CAVU Capital Advisors as of Dec. 31, 2010
Portfolio Holdings for CAVU Capital Advisors
CAVU Capital Advisors holds 30 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eaton Corporation | 9.4 | $2.9M | 35k | 82.49 | |
| Ross Stores (ROST) | 7.1 | $2.2M | 40k | 54.65 | |
| Crocs (CROX) | 6.3 | $1.9M | 149k | 13.00 | |
| Talbots | 6.0 | $1.8M | 140k | 13.10 | |
| MGM Resorts International. (MGM) | 5.1 | $1.6M | 140k | 11.28 | |
| Royal Caribbean Cruises (RCL) | 4.9 | $1.5M | 48k | 31.54 | |
| Boyd Gaming Corporation (BYD) | 4.7 | $1.5M | 200k | 7.25 | |
| Green Mountain Coffee Roasters | 4.6 | $1.4M | 45k | 31.20 | |
| Parker-Hannifin Corporation (PH) | 4.5 | $1.4M | 20k | 70.05 | |
| Wynn Resorts (WYNN) | 4.4 | $1.4M | 17k | 80.42 | |
| Boeing Company (BA) | 4.3 | $1.3M | 20k | 66.55 | |
| Bally Technologies | 4.2 | $1.3M | 37k | 34.95 | |
| RadioShack Corporation | 4.2 | $1.3M | 60k | 21.33 | |
| Goodyear Tire & Rubber Company (GT) | 3.1 | $963k | 90k | 10.75 | |
| Toll Brothers (TOL) | 3.1 | $951k | 50k | 19.02 | |
| Abercrombie & Fitch (ANF) | 2.9 | $885k | 23k | 39.33 | |
| Baker Hughes Incorporated | 2.1 | $639k | 15k | 42.60 | |
| AMR Corporation | 2.0 | $627k | 100k | 6.27 | |
| BJ's Wholesale Club | 2.0 | $623k | 15k | 41.53 | |
| Ford Motor Company (F) | 2.0 | $612k | 50k | 12.24 | |
| International Game Technology | 1.9 | $578k | 40k | 14.45 | |
| Limited Brands | 1.8 | $551k | 23k | 24.49 | |
| National-Oilwell Var | 1.4 | $445k | 10k | 44.50 | |
| Cameron International Corporation | 1.4 | $430k | 10k | 43.00 | |
| Petrohawk Energy Corporation | 1.3 | $404k | 25k | 16.16 | |
| hhgregg (HGGG) | 1.2 | $371k | 15k | 24.73 | |
| Terex Corporation (TEX) | 1.1 | $346k | 15k | 22.91 | |
| Manitowoc Company | 1.1 | $333k | 28k | 12.11 | |
| Precision Castparts | 1.0 | $318k | 2.5k | 127.20 | |
| Pulte (PHM) | 0.8 | $241k | 28k | 8.76 |
