Axel Capital Management as of Dec. 31, 2010
Portfolio Holdings for Axel Capital Management
Axel Capital Management holds 31 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar Tree (DLTR) | 5.9 | $9.0M | 160k | 56.08 | |
| 5.9 | $8.9M | 15k | 594.00 | ||
| Apple (AAPL) | 5.3 | $8.1M | 25k | 322.56 | |
| Family Dollar Stores | 5.3 | $8.0M | 160k | 49.71 | |
| Yum! Brands (YUM) | 5.2 | $7.8M | 160k | 49.05 | |
| McDonald's Corporation (MCD) | 4.8 | $7.3M | 95k | 76.76 | |
| Amazon (AMZN) | 4.8 | $7.2M | 40k | 180.00 | |
| Automatic Data Processing (ADP) | 4.6 | $6.9M | 150k | 46.28 | |
| Starwood Hotels & Resorts Worldwide | 4.4 | $6.7M | 110k | 60.78 | |
| Paccar (PCAR) | 4.4 | $6.6M | 115k | 57.34 | |
| OpenTable | 4.2 | $6.3M | 90k | 70.48 | |
| Netflix (NFLX) | 4.1 | $6.1M | 35k | 175.69 | |
| VMware | 3.5 | $5.3M | 60k | 88.92 | |
| CB Richard Ellis | 3.4 | $5.1M | 250k | 20.48 | |
| Eaton Corporation | 3.4 | $5.1M | 50k | 101.52 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.3 | $5.0M | 60k | 83.92 | |
| Cummins (CMI) | 3.3 | $5.0M | 45k | 110.00 | |
| United States Steel Corporation (X) | 3.1 | $4.7M | 80k | 58.42 | |
| United Rentals (URI) | 2.9 | $4.3M | 190k | 22.75 | |
| H.J. Heinz Company | 2.6 | $4.0M | 80k | 49.46 | |
| Lululemon Athletica (LULU) | 2.5 | $3.8M | 55k | 68.42 | |
| SBA Communications Corporation | 2.4 | $3.7M | 90k | 40.94 | |
| General Dynamics Corporation (GD) | 1.9 | $2.8M | 40k | 70.95 | |
| American Express Company (AXP) | 1.7 | $2.6M | 60k | 42.92 | |
| ICICI Bank (IBN) | 1.7 | $2.5M | 50k | 50.64 | |
| American Tower Corporation | 1.4 | $2.1M | 40k | 51.65 | |
| Hyatt Hotels Corporation (H) | 1.2 | $1.8M | 40k | 45.75 | |
| Visa (V) | 0.8 | $1.3M | 18k | 70.39 | |
| Ritchie Bros. Auctioneers Inco | 0.8 | $1.2M | 54k | 23.04 | |
| MasterCard Incorporated (MA) | 0.7 | $1.1M | 5.0k | 224.00 | |
| Boeing Company (BA) | 0.4 | $653k | 10k | 65.30 |
