Nokomis Capital as of March 31, 2012
Portfolio Holdings for Nokomis Capital
Nokomis Capital holds 38 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 16.5 | $33M | 231k | 140.81 | |
| Evolution Petroleum Corporation (EPM) | 5.3 | $10M | 1.1M | 9.30 | |
| Shoe Carnival (SCVL) | 5.1 | $10M | 309k | 32.22 | |
| EarthLink | 5.0 | $9.8M | 1.2M | 7.99 | |
| Seagate Technology Com Stk | 4.7 | $9.2M | 342k | 26.95 | |
| Echostar Corporation (SATS) | 4.7 | $9.2M | 326k | 28.14 | |
| Extreme Networks (EXTR) | 4.3 | $8.5M | 2.2M | 3.83 | |
| Pioneer Drilling Company | 4.3 | $8.4M | 959k | 8.80 | |
| Pendrell Corp | 4.1 | $8.1M | 3.1M | 2.61 | |
| United States Oil Fund | 3.5 | $6.9M | 175k | 39.23 | |
| Veno | 3.3 | $6.5M | 599k | 10.84 | |
| Apple (AAPL) | 3.3 | $6.5M | 11k | 599.54 | |
| BofI Holding | 2.6 | $5.1M | 300k | 17.08 | |
| Doral Financial | 2.5 | $4.9M | 3.2M | 1.54 | |
| Carmike Cinemas | 2.5 | $4.9M | 349k | 13.95 | |
| Kohl's Corporation (KSS) | 2.4 | $4.7M | 94k | 50.03 | |
| Xyratex | 2.1 | $4.2M | 263k | 15.91 | |
| Houston American Energy Corporation | 2.0 | $3.9M | 748k | 5.21 | |
| Aol | 1.9 | $3.7M | 196k | 18.97 | |
| Ruby Tuesday | 1.9 | $3.7M | 406k | 9.13 | |
| Alpha & Omega Semiconductor (AOSL) | 1.9 | $3.7M | 386k | 9.62 | |
| Energy Partners | 1.7 | $3.3M | 199k | 16.61 | |
| Market Vectors Gold Miners ETF | 1.6 | $3.1M | 62k | 49.54 | |
| MIPS Technologies | 1.4 | $2.8M | 507k | 5.44 | |
| Helmerich & Payne (HP) | 1.3 | $2.5M | 47k | 53.94 | |
| Kratos Defense & Security Solutions (KTOS) | 1.2 | $2.4M | 443k | 5.34 | |
| Primus Telecommunications Grou | 1.1 | $2.3M | 141k | 16.08 | |
| Microsoft Corporation (MSFT) | 1.1 | $2.2M | 68k | 32.26 | |
| Api Technologies Corp | 1.1 | $2.2M | 621k | 3.49 | |
| Halozyme Therapeutics (HALO) | 0.9 | $1.7M | 136k | 12.76 | |
| Energen Corporation | 0.8 | $1.7M | 34k | 49.11 | |
| Network | 0.8 | $1.7M | 323k | 5.18 | |
| DSP | 0.8 | $1.6M | 248k | 6.66 | |
| Xo Group | 0.8 | $1.6M | 168k | 9.39 | |
| Alliance HealthCare Services | 0.7 | $1.4M | 928k | 1.50 | |
| Support | 0.7 | $1.3M | 417k | 3.15 | |
| SPDR Gold Trust (GLD) | 0.3 | $511k | 3.2k | 162.12 | |
| Imperial Sugar Company | 0.1 | $256k | 55k | 4.70 |
