Apollo Management Holdings, L.P.

Q3 2013 13F-HR/A Holdings

Location
New York, NY
Holdings as of
9/30/2013
Date filed
4/3/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
33
Total value ($000)
$12,517,071
Net value change ($000)
-196,972 (-1.5%)
New positions
6
Sold out positions
5
Turnover %
47.7%
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 Q2 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)
SFM 2,742,105 NEW
*ATHLON ENERGY INC 1,760,557 NEW
ZWS 217,562 23.4%
CAESARS HOLDINGS, INC. 158,442 43.6%
SPY 54,603 NEW
ANG-PD 10,597 26.2%
GLEACHER & CO INC 2,302 202.6%
RADIOSHACK CORP 2,197 NEW
CORE 1,469 4.6%
HHH 1,124 NEW
Top Reduces (Value $000, Stocks/ETFs)
LYB -2,509,684 -53.6%
HOUS -1,207,008 -100.0%
BERRY GLOBAL GROUP, INC. -411,930 -38.4%
EVTC -301,169 -59.6%
NCLH -230,251 -11.4%
QUALITY DISTR INC FLA -40,763 -100.0%
Noranda Aluminum Holding CORP -25,287 -23.8%
VERSO PAPER CORP -12,583 -33.9%
TAMINCO CORP -4,216 -0.4%
ARCC -1,720 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 315,288 (2.5% of total reported value)
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