KSA Capital Management

KSA Capital Management as of March 31, 2012

Portfolio Holdings for KSA Capital Management

KSA Capital Management holds 29 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
AEP Industries 23.3 $32M 926k 34.81
Tyco International Ltd S hs 8.5 $12M 210k 55.92
Home Depot (HD) 8.3 $12M 228k 50.31
Procter & Gamble Company (PG) 7.4 $10M 153k 66.65
Xylem (XYL) 5.1 $7.1M 255k 27.75
Pepsi (PEP) 4.7 $6.5M 98k 66.35
Crown Holdings (CCK) 4.0 $5.6M 151k 36.83
Hasbro (HAS) 3.8 $5.2M 143k 36.36
Dana Holding Corporation (DAN) 3.3 $4.5M 291k 15.45
Motorola Solutions (MSI) 2.8 $3.8M 76k 50.83
TRW Automotive Holdings 2.8 $3.8M 82k 46.44
Campbell Soup Company (CPB) 2.4 $3.2M 97k 33.56
Coca-Cola Company (KO) 2.1 $3.0M 40k 74.00
At&t (T) 2.1 $2.9M 95k 30.79
Microsoft Corporation (MSFT) 2.0 $2.8M 88k 32.25
Johnson & Johnson (JNJ) 1.9 $2.6M 40k 65.97
Clorox Company (CLX) 1.8 $2.5M 37k 68.16
McDonald's Corporation (MCD) 1.8 $2.5M 25k 98.12
Abbott Laboratories (ABT) 1.5 $2.1M 34k 60.76
Kimberly-Clark Corporation (KMB) 1.5 $2.0M 27k 73.91
Dow Chemical Company 1.4 $2.0M 58k 34.64
Emerson Electric (EMR) 1.4 $2.0M 38k 51.76
Kraft Foods 1.3 $1.7M 46k 38.00
Quad/Graphics (QUAD) 1.2 $1.7M 119k 13.90
United Technologies Corporation 1.2 $1.6M 20k 82.92
Verizon Communications (VZ) 1.1 $1.5M 40k 37.72
Cablevision Systems Corporation 1.0 $1.4M 92k 14.68
Geo 0.3 $441k 23k 19.01
Amc Networks Inc Cl A (AMCX) 0.1 $67k 1.5k 44.67