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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Tinicum Lantern II, LLC INSTITUTION : Tinicum Lantern II, LLC
Tinicum Lantern II, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2012-11-13) --- full portfolio
Company (links to holding history) Ticker Value On
2012-09-30
No of Shares % of portfolio
CYMER INC    (COM) CYMI 108,513,000 2,125,203 39.04%
FORUM ENERGY TECHNOLOGIES INC FET 64,853,000 2,666,666 23.33%
BREEZE EASTERN CORP    (COM) BZC 24,511,000 3,303,373 8.82%
VEECO INSTRS INC DEL    (COM) VECO 16,260,000 542,000 5.85%
LITTELFUSE INC    (COM) LFUS 14,158,000 250,400 5.09%
NUTRISYSTEM INC    (COM) NTRI 14,058,000 1,335,000 5.05%
ACCURIDE CORPORATION    (SHS) ACW 12,158,000 2,609,076 4.37%
SIMPSON MANUFACTURING CO INC    (COM) SSD 9,247,000 323,100 3.32%
VISHAY PRECISION GROUP INC    (SHS) VPG 7,583,000 542,419 2.72%
LAMAR ADVERTISING CO    (CL A) LAMR 4,773,000 128,800 1.71%
GSI GROUP INC    (SHS) GSIG 1,047,000 117,471 0.37%
UNIVERSAL STAINLESS & ALLOY    (COM) USAP 372,000 10,000 0.13%
LAWSON PRODS INC    (COM) LAWS 129,000 18,700 0.04%
NEWPORT CORP    (COM) NEWP 111,000 10,000 0.03%
KEMET CORP COM NEW KEM 110,000 25,000 0.03%


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MAJOR GURUS:
Warren Buffett
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