BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 03/31/2015

Position Statistics

Total Positions 71
New Positions 19
Increased Positions 34
Decreased Positions 37
Positions with Activity 71
Sold Out Positions 21
Total Mkt Value (in $ millions) 978

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 10.1%
Capital Goods 5.89%
Conglomerates
Consumer Cyclical 7.53%
Consumer/Non-Cyclical 12.98%
Energy 0%
Financial 10.9%
Healthcare
Services 37.84%
Technology 2.96%
Transportation
Utilities 0%

71 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHICOS FAS INC COM 20,065 -1,307 (6.11) 1,183,052
NORDSTROM INC COM 20,049 6,199 44.76 266,500
SIGNET JEWELERS LIMITED SHS 19,130 19,130 New 140,000
ROVI CORP COM 18,093 7,287 67.44 1,070,600
COCA COLA CO COM 17,551 -15,417 (46.76) 425,900
AMAZON COM INC COM 17,490 17,490 New 40,900
T MOBILE US INC COM 16,029 -49,643 (75.59) 437,000
ULTA SALON COSMETCS & FRAG INC COM 14,398 14,398 New 95,200
LIONS GATE ENTMNT CORP COM NEW 14,081 14,081 New 418,700
LIBERTY GLOBAL PLC SHS CL C 12,902 -81,178 (86.29) 240,000
HARLEY-DAVIDSON INC COM 11,612 -5,866 (33.56) 203,900
AXIALL CORP COM 10,989 10,989 New 305,500
TENNECO INC COM 10,582 10,582 New 177,100
PANERA BREAD CO CL A 10,094 -37,283 (78.69) 54,500
DISH NETWORK CORP CL A 9,958 -18,913 (65.51) 144,000
EBAY INC COM 9,776 -17,719 (64.44) 163,700
MOHAWK INDS INC COM 8,985 8,985 New 48,000
WESTLAKE CHEM CORP COM 8,186 8,186 New 113,700
DOW CHEM CO COM 7,293 7,293 New 142,200
MOSAIC CO NEW COM 7,290 7,290 New 155,000


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