Stonerise Capital Management as of Sept. 30, 2012
Portfolio Holdings for Stonerise Capital Management
Stonerise Capital Management holds 12 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Iron Mountain Incorporated | 13.0 | $24M | 700k | 34.11 | |
Alliance Data Systems Corporation (BFH) | 11.9 | $22M | 154k | 141.95 | |
ACI Worldwide (ACIW) | 11.9 | $22M | 515k | 42.26 | |
Coinstar | 11.4 | $21M | 465k | 44.98 | |
Equinix | 11.1 | $20M | 99k | 206.05 | |
Valassis Communications | 10.1 | $18M | 747k | 24.69 | |
Moneygram International | 8.1 | $15M | 1.0M | 14.94 | |
GameStop (GME) | 7.4 | $14M | 650k | 21.00 | |
Cbre Group Inc Cl A (CBRE) | 5.7 | $10M | 565k | 18.41 | |
Cash Store Finl Svcs (CSFSF) | 3.6 | $6.7M | 1.2M | 5.71 | |
JDA Software | 2.9 | $5.4M | 170k | 31.78 | |
Lpl Financial Holdings (LPLA) | 2.8 | $5.1M | 180k | 28.54 |