Stock Taper 
ALYDAR PARTNERS LLC
Latest 13F filing data - Q1 2015
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SunPower Inc. | SPWR | 320K | $10.02M |
 PulteGroup, Inc. | PHM | 180K | $4M |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 160K | $2.92M |
 SolarEdge Technologies, Inc. | SEDG | 150K | $3.29M |
 Masco Corporation | MAS | 130K | $3.47M |
 Meta Platforms, Inc. | META | 110K | $9.04M |
 Fidelity National Financial, Inc. | FNF | 95K | $3.49M |
 Encore Capital Group, Inc. | ECPG | 80K | $3.33M |
 Beazer Homes USA, Inc. | BZH | 80K | $1.42M |
 First American Financial Corporation | FAF | 75K | $2.68M |
 Golar LNG Limited | GLNG | 65K | $2.16M |
 American Water Works Company, Inc. | AWK | 60K | $3.25M |
 Vulcan Materials Company | VMC | 50K | $4.21M |
 AMC Global Media Inc. | AMCX | 50K | $3.83M |
 Guidewire Software, Inc. | GWRE | 50K | $2.63M |
 Tesla, Inc. | TSLA | 46K | $8.68M |
 BankUnited, Inc. | BKU | 45K | $1.47M |
 Lithia Motors, Inc. | LAD | 35K | $3.48M |
 United Natural Foods, Inc. | UNFI | 35K | $2.7M |
 Apple Inc. | AAPL | 35K | $4.36M |