Tiger Consumer Management as of Dec. 31, 2011
Portfolio Holdings for Tiger Consumer Management
Tiger Consumer Management holds 32 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 |
|---|---|---|---|---|---|
| Kraft Foods | 5.6 | $81M | 2.2M | 37.36 | |
| Dollar General (DG) | 5.0 | $71M | 1.7M | 41.14 | |
| McKesson Corporation (MCK) | 5.0 | $71M | 908k | 77.91 | |
| Kroger (KR) | 4.8 | $68M | 2.8M | 24.22 | |
| priceline.com Incorporated | 4.1 | $58M | 124k | 467.71 | |
| Green Mountain Coffee Roasters | 4.1 | $58M | 1.3M | 44.85 | |
| Amazon (AMZN) | 4.0 | $57M | 329k | 173.10 | |
| Starbucks Corporation (SBUX) | 3.8 | $54M | 1.2M | 46.01 | |
| Express Scripts | 3.7 | $53M | 1.2M | 44.69 | |
| Herbalife Ltd Com Stk (HLF) | 3.5 | $50M | 968k | 51.67 | |
| Ralph Lauren Corp (RL) | 3.5 | $50M | 360k | 138.08 | |
| Life Time Fitness | 3.4 | $49M | 1.0M | 46.75 | |
| Arcos Dorados Holdings (ARCO) | 3.4 | $48M | 2.3M | 20.53 | |
| eBay (EBAY) | 3.3 | $47M | 1.6M | 30.33 | |
| Urban Outfitters (URBN) | 3.2 | $46M | 1.7M | 27.56 | |
| Coach | 3.0 | $44M | 712k | 61.04 | |
| Stanley Black & Decker (SWK) | 3.0 | $43M | 637k | 67.60 | |
| Chico's FAS | 3.0 | $42M | 3.8M | 11.14 | |
| Wyndham Worldwide Corporation | 3.0 | $42M | 1.1M | 37.83 | |
| Catalyst Health Solutions | 2.9 | $42M | 805k | 52.00 | |
| Netflix (NFLX) | 2.7 | $38M | 553k | 69.29 | |
| Starwood Hotels & Resorts Worldwide | 2.6 | $37M | 775k | 47.97 | |
| Signet Jewelers (SIG) | 2.6 | $37M | 832k | 43.96 | |
| Harley-Davidson (HOG) | 2.5 | $36M | 923k | 38.87 | |
| Under Armour (UAA) | 2.5 | $35M | 487k | 71.79 | |
| Michael Kors Holdings | 2.5 | $35M | 1.3M | 27.25 | |
| Guess? (GES) | 2.3 | $33M | 1.1M | 29.82 | |
| Liz Claiborne | 2.3 | $32M | 3.7M | 8.63 | |
| MSC Industrial Direct (MSM) | 2.1 | $30M | 421k | 71.55 | |
| Texas Roadhouse (TXRH) | 1.8 | $26M | 1.7M | 14.90 | |
| Quiksilver | 0.8 | $11M | 3.1M | 3.61 | |
| Zumiez (ZUMZ) | 0.3 | $4.1M | 146k | 27.76 |
