Location
New York, NY
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
172
Total value ($000)
$2,775,609
Net value change ($000)
+456,173 (19.7%)
New positions
9
Sold out positions
3
Turnover %
14.0%
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 Q1 2014
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)
Veren Inc. 335,828 NEW
TRIANGLE PETE CORP COM NEW 40,066 42.8%
RSP PERMIAN INC 38,183 12.2%
SCYX 12,440 NEW
ESS 9,675 61.0%
W R GRACE & CO 9,253 112.6%
WASHINGTON PRIME GROUP 6,557 NEW
CALPINE CORP 6,462 13.9%
IYR 6,180 6.1%
GLPI 5,768 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRE PROPERTIES INC -11,662 -100.0%
SPG -9,436 -7.6%
GEO GROUP INC -5,418 -100.0%
Crown Castle Intl Corp -4,303 -7.2%
RYN -4,037 -28.8%
PSA -3,820 -6.6%
PLD -3,612 -7.4%
BXP -2,130 -5.1%
COTY -1,285 -100.0%
VTR -1,097 -2.5%
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