0001361936-15-000004.txt : 20150506 0001361936-15-000004.hdr.sgml : 20150506 20150506095527 ACCESSION NUMBER: 0001361936-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150506 DATE AS OF CHANGE: 20150506 EFFECTIVENESS DATE: 20150506 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: 15835379 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 03-31-2015 03-31-2015 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 05-06-2015 2 58 2226942 false 1 Michael Messner 2 Paul Shiverick INFORMATION TABLE 2 Sem_13f_Q1_2015.xml SEMINOLE MGMT 13F Q1 2015 ABBVIE INC COM 00287Y109 445 7600 SH SOLE 7600 0 0 ALLSTATE CORP COM 020002101 163172 2292706 SH SOLE 2292706 0 0 AMERICAN ELEC PWR INC COM 025537101 23340 414935 SH SOLE 414935 0 0 AMGEN INC COM 031162100 48037 300511 SH SOLE 300511 0 0 ANTHEM INC COM 036752103 165470 1071628 SH SOLE 1071628 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 35549 689197 SH SOLE 689197 0 0 BELMOND LTD CL A G1154H107 1143 93100 SH SOLE 93100 0 0 BOEING CO COM 097023105 9719 64759 SH SOLE 64759 0 0 BP PLC SPONSORED ADR 055622104 10915 279079 SH SOLE 279079 0 0 CA INC COM 12673P105 5351 164100 SH SOLE 164100 0 0 CAPITAL ONE FINL CORP COM 14040H105 44659 566600 SH SOLE 566600 0 0 CHUBB CORP COM 171232101 66557 658325 SH SOLE 658325 0 0 CISCO SYS INC COM 17275R102 56427 2050393 SH SOLE 2050393 0 0 CITIGROUP INC COM NEW 172967424 118931 2308440 SH SOLE 2308440 0 0 CONOCOPHILLIPS COM 20825C104 9596 154126 SH SOLE 154126 0 0 CONSOLIDATED EDISON INC COM 209115104 25355 415658 SH SOLE 415658 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 151513 3369944 SH SOLE 3369944 0 0 DILLARDS INC CL A 254067101 31036 227350 SH SOLE 227350 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 48044 625734 SH SOLE 625734 0 0 EXPEDIA INC DEL COM NEW 30212P303 8943 95005 SH SOLE 95005 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 46614 537210 SH SOLE 537210 0 0 FEDEX CORP COM 31428X106 21509 130000 SH SOLE 130000 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 48860 1058726 SH SOLE 1058726 0 0 HOLLYFRONTIER CORP COM 436106108 644 16000 SH SOLE 16000 0 0 KOHLS CORP COM 500255104 7191 91900 SH SOLE 91900 0 0 KROGER CO COM 501044101 43374 565792 SH SOLE 565792 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 5813 46100 SH SOLE 46100 0 0 LAZARD LTD SHS A G54050102 2230 42400 SH SOLE 42400 0 0 LEAR CORP COM NEW 521865204 2837 25600 SH SOLE 25600 0 0 MACYS INC COM 55616P104 68108 1049273 SH SOLE 1049273 0 0 MANPOWERGROUP INC COM 56418H100 3334 38700 SH SOLE 38700 0 0 MARATHON PETE CORP COM 56585A102 37751 368700 SH SOLE 368700 0 0 MERCK & CO INC NEW COM 58933Y105 40487 704366 SH SOLE 704366 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 10700 146573 SH SOLE 146573 0 0 PANDORA MEDIA INC COM 698354107 2864 176700 SH SOLE 176700 0 0 PARTNERRE LTD COM G6852T105 36008 314945 SH SOLE 314945 0 0 PFIZER INC COM 717081103 51884 1491350 SH SOLE 1491350 0 0 PHILLIPS 66 COM 718546104 7970 101400 SH SOLE 101400 0 0 REPUBLIC SVCS INC COM 760759100 13252 326726 SH SOLE 326726 0 0 RITE AID CORP COM 767754104 1456 167600 SH SOLE 167600 0 0 SANOFI SPONSORED ADR 80105N105 55814 1128927 SH SOLE 1128927 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 23548 530000 SH SOLE 530000 0 0 SOUTHERN CO COM 842587107 26124 589981 SH SOLE 589981 0 0 T MOBILE US INC COM 872590104 12039 379884 SH SOLE 379884 0 0 TARGET CORP COM 87612E106 47080 573652 SH SOLE 573652 0 0 TESORO CORP COM 881609101 20883 228754 SH SOLE 228754 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 23342 173751 SH SOLE 173751 0 0 TOTAL S A SPONSORED ADR 89151E109 11781 237240 SH SOLE 237240 0 0 TRAVELERS COMPANIES INC COM 89417E109 66184 612079 SH SOLE 612079 0 0 TRINITY INDS INC COM 896522109 3033 85400 SH SOLE 85400 0 0 TYSON FOODS INC CL A 902494103 136846 3573006 SH SOLE 3573006 0 0 UNITED CONTL HLDGS INC COM 910047109 44986 668941 SH SOLE 668941 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 15950 92500 SH SOLE 92500 0 0 VALERO ENERGY CORP NEW COM 91913Y100 52639 827400 SH SOLE 827400 0 0 VANGUARD INDEX FDS REIT ETF 922908553 37796 448295 SH SOLE 448295 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 139718 2873087 SH SOLE 2873087 0 0 WASTE MGMT INC DEL COM 94106L109 30277 558300 SH SOLE 558300 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 1814 20000 SH SOLE 20000 0 0