OSKIE CAPITAL MANAGEMENT, LLC

data from 30/09/2017

Capitalization

$ 87.902 M -9.10 %

Average holding period

4 ans

Performance

$ 183.693 M 32 415.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OSKIE CAPITAL MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 F FORD MTR CO DEL 11.58% 10.175 M $ 850000 2017/03/31 234.000 K $ 6.97 %
2017/09/30 JPM JPMORGAN CHASE & CO 10.87% 9.551 M $ 100000 2017/06/30 410.999 K $ 4.50 %
2017/09/30 AGN ALLERGAN PLC 6.41% 5.636 M $ 27500 2017/09/30 0.000 $ 0.00 %
2017/09/30 CI CIGNA CORPORATION 4.30% 3.777 M $ 20206 2016/09/30 395.027 K $ 11.68 %
2017/09/30 CSX CSX CORP 3.75% 3.299 M $ 60800 2017/03/31 -15.990 K $ -0.55 %
2017/09/30 BAC BANK AMER CORP 3.56% 3.126 M $ 123363 2015/12/31 142.952 K $ 4.45 %
2017/09/30 CFG CITIZENS FINL GROUP INC 3.39% 2.982 M $ 78742 2015/12/31 172.444 K $ 6.14 %
2017/09/30 SHW SHERWIN WILLIAMS CO 3.38% 2.972 M $ 8300 2017/03/31 58.764 K $ 2.02 %
2017/09/30 AGN ALLERGAN PLC 3.36% 2.956 M $ 14422 2015/06/30 -550.055 K $ -15.69 %
2017/09/30 BK BANK NEW YORK MELLON CORP 3.27% 2.878 M $ 54290 2015/09/30 118.580 K $ 3.92 %
2017/09/30 MET METLIFE INC 3.19% 2.805 M $ 54000 2017/09/30 0.000 $ 0.00 %
2017/09/30 WFC WELLS FARGO CO NEW 3.19% 2.800 M $ 50765 2016/12/31 -12.938 K $ -0.47 %
2017/09/30 AT ATLANTIC PWR CORP 3.05% 2.677 M $ 1092476 2015/06/30 53.073 K $ 2.08 %
2017/09/30 CFX COLFAX CORP 3.02% 2.652 M $ 63700 2017/03/31 48.956 K $ 1.92 %
2017/09/30 COLONY NORTHSTAR INC 2.98% 2.620 M $ 208618 2017/03/31 -270.225 K $ -10.86 %
2017/09/30 COLONY NORTHSTAR INC 2.86% 2.512 M $ 200000 2017/03/31 -305.999 K $ -10.86 %
2017/09/30 PHM PULTE GROUP INC 2.84% 2.500 M $ 91466 2016/09/30 261.704 K $ 11.41 %
2017/09/30 CHTR CHARTER COMMUNICATIONS INC N 2.70% 2.372 M $ 6527 2016/06/30 266.417 K $ 7.89 %
2017/09/30 AA ALCOA CORP 2.68% 2.356 M $ 50546 2016/12/31 845.827 K $ 42.78 %
2017/09/30 ARCONIC INC 2.65% 2.331 M $ 93698 2016/12/31 187.761 K $ 9.85 %
2017/09/30 VIAC CBS CORP NEW 2.61% 2.294 M $ 39559 2016/12/31 0.000 $ 0.00 %
2017/09/30 GM GENERAL MTRS CO 2.51% 2.205 M $ 54600 2017/06/30 270.320 K $ 15.60 %
2017/09/30 HEI-A HEICO CORP NEW 2.49% 2.191 M $ 28751 2016/09/30 407.006 K $ 22.81 %
2017/09/30 MTG MGIC INVT CORP WIS 2.47% 2.172 M $ 173362 2017/03/31 189.341 K $ 11.88 %
2017/09/30 PNR PENTAIR PLC 2.24% 1.971 M $ 29000 2017/06/30 31.447 K $ 2.15 %
2017/09/30 UAL UNITED CONTL HLDGS INC 1.77% 1.556 M $ 25557 2015/12/31 -360.069 K $ -19.09 %
2017/09/30 SPECTRUM BRANDS HLDGS INC 1.62% 1.420 M $ 13408 2016/03/31 -236.868 K $ -15.27 %
2017/09/30 BHF BRIGHTHOUSE FINL INC 1.27% 1.116 M $ 18363 2017/09/30 0.000 $ 0.00 %
2017/09/30 APD AIR PRODS & CHEMS INC 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2017/09/30 GM GENERAL MTRS CO 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2017/09/30 DB DEUTSCHE BANK AG 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2017/09/30 CMI CUMMINS INC 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2017/09/30 TD AMERITRADE HLDG CORP 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %