0001361936-14-000008.txt : 20141031 0001361936-14-000008.hdr.sgml : 20141031 20141031152711 ACCESSION NUMBER: 0001361936-14-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141031 DATE AS OF CHANGE: 20141031 EFFECTIVENESS DATE: 20141031 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: 141186424 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 09-30-2014 09-30-2014 Seminole Management Co., Inc.

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

13F HOLDINGS REPORT 028-11907 N Paul Shiverick 212-838-6055 Paul Shiverick New York NY 10-31-2014 2 47 2397544 true 1 Paul Shiverick 2 Michael Messner INFORMATION TABLE 2 13F_Q3_2014.xml SEMINOLE MANAGEMENT CO. INC. AETNA INC NEW COM 00817Y108 8396 103652 SH SOLE 103652 0 0 ALLSTATE CORP COM 020002101 142811 2327043 SH SOLE 2327043 0 0 AT&T INC COM 00206R102 81281 2306500 SH SOLE 2306500 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 65195 1377462 SH SOLE 1377462 0 0 BANK AMER CORP COM 060505104 15949 935400 SH SOLE 935400 0 0 BOEING CO COM 097023105 62941 494117 SH SOLE 494117 0 0 CHUBB CORP COM 171232101 26097 286524 SH SOLE 286524 0 0 CIGNA CORPORATION COM 125509109 8634 95200 SH SOLE 95200 0 0 CISCO SYS INC COM 17275R102 27837 1105958 SH SOLE 1105958 0 0 CITIGROUP INC COM NEW 172967424 187305 3614529 SH SOLE 3614529 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 1765 32214 SH SOLE 32214 0 0 CONOCOPHILLIPS COM 20825C104 17591 229891 SH SOLE 229891 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 93733 2592877 SH SOLE 2592877 0 0 DICE HLDGS INC COM 253017107 184 22000 SH SOLE 22000 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 54954 734976 SH SOLE 734976 0 0 EMBRAER S A SP ADR REP 4 COM 29082A107 13721 349853 SH SOLE 349853 0 0 FEDEX CORP COM 31428X106 108292 670749 SH SOLE 670749 0 0 HEWLETT PACKARD CO COM 428236103 187163 5276658 SH SOLE 5276658 0 0 HONDA MOTOR LTD AMERN SHS 438128308 42333 1234905 SH SOLE 1234905 0 0 INTEL CORP COM 458140100 74187 2130595 SH SOLE 2130595 0 0 KELLOGG CO COM 487836108 14389 233589 SH SOLE 233589 0 0 KRAFT FOODS GROUP INC COM 50076Q106 15667 277779 SH SOLE 277779 0 0 KROGER CO COM 501044101 66608 1280927 SH SOLE 1280927 0 0 LAZARD LTD SHS A G54050102 892 17600 SH SOLE 17600 0 0 METHANEX CORP COM 59151K108 1256 18808 SH SOLE 18808 0 0 MICRON TECHNOLOGY INC COM 595112103 84340 2461755 SH SOLE 2461755 0 0 MICROSOFT CORP COM 594918104 92329 1991559 SH SOLE 1991559 0 0 NCR CORP NEW COM 62886E108 16969 507911 SH SOLE 507911 0 0 OPPENHEIMER HLDGS INC CL A NON VTG 683797104 257 12700 SH SOLE 12700 0 0 ORACLE CORP COM 68389X105 28776 751725 SH SOLE 751725 0 0 PARTNERRE LTD COM G6852T105 69159 629343 SH SOLE 629343 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 43159 566915 SH SOLE 566915 0 0 SIRIUS XM HLDGS INC COM 82968B103 6085 1743621 SH SOLE 1743621 0 0 SOUTHERN CO COM 842587107 53233 1219535 SH SOLE 1219535 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 316 8300 SH SOLE 8300 0 0 TIVO INC COM 888706108 1113 87000 SH SOLE 87000 0 0 TOTAL S A SPONSORED ADR 89151E109 27533 427207 SH SOLE 427207 0 0 TRAVELERS COMPANIES INC COM 89417E109 34382 365997 SH SOLE 365997 0 0 TYSON FOODS INC CL A 902494103 47540 1207513 SH SOLE 1207513 0 0 UNITED CONTL HLDGS INC COM 910047109 82110 1754863 SH SOLE 1754863 0 0 UNITED RENTALS INC COM 911363109 1400 12600 SH SOLE 12600 0 0 UNUM GROUP COM 91529Y106 29534 859037 SH SOLE 859037 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 203455 4069911 SH SOLE 4069911 0 0 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 28648 871032 SH SOLE 871032 0 0 WELLPOINT INC COM 94973V107 161583 1350804 SH SOLE 1350804 0 0 XEROX CORP COM 984121103 20313 1535400 SH SOLE 1535400 0 0 YAHOO INC COM 984332106 46129 1132000 SH SOLE 1132000 0 0