Axel Capital Management as of Dec. 31, 2012
Portfolio Holdings for Axel Capital Management
Axel Capital Management holds 11 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 |
|---|---|---|---|---|---|
| USG Corporation | 14.2 | $2.0M | 70k | 28.07 | |
| Lennar Corporation (LEN) | 14.0 | $1.9M | 50k | 38.66 | |
| Toll Brothers (TOL) | 11.7 | $1.6M | 50k | 32.32 | |
| DaVita (DVA) | 9.6 | $1.3M | 12k | 110.50 | |
| KB Home (KBH) | 9.1 | $1.3M | 80k | 15.80 | |
| American Tower Reit (AMT) | 8.4 | $1.2M | 15k | 77.27 | |
| Pulte (PHM) | 7.9 | $1.1M | 60k | 18.17 | |
| SBA Communications Corporation | 7.7 | $1.1M | 15k | 71.00 | |
| MasterCard Incorporated (MA) | 7.1 | $983k | 2.0k | 491.50 | |
| Owens Corning (OC) | 5.3 | $740k | 20k | 37.00 | |
| Adt | 5.0 | $697k | 15k | 46.47 |
