Valley Forge Capital Management·CIK 1364558
57
Positions
$522.7M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q2 2009
Portfolio Value Over Time
| SOLD |
| 3 | NOVXXXX | 2.40% | $12,530,000 | SOLD |
| 4 | LLLXXXX | 2.37% | $12,378,000 | SOLD |
| 5 | MYGN | 2.24% | $11,700,000 | SOLD |
| 6 | STT | 2.16% | $11,312,000 | SOLD |
| 7 | ADM | 2.13% | $11,163,000 | SOLD |
| 8 | GILD | 2.11% | $11,014,000 | SOLD |
| 9 | ESINQ | 2.02% | $10,564,000 | SOLD |
| 10 | NTRS | 2.01% | $10,497,000 | SOLD |
| 11 | FMC | 1.97% | $10,326,000 | SOLD |
| 12 | MON | 1.94% | $10,138,000 | SOLD |
| 13 | D | 1.91% | $10,005,000 | SOLD |
| 14 | CTSH | 1.91% | $9,986,000 | SOLD |
| 15 | NST | 1.86% | $9,712,000 | SOLD |
| 16 | DLTR | 1.85% | $9,695,000 | SOLD |
| 17 | GD | 1.65% | $8,610,000 | SOLD |
| 18 | SUN | 1.51% | $7,893,000 | SOLD |
| 19 | RGA | 1.42% | $7,432,000 | SOLD |
| 20 | OCR | 1.37% | $7,189,000 | SOLD |
| 21 | LUMNXXXX | 1.36% | $7,138,000 | SOLD |
| 22 | DRI | 1.17% | $6,137,000 | SOLD |
| 23 | APOL | 1.14% | $5,955,000 | SOLD |
| 24 | NYCBXXXX | 1.11% | $5,804,000 | SOLD |
| 25 | SMG | 1.03% | $5,369,000 | SOLD |
| 26 | GHL | 1.02% | $5,332,000 | SOLD |
| 27 | TDWXXXX | 0.99% | $5,179,000 | ▼ -1% |
| 28 | SWY | 0.95% | $4,958,000 | SOLD |
| 29 | UNP | 0.73% | $3,795,000 | SOLD |
| 30 | HPQXXXX | 2.19% | $11,433,000 | ▼ -0.6% |
| 31 | NE | 1.78% | $9,309,000 | ▼ -0.6% |
| 32 | FDO | 1.19% | $6,235,000 | ▼ -0.3% |
| 33 | HCBK | 1.12% | $5,860,000 | ▼ -0.2% |
| 34 | BMY | 1.93% | $10,088,000 | ▼ -0.2% |
| 35 | SNPS | 2.22% | $11,598,000 | ▼ -0.2% |
| 36 | FLO | 1.27% | $6,656,000 | ▼ -0.1% |
| 37 | MCD | 2.02% | $10,559,000 | ▼ -0.1% |
| 38 | FDS | 1.46% | $7,650,000 | ▼ -0% |
| 39 | AAP | 0.95% | $4,989,000 | ▼ -0% |