Mitchell Capital Management as of June 30, 2012
Portfolio Holdings for Mitchell Capital Management
Mitchell Capital Management holds 32 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PetSmart | 5.2 | $12M | 175k | 68.18 | |
| Cerner Corporation | 4.9 | $11M | 137k | 82.66 | |
| Express Scripts Holding | 4.9 | $11M | 200k | 55.83 | |
| Tractor Supply Company (TSCO) | 4.8 | $11M | 131k | 83.06 | |
| Ross Stores (ROST) | 4.7 | $11M | 172k | 62.47 | |
| Novo Nordisk A/S (NVO) | 4.5 | $10M | 70k | 145.34 | |
| Canadian Natl Ry (CNI) | 4.0 | $9.2M | 110k | 84.38 | |
| EMC Corporation | 3.9 | $8.9M | 349k | 25.63 | |
| Dollar Tree (DLTR) | 3.8 | $8.7M | 162k | 53.80 | |
| Oceaneering International (OII) | 3.7 | $8.5M | 178k | 47.86 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 3.6 | $8.4M | 169k | 49.59 | |
| Mettler-Toledo International (MTD) | 3.6 | $8.3M | 53k | 155.85 | |
| Cognizant Technology Solutions (CTSH) | 3.6 | $8.3M | 138k | 60.00 | |
| Group Cgi Cad Cl A | 3.2 | $7.4M | 308k | 23.99 | |
| Honeywell International (HON) | 3.2 | $7.2M | 130k | 55.84 | |
| F5 Networks (FFIV) | 3.1 | $7.1M | 72k | 99.57 | |
| Tor Dom Bk Cad (TD) | 3.1 | $7.0M | 90k | 78.23 | |
| MICROS Systems | 3.0 | $6.8M | 133k | 51.20 | |
| Air Methods Corporation | 3.0 | $6.8M | 69k | 98.25 | |
| Intuit (INTU) | 2.8 | $6.5M | 109k | 59.35 | |
| Kirby Corporation (KEX) | 2.8 | $6.3M | 134k | 47.08 | |
| Ensco Plc Shs Class A | 2.7 | $6.3M | 133k | 46.97 | |
| FMC Technologies | 2.5 | $5.7M | 145k | 39.23 | |
| Intuitive Surgical (ISRG) | 2.4 | $5.4M | 9.8k | 553.77 | |
| Apple (AAPL) | 2.3 | $5.3M | 9.0k | 584.04 | |
| Teva Pharmaceutical Industries (TEVA) | 2.1 | $4.8M | 121k | 39.44 | |
| Ihs | 2.1 | $4.8M | 44k | 107.73 | |
| Panera Bread Company | 2.1 | $4.7M | 34k | 139.43 | |
| Lincoln Electric Holdings (LECO) | 1.9 | $4.4M | 100k | 43.79 | |
| Mindray Medical International | 1.1 | $2.5M | 84k | 30.28 | |
| Gorman-Rupp Company (GRC) | 1.0 | $2.4M | 79k | 29.80 | |
| NVE Corporation (NVEC) | 0.5 | $1.1M | 20k | 53.76 |
