Axel Capital Management

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