Afton Capital Management as of March 31, 2012
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Grace & Co. | 7.0 | $7.5B | 129k | 57800.00 | |
| Tronox | 7.0 | $7.5B | 43k | 174250.00 | |
| Industries N shs - a - (LYB) | 6.3 | $6.7B | 154k | 43650.00 | |
| Apple (AAPL) | 5.6 | $6.0B | 10k | 599550.00 | |
| Cit | 5.0 | $5.4B | 130k | 41240.00 | |
| Energy Xxi | 4.8 | $5.1B | 141k | 36110.00 | |
| Concho Resources | 4.8 | $5.1B | 50k | 102080.00 | |
| Citigroup (C) | 4.6 | $4.9B | 135k | 36550.00 | |
| Morgan Stanley (MS) | 4.2 | $4.5B | 230k | 19640.00 | |
| EMC Corporation | 4.2 | $4.5B | 151k | 29880.00 | |
| Rock-Tenn Company | 4.1 | $4.4B | 65k | 67560.00 | |
| Celanese Corporation (CE) | 3.7 | $3.9B | 85k | 46180.00 | |
| Magnum Hunter Resources Corporation | 3.6 | $3.8B | 600k | 6410.00 | |
| Delphi Automotive | 3.4 | $3.6B | 115k | 31600.00 | |
| priceline.com Incorporated | 3.4 | $3.6B | 5.0k | 717500.00 | |
| BE Aerospace | 3.3 | $3.5B | 75k | 46470.00 | |
| Rockwood Holdings | 3.2 | $3.4B | 65k | 52150.00 | |
| Hertz Global Holdings | 3.2 | $3.4B | 225k | 15040.00 | |
| Lear Corporation (LEA) | 3.0 | $3.3B | 70k | 46490.00 | |
| Avis Budget (CAR) | 2.6 | $2.8B | 200k | 14150.00 | |
| Ultra Clean Holdings (UCTT) | 2.4 | $2.6B | 343k | 7540.00 | |
| Belo | 2.4 | $2.5B | 351k | 7170.00 | |
| Pulte (PHM) | 2.1 | $2.2B | 250k | 8850.00 | |
| McMoRan Exploration | 1.5 | $1.6B | 150k | 10700.00 | |
| Gen | 1.5 | $1.6B | 224k | 7100.00 | |
| Outdoor Channel Holdings | 1.5 | $1.6B | 216k | 7310.00 | |
| Teradata Corporation (TDC) | 1.3 | $1.4B | 20k | 68150.00 | |
| Heelys | 0.6 | $672M | 306k | 2200.00 |
