Netols Asset Management

Netols Asset Management as of Sept. 30, 2014

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 71 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 2.3 $12M 151k 81.04
VeriFone Systems 2.3 $12M 352k 34.38
MGIC Investment (MTG) 2.0 $11M 1.4M 7.81
Sun Communities (SUI) 2.0 $11M 211k 50.50
Hanover Insurance (THG) 1.9 $9.9M 162k 61.42
Acuity Brands (AYI) 1.8 $9.7M 82k 117.71
TASER International 1.8 $9.6M 621k 15.44
Supervalu 1.8 $9.5M 1.1M 8.94
Capella Education Company 1.8 $9.5M 152k 62.60
Ann 1.8 $9.5M 231k 41.13
Cabela's Incorporated 1.8 $9.2M 157k 58.90
Fair Isaac Corporation (FICO) 1.7 $8.9M 162k 55.10
Endurance Specialty Hldgs Lt 1.7 $8.7M 158k 55.18
Albany Molecular Research 1.7 $8.7M 395k 22.07
Smart Balance 1.7 $8.8M 642k 13.63
Progress Software Corporation (PRGS) 1.6 $8.6M 362k 23.91
FelCor Lodging Trust Incorporated 1.6 $8.6M 914k 9.36
DeVry 1.6 $8.4M 195k 42.81
Checkpoint Systems 1.6 $8.2M 674k 12.23
Superior Energy Services 1.6 $8.3M 251k 32.87
Unifi (UFI) 1.6 $8.2M 317k 25.90
CACI International (CACI) 1.5 $8.1M 114k 71.27
Thermon Group Holdings (THR) 1.5 $8.1M 332k 24.42
Integra LifeSciences Holdings (IART) 1.5 $8.0M 161k 49.64
United Rentals (URI) 1.5 $7.9M 71k 111.10
Compass Minerals International (CMP) 1.5 $7.9M 94k 84.28
Glacier Ban (GBCI) 1.5 $7.9M 305k 25.86
Carter's (CRI) 1.5 $7.8M 101k 77.52
Casey's General Stores (CASY) 1.5 $7.8M 109k 71.70
Tenne 1.5 $7.8M 149k 52.31
Trimas Corporation (TRS) 1.5 $7.7M 318k 24.33
Sensient Technologies Corporation (SXT) 1.5 $7.7M 147k 52.35
VCA Antech 1.5 $7.7M 195k 39.33
Herman Miller (MLKN) 1.4 $7.6M 255k 29.85
First Industrial Realty Trust (FR) 1.4 $7.5M 446k 16.91
PGT 1.4 $7.5M 801k 9.32
Sterling Bancorp 1.4 $7.5M 583k 12.79
Plexus (PLXS) 1.4 $7.4M 200k 36.93
Selective Insurance (SIGI) 1.4 $7.3M 330k 22.14
LifePoint Hospitals 1.4 $7.3M 105k 69.19
Monotype Imaging Holdings 1.4 $7.3M 256k 28.32
Webster Financial Corporation (WBS) 1.4 $7.1M 243k 29.14
U.S. Physical Therapy (USPH) 1.3 $7.1M 200k 35.39
BancorpSouth 1.3 $7.0M 345k 20.14
Domino's Pizza (DPZ) 1.3 $7.0M 90k 76.96
Cheesecake Factory Incorporated (CAKE) 1.3 $6.9M 153k 45.50
Acadia Healthcare (ACHC) 1.3 $7.0M 144k 48.50
Ethan Allen Interiors (ETD) 1.3 $6.8M 297k 22.80
TreeHouse Foods (THS) 1.3 $6.8M 84k 80.50
Actuant Corporation 1.2 $6.4M 210k 30.52
Willbros 1.2 $6.4M 770k 8.33
Education Realty Trust 1.2 $6.3M 617k 10.28
National Health Investors (NHI) 1.2 $6.4M 111k 57.14
State Street Bank Financial 1.2 $6.4M 392k 16.24
Invacare Corporation 1.2 $6.3M 536k 11.81
Entegris (ENTG) 1.2 $6.2M 539k 11.50
Intrepid Potash 1.2 $6.2M 404k 15.45
Bill Barrett Corporation 1.2 $6.1M 276k 22.04
Community Bank System (CBU) 1.1 $6.0M 180k 33.59
Park Electrochemical 1.1 $6.1M 257k 23.55
Briggs & Stratton Corporation 1.1 $6.0M 332k 18.02
McDermott International 1.1 $5.8M 1.0M 5.72
Genesee & Wyoming 1.1 $5.8M 61k 95.32
Old National Ban (ONB) 1.1 $5.7M 439k 12.97
Walter Investment Management 1.0 $5.2M 238k 21.95
Carpenter Technology Corporation (CRS) 0.9 $4.9M 109k 45.15
Accuride Corporation 0.8 $4.5M 1.2M 3.79
Commercial Vehicle (CVGI) 0.8 $4.3M 704k 6.18
Haemonetics Corporation (HAE) 0.8 $4.2M 120k 34.92
Titan International (TWI) 0.7 $3.5M 299k 11.82
PHH Corporation 0.0 $7.0k 297.00 23.57