Peninsula Capital Management as of Dec. 31, 2010
Portfolio Holdings for Peninsula Capital Management
Peninsula Capital Management holds 26 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 |
|---|---|---|---|---|---|
| Evolution Petroleum Corporation (EPM) | 19.1 | $11M | 1.7M | 6.52 | |
| eLoyalty Corporation (ELOY) | 10.4 | $6.1M | 948k | 6.40 | |
| Stec | 8.7 | $5.0M | 285k | 17.65 | |
| Resolute Energy | 6.4 | $3.7M | 252k | 14.76 | |
| Continental Resources | 5.1 | $2.9M | 50k | 58.86 | |
| Approach Resources | 4.8 | $2.8M | 121k | 23.10 | |
| Northern Oil & Gas | 4.7 | $2.7M | 100k | 27.21 | |
| Marvell Technology Group | 4.6 | $2.7M | 145k | 18.55 | |
| Limelight Networks | 4.0 | $2.3M | 400k | 5.81 | |
| Micron Technology (MU) | 3.1 | $1.8M | 225k | 8.02 | |
| Guess? (GES) | 2.9 | $1.7M | 35k | 47.31 | |
| 2.6 | $1.5M | 2.5k | 594.00 | ||
| Clean Energy Fuels (CLNE) | 2.4 | $1.4M | 100k | 13.84 | |
| Lululemon Athletica (LULU) | 2.4 | $1.4M | 20k | 68.40 | |
| MIPS Technologies | 2.2 | $1.3M | 85k | 15.16 | |
| Sxc Health Solutions Corp | 2.2 | $1.3M | 30k | 42.87 | |
| Valero Energy Corporation (VLO) | 2.0 | $1.2M | 50k | 23.12 | |
| Electronics For Imaging | 1.9 | $1.1M | 75k | 14.31 | |
| Powerwave Technologies | 1.8 | $1.0M | 400k | 2.54 | |
| Trident Microsystems (TRID) | 1.8 | $1.0M | 570k | 1.78 | |
| Ultratech | 1.7 | $994k | 50k | 19.88 | |
| Integrated Device Technology | 1.4 | $833k | 125k | 6.66 | |
| NVIDIA Corporation (NVDA) | 1.3 | $770k | 50k | 15.40 | |
| Atmel Corporation | 1.3 | $739k | 60k | 12.32 | |
| Integrated Silicon Solution | 1.1 | $642k | 80k | 8.02 | |
| Silicon Motion Technology (SIMO) | 0.4 | $213k | 50k | 4.26 |
