Location
New York, NY
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
166
Total value ($000)
$2,319,436
Net value change ($000)
+611,734 (35.8%)
New positions
7
Sold out positions
1
Turnover %
21.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP PERMIAN INC 312,492 NEW
TRIANGLE PETE CORP COM NEW 93,524 NEW
Crown Castle Intl Corp 59,494 NEW
VEREIT INC COM 19,609 337.9%
AAL 10,784 NEW
SPG 10,137 8.9%
W R GRACE & CO 8,214 NEW
IYR 6,870 7.3%
PSA 5,596 10.6%
BXP 4,769 12.8%
Top Reduces (Value $000, Stocks/ETFs)
COLE REAL ESTATE INVTS INC COM -16,101 -100.0%
WY -3,686 -8.2%
PLUM CREEK -2,135 -10.6%
*FEDERAL MOGUL CORP -2,055 -4.9%
PDM -437 -6.5%
PARTNERRE LTD -398 -1.8%
CXW -382 -4.4%
PCH -342 -8.9%
VRE -326 -7.0%
KRG -240 -11.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type