-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Sz7g046hmRNtcevHrNRerLoVrOLqdwlzbtjrmEd5x2PLVMgrOnbPvogtS0mUud7a Ej+3jOzv+2x3ozwcyuWiZg== 0000897069-09-000909.txt : 20090515 0000897069-09-000909.hdr.sgml : 20090515 20090515163154 ACCESSION NUMBER: 0000897069-09-000909 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090515 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001170152 IRS NUMBER: 411971243 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10174 FILM NUMBER: 09833660 BUSINESS ADDRESS: STREET 1: 100 N. SIXTH ST. STREET 2: SUITE 412A CITY: MINNEAPOLIS STATE: MN ZIP: 55403 BUSINESS PHONE: 6123329141 MAIL ADDRESS: STREET 1: 100 N. SIXTH ST. STREET 2: SUITE 412A CITY: MINNEAPOLIS STATE: MN ZIP: 55043 13F-HR 1 cmw4287.txt HOLDINGS REPORT --------------------------------- OMB Number: 3235-0006 Expires: December 31, 2009 Estimated average burden hours per response . . . . 22.6 --------------------------------- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 ------------------- Check here if Amendment [ ]; Amendment Number: ----------- This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Leuthold Weeden Capital Management, LLC Address: 33 South Sixth Street, Suite 4600 Minneapolis, MN 55402 Form 13F File Number: 028-10174 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Roger Peters Title: Chief Compliance Officer Phone: (612) 332-9141 Signature, Place, and Date of Signing: /s/ Roger Peters Minneapolis, MN May 15, 2009 - -------------------------------------------------------------------------------- Roger Peters City, State Date Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 --------------- Form 13F Information Table Entry Total: 267 --------------- Form 13F Information Table Value Total: 1,822,985 --------------- (thousands) List of Other Included Managers: NONE Page 1 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- 3M Co. COM 88579Y101 1,615 32,482 SH SOLE 32,482 - ------------------------------------------------------------------------------------------------------------------------------------ Accenture Ltd Bermuda CLASS A G1150G111 8,938 325,126 SH SOLE 325,126 - ------------------------------------------------------------------------------------------------------------------------------------ Acorda Therapeutics Inc COM 00484M106 6,684 337,419 SH SOLE 337,419 - ------------------------------------------------------------------------------------------------------------------------------------ Advance Auto Parts Inc COM 00751Y106 16,413 399,548 SH SOLE 399,548 - ------------------------------------------------------------------------------------------------------------------------------------ Advent/Claymore Cv Secs & In COM 00764C109 1,566 157,896 SH SOLE 157,896 - ------------------------------------------------------------------------------------------------------------------------------------ Advent/Claymore Gbl Conv COM BENE Sec Inc INTER 007639107 1,432 290,460 SH SOLE 290,460 - ------------------------------------------------------------------------------------------------------------------------------------ Agl Res Inc COM 001204106 994 37,477 SH SOLE 37,477 - ------------------------------------------------------------------------------------------------------------------------------------ Alaska Air Group COM 011659109 9,359 532,682 SH SOLE 532,682 - ------------------------------------------------------------------------------------------------------------------------------------ Alexion Pharmaceuticals Inc COM 015351109 15,871 421,435 SH SOLE 421,435 - ------------------------------------------------------------------------------------------------------------------------------------ Alkermes Inc COM 01642T108 10,242 844,324 SH SOLE 844,324 - ------------------------------------------------------------------------------------------------------------------------------------ Allergan Inc COM 018490102 3,075 64,384 SH SOLE 64,384 - ------------------------------------------------------------------------------------------------------------------------------------ Allos Therapeutics Inc COM 019777101 1,679 271,741 SH SOLE 271,741 - ------------------------------------------------------------------------------------------------------------------------------------ Alnylam Pharmaceuticals Inc COM 02043Q107 4,053 212,850 SH SOLE 212,850 - ------------------------------------------------------------------------------------------------------------------------------------ Amedisys Inc COM 023436108 5,319 193,503 SH SOLE 193,503 - ------------------------------------------------------------------------------------------------------------------------------------ America Movil Sab De Cv SPON ADR L SHS 02364W105 697 25,741 SH SOLE 25,741 - ------------------------------------------------------------------------------------------------------------------------------------ American Finl Group Inc Ohio COM 025932104 2,930 182,564 SH SOLE 182,564 - ------------------------------------------------------------------------------------------------------------------------------------ American Public Education Inc COM 02913V103 3,845 91,423 SH SOLE 91,423 - ------------------------------------------------------------------------------------------------------------------------------------ AmerisourceBergen Corp COM 03073E105 7,218 221,013 SH SOLE 221,013 - ------------------------------------------------------------------------------------------------------------------------------------ Amgen Inc COM 031162100 7,844 158,398 SH SOLE 158,398 - ------------------------------------------------------------------------------------------------------------------------------------ Amr Corp COM 001765106 9,967 3,124,299 SH SOLE 3,124,299 - ------------------------------------------------------------------------------------------------------------------------------------ Apollo Group Inc. CLASS A 037604105 21,214 270,828 SH SOLE 270,828 - ------------------------------------------------------------------------------------------------------------------------------------ Apple Inc COM 037833100 5,556 52,850 SH SOLE 52,850 - ------------------------------------------------------------------------------------------------------------------------------------ Arch Cap Group Ltd ORD G0450A105 2,887 53,597 SH SOLE 53,597 - ------------------------------------------------------------------------------------------------------------------------------------
Page 2 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Astrazeneca Plc SPONSORED ADR 046353108 22,602 637,570 SH SOLE 637,570 - ------------------------------------------------------------------------------------------------------------------------------------ Atmos Energy Corp COM 049560105 1,156 49,989 SH SOLE 49,989 - ------------------------------------------------------------------------------------------------------------------------------------ Autonation Inc COM 05329W102 20,600 1,484,155 SH SOLE 1,484,155 - ------------------------------------------------------------------------------------------------------------------------------------ Autozone Inc COM 053332102 30,605 188,201 SH SOLE 188,201 - ------------------------------------------------------------------------------------------------------------------------------------ Avocent Corp COM 053893103 2,402 197,895 SH SOLE 197,895 - ------------------------------------------------------------------------------------------------------------------------------------ Bancorpsouth Inc COM 059692103 2,073 99,460 SH SOLE 99,460 - ------------------------------------------------------------------------------------------------------------------------------------ Barclays Bk Plc 80MS INDIA ETN 06739F291 9,126 300,806 SH SOLE 300,806 - ------------------------------------------------------------------------------------------------------------------------------------ BB&T Corp COM 054937107 1,100 65,008 SH SOLE 65,008 - ------------------------------------------------------------------------------------------------------------------------------------ BHP Billiton Ltd SPONSORED ADR 088606108 9,945 222,988 SH SOLE 222,988 - ------------------------------------------------------------------------------------------------------------------------------------ Biogen Idec Inc COM 09062X103 32,210 614,466 SH SOLE 614,466 - ------------------------------------------------------------------------------------------------------------------------------------ Bj Svcs Co COM 055482103 514 51,696 SH SOLE 51,696 - ------------------------------------------------------------------------------------------------------------------------------------ BMC Software COM 055921100 15,573 471,905 SH SOLE 471,905 - ------------------------------------------------------------------------------------------------------------------------------------ Boeing Co. COM 097023105 3,122 87,755 SH SOLE 87,755 - ------------------------------------------------------------------------------------------------------------------------------------ Bp Plc SPONSORED ADR 055622104 7,483 186,597 SH SOLE 186,597 - ------------------------------------------------------------------------------------------------------------------------------------ Briggs & Stratton Corp COM 109043109 1,847 111,937 SH SOLE 111,937 - ------------------------------------------------------------------------------------------------------------------------------------ Bristol Myers Squibb Co COM 110122108 30,813 1,405,711 SH SOLE 1,405,711 - ------------------------------------------------------------------------------------------------------------------------------------ Burlington Northern Santa Fe COM 12189T104 6,615 109,967 SH SOLE 109,967 - ------------------------------------------------------------------------------------------------------------------------------------ Ca Inc COM 12673P105 16,369 929,506 SH SOLE 929,506 - ------------------------------------------------------------------------------------------------------------------------------------ CACI International Inc COM 127190304 5,291 144,987 SH SOLE 144,987 - ------------------------------------------------------------------------------------------------------------------------------------ Cal-Maine Foods Inc COM 128030202 774 34,573 SH SOLE 34,573 - ------------------------------------------------------------------------------------------------------------------------------------ Cameco Corp COM 13321L108 3,032 176,612 SH SOLE 176,612 - ------------------------------------------------------------------------------------------------------------------------------------ Canadian Natl Ry Co COM 136375102 1,159 32,699 SH SOLE 32,699 - ------------------------------------------------------------------------------------------------------------------------------------ Capstone Turbine Corp COM 14067D102 23 32,258 SH SOLE 32,258 - ------------------------------------------------------------------------------------------------------------------------------------ Career Education Corp COM 141665109 7,394 308,616 SH SOLE 308,616 - ------------------------------------------------------------------------------------------------------------------------------------
Page 3 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Caterpillar Inc COM 149123101 4,809 171,979 SH SOLE 171,979 - ------------------------------------------------------------------------------------------------------------------------------------ Celera Corp COM 15100E106 2,628 344,439 SH SOLE 344,439 - ------------------------------------------------------------------------------------------------------------------------------------ Celgene Corp COM 151020104 7,130 160,593 SH SOLE 160,593 - ------------------------------------------------------------------------------------------------------------------------------------ Central Europe And Russia Fd COM 153436100 2,562 167,583 SH SOLE 167,583 - ------------------------------------------------------------------------------------------------------------------------------------ Cephalon Inc COM 156708109 20,326 298,473 SH SOLE 298,473 - ------------------------------------------------------------------------------------------------------------------------------------ Cerner Corp COM 156782104 7,490 170,352 SH SOLE 170,352 - ------------------------------------------------------------------------------------------------------------------------------------ Check Point Software Tech Ltd COM M22465104 17,022 766,420 SH SOLE 766,420 - ------------------------------------------------------------------------------------------------------------------------------------ Chemed Corp COM 16359R103 1,962 50,431 SH SOLE 50,431 - ------------------------------------------------------------------------------------------------------------------------------------ Chevron Corp COM 166764100 7,700 114,510 SH SOLE 114,510 - ------------------------------------------------------------------------------------------------------------------------------------ China Unicom (Hong Kong) SPONSORED Ltd. ADR 16945R104 9,974 958,100 SH SOLE 958,100 - ------------------------------------------------------------------------------------------------------------------------------------ Chubb Corp COM 171232101 1,308 30,906 SH SOLE 30,906 - ------------------------------------------------------------------------------------------------------------------------------------ Chunghwa Telecom Co Ltd SPONSORED ADR NEW 17133Q304 3,446 189,050 SH SOLE 189,050 - ------------------------------------------------------------------------------------------------------------------------------------ Cisco Sys Inc COM 17275R102 17,925 1,068,878 SH SOLE 1,068,878 - ------------------------------------------------------------------------------------------------------------------------------------ Clean Harbors Inc COM 184496107 5,591 116,481 SH SOLE 116,481 - ------------------------------------------------------------------------------------------------------------------------------------ Cleco Corp COM 12561W105 2,026 93,409 SH SOLE 93,409 - ------------------------------------------------------------------------------------------------------------------------------------ Cognex Corp COM 192422103 1,696 127,164 SH SOLE 127,164 - ------------------------------------------------------------------------------------------------------------------------------------ Companhia Paranaense SPON ADR Energia PFD 20441B407 1,570 150,502 SH SOLE 150,502 - ------------------------------------------------------------------------------------------------------------------------------------ Compass Minerals Intl Inc COM 20451N101 8,556 151,779 SH SOLE 151,779 - ------------------------------------------------------------------------------------------------------------------------------------ Computer Sciences COM 205363104 4,272 115,966 SH SOLE 115,966 - ------------------------------------------------------------------------------------------------------------------------------------ Compuware Corp COM 205638109 1,364 207,006 SH SOLE 207,006 - ------------------------------------------------------------------------------------------------------------------------------------ Continental Airlines COM 210795308 14,364 1,630,388 SH SOLE 1,630,388 - ------------------------------------------------------------------------------------------------------------------------------------ Corithian College COM 218868107 12,819 659,086 SH SOLE 659,086 - ------------------------------------------------------------------------------------------------------------------------------------ Covanta Hldg Corp COM 22282E102 2,201 168,177 SH SOLE 168,177 - ------------------------------------------------------------------------------------------------------------------------------------
Page 4 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Covidien Ltd COM G2552X108 6,946 208,975 SH SOLE 208,975 - ------------------------------------------------------------------------------------------------------------------------------------ Cpfl Energia S A SPONSORED ADR 126153105 557 13,729 SH SOLE 13,729 - ------------------------------------------------------------------------------------------------------------------------------------ CSG Systems Intl COM 126349109 3,708 259,644 SH SOLE 259,644 - ------------------------------------------------------------------------------------------------------------------------------------ Cv Therapeutics Inc COM 126667104 10,442 525,276 SH SOLE 525,276 - ------------------------------------------------------------------------------------------------------------------------------------ Cvs Caremark Corp COM 126650100 1,258 45,780 SH SOLE 45,780 - ------------------------------------------------------------------------------------------------------------------------------------ Deere & Co COM 244199105 9,169 278,944 SH SOLE 278,944 - ------------------------------------------------------------------------------------------------------------------------------------ Delta Air Lines Inc COM 247361702 15,988 2,839,763 SH SOLE 2,839,763 - ------------------------------------------------------------------------------------------------------------------------------------ Dendreon Corp COM 24823Q107 3,330 792,801 SH SOLE 792,801 - ------------------------------------------------------------------------------------------------------------------------------------ Devon Energy Corp COM 25179M103 6,902 154,445 SH SOLE 154,445 - ------------------------------------------------------------------------------------------------------------------------------------ Devry Inc COM 251893103 11,618 241,142 SH SOLE 241,142 - ------------------------------------------------------------------------------------------------------------------------------------ Diebold COM 253651103 6,955 325,753 SH SOLE 325,753 - ------------------------------------------------------------------------------------------------------------------------------------ Dreamworks Animation Skg Inc CLASS A 26153C103 3,664 169,307 SH SOLE 169,307 - ------------------------------------------------------------------------------------------------------------------------------------ Duke Energy Corp COM 26441C105 2,236 156,153 SH SOLE 156,153 - ------------------------------------------------------------------------------------------------------------------------------------ Dun & Bradstreet COM 26483E100 8,470 109,998 SH SOLE 109,998 - ------------------------------------------------------------------------------------------------------------------------------------ Edison Intl COM 281020107 870 30,215 SH SOLE 30,215 - ------------------------------------------------------------------------------------------------------------------------------------ Emergency Medical Svcs Corp COM 29100P102 3,918 124,801 SH SOLE 124,801 - ------------------------------------------------------------------------------------------------------------------------------------ Endo Pharmaceuticals COM 29264F205 884 49,998 SH SOLE 49,998 - ------------------------------------------------------------------------------------------------------------------------------------ Energen Corp COM 29265N108 631 21,662 SH SOLE 21,662 - ------------------------------------------------------------------------------------------------------------------------------------ Energy Conversion Devices Inc COM 292659109 1,529 115,251 SH SOLE 115,251 - ------------------------------------------------------------------------------------------------------------------------------------ Energysolutions Inc DEPOSITARY SH 292756202 7,352 849,949 SH SOLE 849,949 - ------------------------------------------------------------------------------------------------------------------------------------ Enersis S A SPONSORED ADR 29274F104 5,105 338,082 SH SOLE 338,082 - ------------------------------------------------------------------------------------------------------------------------------------ Eni S P A SPONSORED ADR 26874R108 7,318 190,972 SH SOLE 190,972 - ------------------------------------------------------------------------------------------------------------------------------------ Express Scripts Inc CLASS A 302182100 6,712 145,374 SH SOLE 145,374 - ------------------------------------------------------------------------------------------------------------------------------------
Page 5 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Fairfax Financial Holdings Ltd. COM 303901102 6,918 26,556 SH SOLE 26,556 - ------------------------------------------------------------------------------------------------------------------------------------ Family Dlr Stores Inc COM 307000109 7,555 226,403 SH SOLE 226,403 - ------------------------------------------------------------------------------------------------------------------------------------ First Cash Finl Svcs Inc COM 31942D107 1,537 103,014 SH SOLE 103,014 - ------------------------------------------------------------------------------------------------------------------------------------ First Solar Inc COM 336433107 6,523 49,156 SH SOLE 49,156 - ------------------------------------------------------------------------------------------------------------------------------------ Forest Labs Inc COM 345838106 815 37,099 SH SOLE 37,099 - ------------------------------------------------------------------------------------------------------------------------------------ Freeport-Mcmoran Copper B COM 35671D857 14,426 378,530 SH SOLE 378,530 - ------------------------------------------------------------------------------------------------------------------------------------ Genzyme Corp COM 372917104 14,692 247,386 SH SOLE 247,386 - ------------------------------------------------------------------------------------------------------------------------------------ Gilead Sciences Inc COM 375558103 21,520 464,594 SH SOLE 464,594 - ------------------------------------------------------------------------------------------------------------------------------------ Global Inds Ltd COM 379336100 157 40,856 SH SOLE 40,856 - ------------------------------------------------------------------------------------------------------------------------------------ Google Inc CLASS A 38259P508 5,612 16,123 SH SOLE 16,123 - ------------------------------------------------------------------------------------------------------------------------------------ Grand Canyon Education Inc COM 38526M106 4,234 245,313 SH SOLE 245,313 - ------------------------------------------------------------------------------------------------------------------------------------ Greater China Fd Inc COM 39167B102 115 14,154 SH SOLE 14,154 - ------------------------------------------------------------------------------------------------------------------------------------ Group 1 Auto Inc COM 398905109 5,558 397,820 SH SOLE 397,820 - ------------------------------------------------------------------------------------------------------------------------------------ GTx Inc COM 40052B108 1,489 140,712 SH SOLE 140,712 - ------------------------------------------------------------------------------------------------------------------------------------ Gushan Environmental Energy Ltd COM 40330W106 28 16,760 SH SOLE 16,760 - ------------------------------------------------------------------------------------------------------------------------------------ Halozyme Therapeutics Inc COM 40637H109 2,265 414,884 SH SOLE 414,884 - ------------------------------------------------------------------------------------------------------------------------------------ Hasbro Inc. COM 418056107 7,279 290,346 SH SOLE 290,346 - ------------------------------------------------------------------------------------------------------------------------------------ Healthcare Services Group Inc COM 421906108 978 65,301 SH SOLE 65,301 - ------------------------------------------------------------------------------------------------------------------------------------ Helix Energy Solutions Grp Inc COM 42330P107 258 50,194 SH SOLE 50,194 - ------------------------------------------------------------------------------------------------------------------------------------ Helmerich & Payne Inc COM 423452101 470 20,641 SH SOLE 20,641 - ------------------------------------------------------------------------------------------------------------------------------------ Herbalife Ltd. COM G4412G101 3,218 214,833 SH SOLE 214,833 - ------------------------------------------------------------------------------------------------------------------------------------ Hewlett Packard Co COM 428236103 21,182 660,690 SH SOLE 660,690 - ------------------------------------------------------------------------------------------------------------------------------------ Holly Corp COM 435758305 5,074 239,359 SH SOLE 239,359 - ------------------------------------------------------------------------------------------------------------------------------------ Home Depot Inc COM 437076102 36,282 1,539,996 SH SOLE 1,539,996 - ------------------------------------------------------------------------------------------------------------------------------------
Page 6 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Host Hotels & Resorts Inc COM 44107P104 721 183,925 SH SOLE 183,925 - ------------------------------------------------------------------------------------------------------------------------------------ Intel Corp COM 458140100 24,669 1,641,286 SH SOLE 1,641,286 - ------------------------------------------------------------------------------------------------------------------------------------ International Business Machs COM 459200101 13,562 139,977 SH SOLE 139,977 - ------------------------------------------------------------------------------------------------------------------------------------ International Speedway Corp COM 460335201 6,741 305,598 SH SOLE 305,598 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI BRAZIL 464286400 7,915 209,934 SH SOLE 209,934 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI MALAYSIA 464286830 6,296 900,736 SH SOLE 900,736 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI S KOREA 464286772 12,279 431,443 SH SOLE 431,443 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI SINGAPORE 464286673 3,620 574,550 SH SOLE 574,550 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI STH AFRCA 464286780 4,248 114,205 SH SOLE 114,205 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Inc MSCI TAIWAN 464286731 3,799 470,760 SH SOLE 470,760 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr HIGH YLD CORP 464288513 8,895 131,193 SH SOLE 131,193 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr MSCI EMG MKT 464287234 3,210 129,392 SH SOLE 129,392 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr DJ HOME CONSTN 464288752 362 41,420 SH SOLE 41,420 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr FTSE XNHUA IDX 464287184 83,433 2,924,400 SH SOLE 2,924,400 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr MSCI EAFE IDX 464287465 1,072 28,517 SH SOLE 28,517 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr MSCI EMERG MKT 464287234 17,210 693,680 SH SOLE 693,680 - ------------------------------------------------------------------------------------------------------------------------------------ Ishares Tr S&P LTN AM 40 464287390 14,321 558,544 SH SOLE 558,544 - ------------------------------------------------------------------------------------------------------------------------------------ Isis Pharmaceuticals Inc COM 464330109 5,224 348,010 SH SOLE 348,010 - ------------------------------------------------------------------------------------------------------------------------------------ Itron Inc COM 465741106 10,227 215,983 SH SOLE 215,983 - ------------------------------------------------------------------------------------------------------------------------------------ ITT Educational Services Inc COM 45068B109 20,214 166,482 SH SOLE 166,482 - ------------------------------------------------------------------------------------------------------------------------------------ Ja Solar Holdings Co Ltd SPONSORED ADR 466090107 3,859 1,145,046 SH SOLE 1,145,046 - ------------------------------------------------------------------------------------------------------------------------------------ Jpmorgan & Chase & Co COM 46625H100 5,063 190,483 SH SOLE 190,483 - ------------------------------------------------------------------------------------------------------------------------------------ Kinder Morgan Management, LLC COM 49455U100 7,797 191,292 SH SOLE 191,292 - ------------------------------------------------------------------------------------------------------------------------------------ King Pharmaceuticals Inc COM 495582108 1,759 248,766 SH SOLE 248,766 - ------------------------------------------------------------------------------------------------------------------------------------
Page 7 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- King Pharmaceuticals Inc COM 495582108 2,797 395,583 SH SOLE 395,583 - ------------------------------------------------------------------------------------------------------------------------------------ Lifepoint Hospitals Inc COM 53219L109 7,812 374,503 SH SOLE 374,503 - ------------------------------------------------------------------------------------------------------------------------------------ Lilly Eli & Co COM 532457108 12,997 389,001 SH SOLE 389,001 - ------------------------------------------------------------------------------------------------------------------------------------ Lockheed Martin Corp COM 539830109 2,627 38,062 SH SOLE 38,062 - ------------------------------------------------------------------------------------------------------------------------------------ Lowes Cos Inc COM 548661107 24,157 1,323,683 SH SOLE 1,323,683 - ------------------------------------------------------------------------------------------------------------------------------------ Manpower COM 56418H100 966 30,637 SH SOLE 30,637 - ------------------------------------------------------------------------------------------------------------------------------------ ManTech International Corp COM 564563104 6,270 149,648 SH SOLE 149,648 - ------------------------------------------------------------------------------------------------------------------------------------ Market Vectors Etf Tr RUSSIA ETF 57060U506 15,172 1,079,850 SH SOLE 1,079,850 - ------------------------------------------------------------------------------------------------------------------------------------ Martek Biosciences Corp COM 572901106 4,790 262,455 SH SOLE 262,455 - ------------------------------------------------------------------------------------------------------------------------------------ Marvel Entertainment Inc COM 57383T103 7,227 272,200 SH SOLE 272,200 - ------------------------------------------------------------------------------------------------------------------------------------ McDonalds Corp COM 580135101 6,855 125,621 SH SOLE 125,621 - ------------------------------------------------------------------------------------------------------------------------------------ Medco Health Solutions Inc COM 58405U102 7,460 180,453 SH SOLE 180,453 - ------------------------------------------------------------------------------------------------------------------------------------ Medicis Pharmaceutical Corp COM 584690309 4,666 377,239 SH SOLE 377,239 - ------------------------------------------------------------------------------------------------------------------------------------ Merck & Co. Inc. COM 589331107 2,779 103,905 SH SOLE 103,905 - ------------------------------------------------------------------------------------------------------------------------------------ Micro Systems Inc COM 594901100 10,751 573,385 SH SOLE 573,385 - ------------------------------------------------------------------------------------------------------------------------------------ Microsoft Corp COM 594918104 21,626 1,177,230 SH SOLE 1,177,230 - ------------------------------------------------------------------------------------------------------------------------------------ Millicom Intl Cellular S A SHS NEW L6388F110 548 14,782 SH SOLE 14,782 - ------------------------------------------------------------------------------------------------------------------------------------ Monster Worldwide Inc COM 611742107 693 85,072 SH SOLE 85,072 - ------------------------------------------------------------------------------------------------------------------------------------ Mosiac Co COM 61945A107 11,294 269,028 SH SOLE 269,028 - ------------------------------------------------------------------------------------------------------------------------------------ Mps Group Inc COM 553409103 1,543 259,404 SH SOLE 259,404 - ------------------------------------------------------------------------------------------------------------------------------------ Myriad Genetics Inc COM 62855J104 14,807 325,637 SH SOLE 325,637 - ------------------------------------------------------------------------------------------------------------------------------------ Nabors Industries Ltd SHS NEW G6359F103 3,221 322,447 SH SOLE 322,447 - ------------------------------------------------------------------------------------------------------------------------------------ Ncr Corp COM 62886E108 791 99,498 SH SOLE 99,498 - ------------------------------------------------------------------------------------------------------------------------------------ New Jersey Resources Corp. COM 646025106 5,533 162,825 SH SOLE 162,825 - ------------------------------------------------------------------------------------------------------------------------------------
Page 8 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Nii Holdings Inc COM 62913F201 748 49,841 SH SOLE 49,841 - ------------------------------------------------------------------------------------------------------------------------------------ Nippon Teleg & Tel Corp SPONSORED ADR 654624105 8,250 433,502 SH SOLE 433,502 - ------------------------------------------------------------------------------------------------------------------------------------ Noble Corporation SHS NEW G65422100 745 30,909 SH SOLE 30,909 - ------------------------------------------------------------------------------------------------------------------------------------ Norfolk Southern Corp COM 655844108 6,019 178,345 SH SOLE 178,345 - ------------------------------------------------------------------------------------------------------------------------------------ Novartis A G SPONSORED ADR 66987V109 5,575 147,370 SH SOLE 147,370 - ------------------------------------------------------------------------------------------------------------------------------------ Novell Inc COM 670006105 11,110 2,608,020 SH SOLE 2,608,020 - ------------------------------------------------------------------------------------------------------------------------------------ Ntt Docomo Inc SPONSORED ADR 62942M201 4,508 330,284 SH SOLE 330,284 - ------------------------------------------------------------------------------------------------------------------------------------ Nucor Corp COM 670346105 5,420 141,992 SH SOLE 141,992 - ------------------------------------------------------------------------------------------------------------------------------------ O Reilly Automotive Inc COM 686091109 6,005 171,532 SH SOLE 171,532 - ------------------------------------------------------------------------------------------------------------------------------------ Occidental Petroleum Corp COM 674599105 8,640 155,249 SH SOLE 155,249 - ------------------------------------------------------------------------------------------------------------------------------------ Oneok Inc COM 682680103 632 27,910 SH SOLE 27,910 - ------------------------------------------------------------------------------------------------------------------------------------ Oracle Corp COM 68389X105 26,503 1,466,671 SH SOLE 1,466,671 - ------------------------------------------------------------------------------------------------------------------------------------ Ormat Technologies Inc COM 686688102 8,679 316,007 SH SOLE 316,007 - ------------------------------------------------------------------------------------------------------------------------------------ Osi Pharmaceuticals Inc COM 671040103 5,731 149,782 SH SOLE 149,782 - ------------------------------------------------------------------------------------------------------------------------------------ Packaging Corp Amer COM 695156109 1,384 106,301 SH SOLE 106,301 - ------------------------------------------------------------------------------------------------------------------------------------ Partner Communications Co Ltd ADR 70211M109 1,122 74,234 SH SOLE 74,234 - ------------------------------------------------------------------------------------------------------------------------------------ Patterson Uti Energy Inc COM 703481101 376 41,978 SH SOLE 41,978 - ------------------------------------------------------------------------------------------------------------------------------------ Pentair Inc COM 709631105 7,996 368,976 SH SOLE 368,976 - ------------------------------------------------------------------------------------------------------------------------------------ Pepco Holdings Inc COM 713291102 132 10,565 SH SOLE 10,565 - ------------------------------------------------------------------------------------------------------------------------------------ Perot Systems Corp COM 714265105 1,090 84,598 SH SOLE 84,598 - ------------------------------------------------------------------------------------------------------------------------------------ Pg&E Corp COM 69331C108 1,794 46,932 SH SOLE 46,932 - ------------------------------------------------------------------------------------------------------------------------------------ Pharmerica Corp COM 71714F104 3,158 189,775 SH SOLE 189,775 - ------------------------------------------------------------------------------------------------------------------------------------ Philippine Long Distance SPONSORED Tel ADR 718252604 930 21,084 SH SOLE 21,084 - ------------------------------------------------------------------------------------------------------------------------------------ Pitney Bowes Inc COM 724479100 8,853 379,127 SH SOLE 379,127 - ------------------------------------------------------------------------------------------------------------------------------------
Page 9 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Pnc Finl Svcs Group Inc COM 693475105 984 33,600 SH SOLE 33,600 - ------------------------------------------------------------------------------------------------------------------------------------ Precision Drilling Tr Tr Unit TR UNIT 740215108 140 52,126 SH SOLE 52,126 - ------------------------------------------------------------------------------------------------------------------------------------ Progress Software Corp COM 743312100 3,554 204,732 SH SOLE 204,732 - ------------------------------------------------------------------------------------------------------------------------------------ Proshares Tr PSHS ULTRA FINL 74347R743 1,561 598,257 SH SOLE 598,257 - ------------------------------------------------------------------------------------------------------------------------------------ Qlogic Corp COM 747277101 9,587 862,136 SH SOLE 862,136 - ------------------------------------------------------------------------------------------------------------------------------------ Qualcomm Inc COM 747525103 3,824 98,284 SH SOLE 98,284 - ------------------------------------------------------------------------------------------------------------------------------------ Quality Systems Inc COM 747582104 11,481 253,728 SH SOLE 253,728 - ------------------------------------------------------------------------------------------------------------------------------------ Raytheon Co COM 755111507 3,390 87,064 SH SOLE 87,064 - ------------------------------------------------------------------------------------------------------------------------------------ Red Hat Inc COM 756577102 16,238 910,217 SH SOLE 910,217 - ------------------------------------------------------------------------------------------------------------------------------------ Rent-A-Center Inc COM 76009N100 3,321 171,431 SH SOLE 171,431 - ------------------------------------------------------------------------------------------------------------------------------------ Reynolds American Inc COM 761713106 1,497 41,769 SH SOLE 41,769 - ------------------------------------------------------------------------------------------------------------------------------------ Rigel Pharmaceuticals Inc COM 766559603 2,076 338,032 SH SOLE 338,032 - ------------------------------------------------------------------------------------------------------------------------------------ Rogers Commun CLASS B 775109200 858 37,587 SH SOLE 37,587 - ------------------------------------------------------------------------------------------------------------------------------------ Roper Inds Inc COM 776696106 9,585 225,805 SH SOLE 225,805 - ------------------------------------------------------------------------------------------------------------------------------------ Rowan Cos Inc COM 779382100 473 39,478 SH SOLE 39,478 - ------------------------------------------------------------------------------------------------------------------------------------ Rowan Cos Inc COM 779382100 2,673 223,329 SH SOLE 223,329 - ------------------------------------------------------------------------------------------------------------------------------------ Rpm Intl Inc COM 749685103 2,364 185,672 SH SOLE 185,672 - ------------------------------------------------------------------------------------------------------------------------------------ Sanofi Aventis SPONSORED ADR 80105N105 6,721 240,621 SH SOLE 240,621 - ------------------------------------------------------------------------------------------------------------------------------------ Sara Lee Corp COM 803111103 6,121 757,498 SH SOLE 757,498 - ------------------------------------------------------------------------------------------------------------------------------------ Satcon Technology Corp. COM 803893106 24 14,493 SH SOLE 14,493 - ------------------------------------------------------------------------------------------------------------------------------------ Seattle Genetics Inc COM 812578102 3,737 379,007 SH SOLE 379,007 - ------------------------------------------------------------------------------------------------------------------------------------ Sherwin Williams Co COM 824348106 10,801 207,825 SH SOLE 207,825 - ------------------------------------------------------------------------------------------------------------------------------------ Sociedad Quimica y SPON ADR Minera de Chile S.A. SER B 833635105 5,145 193,728 SH SOLE 193,728 - ------------------------------------------------------------------------------------------------------------------------------------ Sohu Com Inc COM 83408W103 6,999 169,430 SH SOLE 169,430 - ------------------------------------------------------------------------------------------------------------------------------------
Page 10 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Sony Corp ADR NEW 835699307 3,373 163,502 SH SOLE 163,502 - ------------------------------------------------------------------------------------------------------------------------------------ SPDR Series Trust BRCLYS YLD ETF 78464A417 8,977 304,938 SH SOLE 304,938 - ------------------------------------------------------------------------------------------------------------------------------------ Spdr Index Shs Fds FDS MIDEAST AFRI 78463X806 2,818 68,641 SH SOLE 68,641 - ------------------------------------------------------------------------------------------------------------------------------------ Spdr Series Trust S&P HOMEBUILD 78464A888 937 88,255 SH SOLE 88,255 - ------------------------------------------------------------------------------------------------------------------------------------ Spdr Tr UNIT SER 1 78462F103 1,055 13,261 SH SOLE 13,261 - ------------------------------------------------------------------------------------------------------------------------------------ Stericycle Inc COM 858912108 28,813 603,662 SH SOLE 603,662 - ------------------------------------------------------------------------------------------------------------------------------------ Strayer Education Inc COM 863236105 6,878 38,241 SH SOLE 38,241 - ------------------------------------------------------------------------------------------------------------------------------------ Sunoco Inc COM 86764P109 16,953 640,205 SH SOLE 640,205 - ------------------------------------------------------------------------------------------------------------------------------------ Sunpower Corp CLASS A 867652109 4,193 176,331 SH SOLE 176,331 - ------------------------------------------------------------------------------------------------------------------------------------ Supervalu COM 868536103 1,236 86,559 SH SOLE 86,559 - ------------------------------------------------------------------------------------------------------------------------------------ Sybase Inc COM 871130100 15,447 509,965 SH SOLE 509,965 - ------------------------------------------------------------------------------------------------------------------------------------ Syneron Medical Ltd ORD SHS M87245102 1,012 170,705 SH SOLE 170,705 - ------------------------------------------------------------------------------------------------------------------------------------ Synnex Corp COM 87162W100 6,454 328,130 SH SOLE 328,130 - ------------------------------------------------------------------------------------------------------------------------------------ Tcf Finl Corp COM 872275102 3,036 258,153 SH SOLE 258,153 - ------------------------------------------------------------------------------------------------------------------------------------ Telecom Italia S P A SPON ADR ORD 87927Y102 686 53,631 SH SOLE 53,631 - ------------------------------------------------------------------------------------------------------------------------------------ Telephone & Data Sys Inc COM 879433100 769 29,009 SH SOLE 29,009 - ------------------------------------------------------------------------------------------------------------------------------------ Templeton Rus And East Eur Fd COM 88022F105 1,648 185,205 SH SOLE 185,205 - ------------------------------------------------------------------------------------------------------------------------------------ Tesoro Corp COM 881609101 12,494 927,510 SH SOLE 927,510 - ------------------------------------------------------------------------------------------------------------------------------------ Tetra Tech Inc COM 88162G103 12,665 621,460 SH SOLE 621,460 - ------------------------------------------------------------------------------------------------------------------------------------ Teva Pharmaceutical Inds Ltd ADR 881624209 15,712 348,763 SH SOLE 348,763 - ------------------------------------------------------------------------------------------------------------------------------------ Texas Instruments Inc COM 882508104 11,144 674,974 SH SOLE 674,974 - ------------------------------------------------------------------------------------------------------------------------------------ Thomas & Betts Corp COM 884315102 1,524 60,903 SH SOLE 60,903 - ------------------------------------------------------------------------------------------------------------------------------------ Tidewater Inc COM 886423102 5,915 159,295 SH SOLE 159,295 - ------------------------------------------------------------------------------------------------------------------------------------ Total S A SPONSORED ADR 89151E109 7,861 160,223 SH SOLE 160,223 - ------------------------------------------------------------------------------------------------------------------------------------
Page 11 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Travelers Companies Inc COM 89417E109 3,485 85,759 SH SOLE 85,759 - ------------------------------------------------------------------------------------------------------------------------------------ Tsakos Energy Navigation Ltd SHS G9108L108 2,332 165,542 SH SOLE 165,542 - ------------------------------------------------------------------------------------------------------------------------------------ Turkcell Iletisim Hizmetleri SPONSORED ADR 900111204 836 68,001 SH SOLE 68,001 - ------------------------------------------------------------------------------------------------------------------------------------ Tyco Intl Ltd Bermuda SHS G9143X208 4,097 209,478 SH SOLE 209,478 - ------------------------------------------------------------------------------------------------------------------------------------ Ual Corp COM 902549807 339 75,666 SH SOLE 75,666 - ------------------------------------------------------------------------------------------------------------------------------------ Ugi Corp COM 902681105 8,484 359,343 SH SOLE 359,343 - ------------------------------------------------------------------------------------------------------------------------------------ Umpqua Hldgs Corp COM 904214103 1,308 144,357 SH SOLE 144,357 - ------------------------------------------------------------------------------------------------------------------------------------ Union Pac Corp COM 907818108 6,516 158,510 SH SOLE 158,510 - ------------------------------------------------------------------------------------------------------------------------------------ United Technologies Corp COM 913017109 6,399 148,887 SH SOLE 148,887 - ------------------------------------------------------------------------------------------------------------------------------------ UnitedHealth Group Inc COM 91324P102 1,079 51,564 SH SOLE 51,564 - ------------------------------------------------------------------------------------------------------------------------------------ Universal Corp Va COM 913456109 4,428 147,980 SH SOLE 147,980 - ------------------------------------------------------------------------------------------------------------------------------------ Universal Hlth Svcs Inc CLASS B 913903100 6,595 172,011 SH SOLE 172,011 - ------------------------------------------------------------------------------------------------------------------------------------ Us Bancorp Del COM 902973304 1,270 86,903 SH SOLE 86,903 - ------------------------------------------------------------------------------------------------------------------------------------ Valero Energy Corp COM 91913Y100 8,610 481,011 SH SOLE 481,011 - ------------------------------------------------------------------------------------------------------------------------------------ Vanguard Intl Equity EMR MKT Index Fd ETF 922042858 9,395 398,780 SH SOLE 398,780 - ------------------------------------------------------------------------------------------------------------------------------------ Vca Antech Inc COM 918194101 7,274 322,591 SH SOLE 322,591 - ------------------------------------------------------------------------------------------------------------------------------------ Veolia Environnement SPONSORED ADR 92334N103 3,597 172,117 SH SOLE 172,117 - ------------------------------------------------------------------------------------------------------------------------------------ Verizon Communications Inc COM 92343V104 1,144 37,869 SH SOLE 37,869 - ------------------------------------------------------------------------------------------------------------------------------------ Vimpel Communications SPONSORED ADR 68370R109 4,180 639,206 SH SOLE 639,206 - ------------------------------------------------------------------------------------------------------------------------------------ Viropharma Inc COM 928241108 4,668 889,235 SH SOLE 889,235 - ------------------------------------------------------------------------------------------------------------------------------------ Wal Mart Stores Inc COM 931142103 8,058 154,661 SH SOLE 154,661 - ------------------------------------------------------------------------------------------------------------------------------------ Walgreen Co COM 931422109 1,357 52,279 SH SOLE 52,279 - ------------------------------------------------------------------------------------------------------------------------------------ Watson Pharmaceuticals Inc COM 942683103 8,022 257,859 SH SOLE 257,859 - ------------------------------------------------------------------------------------------------------------------------------------
Page 12 of 12 03/31/09 FORM 13F INFORMATION TABLE Name of Reporting Manager: Leuthold Weeden Capital Management, LLC
Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8: - ----------------------------------------------------------------------------------------------------------------------------------- Title Market of CUSIP Value Shares or Other Name of Issuer Class Number (x$1,000) Principal Amount Investment Discretion Managers Voting Authority - ----------------------------------------------------------------------------------------------------------------------------------- SH/ Put/ Shared- Shared- PRN Call Sole Defined Other Sole Shared None - ----------------------------------------------------------------------------------------------------------------------------------- Watts Water Technologies COM 942749102 1,338 68,419 SH SOLE 68,419 - ------------------------------------------------------------------------------------------------------------------------------------ Westar Energy Inc COM 95709T100 1,991 113,602 SH SOLE 113,602 - ------------------------------------------------------------------------------------------------------------------------------------ Wind River Systems COM 973149107 3,442 537,889 SH SOLE 537,889 - ------------------------------------------------------------------------------------------------------------------------------------ Wipro Ltd SPONSORED ADR 1 97651M109 1,292 181,702 SH SOLE 181,702 - ------------------------------------------------------------------------------------------------------------------------------------ WisdomTree Dreyfus BRAZILN RL ETF 97717W240 21,793 1,140,991 SH SOLE 1,140,991 - ------------------------------------------------------------------------------------------------------------------------------------ Woodward Governor Co COM 980745103 958 85,707 SH SOLE 85,707 - ------------------------------------------------------------------------------------------------------------------------------------ Zebra Technologies Corp CLASS A 989207105 952 50,046 SH SOLE 50,046 - ------------------------------------------------------------------------------------------------------------------------------------ TOTAL 1,822,985 - ------------------------------------------------------------------------------------------------------------------------------------
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