Netols Asset Management

Netols Asset Management as of June 30, 2011

Portfolio Holdings for Netols Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sun Communities (SUI) 2.4 $22M 598k 37.31
Tractor Supply Company (TSCO) 2.2 $21M 311k 66.88
Domino's Pizza (DPZ) 2.2 $20M 798k 25.24
Robbins & Myers 2.0 $19M 352k 52.85
Carpenter Technology Corporation (CRS) 2.0 $19M 321k 57.68
Sunrise Senior Living 2.0 $18M 1.9M 9.53
Entegris (ENTG) 2.0 $18M 1.8M 10.12
Gardner Denver 1.9 $18M 213k 84.05
Genesee & Wyoming 1.9 $18M 304k 58.64
Merit Medical Systems (MMSI) 1.9 $18M 984k 17.97
CACI International (CACI) 1.9 $18M 278k 63.08
Compass Minerals International (CMP) 1.9 $17M 202k 86.07
Mid-America Apartment (MAA) 1.8 $17M 253k 67.47
TreeHouse Foods (THS) 1.8 $17M 311k 54.61
Tenne 1.8 $17M 379k 44.07
Fair Isaac Corporation (FICO) 1.8 $17M 549k 30.20
PSS World Medical 1.8 $17M 592k 28.01
Bill Barrett Corporation 1.8 $17M 356k 46.35
Titan International (TWI) 1.7 $16M 666k 24.26
Wabtec Corporation (WAB) 1.7 $16M 242k 65.72
Fairchild Semiconductor International 1.7 $16M 939k 16.71
AnnTaylor Stores 1.7 $16M 599k 26.10
United Natural Foods (UNFI) 1.6 $15M 359k 42.67
Superior Energy Services 1.6 $15M 404k 37.14
United Rentals (URI) 1.6 $15M 587k 25.40
First Industrial Realty Trust (FR) 1.6 $15M 1.3M 11.45
Aaron's 1.6 $15M 526k 28.26
Carter's (CRI) 1.6 $15M 470k 30.76
Arbitron 1.6 $14M 349k 41.33
Integrated Device Technology 1.5 $14M 1.8M 7.86
Whiting Petroleum Corporation 1.5 $14M 246k 56.91
Prosperity Bancshares (PB) 1.5 $14M 315k 43.82
American Campus Communities 1.4 $13M 374k 35.52
Modine Manufacturing (MOD) 1.4 $13M 861k 15.37
Kansas City Southern 1.4 $13M 224k 59.33
Cheesecake Factory Incorporated (CAKE) 1.4 $13M 410k 31.37
ION Geophysical Corporation 1.4 $13M 1.3M 9.46
IDEX Corporation (IEX) 1.3 $12M 262k 45.85
Ethan Allen Interiors (ETD) 1.3 $12M 559k 21.29
Actuant Corporation 1.3 $12M 441k 26.83
FelCor Lodging Trust Incorporated 1.3 $12M 2.2M 5.33
U.S. Physical Therapy (USPH) 1.3 $12M 478k 24.73
Herman Miller (MLKN) 1.3 $12M 430k 27.22
Magellan Health Services 1.2 $12M 210k 54.74
Haemonetics Corporation (HAE) 1.2 $11M 176k 64.37
LifePoint Hospitals 1.2 $11M 287k 39.08
Ciber 1.2 $11M 2.0M 5.55
Bank of Hawaii Corporation (BOH) 1.2 $11M 236k 46.52
Old National Ban (ONB) 1.2 $11M 1.0M 10.80
Sunopta (STKL) 1.1 $11M 1.5M 7.11
Trimas Corporation (TRS) 1.1 $11M 429k 24.75
Ferro Corporation 1.1 $11M 783k 13.44
Gentiva Health Services 1.1 $11M 504k 20.83
WestAmerica Ban (WABC) 1.1 $10M 211k 49.25
Hanover Insurance (THG) 1.1 $10M 267k 37.71
Harmonic (HLIT) 1.1 $9.9M 1.4M 7.23
Glacier Ban (GBCI) 1.1 $9.8M 729k 13.48
Advanced Energy Industries (AEIS) 1.0 $9.4M 637k 14.79
Webster Financial Corporation (WBS) 0.9 $8.4M 398k 21.02
Commercial Vehicle (CVGI) 0.9 $8.4M 589k 14.19
Astoria Financial Corporation 0.9 $8.2M 643k 12.79
American Science & Engineering 0.9 $8.1M 101k 80.00
North Amern Energy Partners 0.8 $7.8M 1.0M 7.66
Capella Education Company 0.8 $7.3M 174k 41.85
Gibraltar Industries (ROCK) 0.8 $7.1M 630k 11.32
Community Bank System (CBU) 0.8 $7.0M 281k 24.79
First Midwest Ban 0.7 $6.6M 540k 12.29
Cabela's Incorporated 0.7 $6.5M 240k 27.15
MGIC Investment (MTG) 0.6 $5.7M 960k 5.95
Cedar Shopping Centers 0.6 $5.7M 1.1M 5.15
DreamWorks Animation SKG 0.5 $4.7M 231k 20.10
Spartech Corporation 0.5 $4.3M 708k 6.09
National Health Investors (NHI) 0.2 $2.3M 51k 44.42