Netols Asset Management

Netols Asset Management as of March 31, 2014

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 70 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 2.6 $17M 212k 77.50
United Rentals (URI) 2.3 $14M 150k 94.94
VeriFone Systems 2.2 $14M 403k 33.82
MGIC Investment (MTG) 2.2 $14M 1.6M 8.52
Domino's Pizza (DPZ) 2.0 $13M 167k 76.97
Acuity Brands (AYI) 2.0 $13M 94k 132.57
Cabela's Incorporated 1.9 $12M 180k 65.51
FelCor Lodging Trust Incorporated 1.8 $11M 1.3M 9.04
Hanover Insurance (THG) 1.8 $11M 185k 61.44
Willbros 1.8 $11M 893k 12.62
Capella Education Company 1.8 $11M 174k 63.15
Ann 1.8 $11M 265k 41.48
Smart Balance 1.8 $11M 626k 17.62
Fair Isaac Corporation (FICO) 1.8 $11M 198k 55.32
Sun Communities (SUI) 1.7 $11M 232k 45.09
PGT 1.6 $10M 884k 11.51
Glacier Ban (GBCI) 1.6 $10M 350k 29.07
Checkpoint Systems 1.6 $10M 751k 13.42
First Industrial Realty Trust (FR) 1.6 $9.9M 511k 19.32
Tenne 1.6 $9.9M 170k 58.07
Endurance Specialty Hldgs Lt 1.6 $9.7M 181k 53.83
Trimas Corporation (TRS) 1.6 $9.7M 294k 33.20
Sensient Technologies Corporation (SXT) 1.5 $9.5M 168k 56.41
DeVry 1.5 $9.5M 224k 42.39
Cedar Fair (FUN) 1.5 $9.4M 184k 50.93
BancorpSouth 1.5 $9.3M 374k 24.96
TreeHouse Foods (THS) 1.5 $9.3M 129k 71.99
Invacare Corporation 1.5 $9.2M 483k 19.07
Carter's (CRI) 1.4 $9.0M 116k 77.65
Selective Insurance (SIGI) 1.4 $8.8M 378k 23.32
Thermon Group Holdings (THR) 1.4 $8.8M 380k 23.18
Acadia Healthcare (ACHC) 1.4 $8.8M 196k 45.12
Herman Miller (MLKN) 1.4 $8.8M 273k 32.13
Superior Energy Services 1.4 $8.8M 285k 30.76
Compass Minerals International (CMP) 1.4 $8.6M 105k 82.52
Webster Financial Corporation (WBS) 1.4 $8.7M 279k 31.06
Monotype Imaging Holdings 1.4 $8.5M 282k 30.14
Briggs & Stratton Corporation 1.4 $8.5M 380k 22.25
Casey's General Stores (CASY) 1.4 $8.4M 125k 67.59
Park Electrochemical 1.4 $8.5M 283k 29.87
Sterling Bancorp 1.4 $8.4M 667k 12.66
Cheesecake Factory Incorporated (CAKE) 1.3 $8.3M 175k 47.63
Titan International (TWI) 1.3 $8.2M 433k 18.99
Carpenter Technology Corporation (CRS) 1.3 $8.3M 125k 66.04
VCA Antech 1.3 $8.2M 255k 32.23
Community Bank System (CBU) 1.3 $8.0M 206k 39.02
Ethan Allen Interiors (ETD) 1.3 $7.9M 312k 25.45
Integra LifeSciences Holdings (IART) 1.3 $7.9M 173k 45.99
Prosperity Bancshares (PB) 1.3 $7.9M 119k 66.15
U.S. Physical Therapy (USPH) 1.3 $7.9M 229k 34.57
Progress Software Corporation (PRGS) 1.2 $7.6M 349k 21.80
Actuant Corporation 1.2 $7.6M 223k 34.15
Albany Molecular Research 1.2 $7.6M 406k 18.59
Entegris (ENTG) 1.2 $7.5M 617k 12.11
Old National Ban (ONB) 1.2 $7.5M 502k 14.91
Bill Barrett Corporation 1.2 $7.5M 294k 25.60
Plexus (PLXS) 1.2 $7.4M 185k 40.07
Unifi (UFI) 1.2 $7.5M 324k 23.07
Supervalu 1.2 $7.4M 1.1M 6.84
Commercial Vehicle (CVGI) 1.2 $7.3M 806k 9.12
Genesee & Wyoming 1.1 $6.8M 70k 97.31
LifePoint Hospitals 1.1 $6.6M 120k 54.55
Fairchild Semiconductor International 1.0 $6.5M 472k 13.79
National Health Investors (NHI) 1.0 $6.0M 99k 60.46
Accuride Corporation 1.0 $6.0M 1.3M 4.43
Intrepid Potash 0.9 $5.9M 385k 15.46
PHH Corporation 0.8 $5.3M 206k 25.84
Walter Investment Management 0.8 $5.1M 172k 29.83
Haemonetics Corporation (HAE) 0.7 $4.5M 137k 32.59
State Street Bank Financial 0.5 $3.1M 175k 17.69