Stonerise Capital Management as of June 30, 2012
Portfolio Holdings for Stonerise Capital Management
Stonerise Capital Management holds 12 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ACI Worldwide (ACIW) | 13.7 | $25M | 560k | 44.21 | |
| Iron Mountain Incorporated | 12.7 | $23M | 700k | 32.96 | |
| Equinix | 11.7 | $21M | 121k | 175.65 | |
| Alliance Data Systems Corporation (BFH) | 11.5 | $21M | 154k | 135.00 | |
| Coinstar | 11.4 | $21M | 300k | 68.66 | |
| Valassis Communications | 10.0 | $18M | 832k | 21.75 | |
| Moneygram International | 8.1 | $15M | 1.0M | 14.60 | |
| GameStop (GME) | 6.6 | $12M | 650k | 18.36 | |
| Cbre Group Inc Cl A (CBRE) | 4.8 | $8.7M | 530k | 16.36 | |
| Cash Store Finl Svcs (CSFSF) | 3.9 | $7.1M | 1.2M | 6.02 | |
| TeleTech Holdings | 3.0 | $5.4M | 335k | 16.00 | |
| JDA Software | 2.8 | $5.0M | 169k | 29.69 |
