Lane Five Capital Management as of June 30, 2013
Portfolio Holdings for Lane Five Capital Management
Lane Five Capital Management holds 24 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Markel Corporation (MKL) | 8.4 | $5.8M | 11k | 526.99 | |
| Active Network | 8.1 | $5.7M | 747k | 7.57 | |
| IntraLinks Holdings | 7.6 | $5.3M | 726k | 7.26 | |
| Quiksilver | 6.2 | $4.3M | 664k | 6.44 | |
| American International (AIG) | 6.2 | $4.3M | 96k | 44.70 | |
| Ambassadors | 6.1 | $4.2M | 1.2M | 3.55 | |
| SBA Communications Corporation | 5.5 | $3.8M | 52k | 74.13 | |
| Corinthian Colleges | 5.3 | $3.7M | 1.6M | 2.24 | |
| DeVry | 5.1 | $3.6M | 115k | 31.02 | |
| Directv | 4.8 | $3.4M | 55k | 61.63 | |
| Via | 4.2 | $2.9M | 43k | 68.04 | |
| American Public Education (APEI) | 4.1 | $2.8M | 76k | 37.16 | |
| Monotype Imaging Holdings | 3.7 | $2.6M | 101k | 25.41 | |
| Bed Bath & Beyond | 3.4 | $2.4M | 34k | 70.94 | |
| Atlas Financial Holdings (AFHIF) | 3.0 | $2.1M | 234k | 8.95 | |
| Capitol Federal Financial (CFFN) | 2.6 | $1.8M | 149k | 12.14 | |
| MasterCard Incorporated (MA) | 2.5 | $1.7M | 3.0k | 574.45 | |
| eBay (EBAY) | 2.5 | $1.7M | 34k | 51.73 | |
| TiVo | 2.4 | $1.7M | 150k | 11.05 | |
| Learning Tree International (LTRE) | 2.3 | $1.6M | 484k | 3.24 | |
| Berkshire Hills Ban (BHLB) | 2.2 | $1.6M | 56k | 27.75 | |
| Carpetright Plc foreign | 1.6 | $1.1M | 125k | 8.90 | |
| Lululemon Athletica (LULU) | 1.1 | $786k | 12k | 65.50 | |
| Curtiss-wright | 1.1 | $741k | 20k | 37.05 |
