SkyTop Capital Management as of Dec. 31, 2011
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 15 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xerium Technologies | 17.7 | $36M | 5.5M | 6.54 | |
| CARBO Ceramics | 15.9 | $32M | 260k | 123.33 | |
| Teva Pharmaceutical Industries (TEVA) | 8.3 | $17M | 416k | 40.36 | |
| SPDR S&P Homebuilders (XHB) | 8.3 | $17M | 983k | 17.10 | |
| Lear Corporation (LEA) | 7.3 | $15M | 369k | 39.80 | |
| Charter Communications | 6.4 | $13M | 225k | 56.94 | |
| Calpine Corporation | 6.1 | $12M | 750k | 16.33 | |
| Cablevision Systems Corporation | 6.0 | $12M | 850k | 14.22 | |
| TRW Automotive Holdings | 4.3 | $8.6M | 264k | 32.60 | |
| Lkd Barclays Bk Plc Ipath S&p Etn etf | 4.2 | $8.5M | 140k | 60.66 | |
| Golar Lng (GLNG) | 4.1 | $8.3M | 186k | 44.45 | |
| Market Vectors Gold Miners ETF | 3.6 | $7.3M | 143k | 51.43 | |
| Lamar Advertising Company | 3.1 | $6.2M | 224k | 27.50 | |
| Polypore International | 2.5 | $5.0M | 113k | 43.99 | |
| Lufkin Industries | 2.2 | $4.4M | 66k | 67.31 |
