Tinicum Lantern II

Tinicum Lantern II as of June 30, 2012

Portfolio Holdings for Tinicum Lantern II

Tinicum Lantern II holds 13 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cymer 42.0 $125M 2.1M 58.95
Forum Energy Technolo 17.6 $53M 2.7M 19.69
Breeze-Eastern Corporation 7.2 $21M 3.3M 6.49
Veeco Instruments (VECO) 6.2 $19M 542k 34.36
Lamar Advertising Company 5.6 $17M 587k 28.60
Accuride Corporation 5.2 $16M 2.6M 6.00
NutriSystem 5.2 $15M 1.3M 11.56
Littelfuse (LFUS) 4.8 $14M 250k 56.89
Simpson Manufacturing (SSD) 3.1 $9.4M 319k 29.51
Vishay Precision (VPG) 2.5 $7.6M 542k 13.95
Gsi 0.5 $1.3M 118k 11.46
Lawson Products (DSGR) 0.1 $173k 19k 9.25
Newport Corporation 0.0 $120k 10k 12.00