Bodri Capital Management

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

Bodri Capital Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sunedison 11.71 1280000 18.88 0.00
LRCX Lam Research Corporation 5.43 -25.00% 150000 74.70 71.66
MTZ MasTec 4.45 +400.00% 300000 30.62 27.35
HD Home Depot 4.22 +18.00% 95000 91.74 93.53
CLNY Colony Financial 3.80 350000 22.38 21.33
ACAD ACADIA Pharmaceuticals 3.60 +140.00% 300000 24.76 26.69
DAL Delta Air Lines 3.50 NEW 200000 36.15 37.21
IP International Paper Company 3.47 +200.00% 150000 47.74 48.80
SNCR Synchronoss Technologies 3.22 +7.00% 145000 45.78 45.58
ARCC Ares Capital Corporation 3.13 NEW 400000 16.16 16.04
TER Teradyne 3.05 +18.00% 325000 19.39 17.65
Methanex 2.91 +50.00% 90000 66.80 0.00
LEN Lennar Corporation 2.35 NEW 125000 38.83 43.56
MTRX Matrix Service Company 2.34 NEW 200000 24.12 23.45
TEX Terex Corporation 2.31 NEW 150000 31.77 28.79
American Homes 4 Rent-a reit 2.25 NEW 275000 16.89 0.00
JNPR Juniper Networks 1.88 NEW 175000 22.15 19.91
KKD Krispy Kreme Doughnuts 1.87 NEW 225000 17.16 17.32
Kinder Morgan 1.86 NEW 100000 38.34 0.00
REN Resolute Energy 1.82 -14.00% 600000 6.27 3.69
PWR Quanta Services 1.76 +33.00% 100000 36.29 32.55
DHI D.R. Horton 1.74 NEW 175000 20.52 22.39
SWN Southwestern Energy Company 1.69 NEW 100000 34.95 31.81
RRGB Red Robin Gourmet Burgers 1.65 NEW 60000 56.90 51.26
ADSK Autodesk 1.60 NEW 60000 55.10 52.53
UCTT Ultra Clean Holdings 1.52 350000 8.95 7.98
PHM Pulte 1.50 NEW 175000 17.66 19.27
NKTR Nektar Therapeutics 1.46 250000 12.07 12.90
Francescas Hldgs 1.35 NEW 200000 13.93 0.00
EXPR Express 1.32 NEW 175000 15.61 14.29
CODE Spansion 1.23 111000 22.79 17.15
TXRH Texas Roadhouse 1.21 NEW 90000 27.84 27.69
EOG EOG Resources 1.20 +25.00% 25000 99.04 95.00
JEC Jacobs Engineering 1.18 NEW 50000 48.82 46.80
Fireeye 1.11 NEW 75000 30.56 0.00
EXTR Extreme Networks 1.04 NEW 450000 4.79 3.19
CPST Capstone Turbine Corporation 0.96 +5.00% 1850000 1.07 0.80
FTNT Fortinet 0.92 +50.00% 75000 25.27 25.42
Bloomin Brands 0.89 NEW 100000 18.34 0.00
CSIQ Canadian Solar 0.87 -66.00% 50000 35.78 30.09
MWA Mueller Water Products 0.76 NEW 188780 8.28 9.08
KBR KBR 0.69 NEW 76000 18.83 18.51
ENOC EnerNOC 0.62 NEW 75000 16.96 13.98
PSUN Pacific Sunwear of California 0.44 NEW 500000 1.80 1.61
Westport Innovations 0.38 NEW 75000 10.51 0.00
Arris 0.34 NEW 25000 28.36 0.00
RUTH Ruth's Hospitality 0.32 NEW 60000 11.03 11.12
FINL Finish Line 0.30 NEW 25000 25.04 25.04
CPN Calpine Corporation 0.26 NEW 25000 21.72 21.36
ERII Energy Recovery 0.17 NEW 100000 3.54 4.31
Silver Spring Networks 0.17 NEW 36706 9.64 0.00
Marvell Technology 0.16 NEW 25000 13.48 0.00

Past 13F-HR SEC Filings for Bodri Capital Management