Zeke Ashton's Centaur Capital Partners Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ACXIOM CORP ACXM 2,495 2.79% 110,000 22.68 0 0.00 New investment 100.00%
ALLEGHANY CORP Y 0 0.00% 0 0.00 3,000 395.67 Sold out -100.00%
AMERICAN INTERNATIONAL GROUP INC CORP AIG 5,811 6.49% 130,000 44.70 130,000 38.82 No change 0.00%
ANGIES LIST INC ANGI 1,859 2.08% 70,000 26.56 0 0.00 New investment 100.00%
ANNIES INC BNNY 0 0.00% 0 0.00 25,000 38.28 Sold out -100.00%
APPLE INC AAPL 6,741 7.53% 17,000 396.53 9,750 442.67 Add 74.36%
ASTEX PHARMACEUTICALS INC ASTX 1,521 1.70% 370,000 4.11 370,000 4.46 No change 0.00%
BIG LOTS INC BIG 0 0.00% 0 0.00 45,000 35.27 Sold out -100.00%
BLUCORA INC BCOR 4,172 4.66% 225,000 18.54 274,000 15.48 Reduce -17.88%
BODY CENTRAL CORP BODY 3,330 3.72% 250,000 13.32 250,000 9.40 No change 0.00%
BRAVO BRIO RESTAURANT GROUP INC BBRG 2,281 2.55% 128,000 17.82 20,000 15.85 Add 540.00%
BROOKFIELD ASSET MANAGEMENT INC BAM 4,863 5.43% 135,000 36.02 45,000 36.49 Add 200.00%
COACH INC COH 3,568 3.98% 62,500 57.09 85,000 49.99 Reduce -26.47%
COTT CORPORATION COT 2,460 2.75% 315,000 7.81 0 0.00 New investment 100.00%
EMC CORP EMC 5,669 6.33% 240,000 23.62 210,000 23.89 Add 14.29%
FIRST AMERICAN CORP FAF 6,943 7.75% 315,000 22.04 265,000 25.57 Add 18.87%
IDT CORPORATION IDT 0 0.00% 0 0.00 82,000 12.06 Sold out -100.00%
ISHARES RUSSELL 2000 INDEX FUND IWM 4,850 5.42% 50,000 97.00 0 0.00 New investment 100.00%
ISHARES SILVER TRUST SLV 2,087 2.33% 110,000 18.97 0 0.00 New investment 100.00%
KOHLS CORPORATION KSS 2,526 2.82% 50,000 50.52 90,000 46.13 Reduce -44.44%
LIFELOCK INC c53224V100 878 0.98% 75,000 11.71 0 0.00 New investment 100.00%
MAGNACHIP SEMICONDUCTOR CORP MX 1,644 1.84% 90,000 18.27 0 0.00 New investment 100.00%
MFC INDUSTRIAL LTD MIL 625 0.70% 77,500 8.06 0 0.00 New investment 100.00%
MITCHAM INDUSTRIES INC MIND 0 0.00% 0 0.00 25,000 16.92 Sold out -100.00%
OM GROUP INC OMG 0 0.00% 0 0.00 86,500 23.48 Sold out -100.00%
PEREGRINE SEMICONDUCTOR CORPORATION PSMI 2,291 2.56% 210,000 10.91 0 0.00 New investment 100.00%
PICO HOLDINGS INC PICO 1,886 2.11% 90,000 20.96 0 0.00 New investment 100.00%
ROSETTA STONE INC RST 2,196 2.45% 149,000 14.74 0 0.00 New investment 100.00%
SKULLCANDY INC SKUL 2,489 2.78% 455,851 5.46 200,000 5.28 Add 127.93%
SPDR S&P 500 SPY 9,625 10.75% 60,000 160.42 0 0.00 New investment 100.00%
TELULAR CORP WRLS 0 0.00% 0 0.00 87,600 10.06 Sold out -100.00%
TETRA TECHNOLOGIES TTI 1,539 1.72% 150,000 10.26 78,200 10.26 Add 91.82%
VONAGE HOLDINGS CORP VG 0 0.00% 0 0.00 140,000 2.89 Sold out -100.00%
WESTERN DIGITAL CORPORATION WDC 0 0.00% 0 0.00 19,700 50.30 Sold out -100.00%
WORLD ACCEPTANCE WRLD 1,478 1.65% 17,000 86.94 0 0.00 New investment 100.00%
WPX ENERGY INC WPX 2,841 3.17% 150,000 18.94 0 0.00 New investment 100.00%
XPO LOGISTICS INC c983793Aa8 872 0.97% 705 1,236.88 600 1,218.33 Add 17.50%
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