Afton Capital Management

Afton Capital Management as of Dec. 31, 2012

Portfolio Holdings for Afton Capital Management

Afton Capital Management holds 9 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Phillips 66 21.3 $8.0M 80k 100.00
Michael Kors Holdings 19.3 $7.3M 75k 96.67
Realogy Hldgs 18.1 $6.8M 80k 85.00
Anadarko Petroleum 14.7 $5.5M 50k 110.00
Be Aerospace 13.3 $5.0M 75k 66.67
Lear Corporation 8.0 $3.0M 75k 40.00
Howard Hughes 2.7 $1.0M 50k 20.00
Cit 2.1 $800k 95k 8.42
W.r. Grace & Co 0.5 $169k 300.00 563.33