Manalapan Oracle Capital Management

Manalapan Oracle Capital Management as of March 31, 2011

Portfolio Holdings for Manalapan Oracle Capital Management

Manalapan Oracle Capital Management holds 80 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
Denbury Resources 4.3 $8.7M 358k 24.40
Nalco Holding Company 4.1 $8.4M 308k 27.31
McDermott International 3.2 $6.5M 256k 25.39
CVS Caremark Corporation (CVS) 3.2 $6.5M 189k 34.32
EOG Resources (EOG) 3.0 $6.2M 52k 118.52
Ford Motor Company (F) 2.9 $6.0M 402k 14.91
Gannett 2.9 $6.0M 392k 15.23
General Electric Company 2.9 $5.8M 292k 20.05
Google 2.8 $5.6M 9.6k 586.76
American Eagle Outfitters (AEO) 2.7 $5.6M 350k 15.89
SM Energy (SM) 2.6 $5.3M 71k 74.18
Fairchild Semiconductor International 2.5 $5.1M 278k 18.20
BB&T Corporation 2.5 $5.0M 183k 27.45
Nabors Industries 2.4 $4.8M 158k 30.38
ISIS Pharmaceuticals 2.2 $4.5M 503k 9.04
Foster Wheeler Ltd Com Stk 2.2 $4.5M 120k 37.62
Ruby Tuesday 2.2 $4.5M 342k 13.11
Pepsi (PEP) 2.0 $4.1M 64k 64.41
Gammon Gold 1.9 $3.9M 376k 10.45
Key (KEY) 1.8 $3.7M 413k 8.88
Baker Hughes 1.7 $3.5M 48k 73.43
Time Warner 1.7 $3.4M 96k 35.70
Weatherford International Lt reg 1.7 $3.4M 150k 22.60
Brigham Exploration Company 1.6 $3.3M 88k 37.18
Kohl's Corporation (KSS) 1.5 $3.0M 58k 53.03
CONSOL Energy 1.3 $2.7M 50k 53.64
Great Basin Gold Ltdcom Stk 1.3 $2.7M 1.0M 2.64
Helix Energy Solutions (HLX) 1.3 $2.6M 152k 17.20
MasterCard Incorporated (MA) 1.2 $2.4M 9.5k 251.71
Allscripts Healthcare Solutions (MDRX) 1.1 $2.3M 111k 20.99
Rex Energy Corporation 1.1 $2.3M 200k 11.64
Calgon Carbon Corporation 1.1 $2.3M 145k 15.88
Alcatel-Lucent 1.1 $2.2M 383k 5.81
Medco Health Solutions 1.0 $2.1M 38k 56.17
GMX Resources 1.0 $2.1M 341k 6.17
Macy's (M) 1.0 $2.1M 86k 24.27
JPMorgan Chase & Co. (JPM) 1.0 $2.0M 45k 46.09
Comerica Incorporated (CMA) 1.0 $2.0M 54k 36.72
Royal Gold (RGLD) 1.0 $2.0M 38k 52.41
FX Energy 0.9 $1.8M 214k 8.36
Great Plains Energy Incorporated 0.9 $1.8M 88k 20.02
Electronic Arts (EA) 0.8 $1.7M 89k 19.53
Alpha Natural Resources 0.8 $1.7M 29k 59.37
Coeur d'Alene Mines Corporation (CDE) 0.8 $1.6M 47k 34.78
Range Resources (RRC) 0.8 $1.6M 28k 58.45
Hasbro (HAS) 0.8 $1.6M 34k 46.85
Activision Blizzard 0.8 $1.6M 145k 10.97
Kinross Gold Corp (KGC) 0.8 $1.6M 101k 15.75
Procter & Gamble Company (PG) 0.8 $1.6M 25k 61.62
Phillips-Van Heusen Corporation 0.7 $1.5M 23k 65.04
Ener1 0.7 $1.5M 493k 2.96
Finish Line 0.7 $1.4M 71k 19.86
RF Micro Devices 0.7 $1.3M 209k 6.41
Cameron International Corporation 0.6 $1.3M 22k 57.11
Ruth's Hospitality 0.6 $1.2M 236k 5.16
Broadcom Corporation 0.6 $1.2M 30k 39.37
Taseko Cad (TGB) 0.6 $1.2M 196k 5.93
LSI Industries (LYTS) 0.6 $1.2M 159k 7.24
Chemtura Corporation 0.6 $1.2M 68k 17.20
Skechers USA (SKX) 0.5 $1.1M 54k 20.53
NACCO Industries (NC) 0.5 $1.0M 9.3k 110.67
UQM Technologies 0.5 $1.0M 337k 2.98
Lowe's Companies (LOW) 0.5 $961k 36k 26.43
Old Republic International Corporation (ORI) 0.5 $915k 72k 12.68
Energy Recovery (ERII) 0.5 $915k 288k 3.18
International Coal 0.4 $837k 74k 11.30
Sprint Nextel Corporation 0.4 $842k 181k 4.64
JDS Uniphase Corporation 0.4 $826k 40k 20.83
Synovus Financial 0.4 $774k 323k 2.40
Office Depot 0.4 $731k 158k 4.63
Newfield Exploration 0.3 $705k 9.3k 76.00
Maxwell Technologies 0.3 $694k 40k 17.30
Vical Incorporated 0.3 $615k 208k 2.96
Owens Corning (OC) 0.3 $542k 15k 35.98
Ada-es 0.3 $533k 24k 21.87
ThermoGenesis 0.2 $517k 247k 2.09
Ascena Retail 0.2 $415k 13k 32.39
Comverge 0.2 $386k 83k 4.65
Unify Corporation (UNFY) 0.2 $357k 130k 2.75
OfficeMax Incorporated 0.1 $259k 20k 12.95