YORKTOWN MANAGEMENT & RESEARCH CO INC Information

2303 YORKTOWN AVE, LYNCHBURG, Virginia, 24501, (800) 544-6060

Report Date: 12/31/2013

Position Statistics

Total Positions 458
New Positions 85
Increased Positions 114
Decreased Positions 60
Positions with Activity 174
Sold Out Positions 39
Total Mkt Value (in $ millions) 492

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

Sector Weighting

Basic Materials 2.25%
Capital Goods 1.72%
Conglomerates 0.6%
Consumer Cyclical 0.56%
Consumer/Non-Cyclical 1.63%
Energy 4.46%
Financial 56.56%
Healthcare 1.73%
Services 16.9%
Technology 6.72%
Transportation 0.31%
Utilities 0.27%

458 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLUSHING FINL CORP COM 219 New 11,000
PHH CORP COM NEW 218 New 9,000
ULTA SALON COSMETCS & FRAG INC COM 217 New 2,400
FINANCIAL ENGINES INC COM 217 New 4,800
FLOWERS FOODS INC COM 217 New 10,800
CREE INC COM 216 New 3,900
CACI INTL INC CL A 216 New 3,100
ZIX CORP COM 216 New 54,000
INTERACTIVE BROKERS GROUP INC COM 216 216 New 10,000
NOMURA HLDGS INC SPONSORED ADR 215 215 New 36,000
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 214 New 8,400
OASIS PETE INC NEW COM 213 New 4,800
NUCOR CORP COM 212 New 4,100
BOEING CO COM 211 -25 (10.53) 1,700
BIGLARI HLDGS INC COM 211 211 New 480
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 211 211 New 2,000
APPLIED MICRO CIRCUITS CORP COM NEW 210 210 New 23,000
REINSURANCE GROUP AMER INC COM NEW 210 210 New 2,700
INTERVAL LEISURE GROUP INC COM 210 210 New 8,000
ASML HOLDING N V N Y REGISTRY SHS 210 New 2,464


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