Netols Asset Management

Netols Asset Management as of Dec. 31, 2012

Portfolio Holdings for Netols Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 2.4 $17M 380k 45.52
Domino's Pizza (DPZ) 2.4 $17M 393k 43.55
Sun Communities (SUI) 2.3 $17M 426k 39.89
Walter Investment Management 2.3 $17M 386k 43.02
Fair Isaac Corporation (FICO) 2.2 $16M 389k 42.03
Wabtec Corporation (WAB) 2.2 $16M 180k 87.54
Cabela's Incorporated 2.1 $16M 371k 41.75
Ann 2.1 $15M 447k 33.84
Trimas Corporation (TRS) 1.9 $14M 496k 28.01
First Industrial Realty Trust (FR) 1.9 $14M 976k 14.08
PHH Corporation 1.8 $13M 590k 22.75
Cedar Fair 1.8 $13M 382k 33.45
Ethan Allen Interiors (ETD) 1.7 $13M 491k 25.71
Carter's (CRI) 1.7 $13M 225k 55.65
Endurance Specialty Hldgs Lt 1.7 $12M 306k 39.69
Hanover Insurance (THG) 1.7 $12M 312k 38.74
Selective Insurance (SIGI) 1.6 $12M 624k 19.27
National Health Investors (NHI) 1.6 $12M 213k 56.53
Compass Minerals International (CMP) 1.6 $12M 157k 74.71
Titan International (TWI) 1.6 $12M 534k 21.72
Tractor Supply Company (TSCO) 1.6 $12M 131k 88.36
TreeHouse Foods (THS) 1.6 $11M 218k 52.13
Haemonetics Corporation (HAE) 1.5 $11M 274k 40.84
Carpenter Technology Corporation (CRS) 1.5 $11M 212k 51.63
Acuity Brands (AYI) 1.5 $11M 159k 67.73
Merit Medical Systems (MMSI) 1.5 $11M 766k 13.90
U.S. Physical Therapy (USPH) 1.5 $11M 386k 27.54
Acadia Healthcare (ACHC) 1.5 $11M 455k 23.35
Coinstar 1.4 $11M 204k 52.01
Actuant Corporation 1.4 $11M 379k 27.91
Mid-America Apartment (MAA) 1.4 $10M 161k 64.75
Progress Software Corporation (PRGS) 1.4 $10M 498k 20.99
Fairchild Semiconductor International 1.4 $10M 725k 14.40
Cheesecake Factory Incorporated (CAKE) 1.4 $10M 319k 32.71
Aaron's 1.4 $10M 363k 28.28
Tenne 1.4 $10M 288k 35.11
FelCor Lodging Trust Incorporated 1.4 $10M 2.1M 4.67
Herman Miller (MLKN) 1.4 $9.9M 461k 21.46
Prosperity Bancshares (PB) 1.3 $9.7M 231k 42.00
Old National Ban (ONB) 1.3 $9.6M 811k 11.87
Entegris (ENTG) 1.3 $9.6M 1.0M 9.18
Whiting Petroleum Corporation 1.2 $9.1M 210k 43.37
VCA Antech 1.2 $9.0M 430k 21.05
Genesee & Wyoming 1.2 $8.9M 118k 76.08
Empire District Electric Company 1.2 $8.8M 431k 20.38
Bill Barrett Corporation 1.2 $8.8M 496k 17.79
Glacier Ban (GBCI) 1.2 $8.7M 593k 14.71
WMS Industries 1.2 $8.7M 496k 17.50
Smart Balance 1.2 $8.7M 675k 12.90
Community Bank System (CBU) 1.2 $8.6M 315k 27.36
Intrepid Potash 1.2 $8.6M 403k 21.29
Willbros 1.2 $8.6M 1.6M 5.36
Superior Energy Services 1.2 $8.5M 411k 20.72
Webster Financial Corporation (WBS) 1.2 $8.4M 410k 20.55
Capella Education Company 1.1 $8.4M 298k 28.23
United Stationers 1.1 $8.2M 265k 30.99
Casey's General Stores (CASY) 1.1 $8.2M 155k 53.10
Bank of Hawaii Corporation (BOH) 1.1 $8.1M 184k 44.05
Magellan Health Services 1.1 $8.0M 164k 49.00
LifePoint Hospitals 1.1 $7.7M 204k 37.75
Liquidity Services (LQDT) 1.1 $7.6M 187k 40.86
MGIC Investment (MTG) 1.0 $7.0M 2.6M 2.66
Commercial Vehicle (CVGI) 0.9 $6.9M 845k 8.21
WestAmerica Ban (WABC) 0.9 $6.7M 157k 42.59
General Cable Corporation 0.8 $6.2M 203k 30.41
Integrated Device Technology 0.8 $6.1M 835k 7.30
Ciber 0.8 $6.1M 1.8M 3.34
Accuride Corporation 0.8 $5.6M 1.7M 3.21
United Natural Foods (UNFI) 0.8 $5.5M 102k 53.59
Zale Corporation 0.6 $4.3M 1.1M 4.11
Sunopta (STKL) 0.6 $4.0M 717k 5.63