Axel Capital Management as of March 31, 2013
Portfolio Holdings for Axel Capital Management
Axel Capital Management holds 10 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Armstrong World Industries (AWI) | 17.7 | $2.2M | 40k | 55.90 | |
| Toll Brothers (TOL) | 14.9 | $1.9M | 55k | 34.24 | |
| Lennar Corporation (LEN) | 14.8 | $1.9M | 45k | 41.49 | |
| Automatic Data Processing (ADP) | 10.3 | $1.3M | 20k | 65.05 | |
| Adt | 9.7 | $1.2M | 25k | 48.92 | |
| Owens Corning (OC) | 9.4 | $1.2M | 30k | 39.43 | |
| American Tower Reit (AMT) | 9.2 | $1.2M | 15k | 76.93 | |
| Belden (BDC) | 8.2 | $1.0M | 20k | 51.65 | |
| USG Corporation | 4.2 | $529k | 20k | 26.45 | |
| Tri Pointe Homes (TPH) | 1.6 | $201k | 10k | 20.10 |
