Netols Asset Management

Netols Asset Management as of March 31, 2013

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 74 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
United Rentals (URI) 2.5 $16M 296k 54.97
Cabela's Incorporated 2.5 $16M 266k 60.78
Sun Communities (SUI) 2.2 $15M 296k 49.33
Domino's Pizza (DPZ) 2.2 $14M 280k 51.44
Wabtec Corporation (WAB) 2.2 $14M 140k 102.11
Fair Isaac Corporation (FICO) 2.1 $14M 303k 45.69
First Industrial Realty Trust (FR) 2.0 $13M 761k 17.13
Ethan Allen Interiors (ETD) 1.9 $13M 382k 32.92
Trimas Corporation (TRS) 1.9 $13M 387k 32.47
Willbros 1.9 $12M 1.3M 9.82
Hanover Insurance (THG) 1.8 $12M 244k 49.68
Cedar Fair 1.8 $12M 297k 39.77
Selective Insurance (SIGI) 1.8 $12M 485k 24.01
Endurance Specialty Hldgs Lt 1.7 $11M 239k 47.81
TreeHouse Foods (THS) 1.7 $11M 170k 65.15
Tractor Supply Company (TSCO) 1.6 $11M 102k 104.13
Acadia Healthcare (ACHC) 1.6 $10M 354k 29.39
MGIC Investment (MTG) 1.6 $10M 2.1M 4.95
PHH Corporation 1.5 $10M 460k 21.96
Ann 1.5 $10M 349k 29.02
Herman Miller (MLKN) 1.5 $9.9M 360k 27.67
FelCor Lodging Trust Incorporated 1.5 $9.9M 1.7M 5.95
Titan International (TWI) 1.5 $10M 473k 21.08
National Health Investors (NHI) 1.5 $9.9M 151k 65.45
Accuride Corporation 1.5 $9.6M 1.8M 5.39
Coinstar 1.4 $9.3M 159k 58.42
Walter Investment Management 1.4 $9.2M 247k 37.25
Checkpoint Systems 1.4 $9.1M 697k 13.06
Actuant Corporation 1.4 $9.1M 296k 30.62
Progress Software Corporation (PRGS) 1.4 $8.9M 388k 22.83
Cheesecake Factory Incorporated (CAKE) 1.4 $8.9M 230k 38.61
Tenne 1.3 $8.8M 224k 39.31
Carter's (CRI) 1.3 $8.7M 152k 57.27
Glacier Ban (GBCI) 1.3 $8.8M 461k 18.98
Mid-America Apartment (MAA) 1.3 $8.7M 125k 69.06
DeVry 1.3 $8.7M 273k 31.75
Old National Ban (ONB) 1.3 $8.7M 631k 13.75
Acuity Brands (AYI) 1.3 $8.6M 124k 69.35
Prosperity Bancshares (PB) 1.3 $8.5M 180k 47.39
Genesee & Wyoming 1.3 $8.5M 92k 93.11
Casey's General Stores (CASY) 1.3 $8.3M 143k 58.30
Whiting Petroleum Corporation 1.3 $8.3M 164k 50.84
Superior Energy Services 1.3 $8.3M 320k 25.97
Aaron's 1.2 $8.1M 283k 28.68
Carpenter Technology Corporation (CRS) 1.2 $8.1M 165k 49.29
U.S. Physical Therapy (USPH) 1.2 $8.1M 302k 26.85
Entegris (ENTG) 1.2 $8.0M 813k 9.86
United Stationers 1.2 $8.0M 206k 38.65
Fairchild Semiconductor International 1.2 $8.0M 565k 14.14
VCA Antech 1.2 $7.9M 335k 23.49
Bill Barrett Corporation 1.2 $7.8M 387k 20.27
Capella Education Company 1.2 $7.8M 251k 31.14
Webster Financial Corporation (WBS) 1.2 $7.7M 319k 24.26
LifePoint Hospitals 1.2 $7.7M 159k 48.46
Schnitzer Steel Industries (RDUS) 1.2 $7.6M 286k 26.67
Haemonetics Corporation (HAE) 1.1 $7.5M 181k 41.66
Compass Minerals International (CMP) 1.1 $7.5M 95k 78.90
Liquidity Services (LQDT) 1.1 $7.5M 250k 29.81
Community Bank System (CBU) 1.1 $7.3M 245k 29.63
Smart Balance 1.1 $7.3M 811k 8.99
Empire District Electric Company 1.1 $7.2M 320k 22.40
PGT 1.1 $6.9M 999k 6.87
Ciber 1.0 $6.6M 1.4M 4.70
General Cable Corporation 1.0 $6.5M 176k 36.63
Magellan Health Services 0.9 $6.1M 128k 47.57
Intrepid Potash 0.9 $5.9M 314k 18.76
Zale Corporation 0.9 $5.7M 1.5M 3.93
Commercial Vehicle (CVGI) 0.8 $5.5M 702k 7.80
Kraton Performance Polymers 0.6 $4.0M 169k 23.40
Merit Medical Systems (MMSI) 0.6 $3.8M 309k 12.26
Sensient Technologies Corporation (SXT) 0.6 $3.7M 94k 39.09
United Natural Foods (UNFI) 0.6 $3.7M 75k 49.20
Sterling Finl Corp Wash 0.2 $1.6M 72k 21.69
Poly 0.1 $667k 60k 11.08