JGE Capital Management as of June 30, 2012
Portfolio Holdings for JGE Capital Management
JGE Capital Management holds 13 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Healthsouth Corporation | 27.5 | $21M | 909k | 23.26 | |
| SPDR Gold Trust (GLD) | 10.1 | $7.8M | 50k | 155.20 | |
| Market Vectors Gold Miners ETF | 8.7 | $6.7M | 150k | 44.77 | |
| Sensata Technologies Hldg Bv | 8.7 | $6.7M | 250k | 26.78 | |
| Nationstar Mortgage | 8.4 | $6.5M | 300k | 21.52 | |
| Herbalife Ltd Com Stk (HLF) | 6.9 | $5.3M | 110k | 48.33 | |
| FleetCor Technologies | 6.8 | $5.3M | 150k | 35.04 | |
| NCR Corporation (VYX) | 5.9 | $4.5M | 200k | 22.73 | |
| Corrections Corporation of America | 4.8 | $3.7M | 125k | 29.45 | |
| Grifols S A | 4.4 | $3.4M | 350k | 9.60 | |
| CareFusion Corporation | 3.3 | $2.6M | 100k | 25.68 | |
| Avon Products | 3.2 | $2.4M | 150k | 16.21 | |
| Deckers Outdoor Corporation (DECK) | 1.4 | $1.1M | 25k | 44.00 |
