Manalapan Oracle Capital Management

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

Manalapan Oracle Capital Management portfolio companies for September 2012 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Express Scripts Holding 6.05 46299 -35.00% 62.64 0.00
Citi 5.70 83524 NEW 32.72 0.00
Apple (AAPL) 5.48 3937 -36.00% 667.01 123.28
Kellogg Company (K) 4.72 43831 NEW 51.65 62.16
Johnson & Johnson (JNJ) 4.22 29354 -24.00% 68.92 98.55
Whiting Petroleum Corporation (WLL) 4.12 41751 NEW 47.38 37.80
Ascena Retail (ASNA) 3.99 89259 NEW 21.45 13.55
PPL Corporation (PPL) 3.85 63496 NEW 29.06 31.37
Devon Energy Corporation (DVN) 3.79 30019 -42.00% 60.50 57.71
Cerner Corporation (CERN) 3.70 22954 NEW 77.37 69.83
Dollar Tree (DLTR) 3.57 35448 NEW 48.30 80.00
Time Warner (TWX) 3.30 34871 NEW 45.34 83.25
Finish Line (FINL) 3.29 69461 -25.00% 22.73 24.26
eBay (EBAY) 3.16 31364 +11.00% 48.37 59.78
MasTec (MTZ) 2.99 72769 -53.00% 19.71 19.80
Nabors Industries Ltd shs 2.87 98126 -21.00% 14.03 0.00
Calpine Corporation (CPN) 2.86 79274 NEW 17.29 20.82
ISIS Pharmaceuticals (ISIS) 2.78 94895 -66.00% 14.07 68.14
Capital One Financial (COF) 2.77 23281 NEW 57.00 77.96
Energy Select Sector SPDR (XLE) 2.67 17435 NEW 73.42 75.34
Market Vectors Gold Miners ETF (GDX) 2.38 21253 NEW 53.69 17.31
Bravo Brio Restaurant (BBRG) 2.37 78309 -29.00% 14.54 14.00
Macy's (M) 2.32 29629 NEW 37.63 62.37
Great Plains Energy Incorporated (GXP) 2.18 46979 NEW 22.27 25.78
MDU Resources (MDU) 2.14 46628 NEW 22.05 20.52
Kinross Gold 2.00 93960 NEW 10.21 0.00
Activision Blizzard (ATVI) 1.98 84280 -42.00% 11.27 22.67
American Eagle Outfitters (AEO) 1.97 44842 NEW 21.07 16.91
Universal Display Corporation (PANL) 1.87 26072 -30.00% 34.33 2.86
Express (EXPR) 1.82 58864 NEW 14.81 15.47
Willbros (WG) 1.12 99798 NEW 5.37 5.75
Ocwen Financial Corporation (OCN) 0.87 15185 NEW 27.40 9.67
Abercrombie & Fitch (ANF) 0.59 8341 -78.00% 33.93 21.19
Walter Investment Management (WAC) 0.51 6623 NEW 36.99 15.10