Merchants' Gate Capital as of Dec. 31, 2012
Portfolio Holdings for Merchants' Gate Capital
Merchants' Gate Capital holds 20 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 76.3 | $6.6B | 742k | 8942.05 | |
| Schlumberger (SLB) | 2.9 | $255M | 3.7M | 69.30 | |
| Expeditors International of Washington (EXPD) | 2.7 | $235M | 5.9M | 39.55 | |
| Airgas | 2.6 | $224M | 2.5M | 91.29 | |
| C.H. Robinson Worldwide (CHRW) | 2.0 | $177M | 2.8M | 63.22 | |
| Ecolab (ECL) | 1.9 | $161M | 2.2M | 71.90 | |
| NVR (NVR) | 1.7 | $151M | 164k | 920.00 | |
| Advance Auto Parts (AAP) | 1.4 | $124M | 1.7M | 72.35 | |
| United Parcel Service (UPS) | 1.3 | $116M | 1.6M | 73.73 | |
| Monsanto Company | 1.2 | $109M | 1.2M | 94.65 | |
| United Parcel Service (UPS) | 1.1 | $96M | 13k | 7373.00 | |
| AutoZone (AZO) | 1.1 | $92M | 259k | 354.43 | |
| Home Depot (HD) | 1.0 | $85M | 1.4M | 61.85 | |
| FMC Technologies | 0.9 | $78M | 1.8M | 42.83 | |
| National-Oilwell Var | 0.8 | $70M | 1.0M | 68.35 | |
| Advance Auto Parts (AAP) | 0.5 | $43M | 6.0k | 7235.00 | |
| Ypf Sa (YPF) | 0.2 | $21M | 1.4M | 14.55 | |
| Sally Beauty Holdings (SBH) | 0.2 | $19M | 825k | 23.57 | |
| Range Resources (RRC) | 0.1 | $6.0M | 95k | 62.83 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $5.5M | 152k | 36.58 |
