Location
Dayton, OH
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
82
Total value ($000)
$353,978
Net value change ($000)
+6,363 (1.8%)
New positions
8
Sold out positions
3
Turnover %
1.0%
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)
URS CORP NEW COM 2,443 28.0%
AIG 1,446 12.3%
KEY ENERGY SVCS INC R0 1,416 19.3%
SPECTRUM BRANDS HLDGS INC 1,006 9.0%
Hewlett-Packard Company 968 14.3%
BRK-B 929 6.0%
MSFT 923 10.5%
JNJ 918 6.6%
KR 854 10.5%
WFC 821 7.7%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -6,594 -51.0%
HORSEHEAD HLDG CORP -1,753 -22.3%
XEROX CORP -1,080 -8.5%
L -885 -7.8%
NBHC -839 -15.0%
C -759 -8.6%
GS -640 -7.1%
ORN -535 -100.0%
UPS -390 -7.3%
ITW -367 -3.6%
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