Netols Asset Management

Netols Asset Management as of June 30, 2012

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 72 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sun Communities (SUI) 2.9 $20M 455k 44.24
Cabela's Incorporated 2.4 $17M 446k 37.81
Fair Isaac Corporation (FICO) 2.4 $17M 399k 42.28
Coinstar 2.2 $16M 229k 68.66
United Rentals (URI) 2.2 $16M 456k 34.04
Tractor Supply Company (TSCO) 2.1 $15M 180k 83.06
United Natural Foods (UNFI) 2.1 $15M 270k 54.86
Wabtec Corporation (WAB) 2.0 $14M 184k 78.01
Carter's (CRI) 2.0 $14M 270k 52.60
First Industrial Realty Trust (FR) 1.8 $13M 999k 12.62
Titan International (TWI) 1.8 $13M 510k 24.53
Domino's Pizza (DPZ) 1.8 $12M 403k 30.91
Compass Minerals International (CMP) 1.7 $12M 161k 76.28
TreeHouse Foods (THS) 1.7 $12M 196k 62.29
Sunrise Senior Living 1.7 $12M 1.7M 7.29
Cedar Fair 1.7 $12M 390k 29.97
Ann 1.7 $12M 458k 25.49
Mid-America Apartment (MAA) 1.6 $11M 165k 68.24
Actuant Corporation 1.6 $11M 413k 27.16
Endurance Specialty Hldgs Lt 1.6 $11M 290k 38.32
Hanover Insurance (THG) 1.6 $11M 278k 39.13
Merit Medical Systems (MMSI) 1.5 $11M 784k 13.81
Selective Insurance (SIGI) 1.5 $11M 617k 17.41
Aaron's 1.5 $11M 371k 28.31
Cheesecake Factory Incorporated (CAKE) 1.5 $10M 327k 31.96
Haemonetics Corporation (HAE) 1.5 $10M 140k 74.11
Carpenter Technology Corporation (CRS) 1.5 $10M 217k 47.84
Arbitron 1.5 $10M 296k 35.00
FelCor Lodging Trust Incorporated 1.5 $10M 2.2M 4.70
U.S. Physical Therapy (USPH) 1.4 $10M 395k 25.43
Ethan Allen Interiors (ETD) 1.4 $10M 502k 19.93
Old National Ban (ONB) 1.4 $10M 831k 12.01
Prosperity Bancshares (PB) 1.4 $9.9M 237k 42.03
Progress Software Corporation (PRGS) 1.4 $9.8M 469k 20.87
National Health Investors (NHI) 1.4 $9.6M 189k 50.92
PHH Corporation 1.4 $9.5M 544k 17.48
Glacier Ban (GBCI) 1.3 $9.4M 608k 15.46
Empire District Electric Company 1.3 $9.3M 442k 21.10
Fairchild Semiconductor International 1.3 $9.3M 656k 14.10
Entegris (ENTG) 1.3 $9.1M 1.1M 8.54
Whiting Petroleum Corporation 1.3 $8.8M 215k 41.12
Capella Education Company 1.2 $8.8M 252k 34.76
Bank of Hawaii Corporation (BOH) 1.2 $8.6M 188k 45.95
Intrepid Potash 1.2 $8.7M 380k 22.76
Accuride Corporation 1.2 $8.6M 1.4M 6.00
LifePoint Hospitals 1.2 $8.5M 208k 40.98
Webster Financial Corporation (WBS) 1.2 $8.5M 390k 21.66
Trimas Corporation (TRS) 1.2 $8.4M 420k 20.10
Acuity Brands (AYI) 1.2 $8.3M 163k 50.91
Genesee & Wyoming 1.2 $8.3M 157k 52.84
Gardner Denver 1.2 $8.2M 155k 52.91
Ciber 1.1 $8.0M 1.9M 4.31
Community Bank System (CBU) 1.1 $8.0M 296k 27.12
Tenne 1.1 $7.9M 295k 26.82
Robbins & Myers 1.1 $7.9M 189k 41.82
Superior Energy Services 1.1 $7.7M 382k 20.23
Magellan Health Services 1.1 $7.6M 168k 45.33
WestAmerica Ban (WABC) 1.1 $7.6M 160k 47.19
WMS Industries 1.1 $7.5M 374k 19.95
Commercial Vehicle (CVGI) 1.1 $7.5M 865k 8.62
Willbros 1.1 $7.5M 1.2M 6.46
United Stationers 1.0 $7.3M 271k 26.95
PSS World Medical 1.0 $6.7M 321k 20.99
Integrated Device Technology 0.9 $6.7M 1.2M 5.62
Herman Miller (MLKN) 0.9 $6.5M 350k 18.52
Bill Barrett Corporation 0.9 $6.3M 292k 21.42
Sunopta (STKL) 0.9 $6.1M 1.1M 5.61
MGIC Investment (MTG) 0.8 $5.4M 1.9M 2.88
General Cable Corporation 0.6 $4.4M 168k 25.94
Walter Investment Management 0.5 $3.4M 144k 23.44
Harsco Corporation (NVRI) 0.4 $2.5M 125k 20.38
Gibraltar Industries (ROCK) 0.2 $1.7M 164k 10.38