Guerrilla Capital Management as of Sept. 30, 2011
Portfolio Holdings for Guerrilla Capital Management
Guerrilla Capital Management holds 52 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harbin Electric | 25.6 | $14M | 655k | 20.65 | |
| Fushi Copperweld | 8.7 | $4.6M | 930k | 4.95 | |
| American Lorain Corporation | 7.1 | $3.7M | 2.3M | 1.63 | |
| Yongye International | 7.0 | $3.7M | 818k | 4.50 | |
| Keyuan Petrochemicals (KEYP) | 5.4 | $2.9M | 588k | 4.88 | |
| China Pharma Holdings | 4.5 | $2.4M | 2.4M | 0.97 | |
| Sonic Automotive (SAH) | 4.0 | $2.1M | 198k | 10.79 | |
| China Green Agriculture | 3.9 | $2.0M | 427k | 4.78 | |
| China Yida Holding | 3.4 | $1.8M | 565k | 3.15 | |
| Zhongpin | 3.3 | $1.7M | 230k | 7.60 | |
| Asbury Automotive (ABG) | 3.3 | $1.7M | 105k | 16.49 | |
| China XD Plastics | 2.9 | $1.5M | 339k | 4.51 | |
| Lithia Motors (LAD) | 2.6 | $1.4M | 95k | 14.38 | |
| Chinacast Education Corporation (CAST) | 1.9 | $1.0M | 271k | 3.69 | |
| Asia Entn & Resources | 1.9 | $983k | 182k | 5.40 | |
| Imax Corp Cad (IMAX) | 1.7 | $908k | 63k | 14.48 | |
| Sorl Auto Parts | 1.6 | $866k | 266k | 3.26 | |
| Penske Automotive (PAG) | 1.1 | $570k | 36k | 16.01 | |
| Gulf Resources | 0.9 | $482k | 216k | 2.23 | |
| Goldcorp | 0.7 | $373k | 8.1k | 45.78 | |
| Lj International Inc. ord | 0.7 | $361k | 144k | 2.50 | |
| Kingtone Wirelessinfo Solutions Hldg (KONE) | 0.5 | $286k | 267k | 1.07 | |
| Perfumania Holdings | 0.5 | $266k | 19k | 13.98 | |
| Tianyin Pharmaceutical | 0.5 | $252k | 210k | 1.20 | |
| American Oriental Bioengineering | 0.5 | $250k | 397k | 0.63 | |
| General Steel Holdings | 0.5 | $243k | 204k | 1.19 | |
| China Jo Jo Drugstores | 0.5 | $237k | 169k | 1.40 | |
| Eldorado Gold Corp | 0.4 | $225k | 14k | 15.89 | |
| Renhuang Pharmaceuticals | 0.3 | $187k | 199k | 0.94 | |
| Yucheng Technologies | 0.3 | $179k | 62k | 2.88 | |
| Endeavour International C | 0.3 | $174k | 22k | 7.99 | |
| QKL Stores | 0.3 | $164k | 137k | 1.20 | |
| Evolution Petroleum Corporation (EPM) | 0.3 | $164k | 23k | 7.04 | |
| Ever-Glory International (EVKG) | 0.3 | $164k | 102k | 1.61 | |
| China Housing & Land Development | 0.3 | $146k | 98k | 1.49 | |
| Chinanet Online Holdings | 0.2 | $119k | 107k | 1.11 | |
| Lentuo International (LASLY) | 0.2 | $105k | 27k | 3.83 | |
| China Marine Food (CMFO) | 0.2 | $101k | 57k | 1.79 | |
| China Sky One Medical | 0.2 | $93k | 41k | 2.28 | |
| SmartHeat | 0.2 | $87k | 130k | 0.67 | |
| Derma Sciences | 0.2 | $92k | 12k | 7.80 | |
| China Shengda Packaging | 0.2 | $88k | 131k | 0.67 | |
| Homeowners Choice | 0.2 | $90k | 14k | 6.50 | |
| Rick's Cabaret Int'l | 0.2 | $82k | 12k | 6.68 | |
| Alexco Resource Corp | 0.1 | $71k | 10k | 6.83 | |
| China Information Technology | 0.1 | $65k | 70k | 0.93 | |
| Quiksilver | 0.1 | $53k | 17k | 3.05 | |
| VisionChina Media | 0.1 | $47k | 25k | 1.85 | |
| China TransInfo Technology | 0.1 | $48k | 20k | 2.45 | |
| China Education Alliance | 0.1 | $37k | 22k | 1.66 | |
| Chimera Investment Corporation | 0.1 | $32k | 12k | 2.76 | |
| Kimber Res | 0.0 | $16k | 12k | 1.33 |
