Mitchell Capital Management as of March 31, 2013
Portfolio Holdings for Mitchell Capital Management
Mitchell Capital Management holds 34 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Oceaneering International (OII) | 4.7 | $13M | 188k | 66.41 | |
| Tractor Supply Company (TSCO) | 4.6 | $12M | 119k | 104.13 | |
| Express Scripts Holding | 4.4 | $12M | 206k | 57.62 | |
| Canadian Natl Ry (CNI) | 4.2 | $11M | 113k | 100.30 | |
| Cognizant Technology Solutions (CTSH) | 4.2 | $11M | 147k | 76.62 | |
| Cerner Corporation | 4.2 | $11M | 119k | 94.74 | |
| FMC Technologies | 4.2 | $11M | 205k | 54.39 | |
| PetSmart | 4.2 | $11M | 180k | 62.10 | |
| Ross Stores (ROST) | 4.2 | $11M | 183k | 60.62 | |
| Kirby Corporation (KEX) | 4.2 | $11M | 144k | 76.80 | |
| Air Methods Corporation | 3.9 | $10M | 217k | 48.24 | |
| Honeywell International (HON) | 3.9 | $10M | 138k | 75.35 | |
| Ensco Plc Shs Class A | 3.7 | $9.8M | 163k | 60.00 | |
| Novo Nordisk A/S (NVO) | 3.6 | $9.7M | 60k | 161.50 | |
| Mettler-Toledo International (MTD) | 3.6 | $9.7M | 46k | 213.21 | |
| Dollar Tree (DLTR) | 3.6 | $9.6M | 197k | 48.43 | |
| EMC Corporation | 3.2 | $8.7M | 363k | 23.89 | |
| MICROS Systems | 3.0 | $8.1M | 177k | 45.51 | |
| Intuit (INTU) | 2.8 | $7.5M | 115k | 65.66 | |
| Tor Dom Bk Cad (TD) | 2.8 | $7.5M | 90k | 83.27 | |
| Quanta Services (PWR) | 2.6 | $6.9M | 240k | 28.58 | |
| F5 Networks (FFIV) | 2.5 | $6.5M | 74k | 89.08 | |
| Panera Bread Company | 2.1 | $5.7M | 35k | 165.24 | |
| Group Cgi Cad Cl A | 2.0 | $5.3M | 196k | 27.16 | |
| Middleby Corporation (MIDD) | 2.0 | $5.3M | 35k | 152.15 | |
| Biogen Idec (BIIB) | 1.9 | $5.0M | 26k | 192.61 | |
| Intuitive Surgical (ISRG) | 1.9 | $5.0M | 10k | 491.20 | |
| Ihs | 1.8 | $4.8M | 46k | 104.72 | |
| Gartner (IT) | 1.5 | $4.1M | 75k | 54.41 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.5 | $4.0M | 85k | 46.98 | |
| Mindray Medical International | 1.3 | $3.5M | 88k | 39.94 | |
| Skyworks Solutions (SWKS) | 1.1 | $3.0M | 134k | 22.02 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $1.1M | 113k | 9.80 | |
| Apple (AAPL) | 0.1 | $311k | 703.00 | 442.39 |
