Alken Asset Management

Alken Asset Management as of June 30, 2012

Portfolio Holdings for Alken Asset Management

Alken Asset Management holds 5 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nxp Semiconductors Nv 49.9 $294M 12M 24.73
Western Digital (WDC) 24.8 $146M 4.8M 30.48
Apple (AAPL) 13.0 $77M 131k 584.00
Reynolds American 11.8 $69M 1.5M 44.87
Lennar Corporation (LEN) 0.5 $3.0M 98k 30.91