Shumway Capital Partners as of Dec. 31, 2010
Portfolio Holdings for Shumway Capital Partners
Shumway Capital Partners holds 65 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $368M | 1.1M | 322.56 | |
| Pfizer (PFE) | 5.8 | $365M | 21M | 17.51 | |
| priceline.com Incorporated | 4.6 | $285M | 713k | 399.55 | |
| MGM Resorts International. (MGM) | 4.3 | $269M | 18M | 14.85 | |
| SanDisk Corporation | 4.1 | $254M | 5.1M | 49.86 | |
| CSX Corporation (CSX) | 4.0 | $252M | 3.9M | 64.61 | |
| Microsoft Corporation (MSFT) | 3.5 | $217M | 7.8M | 27.92 | |
| Walt Disney Company (DIS) | 3.4 | $215M | 5.7M | 37.51 | |
| Illinois Tool Works (ITW) | 3.4 | $211M | 3.9M | 53.40 | |
| Royal Caribbean Cruises (RCL) | 3.3 | $204M | 4.3M | 47.00 | |
| Air Products & Chemicals (APD) | 3.0 | $191M | 2.1M | 90.95 | |
| CBS Corporation | 2.9 | $182M | 9.5M | 19.05 | |
| Pioneer Natural Resources (PXD) | 2.8 | $172M | 2.0M | 86.82 | |
| Research In Motion | 2.7 | $167M | 2.9M | 58.13 | |
| Union Pacific Corporation (UNP) | 2.4 | $152M | 1.6M | 92.66 | |
| Yum! Brands (YUM) | 2.1 | $132M | 2.7M | 49.05 | |
| El Paso Corporation | 2.0 | $127M | 9.2M | 13.76 | |
| Illumina (ILMN) | 1.8 | $114M | 1.8M | 63.34 | |
| Sirius XM Radio | 1.8 | $114M | 70M | 1.64 | |
| BP (BP) | 1.6 | $103M | 2.3M | 44.17 | |
| Whiting Petroleum Corporation | 1.6 | $103M | 874k | 117.19 | |
| Anadarko Petroleum Corporation | 1.6 | $100M | 1.3M | 76.16 | |
| Mead Johnson Nutrition | 1.6 | $99M | 1.6M | 62.25 | |
| AutoZone (AZO) | 1.5 | $96M | 353k | 272.59 | |
| Aon Corporation | 1.4 | $90M | 2.0M | 46.01 | |
| Bank of America Corporation (BAC) | 1.4 | $90M | 6.8M | 13.34 | |
| Genzyme Corporation | 1.4 | $91M | 1.3M | 71.20 | |
| Johnson Controls | 1.4 | $89M | 2.3M | 38.20 | |
| Alcon | 1.4 | $88M | 537k | 163.40 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $82M | 1.9M | 42.42 | |
| Range Resources (RRC) | 1.3 | $82M | 1.8M | 44.98 | |
| Baidu (BIDU) | 1.3 | $79M | 819k | 96.53 | |
| W.W. Grainger (GWW) | 1.1 | $69M | 503k | 138.11 | |
| Procter & Gamble Company (PG) | 1.1 | $65M | 1.0M | 64.33 | |
| Universal Health Services (UHS) | 0.9 | $56M | 1.3M | 43.42 | |
| Liberty Media | 0.9 | $53M | 854k | 62.56 | |
| Novo Nordisk A/S (NVO) | 0.8 | $51M | 449k | 112.57 | |
| Teva Pharmaceutical Industries (TEVA) | 0.7 | $47M | 892k | 52.13 | |
| American Tower Corporation | 0.7 | $46M | 893k | 51.64 | |
| Tenet Healthcare Corporation | 0.7 | $46M | 6.8M | 6.69 | |
| NII Holdings | 0.7 | $46M | 1.0M | 44.66 | |
| SPDR Gold Trust (GLD) | 0.7 | $46M | 330k | 138.72 | |
| Baxter International (BAX) | 0.7 | $45M | 890k | 50.62 | |
| McAfee | 0.7 | $44M | 960k | 46.31 | |
| International Game Technology | 0.6 | $40M | 2.3M | 17.69 | |
| Sina Corporation | 0.6 | $37M | 533k | 68.82 | |
| Dollar Thrifty Automotive | 0.6 | $35M | 748k | 47.26 | |
| GlaxoSmithKline | 0.5 | $34M | 868k | 39.22 | |
| Sanofi-Aventis SA (SNY) | 0.5 | $29M | 893k | 32.23 | |
| PNC Financial Services (PNC) | 0.4 | $28M | 453k | 60.72 | |
| United States Steel Corporation (X) | 0.4 | $25M | 423k | 58.42 | |
| Syniverse Holdings | 0.4 | $24M | 770k | 30.85 | |
| Cimarex Energy | 0.4 | $23M | 265k | 88.53 | |
| CommScope | 0.4 | $23M | 738k | 31.22 | |
| Community Health Systems (CYH) | 0.4 | $23M | 610k | 37.37 | |
| Citigroup Inc unit | 0.3 | $21M | 152k | 136.69 | |
| Atlas Energy | 0.3 | $21M | 475k | 43.97 | |
| Goldcorp | 0.2 | $16M | 339k | 45.99 | |
| Walgreen Company | 0.2 | $15M | 392k | 38.96 | |
| Shire | 0.2 | $14M | 187k | 72.38 | |
| Sap (SAP) | 0.2 | $14M | 273k | 50.61 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $14M | 499k | 27.03 | |
| Wilmington Trust Corporation | 0.1 | $9.0M | 2.1M | 4.34 | |
| ArcelorMittal | 0.1 | $8.8M | 230k | 38.13 | |
| Walter Energy | 0.1 | $4.7M | 36k | 127.83 |
