Rivanna Capital

Rivanna Capital as of March 31, 2012

Portfolio Holdings for Rivanna Capital

Rivanna Capital holds 21 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Warner Chilcott Plc - 8.6 $15M 908k 16.81
Lender Processing Services 8.3 $15M 557k 26.47
Tripadvisor (TRIP) 7.8 $14M 392k 35.67
CACI International (CACI) 7.8 $14M 224k 62.29
Geo 7.8 $14M 727k 19.01
Bridgepoint Education 6.3 $11M 456k 24.75
Regis Corporation 6.1 $11M 593k 18.43
Warren Resources 5.8 $10M 3.2M 3.26
AmSurg 5.5 $9.7M 348k 27.98
L-3 Communications Holdings 5.0 $8.9M 126k 70.77
Dean Foods Company 4.9 $8.8M 723k 12.11
Corrections Corporation of America 4.2 $7.5M 275k 27.31
Telephone And Data Systems (TDS) 3.6 $6.5M 281k 23.15
Aurizon Mines 3.3 $5.9M 1.2M 4.84
Service Corporation International (SCI) 3.1 $5.6M 496k 11.26
Steris Corporation 3.1 $5.5M 175k 31.62
Smith & Wesson Holding Corporation 2.5 $4.4M 566k 7.75
Cash America International 2.1 $3.7M 78k 47.93
Stewart Enterprises 1.8 $3.1M 517k 6.07
Gastar Exploration 1.4 $2.4M 815k 2.99
Aercap Holdings Nv Ord Cmn (AER) 1.1 $2.0M 182k 11.11