Dean Capital Management

Q1 2014 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
68
Total value ($000)
$8,319
Net value change ($000)
-169 (-2.0%)
New positions
19
Sold out positions
20
Turnover %
49.7%
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 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)
NJR 207 NEW
SOUTH JERSEY INDUSTRIES INC 201 NEW
LTC 199 NEW
NWE 182 NEW
ARI 151 NEW
CLH 147 NEW
OGS 132 NEW
EMPIRE DIST ELEC CO COM 131 NEW
NPK 126 NEW
STAG 115 NEW
Top Reduces (Value $000, Stocks/ETFs)
KOP -193 -100.0%
SEM -171 -100.0%
TRIUMPH GROUP INC -150 -100.0%
CFFI -149 -100.0%
ATWOOD OCEANICS INC -135 -67.5%
MATV -132 -61.4%
CATO -127 -100.0%
CEC ENTERTAINMENT INC -125 -100.0%
Houston Wire & Cable CO -117 -100.0%
PROTECTIVE LIFE CORP -107 -57.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type