Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Point Lobos Capital, LLC 13F Holdings -- Portfolio & Top Positions (2013-06-30)

Point Lobos Capital, LLC (CIK 1512314) reported $13.6M across 2 reported positions in its SEC 13F filing for 2013-06-30. Largest positions: IVC ($5.7M, 42.08%), VRNT ($5.0M, 36.54%), ($2.9M, 21.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVCINVACARE CORP$5.7M42.08%399,834New
2VRNTVERINT SYSTEMS INC$5.0M36.54%140,563New
3NORDION INC$2.9M21.39%394,508New

Source: SEC Form 13F filings · as of 2013-06-30