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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Lane Five Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2014-06-30)

Lane Five Capital Management, LP (CIK 1410352) reported $52.3M across 16 reported positions in its SEC 13F filing for 2014-06-30. Largest positions: MKL ($8.0M, 15.30%), IL ($5.9M, 11.33%), EPAX ($5.5M, 10.48%), AFHIQ ($5.4M, 10.39%), AIG ($3.3M, 6.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MKLMarkel Corp$8.0M15.30%12,200Hold
2ILIntralinks Holdings, Inc.$5.9M11.33%665,995Hold
3EPAXAmbassadors Group Inc.$5.5M10.48%1.2MHold
4AFHIQAtlas Financial Holdings Inc.$5.4M10.39%358,381Trimmed
5AIGAmerican International Group$3.3M6.27%60,050Trimmed
6FCFranklin Covey Co$3.0M5.81%150,866New
7NAUHNational American University Holdings$2.6M5.02%853,073Hold
8AAPLApple Computer Inc.$2.6M4.98%28,000Added
9NWSANews Corp / New Class A$2.4M4.56%133,000Trimmed
10MAMastercard Inc.$2.2M4.26%30,290Hold
11APEIAmerican Public Education, Inc.$2.2M4.19%63,799Hold
12Carpetright PLC$2.1M4.02%245,800Trimmed
13CFFNCapitol Fed Financing Inc.$1.8M3.47%149,055Hold
14ZQKSQQuicksilver Inc.$1.4M2.66%388,949Trimmed
15BBTBerkshire Hills Bancorp Inc$1.3M2.50%56,243Hold
16BODY1Body Central Corp$1.2M2.39%1.4MAdded
17LTRELearning Tree International Inc.$1.2M2.37%483,778Hold
18BBBYBed, Bath & Beyond Inc.$00.00%0Exited
19COCOQCorinthian Colleges Inc.$00.00%0Exited
20DTV1DirecTV$00.00%0Exited
21EBAYEbay Inc.$00.00%0Exited
22RLDReald Inc.$00.00%0Exited
23VIABViacom Inc. - Class B$00.00%0Exited

来源:SEC 13F 申报文件 · 截至 2014-06-30