Guerrilla Capital Management as of June 30, 2011
Portfolio Holdings for Guerrilla Capital Management
Guerrilla Capital Management holds 67 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harbin Electric | 13.4 | $9.5M | 629k | 15.12 | |
| China Security & Surveillance Tech | 7.9 | $5.6M | 1.1M | 5.30 | |
| China Pharma Holdings | 7.6 | $5.4M | 2.4M | 2.25 | |
| Fushi Copperweld | 7.2 | $5.1M | 899k | 5.73 | |
| Yongye International | 5.9 | $4.2M | 793k | 5.25 | |
| American Lorain Corporation | 5.0 | $3.5M | 2.3M | 1.54 | |
| Wonder Auto Technology | 4.8 | $3.4M | 627k | 5.42 | |
| Sonic Automotive (SAH) | 4.6 | $3.3M | 223k | 14.65 | |
| Keyuan Petrochemicals (KEYP) | 4.0 | $2.9M | 588k | 4.88 | |
| Asbury Automotive (ABG) | 3.6 | $2.6M | 140k | 18.53 | |
| Lithia Motors (LAD) | 3.0 | $2.2M | 110k | 19.63 | |
| Imax Corp Cad (IMAX) | 2.8 | $2.0M | 62k | 32.42 | |
| China Green Agriculture | 2.8 | $2.0M | 397k | 4.98 | |
| China Yida Holding | 2.3 | $1.6M | 560k | 2.92 | |
| Zhongpin | 2.1 | $1.5M | 142k | 10.48 | |
| China XD Plastics | 1.9 | $1.3M | 313k | 4.21 | |
| Chinacast Education Corporation (CAST) | 1.8 | $1.3M | 253k | 5.18 | |
| Asia Entn & Resources | 1.7 | $1.2M | 151k | 7.81 | |
| Sorl Auto Parts | 1.6 | $1.2M | 261k | 4.50 | |
| Penske Automotive (PAG) | 1.2 | $855k | 38k | 22.74 | |
| China Marine Food (CMFO) | 1.0 | $741k | 272k | 2.73 | |
| Yuhe International (YUII) | 1.0 | $711k | 588k | 1.21 | |
| Gulf Resources | 0.9 | $621k | 200k | 3.10 | |
| HQ Sustainable Maritime Industries | 0.9 | $613k | 221k | 2.78 | |
| American Oriental Bioengineering | 0.6 | $412k | 371k | 1.11 | |
| Goldcorp | 0.6 | $395k | 8.1k | 48.48 | |
| Quiksilver | 0.5 | $375k | 25k | 14.76 | |
| Perfumania Holdings | 0.5 | $347k | 23k | 15.41 | |
| China Jo Jo Drugstores | 0.4 | $316k | 165k | 1.91 | |
| General Steel Holdings | 0.4 | $305k | 204k | 1.49 | |
| Endeavour International C | 0.4 | $300k | 20k | 15.09 | |
| Tianyin Pharmaceutical | 0.4 | $295k | 205k | 1.44 | |
| Derma Sciences | 0.4 | $286k | 31k | 9.20 | |
| Kingtone Wirelessinfo Solutions Hldg (KONE) | 0.4 | $281k | 312k | 0.90 | |
| Lj International Inc. ord | 0.4 | $279k | 87k | 3.19 | |
| Jiangbo Pharmaceuticals | 0.4 | $281k | 91k | 3.08 | |
| Best Buy (BBY) | 0.4 | $267k | 8.5k | 31.41 | |
| Eldorado Gold Corp | 0.3 | $246k | 17k | 14.77 | |
| National-Oilwell Var | 0.3 | $233k | 3.0k | 78.24 | |
| Yucheng Technologies | 0.3 | $204k | 62k | 3.28 | |
| QKL Stores | 0.3 | $199k | 98k | 2.03 | |
| Lentuo International (LASLY) | 0.3 | $190k | 39k | 4.85 | |
| Renhuang Pharmaceuticals | 0.3 | $185k | 199k | 0.93 | |
| Ever-Glory International (EVKG) | 0.3 | $183k | 102k | 1.80 | |
| Talisman Energy Inc Com Stk | 0.2 | $170k | 8.3k | 20.48 | |
| SmartHeat | 0.2 | $166k | 130k | 1.27 | |
| Evolution Petroleum Corporation (EPM) | 0.2 | $165k | 23k | 7.08 | |
| China Shengda Packaging | 0.2 | $160k | 119k | 1.35 | |
| Chinanet Online Holdings | 0.2 | $164k | 112k | 1.46 | |
| China Information Technology | 0.2 | $146k | 70k | 2.08 | |
| Puda Coal (PUDA) | 0.2 | $147k | 25k | 5.98 | |
| China Housing & Land Development | 0.2 | $137k | 98k | 1.40 | |
| Rick's Cabaret Int'l | 0.1 | $104k | 12k | 8.47 | |
| Homeowners Choice | 0.1 | $96k | 14k | 6.69 | |
| China Sky One Medical | 0.1 | $89k | 41k | 2.18 | |
| Alexco Resource Corp | 0.1 | $84k | 12k | 7.18 | |
| VisionChina Media | 0.1 | $72k | 25k | 2.83 | |
| Hollysys Automation Technolo (HOLI) | 0.1 | $73k | 7.8k | 9.31 | |
| Augusta Res Corp | 0.1 | $69k | 15k | 4.63 | |
| China TransInfo Technology | 0.1 | $73k | 20k | 3.72 | |
| A Power Energy Generat Sys | 0.1 | $60k | 36k | 1.67 | |
| China Ed Alliance Inc put | 0.1 | $56k | 65k | 0.87 | |
| China Ritar Power | 0.1 | $51k | 110k | 0.46 | |
| Santarus | 0.1 | $46k | 14k | 3.41 | |
| Chimera Invt Corp call | 0.1 | $44k | 13k | 3.46 | |
| Kimber Res | 0.0 | $22k | 14k | 1.63 | |
| Pacific Sunwear of California | 0.0 | $12k | 4.6k | 2.61 |
