Point Lobos Capital, LLC 13F Holdings · last filed Q2 2013
Point Lobos Capital, LLC reported 2 securities worth $13.65M in its SEC 13F filing for Q2 2013 (period ended 2013-06-30). Top holdings: IVC (42.08%), VRNT (36.54%). Among its top 25 positions this quarter: 3 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVC | INVACARE CORP | $5.7M | 42.08% | 399,834 | New |
| 2 | VRNT | VERINT SYSTEMS INC | $5.0M | 36.54% | 140,563 | New |
| 3 | NORDION INC | $2.9M | 21.39% | 394,508 | New |
Source: SEC Form 13F filings · as of 2013-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR