Point Lobos Capital as of June 30, 2011
Portfolio Holdings for Point Lobos Capital
Point Lobos Capital holds 11 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nordion | 40.0 | $35M | 3.2M | 10.95 | |
Clearwater Paper (CLW) | 19.9 | $17M | 252k | 68.28 | |
Zoran Corporation | 10.2 | $8.8M | 1.1M | 8.40 | |
Suno | 7.7 | $6.7M | 160k | 41.71 | |
CapLease | 7.4 | $6.4M | 1.3M | 4.91 | |
WellCare Health Plans | 5.3 | $4.6M | 89k | 51.41 | |
Trimeris | 3.4 | $2.9M | 1.2M | 2.47 | |
MedCath Corporation | 2.4 | $2.1M | 153k | 13.59 | |
Friendfinder Networks | 1.7 | $1.5M | 360k | 4.06 | |
Sauer-Danfoss | 1.5 | $1.3M | 25k | 50.41 | |
Tbs International Plc cl a | 0.7 | $628k | 339k | 1.85 |