SkyTop Capital Management as of Dec. 31, 2010
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 21 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 |
|---|---|---|---|---|---|
| Xerium Technologies | 35.7 | $78M | 4.9M | 15.95 | |
| Market Vectors Gold Miners ETF | 7.2 | $16M | 256k | 61.47 | |
| Lear Corporation (LEA) | 6.0 | $13M | 132k | 98.71 | |
| CF Industries Holdings (CF) | 5.8 | $13M | 93k | 135.15 | |
| Titan International (TWI) | 5.4 | $12M | 608k | 19.54 | |
| Globe Specialty Metals | 5.3 | $12M | 675k | 17.09 | |
| Lkd Barclays Bk Plc Ipath S&p Etn etf | 5.0 | $11M | 167k | 65.76 | |
| AGCO Corporation (AGCO) | 4.8 | $11M | 207k | 50.66 | |
| TRW Automotive Holdings | 3.7 | $8.0M | 152k | 52.70 | |
| Patriot Coal Corp | 2.7 | $5.8M | 300k | 19.37 | |
| Smurfit-stone Container Corp | 2.4 | $5.3M | 206k | 25.60 | |
| Walter Energy | 2.3 | $5.1M | 40k | 127.85 | |
| Cnh Global | 2.3 | $4.9M | 104k | 47.74 | |
| Alpha Natural Resources | 2.2 | $4.8M | 80k | 60.02 | |
| Massey Energy Company | 2.0 | $4.3M | 80k | 53.65 | |
| Industries N shs - a - (LYB) | 1.8 | $4.0M | 115k | 34.40 | |
| KapStone Paper and Packaging | 1.7 | $3.7M | 241k | 15.30 | |
| General Motors Company (GM) | 1.5 | $3.2M | 88k | 36.86 | |
| Exide Technologies | 1.1 | $2.4M | 259k | 9.41 | |
| International Coal | 0.7 | $1.5M | 200k | 7.74 | |
| Metals USA Holdings | 0.6 | $1.2M | 80k | 15.24 |
