Zelman Capital LLC 13F Holdings

CIK 0001592162

As of Dec 31, 2016, Zelman Capital LLC reported 14 positions worth $81.9K in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
BUILDERS FIRSTSOURCE INCBLDRBasic Materials1,370,906 5.0K18.36%
PRIMO WTR CORPPRMW1Consumer Defensive701,048$8.6K10.51%
MASONITE INTERNATIONAL CORPDOORBasic Materials121,429$8.0K9.76%
CENTURY COMMUNITIES INCCCSConsumer Cyclical345,486$7.3K8.86%
TECNOGLASS INCTGLSBasic Materials589,799$7.2K8.82%
HOSTESS BRANDS INCTWNKConsumer Defensive533,464$6.9K8.47%
NCI BUILDING SYS INCCNR2Basic Materials445,614$6.2K7.59%
US CONCRETE INCUSCRBasic Materials85,340$5.6K6.83%
SUMMIT MATLS INC——225,349$5.4K6.55%
ATKORE INCATKRIndustrials170,000$4.1K4.96%
CONTINENTAL BUILDING PRODUCTSCBPXBasic Materials151,184$3.5K4.26%
REIS INCREISReal Estate87,920$2.0K2.39%
ICHOR HOLDINGS LTDICHRTechnology150,000 .6K1.98%
CONYERSCPAA1Industrials50,000$543.00.66%