Axel Capital Management

Axel Capital Management as of Sept. 30, 2011

Portfolio Holdings for Axel Capital Management

Axel Capital Management holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 64.3 $39M 340k 113.15
Dollar Tree (DLTR) 5.7 $3.4M 45k 75.13
Dollar General (DG) 5.0 $3.0M 80k 37.76
Automatic Data Processing (ADP) 3.9 $2.4M 50k 47.14
CarMax (KMX) 3.2 $1.9M 80k 23.85
MasterCard Incorporated (MA) 3.2 $1.9M 6.0k 317.17
General Dynamics Corporation (GD) 2.9 $1.7M 30k 56.90
Udr (UDR) 2.8 $1.7M 75k 22.15
AutoNation (AN) 2.7 $1.6M 50k 32.78
ARM Holdings 2.6 $1.5M 60k 25.50
Family Dollar Stores 2.5 $1.5M 30k 50.87
Lennar Corporation (LEN) 1.1 $677k 50k 13.54