292 ASSET MANAGEMENT, LLC Information

292 MADISON AVENUE, NEW YORK, New York, 10017, (212) 514-2350

Report Date: 09/30/2012

Position Statistics:

Total Positions 58
New Positions 6
Increased Positions 48
Decreased Positions 10
Positions with Activity 58
Sold Out Positions 6
Total Mkt Value
(in $ millions)
3,077

Sector Weighting

Basic Materials 11.1%
Capital Goods 20.89%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 4.4%
Energy
Financial 24.58%
Healthcare
Services 18.13%
Technology 4.86%
Transportation 13.54%
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

10 DECREASED Positions as of 09/30/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
RYLAND GROUP INC COM 69,267 -15,705 (18.48) 1,455,500
D R HORTON INC COM 53,442 -7,183 (11.85) 2,046,000
TOLL BROTHERS INC COM 43,261 -11,492 (20.99) 1,167,000
IRELAND BK SPNSRD ADR NEW 38,239 -3,382 (8.13) 3,835,400
FASTENAL CO COM -32,908 Sold Out 0
HUNT J B TRANS SVCS INC COM -48,870 Sold Out 0
ISHARES TR RUSSELL 2000 -134,154 Sold Out 0
NORDSTROM INC COM -28,877 Sold Out 0
PRICELINE COM INC COM NEW -63,443 Sold Out 0
WHOLE FOODS MKT INC COM -29,771 Sold Out 0

Create your free portfolio