Contrarian Capital Management as of Dec. 31, 2010
Portfolio Holdings for Contrarian Capital Management
Contrarian Capital Management holds 38 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 |
|---|---|---|---|---|---|
| AbitibiBowater | 17.3 | $70M | 3.0M | 23.67 | |
| Charter Communications | 14.8 | $60M | 1.5M | 38.94 | |
| Smurfit-stone Container Corp | 11.3 | $46M | 1.8M | 25.60 | |
| Industries N shs - a - (LYB) | 10.9 | $45M | 1.3M | 34.40 | |
| Citi | 6.3 | $26M | 5.4M | 4.73 | |
| Delta Air Lines (DAL) | 5.8 | $24M | 1.9M | 12.60 | |
| Cedar Fair (FUN) | 4.4 | $18M | 1.2M | 15.16 | |
| Clear Channel Outdoor Holdings | 3.9 | $16M | 1.1M | 14.04 | |
| Spansion | 2.9 | $12M | 575k | 20.70 | |
| Time Warner Cable | 2.2 | $8.9M | 135k | 66.03 | |
| Hovnanian Enterprises | 2.1 | $8.6M | 2.1M | 4.09 | |
| North Amern Energy Partners | 1.7 | $6.9M | 559k | 12.26 | |
| Temple-Inland | 1.6 | $6.4M | 301k | 21.24 | |
| Semgroup Corp cl a | 1.4 | $5.8M | 215k | 27.17 | |
| Alere | 1.3 | $5.1M | 140k | 36.60 | |
| American Axle & Manufact. Holdings (AXL) | 1.1 | $4.3M | 338k | 12.86 | |
| Dana Holding Corporation (DAN) | 1.1 | $4.3M | 248k | 17.21 | |
| Avis Budget (CAR) | 1.0 | $4.0M | 258k | 15.56 | |
| RSC Holdings | 0.8 | $3.4M | 347k | 9.74 | |
| Methanex Corp (MEOH) | 0.8 | $3.3M | 108k | 30.40 | |
| Edenor (EDN) | 0.8 | $3.2M | 235k | 13.63 | |
| Pampa Energia (PAM) | 0.8 | $3.1M | 182k | 17.00 | |
| SPDR Gold Trust (GLD) | 0.7 | $2.6M | 19k | 138.71 | |
| Horsehead Holding | 0.7 | $2.6M | 202k | 13.04 | |
| Vishay Precision (VPG) | 0.5 | $2.2M | 116k | 18.84 | |
| Annaly Capital Management | 0.5 | $2.1M | 117k | 17.92 | |
| Rush Enterprises (RUSHA) | 0.5 | $2.0M | 98k | 20.44 | |
| Dollar Thrifty Automotive | 0.5 | $1.8M | 39k | 47.25 | |
| Chemtura Corporation | 0.4 | $1.8M | 110k | 15.98 | |
| Toll Brothers (TOL) | 0.4 | $1.6M | 84k | 19.00 | |
| Town Sports International Holdings | 0.3 | $1.3M | 317k | 4.06 | |
| Cumulus Media | 0.3 | $1.2M | 285k | 4.31 | |
| BBVA Banco Frances | 0.3 | $1.2M | 103k | 11.60 | |
| Discover Financial Services (DFS) | 0.2 | $951k | 51k | 18.54 | |
| Grupo Financiero Galicia (GGAL) | 0.2 | $915k | 60k | 15.31 | |
| Verso Paper | 0.2 | $712k | 208k | 3.42 | |
| Transocean (RIG) | 0.2 | $708k | 10k | 69.53 | |
| Redwood Trust (RWT) | 0.1 | $236k | 16k | 14.96 |
