Guerrilla Capital Management

Guerrilla Capital Management as of Dec. 31, 2010

Portfolio Holdings for Guerrilla Capital Management

Guerrilla Capital Management holds 64 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
China Pharma Holdings 7.3 $7.3M 2.4M 3.03
Fushi Copperweld 6.4 $6.3M 713k 8.88
Harbin Electric 6.1 $6.1M 351k 17.35
American Lorain Corporation 6.0 $6.0M 2.3M 2.61
Yongye International 5.8 $5.7M 679k 8.40
China Security & Surveillance Tech 5.4 $5.3M 999k 5.33
China Yida Holding 5.0 $4.9M 483k 10.16
QKL Stores 4.9 $4.8M 1.4M 3.55
Yuhe International (YUII) 3.8 $3.8M 423k 8.95
Wonder Auto Technology 3.1 $3.1M 414k 7.54
Sonic Automotive (SAH) 3.0 $2.9M 223k 13.24
Asbury Automotive (ABG) 2.9 $2.8M 154k 18.48
China Green Agriculture 2.9 $2.8M 314k 9.00
Keyuan Petrochemicals (KEYP) 2.8 $2.8M 573k 4.80
Zhongpin 2.7 $2.7M 131k 20.40
Imax Corp Cad (IMAX) 2.3 $2.3M 82k 28.07
Lithia Motors (LAD) 2.0 $2.0M 141k 14.29
China Marine Food (CMFO) 2.0 $2.0M 363k 5.40
Chinacast Education Corporation (CAST) 1.7 $1.7M 217k 7.76
China XD Plastics 1.7 $1.7M 307k 5.43
Sorl Auto Parts 1.5 $1.5M 171k 8.53
China Ritar Power 1.5 $1.5M 559k 2.60
China Electric Motor (CELM) 1.4 $1.4M 314k 4.55
HQ Sustainable Maritime Industries 1.4 $1.4M 291k 4.77
VCG Holding (VCGH) 1.3 $1.3M 595k 2.19
Asia Entn & Resources 1.2 $1.2M 128k 9.48
Gulf Resources 1.2 $1.2M 112k 10.69
Puda Coal (PUDA) 1.1 $1.1M 75k 14.26
Kingtone Wirelessinfo Solutions Hldg (KONE) 1.1 $1.0M 305k 3.40
American Oriental Bioengineering 0.9 $848k 353k 2.40
China Jo Jo Drugstores 0.8 $750k 179k 4.20
Penske Automotive (PAG) 0.7 $672k 39k 17.41
Perfumania Holdings 0.6 $611k 68k 8.99
Tianyin Pharmaceutical 0.6 $545k 200k 2.72
Chinanet Online Holdings 0.5 $464k 102k 4.53
SmartHeat 0.5 $441k 84k 5.28
A Power Energy Generat Sys 0.4 $430k 79k 5.46
National-Oilwell Var 0.4 $382k 5.7k 67.28
Renhuang Pharmaceuticals 0.4 $387k 197k 1.97
Goldcorp 0.4 $374k 8.1k 45.90
China Information Technology 0.3 $309k 59k 5.22
China Shengda Packaging 0.3 $298k 75k 3.97
Best Buy (BBY) 0.3 $291k 8.5k 34.24
China Sky One Medical 0.3 $285k 41k 6.98
China MediaExpress Holdings 0.3 $289k 18k 15.81
Yucheng Technologies 0.3 $267k 74k 3.62
China Housing & Land Development 0.3 $260k 95k 2.74
Quiksilver 0.2 $245k 48k 5.06
Endeavour International C 0.2 $227k 17k 13.77
Ever-Glory International (EVKG) 0.2 $228k 108k 2.11
Hollysys Automation Technolo (HOLI) 0.2 $210k 14k 15.18
Derma Sciences 0.2 $204k 43k 4.70
Lj International Inc. ord 0.2 $210k 54k 3.90
Lentuo International (LASLY) 0.2 $210k 30k 7.00
China Education Alliance 0.2 $161k 64k 2.53
VisionChina Media 0.1 $150k 32k 4.64
Evolution Petroleum Corporation (EPM) 0.1 $146k 22k 6.52
Rick's Cabaret Int'l 0.1 $120k 15k 7.86
Augusta Res Corp 0.1 $112k 29k 3.81
General Steel Holdings 0.1 $99k 34k 2.88
Alexco Resource Corp 0.1 $97k 12k 8.22
Homeowners Choice 0.1 $103k 13k 8.10
China TransInfo Technology 0.1 $79k 17k 4.75
Kimber Res 0.0 $21k 15k 1.40