0001140361-14-039675.txt : 20141031 0001140361-14-039675.hdr.sgml : 20141031 20141031142243 ACCESSION NUMBER: 0001140361-14-039675 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: 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: 141186171 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 09-30-2014 09-30-2014 GIOVINE CAPITAL GROUP LLC

1333 2ND STREET SUITE 650 SANTA MONICA CA 90401

13F HOLDINGS REPORT 028-10343 N John Ku 310-587-2000 /s/ John Ku Santa Monica CA 10-31-2014 0 47 171061 false INFORMATION TABLE 2 form13fInfoTable.xml ALLERGAN INC COM 018490102 14255 80000 SH SOLE 80000 0 0 ANADARKO PETE CORP COM 032511107 7063 69625 SH SOLE 69625 0 0 APPLE INC COM 037833100 5447 54066 SH SOLE 54066 0 0 AUTODESK INC COM 052769106 2490 45188 SH SOLE 45188 0 0 CARTER INC COM 146229109 2293 29581 SH SOLE 29581 0 0 CONSTELLIUM NV CL A N22035104 4194 170400 SH SOLE 170400 0 0 DEERE & CO COM 244199105 1545 18839 SH SOLE 18839 0 0 DISH NETWORK CORP CL A 25470M109 7177 111136 SH SOLE 111136 0 0 DOLLAR GEN CORP NEW COM 256677105 2444 40000 SH SOLE 40000 0 0 EATON CORP PLC SHS G29183103 634 10000 SH SOLE 10000 0 0 ENERGIZER HLDGS INC COM 29266R108 5342 43360 SH SOLE 43360 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 4848 188570 SH SOLE 188570 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 1113 10000 SH SOLE 10000 0 0 FAMILY DLR STORES INC COM 307000109 2317 30000 SH SOLE 30000 0 0 GENCORP INC COM 368682100 388 24293 SH SOLE 24293 0 0 GREIF INC CL A 397624107 2354 53742 SH SOLE 53742 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 2157 84948 SH SOLE 84948 0 0 HESS CORP COM 42809H107 5791 61399 SH SOLE 61399 0 0 HOME DEPOT INC COM 437076102 6723 73283 SH SOLE 73283 0 0 HONEYWELL INTL INC COM 438516106 1837 19731 SH SOLE 19731 0 0 HYSTER YALE MATLS HANDLING I CL A 449172105 2369 33080 SH SOLE 33080 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 1778 14672 SH SOLE 14672 0 0 LAMAR ADVERTISING CO CL A 512815101 5457 110794 SH SOLE 110794 0 0 LENNAR CORP CL A 526057104 2422 62375 SH SOLE 62375 0 0 LOCKHEED MARTIN CORP COM 539830109 4302 23539 SH SOLE 23539 0 0 LOWES COS INC COM 548661107 2402 45385 SH SOLE 45385 0 0 MASONITE INTL CORP NEW COM 575385109 6590 119005 SH SOLE 119005 0 0 MOHAWK INDS INC COM 608190104 3355 24888 SH SOLE 24888 0 0 MONDELEZ INTL INC CL A 609207105 393 11460 SH SOLE 11460 0 0 MOSAIC CO NEW COM 61945C103 4591 103379 SH SOLE 103379 0 0 MYLAN INC COM 628530107 4549 100000 SH SOLE 100000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 5696 74851 SH SOLE 74851 0 0 PACCAR INC COM 693718108 4301 75621 SH SOLE 75621 0 0 PHILIP MORRIS INTL INC COM 718172109 2154 25833 SH SOLE 25833 0 0 POST HLDGS INC COM 737446104 2858 86142 SH SOLE 86142 0 0 POTASH CORP SASK INC COM 73755L107 3808 110176 SH SOLE 110176 0 0 QUALCOMM INC COM 747525103 3942 52719 SH SOLE 52719 0 0 SHERWIN WILLIAMS CO COM 824348106 3552 16219 SH SOLE 16219 0 0 STARZ COM SER A 85571Q102 331 10000 SH SOLE 10000 0 0 TARGA RES CORP COM 87612G101 5447 40000 SH SOLE 40000 0 0 TESORO CORP COM 881609101 4269 70000 SH SOLE 70000 0 0 TRONOX LTD SHS CL A Q9235V101 998 38326 SH SOLE 38326 0 0 UNILEVER N V N Y SHS NEW 904784709 2966 74740 SH SOLE 74740 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3571 36330 SH SOLE 36330 0 0 VERISK ANALYTICS INC CL A 92345Y106 1827 30000 SH SOLE 30000 0 0 VISA INC COM CL A 92826C839 2403 11264 SH SOLE 11264 0 0 WALGREEN CO COM 931422109 4318 72861 SH SOLE 72861 0 0