Axel Capital Management as of Sept. 30, 2012
Portfolio Holdings for Axel Capital Management
Axel Capital Management holds 6 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 34.4 | $3.1M | 140k | 21.95 | |
| Lennar Corporation (LEN) | 23.4 | $2.1M | 60k | 34.77 | |
| Toll Brothers (TOL) | 18.6 | $1.7M | 50k | 33.22 | |
| Allergan | 10.3 | $916k | 10k | 91.60 | |
| Pulte (PHM) | 6.9 | $620k | 40k | 15.50 | |
| KB Home (KBH) | 6.4 | $574k | 40k | 14.35 |
