Netols Asset Management

Netols Asset Management as of Sept. 30, 2013

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 72 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zale Corporation 2.5 $17M 1.1M 15.20
Wabtec Corporation (WAB) 2.4 $16M 252k 62.87
Fair Isaac Corporation (FICO) 2.3 $15M 273k 55.28
Domino's Pizza (DPZ) 2.1 $14M 208k 67.95
Cabela's Incorporated 2.0 $13M 213k 63.03
MGIC Investment (MTG) 2.0 $13M 1.8M 7.28
United Rentals (URI) 1.9 $13M 222k 58.29
Trimas Corporation (TRS) 1.9 $13M 348k 37.31
Checkpoint Systems 1.9 $13M 772k 16.70
Capella Education Company 1.9 $13M 223k 56.56
Hanover Insurance (THG) 1.8 $12M 219k 55.32
Smart Balance 1.8 $12M 742k 16.04
Cedar Fair 1.7 $12M 267k 43.60
Endurance Specialty Hldgs Lt 1.7 $12M 214k 53.72
Ann 1.7 $11M 314k 36.22
Selective Insurance (SIGI) 1.6 $11M 448k 24.50
Supervalu 1.6 $11M 1.3M 8.23
Acadia Healthcare (ACHC) 1.6 $11M 266k 39.43
Carter's (CRI) 1.6 $10M 137k 75.89
Tenne 1.5 $10M 202k 50.50
Actuant Corporation 1.5 $10M 264k 38.84
Acuity Brands (AYI) 1.5 $10M 111k 92.02
Glacier Ban (GBCI) 1.5 $10M 414k 24.68
TreeHouse Foods (THS) 1.5 $10M 153k 66.83
PGT 1.5 $10M 1.0M 9.91
First Industrial Realty Trust (FR) 1.5 $9.8M 605k 16.27
Willbros 1.4 $9.7M 1.1M 9.18
Sun Communities (SUI) 1.4 $9.7M 227k 42.62
VeriFone Systems 1.4 $9.6M 420k 22.86
Sensient Technologies Corporation (SXT) 1.4 $9.5M 199k 47.89
Ethan Allen Interiors (ETD) 1.4 $9.6M 343k 27.87
Herman Miller (MLKN) 1.4 $9.4M 324k 29.18
Casey's General Stores (CASY) 1.4 $9.4M 129k 73.39
FelCor Lodging Trust Incorporated 1.4 $9.3M 1.5M 6.16
PHH Corporation 1.4 $9.1M 385k 23.74
Cheesecake Factory Incorporated (CAKE) 1.4 $9.1M 207k 43.95
Progress Software Corporation (PRGS) 1.4 $9.0M 349k 25.85
BancorpSouth 1.3 $8.8M 444k 19.94
Whiting Petroleum Corporation 1.3 $8.8M 147k 59.85
Bill Barrett Corporation 1.3 $8.7M 348k 25.11
Prosperity Bancshares (PB) 1.3 $8.7M 141k 61.84
Carpenter Technology Corporation (CRS) 1.3 $8.6M 148k 58.11
Invacare Corporation 1.3 $8.5M 491k 17.27
Webster Financial Corporation (WBS) 1.3 $8.4M 330k 25.53
Old National Ban (ONB) 1.3 $8.4M 595k 14.20
U.S. Physical Therapy (USPH) 1.3 $8.4M 271k 31.08
Community Bank System (CBU) 1.2 $8.3M 244k 34.12
VCA Antech 1.2 $8.3M 302k 27.46
Accuride Corporation 1.2 $8.3M 1.6M 5.14
United Stationers 1.2 $8.1M 185k 43.44
DeVry 1.2 $8.1M 265k 30.56
Walter Investment Management 1.2 $8.1M 204k 39.54
Poly 1.2 $7.9M 719k 10.92
Fairchild Semiconductor International 1.2 $7.8M 559k 13.89
Genesee & Wyoming 1.1 $7.7M 83k 92.97
Liquidity Services (LQDT) 1.1 $7.5M 225k 33.50
Entegris (ENTG) 1.1 $7.4M 732k 10.16
Plexus (PLXS) 1.1 $7.4M 199k 37.16
Superior Energy Services 1.1 $7.2M 288k 25.04
Titan International (TWI) 1.0 $6.8M 466k 14.64
Intrepid Potash 1.0 $6.8M 434k 15.68
LifePoint Hospitals 1.0 $6.7M 143k 46.63
National Health Investors (NHI) 1.0 $6.7M 117k 56.89
Compass Minerals International (CMP) 1.0 $6.5M 86k 76.27
Haemonetics Corporation (HAE) 1.0 $6.5M 163k 39.88
Empire District Electric Company 0.9 $6.3M 289k 21.66
Magellan Health Services 0.9 $6.1M 102k 59.96
Commercial Vehicle (CVGI) 0.8 $5.0M 632k 7.95
General Cable Corporation 0.7 $4.5M 142k 31.75
Monotype Imaging Holdings 0.6 $4.1M 142k 28.66
Unifi (UFI) 0.5 $3.5M 151k 23.36
Ciber 0.5 $3.4M 1.0M 3.30