
ALYDAR PARTNERS LLC
Latest 13F filing data - Q1 2015
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SPWR | 320K | $10.02M |
![]() | PHM | 180K | $4.00M |
![]() | HASI | 160K | $2.92M |
![]() | SEDG | 150K | $3.29M |
![]() | MAS | 130K | $3.47M |
![]() | TRUE | 120K | $2.14M |
![]() | META | 110K | $9.04M |
![]() | FNF | 95K | $3.49M |
![]() | ECPG | 80K | $3.33M |
![]() | BZH | 80K | $1.42M |
![]() | FAF | 75K | $2.68M |
![]() | GLNG | 65K | $2.16M |
![]() | AWK | 60K | $3.25M |
![]() | VMC | 50K | $4.21M |
![]() | AMCX | 50K | $3.83M |
![]() | GWRE | 50K | $2.63M |
![]() | TSLA | 46K | $8.68M |
![]() | BKU | 45K | $1.47M |
![]() | UNFI | 35K | $2.70M |
![]() | LAD | 35K | $3.48M |

SunPower Inc.
SPWR
Shares Held
320K
Value
$10.02M

PulteGroup, Inc.
PHM
Shares Held
180K
Value
$4.00M

HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
160K
Value
$2.92M

SolarEdge Technologies, Inc.
SEDG
Shares Held
150K
Value
$3.29M

Masco Corporation
MAS
Shares Held
130K
Value
$3.47M

TrueCar, Inc.
TRUE
Shares Held
120K
Value
$2.14M

Meta Platforms, Inc.
META
Shares Held
110K
Value
$9.04M

Fidelity National Financial, Inc.
FNF
Shares Held
95K
Value
$3.49M

Encore Capital Group, Inc.
ECPG
Shares Held
80K
Value
$3.33M

Beazer Homes USA, Inc.
BZH
Shares Held
80K
Value
$1.42M

First American Financial Corporation
FAF
Shares Held
75K
Value
$2.68M

Golar LNG Limited
GLNG
Shares Held
65K
Value
$2.16M

American Water Works Company, Inc.
AWK
Shares Held
60K
Value
$3.25M

Vulcan Materials Company
VMC
Shares Held
50K
Value
$4.21M

AMC Networks Inc.
AMCX
Shares Held
50K
Value
$3.83M

Guidewire Software, Inc.
GWRE
Shares Held
50K
Value
$2.63M

Tesla, Inc.
TSLA
Shares Held
46K
Value
$8.68M

BankUnited, Inc.
BKU
Shares Held
45K
Value
$1.47M

United Natural Foods, Inc.
UNFI
Shares Held
35K
Value
$2.70M

Lithia Motors, Inc.
LAD
Shares Held
35K
Value
$3.48M
