NEW VERNON INVESTMENT MANAGEMENT LLC

Q4 2013 13F-HR Holdings

Location
Highland Park, IL
Holdings as of
12/31/2013
Date filed
2/7/2014
Form type
13F-HR
Num holdings
33
Total value ($000)
$98,057
Net value change ($000)
New positions
33
Sold out positions
0
Turnover %
100.0%
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 previous filing: —
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)
UAL 8,586
BX 7,088
DCH 6,340
Apollo Global Mgmt. LLC 6,164
PRECISION CAST 6,006
THE CARLYLE GROUP 5,522
ROK 5,161
MS 4,328
ANIXTER INTERNATIONAL INC 4,078
HYG 3,673
Top Reduces (Value $000, Stocks/ETFs)
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