Netols Asset Management

Netols Asset Management as of Dec. 31, 2013

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 70 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 2.5 $17M 227k 74.27
Zale Corporation 2.4 $16M 1.0M 15.77
United Rentals (URI) 2.4 $16M 201k 77.95
Fair Isaac Corporation (FICO) 2.2 $15M 235k 62.84
MGIC Investment (MTG) 2.2 $14M 1.7M 8.44
Capella Education Company 2.1 $14M 206k 66.44
Cabela's Incorporated 1.9 $13M 192k 66.66
Trimas Corporation (TRS) 1.9 $13M 314k 39.89
Domino's Pizza (DPZ) 1.9 $12M 178k 69.65
Invacare Corporation 1.8 $12M 516k 23.21
Hanover Insurance (THG) 1.8 $12M 198k 59.71
Cedar Fair (FUN) 1.7 $12M 231k 49.58
Endurance Specialty Hldgs Lt 1.7 $11M 193k 58.67
Glacier Ban (GBCI) 1.7 $11M 373k 29.79
Acadia Healthcare (ACHC) 1.7 $11M 234k 47.33
FelCor Lodging Trust Incorporated 1.7 $11M 1.4M 8.16
Acuity Brands (AYI) 1.7 $11M 100k 109.32
Checkpoint Systems 1.7 $11M 696k 15.77
Selective Insurance (SIGI) 1.7 $11M 404k 27.06
VeriFone Systems 1.6 $11M 405k 26.82
Smart Balance 1.6 $11M 669k 15.86
Ann 1.6 $10M 283k 36.56
Tenne 1.6 $10M 182k 56.57
BancorpSouth 1.5 $10M 400k 25.42
Ethan Allen Interiors (ETD) 1.5 $10M 334k 30.42
Monotype Imaging Holdings 1.5 $9.6M 302k 31.86
First Industrial Realty Trust (FR) 1.4 $9.5M 546k 17.45
TreeHouse Foods (THS) 1.4 $9.5M 138k 68.92
Casey's General Stores (CASY) 1.4 $9.4M 133k 70.25
PGT 1.4 $9.4M 927k 10.12
Webster Financial Corporation (WBS) 1.4 $9.3M 298k 31.18
Cheesecake Factory Incorporated (CAKE) 1.4 $9.0M 186k 48.27
Willbros 1.4 $9.0M 954k 9.42
Carter's (CRI) 1.4 $8.9M 124k 71.79
Plexus (PLXS) 1.4 $8.9M 205k 43.29
Integra LifeSciences Holdings (IART) 1.3 $8.9M 186k 47.71
Sensient Technologies Corporation (SXT) 1.3 $8.7M 180k 48.52
Actuant Corporation 1.3 $8.7M 238k 36.64
Community Bank System (CBU) 1.3 $8.7M 220k 39.68
Sun Communities (SUI) 1.3 $8.7M 205k 42.64
U.S. Physical Therapy (USPH) 1.3 $8.6M 244k 35.26
Herman Miller (MLKN) 1.3 $8.6M 292k 29.52
Thermon Group Holdings (THR) 1.3 $8.5M 313k 27.33
DeVry 1.3 $8.5M 239k 35.50
VCA Antech 1.3 $8.5M 272k 31.36
Supervalu 1.3 $8.4M 1.2M 7.29
Bill Barrett Corporation 1.3 $8.4M 314k 26.78
Titan International (TWI) 1.3 $8.3M 463k 17.98
Carpenter Technology Corporation (CRS) 1.3 $8.3M 134k 62.20
Old National Ban (ONB) 1.2 $8.2M 536k 15.37
Unifi (UFI) 1.2 $8.2M 302k 27.24
Progress Software Corporation (PRGS) 1.2 $8.1M 314k 25.83
Prosperity Bancshares (PB) 1.2 $8.0M 127k 63.39
PHH Corporation 1.2 $7.8M 321k 24.35
Entegris (ENTG) 1.2 $7.6M 659k 11.59
United Stationers 1.2 $7.7M 167k 45.89
Poly 1.1 $7.3M 649k 11.23
Genesee & Wyoming 1.1 $7.1M 74k 96.06
Superior Energy Services 1.1 $6.9M 260k 26.61
LifePoint Hospitals 1.0 $6.8M 129k 52.84
Fairchild Semiconductor International 1.0 $6.7M 504k 13.35
Walter Investment Management 1.0 $6.5M 184k 35.36
Intrepid Potash 1.0 $6.5M 411k 15.84
Commercial Vehicle (CVGI) 0.9 $6.3M 861k 7.27
Compass Minerals International (CMP) 0.9 $6.2M 77k 80.05
Haemonetics Corporation (HAE) 0.9 $6.2M 147k 42.13
National Health Investors (NHI) 0.9 $5.9M 106k 56.10
Empire District Electric Company 0.9 $5.9M 260k 22.69
Accuride Corporation 0.8 $5.4M 1.4M 3.73
Magellan Health Services 0.6 $4.2M 71k 59.91