Current Portfolio

OWL Investment Group

2014-2015 Current Positions (September 2014)

Verizon Communications (VZ)

NTT Communications (NTT)

Anika Therapeutics Inc. (ANIK)

Chipotle (CMG)

Delta (DAL)

Disney (DIS)

Jack in the Box (JACK)

JP Morgan Chase (JPM)

KKR & Co. (KKR)

Michael Kors (KORS)

Netease (NTES)

Spirit Airlines (SAVE)

Simon Property Group (SPG)

Constellation Brands (STZ)

Synaptics (SYNA)

Washington Prime Group (WPG)

  2013-2014 Positions

McDonalds Corp (MCD)

Apple Inc. (AAPL)

Buffalo Wild Wings Inc. (BWLD)

Methode Electrics, Inc. (MEI)

Proto Labs, Inc. (PRLB)

Sprouts Farmers Market, Inc. (SFM)

Sanchez Energy Corp (SN)

Under Armour, Inc.  (UA)

2013-2013 Current Positions 

Apple Inc (AAPL)

CIA Energetica Minas Gerais (CIG)

Crestwood Midstream Partners LP (CMLP)

Cisco Sys Inc (CSCO)

Cyclacel Pharmaceuticals Inc (CYCC)

E M C Corp Mass (EMC)

Esterline Tech Corp (ESL)

Ford (F)

Honda Motor Co (HMC)

Intel Corp (INTC)

Kraft Foods Group (KRFT)

McDonalds Corp (MCD)

Mondelez Intl Inc (MDLZ)

Microsoft Corp (MSFT)

BOSTON BEER COMPANY INC CLA (SAM)

SCHLUMBERGER LIMITED COM STK (SLB)

Swift Transportation Co (SWFT)

Teva Pharmaceutical Industries (TEVA)

Tempur Pedic Intl Inc (TPX)

Yongye Intl Inc (YONG)

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The OWL Investment Group (OIG) portfolio is managed by the Executive Director, Portfolio Manager and the Portfolio Management Committee (PMC – new as of 2012-2013). Members of OIG pitch investments and stocks at the general body meetings, in consultation with the Portfolio Management Committee. For more information on our portfolio, investments, or if you are interested in pitching a stock please contact the Portfolio Manager.

 

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