Afton Capital Management as of March 31, 2011
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 36 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tronox | 11.9 | $17B | 120k | 139500.00 | |
| Energy Xxi | 4.5 | $6.4B | 186k | 34100.00 | |
| W.R. Grace & Co. | 4.3 | $6.1B | 159k | 38290.00 | |
| Industries N shs - a - (LYB) | 4.3 | $6.1B | 154k | 39550.00 | |
| Chemtura Corporation | 4.2 | $5.9B | 344k | 17200.00 | |
| GeoResources | 4.1 | $5.8B | 184k | 31270.00 | |
| McMoRan Exploration | 4.0 | $5.6B | 319k | 17710.00 | |
| EMC Corporation | 3.9 | $5.5B | 206k | 26560.00 | |
| AboveNet | 3.8 | $5.3B | 82k | 64860.00 | |
| Celanese Corporation (CE) | 3.6 | $5.0B | 113k | 44370.00 | |
| Transatlantic Petroleum | 3.5 | $4.9B | 1.6M | 3100.00 | |
| Cit | 3.4 | $4.8B | 113k | 42550.00 | |
| Cabot Corporation (CBT) | 3.4 | $4.7B | 103k | 46290.00 | |
| Apple (AAPL) | 3.2 | $4.5B | 13k | 348507.50 | |
| Lear Corporation (LEA) | 2.9 | $4.0B | 82k | 48870.00 | |
| Kansas City Southern | 2.8 | $3.9B | 72k | 54450.00 | |
| Rockwood Holdings | 2.7 | $3.8B | 77k | 49220.00 | |
| Atmel Corporation | 2.5 | $3.5B | 257k | 13630.00 | |
| Lululemon Athletica (LULU) | 2.3 | $3.2B | 36k | 89050.00 | |
| Cliffs Natural Resources | 2.2 | $3.0B | 31k | 98280.00 | |
| Popular | 2.1 | $3.0B | 1.0M | 2920.00 | |
| OmniVision Technologies | 2.1 | $2.9B | 82k | 35530.00 | |
| Con-way | 2.0 | $2.8B | 72k | 39290.00 | |
| Accuride Corporation | 2.0 | $2.8B | 200k | 13890.00 | |
| Synovus Financial | 1.9 | $2.7B | 1.1M | 2400.00 | |
| Petrohawk Energy Corporation | 1.8 | $2.5B | 103k | 24540.00 | |
| Liberty Media | 1.8 | $2.5B | 32k | 77600.00 | |
| NetApp (NTAP) | 1.8 | $2.5B | 51k | 48147.50 | |
| Silicon Graphics International | 1.5 | $2.1B | 100k | 21400.00 | |
| Gulf Island Fabrication (GIFI) | 1.2 | $1.7B | 54k | 32170.00 | |
| Outdoor Channel Holdings | 1.1 | $1.6B | 216k | 7460.00 | |
| Range Resources (RRC) | 1.1 | $1.5B | 26k | 58460.00 | |
| OCZ Technology | 0.7 | $1.0B | 129k | 8100.00 | |
| Magnum Hunter Resources Corporation | 0.5 | $643M | 75k | 8570.00 | |
| Ultra Clean Holdings (UCTT) | 0.3 | $467M | 45k | 10340.00 | |
| Cinemark Holdings (CNK) | 0.3 | $401M | 21k | 19350.00 |
