PCO INVESTMENT MANAGEMENT LP 13F Holdings

CIK 0001591641 · Mill Valley, CA

As of Jun 30, 2015, PCO INVESTMENT MANAGEMENT LP reported 34 positions worth 77.3K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
RACKSPACE HOSTING INCRAXCommunication Services286,251 0.6K6.00%
HURON CONSULTING GROUP INCHURNIndustrials136,851$9.6K5.41%
MICROSOFT CORPMSFTTechnology208,880$9.2K5.20%
TYCO INTL PLCTYCReal Estate224,250$8.6K4.87%
CARMIKE CINEMAS INCCKECCommunication Services280,905$7.5K4.20%
DISCOVER FINANCIAL SERVICESDFSFinancial Services129,024$7.4K4.19%
CBS CORP NEW——132,939$7.4K4.16%
Hubbell Inc Class B——67,665$7.3K4.13%
INTERNAP CORPINAPQTechnology731,623$6.8K3.82%
QUANTA SERVICES INCPWRIndustrials226,309$6.5K3.68%
ASCENA RETAIL GROUP INCASNAQConsumer Cyclical350,630$5.8K3.29%
KAPSTONE PAPER & PACKAGING CKSBasic Materials250,618$5.8K3.27%
AMERICAN EAGLE OUTFITTERS INCAEOConsumer Cyclical326,242$5.6K3.17%
AVG TECHNOLOGIEAVGTFTechnology192,611$5.2K2.96%
KORN FERRYKFYIndustrials150,420$5.2K2.95%
AGILENT TECHNOLOGIES INCAHealthcare135,100$5.2K2.94%
TREDEGAR CORPTGIndustrials228,376$5.0K2.85%
CALIX INCCALXTechnology659,179$5.0K2.83%
TRIBUNE MEDIA COTRCOCommunication Services91,572$4.9K2.76%
WEB.COM GROUP INCWEBCommunication Services197,166$4.8K2.69%
URBAN OUTFITTERS INCURBNConsumer Cyclical135,000$4.7K2.66%
LADDER CAPITAL CORPLADRReal Estate270,694$4.7K2.65%
EXTREME NETWORKS INCEXTRTechnology1,686,669$4.5K2.56%
UNITED RENTALS INCURIIndustrials47,990$4.2K2.37%
Media General Ord ShsMEG1Communication Services247,330$4.1K2.30%