Kidron Capital LLC 13F Holdings · last filed Q1 2015
Kidron Capital LLC reported 8 securities worth $64.05M in its SEC 13F filing for Q1 2015 (period ended 2015-03-31). Top holdings: AVNT (24.20%), CRI (19.35%), INTU (13.62%). Among its top 25 positions this quarter: 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVNT | POLYONE CORP | $15.5M | 24.20% | 415,000 | Trimmed |
| 2 | CRI | CARTER INC | $12.4M | 19.35% | 134,000 | Trimmed |
| 3 | INTU | INTUIT | $8.7M | 13.62% | 90,000 | Trimmed |
| 4 | WEX | WEX INC | $7.3M | 11.40% | 68,000 | Trimmed |
| 5 | CTS | CTS CORP | $6.4M | 9.97% | 355,000 | Trimmed |
| 6 | CIR | CIRCOR INTL INC | $4.9M | 7.68% | 89,864 | Trimmed |
| 7 | ATR | APTARGROUP INC | $4.4M | 6.94% | 70,000 | Trimmed |
| 8 | SRL | MFC INDL LTD | $4.4M | 6.85% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2015-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR