WESTCLIFF CAPITAL MANAGEMENT

Latest statistics and disclosures from WESTCLIFF CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

WESTCLIFF CAPITAL MANAGEMENT portfolio companies for September 2012 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
ARR ARMOUR Residential REIT 8.83 +61.00% 742957 7.66 4.25
American Capital Mortgage In 7.41 +291.00% 190142 25.13 0.00
IVR Invesco Mortgage Capital 4.68 +42.00% 149979 20.13 17.37
SPRT Support 4.59 -11.00% 698832 4.23 2.42
Western Asset Mortgage cmn 3.44 NEW 100000 22.20 0.00
Apollo Residential Mortgage 3.25 +19.00% 94987 22.05 0.00
HERO Hercules Offshore 2.87 -22.00% 379290 4.87 3.88
CMO Capstead Mortgage Corporation 2.84 +93.00% 135870 13.49 13.23
* Barrick Gold 2.58 -39.00% 39764 41.77 0.00
Cys Investments 2.56 +223.00% 117300 14.09 0.00
CRUS Cirrus Logic 2.47 +42.00% 41418 38.39 24.29
Ag Mtg Invt Tr 2.39 NEW 63900 24.13 0.00
STC Stewart Information Services Corporation 2.37 NEW 75800 20.15 30.41
CYNO Cynosure 2.35 +13.00% 57400 26.36 20.81
MGAM Multimedia Games 2.24 91770 15.73 30.25
NCV AGIC Convertible & Income Fund 2.05 +2.00% 140049 9.44 10.39
Mattersight 2.00 +18.00% 218127 5.92 0.00
HZO MarineMax 1.98 +46.00% 153980 8.29 16.23
NCZ Nicholas-Applegate Conv. & Inc Fund II 1.97 -11.00% 146608 8.66 9.67
FAF First American Financial 1.91 NEW 56860 21.67 27.86
WNC Wabash National Corporation 1.90 -20.00% 171450 7.13 13.86
Agni 1.90 -41.00% 23641 51.86 0.00
Kinross Gold 1.75 -41.00% 110200 10.21 0.00
Gold 1.71 -41.00% 23997 45.84 0.00
NEM Newmont Mining Corporation 1.62 -41.00% 18643 56.00 25.35
MU Micron Technology 1.59 +140.00% 171760 5.98 33.33
INFN Infinera 1.59 +56.00% 186470 5.48 9.20
SIMO Silicon Motion Technology 1.59 -30.00% 69420 14.78 23.63
UTEK Ultratech 1.52 -17.00% 31311 31.39 23.73
BLDR Builders FirstSource 1.51 -15.00% 187520 5.19 6.80
PKT Procera Networks 1.41 -23.00% 38805 23.50 10.14
MFA MFA Mortgage Investments 1.36 NEW 103300 8.50 8.32
Magnachip Semiconductor 1.26 -27.00% 68570 11.80 0.00
HTCH Hutchinson Technology Incorporated 1.25 -42.00% 461268 1.75 2.08
PWR Quanta Services 1.20 -44.00% 31340 24.70 35.31
RJET Republic Airways Holdings 1.06 +36.00% 147440 4.63 10.95
ARII American Railcar Industries 1.00 NEW 22700 28.33 67.80
XCO EXCO Resources 0.93 -31.00% 74550 8.01 4.96
SKYW SkyWest 0.93 NEW 58302 10.33 12.10
treasur island rty Tr Unit 0.89 -11.00% 526374 1.09 0.00
KLIC Kulicke and Soffa Industries 0.84 NEW 52040 10.40 14.19
USNA USANA Health Sciences 0.80 NEW 11060 46.47 71.11
TGI Triumph 0.77 +58.00% 7930 62.55 66.25
TRN Trinity Industries 0.75 NEW 16070 29.99 46.00
AEGEAN MARINE PETROLEUM Networ Com Stk 0.73 -40.00% 77480 6.07 0.00
EPAY Bottomline Technologies 0.69 NEW 18090 24.71 28.35
BBSI Barrett Business Services 0.69 NEW 16542 27.08 52.25
ISSI Integrated Silicon Solution 0.60 -22.00% 41673 9.26 15.50
ARAY Accuray Incorporated 0.44 -55.00% 40570 7.07 8.85
SAIA Saia 0.41 NEW 13080 20.11 46.89
STMP Stamps 0.36 -79.00% 9971 23.17 34.38
SIMG Silicon Image 0.18 NEW 24860 4.59 4.82
Cryoport 0.00 -99.00% 10000 0.20 0.00
cryoport inc Warrants 2/14/16 0.00 1642857 0.00 0.00

Past 13F-HR SEC Filings for WESTCLIFF CAPITAL MANAGEMENT