SkyTop Capital Management as of June 30, 2011
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 15 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 |
|---|---|---|---|---|---|
| Xerium Technologies | 41.5 | $151M | 8.1M | 18.55 | |
| Titan International (TWI) | 9.6 | $35M | 1.4M | 24.26 | |
| Globe Specialty Metals | 8.2 | $30M | 1.3M | 22.42 | |
| Lkd Barclays Bk Plc Ipath S&p Etn etf | 7.7 | $28M | 558k | 50.37 | |
| Lear Corporation (LEA) | 4.6 | $17M | 315k | 53.48 | |
| Ford Motor Company (F) | 4.5 | $17M | 1.2M | 13.79 | |
| TRW Automotive Holdings | 4.4 | $16M | 273k | 59.03 | |
| Alpha Natural Resources | 4.0 | $15M | 320k | 45.44 | |
| Chart Industries (GTLS) | 3.7 | $13M | 248k | 53.98 | |
| Industries N shs - a - (LYB) | 3.6 | $13M | 340k | 38.52 | |
| Teck Resources Ltd cl b (TECK) | 3.4 | $12M | 242k | 50.74 | |
| CF Industries Holdings (CF) | 2.2 | $8.0M | 57k | 141.66 | |
| Patriot Coal Corp | 1.5 | $5.6M | 251k | 22.26 | |
| Sauer-Danfoss | 0.7 | $2.5M | 50k | 50.40 | |
| Hertz Global Holdings | 0.4 | $1.5M | 97k | 15.88 |
