Afton Capital Management

Afton Capital Management as of March 31, 2011

Portfolio Holdings for Afton Capital Management

Afton Capital Management holds 36 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tronox 11.9 $17B 120k 139500.00
Energy Xxi 4.5 $6.4B 186k 34100.00
W.R. Grace & Co. 4.3 $6.1B 159k 38290.00
Industries N shs - a - (LYB) 4.3 $6.1B 154k 39550.00
Chemtura Corporation 4.2 $5.9B 344k 17200.00
GeoResources 4.1 $5.8B 184k 31270.00
McMoRan Exploration 4.0 $5.6B 319k 17710.00
EMC Corporation 3.9 $5.5B 206k 26560.00
AboveNet 3.8 $5.3B 82k 64860.00
Celanese Corporation (CE) 3.6 $5.0B 113k 44370.00
Transatlantic Petroleum 3.5 $4.9B 1.6M 3100.00
Cit 3.4 $4.8B 113k 42550.00
Cabot Corporation (CBT) 3.4 $4.7B 103k 46290.00
Apple (AAPL) 3.2 $4.5B 13k 348507.50
Lear Corporation (LEA) 2.9 $4.0B 82k 48870.00
Kansas City Southern 2.8 $3.9B 72k 54450.00
Rockwood Holdings 2.7 $3.8B 77k 49220.00
Atmel Corporation 2.5 $3.5B 257k 13630.00
Lululemon Athletica (LULU) 2.3 $3.2B 36k 89050.00
Cliffs Natural Resources 2.2 $3.0B 31k 98280.00
Popular 2.1 $3.0B 1.0M 2920.00
OmniVision Technologies 2.1 $2.9B 82k 35530.00
Con-way 2.0 $2.8B 72k 39290.00
Accuride Corporation 2.0 $2.8B 200k 13890.00
Synovus Financial 1.9 $2.7B 1.1M 2400.00
Petrohawk Energy Corporation 1.8 $2.5B 103k 24540.00
Liberty Media 1.8 $2.5B 32k 77600.00
NetApp (NTAP) 1.8 $2.5B 51k 48147.50
Silicon Graphics International 1.5 $2.1B 100k 21400.00
Gulf Island Fabrication (GIFI) 1.2 $1.7B 54k 32170.00
Outdoor Channel Holdings 1.1 $1.6B 216k 7460.00
Range Resources (RRC) 1.1 $1.5B 26k 58460.00
OCZ Technology 0.7 $1.0B 129k 8100.00
Magnum Hunter Resources Corporation 0.5 $643M 75k 8570.00
Ultra Clean Holdings (UCTT) 0.3 $467M 45k 10340.00
Cinemark Holdings (CNK) 0.3 $401M 21k 19350.00