Centaur Capital Partners as of Sept. 30, 2013
Portfolio Holdings for Centaur Capital Partners
Centaur Capital Partners holds 30 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First American Financial (FAF) | 8.4 | $9.7M | 400k | 24.35 | |
| EMC Corporation | 8.1 | $9.3M | 365k | 25.56 | |
| American Tower Reit (AMT) | 8.0 | $9.3M | 125k | 74.13 | |
| Apple (AAPL) | 6.9 | $8.0M | 17k | 476.78 | |
| Coach | 6.0 | $6.9M | 127k | 54.53 | |
| Tetra Tech (TTEK) | 5.6 | $6.5M | 250k | 25.89 | |
| Ryman Hospitality Pptys (RHP) | 4.2 | $4.8M | 140k | 34.51 | |
| Wpx Energy | 4.2 | $4.8M | 250k | 19.26 | |
| Abercrombie & Fitch (ANF) | 3.9 | $4.5M | 127k | 35.37 | |
| Blucora | 3.8 | $4.4M | 194k | 22.98 | |
| Rosetta Stone | 3.6 | $4.1M | 255k | 16.23 | |
| Cott Corp | 3.5 | $4.0M | 525k | 7.69 | |
| Dillard's (DDS) | 3.4 | $4.0M | 51k | 78.30 | |
| American International (AIG) | 3.4 | $3.9M | 80k | 48.63 | |
| Peregrine Semiconductor | 3.2 | $3.7M | 410k | 8.97 | |
| Bravo Brio Restaurant | 3.0 | $3.5M | 230k | 15.10 | |
| Ingredion Incorporated (INGR) | 2.9 | $3.3M | 50k | 66.18 | |
| Body Central Acquisition Corporation | 2.8 | $3.3M | 540k | 6.10 | |
| InterDigital (IDCC) | 2.7 | $3.1M | 83k | 37.33 | |
| iShares Silver Trust (SLV) | 2.0 | $2.3M | 110k | 20.90 | |
| Acxiom Corporation | 1.7 | $2.0M | 71k | 28.39 | |
| Quantum Corporation | 1.6 | $1.8M | 1.3M | 1.38 | |
| Skullcandy | 1.2 | $1.5M | 234k | 6.20 | |
| Miller Industries (MLR) | 1.2 | $1.4M | 80k | 16.99 | |
| Magnachip Semiconductor Corp (MX) | 1.0 | $1.1M | 53k | 21.54 | |
| Mfc Industrial | 0.9 | $1.1M | 126k | 8.40 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.9 | $1.0M | 60k | 16.77 | |
| World Acceptance (WRLD) | 0.8 | $899k | 10k | 89.90 | |
| Aware (AWRE) | 0.7 | $860k | 158k | 5.46 | |
| Mitcham Industries | 0.7 | $769k | 50k | 15.29 |
