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Institutional Investment Manager
DELPHI MANAGEMENT INC /MA/
DELPHI MANAGEMENT INC /MA/ (CIK: 0000767684) incorporated in Massachusetts, located at 9 Sears Rd, Brookline, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0000767684-15-000002) filed in 2015.02.06
#
Name
Shares
Value ($)
%
Options
Notes
1 CBS CORP NEW 156,126 21,567 3.52%
2 GOLUB CAP BDC INC 68,560 11,069 1.80%
3 AMC NETWORKS INC CL A 45,177 10,900 1.78%
4 National Australia Bank ADR 142,226 10,624 1.73%
5 InterDigital Inc 189,616 10,552 1.72%
6 PRUDENTIAL FINL INC 155,054 10,358 1.69%
7 CUSTOMERS BANCORP INC COM 149,071 10,322 1.68%
8 D R HORTON INC 191,863 10,265 1.67%
9 FEDEX CORP 114,360 10,181 1.66%
10 WESTERN UN CO 134,741 10,134 1.65%
11 TIME WARNER INC 178,410 10,068 1.64%
12 DISNEY WALT CO 124,326 9,895 1.61%
13 ACTAVIS PLC F 94,166 9,875 1.61%
14 CHECK POINT SOFTWARE TECH LT 173,293 9,860 1.61%
15 TORONTO DOMINION BK ONT 169,305 9,828 1.60%
16 THOR INDS INC 99,620 9,758 1.59%
17 WESCO INTL INC 79,249 9,645 1.57%
18 BUCKLE INC 127,509 9,637 1.57%
19 WPP PLC NEW 244,397 9,622 1.57%
20 OMNICOM GROUP INC 336,045 9,584 1.56%
21 SUPER MICRO COMPUTER INC COM 127,520 9,535 1.55%
22 BELMOND LTD 226,612 9,404 1.53%
23 SANOFI 244,949 9,377 1.53%
24 FRANKLIN RESOURCES INC 57,835 9,370 1.53%
25 METHANEX CORP 118,837 9,362 1.53%
26 AVNET INC 168,800 9,343 1.52%
27 ROYAL BK CDA MONTREAL QUE 134,884 9,288 1.51%
28 WINNEBAGO INDS INC COM 187,002 9,236 1.51%
29 GOLDMAN SACHS GROUP INC 129,479 9,145 1.49%
30 THERMO FISHER SCIENTIFIC INC 127,598 9,117 1.49%
31 PVH CORPORATION 199,406 9,071 1.48%
32 BERKSHIRE HATHAWAY INC DEL 124,346 8,924 1.45%
33 ROSS STORES INC 125,704 8,593 1.40%
34 TYSON FOODS INC 94,719 8,575 1.40%
35 MAGNA INTL INC 112,509 8,527 1.39%
36 COHU INC 157,000 8,400 1.37%
37 PDC ENERGY INC 43,133 8,397 1.37%
38 PLEXUS CORP COM 191,918 8,214 1.34%
39 EASTMAN CHEM CO 146,125 8,060 1.31%
40 WELLS FARGO & CO NEW 173,557 7,878 1.28%
41 STAG INDL INC 64,909 7,864 1.28%
42 MERITAGE HOMES CORP COM 280,743 7,852 1.28%
43 LASALLE HOTEL PPTYS 83,578 7,783 1.27%
44 HUNTSMAN CORP 112,896 7,540 1.23%
45 SYNNEX CORP 261,581 7,447 1.21%
46 TRIPLEPOINT VENTURE GROWTH B COM 99,209 7,377 1.20%
47 SANDISK CORP 821,255 7,342 1.20%
48 VERIZON COMMUNICATIONS INC 244,240 7,186 1.17%
49 MICROSEMI CORP 69,949 7,117 1.16%
50 LIBERTY GLOBAL PLC 271,960 7,068 1.15%
Page 1 of 3
Restatement filing (0000767684-15-000003) filed in 2015.02.06
#
Name
Shares
Value ($)
%
Options
Notes
101 HALLIBURTON CO 5,120 201 0.03%
Page 3 of 3