Bodri Capital Management

Bodri Capital Management as of Sept. 30, 2013

Portfolio Holdings for Bodri Capital Management

Bodri Capital Management holds 52 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sunedison 6.0 $10M 1.3M 7.97
Ford Motor Company (F) 4.9 $8.4M 500k 16.87
Freeport-McMoRan Copper & Gold (FCX) 3.9 $6.6M 200k 33.08
Industries N shs - a - (LYB) 3.8 $6.6M 90k 73.23
Baytex Energy Corp (BTE) 3.6 $6.2M 150k 41.27
KLA-Tencor Corporation (KLAC) 3.5 $6.1M 100k 60.85
United Rentals (URI) 3.4 $5.8M 100k 58.29
Proshares Ultrashort Qqq 3.3 $5.7M 300k 19.01
Lam Research Corporation (LRCX) 3.0 $5.1M 100k 51.20
Superior Energy Services 2.9 $5.0M 200k 25.04
Us Silica Hldgs (SLCA) 2.9 $5.0M 200k 24.90
General Electric Company 2.8 $4.8M 200k 23.89
Regal-beloit Corporation (RRX) 2.8 $4.8M 70k 67.93
Ann 2.6 $4.5M 125k 36.22
MasTec (MTZ) 2.5 $4.3M 143k 30.30
Autodesk (ADSK) 2.4 $4.1M 100k 41.17
ACADIA Pharmaceuticals (ACAD) 2.4 $4.1M 150k 27.47
Fortinet (FTNT) 2.4 $4.1M 200k 20.26
Resolute Energy 2.2 $3.8M 460k 8.36
Aruba Networks 2.2 $3.7M 225k 16.64
Tyson Foods (TSN) 2.1 $3.7M 130k 28.28
U.S. Bancorp (USB) 2.1 $3.7M 100k 36.58
Proshs Ultrashrt S&p500 Prosha etf 2.1 $3.7M 100k 36.58
Proshares Ultrashort Russell 2000 2.1 $3.6M 250k 14.50
Cameron International Corporation 2.0 $3.5M 60k 58.37
Rosetta Resources 1.6 $2.7M 50k 54.48
Arris 1.6 $2.7M 160k 17.05
Patterson-UTI Energy (PTEN) 1.6 $2.7M 125k 21.38
Synchronoss Technologies 1.6 $2.7M 70k 38.06
Matador Resources (MTDR) 1.4 $2.4M 150k 16.33
Invesco Mortgage Capital 1.4 $2.3M 150k 15.39
Ltx Credence Corporation 1.3 $2.3M 350k 6.59
International Paper Company (IP) 1.3 $2.2M 50k 44.80
Primoris Services (PRIM) 1.3 $2.2M 88k 25.49
Basic Energy Services 1.3 $2.2M 175k 12.64
Canadian Solar (CSIQ) 1.2 $2.1M 125k 16.99
Textainer Group Holdings (TGH) 1.1 $1.9M 50k 37.88
TAL International 1.1 $1.9M 40k 46.72
Dycom Industries (DY) 1.1 $1.8M 65k 27.98
Campus Crest Communities 1.0 $1.8M 165k 10.80
Capstone Turbine Corporation 1.0 $1.7M 1.5M 1.17
EOG Resources (EOG) 1.0 $1.7M 10k 169.30
Terex Corporation (TEX) 1.0 $1.7M 50k 33.60
FormFactor (FORM) 0.6 $1.0M 150k 6.86
Hatteras Financial 0.6 $936k 50k 18.72
Oasis Petroleum 0.4 $737k 15k 49.13
Key Energy Services 0.4 $729k 100k 7.29
JinkoSolar Holding (JKS) 0.3 $474k 21k 22.57
Diamondback Energy (FANG) 0.2 $426k 10k 42.60
Colony Financial 0.2 $408k 20k 19.98
Gulfport Energy Corporation 0.2 $322k 5.0k 64.40
Anworth Mortgage Asset Corporation 0.1 $242k 50k 4.84