Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
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.
| 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