CBM Capital

CBM Capital as of March 31, 2012

Portfolio Holdings for CBM Capital

CBM Capital holds 15 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Home Depot (HD) 29.4 $106M 2.1M 50.31
Bed Bath & Beyond 24.1 $87M 1.3M 65.77
Wells Fargo & Company (WFC) 14.1 $51M 1.5M 34.14
Aaron's 8.9 $32M 1.2M 25.90
Costco Wholesale Corporation (COST) 8.3 $30M 327k 90.80
U.S. Bancorp (USB) 7.1 $26M 807k 31.68
Lowe's Companies (LOW) 2.3 $8.2M 262k 31.38
Comcast Corporation (CMCSA) 2.1 $7.5M 252k 30.01
ConocoPhillips (COP) 1.3 $4.6M 60k 76.01
Microsoft Corporation (MSFT) 1.1 $3.9M 120k 32.26
Sears Holdings Corporation 0.7 $2.3M 35k 66.25
American Express Company (AXP) 0.4 $1.3M 23k 57.88
Anixter International 0.2 $635k 8.8k 72.57
CarMax (KMX) 0.2 $579k 17k 34.65
Berkshire Hathaway (BRK.A) 0.1 $244k 2.00 122000.00