Knighthead Capital Management, LLC

Q4 2013 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2013
Date filed
2/14/2014
Form type
13F-HR
Num holdings
27
Total value ($000)
$703,890
Net value change ($000)
New positions
25
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)
YPF 102,563
AMERICAN CAP LTD COM 69,672
UAL 61,760
Houghton Mifflin Harcourt Co 51,240
GM 41,068
TESORO CORP 40,162
DYNEGY INC NEW DEL 37,721
AAPL 36,418
NOBLE CORPORATION ORD 32,974
CLOUD PEAK ENERGY INC. 31,026
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,928 (1.1% 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