Argonaut Capital Management as of March 31, 2011
Portfolio Holdings for Argonaut Capital Management
Argonaut Capital Management holds 25 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 |
|---|---|---|---|---|---|
| Titan International (TWI) | 9.5 | $3.8M | 142k | 26.61 | |
| SandRidge Energy | 9.1 | $3.6M | 280k | 12.80 | |
| Philip Morris International (PM) | 8.9 | $3.5M | 54k | 65.62 | |
| Apple (AAPL) | 7.1 | $2.8M | 8.0k | 348.51 | |
| General Dynamics Corporation (GD) | 5.5 | $2.2M | 29k | 76.56 | |
| Helmerich & Payne (HP) | 5.2 | $2.1M | 30k | 68.68 | |
| Textron (TXT) | 4.6 | $1.8M | 66k | 27.39 | |
| Century Aluminum Company (CENX) | 4.2 | $1.7M | 89k | 18.68 | |
| AutoZone (AZO) | 4.1 | $1.6M | 6.0k | 273.68 | |
| Seabridge Gold (SA) | 3.7 | $1.5M | 46k | 31.82 | |
| Research In Motion | 3.6 | $1.4M | 25k | 56.53 | |
| Altria (MO) | 3.3 | $1.3M | 51k | 26.04 | |
| Macquarie Infrastructure Company | 3.0 | $1.2M | 51k | 23.86 | |
| RPC (RES) | 2.9 | $1.1M | 45k | 25.33 | |
| Polo Ralph Lauren Corporation | 2.8 | $1.1M | 8.9k | 123.60 | |
| Broadcom Corporation | 2.8 | $1.1M | 28k | 39.36 | |
| CARBO Ceramics | 2.7 | $1.1M | 7.7k | 141.05 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $1.0M | 13k | 83.85 | |
| Citrix Systems | 2.6 | $1.0M | 14k | 73.49 | |
| Dell | 2.4 | $943k | 65k | 14.50 | |
| EV Energy Partners | 2.2 | $872k | 16k | 53.84 | |
| Qualcomm (QCOM) | 2.1 | $823k | 15k | 54.86 | |
| Industries N shs - a - (LYB) | 2.0 | $790k | 20k | 39.52 | |
| Harman International Industries | 1.8 | $703k | 15k | 46.88 | |
| Gramercy Capital | 1.3 | $531k | 125k | 4.25 |
