Hawkshaw Capital Management

Hawkshaw Capital Management as of March 31, 2012

Portfolio Holdings for Hawkshaw Capital Management

Hawkshaw Capital Management holds 13 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 20.2 $24M 146k 162.11
Blyth 17.3 $20M 272k 74.83
Sycamore Networks 12.6 $15M 830k 17.74
Abercrombie & Fitch (ANF) 8.2 $9.6M 194k 49.61
Skechers USA (SKX) 8.0 $9.4M 737k 12.72
Talbots 7.3 $8.5M 2.8M 3.03
Ingram Micro 5.4 $6.3M 341k 18.56
Aviat Networks 5.1 $6.0M 2.1M 2.82
AnnTaylor Stores 4.2 $4.9M 171k 28.64
Electronic Arts (EA) 4.0 $4.6M 281k 16.48
Xo Group 3.5 $4.1M 438k 9.39
FalconStor Software 2.4 $2.8M 738k 3.74
Frozen Food Express Industries 2.0 $2.3M 1.9M 1.25