Netols Asset Management

Netols Asset Management as of Dec. 31, 2011

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 70 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Domino's Pizza (DPZ) 2.6 $19M 550k 33.95
Sun Communities (SUI) 2.6 $19M 508k 36.53
TreeHouse Foods (THS) 2.4 $17M 265k 65.38
Tractor Supply Company (TSCO) 2.4 $17M 240k 70.15
Fair Isaac Corporation (FICO) 2.4 $17M 467k 35.84
United Rentals (URI) 2.3 $16M 545k 29.55
Carter's (CRI) 2.1 $15M 380k 39.81
Wabtec Corporation (WAB) 2.0 $14M 206k 69.95
Robbins & Myers 2.0 $14M 297k 48.55
Genesee & Wyoming 2.0 $14M 232k 60.58
Mid-America Apartment (MAA) 1.9 $13M 215k 62.55
American Campus Communities 1.9 $14M 322k 41.96
Gardner Denver 1.9 $13M 172k 77.06
Whiting Petroleum Corporation 1.8 $13M 273k 46.69
Ethan Allen Interiors (ETD) 1.8 $13M 535k 23.71
United Natural Foods (UNFI) 1.7 $12M 306k 40.01
Ann 1.7 $12M 488k 24.78
Aaron's 1.7 $12M 448k 26.68
Carpenter Technology Corporation (CRS) 1.7 $12M 231k 51.48
Compass Minerals International (CMP) 1.7 $12M 172k 68.85
Entegris (ENTG) 1.7 $12M 1.3M 8.73
Titan International (TWI) 1.6 $12M 602k 19.46
Superior Energy Services 1.6 $12M 407k 28.44
Cabela's Incorporated 1.6 $12M 452k 25.42
Sunrise Senior Living 1.6 $12M 1.8M 6.48
Merit Medical Systems (MMSI) 1.6 $11M 837k 13.38
First Industrial Realty Trust (FR) 1.5 $11M 1.1M 10.23
Arbitron 1.5 $11M 315k 34.41
Prosperity Bancshares (PB) 1.5 $11M 269k 40.35
Selective Insurance (SIGI) 1.5 $11M 607k 17.73
Actuant Corporation 1.5 $11M 470k 22.69
Bill Barrett Corporation 1.5 $10M 303k 34.07
Old National Ban (ONB) 1.4 $10M 885k 11.65
Cheesecake Factory Incorporated (CAKE) 1.4 $10M 349k 29.35
Empire District Electric Company 1.4 $9.9M 470k 21.09
United Stationers 1.3 $9.4M 288k 32.56
Tenne 1.3 $9.4M 314k 29.78
Webster Financial Corporation (WBS) 1.3 $9.2M 451k 20.39
Haemonetics Corporation (HAE) 1.3 $9.2M 150k 61.22
Integrated Device Technology 1.3 $9.0M 1.7M 5.46
Hanover Insurance (THG) 1.3 $9.1M 260k 34.95
Fairchild Semiconductor International 1.3 $9.0M 751k 12.04
Bank of Hawaii Corporation (BOH) 1.3 $8.9M 201k 44.49
Magellan Health Services 1.2 $8.8M 179k 49.47
Community Bank System (CBU) 1.2 $8.8M 315k 27.80
National Health Investors (NHI) 1.2 $8.5M 194k 43.98
Commercial Vehicle (CVGI) 1.2 $8.3M 922k 9.04
Ciber 1.2 $8.3M 2.1M 3.86
PSS World Medical 1.2 $8.3M 343k 24.19
Capella Education Company 1.2 $8.3M 230k 36.05
LifePoint Hospitals 1.2 $8.2M 221k 37.15
WestAmerica Ban (WABC) 1.2 $8.2M 188k 43.90
Trimas Corporation (TRS) 1.1 $8.1M 449k 17.95
U.S. Physical Therapy (USPH) 1.1 $8.1M 411k 19.68
Glacier Ban (GBCI) 1.1 $7.8M 648k 12.03
Coinstar 1.1 $7.7M 168k 45.64
MGIC Investment (MTG) 1.1 $7.5M 2.0M 3.73
Gibraltar Industries (ROCK) 1.1 $7.5M 537k 13.96
Accuride Corporation 1.0 $7.4M 1.0M 7.12
Progress Software Corporation (PRGS) 1.0 $7.1M 367k 19.35
Herman Miller (MLKN) 1.0 $6.9M 373k 18.45
FelCor Lodging Trust Incorporated 1.0 $6.9M 2.3M 3.05
Sunopta (STKL) 0.9 $6.2M 1.3M 4.82
ION Geophysical Corporation 0.7 $5.3M 860k 6.13
IDEX Corporation (IEX) 0.7 $4.7M 128k 37.11
Astoria Financial Corporation 0.7 $4.7M 548k 8.49
Acuity Brands (AYI) 0.6 $4.4M 83k 53.00
North Amern Energy Partners 0.6 $4.2M 651k 6.44
Cedar Shopping Centers 0.5 $3.2M 741k 4.31
Modine Manufacturing (MOD) 0.1 $531k 56k 9.46