Q3 2014 Holdings
Filed 2014-11-12 | 11 holdings | $292.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Range RES Corp(RRC) | COM | 75281A109 | $61.0K | 900,000 | 20.9% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $59.3K | 460,000 | 20.3% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $33.5K | 525,000 | 11.4% |
| Lamar Advertising Co | CL A | 512815101 | $32.0K | 650,000 | 10.9% |
| Rock-Tenn Co | CL A | 772739207 | $28.5K | 600,000 | 9.8% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $25.9K | 430,000 | 8.8% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $16.7K | 165,000 | 5.7% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $15.1K | 76,500 | 5.1% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $8.0K | 245,000 | 2.7% |
| Scripps Networks Interact in | CL A COM | 811065101 | $7.8K | 100,000 | 2.7% |
| Clear Channel Outdoor Hldgs | CL A | 18451C109 | $4.8K | 706,571 | 1.6% |