Bodri Capital Management

Latest statistics and disclosures from Bodri Capital Management's latest quarterly 13F-HR filing:

Bodri Capital Management portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sunedison 6.44 -16.00% 500000 24.00 0.00
LRCX Lam Research Corporation 5.66 150000 70.23 78.20
SNCR Synchronoss Technologies 4.84 +22.00% 190000 47.46 41.93
Fireeye 4.74 225000 39.25 0.00
FTNT Fortinet 4.69 +25.00% 250000 34.95 33.20
F Ford Motor Company 4.33 +25.00% 500000 16.14 15.85
MW Men's Wearhouse 3.50 125000 52.20 48.01
COF Capital One Financial 2.96 +75.00% 70000 78.81 77.96
DFS Discover Financial Services 2.87 +90.00% 95000 56.35 58.01
TJX TJX Companies 2.82 75000 70.05 67.66
CLNY Colony Financial 2.78 +100.00% 200000 25.92 24.85
EXP Eagle Materials 2.69 NEW 60000 83.57 81.98
KKD Krispy Kreme Doughnuts 2.68 -16.00% 250000 19.99 20.38
HUN Huntsman Corporation 2.68 NEW 225000 22.17 21.77
PIR Pier 1 Imports 2.63 NEW 350000 13.98 12.41
MU Micron Technology 2.55 -12.00% 175000 27.13 27.78
URI United Rentals 2.45 NEW 50000 91.16 88.12
CY Cypress Semiconductor Corporation 2.44 NEW 321867 14.11 15.52
FINL Finish Line 2.30 +16.00% 175000 24.52 24.26
CX Cemex SAB de CV 2.29 NEW 450000 9.47 9.12
KS KapStone Paper and Packaging 2.20 +212.00% 125000 32.84 31.46
M/a 2.20 NEW 110000 37.26 0.00
Bonanza Creek Energy Inc cs 1.99 NEW 150000 24.66 0.00
SM SM Energy 1.94 NEW 70000 51.69 44.56
Wendy's/arby's 1.76 300000 10.90 0.00
CRS Carpenter Technology Corporation 1.67 NEW 80000 38.88 38.02
NFX Newfield Exploration 1.60 NEW 85000 35.09 31.37
MWA Mueller Water Products 1.59 NEW 300000 9.85 9.15
KBR KBR 1.55 NEW 200000 14.48 14.89
UCTT Ultra Clean Holdings 1.54 -11.00% 400000 7.15 8.05
Laredo Petroleum Holdings 1.40 NEW 200000 13.04 0.00
PWR Quanta Services 1.38 NEW 90000 28.53 28.12
ROSE Rosetta Resources 1.37 NEW 150000 17.02 17.15
SMTC Semtech Corporation 1.29 NEW 90000 26.64 27.13
OAS Oasis Petroleum 1.15 NEW 150000 14.22 13.82
PVA Penn Virginia Corporation 1.04 NEW 300000 6.48 6.36
EOG EOG Resources 0.98 NEW 20000 91.70 86.44
PRIM Primoris Services 0.92 NEW 100000 17.19 16.99
VDSI VASCO Data Security International 0.87 NEW 75000 21.55 21.85
Seagate Technology Com Stk 0.84 NEW 30000 52.03 0.00
NKTR Nektar Therapeutics 0.59 NEW 100000 11.00 12.82
Michael Kors Holdings Ltd shs 0.53 NEW 15000 65.73 0.00
TIF Tiffany & Co. 0.47 NEW 10000 88.00 83.92
Matador Resources 0.47 NEW 40000 21.92 0.00
FLS Flowserve Corporation 0.30 NEW 10000 56.50 57.90

Past 13F-HR SEC Filings for Bodri Capital Management