Pomelo Capital Llc (1565772) Portfolio


Number of Companies: 81
Inflow: $336,213 K
Outflow: $-1,040,981 K
Net Flow: $-704,767 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
136 2 Cit Group Inc (CIT) Commercial Finance 2,157,900 Added More 1,115,700 $31.03 $34,620 $66,959
2950 8 General Motors Co (GM) Automobiles 1,075,500 New Holding 1,075,500 $31.43 $33,802 $33,802
37 1 Valeant Pharmaceuticals Inte (VRX) Specialty Pharma 1,626,800 Added More 1,118,300 $26.29 $29,411 $42,784
20 1 Aercap Holdings Nv (AER) Commercial Finance 684,600 New Holding 684,600 $38.75 $26,535 $26,535
2573 17 United States Steel Corp (X) Steel Producers 5,142,900 Added More 1,465,300 $16.04 $23,518 $82,543
2532 19 Freeport-Mcmoran Inc (FCX) Base Metals 4,864,400 Added More 2,227,800 $10.34 $23,035 $50,297
2623 14 Restoration Hardware Holding (RH) Home Products Stores 508,700 New Holding 508,700 $41.90 $21,314 $21,314
169 1 Cemex S Part Cer (CX) Cement And Aggregates 2,838,160 Added More 2,783,160 $7.28 $20,261 $20,661
2900 87 Nuance Communications Inc (NUAN) Application Software 1,536,400 Added More 1,012,900 $18.69 $18,931 $28,715
434 5 Iconix Brand Group Inc (ICON) Apparel Footwear And Acc Design 1,963,200 New Holding 1,963,200 $8.05 $15,803 $15,803
911 5 Brookdale Senior Living Inc (BKD) Health Care Facilities 974,100 New Holding 974,100 $15.88 $15,468 $15,468
2964 15 United Continental Holdings (UAL) Airlines 1,029,400 Added More 138,700 $59.86 $8,302 $61,619
1815 13 Solarcity Corp (SCTY) Renewable Energy Equipment 426,000 Added More 325,800 $24.58 $8,008 $10,471
252 1 Jc Penney Co Inc (JCP) Department Stores 6,338,400 Added More 666,400 $11.06 $7,370 $70,102
1595 7 Navistar International Corp (NAV) Commercial Vehicles 3,608,000 Added More 544,400 $12.52 $6,815 $45,172
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 322,800 Added More 100,000 $61.47 $6,147 $19,842
2700 81 Autodesk Inc (ADSK) Application Software 90,000 New Holding 90,000 $58.31 $5,247 $5,247
3071 42 Intl Business Machines Corp (IBM) It Services 70,000 Added More 30,000 $151.44 $4,543 $10,601
2933 13 Ulta Salon Cosmetics And Fragr (ULTA) Other Spec Retail Discr 21,000 New Holding 21,000 $193.74 $4,068 $4,068
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 672,900 Added More 100,000 $40.11 $4,012 $26,996
2609 22 Yy Inc (YY) Internet Media 1,052,300 Added More 41,300 $61.59 $2,543 $64,811
2408 46 Nabors Industries Ltd (NBR) Oil And Gas Services And Equip 200,000 New Holding 200,000 $9.20 $1,840 $1,840
2201 10 Meritage Homes Corp (MTH) Homebuilders 529,200 Added More 50,000 $36.45 $1,823 $19,294
2361 8 Usg Corp (USG) Non Wood Building Materials 244,100 Added More 69,700 $24.80 $1,729 $6,056
467 2 Kb Home (KBH) Homebuilders 1,050,100 Added More 120,000 $14.28 $1,713 $14,995
2494 56 Frontier Communications Corp (FTR) Telecom Carriers 300,000 New Holding 300,000 $5.59 $1,677 $1,677
522 3 Avon Products Inc (AVP) Household Products 300,000 New Holding 300,000 $4.81 $1,443 $1,443
2280 12 Scientific Games Corp-A (SGMS) Casinos And Gaming 100,000 New Holding 100,000 $9.43 $943 $943
399 2 Cliffs Natural Resources Inc (CLF) Steel Raw Material Suppliers 2,300,800 Added More 306,200 $3.00 $918 $6,902
2516 6 Vale Sa (VALE) Steel Raw Material Suppliers 200,000 New Holding 200,000 $4.21 $842 $842
495 6 Yandex Nv-A (YNDX) Internet Media 895,200 Added More 44,900 $15.32 $687 $13,714
2567 20 Teck Resources Ltd-Cls B (TCK) Base Metals 290,000 Added More 90,000 $7.61 $684 $2,206
2234 50 Invensense Inc (INVN) Semiconductor Devices 837,500 Added More 80,000 $8.40 $672 $7,035
1653 13 Under Armour Inc-Class A (UA) Apparel Footwear And Acc Design 485,700 Added More 7,100 $84.83 $602 $41,201
2056 40 Phh Corp (PHH) Mortgage Finance 177,400 Added More 35,400 $12.54 $443 $2,224
2270 10 Yrc Worldwide Inc (YRCW) Trucking 108,500 Added More 40,000 $9.32 $372 $1,011
406 10 Seadrill Ltd (SDRL) Oil And Gas Services And Equip 6,405,900 Added More 17,600 $3.30 $58 $21,139
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 25,000 No Change 0 $82.15 $0 $2,053
622 5 Wr Grace And Co (GRA) Specialty Chemicals 80,000 No Change 0 $71.18 $0 $5,694
2937 16 Kroger Co (KR) Food And Drug Stores 270,000 No Change 0 $38.25 $0 $10,327
2628 10 Sothebys (BID) Other Commercial Services 220,800 No Change 0 $26.73 $0 $5,901
2921 14 Delta Air Lines Inc (DAL) Airlines 183,400 No Change 0 $48.68 $0 $8,927
86 4 Workday Inc-Class A (WDAY) Application Software 43,600 No Change 0 $76.83 $0 $3,350
2433 13 Melco Crown Entertainme (MPEL) Casinos And Gaming 500,000 No Change 0 $16.51 $0 $8,255
564 3 Toll Brothers Inc (TOL) Homebuilders 10,000 No Change 0 $29.51 $0 $295
2441 20 Sina Corp (SINA) Internet Media 484,100 No Change 0 $47.36 $0 $22,931
2830 14 Tesoro Corp (TSO) Refining And Marketing 122,300 No Change 0 $86.01 $0 $10,519
2226 11 Beazer Homes Usa Inc (BZH) Homebuilders 21,600 Sold Some -20,000 $8.72 $-174 $188
305 2 American Axle And Mfg Holdings (AXL) Auto Parts 443,700 Sold Some -23,000 $15.39 $-353 $6,828
560 7 Centurylink Inc (CTL) Telecom Carriers 762,100 Sold Some -12,000 $31.95 $-383 $24,356
339 2 Ak Steel Holding Corp (AKS) Steel Producers 650,000 Sold Some -150,000 $4.13 $-619 $2,684
2688 6 Realogy Holdings Corp (RLGY) Real Estate Services 0 Sold All -20,000 $36.11 $-722 $0
181 1 Lennar Corp-A (LEN) Homebuilders 147,400 Sold Some -25,000 $48.36 $-1,209 $7,128
345 17 Cobalt International Energy (CIE) Exploration And Production 1,949,200 Sold Some -537,600 $2.97 $-1,596 $5,789
2770 8 Caterpillar Inc (CAT) Construction And Mining Machinery 173,100 Sold Some -46,900 $76.54 $-3,589 $13,249
2445 21 Yelp Inc (YELP) Internet Media 0 Sold All -195,000 $19.87 $-3,876 $0
197 6 Linear Technology Corp (LLTC) Semiconductor Devices 0 Sold All -132,100 $44.56 $-5,886 $0
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 25,000 Sold Some -10,000 $593.64 $-5,936 $14,841
2550 65 Chesapeake Energy Corp (CHK) Exploration And Production 2,032,600 Sold Some -1,802,100 $4.12 $-7,424 $8,374
2986 89 Salesforcecom Inc (CRM) Application Software 94,400 Sold Some -139,400 $73.83 $-10,291 $6,969
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 10,000 Sold Some -8,500 $1288.95 $-10,956 $12,889
2657 43 Mbia Inc (MBI) P And C Insurance 0 Sold All -1,299,400 $8.85 $-11,499 $0
273 4 Webmd Health Corp (WBMD) Internet Media 0 Sold All -216,359 $62.63 $-13,550 $0
2889 12 Cbs Corp-Class B Non Voting (CBS) Entertainment Content 73,200 Sold Some -256,500 $55.09 $-14,130 $4,032
3079 54 Apple Inc (AAPL) Communications Equipment 62,600 Sold Some -137,400 $108.98 $-14,975 $6,822
2913 24 Ashland Inc (ASH) Specialty Chemicals 0 Sold All -145,000 $109.95 $-15,944 $0
2399 4 Weight Watchers Intl Inc (WTW) Personal Care Services 2,393,400 Sold Some -1,109,700 $14.53 $-16,123 $34,776
2571 15 Mgm Resorts International (MGM) Casinos And Gaming 1,271,600 Sold Some -763,800 $21.44 $-16,375 $27,263
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 92,500 Sold Some -111,300 $163.13 $-18,157 $15,090
1619 4 Petroleo Brasileiro (PBR) Integrated Oils 1,521,200 Sold Some -3,416,300 $5.84 $-19,951 $8,883
127 4 Micron Technology Inc (MU) Semiconductor Devices 0 Sold All -1,980,700 $10.47 $-20,737 $0
2 1 Yahoo Inc (YHOO) Internet Media 0 Sold All -686,200 $36.81 $-25,259 $0
2721 7 Etrade Financial Corp (ETFC) Wealth Management 0 Sold All -1,209,500 $24.49 $-29,620 $0
3068 39 Mcdonalds Corp (MCD) Restaurants 0 Sold All -298,000 $125.68 $-37,452 $0
2449 62 Interoil Corp (IOC) Exploration And Production 0 Sold All -1,230,000 $31.83 $-39,150 $0
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 0 Sold All -742,000 $76.48 $-56,748 $0
2973 23 Constellation Brands Inc-A (STZ) Beverages 143,300 Sold Some -407,900 $151.08 $-61,629 $21,651
2592 79 Adobe Systems Inc (ADBE) Application Software 142,500 Sold Some -673,700 $93.80 $-63,193 $13,366
2942 7 Tesla Motors Inc (TSLA) Automobiles 0 Sold All -622,600 $229.77 $-143,054 $0
3074 26 Facebook Inc-A (FB) Internet Media 140,000 Sold Some -1,476,600 $114.09 $-168,480 $15,974
2984 25 Netflix Inc (NFLX) Internet Media 774,800 Sold Some -1,975,200 $102.23 $-201,924 $79,207