JGE Capital Management as of Sept. 30, 2012
Portfolio Holdings for JGE Capital Management
JGE Capital Management holds 12 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Healthsouth Corporation | 31.5 | $22M | 909k | 24.06 | |
| SPDR Gold Trust (GLD) | 12.4 | $8.6M | 50k | 171.90 | |
| Market Vectors Gold Miners ETF | 11.6 | $8.1M | 150k | 53.69 | |
| Sensata Technologies Hldg Bv | 10.7 | $7.4M | 250k | 29.77 | |
| Safeway | 9.3 | $6.4M | 400k | 16.09 | |
| Corrections Corporation of America | 6.0 | $4.2M | 125k | 33.45 | |
| NCR Corporation (VYX) | 5.0 | $3.5M | 150k | 23.31 | |
| Market Vectors Junior Gold Miners ETF | 3.6 | $2.5M | 100k | 24.72 | |
| Avon Products | 3.5 | $2.4M | 150k | 15.95 | |
| FleetCor Technologies | 3.2 | $2.2M | 50k | 44.80 | |
| Grifols S A | 2.5 | $1.7M | 75k | 22.83 | |
| Herbalife Ltd Com Stk (HLF) | 0.7 | $474k | 10k | 47.40 |
