Netols Asset Management

Netols Asset Management as of March 31, 2011

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 73 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Whiting Petroleum Corporation 2.6 $26M 347k 73.45
Sunrise Senior Living 2.4 $23M 1.9M 11.93
Tractor Supply Company (TSCO) 2.3 $22M 364k 59.86
Sun Communities (SUI) 2.2 $22M 603k 35.65
AnnTaylor Stores 2.1 $20M 691k 29.11
United Rentals (URI) 2.0 $20M 592k 33.28
Compass Minerals International (CMP) 2.0 $19M 203k 93.53
Superior Energy Services 2.0 $19M 462k 41.00
Robbins & Myers 1.9 $19M 403k 45.99
Titan International (TWI) 1.9 $18M 689k 26.61
Genesee & Wyoming 1.9 $18M 307k 58.20
TreeHouse Foods (THS) 1.9 $18M 314k 56.87
Fair Isaac Corporation (FICO) 1.8 $18M 554k 31.61
Fairchild Semiconductor International 1.8 $17M 946k 18.20
CACI International (CACI) 1.8 $17M 280k 61.32
ION Geophysical Corporation 1.8 $17M 1.3M 12.69
Entegris (ENTG) 1.7 $17M 1.9M 8.78
Gardner Denver 1.7 $17M 215k 78.03
Wabtec Corporation (WAB) 1.7 $17M 244k 67.83
Mid-America Apartment (MAA) 1.7 $16M 255k 64.20
PSS World Medical 1.7 $16M 597k 27.11
Tenne 1.7 $16M 382k 42.45
United Natural Foods (UNFI) 1.7 $16M 362k 44.82
Merit Medical Systems (MMSI) 1.6 $16M 794k 19.62
First Industrial Realty Trust (FR) 1.6 $16M 1.3M 11.89
Domino's Pizza (DPZ) 1.6 $15M 823k 18.43
Gentiva Health Services 1.5 $14M 508k 28.03
Modine Manufacturing (MOD) 1.4 $14M 868k 16.14
Carpenter Technology Corporation (CRS) 1.4 $14M 324k 42.71
Carter's (CRI) 1.4 $14M 474k 28.63
Prosperity Bancshares (PB) 1.4 $14M 318k 42.77
Integrated Device Technology 1.4 $13M 1.8M 7.37
Aaron's 1.4 $13M 530k 25.36
Bill Barrett Corporation 1.4 $13M 337k 39.91
Alexander & Baldwin 1.4 $13M 290k 45.65
Harmonic (HLIT) 1.3 $13M 1.4M 9.38
Ferro Corporation 1.3 $13M 755k 16.59
Cheesecake Factory Incorporated (CAKE) 1.3 $12M 413k 30.09
Kansas City Southern 1.3 $12M 226k 54.45
Hanover Insurance (THG) 1.3 $12M 269k 45.25
LifePoint Hospitals 1.2 $12M 290k 40.20
Haemonetics Corporation (HAE) 1.2 $12M 178k 65.54
IDEX Corporation (IEX) 1.2 $12M 264k 43.65
Bank of Hawaii Corporation (BOH) 1.2 $11M 238k 47.82
Ethan Allen Interiors (ETD) 1.2 $11M 521k 21.90
Arbitron 1.2 $11M 282k 40.03
Actuant Corporation 1.2 $11M 390k 29.00
North Amern Energy Partners 1.2 $11M 912k 12.33
Glacier Ban (GBCI) 1.1 $11M 735k 15.05
WestAmerica Ban (WABC) 1.1 $11M 213k 51.37
Old National Ban (ONB) 1.1 $11M 1.0M 10.72
Sunopta (STKL) 1.1 $11M 1.5M 7.43
U.S. Physical Therapy (USPH) 1.1 $11M 484k 22.34
Herman Miller (MLKN) 1.1 $11M 388k 27.49
FelCor Lodging Trust Incorporated 1.1 $11M 1.7M 6.13
Advanced Energy Industries (AEIS) 1.1 $11M 643k 16.35
Commercial Vehicle (CVGI) 1.1 $10M 568k 17.84
Magellan Health Services 1.0 $9.9M 203k 49.08
American Campus Communities 1.0 $9.7M 294k 33.00
DreamWorks Animation SKG 1.0 $9.7M 346k 27.93
American Science & Engineering 1.0 $9.4M 101k 92.36
Astoria Financial Corporation 0.9 $8.9M 617k 14.37
Capella Education Company 0.9 $8.7M 176k 49.79
MGIC Investment (MTG) 0.9 $8.6M 968k 8.89
Webster Financial Corporation (WBS) 0.9 $8.6M 401k 21.43
Forest Oil Corporation 0.7 $7.0M 185k 37.83
Cedar Shopping Centers 0.7 $7.0M 1.2M 6.03
Community Bank System (CBU) 0.7 $6.9M 283k 24.27
First Midwest Ban 0.7 $6.4M 544k 11.79
Spartech Corporation 0.6 $6.1M 836k 7.25
Gibraltar Industries (ROCK) 0.6 $6.1M 508k 11.93
Tekelec 0.5 $4.8M 594k 8.12
Ciber 0.1 $974k 145k 6.70