Bronson Point Management as of Dec. 31, 2010
Portfolio Holdings for Bronson Point Management
Bronson Point Management holds 47 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 |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 4.9 | $6.4M | 170k | 37.51 | |
| Omnicare | 4.8 | $6.3M | 250k | 25.39 | |
| Dover Corporation (DOV) | 4.2 | $5.6M | 95k | 58.45 | |
| DigitalGlobe | 4.2 | $5.5M | 173k | 31.71 | |
| Harley-Davidson (HOG) | 4.1 | $5.4M | 155k | 34.67 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $5.1M | 120k | 42.42 | |
| AboveNet | 3.8 | $4.9M | 84k | 58.46 | |
| American Science & Engineering | 3.3 | $4.3M | 50k | 85.24 | |
| Interval Leisure | 3.2 | $4.2M | 263k | 16.14 | |
| Macy's (M) | 3.2 | $4.2M | 165k | 25.30 | |
| Lowe's Companies (LOW) | 3.0 | $4.0M | 158k | 25.08 | |
| Terex Corporation (TEX) | 3.0 | $3.9M | 125k | 31.04 | |
| Royal Caribbean Cruises (RCL) | 2.9 | $3.8M | 81k | 47.00 | |
| Knology | 2.9 | $3.8M | 242k | 15.63 | |
| Boyd Gaming Corporation (BYD) | 2.8 | $3.7M | 350k | 10.60 | |
| Citi | 2.7 | $3.5M | 735k | 4.73 | |
| NII Holdings | 2.6 | $3.4M | 76k | 44.66 | |
| Arbitron | 2.4 | $3.1M | 75k | 41.52 | |
| Potash Corp. Of Saskatchewan I | 2.4 | $3.1M | 20k | 154.85 | |
| Occidental Petroleum Corporation (OXY) | 2.2 | $2.9M | 30k | 98.10 | |
| ArvinMeritor | 2.2 | $2.9M | 140k | 20.52 | |
| Dana Holding Corporation (DAN) | 2.1 | $2.7M | 158k | 17.21 | |
| BJ's Wholesale Club | 2.0 | $2.6M | 55k | 47.91 | |
| Crane | 1.9 | $2.5M | 62k | 41.07 | |
| CVS Caremark Corporation (CVS) | 1.9 | $2.4M | 70k | 34.77 | |
| Gaylord Entertainment Company | 1.8 | $2.3M | 65k | 35.94 | |
| International Paper Company (IP) | 1.8 | $2.3M | 85k | 27.24 | |
| Ross Stores (ROST) | 1.7 | $2.2M | 35k | 63.26 | |
| Monsanto Company | 1.6 | $2.2M | 31k | 69.65 | |
| Comcast Corporation (CMCSA) | 1.6 | $2.1M | 94k | 21.97 | |
| General Electric Company | 1.5 | $1.9M | 105k | 18.29 | |
| GeoEye | 1.5 | $1.9M | 45k | 42.40 | |
| OfficeMax Incorporated | 1.4 | $1.8M | 100k | 17.70 | |
| Imax Corp Cad (IMAX) | 1.3 | $1.8M | 63k | 28.06 | |
| Triumph (TGI) | 1.3 | $1.7M | 19k | 89.42 | |
| Hughes Communications | 1.2 | $1.6M | 40k | 40.45 | |
| Danaher Corporation (DHR) | 1.1 | $1.4M | 30k | 47.17 | |
| Ford Motor Company (F) | 1.0 | $1.3M | 79k | 16.79 | |
| Owens Corning (OC) | 0.7 | $935k | 30k | 31.17 | |
| Jones Group | 0.6 | $816k | 53k | 15.54 | |
| Directv | 0.6 | $799k | 20k | 39.95 | |
| GameStop (GME) | 0.5 | $686k | 30k | 22.87 | |
| Green Mountain Coffee Roasters | 0.5 | $657k | 20k | 32.85 | |
| RealD | 0.5 | $648k | 25k | 25.92 | |
| Iridium Communications (IRDM) | 0.5 | $619k | 75k | 8.25 | |
| Cooper Industries | 0.5 | $583k | 10k | 58.30 | |
| Las Vegas Sands (LVS) | 0.3 | $345k | 7.5k | 46.00 |
