Tinicum Lantern II as of Sept. 30, 2012
Portfolio Holdings for Tinicum Lantern II
Tinicum Lantern II holds 15 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 |
|---|---|---|---|---|---|
| Cymer | 39.0 | $109M | 2.1M | 51.06 | |
| Forum Energy Technolo | 23.3 | $65M | 2.7M | 24.32 | |
| Breeze-Eastern Corporation | 8.8 | $25M | 3.3M | 7.42 | |
| Veeco Instruments (VECO) | 5.8 | $16M | 542k | 30.00 | |
| Littelfuse (LFUS) | 5.1 | $14M | 250k | 56.54 | |
| NutriSystem | 5.1 | $14M | 1.3M | 10.53 | |
| Accuride Corporation | 4.4 | $12M | 2.6M | 4.66 | |
| Simpson Manufacturing (SSD) | 3.3 | $9.2M | 323k | 28.62 | |
| Vishay Precision (VPG) | 2.7 | $7.6M | 542k | 13.98 | |
| Lamar Advertising Company | 1.7 | $4.8M | 129k | 37.06 | |
| Gsi | 0.4 | $1.0M | 118k | 8.91 | |
| Universal Stainless & Alloy Products (USAP) | 0.1 | $372k | 10k | 37.20 | |
| Lawson Products (DSGR) | 0.1 | $129k | 19k | 6.90 | |
| Newport Corporation | 0.0 | $111k | 10k | 11.10 | |
| Kemet Corporation Cmn | 0.0 | $110k | 25k | 4.40 |
