Dark
Light
System
Institutional Investment Manager
Zelman Capital LLC
Zelman Capital LLC (CIK: 0001592162) incorporated in Ohio, located at 3333 Richmond Road, Suite 340, Beachwood, OH. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001387131-15-000538) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 HEADWATERS INC COM 904,461 13,558 8.84%
2 NORTHSTAR ASSET 485,000 10,946 7.14%
3 U S CONCRETE INC 345,809 9,838 6.42%
4 NORTHSTAR RLTY FIN CORP COM NEW 550,937 9,685 6.32%
5 PRIMO WTR CORP COM 1,926,473 8,303 5.41%
6 LADDER CAP CORP 401,229 7,868 5.13%
7 PGT INNOVATIONS INC COM 813,893 7,838 5.11%
8 BJS RESTAURANTS INC COM 130,000 6,527 4.26%
9 ADVANCED DRAIN SYS INC DEL 278,329 6,396 4.17%
10 PENNYMAC MTG INVT TR 300,000 6,327 4.13%
11 DIXIE GROUP INC CL A 653,670 5,994 3.91%
12 SYNAPTICS INC 84,394 5,810 3.79%
13 STONEGATE MTG CORP 485,161 5,803 3.78%
14 LEE ENTERPRISES INC 1,446,531 5,323 3.47%
15 ALLEGION PUB LTD CO 93,000 5,158 3.36%
16 COMFORT SYS USA INC 295,425 5,058 3.30%
17 BLACKSTONE MTG TR INC 159,271 4,641 3.03%
18 DEL FRISCOS RESTAURANT GROUP COM 177,630 4,217 2.75%
19 CONTINENTAL BLDG PRODS INC COM 227,000 4,025 2.62%
20 ISTAR INC COM 286,571 3,912 2.55%
21 NEWTEK BUSINESS SVCS CORP COM NEW 250,000 3,690 2.41%
22 COOPER STD HLDGS INC 60,282 3,489 2.28%
23 HOUGHTON MIFFLIN HARCOURT CO 135,584 2,808 1.83%
24 CENVEO INC 1,272,027 2,671 1.74%
25 NEFF CORP COM CL A 206,445 2,327 1.52%
26 TECNOGLASS INC 102,722 1,037 0.68%
27 BMC STOCK HOLDINGS INC 5,419 83 0.05%
28 TRC COS INC 2,127 13 0.01%