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) 127

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

Sector Weighting

Basic Materials 8.36%
Capital Goods 9.81%
Conglomerates
Consumer Cyclical 10.24%
Consumer/Non-Cyclical 7.01%
Energy 7.14%
Financial 0%
Healthcare
Services 30.29%
Technology 4.23%
Transportation 16.17%
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 14,745 4,279 40.88 179,188
AEGEAN MARINE PETROLEUM NETWRK SHS 9,066 -3,044 (25.13) 630,906
COTT CORP QUE COM 8,902 8,902 New 950,000
EAGLE MATERIALS INC COM 8,543 6,351 289.69 102,235
NATIONAL CINEMEDIA INC COM 8,427 -2,869 (25.4) 558,074
GLOBAL CASH ACCESS HLDGS INC COM 8,420 8,420 New 1,105,000
MEDIA GEN INC NEW COM 8,175 -209 (2.5) 495,764
WABASH NATL CORP COM 7,202 7,202 New 510,803
ENTRAVISION COMMUNICATIONS CP CL A 6,798 -5,793 (46.01) 1,073,988
MENS WEARHOUSE INC COM 6,629 6,629 New 127,000
CONTINENTAL BLDG PRODS INC COM 6,279 6,279 New 277,946
SEALED AIR CORP NEW COM 5,923 5,923 New 130,000
LA Z BOY INC COM 5,791 -3,935 (40.46) 206,016
NAVIOS MARITIME ACQUIS CORP SHS 5,781 1,615 38.76 1,633,159
SPECTRUM BRANDS HLDGS INC COM 5,365 -2,149 (28.6) 59,907
BERRY PLASTICS GROUP INC COM 4,686 -3,402 (42.06) 129,492
PGT INC COM 3,914 271 7.45 350,273
INSTALLED BLDG PRODS INC COM 2,299 -167 (6.78) 105,652
BGC PARTNERS INC CL A -6,256 Sold Out 0
CLEARWATER PAPER CORP COM -459 Sold Out 0


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