SkyTop Capital Management as of March 31, 2011
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 20 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xerium Technologies | 43.8 | $166M | 6.9M | 24.05 | |
| Globe Specialty Metals | 5.8 | $22M | 974k | 22.76 | |
| Titan International (TWI) | 5.8 | $22M | 821k | 26.61 | |
| CF Industries Holdings (CF) | 5.7 | $22M | 157k | 136.79 | |
| Lkd Barclays Bk Plc Ipath S&p Etn etf | 4.5 | $17M | 313k | 55.05 | |
| Market Vectors Gold Miners ETF | 4.1 | $16M | 262k | 60.10 | |
| Lear Corporation (LEA) | 3.8 | $14M | 291k | 48.87 | |
| Cnh Global | 3.5 | $13M | 274k | 48.55 | |
| Teck Resources Ltd cl b (TECK) | 3.3 | $13M | 237k | 53.02 | |
| Patriot Coal Corp | 2.9 | $11M | 419k | 25.83 | |
| Alpha Natural Resources | 2.6 | $9.8M | 165k | 59.37 | |
| International Coal | 2.4 | $9.0M | 797k | 11.30 | |
| AGCO Corporation (AGCO) | 2.3 | $8.8M | 160k | 54.97 | |
| Walter Energy | 2.3 | $8.7M | 64k | 135.43 | |
| Industries N shs - a - (LYB) | 2.3 | $8.6M | 218k | 39.55 | |
| Visteon Corporation (VC) | 1.3 | $5.1M | 81k | 62.49 | |
| TRW Automotive Holdings | 1.3 | $4.9M | 89k | 55.08 | |
| Green Plains Renewable Energy (GPRE) | 0.9 | $3.5M | 293k | 12.02 | |
| KapStone Paper and Packaging | 0.7 | $2.8M | 160k | 17.17 | |
| Exide Technologies | 0.7 | $2.7M | 237k | 11.17 |
