Netols Asset Management

Netols Asset Management as of June 30, 2014

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 70 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 2.7 $17M 204k 82.59
VeriFone Systems 2.3 $14M 387k 36.75
MGIC Investment (MTG) 2.3 $14M 1.5M 9.24
FelCor Lodging Trust Incorporated 2.1 $13M 1.2M 10.51
Acuity Brands (AYI) 2.0 $13M 91k 138.25
Sun Communities (SUI) 1.9 $12M 233k 49.84
Fair Isaac Corporation (FICO) 1.8 $11M 179k 63.76
Hanover Insurance (THG) 1.8 $11M 178k 63.15
Cabela's Incorporated 1.7 $11M 173k 62.40
Tenne 1.7 $11M 164k 65.70
Trimas Corporation (TRS) 1.7 $11M 283k 38.13
Ann 1.7 $11M 255k 41.14
Checkpoint Systems 1.6 $10M 722k 13.99
Smart Balance 1.6 $10M 707k 14.18
Superior Energy Services 1.6 $10M 277k 36.14
TreeHouse Foods (THS) 1.6 $9.9M 124k 80.07
Compass Minerals International (CMP) 1.6 $9.9M 103k 95.74
Supervalu 1.6 $9.6M 1.2M 8.22
Unifi (UFI) 1.6 $9.6M 350k 27.53
Thermon Group Holdings (THR) 1.6 $9.6M 366k 26.32
Glacier Ban (GBCI) 1.5 $9.5M 336k 28.38
United Rentals (URI) 1.5 $9.3M 89k 104.73
First Industrial Realty Trust (FR) 1.5 $9.3M 492k 18.84
DeVry 1.5 $9.1M 215k 42.34
Capella Education Company 1.5 $9.1M 168k 54.39
Sensient Technologies Corporation (SXT) 1.5 $9.0M 162k 55.72
Domino's Pizza (DPZ) 1.5 $9.0M 124k 73.09
Willbros 1.5 $9.0M 732k 12.35
Endurance Specialty Hldgs Lt 1.4 $9.0M 174k 51.59
Selective Insurance (SIGI) 1.4 $9.0M 364k 24.72
BancorpSouth 1.4 $8.9M 360k 24.57
VCA Antech 1.4 $8.6M 245k 35.09
Invacare Corporation 1.4 $8.5M 465k 18.37
Acadia Healthcare (ACHC) 1.4 $8.6M 188k 45.50
Albany Molecular Research 1.4 $8.5M 422k 20.12
Casey's General Stores (CASY) 1.4 $8.4M 120k 70.29
Webster Financial Corporation (WBS) 1.4 $8.5M 268k 31.54
Integra LifeSciences Holdings (IART) 1.4 $8.4M 178k 47.06
Entegris (ENTG) 1.3 $8.2M 594k 13.74
Plexus (PLXS) 1.3 $8.2M 189k 43.29
Bill Barrett Corporation 1.3 $8.1M 304k 26.78
TASER International 1.3 $8.1M 611k 13.30
Progress Software Corporation (PRGS) 1.3 $8.1M 336k 24.04
Actuant Corporation 1.3 $8.0M 231k 34.57
Herman Miller (MLKN) 1.3 $7.9M 263k 30.24
Monotype Imaging Holdings 1.3 $8.0M 282k 28.17
Cheesecake Factory Incorporated (CAKE) 1.3 $7.8M 168k 46.42
McDermott International 1.3 $7.8M 967k 8.09
Commercial Vehicle (CVGI) 1.3 $7.8M 776k 10.04
Carter's (CRI) 1.2 $7.7M 112k 68.93
Park Electrochemical 1.2 $7.7M 272k 28.21
National Health Investors (NHI) 1.2 $7.7M 123k 62.56
Sterling Bancorp 1.2 $7.7M 642k 12.00
Carpenter Technology Corporation (CRS) 1.2 $7.6M 121k 63.25
Briggs & Stratton Corporation 1.2 $7.5M 366k 20.46
Ethan Allen Interiors (ETD) 1.2 $7.5M 303k 24.74
U.S. Physical Therapy (USPH) 1.2 $7.5M 220k 34.19
Intrepid Potash 1.2 $7.5M 445k 16.76
PGT 1.2 $7.4M 878k 8.47
State Street Bank Financial 1.2 $7.3M 432k 16.91
LifePoint Hospitals 1.2 $7.2M 116k 62.10
Community Bank System (CBU) 1.2 $7.2M 198k 36.20
Fairchild Semiconductor International 1.1 $7.1M 454k 15.60
Genesee & Wyoming 1.1 $7.0M 67k 105.01
Titan International (TWI) 1.1 $7.0M 417k 16.82
Old National Ban (ONB) 1.1 $6.9M 483k 14.28
Accuride Corporation 1.0 $6.4M 1.3M 4.89
Walter Investment Management 0.8 $4.9M 166k 29.78
Haemonetics Corporation (HAE) 0.8 $4.7M 132k 35.28
PHH Corporation 0.7 $4.4M 193k 22.98