Location
Greenwich, CT
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
26
Total value ($000)
$108,204
Net value change ($000)
+37,235 (52.5%)
New positions
9
Sold out positions
3
Turnover %
40.0%
Sector allocation + QoQ delta (equities-only)

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)
NATIONSTAR MORTGAGE HOLDINGS 4,908 NEW
MBI 3,295 153.3%
CENTRAL EUROPEAN MEDIA ENTERPRISES LTD 2,347 NEW
SD 1,660 49.7%
HLF 1,457 NEW
AAL 1,346 NEW
JQC 1,014 NEW
HALCON RES CORP 921 NEW
FCEL 913 NEW
PIMCO Dynamic Credit & Mortgage Income Fund 685 25.1%
Top Reduces (Value $000, Stocks/ETFs)
OSG -2,098 -35.8%
Crown Castle Intl Corp -1,836 -100.0%
FIFTH STR SR FLOATING RATE CO -1,625 -51.5%
UAL -946 -100.0%
Molycorp, Inc. -84 -100.0%
EAD -12 -1.0%
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