Talkot Capital Llc (1569502) Portfolio


Number of Companies: 12
Inflow: $7,590 K
Outflow: $-46,053 K
Net Flow: $-38,462 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)
453 7 American Capital Mortgage In (MTGE) Mortgage Finance 545,600 Added More 320,600 $14.68 $4,706 $8,009
2172 3 Enpro Industries Inc (NPO) Rubber And Plastic 100,000 Added More 50,000 $57.68 $2,884 $5,768
949 21 Dynex Capital Inc (DX) Mortgage Finance 1,305,083 No Change 0 $6.65 $0 $8,678
70 2 Silver Wheaton Corp (SLW) Precious Metal Mining 75,000 No Change 0 $16.58 $0 $1,243
536 10 Nationstar Mortgage Holdings (NSM) Mortgage Finance 0 Sold All -80,438 $9.90 $-796 $0
188 1 Hatteras Financial Corp (HTS) Mortgage Finance 180,000 Sold Some -82,675 $14.30 $-1,182 $2,574
660 7 Slm Corp (SLM) Consumer Finance 0 Sold All -300,000 $6.36 $-1,908 $0
137 5 Parallel Media Group Plc (PAA) Midstream Oil And Gas 0 Sold All -150,000 $20.96 $-3,145 $0
286 3 Annaly Capital Management In (NLY) Mortgage Finance 0 Sold All -350,000 $10.26 $-3,591 $0
1717 33 Walker And Dunlop Inc (WD) Mortgage Finance 500,000 Sold Some -256,295 $24.27 $-6,220 $12,135
1032 24 Cys Investments Inc (CYS) Mortgage Finance 0 Sold All -819,401 $8.14 $-6,669 $0
2442 44 American Capital Agency Corp (AGNC) Mortgage Finance 0 Sold All -1,209,877 $18.62 $-22,540 $0