KSA Capital Management

KSA Capital Management as of March 31, 2011

Portfolio Holdings for KSA Capital Management

KSA Capital Management holds 23 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cablevision Systems Corporation 16.0 $9.7M 282k 34.46
Home Depot (HD) 14.4 $8.7M 236k 37.06
Aep Inds 12.4 $7.5M 926k 8.13
United Technologies Corporation 11.7 $7.1M 84k 84.65
Clorox Company (CLX) 3.4 $2.1M 30k 69.53
Time Warner Cable 3.2 $1.9M 27k 71.33
Johnson & Johnson (JNJ) 3.1 $1.9M 32k 59.25
Coca-Cola Company (KO) 3.0 $1.8M 28k 66.33
At&t (T) 2.8 $1.7M 57k 30.18
Altria (MO) 2.7 $1.6M 63k 26.04
Verizon Communications (VZ) 2.6 $1.6M 42k 38.05
Wal-Mart Stores (WMT) 2.6 $1.6M 30k 51.69
Campbell Soup Company (CPB) 2.5 $1.5M 47k 32.82
McDonald's Corporation (MCD) 2.5 $1.5M 20k 76.07
Intel Corporation (INTC) 2.5 $1.5M 75k 20.03
Microsoft Corporation (MSFT) 2.4 $1.5M 58k 25.40
3M Company (MMM) 2.4 $1.5M 16k 93.53
Illinois Tool Works (ITW) 2.4 $1.5M 27k 53.73
Abbott Laboratories (ABT) 2.3 $1.4M 29k 48.60
Kraft Foods 2.0 $1.2M 39k 31.35
Kimberly-Clark Corporation (KMB) 1.9 $1.2M 18k 65.28
Sonoco Prods 0.9 $537k 293k 1.83
Procter & Gamble 0.2 $103k 165k 0.62