BUCKINGHAM CAPITAL MANAGEMENT INC Information

485 LEXINGTON AVENUE, NEW YORK, New York, 10017, (212) 922-5525

Report Date: 12/31/2014

Position Statistics

Total Positions 111
New Positions 17
Increased Positions 58
Decreased Positions 50
Positions with Activity 108
Sold Out Positions 22
Total Mkt Value (in $ millions) 2,080

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

Sector Weighting

Basic Materials
Capital Goods 3.53%
Conglomerates 0.34%
Consumer Cyclical 14.87%
Consumer/Non-Cyclical 0.59%
Energy 0%
Financial 4.61%
Healthcare 2.58%
Services 18.96%
Technology 1.87%
Transportation 0.6%
Utilities

111 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PENSKE AUTOMOTIVE GRP INC COM 6,019 -4,457 (42.54) 119,050
HCA HOLDINGS INC COM 6,006 -3,173 (34.57) 83,424
MONRO MUFFLER BRAKE INC COM 5,946 5,946 New 92,500
HOME DEPOT INC COM 5,806 -15,096 (72.22) 50,000
CUMMINS INC COM 5,755 1,639 39.83 40,126
TJX COS INC NEW COM 5,558 5,558 New 80,000
DELTA AIR LINES INC DEL COM NEW 5,542 5,542 New 122,101
D R HORTON INC COM 5,249 -10,671 (67.03) 193,395
GENESCO INC COM 5,174 -10,808 (67.63) 69,410
NORDSTROM INC COM 4,841 -4,437 (47.83) 60,000
AMERICAN EXPRESS CO COM 4,625 142 3.16 56,377
GOLDMAN SACHS GROUP INC COM 4,541 4,541 New 23,675
MOLINA HEALTHCARE INC COM 4,513 -5,247 (53.76) 71,142
VISA INC COM CL A 4,391 -2,691 (38) 15,778
V F CORP COM 4,248 4,248 New 55,000
NAVIENT CORP COM 3,634 27 .74 186,272
GOOGLE INC CL C 3,428 571 20 6,000
FIESTA RESTAURANT GROUP INC COM 3,387 -5,230 (60.7) 51,800
KB HOME COM 3,261 -1,270 (28.03) 235,966
NAVISTAR INTL CORP NEW COM 3,075 3,075 New 106,265