KARSCH CAPITAL MANAGEMENT LP 13F Holdings
CIK 0001167235 · New York, NY
As of Sep 30, 2013, KARSCH CAPITAL MANAGEMENT LP reported 24 positions worth $84.5K in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JARDEN | JAH | Consumer Defensive | 154,500 | $7.5K | 8.85% |
| LIBERTY GLOBAL INC COM SER C | LBTYK | Communication Services | 99,070 | $7.5K | 8.85% |
| WALT DISNEY CO | DIS | Communication Services | 94,000 | $6.1K | 7.18% |
| JOHNSON CTLS INC | — | — | 144,630 | $6.0K | 7.10% |
| TWENTY FIRST CENTY FOX INC | TFCFA | Communication Services | 162,980 | $5.5K | 6.46% |
| ViacomCBS | VIAB | Communication Services | 46,400 | $3.9K | 4.59% |
| Comcast Corp Cl A | CMCSA | — | 82,740 | $3.7K | 4.42% |
| MOODYS CORP | MCO | Financial Services | 50,520 | $3.6K | 4.21% |
| CBS CORP NEW | — | — | 58,100 | $3.2K | 3.79% |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 58,500 | $3.0K | 3.55% |
| VISTEON CORP | VC | Consumer Cyclical | 38,000 | $2.9K | 3.40% |
| DOLLAR GENERAL CORP | DG | Consumer Defensive | 50,560 | $2.9K | 3.38% |
| FIFTH & PAC COS INC | KATE | Consumer Cyclical | 112,940 | $2.8K | 3.36% |
| CONN'S INC | CONNQ | Consumer Cyclical | 55,000 | $2.8K | 3.26% |
| ALPHABET INC CL A | — | — | 3,130 | $2.7K | 3.25% |
| YAHOO INC | — | — | 82,000 | $2.7K | 3.22% |
| BEAM INC | BEAM2 | Consumer Defensive | 42,000 | $2.7K | 3.21% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 57,000 | $2.7K | 3.21% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 28,590 | $2.6K | 3.12% |
| COGENT COMMUNICATIONS HOLDINGS INC | CCOI | Communication Services | 68,500 | $2.2K | 2.61% |
| H&R BLOCK INC | HRB | Consumer Cyclical | 81,000 | $2.2K | 2.56% |
| REALOGY HOLDINGS CO | HOUS | Real Estate | 49,000 | $2.1K | 2.50% |
| Constellation Brands Inc Cl A | STZ | Consumer Defensive | 30,370 |