Q3 2013 Holdings
Filed 2013-11-12 | 12 holdings | $289.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Range RES Corp(RRC) | COM | 75281A109 | $62.6K | 825,000 | 21.6% |
| Rock-Tenn Co | CL A | 772739207 | $53.2K | 525,000 | 18.4% |
| Lamar Advertising Co | CL A | 512815101 | $45.7K | 972,000 | 15.8% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $42.2K | 430,000 | 14.6% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $18.1K | 317,500 | 6.3% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $15.5K | 300,000 | 5.4% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $14.9K | 400,000 | 5.2% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $9.4K | 50,000 | 3.3% |
| EQT Corp(EQT) | COM | 26884L109 | $8.2K | 92,469 | 2.8% |
| Clear Channel Outdoor Hldgs | CL A | 18451C109 | $8.2K | 1,000,000 | 2.8% |
| Scripps Networks Interact in | CL A COM | 811065101 | $6.5K | 83,400 | 2.3% |
| Sandridge Energy Inc | COM | 80007P307 | $4.7K | 800,000 | 1.6% |