Centaur Capital Partners as of Dec. 31, 2012
Portfolio Holdings for Centaur Capital Partners
Centaur Capital Partners holds 32 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brookfield Asset Management | 8.8 | $5.7M | 155k | 36.65 | |
| Activision Blizzard | 8.1 | $5.2M | 492k | 10.62 | |
| First American Financial (FAF) | 7.8 | $5.1M | 210k | 24.09 | |
| American International (AIG) | 7.1 | $4.6M | 130k | 35.30 | |
| Western Digital (WDC) | 6.4 | $4.1M | 98k | 42.49 | |
| Aspen Insurance Holdings | 5.0 | $3.2M | 100k | 32.08 | |
| EMC Corporation | 4.9 | $3.2M | 125k | 25.30 | |
| Enstar Group (ESGR) | 4.7 | $3.1M | 27k | 111.97 | |
| Leucadia National | 4.0 | $2.6M | 108k | 23.79 | |
| Dell | 3.9 | $2.5M | 250k | 10.14 | |
| Kohl's Corporation (KSS) | 3.8 | $2.4M | 57k | 42.98 | |
| Blucora | 3.3 | $2.1M | 135k | 15.71 | |
| Iconix Brand | 3.1 | $2.0M | 90k | 22.32 | |
| Body Central Acquisition Corporation | 2.9 | $1.9M | 190k | 9.98 | |
| Coinstar | 2.9 | $1.9M | 36k | 52.00 | |
| Ruby Tuesday | 2.3 | $1.5M | 187k | 7.86 | |
| Big Lots (BIG) | 2.2 | $1.4M | 49k | 28.47 | |
| Vonage Holdings | 2.1 | $1.4M | 580k | 2.37 | |
| Alleghany Corporation | 2.1 | $1.3M | 4.0k | 335.50 | |
| Astex Pharmaceuticals | 1.8 | $1.2M | 400k | 2.91 | |
| Tessera Technologies | 1.7 | $1.1M | 66k | 16.45 | |
| Mitcham Industries | 1.6 | $1.0M | 75k | 13.63 | |
| Xpo Logistics Inc equity (XPO) | 1.3 | $867k | 50k | 17.38 | |
| Telular Corporation | 1.3 | $830k | 88k | 9.47 | |
| Mfc Industrial | 1.3 | $828k | 97k | 8.55 | |
| Annie's | 1.1 | $682k | 20k | 33.43 | |
| IDT Corporation (IDT) | 1.0 | $659k | 69k | 9.54 | |
| Servicenow (NOW) | 0.9 | $601k | 20k | 30.05 | |
| TETRA Technologies (TTI) | 0.9 | $594k | 78k | 7.60 | |
| Westell Technologies | 0.7 | $476k | 258k | 1.85 | |
| InterDigital (IDCC) | 0.6 | $411k | 10k | 41.10 | |
| Tesla Motors (TSLA) | 0.6 | $396k | 12k | 33.85 |
