Afton Capital Management as of Dec. 31, 2011
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 21 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Grace & Co. | 10.0 | $7.3B | 159k | 45920.00 | |
| AboveNet | 7.6 | $5.5B | 85k | 65010.00 | |
| Apple (AAPL) | 7.1 | $5.2B | 13k | 405000.00 | |
| Tronox | 7.0 | $5.1B | 43k | 120000.00 | |
| Industries N shs - a - (LYB) | 6.8 | $5.0B | 154k | 32490.00 | |
| Concho Resources | 6.4 | $4.7B | 50k | 93750.00 | |
| Cit | 6.2 | $4.5B | 130k | 34870.00 | |
| Energy Xxi | 6.2 | $4.5B | 141k | 31880.00 | |
| EMC Corporation | 6.0 | $4.4B | 206k | 21540.00 | |
| McMoRan Exploration | 6.0 | $4.4B | 300k | 14550.00 | |
| TransDigm Group Incorporated (TDG) | 5.9 | $4.3B | 45k | 95680.00 | |
| BE Aerospace | 4.0 | $2.9B | 75k | 38710.00 | |
| General Electric Company | 3.7 | $2.7B | 150k | 17910.00 | |
| Hertz Global Holdings | 3.6 | $2.6B | 225k | 11720.00 | |
| Xylem (XYL) | 3.5 | $2.6B | 100k | 25690.00 | |
| Belo | 2.4 | $1.8B | 281k | 6300.00 | |
| Magnum Hunter Resources Corporation | 2.2 | $1.6B | 300k | 5390.00 | |
| Outdoor Channel Holdings | 2.2 | $1.6B | 216k | 7460.00 | |
| Ultra Clean Holdings (UCTT) | 1.5 | $1.1B | 184k | 6110.00 | |
| Lululemon Athletica (LULU) | 1.3 | $933M | 20k | 46660.00 | |
| Gen | 0.4 | $262M | 49k | 5320.00 |
