Axel Capital Management

Axel Capital Management as of June 30, 2012

Portfolio Holdings for Axel Capital Management

Axel Capital Management holds 17 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
Spdr S&p 500 Etf (SPY) 30.4 $14M 100k 136.10
Dollar Tree (DLTR) 9.6 $4.3M 80k 53.80
Dollar General (DG) 7.3 $3.3M 60k 54.38
MasterCard Incorporated (MA) 6.7 $3.0M 7.0k 430.14
Family Dlr Stores 6.0 $2.7M 40k 66.48
McDonald's Corporation (MCD) 5.9 $2.7M 30k 88.53
Visa (V) 5.2 $2.3M 19k 123.63
Masco Corporation (MAS) 5.0 $2.2M 160k 13.87
Armstrong World Industries (AWI) 4.8 $2.2M 44k 49.16
Owens Corning (OC) 3.8 $1.7M 60k 28.53
Mohawk Industries (MHK) 3.1 $1.4M 20k 69.85
Vulcan Materials Company (VMC) 3.1 $1.4M 35k 39.71
Sally Beauty Holdings (SBH) 2.9 $1.3M 50k 25.74
Allergan 2.1 $926k 10k 92.60
Lowe's Companies (LOW) 1.8 $796k 28k 28.43
Pulte (PHM) 1.2 $535k 50k 10.70
Home Depot (HD) 0.9 $424k 8.0k 53.00