Guerrilla Capital Management as of Sept. 30, 2012
Portfolio Holdings for Guerrilla Capital Management
Guerrilla Capital Management holds 40 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yongye International | 18.5 | $4.1M | 902k | 4.58 | |
| Fushi Copperweld | 15.7 | $3.5M | 386k | 9.09 | |
| Zhongpin | 10.8 | $2.4M | 221k | 11.00 | |
| American Lorain Corporation | 10.2 | $2.3M | 1.8M | 1.25 | |
| China XD Plastics | 6.7 | $1.5M | 389k | 3.82 | |
| China Pharma Holdings | 3.5 | $779k | 2.1M | 0.37 | |
| Asia Entn & Resources | 2.9 | $643k | 213k | 3.02 | |
| Sonic Automotive (SAH) | 2.8 | $631k | 33k | 18.99 | |
| Imax Corp Cad (IMAX) | 2.8 | $625k | 31k | 19.90 | |
| Lj International Inc. ord | 2.7 | $601k | 330k | 1.82 | |
| Sorl Auto Parts | 2.5 | $566k | 306k | 1.85 | |
| China Yida Holding | 2.5 | $560k | 1.1M | 0.52 | |
| Changyou | 1.9 | $425k | 16k | 26.27 | |
| Goldcorp | 1.7 | $374k | 8.1k | 45.90 | |
| Rick's Cabaret Int'l | 1.6 | $362k | 44k | 8.29 | |
| Penske Automotive (PAG) | 1.6 | $349k | 12k | 30.05 | |
| New Oriental Education & Tech | 1.3 | $300k | 18k | 16.67 | |
| Endeavour International C | 1.3 | $288k | 30k | 9.66 | |
| Asbury Automotive (ABG) | 1.2 | $279k | 10k | 27.93 | |
| Gulf Resources | 1.1 | $245k | 219k | 1.12 | |
| Lithia Motors (LAD) | 1.1 | $238k | 7.1k | 33.34 | |
| Qkl Stores | 0.9 | $198k | 264k | 0.75 | |
| Derma Sciences | 0.8 | $180k | 17k | 10.41 | |
| Evolution Petroleum Corporation (EPM) | 0.8 | $169k | 21k | 8.09 | |
| Flamel Technologies | 0.5 | $116k | 28k | 4.09 | |
| Lihua International | 0.3 | $78k | 22k | 3.58 | |
| China Green Agriculture | 0.3 | $76k | 23k | 3.28 | |
| Hollysys Automation Technolo (HOLI) | 0.3 | $74k | 7.5k | 9.82 | |
| Eldorado Gold Corp | 0.3 | $71k | 4.6k | 15.31 | |
| Renhuang Pharmaceuticals | 0.3 | $65k | 123k | 0.53 | |
| China Shengda Packaging | 0.3 | $63k | 75k | 0.84 | |
| General Steel Holdings | 0.2 | $54k | 42k | 1.29 | |
| Tianyin Pharmaceutical | 0.1 | $28k | 46k | 0.61 | |
| China Xiniya Fashion | 0.1 | $24k | 21k | 1.12 | |
| Perfumania Holdings | 0.1 | $18k | 2.6k | 7.04 | |
| Xinyuan Real Estate | 0.1 | $16k | 5.7k | 2.81 | |
| China TransInfo Technology | 0.0 | $10k | 1.8k | 5.48 | |
| Smartheat | 0.0 | $9.0k | 2.3k | 3.85 | |
| Chinanet Online Holdings | 0.0 | $5.0k | 12k | 0.40 | |
| Kimber Res | 0.0 | $2.0k | 2.7k | 0.75 |
