Severn River Capital Management as of Dec. 31, 2010
Portfolio Holdings for Severn River Capital Management
Severn River Capital Management holds 13 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 |
|---|---|---|---|---|---|
| Verizon Communications (VZ) | 20.4 | $40M | 1.1M | 35.78 | |
| Apple (AAPL) | 12.2 | $24M | 74k | 322.57 | |
| General Motors Company (GM) | 11.5 | $23M | 609k | 36.86 | |
| Popular | 10.0 | $20M | 6.2M | 3.14 | |
| Time Warner Cable | 8.4 | $16M | 248k | 66.03 | |
| Kraft Foods | 7.1 | $14M | 442k | 31.51 | |
| Comcast Corporation (CMCSA) | 7.0 | $14M | 619k | 21.97 | |
| Microsoft Corporation (MSFT) | 7.0 | $14M | 488k | 27.91 | |
| J. Crew | 5.2 | $10M | 238k | 43.14 | |
| Arris | 4.9 | $9.5M | 850k | 11.22 | |
| Novatel Wireless | 4.4 | $8.7M | 907k | 9.55 | |
| SolarWinds | 1.5 | $3.0M | 155k | 19.25 | |
| Clearwire Corporation | 0.5 | $1.0M | 198k | 5.15 |
