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