CBM Capital as of March 31, 2012
Portfolio Holdings for CBM Capital
CBM Capital holds 15 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 29.4 | $106M | 2.1M | 50.31 | |
| Bed Bath & Beyond | 24.1 | $87M | 1.3M | 65.77 | |
| Wells Fargo & Company (WFC) | 14.1 | $51M | 1.5M | 34.14 | |
| Aaron's | 8.9 | $32M | 1.2M | 25.90 | |
| Costco Wholesale Corporation (COST) | 8.3 | $30M | 327k | 90.80 | |
| U.S. Bancorp (USB) | 7.1 | $26M | 807k | 31.68 | |
| Lowe's Companies (LOW) | 2.3 | $8.2M | 262k | 31.38 | |
| Comcast Corporation (CMCSA) | 2.1 | $7.5M | 252k | 30.01 | |
| ConocoPhillips (COP) | 1.3 | $4.6M | 60k | 76.01 | |
| Microsoft Corporation (MSFT) | 1.1 | $3.9M | 120k | 32.26 | |
| Sears Holdings Corporation | 0.7 | $2.3M | 35k | 66.25 | |
| American Express Company (AXP) | 0.4 | $1.3M | 23k | 57.88 | |
| Anixter International | 0.2 | $635k | 8.8k | 72.57 | |
| CarMax (KMX) | 0.2 | $579k | 17k | 34.65 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $244k | 2.00 | 122000.00 |
