Bodri Capital Management

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

Bodri Capital Management portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sunedison 14.92 1280000 22.60 0.00
LRCX Lam Research Corporation 6.97 200000 67.58 71.16
URI United Rentals 5.40 100000 104.73 115.29
HAL Halliburton Company 4.58 125000 71.01 69.23
CLNY Colony Financial 4.19 350000 23.22 22.16
ROSE Rosetta Resources 3.82 +8.00% 135000 54.85 50.47
HD Home Depot 3.34 NEW 80000 80.96 87.32
REN Resolute Energy 3.12 700000 8.64 7.56
Energy Xxi 3.06 NEW 250810 23.63 0.00
TER Teradyne 2.78 +57.00% 275000 19.60 19.55
BAS Basic Energy Services 2.56 170000 29.22 23.70
SNCR Synchronoss Technologies 2.43 +50.00% 135000 34.96 40.92
CSIQ Canadian Solar 2.42 +20.00% 150000 31.26 34.72
Baytex Energy 2.38 +42.00% 100000 46.15 0.00
Mrc Global Inc cmn 2.19 +50.00% 150000 28.29 0.00
DVN Devon Energy Corporation 2.05 50000 79.40 73.77
Methanex 1.91 NEW 60000 61.78 0.00
Bonanza Creek Energy 1.77 NEW 60000 57.18 0.00
GPS Gap 1.72 NEW 80000 41.58 42.59
NKTR Nektar Therapeutics 1.64 NEW 247850 12.82 13.71
UCTT Ultra Clean Holdings 1.63 NEW 350000 9.05 10.15
PIR Pier 1 Imports 1.59 NEW 200000 15.41 15.89
PQ PetroQuest Energy 1.55 +43.00% 400000 7.52 6.16
ACAD ACADIA Pharmaceuticals 1.46 -37.00% 125000 22.59 22.47
Axiall 1.46 NEW 60000 47.27 0.00
ZION Zions Bancorporation 1.44 NEW 95000 29.47 28.52
FITB Fifth Third Ban 1.38 NEW 125000 21.35 20.09
CPST Capstone Turbine Corporation 1.36 1749901 1.51 1.21
PWR Quanta Services 1.34 75000 34.59 35.34
Rsp Permian 1.34 NEW 79857 32.45 0.00
IP International Paper Company 1.30 50000 50.48 47.78
UMPQ Umpqua Holdings Corporation 1.29 NEW 140000 17.92 17.23
EOG EOG Resources 1.21 +100.00% 20000 116.85 106.72
CODE Spansion 1.21 111000 21.07 19.99
Tangoe 1.17 150000 15.06 0.00
TIBX Tibco Software 1.15 -73.00% 26516 84.10 21.27
SM SM Energy 1.10 NEW 160000 13.33 77.84
MTZ MasTec 0.95 -70.00% 60000 30.82 29.31
REXX Rex Energy Corporation 0.69 NEW 75000 17.71 14.40
FTNT Fortinet 0.65 NEW 50000 25.14 25.72
Hannon Armstrong stock 0.64 +136.00% 86693 14.34 0.00
AEIS Advanced Energy Industries 0.41 NEW 41266 19.24 18.88
MXWL Maxwell Technologies 0.30 NEW 38300 15.12 9.83
Home Depot Inc Com Stk 0.08 NEW 1000 158.00 0.00
IPAS iPass 0.06 NEW 100000 1.20 1.31

Past 13F-HR SEC Filings for Bodri Capital Management