Centerline Investment Partners, LP

data from 30/09/2014

Capitalization

$ 107.610 M -6.78 %

Average holding period

2 ans

Performance

$ 5.268 M 4.40 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Centerline Investment Partners, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 VC Visteon Corp 9.37% 10.085 M $ 103700 2013/12/31 29.663 K $ 0.25 %
2014/09/30 STAY Extended Stay America Inc 8.44% 9.081 M $ 382500 2014/09/30 0.000 $ 0.00 %
2014/09/30 CDW CDW Corp/DE 7.10% 7.638 M $ 246000 2014/03/31 -204.179 K $ -2.60 %
2014/09/30 HOT Starwood Hotels & Resorts Worl 6.74% 7.248 M $ 87100 2014/09/30 0.000 $ 0.00 %
2014/09/30 BEAV B/E Aerospace Inc 6.08% 6.547 M $ 78000 2014/09/30 0.000 $ 0.00 %
2014/09/30 CP Canadian Pacific Railway Ltd 5.28% 5.685 M $ 27400 2014/03/31 289.300 K $ 14.52 %
2014/09/30 BKD Brookdale Senior Living Inc 5.27% 5.671 M $ 176000 2014/09/30 0.000 $ 0.00 %
2014/09/30 ADBE Adobe Systems Inc 3.39% 3.653 M $ 52800 2014/03/31 -167.376 K $ -4.38 %
2014/09/30 GPK Graphic Packaging Holding Co 3.29% 3.543 M $ 285000 2014/09/30 0.000 $ 0.00 %
2014/09/30 RXN Rexnord Corp 3.13% 3.371 M $ 118500 2014/06/30 42.000 K $ 1.07 %
2014/09/30 UNP Union Pacific Corp 3.02% 3.253 M $ 30000 2014/03/31 0.000 $ 0.00 %
2014/09/30 Hilton Worldwide Holdings Inc 2.98% 3.202 M $ 130000 2014/06/30 172.899 K $ 5.71 %
2014/09/30 URI United Rentals Inc 2.96% 3.189 M $ 28700 2014/09/30 0.000 $ 0.00 %
2014/09/30 Jarden Corp 2.88% 3.102 M $ 51600 2013/12/31 71.301 K $ 1.30 %
2014/09/30 MCO Moody's Corp 2.88% 3.101 M $ 32815 2013/12/31 323.634 K $ 7.80 %
2014/09/30 MeadWestvaco Corp 2.63% 2.825 M $ 69000 2014/09/30 0.000 $ 0.00 %
2014/09/30 McGraw Hill Financial Inc 2.39% 2.576 M $ 30500 2014/03/31 64.799 K $ 1.73 %
2014/09/30 LYB LyondellBasell Industries NV 2.37% 2.554 M $ 23500 2013/12/31 374.339 K $ 11.28 %
2014/09/30 Constellium NV 2.29% 2.461 M $ 100016 2013/12/31 -2.016 M $ -23.24 %
2014/09/30 ADSK Autodesk Inc 2.25% 2.424 M $ 44000 2014/03/31 -56.320 K $ -2.27 %
2014/09/30 LBTYK Liberty Global PLC 2.17% 2.338 M $ 57000 2014/03/31 -170.799 K $ -1.46 %
2014/09/30 GOOG Google Inc 2.15% 2.309 M $ 4000 2014/06/30 14.225 K $ 0.35 %
2014/09/30 ACM Aecom Technology Corp 1.74% 1.873 M $ 55500 2014/09/30 0.000 $ 0.00 %
2014/09/30 INTU Intuit Inc 1.71% 1.835 M $ 21000 2014/09/30 0.000 $ 0.00 %
2014/09/30 HUN Huntsman Corp 1.67% 1.793 M $ 69000 2014/06/30 -1.456 M $ -75.09 %
2014/09/30 WLK Westlake Chemical Corp 1.39% 1.498 M $ 17300 2014/09/30 0.000 $ 0.00 %
2014/09/30 MHGC Morgans Hotel Group Co 1.13% 1.211 M $ 150000 2014/09/30 0.000 $ 0.00 %
2014/09/30 MAR Marriott International Inc/DE 1.10% 1.188 M $ 17000 2014/09/30 0.000 $ 0.00 %
2014/09/30 CX Cemex SAB de CV 1.09% 1.174 M $ 90000 2014/09/30 0.000 $ 0.00 %
2014/09/30 VMC Vulcan Materials Co 0.56% 602.000 K $ 10000 2014/03/31 0.000 $ 0.00 %
2014/09/30 MLM Martin Marietta Materials Inc 0.54% 580.000 K $ 4500 2014/09/30 0.000 $ 0.00 %
2014/09/30 ALSN Allison Transmission Holdings Inc 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 AAL American Airlines Group Inc 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2014/09/30 VIAB Viacom Inc 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 CMI Cummins Inc 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 ABG Asbury Automotive Group Inc 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 AN Autonation Inc 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 Twenty-First Century Fox Inc 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 LAD Lithia Motors Inc 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 DNOW Now Inc 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %