0001361936-14-000004.txt : 20140204 0001361936-14-000004.hdr.sgml : 20140204 20140204122650 ACCESSION NUMBER: 0001361936-14-000004 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: Seminole Management Co., Inc. CENTRAL INDEX KEY: 0001361936 IRS NUMBER: 133875595 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11907 FILM NUMBER: 14571012 BUSINESS ADDRESS: STREET 1: 126 EAST 56TH STREET STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-838-6055 MAIL ADDRESS: STREET 1: 126 EAST 56TH STREET STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001361936 XXXXXXXX 12-31-2013 12-31-2013 Seminole Management Co., Inc.

126 EAST 56TH STREET 30TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-11907 N Paul C. Shiverick 212-838-6055 Paul Shiverick New York NY 02-04-2014 2 74 2024258 false 1 Michael Messner 2 Paul Shiverick INFORMATION TABLE 2 SEM_13F_Q4.xml AFLAC INC COM 001055102 35927 537826 SH SOLE 537826 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 16501 653521 SH SOLE 653521 0 0 AMERICAN ELEC PWR INC COM 025537101 18065 386500 SH SOLE 386500 0 0 APPLE INC COM 037833100 134757 240200 SH SOLE 240200 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 8473 142712 SH SOLE 142712 0 0 AT&T INC COM 00206R102 16692 474736 SH SOLE 474736 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 29583 621893 SH SOLE 621893 0 0 BANK OF AMERICA CORPORATION COM 060505104 11687 750600 SH SOLE 750600 0 0 BARCLAYS PLC ADR 06738E204 42961 2369598 SH SOLE 2369598 0 0 BOEING CO COM 097023105 139034 1018639 SH SOLE 1018639 0 0 BP PLC SPONSORED ADR 055622104 4112 84600 SH SOLE 84600 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 7071 109625 SH SOLE 109625 0 0 CISCO SYS INC COM 17275R102 13468 600438 SH SOLE 600438 0 0 CITIGROUP INC COM NEW 172967424 79070 1517376 SH SOLE 1517376 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 13458 342700 SH SOLE 342700 0 0 CONOCOPHILLIPS COM 20825C104 34110 482797 SH SOLE 482797 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 36868 1187762 SH SOLE 1187762 0 0 CVS CAREMARK CORPORATION COM 126650100 9567 133680 SH SOLE 133680 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 88413 3218529 SH SOLE 3218529 0 0 DEUTSCHE BANK AG NAMEN AKT D18190898 18595 385463 SH SOLE 385463 0 0 DOW CHEM CO COM 260543103 31955 719705 SH SOLE 719705 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 15297 235449 SH SOLE 235449 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 37628 545255 SH SOLE 545255 0 0 E M C CORP MASS COM 268648102 252 10000 SH SOLE 10000 0 0 EASTMAN CHEM CO COM 277432100 25356 314200 SH SOLE 314200 0 0 EMBRAER S A SP ADR REP 4 COM 29082A107 15105 469403 SH SOLE 469403 0 0 EMERSON ELEC CO COM 291011104 16017 228228 SH SOLE 228228 0 0 EXELIS INC COM 30162A108 435 22800 SH SOLE 22800 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 6729 95800 SH SOLE 95800 0 0 FACEBOOK INC CL A 30303M102 11094 203000 SH SOLE 203000 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 30270 1961731 SH SOLE 1961731 0 0 GENERAL ELECTRIC CO COM 369604103 1630 58145 SH SOLE 58145 0 0 GENWORTH FINL INC COM CL A 37247D106 6367 410000 SH SOLE 410000 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 14479 271200 SH SOLE 271200 0 0 GOOGLE INC CL A 38259P508 69123 61678 SH SOLE 61678 0 0 HALLIBURTON CO COM 406216101 32972 649686 SH SOLE 649686 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 9053 316300 SH SOLE 316300 0 0 HOLLYFRONTIER CORP COM 436106108 15652 315000 SH SOLE 315000 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 25328 459419 SH SOLE 459419 0 0 HUMANA INC COM 444859102 28933 280300 SH SOLE 280300 0 0 ING GROEP N V SPONSORED ADR 456837103 266 19022 SH SOLE 19022 0 0 INTEL CORP COM 458140100 34184 1317034 SH SOLE 1317034 0 0 JETBLUE AIRWAYS CORP COM 477143101 6231 729648 SH SOLE 729648 0 0 JOHNSON & JOHNSON COM 478160104 23638 258082 SH SOLE 258082 0 0 KKR & CO L P DEL COM UNITS 48248M102 1159 47600 SH SOLE 47600 0 0 KOHLS CORP COM 500255104 1362 24000 SH SOLE 24000 0 0 LAZARD LTD SHS A G54050102 2298 50703 SH SOLE 50703 0 0 LINCOLN NATL CORP IND COM 534187109 25695 497774 SH SOLE 497774 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2730 34000 SH SOLE 34000 0 0 MACYS INC COM 55616P104 10146 190000 SH SOLE 190000 0 0 MICRON TECHNOLOGY INC COM 595112103 55312 2543064 SH SOLE 2543064 0 0 MICROSOFT CORP COM 594918104 45648 1220215 SH SOLE 1220215 0 0 PARTNERRE LTD COM G6852T105 33382 316625 SH SOLE 316625 0 0 PHILLIPS 66 COM 718546104 1236 16021 SH SOLE 16021 0 0 PILGRIMS PRIDE CORP NEW COM 72147K108 913 56200 SH SOLE 56200 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 9662 122000 SH SOLE 122000 0 0 QUALCOMM INC COM 747525103 50775 683836 SH SOLE 683836 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 86532 1214145 SH SOLE 1214145 0 0 SANDISK CORP COM 80004C101 66347 940559 SH SOLE 940559 0 0 SIRIUS XM HLDGS INC COM 82968B103 5998 1718689 SH SOLE 1718689 0 0 SOUTHERN CO COM 842587107 11959 290894 SH SOLE 290894 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1157 33953 SH SOLE 33953 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 904 9837 SH SOLE 9837 0 0 TIVO INC COM 888706108 1775 135300 SH SOLE 135300 0 0 TOTAL S A SPONSORED ADR 89151E109 49973 815624 SH SOLE 815624 0 0 TYSON FOODS INC CL A 902494103 113038 3378311 SH SOLE 3378311 0 0 UNITED CONTL HLDGS INC COM 910047109 10153 268389 SH SOLE 268389 0 0 UNITED RENTALS INC COM 911363109 5285 67800 SH SOLE 67800 0 0 UNUM GROUP COM 91529Y106 45635 1300881 SH SOLE 1300881 0 0 VALERO ENERGY CORP NEW COM 91913Y100 10655 211400 SH SOLE 211400 0 0 WALGREEN CO COM 931422109 7339 127770 SH SOLE 127770 0 0 WELLPOINT INC COM 94973V107 65871 712970 SH SOLE 712970 0 0 WHIRLPOOL CORP COM 963320106 30723 195862 SH SOLE 195862 0 0 YAHOO INC COM 984332106 54190 1340000 SH SOLE 1340000 0 0