0001361936-15-000005.txt : 20150810 0001361936-15-000005.hdr.sgml : 20150810 20150810170459 ACCESSION NUMBER: 0001361936-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150810 DATE AS OF CHANGE: 20150810 EFFECTIVENESS DATE: 20150810 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: 151041593 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 06-30-2015 06-30-2015 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 08-10-2015 2 66 2474721 true 1 Michael Messner 2 Paul Shiverick INFORMATION TABLE 2 13F_2015_Q2_Final.xml ABBVIE INC COM 00287Y109 24940 371200 SH SOLE 371200 0 0 ALLSTATE CORP COM 020002101 107302 1654109 SH SOLE 1654109 0 0 AMERICAN ELEC PWR INC COM 025537101 21979 414935 SH SOLE 414935 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 72136 1166883 SH SOLE 1166883 0 0 AMGEN INC COM 031162100 27834 181311 SH SOLE 181311 0 0 ANTHEM INC COM 036752103 19585 119322 SH SOLE 119322 0 0 AT&T INC COM 00206R102 67102 1889146 SH SOLE 1889146 0 0 AUTONATION INC COM 05329W102 23432 372055 SH SOLE 372055 0 0 AVALONBAY CMNTYS INC COM 053484101 8205 51326 SH SOLE 51326 0 0 BANK AMER CORP COM 060505104 126675 7442743 SH SOLE 7442743 0 0 BARCLAYS PLC ADR 06738E204 14569 886195 SH SOLE 886195 0 0 BELMOND LTD CL A G1154H107 1035 82900 SH SOLE 82900 0 0 BP PLC SPONSORED ADR 055622104 74489 1864094 SH SOLE 1864094 0 0 CAPITAL ONE FINL CORP COM 14040H105 234765 2668699 SH SOLE 2668699 0 0 CF INDS HLDGS INC COM 125269100 15427 240000 SH SOLE 240000 0 0 CIGNA CORPORATION COM 125509109 33372 206000 SH SOLE 206000 0 0 CISCO SYS INC COM 17275R102 50701 1846393 SH SOLE 1846393 0 0 CITIGROUP INC COM NEW 172967424 212208 3841576 SH SOLE 3841576 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 5200 119708 SH SOLE 119708 0 0 COMCAST CORP NEW CL A 20030N101 7818 130000 SH SOLE 130000 0 0 CONOCOPHILLIPS COM 20825C104 69348 1129273 SH SOLE 1129273 0 0 CONSOLIDATED EDISON INC COM 209115104 47038 812694 SH SOLE 812694 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 128956 3139150 SH SOLE 3139150 0 0 DEUTSCHE BANK AG NAMEN AKT D18190898 7829 259600 SH SOLE 259600 0 0 DILLARDS INC CL A 254067101 620 5900 SH SOLE 5900 0 0 DOW CHEM CO COM 260543103 35624 696200 SH SOLE 696200 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 44528 630534 SH SOLE 630534 0 0 EMBRAER S A SP ADR REP 4 COM 29082A107 414 13700 SH SOLE 13700 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 6728 95886 SH SOLE 95886 0 0 ESSEX PPTY TR INC COM 297178105 8052 37892 SH SOLE 37892 0 0 EXPEDIA INC DEL COM NEW 30212P303 1093 10000 SH SOLE 10000 0 0 F5 NETWORKS INC COM 315616102 673 5600 SH SOLE 5600 0 0 FACEBOOK INC CL A 30303M102 7281 84900 SH SOLE 84900 0 0 GILEAD SCIENCES INC COM 375558103 20816 177800 SH SOLE 177800 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 14583 350817 SH SOLE 350817 0 0 HUMANA INC COM 444859102 18850 98551 SH SOLE 98551 0 0 ICONIX BRAND GROUP INC COM 451055107 562 22511 SH SOLE 22511 0 0 ILLINOIS TOOL WKS INC COM 452308109 41854 455985 SH SOLE 455985 0 0 KAR AUCTION SVCS INC COM 48238T109 1024 27400 SH SOLE 27400 0 0 LAZARD LTD SHS A G54050102 1192 21200 SH SOLE 21200 0 0 LEAR CORP COM NEW 521865204 2480 22100 SH SOLE 22100 0 0 LINCOLN NATL CORP IND COM 534187109 12835 216748 SH SOLE 216748 0 0 LOCKHEED MARTIN CORP COM 539830109 34817 187291 SH SOLE 187291 0 0 LYONDELLBASELL INDUSTRIES N SHS A N53745100 19937 192600 SH SOLE 192600 0 0 MANPOWERGROUP INC COM 56418H100 2592 29000 SH SOLE 29000 0 0 MERCK & CO INC NEW COM 58933Y105 29850 524343 SH SOLE 524343 0 0 METLIFE INC COM 59156R108 13029 232716 SH SOLE 232716 0 0 ORBOTECH LTD ORD M75253100 834 40100 SH SOLE 40100 0 0 OUTERWALL INC COM 690070107 936 12300 SH SOLE 12300 0 0 PFIZER INC COM 717081103 67630 2017000 SH SOLE 2017000 0 0 PRUDENTIAL FINL INC COM 744320102 14000 159966 SH SOLE 159966 0 0 RITE AID CORP COM 767754104 993 119000 SH SOLE 119000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5130 90000 SH SOLE 90000 0 0 SANOFI SPONSORED ADR 80105N105 16251 325325 SH SOLE 325325 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 21702 523456 SH SOLE 523456 0 0 SOUTHERN CO COM 842587107 27988 667981 SH SOLE 667981 0 0 SUNTRUST BKS INC COM 867914103 32738 761014 SH SOLE 761014 0 0 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 717 15000 SH SOLE 15000 0 0 T MOBILE US INC COM 872590104 135390 3492157 SH SOLE 3492157 0 0 TOTAL S A SPONSORED ADR 89151E109 65009 1322133 SH SOLE 1322133 0 0 TRAVELERS COMPANIES INC COM 89417E109 15246 157738 SH SOLE 157738 0 0 TYSON FOODS INC CL A 902494103 177744 4169464 SH SOLE 4169464 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 37520 215695 SH SOLE 215695 0 0 VANGUARD INDEX FDS REIT ETF 922908553 16437 220074 SH SOLE 220074 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 116146 2491872 SH SOLE 2491872 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 899 8100 SH SOLE 8100 0 0