Guerrilla Capital Management

Guerrilla Capital Management as of March 31, 2011

Portfolio Holdings for Guerrilla Capital Management

Guerrilla Capital Management holds 67 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Harbin Electric 9.6 $8.1M 392k 20.69
China Pharma Holdings 7.2 $6.1M 2.4M 2.53
Fushi Copperweld 7.2 $6.1M 813k 7.53
American Lorain Corporation 6.9 $5.8M 2.3M 2.54
China Security & Surveillance Tech 5.6 $4.7M 1.0M 4.63
Yongye International 5.4 $4.5M 742k 6.13
China Yida Holding 4.8 $4.1M 538k 7.60
Wonder Auto Technology 3.9 $3.3M 613k 5.42
Yuhe International (YUII) 3.8 $3.3M 488k 6.66
Sonic Automotive (SAH) 3.7 $3.1M 223k 14.01
Keyuan Petrochemicals (KEYP) 3.4 $2.9M 588k 4.88
Asbury Automotive (ABG) 3.1 $2.6M 141k 18.49
China Green Agriculture 3.0 $2.5M 367k 6.90
Imax Corp Cad (IMAX) 2.6 $2.2M 69k 31.97
Zhongpin 2.3 $2.0M 131k 15.15
Lithia Motors (LAD) 2.3 $2.0M 135k 14.53
Chinacast Education Corporation (CAST) 1.8 $1.6M 247k 6.29
China XD Plastics 1.8 $1.5M 289k 5.21
Sorl Auto Parts 1.6 $1.4M 227k 6.06
VCG Holding (VCGH) 1.6 $1.3M 595k 2.22
Asia Entn & Resources 1.3 $1.1M 116k 9.60
China Electric Motor (CELM) 1.1 $934k 321k 2.91
Puda Coal (PUDA) 1.1 $913k 75k 12.24
Gulf Resources 1.0 $845k 137k 6.19
Penske Automotive (PAG) 0.9 $773k 39k 20.03
HQ Sustainable Maritime Industries 0.8 $675k 221k 3.06
Kingtone Wirelessinfo Solutions Hldg (KONE) 0.8 $662k 321k 2.06
Perfumania Holdings 0.7 $559k 58k 9.66
American Oriental Bioengineering 0.6 $540k 362k 1.49
China Ritar Power 0.6 $531k 345k 1.54
Tianyin Pharmaceutical 0.6 $480k 202k 2.37
China Jo Jo Drugstores 0.6 $461k 177k 2.61
National-Oilwell Var 0.5 $450k 5.7k 79.25
Goldcorp 0.5 $406k 8.1k 49.83
Jiangbo Pharmaceuticals 0.5 $396k 90k 4.38
SmartHeat 0.5 $379k 134k 2.84
Chinanet Online Holdings 0.4 $373k 102k 3.64
Renhuang Pharmaceuticals 0.4 $351k 199k 1.77
Derma Sciences 0.3 $300k 31k 9.71
Endeavour International C 0.3 $284k 22k 12.68
Lj International Inc. ord 0.3 $281k 71k 3.93
Yucheng Technologies 0.3 $261k 65k 4.00
Best Buy (BBY) 0.3 $244k 8.5k 28.71
China Shengda Packaging 0.3 $224k 75k 2.99
Quiksilver 0.2 $214k 48k 4.42
A Power Energy Generat Sys 0.2 $211k 45k 4.69
China MediaExpress Holdings 0.2 $215k 18k 11.89
Talisman Energy Inc Com Stk 0.2 $205k 8.3k 24.70
Ever-Glory International (EVKG) 0.2 $205k 108k 1.90
China Housing & Land Development 0.2 $191k 98k 1.95
Evolution Petroleum Corporation (EPM) 0.2 $175k 22k 7.81
Lentuo International (LASLY) 0.2 $178k 37k 4.88
China Information Technology 0.2 $168k 62k 2.70
Hollysys Automation Technolo (HOLI) 0.2 $157k 11k 13.79
QKL Stores 0.2 $155k 59k 2.64
VisionChina Media 0.2 $140k 32k 4.33
China Sky One Medical 0.2 $136k 41k 3.33
Rick's Cabaret Int'l 0.2 $134k 12k 10.92
Homeowners Choice 0.1 $117k 14k 8.15
Alexco Resource Corp 0.1 $104k 12k 8.89
General Steel Holdings 0.1 $83k 34k 2.41
Augusta Res Corp 0.1 $81k 16k 5.13
China Education Alliance 0.1 $88k 64k 1.38
China TransInfo Technology 0.1 $77k 17k 4.63
Kimber Res 0.0 $23k 14k 1.70
Pacific Sunwear of California 0.0 $20k 5.6k 3.57
China Marine Food (CMFO) 0.0 $3.9k 385k 0.01