Bodri Capital Management

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

Bodri Capital Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sunedison 12.06 1280000 18.84 0.00
LRCX Lam Research Corporation 5.50 +100.00% 200000 55.00 69.82
Us Silica Hldgs 4.77 +25.00% 250000 38.17 0.00
URI United Rentals 4.75 100000 94.94 105.33
MTZ MasTec 4.35 +39.00% 200000 43.44 27.22
KBR KBR 4.00 NEW 300000 26.68 20.51
LEN Lennar Corporation 3.96 NEW 200000 39.62 36.20
CLNY Colony Financial 3.84 +1613.00% 350000 21.95 22.16
COG Cabot Oil & Gas Corporation 3.81 NEW 225000 33.88 33.01
HAL Halliburton Company 3.68 NEW 125000 58.89 68.67
ROSE Rosetta Resources 2.91 +150.00% 125000 46.58 50.24
REN Resolute Energy 2.52 +52.00% 700000 7.20 7.53
AINV Apollo Investment 2.49 NEW 600000 8.31 8.47
ACAD ACADIA Pharmaceuticals 2.43 +33.00% 200000 24.33 20.47
BAS Basic Energy Services 2.33 -2.00% 170000 27.41 23.98
SWN Southwestern Energy Company 2.30 NEW 100000 46.01 40.76
UPL Ultra Petroleum 2.02 NEW 150000 26.89 23.06
CSIQ Canadian Solar 2.00 125000 32.04 23.95
CPST Capstone Turbine Corporation 1.86 +18.00% 1749901 2.13 1.38
American Residential Pptys I 1.80 NEW 200000 17.98 0.00
TER Teradyne 1.74 NEW 175000 19.89 18.12
KLAC KLA-Tencor Corporation 1.73 -50.00% 50000 69.14 71.58
DVN Devon Energy Corporation 1.67 NEW 50000 66.94 75.26
SNCR Synchronoss Technologies 1.54 +28.00% 90000 34.29 39.74
RES RPC 1.53 NEW 150000 20.42 22.16
Halliburton Co option 1.53 NEW 3000 1017.67 0.00
Baytex Energy 1.44 -53.00% 70000 41.13 0.00
Tangoe 1.39 NEW 150000 18.59 0.00
PWR Quanta Services 1.38 NEW 75000 36.91 33.65
Mrc Global Inc cmn 1.35 NEW 100000 26.96 0.00
CBI Chicago Bridge & Iron Company N.V. 1.31 NEW 30000 87.17 59.96
EBAY eBay 1.24 NEW 45000 55.24 52.77
C&j Energy Services 1.17 NEW 80000 29.16 0.00
IP International Paper Company 1.15 50000 45.88 47.74
TEX Terex Corporation 1.11 50000 44.30 33.89
TIBX Tibco Software 1.02 NEW 100000 20.32 19.20
EOG EOG Resources 0.98 10000 196.20 109.03
CODE Spansion 0.97 NEW 111000 17.42 19.21
PQ PetroQuest Energy 0.80 NEW 279700 5.70 6.19
FLR Fluor Corporation 0.78 NEW 20000 77.75 74.30
Hannon Armstrong stock 0.26 NEW 36693 14.36 0.00
Ltx Credence Corporation 0.21 -86.00% 46544 8.92 0.00
KWK Quicksilver Resources 0.17 NEW 126115 2.63 1.89
DY Dycom Industries 0.08 -92.00% 5000 31.60 27.94
Lam Research Common Stock cmn 0.05 NEW 1000 102.00 0.00

Past 13F-HR SEC Filings for Bodri Capital Management