Karsch Capital Management LP — Q2 2013 13F Holdings

Name: Karsch Capital Management LP — 13F Holdings, Q2 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001167235

Total reported value

$84.5M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Viacom Class B	Stock-Other	8.87%	-4.28%	—
2	✓	Yahoo INC	Stock-Other	7.97%	-4.75%	—
3	✓	Expedia Group, Inc.	Stock-Other	7.43%	-7.43%	EXIT
4	✓	Liberty Global Ltd.	Stock-Other	6.22%	+2.63%	—
5	PPG	Ppg Industries INC	Stock-Materials	5.92%	-5.92%	EXIT
6	✓	American Express Company	Stock-Other	5.74%	-5.74%	EXIT
7	✓	Hertz Global Holdings INC	Stock-Other	5.29%	-5.29%	EXIT
8	ADSK	Autodesk INC	Stock-Tech	4.77%	-4.77%	EXIT
9	✓	Adobe Inc.	Stock-Other	4.12%	-4.12%	EXIT
10	✓		Stock-Other	3.91%	-3.91%	EXIT
11	✓	Liberty Global Ltd.	Stock-Other	3.64%	-3.64%	EXIT
12	✓	Cbs CORP New	Stock-Other	3.57%	+0.22%	—
13	PFE	Pfizer INC	Stock-Healthcare	3.51%	-3.51%	EXIT
14	✓	Shire PLC	Stock-Other	3.47%	-3.47%	EXIT
15	✓	Tyco International	Stock-Other	3.32%	-3.32%	EXIT
16	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.84%	-2.84%	EXIT
17	BA	Boeing Co/the	Stock-Industrials	2.79%	-2.79%	EXIT
18	KMX	Carmax INC	Stock-Consumer Disc	2.71%	-2.71%	EXIT
19	SBUX	Starbucks CORP	Stock-Consumer Disc	2.48%	-2.48%	EXIT
20	✓	Valsparcom	Stock-Other	2.44%	-2.44%	EXIT
21	✓	Ply Gem Hldgs INC	Stock-Other	2.07%	-2.07%	EXIT
22	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.79%	+1.33%	—
23	✓	Vodafone Group New ADR F Spons	Stock-Other	1.26%	-1.26%	EXIT
24	DUK	Du Pont E I De Nemour&Co	Stock-Utilities	1.03%	-1.03%	EXIT
25	GE	GE Aerospace	Stock-Industrials	1.02%	-1.02%	EXIT
26	JBHT	Hunt (jb) Transprt Svcs INC	Stock-Industrials	0.89%	-0.89%	EXIT
27	TDG	Transdigm Group INC	Stock-Industrials	0.52%	-0.52%	EXIT
28	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.39%	-0.39%	EXIT