Afton Capital Management as of Dec. 31, 2010
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 30 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $5.6B | 18k | 322560.00 | |
| W.R. Grace & Co. | 5.7 | $5.4B | 155k | 35130.00 | |
| McMoRan Exploration | 5.5 | $5.3B | 310k | 17140.00 | |
| Industries N shs - a - (LYB) | 5.4 | $5.2B | 150k | 34400.00 | |
| Energy Xxi | 5.2 | $5.0B | 181k | 27670.00 | |
| Lear Corporation (LEA) | 5.1 | $4.9B | 50k | 98710.00 | |
| Chemtura Corporation | 5.1 | $4.9B | 305k | 15980.00 | |
| EMC Corporation | 4.8 | $4.6B | 200k | 22900.00 | |
| Cit | 4.4 | $4.2B | 90k | 47100.00 | |
| AboveNet | 4.4 | $4.2B | 72k | 58460.00 | |
| CF Industries Holdings (CF) | 4.2 | $4.1B | 30k | 135150.00 | |
| Lululemon Athletica (LULU) | 3.6 | $3.4B | 50k | 68420.00 | |
| Kansas City Southern | 3.5 | $3.4B | 70k | 47860.00 | |
| OmniVision Technologies | 3.1 | $3.0B | 100k | 29610.00 | |
| Rockwood Holdings | 3.0 | $2.9B | 75k | 39120.00 | |
| Accuride Corporation | 2.9 | $2.8B | 175k | 15880.00 | |
| Visteon Corporation (VC) | 2.9 | $2.7B | 37k | 74250.00 | |
| Ultra Clean Holdings (UCTT) | 2.7 | $2.6B | 282k | 9310.00 | |
| Con-way | 2.7 | $2.6B | 70k | 36570.00 | |
| AK Steel Holding Corporation | 2.5 | $2.5B | 150k | 16370.00 | |
| Playboy Enterprises (PLA) | 2.1 | $2.1B | 397k | 5220.00 | |
| Range Resources (RRC) | 2.1 | $2.0B | 45k | 44980.00 | |
| Liberty Media | 2.1 | $2.0B | 30k | 66480.00 | |
| Novatel Wireless | 2.0 | $1.9B | 200k | 9550.00 | |
| Petrohawk Energy Corporation | 1.9 | $1.8B | 100k | 18250.00 | |
| Silicon Image | 1.6 | $1.6B | 215k | 7350.00 | |
| Outdoor Channel Holdings | 1.6 | $1.5B | 211k | 7170.00 | |
| PennyMac Mortgage Investment Trust (PMT) | 1.4 | $1.4B | 75k | 18150.00 | |
| GeoResources | 1.4 | $1.3B | 60k | 22210.00 | |
| Entropic Communications | 1.3 | $1.2B | 100k | 12080.00 |
