Expo Capital Management

Latest statistics and disclosures from Expo Capital Management's latest quarterly 13F-HR filing:

Companies in the Expo Capital Management portfolio as of March 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Medicis Pharmaceutical Corporation (MRX) 6.89 +60% 960000 37.59
Endo Pharmaceuticals (ENDP) 5.18 NEW 700000 38.73
Volcano Corporation (VOLC) 5.01 NEW 925000 28.38
Centene Corporation (CNC) 4.67 -25% 500000 48.97
Watson Pharmaceuticals (WPI) 4.48 NEW 350000 67.06
Sirona Dental Systems (SIRO) 4.43 NEW 450000 51.54
Cepheid (CPHD) 4.19 -36% 525000 41.83
Brookdale Senior Living (BKD) 4.11 -20% 1.15M 18.72
Qiagen N.v. 4.01 NEW 1.35M 15.57
Onyx Pharmaceuticals (ONXX) 3.96 +57% 550000 37.68
Cubist Pharmaceuticals (CBST) 3.92 -29% 475000 43.25
Hologic (HOLX) 3.81 -31% 925000 21.55
Thoratec Corporation (THOR) 3.70 NEW 575000 33.71
Molina Healthcare (MOH) 3.69 NEW 575000 33.63
Allergan (AGN) 3.64 -27% 200000 95.43
Alere (ALR) 3.60 NEW 725000 26.01
VCA Antech (WOOF) 3.54 NEW 800000 23.21
Warner Chilcott Plc - Adr 3.53 -12% 1.10M 16.81
Salix Pharmaceuticals (SLXP) 3.51 NEW 350000 52.50
Gen-Probe Incorporated (GPRO) 3.49 NEW 275000 66.41
WellCare Health Plans (WCG) 3.43 NEW 250000 71.88
PerkinElmer (PKI) 3.43 NEW 650000 27.66
PSS World Medical (PSSI) 3.39 -30% 700000 25.34
United Therapeutics Corporation (UTHR) 3.37 -34% 375000 47.13
Waters Corporation (WAT) 3.01 NEW 170000 92.66

Past 13F-HR SEC Filings by Expo Capital Management

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