BUCKINGHAM CAPITAL MANAGEMENT INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 111
New Positions 22
Increased Positions 58
Decreased Positions 46
Positions with Activity 104
Sold Out Positions 11
Total Mkt Value (in $ millions) 2,527

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

Sector Weighting

Basic Materials 0.35%
Capital Goods 3.5%
Conglomerates 0.38%
Consumer Cyclical 11.55%
Consumer/Non-Cyclical 1.49%
Energy 0.82%
Financial 3.42%
Healthcare 1.41%
Services 19.23%
Technology 1.6%
Transportation 1.1%
Utilities

111 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
D R HORTON INC COM 7,583 2,338 44.59 350,080
AMERICAN EAGLE OUTFITTERS NEW COM 7,425 7,425 New 529,200
MOLINA HEALTHCARE INC COM 7,381 -3,693 (33.35) 158,350
UCP INC CL A 7,199 2,342 48.24 566,370
CITIGROUP INC COM NEW 7,138 -301 (4.04) 138,898
NORDSTROM INC COM 6,964 6,964 New 100,000
ABERCROMBIE & FITCH CO CL A 6,574 6,574 New 157,000
LAUDER ESTEE COS INC CL A 6,516 6,516 New 85,000
MADDEN STEVEN LTD COM 6,391 -5,661 (46.97) 186,770
JPMORGAN CHASE & CO COM 6,277 -264 (4.03) 106,096
EATON CORP PLC SHS 6,112 232 3.95 87,855
FRANCESCAS HLDGS CORP COM 6,086 -2,245 (26.95) 428,870
EXPRESS INC COM 5,992 5,992 New 352,700
INTL PAPER CO COM 5,703 -241 (4.05) 118,195
KINDRED HEALTHCARE INC COM 5,578 1,560 38.84 272,370
CHIPOTLE MEXICAN GRILL INC COM 5,558 5,558 New 8,200
VISA INC COM CL A 5,492 1,851 50.85 25,592
XCEL BRANDS INC COM NEW 5,412 5,412 New 1,176,581
KB HOME COM 5,055 5,055 New 287,400
AMERICAN EXPRESS CO COM 4,894 -207 (4.07) 54,971