Rivanna Capital

Rivanna Capital as of June 30, 2011

Portfolio Holdings for Rivanna Capital

Rivanna Capital holds 23 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
Bridgepoint Education 7.9 $22M 926k 23.75
L-3 Communications Holdings 7.8 $22M 248k 86.93
Corrections Corporation of America 6.8 $19M 887k 21.14
Dean Foods Company 6.5 $18M 1.5M 12.20
AmSurg 6.3 $18M 683k 25.58
Telephone & Data Systems 5.8 $16M 509k 31.49
Aircastle 5.6 $16M 1.2M 12.65
Power-One 5.4 $15M 1.9M 8.01
Warren Resources 5.3 $15M 4.0M 3.72
DOUBLE HULL TANKERS INC COM Stk 5.1 $14M 3.7M 3.83
Aurizon Mines 4.8 $13M 2.4M 5.58
Aercap Holdings Nv Ord Cmn (AER) 4.2 $12M 909k 12.92
Nice Systems (NICE) 4.0 $11M 310k 36.00
Service Corporation International (SCI) 3.9 $11M 942k 11.58
Steris Corporation 3.6 $9.9M 286k 34.76
Cash America International 3.5 $9.7M 171k 57.04
Stewart Enterprises 3.1 $8.6M 1.2M 7.19
Usec 2.9 $8.1M 2.6M 3.18
Orion Marine (ORN) 2.3 $6.3M 661k 9.50
Idt Corp 1.7 $4.7M 174k 26.95
Smith & Wesson Holding Corporation 1.5 $4.2M 1.4M 2.93
Regis Corporation 1.3 $3.7M 242k 15.13
Gastar Exploration 0.7 $2.1M 618k 3.33