Seamans Capital Management, LLC — Q4 2013 13F Holdings

Name: Seamans Capital Management, LLC — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001513101

Total reported value

$30.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	11.87%	—	-29.53%
2	EUO	Proshares Ultrashort Euro	ETF-Other	8.45%	-3.15%	-39.51%
3	FNMA	Fannie Mae	Stock-Other	8.29%	+5.32%	—
4	✓	Quantum Fuel Sys INC Xxx	Stock-Other	7.53%	+2.79%	NEW
5	✓	Proshares Tr Ii	Stock-Other	5.62%	+2.25%	+53.76%
6	CSIQ	Canadian Solar INC	Stock-Other	4.93%	-0.88%	—
7	SPWRQ	Sunpower CORP	Stock-Other	3.95%	-1.85%	-6.89%
8	DZZ	Db Gold Double Short Etn	ETF-Commodities	3.29%	—	—
9	PHYS	Sprott Physical Gold Trust	Stock-Other	3.19%	-1.56%	EXIT
10	✓	Hanwha Solarone Co LTD	Stock-Other	3.03%	—	-11.85%
11	✓	Dryships INC	Stock-Other	2.99%	—	+1630.67%
12	JOUSD	Ipath Bloomberg Coffee Subin	ETF-Other	2.61%	—	+29.11%
13	VLO	Valero Energy CORP	Stock-Energy	2.47%	—	—
14	JNJ	Johnson & Johnson	Stock-Healthcare	2.41%	—	—
15	FCEL	FuelCell Energy, Inc.	Stock-Other	2.41%	—	+133.93%
16	ENS	Enersys	Stock-Industrials	2.40%	—	—
17	KNDI	Kandi Technologies Group, Inc.	Stock-Other	2.39%	—	—
18	MPC	Marathon Petroleum CORP	Stock-Energy	2.27%	—	—
19	SBUX	Starbucks CORP	Stock-Consumer Disc	2.03%	—	—
20	SOXL	Direxion Daily Semiconductor Bull 3X Shares	Stock-Other	2.00%	—	—
21	HYGS	Hydrogenics CORP	Stock-Other	1.70%	-0.87%	—
22	TEN1	Tenneco Inc-class A	Stock-Other	1.60%	—	—
23	CCJ	Cameco CORP	Stock-Energy	1.47%	—	-30.57%
24	NEE	Nextera Energy INC	Stock-Utilities	1.42%	—	+0.74%
25	URNM	Sprott Uranium Miners ETF	ETF-Other	1.29%	-0.46%	EXIT
26	✓	Consolidated Water	Stock-Other	1.21%	—	—
27	✓	Quantum Fuel Sys Tech Wrldwi	Stock-Other	1.06%	—	—
28	ERII	Energy Recovery INC	Stock-Other	0.95%	—	-61.54%
29	✓	Ja Solar Holdings Co LTD	Stock-Other	0.84%	—	-72.47%
30	✓	Trina Solar Limited	Stock-Other	0.82%	—	-80.90%
31	BLDP	Ballard Power Systems INC	Stock-Other	0.61%	—	+273.86%
32	✓	Aegean Marine Petroleum Netw	Stock-Other	0.41%	—	—
33	ZSL	ProShares UltraShort Silver	Stock-Other	0.39%	—	—
34	FMCC	Freddie Mac	Stock-Other	0.29%	-3.76%	—
35	NMM	Navios Maritime Partners L.P.	Stock-Other	0.21%	-1.06%	EXIT
36	✓	Kandi Technologies Group INC	Stock-Other	0.21%	—	—
37	✓	ETF	Stock-Other	0.20%	—	—
38	FNV	Franco-nevada CORP	Stock-Materials	0.16%	—	+18.52%
39	NG	Novagold Resources INC	Stock-Other	0.16%	—	—
40	AGI	Alamos Gold Inc.	Stock-Materials	0.15%	—	-58.23%
41	✓	Proshares Tr Ii	Stock-Other	0.13%	—	—
42	WPM	Wheaton Precious Metals Corp.	Stock-Materials	0.12%	—	—
43	✓	Randgold Resources Ltd-adr	Stock-Other	0.12%	—	—
44	✓	Primero Mng CORP	Stock-Other	0.09%	—	—
45	✓	Direxion Shs ETF Tr	ETF-Other	0.07%	—	—
46	✓	Canadian Solar INC	Stock-Other	0.04%	—	—
47	✓	Ascent Solar Technologies In	Stock-Other	0.04%	—	—
48	✓		Stock-Other	0.03%	—	—
49	✓	Trina Solar Ltd-spon Adr	Stock-Other	0.03%	—	—
50	✓	Fuel Tech INC	Stock-Other	0.02%	—	—

1–50 of 53

Holding changes this quarter

Position changes disclosed by Seamans Capital Management, LLC for the quarter ending Q4 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Dryships INC	+2.9%	+1630.67%	Add
2	✓	Proshares Tr Ii	+2.3%	+53.76%	Add
3	FCEL	FuelCell Energy, Inc.	+1.5%	+133.93%	Add
4	JOUSD	Ipath Bloomberg Coffee Subin	+0.5%	+29.11%	Add
5	BLDP	Ballard Power Systems INC	+0.4%	+273.86%	Add
6	SPWRQ	Sunpower CORP	+0.3%	-6.89%	Trim
7	AGI	Alamos Gold Inc.	-0.3%	-58.23%	Trim
8	CCJ	Cameco CORP	-0.3%	-30.57%	Trim
9	NMM	Navios Maritime Partners L.P.	-1%	-81.19%	Trim
10	ERII	Energy Recovery INC	-2.2%	-61.54%	Trim
11	✓	Hanwha Solarone Co LTD	-2.3%	-11.85%	Trim
12	✓	Ja Solar Holdings Co LTD	-2.5%	-72.47%	Trim
13	✓	Trina Solar Limited	-3.9%	-80.90%	Trim
14	TLT	Ishares 20+ Year Treasury Bd	-5.2%	-29.53%	Trim
15	EUO	Proshares Ultrashort Euro	-5.7%	-39.51%	Trim
16	PHYS	Sprott Physical Gold Trust	-5.9%	-62.35%	Trim
17	URNM	Sprott Uranium Miners ETF	-6.6%	-82.39%	Trim
18	FNMA	Fannie Mae	—	NEW	New buy
19	✓	Quantum Fuel Sys INC Xxx	—	NEW	New buy
20	CSIQ	Canadian Solar INC	—	NEW	New buy
21	✓	Powershs Db US Dollar Index	—	EXIT	Sold out
22	✓	Yingli Green Energy Hldg Co	—	EXIT	Sold out
23	ERFGBP	Enerplus CORP	—	EXIT	Sold out
24	DZZ	Db Gold Double Short Etn	—	NEW	New buy
25	VLO	Valero Energy CORP	—	NEW	New buy
26	JNJ	Johnson & Johnson	—	NEW	New buy
27	ENS	Enersys	—	NEW	New buy
28	KNDI	Kandi Technologies Group, Inc.	—	NEW	New buy
29	MPC	Marathon Petroleum CORP	—	NEW	New buy
30	FSLR	First Solar INC	—	EXIT	Sold out
31	SBUX	Starbucks CORP	—	NEW	New buy
32	SOXL	Direxion Daily Semiconductor Bull 3X Shares	—	NEW	New buy
33	HYGS	Hydrogenics CORP	—	NEW	New buy
34	MCPCHF	Molycorp INC	—	EXIT	Sold out
35	TEN1	Tenneco Inc-class A	—	NEW	New buy
36	GFI	Gold Fields Ltd-spons Adr	—	EXIT	Sold out
37	✓	Consolidated Water	—	NEW	New buy
38	✓	Quantum Fuel Sys Tech Wrldwi	—	NEW	New buy
39	JJGTF	Ipath Bloomberg Grains Subin	—	EXIT	Sold out
40	BTE	Baytex Energy CORP	—	EXIT	Sold out
41	WMB	Williams Cos INC	—	EXIT	Sold out
42	✓		—	EXIT	Sold out
43	UPS	United Parcel Service, Inc.	—	EXIT	Sold out
44	✓	Aegean Marine Petroleum Netw	—	NEW	New buy
45	ZSL	ProShares UltraShort Silver	—	NEW	New buy
46	FMCC	Freddie Mac	—	NEW	New buy
47	✓	Kandi Technologies Group INC	—	NEW	New buy
48	✓	ETF	—	NEW	New buy
49	NG	Novagold Resources INC	—	NEW	New buy
50	✓	Proshares Tr Ii	—	NEW	New buy