Netols Asset Management

Netols Asset Management as of June 30, 2013

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 71 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cabela's Incorporated 2.3 $15M 228k 64.76
Wabtec Corporation (WAB) 2.2 $14M 270k 53.43
Trimas Corporation (TRS) 2.2 $14M 374k 37.28
Domino's Pizza (DPZ) 2.1 $14M 235k 58.15
Fair Isaac Corporation (FICO) 2.1 $13M 293k 45.83
Zale Corporation 2.0 $13M 1.4M 9.10
MGIC Investment (MTG) 1.9 $12M 2.0M 6.07
Sun Communities (SUI) 1.9 $12M 245k 49.76
United Rentals (URI) 1.9 $12M 238k 49.91
Cedar Fair 1.9 $12M 286k 41.40
Endurance Specialty Hldgs Lt 1.9 $12M 230k 51.45
Hanover Insurance (THG) 1.8 $12M 235k 48.93
Ann 1.7 $11M 337k 33.20
Checkpoint Systems 1.7 $11M 784k 14.19
Selective Insurance (SIGI) 1.7 $11M 480k 23.02
Carter's (CRI) 1.7 $11M 147k 74.07
TreeHouse Foods (THS) 1.7 $11M 164k 65.54
Ethan Allen Interiors (ETD) 1.6 $11M 368k 28.80
Capella Education Company 1.6 $10M 245k 41.65
Acadia Healthcare (ACHC) 1.6 $10M 304k 33.07
First Industrial Realty Trust (FR) 1.6 $9.9M 654k 15.17
Glacier Ban (GBCI) 1.5 $9.9M 445k 22.19
Tenne 1.5 $9.8M 217k 45.28
FelCor Lodging Trust Incorporated 1.5 $9.5M 1.6M 5.91
PGT 1.5 $9.6M 1.1M 8.67
Sterling Finl Corp Wash 1.5 $9.6M 403k 23.78
Smart Balance 1.5 $9.6M 795k 12.05
Herman Miller (MLKN) 1.5 $9.4M 347k 27.07
Actuant Corporation 1.5 $9.3M 284k 32.97
Cheesecake Factory Incorporated (CAKE) 1.4 $9.3M 222k 41.89
Webster Financial Corporation (WBS) 1.4 $9.1M 354k 25.68
Acuity Brands (AYI) 1.4 $9.0M 120k 75.52
Coinstar 1.4 $9.0M 154k 58.68
DeVry 1.4 $8.8M 284k 31.02
Old National Ban (ONB) 1.4 $8.8M 638k 13.83
Accuride Corporation 1.4 $8.7M 1.7M 5.06
Progress Software Corporation (PRGS) 1.3 $8.6M 375k 23.01
Supervalu 1.3 $8.5M 1.4M 6.22
VCA Antech 1.3 $8.4M 324k 26.09
PHH Corporation 1.3 $8.4M 413k 20.38
Liquidity Services (LQDT) 1.3 $8.4M 242k 34.67
Casey's General Stores (CASY) 1.3 $8.3M 138k 60.16
Fairchild Semiconductor International 1.3 $8.3M 599k 13.80
Community Bank System (CBU) 1.3 $8.1M 263k 30.85
Poly 1.3 $8.1M 771k 10.53
U.S. Physical Therapy (USPH) 1.3 $8.1M 291k 27.64
Superior Energy Services 1.2 $8.0M 309k 25.94
Prosperity Bancshares (PB) 1.2 $7.8M 151k 51.79
Compass Minerals International (CMP) 1.2 $7.8M 92k 84.53
Titan International (TWI) 1.2 $7.7M 458k 16.87
Sensient Technologies Corporation (SXT) 1.2 $7.6M 188k 40.47
Bill Barrett Corporation 1.2 $7.6M 374k 20.22
LifePoint Hospitals 1.2 $7.5M 153k 48.84
Genesee & Wyoming 1.2 $7.5M 89k 84.84
National Health Investors (NHI) 1.2 $7.5M 126k 59.86
Willbros 1.2 $7.5M 1.2M 6.14
Entegris (ENTG) 1.1 $7.4M 786k 9.38
Walter Investment Management 1.1 $7.4M 219k 33.81
Whiting Petroleum Corporation 1.1 $7.3M 158k 46.09
Haemonetics Corporation (HAE) 1.1 $7.2M 174k 41.35
Carpenter Technology Corporation (CRS) 1.1 $7.2M 159k 45.07
Empire District Electric Company 1.1 $6.9M 310k 22.31
Magellan Health Services 1.1 $6.9M 123k 56.08
United Stationers 1.0 $6.7M 199k 33.55
Schnitzer Steel Industries (RDUS) 0.9 $5.9M 252k 23.38
Intrepid Potash 0.9 $5.8M 304k 19.05
Aaron's 0.9 $5.7M 205k 28.01
Commercial Vehicle (CVGI) 0.8 $5.1M 678k 7.46
General Cable Corporation 0.7 $4.7M 152k 30.75
Ciber 0.7 $4.6M 1.4M 3.34
Kraton Performance Polymers 0.5 $3.5M 163k 21.20