KORTRIGHT CAPITAL PARTNERS LP Information

399 PARK AVENUE, NEW YORK, New York, 10022, (212) 828-7285

Report Date: 12/31/2014

Position Statistics

Total Positions 26
New Positions 6
Increased Positions 10
Decreased Positions 16
Positions with Activity 26
Sold Out Positions 8
Total Mkt Value (in $ millions) 124

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

Sector Weighting

Basic Materials 8.54%
Capital Goods 9.36%
Conglomerates
Consumer Cyclical 10.2%
Consumer/Non-Cyclical 7.43%
Energy 7.47%
Financial 0%
Healthcare
Services 30.29%
Technology 4.53%
Transportation 16.01%
Utilities

26 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 14,086 4,088 40.88 179,188
AEGEAN MARINE PETROLEUM NETWRK SHS 9,249 -3,105 (25.13) 630,906
COTT CORP QUE COM 9,196 9,196 New 950,000
NATIONAL CINEMEDIA INC COM 8,505 -2,896 (25.4) 558,074
EAGLE MATERIALS INC COM 8,025 5,966 289.69 102,235
GLOBAL CASH ACCESS HLDGS INC COM 7,857 7,857 New 1,105,000
WABASH NATL CORP COM 7,483 7,483 New 510,803
MEDIA GEN INC NEW COM 7,392 -189 (2.5) 495,764
ENTRAVISION COMMUNICATIONS CP CL A 7,368 -6,278 (46.01) 1,073,988
MENS WEARHOUSE INC COM 6,374 6,374 New 127,000
SEALED AIR CORP NEW COM 6,127 6,127 New 130,000
CONTINENTAL BLDG PRODS INC COM 5,798 5,798 New 277,946
NAVIOS MARITIME ACQUIS CORP SHS 5,732 1,601 38.76 1,633,159
SPECTRUM BRANDS HLDGS INC COM 5,612 -2,248 (28.6) 59,907
LA Z BOY INC COM 5,140 -3,493 (40.46) 206,016
BERRY PLASTICS GROUP INC COM 4,443 -3,225 (42.06) 129,492
PGT INC COM 3,562 247 7.45 350,273
INSTALLED BLDG PRODS INC COM 1,843 -134 (6.78) 105,652
BGC PARTNERS INC CL A -6,011 Sold Out 0
CLEARWATER PAPER CORP COM -429 Sold Out 0


Create your free portfolio