Q2 2014 Holdings
Filed 2014-08-13 | 11 holdings | $328.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rock-Tenn Co | CL A | 772739207 | $63.4K | 600,000 | 19.3% |
| Range RES Corp(RRC) | COM | 75281A109 | $60.9K | 700,000 | 18.5% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $60.7K | 460,000 | 18.5% |
| Lamar Advertising Co | CL A | 512815101 | $51.5K | 972,000 | 15.7% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $19.7K | 275,000 | 6.0% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $18.1K | 165,000 | 5.5% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $17.6K | 76,500 | 5.3% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $15.9K | 250,000 | 4.8% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $8.4K | 245,000 | 2.5% |
| Scripps Networks Interact in | CL A COM | 811065101 | $6.8K | 83,400 | 2.1% |
| Clear Channel Outdoor Hldgs | CL A | 18451C109 | $5.8K | 706,571 | 1.8% |