Expo Capital Management as of Dec. 31, 2011
Portfolio Holdings for Expo Capital Management
Expo Capital Management holds 18 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cepheid | 7.0 | $28M | 825k | 34.41 | |
| United Therapeutics Corporation (UTHR) | 6.7 | $27M | 575k | 47.25 | |
| Cubist Pharmaceuticals | 6.6 | $27M | 675k | 39.62 | |
| Centene Corporation (CNC) | 6.6 | $27M | 675k | 39.59 | |
| Brookdale Senior Living (BKD) | 6.2 | $25M | 1.5M | 17.39 | |
| PSS World Medical | 5.9 | $24M | 1.0M | 24.19 | |
| Allergan | 5.9 | $24M | 275k | 87.74 | |
| Hologic (HOLX) | 5.8 | $24M | 1.4M | 17.51 | |
| Varian Medical Systems | 5.8 | $24M | 350k | 67.13 | |
| Shire | 5.7 | $23M | 225k | 103.90 | |
| Allscripts Healthcare Solutions (MDRX) | 5.3 | $22M | 1.2M | 18.94 | |
| Mylan | 5.3 | $22M | 1.0M | 21.46 | |
| Hill-Rom Holdings | 5.0 | $20M | 600k | 33.69 | |
| Medicis Pharmaceutical Corporation | 4.9 | $20M | 600k | 33.25 | |
| Warner Chilcott Plc - | 4.6 | $19M | 1.3M | 15.13 | |
| Boston Scientific Corporation (BSX) | 4.6 | $19M | 3.5M | 5.34 | |
| BioMarin Pharmaceutical (BMRN) | 4.4 | $18M | 525k | 34.38 | |
| Onyx Pharmaceuticals | 3.8 | $15M | 350k | 43.95 |
