Clover Partners as of Sept. 30, 2013
Portfolio Holdings for Clover Partners
Clover Partners holds 28 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 |
|---|---|---|---|---|---|
| Genworth Financial (GNW) | 9.3 | $13M | 980k | 12.80 | |
| Arch Capital Group (ACGL) | 7.4 | $10M | 184k | 54.13 | |
| WellPoint | 7.3 | $9.8M | 118k | 83.61 | |
| Synopsys (SNPS) | 7.1 | $9.6M | 255k | 37.70 | |
| Lender Processing Services | 6.7 | $9.1M | 273k | 33.27 | |
| Chesapeake Energy Corporation | 6.4 | $8.7M | 336k | 25.88 | |
| MGIC Investment (MTG) | 6.3 | $8.5M | 1.2M | 7.28 | |
| Nasdaq Omx (NDAQ) | 5.8 | $7.8M | 242k | 32.11 | |
| RF Micro Devices | 5.0 | $6.8M | 1.2M | 5.64 | |
| Tempur-Pedic International (TPX) | 4.9 | $6.6M | 150k | 43.96 | |
| Capella Education Company | 4.9 | $6.6M | 116k | 56.56 | |
| Weatherford International Lt reg | 3.4 | $4.6M | 299k | 15.33 | |
| Ceva (CEVA) | 2.9 | $4.0M | 230k | 17.25 | |
| Laboratory Corp. of America Holdings (LH) | 2.8 | $3.8M | 39k | 99.15 | |
| Raytheon Company | 2.4 | $3.3M | 43k | 77.07 | |
| Exterran Holdings | 2.4 | $3.2M | 116k | 27.57 | |
| Lincoln Electric Holdings (LECO) | 2.0 | $2.8M | 42k | 66.63 | |
| Hollyfrontier Corp | 1.9 | $2.5M | 59k | 42.11 | |
| Citrix Systems | 1.8 | $2.4M | 34k | 70.60 | |
| Xilinx | 1.7 | $2.3M | 50k | 46.86 | |
| Plum Creek Timber | 1.4 | $1.9M | 40k | 46.82 | |
| Sonus Networks | 1.3 | $1.7M | 511k | 3.37 | |
| DeVry | 1.2 | $1.6M | 53k | 30.55 | |
| Deltic Timber Corporation | 1.0 | $1.3M | 20k | 65.13 | |
| CoreLogic | 0.9 | $1.2M | 44k | 27.04 | |
| Paccar (PCAR) | 0.6 | $835k | 15k | 55.67 | |
| Mbia (MBI) | 0.6 | $788k | 77k | 10.22 | |
| Xylem (XYL) | 0.5 | $726k | 26k | 27.92 |
