White Elm Capital

White Elm Capital as of March 31, 2013

Portfolio Holdings for White Elm Capital

White Elm Capital holds 27 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Golar Lng (GLNG) 9.1 $52M 1.4M 36.96
Altisource Portfolio Solns S reg (ASPS) 8.7 $49M 707k 69.75
Ocwen Financial Corporation 7.7 $44M 1.2M 37.92
SBA Communications Corporation 6.6 $37M 518k 72.02
DaVita (DVA) 5.4 $31M 260k 118.59
Carter's (CRI) 4.6 $26M 459k 57.27
MasterCard Incorporated (MA) 4.6 $26M 48k 541.13
Visa (V) 4.2 $24M 142k 169.84
TransDigm Group Incorporated (TDG) 4.1 $23M 153k 152.92
Liberty Global 4.1 $23M 337k 68.63
Crown Castle International 4.0 $23M 328k 69.64
Sirius XM Radio 3.9 $22M 7.3M 3.08
Guidewire Software (GWRE) 3.6 $21M 539k 38.44
Liberty Global 3.3 $19M 258k 73.40
Verisign (VRSN) 3.3 $19M 395k 47.28
Asml Holding (ASML) 3.3 $19M 275k 68.01
First Cash Financial Services 2.8 $16M 273k 58.34
AutoZone (AZO) 2.3 $13M 34k 396.75
Sap (SAP) 2.3 $13M 159k 80.54
Golar Lng Partners Lp unit 2.2 $13M 380k 33.00
Verisk Analytics (VRSK) 2.0 $11M 185k 61.63
Domino's Pizza (DPZ) 1.9 $11M 215k 51.44
NetSuite 1.9 $11M 137k 80.05
Sally Beauty Holdings (SBH) 1.4 $8.2M 279k 29.38
Palo Alto Networks (PANW) 1.3 $7.6M 134k 56.61
Dollar Tree (DLTR) 0.8 $4.3M 90k 48.43
Tempur-Pedic International (TPX) 0.3 $1.9M 38k 49.65