Netols Asset Management

Netols Asset Management as of March 31, 2012

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 71 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 2.8 $22M 504k 42.89
Sun Communities (SUI) 2.6 $20M 467k 43.33
Fair Isaac Corporation (FICO) 2.4 $18M 409k 43.90
Tractor Supply Company (TSCO) 2.2 $17M 185k 90.56
Cabela's Incorporated 2.2 $17M 436k 38.15
Domino's Pizza (DPZ) 2.0 $15M 414k 36.30
Wabtec Corporation (WAB) 2.0 $15M 199k 75.37
Coinstar 1.9 $15M 235k 63.55
Whiting Petroleum Corporation 1.9 $14M 264k 54.30
Carter's (CRI) 1.8 $14M 277k 49.77
Titan International (TWI) 1.8 $14M 581k 23.65
United Natural Foods (UNFI) 1.8 $14M 294k 46.66
Ann 1.8 $14M 471k 28.64
Robbins & Myers 1.8 $13M 257k 52.05
Actuant Corporation 1.7 $13M 453k 28.99
Ethan Allen Interiors (ETD) 1.7 $13M 516k 25.32
Accuride Corporation 1.7 $13M 1.5M 8.69
First Industrial Realty Trust (FR) 1.7 $13M 1.0M 12.35
TreeHouse Foods (THS) 1.6 $12M 202k 59.50
Compass Minerals International (CMP) 1.6 $12M 165k 71.74
Hanover Insurance (THG) 1.5 $12M 285k 41.12
Carpenter Technology Corporation (CRS) 1.5 $12M 223k 52.23
Progress Software Corporation (PRGS) 1.5 $11M 482k 23.62
Integrated Device Technology 1.5 $11M 1.6M 7.15
Mid-America Apartment (MAA) 1.5 $11M 169k 67.03
Arbitron 1.5 $11M 304k 36.98
Tenne 1.5 $11M 303k 37.15
Old National Ban (ONB) 1.5 $11M 853k 13.14
Aaron's 1.5 $11M 432k 25.90
Prosperity Bancshares (PB) 1.5 $11M 243k 45.80
Cedar Fair 1.4 $11M 375k 29.59
Commercial Vehicle (CVGI) 1.4 $11M 889k 12.21
Sunrise Senior Living 1.4 $11M 1.7M 6.32
Endurance Specialty Hldgs Lt 1.4 $11M 264k 40.66
Fairchild Semiconductor International 1.4 $11M 723k 14.70
Gardner Denver 1.4 $11M 166k 63.02
Selective Insurance (SIGI) 1.4 $10M 592k 17.61
Superior Energy Services 1.4 $10M 393k 26.36
Entegris (ENTG) 1.3 $10M 1.1M 9.34
Haemonetics Corporation (HAE) 1.3 $10M 144k 69.68
Merit Medical Systems (MMSI) 1.3 $10M 806k 12.42
Cheesecake Factory Incorporated (CAKE) 1.3 $9.9M 336k 29.39
Trimas Corporation (TRS) 1.3 $9.7M 433k 22.39
MGIC Investment (MTG) 1.3 $9.6M 1.9M 4.96
Genesee & Wyoming 1.2 $9.5M 175k 54.58
Intrepid Potash 1.2 $9.5M 390k 24.33
Bank of Hawaii Corporation (BOH) 1.2 $9.4M 194k 48.35
Capella Education Company 1.2 $9.3M 259k 35.95
Glacier Ban (GBCI) 1.2 $9.3M 625k 14.94
Empire District Electric Company 1.2 $9.2M 454k 20.35
U.S. Physical Therapy (USPH) 1.2 $9.2M 400k 23.05
WMS Industries 1.2 $9.1M 384k 23.73
Webster Financial Corporation (WBS) 1.2 $9.1M 401k 22.67
National Health Investors (NHI) 1.2 $9.1M 187k 48.78
Ciber 1.1 $8.7M 2.1M 4.24
Community Bank System (CBU) 1.1 $8.7M 304k 28.78
United Stationers 1.1 $8.6M 278k 31.03
LifePoint Hospitals 1.1 $8.4M 213k 39.44
Magellan Health Services 1.1 $8.4M 172k 48.81
PSS World Medical 1.1 $8.4M 330k 25.34
Herman Miller (MLKN) 1.1 $8.3M 360k 22.96
FelCor Lodging Trust Incorporated 1.0 $7.8M 2.2M 3.60
Gibraltar Industries (ROCK) 1.0 $7.8M 518k 15.15
WestAmerica Ban (WABC) 1.0 $7.9M 164k 48.00
Bill Barrett Corporation 0.9 $7.0M 270k 26.01
Acuity Brands (AYI) 0.8 $6.3M 101k 62.83
Sunopta (STKL) 0.8 $6.1M 1.1M 5.47
ION Geophysical Corporation 0.7 $5.3M 829k 6.45
American Campus Communities 0.5 $3.7M 83k 44.72
North Amern Energy Partners 0.4 $2.8M 572k 4.90
Cedar Shopping Centers 0.3 $2.3M 450k 5.12