Point Lobos Capital

Point Lobos Capital as of June 30, 2011

Portfolio Holdings for Point Lobos Capital

Point Lobos Capital holds 11 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
Nordion 40.0 $35M 3.2M 10.95
Clearwater Paper (CLW) 19.9 $17M 252k 68.28
Zoran Corporation 10.2 $8.8M 1.1M 8.40
Suno 7.7 $6.7M 160k 41.71
CapLease 7.4 $6.4M 1.3M 4.91
WellCare Health Plans 5.3 $4.6M 89k 51.41
Trimeris 3.4 $2.9M 1.2M 2.47
MedCath Corporation 2.4 $2.1M 153k 13.59
Friendfinder Networks 1.7 $1.5M 360k 4.06
Sauer-Danfoss 1.5 $1.3M 25k 50.41
Tbs International Plc cl a 0.7 $628k 339k 1.85