Afton Capital Mgmt Holdings in 4th Quarter: 13F Alert

The following is an analysis of Afton Capital Management LLC as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb. 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
WR Grace & Co                GRA US         7,315,056      159,300            0
AboveNet Inc                 ABVT US        5,538,852       85,200            0
Apple Inc                    AAPL US        5,224,500       12,900            0
Tronox Inc/New               TROX US        5,146,200       42,885      -63,650
LyondellBasell Indu-Cl A     LYB US         5,013,207      154,300            0
Concho Resources Inc         CXO US         4,687,500       50,000       50,000
CIT Group Inc                CIT US         4,533,100      130,000      130,000
Energy XXI Bermuda           EXXI US        4,505,282      141,320       50,000
EMC Corp/Mass                EMC US         4,430,778      205,700            0
McMoRan Exploration Co       MMR US         4,365,000      300,000      300,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Concho Resources Inc         CXO US         4,687,500       50,000       50,000
CIT Group Inc                CIT US         4,533,100      130,000      130,000
McMoRan Exploration Co       MMR US         4,365,000      300,000      300,000
General Electric Co          GE US          2,686,500      150,000      150,000
Hertz Global Holdings Inc    HTZ US         2,637,000      225,000      225,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
BB&T Corp                    BBT US        -2,239,650            0     -105,000
Raymond James Financial Inc  RJF US        -1,557,600            0      -60,000
Rockwood Holdings Inc        ROC US        -1,010,700            0      -30,000
Select Comfort Corporation   SCSS US         -789,095            0      -56,485
TPC Group Inc                TPCG US         -612,440            0      -30,500
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Energy XXI Bermuda           EXXI US        2,543,728      141,320       50,000
TransDigm Group Inc          TDG US         1,447,150       45,000       10,000 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Tronox Inc/New               TROX US       -3,163,530       42,885      -63,650 
 
SOURCE: SEC 13F-HR 
FILER: Afton Capital Management LLC 
QUARTER ENDED: 12/31/2011 
SEC RECEIVED: 02/14/2012 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.