Severn River Capital Management

Severn River Capital Management as of Dec. 31, 2010

Portfolio Holdings for Severn River Capital Management

Severn River Capital Management holds 13 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Verizon Communications (VZ) 20.4 $40M 1.1M 35.78
Apple (AAPL) 12.2 $24M 74k 322.57
General Motors Company (GM) 11.5 $23M 609k 36.86
Popular 10.0 $20M 6.2M 3.14
Time Warner Cable 8.4 $16M 248k 66.03
Kraft Foods 7.1 $14M 442k 31.51
Comcast Corporation (CMCSA) 7.0 $14M 619k 21.97
Microsoft Corporation (MSFT) 7.0 $14M 488k 27.91
J. Crew 5.2 $10M 238k 43.14
Arris 4.9 $9.5M 850k 11.22
Novatel Wireless 4.4 $8.7M 907k 9.55
SolarWinds 1.5 $3.0M 155k 19.25
Clearwire Corporation 0.5 $1.0M 198k 5.15