Rivanna Capital

Rivanna Capital as of March 31, 2011

Portfolio Holdings for Rivanna Capital

Rivanna Capital holds 22 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
L-3 Communications Holdings 8.4 $24M 305k 78.31
Bridgepoint Education 7.5 $21M 1.2M 17.10
Warren Resources 6.8 $19M 3.8M 5.11
Dean Foods Company 6.3 $18M 1.8M 10.00
DOUBLE HULL TANKERS INC COM Stk 6.1 $17M 3.6M 4.81
Corrections Corporation of America 6.0 $17M 704k 24.40
AmSurg 5.9 $17M 660k 25.44
Aircastle 5.5 $16M 1.3M 12.07
Cash America International 4.8 $14M 294k 46.05
Endo Pharmaceuticals 4.5 $13M 336k 38.16
Service Corporation International (SCI) 4.3 $12M 1.1M 11.06
Nice Systems (NICE) 4.1 $12M 316k 36.94
First Industrial Realty Trust (FR) 4.1 $12M 978k 11.89
Aurizon Mines 4.1 $12M 1.7M 7.03
Stewart Enterprises 3.7 $11M 1.4M 7.64
Aercap Holdings Nv Ord Cmn (AER) 3.6 $10M 819k 12.57
Iamgold Corp (IAG) 3.6 $10M 465k 22.02
Steris Corporation 3.2 $9.2M 267k 34.54
Usec 2.9 $8.4M 1.9M 4.40
Orion Marine (ORN) 1.9 $5.3M 498k 10.74
Smith & Wesson Holding Corporation 1.7 $4.9M 1.4M 3.55
Telephone & Data Systems 0.9 $2.5M 75k 33.71