Location
Milwaukee, WI
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
73
Total value ($000)
$375,336
Net value change ($000)
+9,271 (2.5%)
New positions
10
Sold out positions
7
Turnover %
13.0%
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)
C 11,848 NEW
GM 10,806 125.2%
WEATHERFORD INTL LTD 8,641 77.3%
BRIGGS & STRATTON CORP 3,726 83.5%
BAKER HUGHES INC 3,333 14.6%
Sirius XM Radio 2,446 NEW
SOUTHWESTERN ENERGY CO 1,736 14.8%
*MEDASSETS INC 1,707 24.8%
BAC 1,207 6.6%
ATI 1,044 6.9%
Top Reduces (Value $000, Stocks/ETFs)
SEE -14,345 -100.0%
WILLIS GROUP HOLDINGS PUBLIC -9,940 -100.0%
RRC -6,509 -100.0%
OI -1,623 -7.3%
JCI -1,563 -6.8%
GE -1,501 -7.0%
MOD -1,387 -10.9%
IPG -873 -5.5%
FINISH LINE INC -767 -4.3%
SYY -702 -100.0%
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