Netols Asset Management

Netols Asset Management as of Dec. 31, 2014

Portfolio Holdings for Netols Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
VeriFone Systems 2.3 $12M 317k 37.20
TASER International 2.2 $12M 434k 26.48
Sun Communities (SUI) 2.2 $12M 191k 60.46
Wabtec Corporation (WAB) 2.2 $11M 130k 86.89
Capella Education Company 2.0 $11M 138k 76.96
Hanover Insurance (THG) 2.0 $10M 146k 71.32
Fair Isaac Corporation (FICO) 2.0 $10M 142k 72.30
MGIC Investment (MTG) 1.9 $9.8M 1.0M 9.32
Supervalu 1.8 $9.3M 960k 9.70
Trimas Corporation (TRS) 1.7 $9.0M 288k 31.29
CACI International (CACI) 1.7 $8.9M 103k 86.18
Casey's General Stores (CASY) 1.7 $8.9M 98k 90.32
Progress Software Corporation (PRGS) 1.7 $8.8M 327k 27.02
Acuity Brands (AYI) 1.7 $8.8M 63k 140.07
VCA Antech 1.7 $8.6M 177k 48.77
Endurance Specialty Hldgs Lt 1.6 $8.5M 143k 59.84
Unifi (UFI) 1.6 $8.5M 286k 29.73
Checkpoint Systems 1.6 $8.4M 608k 13.73
Ethan Allen Interiors (ETD) 1.6 $8.3M 268k 30.97
First Industrial Realty Trust (FR) 1.6 $8.3M 403k 20.56
Invacare Corporation 1.6 $8.1M 484k 16.76
Selective Insurance (SIGI) 1.6 $8.1M 298k 27.17
Sensient Technologies Corporation (SXT) 1.6 $8.0M 133k 60.34
Carter's (CRI) 1.5 $8.0M 91k 87.31
Education Rlty Tr New ret 1.5 $7.9M 216k 36.59
DeVry 1.5 $7.9M 166k 47.47
Integra LifeSciences Holdings (IART) 1.5 $7.9M 146k 54.23
Domino's Pizza (DPZ) 1.5 $7.7M 82k 94.17
Glacier Ban (GBCI) 1.5 $7.6M 275k 27.77
Tenne 1.5 $7.6M 134k 56.61
Ann 1.5 $7.6M 209k 36.48
U.S. Physical Therapy (USPH) 1.5 $7.6M 180k 41.96
Sterling Bancorp 1.5 $7.6M 526k 14.38
Cabela's Incorporated 1.4 $7.5M 142k 52.71
Plexus (PLXS) 1.4 $7.5M 181k 41.21
Compass Minerals International (CMP) 1.4 $7.4M 85k 86.83
FelCor Lodging Trust Incorporated 1.4 $7.3M 678k 10.82
Thermon Group Holdings (THR) 1.4 $7.3M 300k 24.19
Webster Financial Corporation (WBS) 1.4 $7.1M 220k 32.53
National Health Investors (NHI) 1.4 $7.0M 100k 69.96
State Street Bank Financial 1.4 $7.1M 354k 19.98
PGT 1.4 $7.0M 725k 9.63
BancorpSouth 1.3 $6.9M 307k 22.51
Brady Corporation (BRC) 1.3 $6.9M 254k 27.34
Cheesecake Factory Incorporated (CAKE) 1.3 $6.9M 138k 50.31
LifePoint Hospitals 1.3 $6.8M 95k 71.91
Herman Miller (MLKN) 1.3 $6.8M 231k 29.43
Monotype Imaging Holdings 1.3 $6.7M 231k 28.83
Albany Molecular Research 1.3 $6.6M 406k 16.28
TreeHouse Foods (THS) 1.2 $6.5M 76k 85.53
Entegris (ENTG) 1.2 $6.4M 487k 13.21
Smart Balance 1.2 $6.4M 580k 11.06
Acadia Healthcare (ACHC) 1.2 $6.4M 104k 61.21
United Rentals (URI) 1.2 $6.1M 60k 102.01
Community Bank System (CBU) 1.2 $6.2M 162k 38.13
Briggs & Stratton Corporation 1.2 $6.1M 299k 20.42
Old National Ban (ONB) 1.1 $5.9M 396k 14.88
Campus Crest Communities 1.1 $5.9M 805k 7.31
Bill Barrett Corporation 1.1 $5.9M 515k 11.39
Park Electrochemical 1.1 $5.8M 232k 24.93
Carpenter Technology Corporation (CRS) 1.0 $5.3M 108k 49.25
Intrepid Potash 1.0 $5.1M 364k 13.88
McDermott International 1.0 $5.0M 1.7M 2.91
Genesee & Wyoming 0.9 $4.9M 55k 89.92
Willbros 0.9 $4.8M 767k 6.27
Accuride Corporation 0.9 $4.6M 1.1M 4.34
Superior Energy Services 0.9 $4.6M 227k 20.15
Commercial Vehicle (CVGI) 0.8 $4.2M 635k 6.66
Haemonetics Corporation (HAE) 0.8 $4.1M 108k 37.42
Titan International (TWI) 0.4 $2.0M 191k 10.63