Q4 2013 Holdings
Filed 2014-02-11 | 11 holdings | $311.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Range RES Corp(RRC) | COM | 75281A109 | $69.6K | 825,000 | 22.3% |
| Rock-Tenn Co | CL A | 772739207 | $63.0K | 600,000 | 20.2% |
| Lamar Advertising Co | CL A | 512815101 | $50.8K | 972,000 | 16.3% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $46.0K | 460,000 | 14.8% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $20.1K | 317,500 | 6.5% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $14.9K | 250,000 | 4.8% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $14.7K | 380,000 | 4.7% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $9.2K | 50,000 | 3.0% |
| EQT Corp(EQT) | COM | 26884L109 | $8.3K | 92,469 | 2.7% |
| Clear Channel Outdoor Hldgs | CL A | 18451C109 | $7.6K | 747,000 | 2.4% |
| Scripps Networks Interact in | CL A COM | 811065101 | $7.2K | 83,400 | 2.3% |