0001140361-14-004528.txt : 20140204 0001140361-14-004528.hdr.sgml : 20140204 20140204172355 ACCESSION NUMBER: 0001140361-14-004528 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140204 DATE AS OF CHANGE: 20140204 EFFECTIVENESS DATE: 20140204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GIOVINE CAPITAL GROUP LLC CENTRAL INDEX KEY: 0001212225 IRS NUMBER: 954702917 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10343 FILM NUMBER: 14573296 BUSINESS ADDRESS: STREET 1: 1333 2ND STREET STREET 2: SUITE 650 CITY: SANTA MONICA STATE: CA ZIP: 90401 BUSINESS PHONE: 3105872000 MAIL ADDRESS: STREET 1: 1333 2ND STREET STREET 2: SUITE 650 CITY: SANTA MONICA STATE: CA ZIP: 90401 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001212225 XXXXXXXX 12-31-2013 12-31-2013 GIOVINE CAPITAL GROUP LLC
1333 2ND STREET SUITE 650 SANTA MONICA CA 90401
13F HOLDINGS REPORT 028-10343 N
John Ku Chief Financial Officer 310-587-2000 /s/ John Ku Santa Monica CA 02-04-2014 0 47 230163 false
INFORMATION TABLE 2 form13fInfoTable.xml ANADARKO PETE CORP COM 032511107 6879 86726 SH SOLE 86726 0 0 APPLE INC COM 037833100 6581 11730 SH SOLE 11730 0 0 ASSURED GUARANTY LTD COM G0585R106 6577 278810 SH SOLE 278810 0 0 AUTODESK INC COM 052769106 2516 50000 SH SOLE 50000 0 0 COMMONWEALTH REIT COM SH BEN INT 203233101 7298 313070 SH SOLE 313070 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 3894 99156 SH SOLE 99156 0 0 CORELOGIC INC COM 21871D103 819 23050 SH SOLE 23050 0 0 DEERE & CO COM 244199105 3135 34328 SH SOLE 34328 0 0 DISH NETWORK CORP CL A 25470M109 6468 111670 SH SOLE 111670 0 0 ENERGIZER HLDGS INC COM 29266R108 6209 57360 SH SOLE 57360 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 1618 13811 SH SOLE 13811 0 0 FOREST LABS INC COM 345838106 11484 191305 SH SOLE 191305 0 0 GENCORP INC COM 368682100 547 30328 SH SOLE 30328 0 0 GENERAL MLS INC COM 370334104 382 7660 SH SOLE 7660 0 0 HERBALIFE LTD COM USD SHS G4412G101 8585 109089 SH SOLE 109089 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 572 20000 SH SOLE 20000 0 0 HESS CORP COM 42809H107 6791 81820 SH SOLE 81820 0 0 HOME DEPOT INC COM 437076102 9411 114292 SH SOLE 114292 0 0 HONEYWELL INTL INC COM 438516106 3616 39570 SH SOLE 39570 0 0 HYSTER YALE MATLS HANDLING I CL A 449172105 4328 46454 SH SOLE 46454 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3805 20287 SH SOLE 20287 0 0 JOY GLOBAL INC COM 481165108 4118 70400 SH SOLE 70400 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 2279 18408 SH SOLE 18408 0 0 LENNAR CORP CL A 526057104 3943 99662 SH SOLE 99662 0 0 LOCKHEED MARTIN CORP COM 539830109 4912 33039 SH SOLE 33039 0 0 LOWES COS INC COM 548661107 4885 98582 SH SOLE 98582 0 0 MASONITE INTL CORP NEW COM 575385109 10026 167105 SH SOLE 167105 0 0 MBIA INC COM 55262C100 5389 451300 SH SOLE 451300 0 0 MCDONALDS CORP COM 580135101 2869 29566 SH SOLE 29566 0 0 MOHAWK INDS INC COM 608190104 4649 31222 SH SOLE 31222 0 0 MONDELEZ INTL INC CL A 609207105 530 15000 SH SOLE 15000 0 0 MOSAIC CO NEW COM 61945C103 6378 134924 SH SOLE 134924 0 0 NETAPP INC COM 64110D104 5056 122900 SH SOLE 122900 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 8085 85011 SH SOLE 85011 0 0 PACCAR INC COM 693718108 7054 119221 SH SOLE 119221 0 0 PHILIP MORRIS INTL INC COM 718172109 3112 35717 SH SOLE 35717 0 0 POST HLDGS INC COM 737446104 4919 99832 SH SOLE 99832 0 0 POTASH CORP SASK INC COM 73755L107 7340 222700 SH SOLE 222700 0 0 QUALCOMM INC COM 747525103 743 10000 SH SOLE 10000 0 0 SHERWIN WILLIAMS CO COM 824348106 5033 27429 SH SOLE 27429 0 0 TEXAS INDS INC COM 882491103 4158 60453 SH SOLE 60453 0 0 TRONOX LTD SHS CL A Q9235V101 3200 138726 SH SOLE 138726 0 0 UNILEVER N V N Y SHS NEW 904784709 4587 114007 SH SOLE 114007 0 0 UNITED PARCEL SERVICE INC CL B 911312106 5506 52400 SH SOLE 52400 0 0 VISA INC COM CL A 92826C839 3641 16352 SH SOLE 16352 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 10856 276158 SH SOLE 276158 0 0 WALGREEN CO COM 931422109 5380 93661 SH SOLE 93661 0 0