Netols Asset Management

Netols Asset Management as of Dec. 31, 2010

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 71 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Whiting Petroleum Corporation 2.4 $22M 185k 117.19
AnnTaylor Stores 2.4 $21M 767k 27.39
Forest Oil Corporation 2.3 $21M 541k 37.97
Sun Communities (SUI) 2.3 $21M 615k 33.31
Tractor Supply Company (TSCO) 2.1 $19M 390k 48.49
Compass Minerals International (CMP) 2.1 $19M 207k 89.27
Fairchild Semiconductor International 2.1 $19M 1.2M 15.61
Genesee & Wyoming 1.9 $17M 313k 52.95
Mid-America Apartment (MAA) 1.9 $17M 260k 63.49
Gardner Denver 1.9 $17M 240k 68.82
Superior Energy Services 1.9 $17M 472k 34.99
TreeHouse Foods (THS) 1.8 $16M 320k 51.09
Tenne 1.8 $16M 393k 41.16
Titan International (TWI) 1.8 $16M 807k 19.54
Robbins & Myers 1.8 $16M 439k 35.78
ION Geophysical Corporation 1.7 $15M 1.7M 8.48
Entegris (ENTG) 1.6 $15M 1.9M 7.47
CACI International (CACI) 1.6 $15M 272k 53.40
Carter's (CRI) 1.6 $14M 484k 29.51
WestAmerica Ban (WABC) 1.6 $14M 253k 55.47
United Rentals (URI) 1.6 $14M 604k 22.75
PSS World Medical 1.6 $14M 609k 22.60
Gentiva Health Services 1.6 $14M 519k 26.60
Modine Manufacturing (MOD) 1.5 $14M 886k 15.50
United Natural Foods (UNFI) 1.5 $14M 369k 36.68
Domino's Pizza (DPZ) 1.5 $13M 839k 15.95
Carpenter Technology Corporation (CRS) 1.5 $13M 331k 40.24
Fair Isaac Corporation (FICO) 1.5 $13M 565k 23.37
Nordson Corporation (NDSN) 1.5 $13M 144k 91.88
Wabtec Corporation (WAB) 1.5 $13M 249k 52.89
Alexander & Baldwin 1.5 $13M 328k 40.03
Cheesecake Factory Incorporated (CAKE) 1.4 $13M 422k 30.66
Hanover Insurance (THG) 1.4 $13M 275k 46.72
Merit Medical Systems (MMSI) 1.4 $13M 810k 15.83
RehabCare 1.4 $13M 532k 23.70
Harmonic (HLIT) 1.4 $12M 1.4M 8.57
Capella Education Company 1.3 $12M 179k 66.58
First Industrial Realty Trust (FR) 1.3 $12M 1.3M 8.76
Haemonetics Corporation (HAE) 1.3 $12M 181k 63.18
Arbitron 1.3 $11M 274k 41.52
North Amern Energy Partners 1.3 $11M 930k 12.26
Ferro Corporation 1.3 $11M 770k 14.64
FelCor Lodging Trust Incorporated 1.2 $11M 1.6M 7.04
Old National Ban (ONB) 1.2 $11M 927k 11.89
Kansas City Southern 1.2 $11M 230k 47.86
LifePoint Hospitals 1.2 $11M 296k 36.75
Kaydon Corporation 1.2 $11M 266k 40.72
Sunrise Senior Living 1.2 $11M 2.0M 5.45
IDEX Corporation (IEX) 1.2 $11M 269k 39.12
DreamWorks Animation SKG 1.2 $10M 353k 29.47
Eagle Bulk Shipping 1.1 $10M 2.0M 4.98
Aaron's 1.1 $10M 499k 20.39
Prosperity Bancshares (PB) 1.1 $10M 255k 39.28
Glacier Ban (GBCI) 1.1 $10M 666k 15.11
U.S. Physical Therapy (USPH) 1.1 $10M 507k 19.82
Magellan Health Services 1.1 $9.8M 207k 47.28
Bank of Hawaii Corporation (BOH) 1.1 $9.7M 205k 47.21
MGIC Investment (MTG) 1.1 $9.4M 918k 10.19
Spartech Corporation 1.1 $9.3M 997k 9.36
Advanced Energy Industries (AEIS) 1.0 $9.0M 657k 13.64
American Campus Communities 1.0 $9.0M 284k 31.76
American Science & Engineering 1.0 $8.8M 104k 85.23
Astoria Financial Corporation 1.0 $8.7M 629k 13.91
Community Bank System (CBU) 0.9 $8.0M 289k 27.77
First Midwest Ban 0.9 $7.9M 689k 11.52
Tetra Tech (TTEK) 0.9 $7.7M 306k 25.06
Cedar Shopping Centers 0.8 $7.4M 1.2M 6.29
Tekelec 0.8 $7.5M 627k 11.91
Gibraltar Industries (ROCK) 0.8 $7.0M 518k 13.57
Ethan Allen Interiors (ETD) 0.7 $6.1M 304k 20.01
Sunopta (STKL) 0.5 $4.1M 530k 7.82