Karsch Capital Management as of Dec. 31, 2012
Portfolio Holdings for Karsch Capital Management
Karsch Capital Management holds 30 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PPG Industries (PPG) | 8.6 | $128M | 947k | 135.35 | |
| Spdr S&p 500 Etf (SPY) | 8.5 | $126M | 884k | 142.41 | |
| American International (AIG) | 8.2 | $121M | 3.4M | 35.30 | |
| Qualcomm (QCOM) | 7.9 | $118M | 1.9M | 62.02 | |
| Tyco International Ltd S hs | 6.4 | $95M | 3.3M | 29.25 | |
| Pvh Corporation (PVH) | 5.7 | $85M | 766k | 111.01 | |
| Express Scripts Holding | 5.7 | $85M | 1.6M | 54.00 | |
| Pfizer (PFE) | 5.3 | $79M | 3.2M | 25.08 | |
| Moody's Corporation (MCO) | 4.3 | $64M | 1.3M | 50.32 | |
| Ingersoll-rand Co Ltd-cl A | 4.2 | $62M | 1.3M | 47.96 | |
| Facebook Inc cl a (META) | 4.2 | $62M | 2.3M | 26.63 | |
| Sherwin-Williams Company (SHW) | 3.1 | $45M | 295k | 153.82 | |
| Expedia (EXPE) | 2.9 | $42M | 689k | 61.45 | |
| Autodesk (ADSK) | 2.7 | $40M | 1.1M | 35.35 | |
| Merck & Co (MRK) | 2.5 | $37M | 894k | 40.94 | |
| MasterCard Incorporated (MA) | 2.5 | $36M | 74k | 491.29 | |
| Fortune Brands (FBIN) | 2.4 | $36M | 1.2M | 29.22 | |
| Visa (V) | 1.8 | $26M | 173k | 151.58 | |
| Equinix | 1.5 | $23M | 109k | 206.20 | |
| Linkedin Corp | 1.4 | $21M | 185k | 114.82 | |
| Hubbell Incorporated | 1.4 | $21M | 243k | 84.63 | |
| Golar Lng (GLNG) | 1.4 | $20M | 547k | 36.78 | |
| CarMax (KMX) | 1.3 | $20M | 529k | 37.54 | |
| Harry Winston Diamond Corp Com Stk | 1.3 | $19M | 1.3M | 14.07 | |
| Anheuser-Busch InBev NV (BUD) | 1.2 | $17M | 197k | 87.41 | |
| Weyerhaeuser Company (WY) | 1.1 | $16M | 580k | 27.82 | |
| McDonald's Corporation (MCD) | 0.8 | $12M | 141k | 88.21 | |
| CVS Caremark Corporation (CVS) | 0.7 | $11M | 224k | 48.35 | |
| iShares S&P 500 Index (IVV) | 0.7 | $10M | 71k | 143.14 | |
| Via | 0.3 | $4.7M | 90k | 52.74 |
