Daruma Asset Management as of Dec. 31, 2010
Portfolio Holdings for Daruma Asset Management
Daruma Asset Management holds 54 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allscripts Healthcare Solutions (MDRX) | 4.4 | $75M | 3.9M | 19.27 | |
| First American Financial (FAF) | 4.3 | $75M | 5.0M | 14.94 | |
| Wright Express Corporation | 4.1 | $70M | 1.5M | 46.00 | |
| Interface | 3.8 | $66M | 4.2M | 15.68 | |
| Shutterfly | 3.8 | $65M | 1.9M | 34.89 | |
| Progress Software Corporation (PRGS) | 3.8 | $65M | 1.5M | 42.40 | |
| 99 Cents Only Stores | 3.7 | $64M | 4.0M | 15.94 | |
| AMERIGROUP Corporation | 3.7 | $64M | 1.4M | 43.92 | |
| CoStar (CSGP) | 3.6 | $62M | 1.1M | 57.56 | |
| Maximus (MMS) | 3.3 | $56M | 858k | 65.58 | |
| PMC-Sierra | 3.2 | $56M | 6.5M | 8.59 | |
| Validus Holdings | 3.2 | $55M | 1.8M | 30.61 | |
| Knoll | 3.1 | $53M | 3.2M | 16.73 | |
| Brady Corporation (BRC) | 3.1 | $53M | 1.6M | 32.61 | |
| Bally Technologies | 2.9 | $50M | 1.2M | 42.19 | |
| Convergys Corporation | 2.8 | $49M | 3.7M | 13.17 | |
| Air Methods Corporation | 2.8 | $49M | 870k | 56.27 | |
| United Stationers | 2.8 | $48M | 753k | 63.81 | |
| Rovi Corporation | 2.8 | $48M | 775k | 62.01 | |
| Semtech Corporation (SMTC) | 2.8 | $48M | 2.1M | 22.64 | |
| Wabtec Corporation (WAB) | 2.8 | $48M | 900k | 52.89 | |
| Cadence Design Systems (CDNS) | 2.8 | $47M | 5.7M | 8.26 | |
| Advantage Oil & Gas | 2.7 | $47M | 6.9M | 6.80 | |
| Sotheby's | 2.7 | $46M | 1.0M | 45.00 | |
| Lululemon Athletica (LULU) | 2.6 | $46M | 665k | 68.42 | |
| Chiquita Brands International | 2.4 | $42M | 3.0M | 14.02 | |
| Littelfuse (LFUS) | 2.4 | $41M | 860k | 47.06 | |
| MGIC Investment (MTG) | 2.3 | $40M | 3.9M | 10.19 | |
| Iconix Brand | 2.3 | $39M | 2.0M | 19.31 | |
| Healthsouth | 2.3 | $39M | 1.9M | 20.71 | |
| Acxiom Corporation | 2.2 | $38M | 2.2M | 17.15 | |
| United Natural Foods (UNFI) | 2.2 | $38M | 1.0M | 36.68 | |
| K12 | 1.0 | $17M | 597k | 28.66 | |
| Lumber Liquidators Holdings (LL) | 0.7 | $11M | 452k | 24.91 | |
| Pinnacle Entertainment | 0.3 | $6.0M | 429k | 14.02 | |
| J. Crew | 0.1 | $1.3M | 29k | 43.15 | |
| Cit | 0.0 | $444k | 9.4k | 47.08 | |
| Verisign (VRSN) | 0.0 | $463k | 14k | 32.70 | |
| Monster Worldwide | 0.0 | $505k | 21k | 23.61 | |
| Atmel Corporation | 0.0 | $528k | 43k | 12.32 | |
| Armstrong World Industries (AWI) | 0.0 | $527k | 12k | 43.02 | |
| Mednax (MD) | 0.0 | $497k | 7.4k | 67.34 | |
| Cerner Corporation | 0.0 | $426k | 4.5k | 94.67 | |
| Forest Oil Corporation | 0.0 | $399k | 11k | 37.93 | |
| International Game Technology | 0.0 | $322k | 18k | 17.66 | |
| Dun & Bradstreet Corporation | 0.0 | $406k | 4.9k | 82.19 | |
| Community Health Systems (CYH) | 0.0 | $385k | 10k | 37.34 | |
| Regal-beloit Corporation (RRX) | 0.0 | $325k | 4.9k | 66.74 | |
| MEMC Electronic Materials | 0.0 | $338k | 30k | 11.27 | |
| Cameron International Corporation | 0.0 | $260k | 5.1k | 50.78 | |
| Brocade Communications Systems | 0.0 | $308k | 58k | 5.30 | |
| CoreLogic | 0.0 | $283k | 15k | 18.51 | |
| Valeant Pharmaceuticals Int | 0.0 | $383k | 14k | 28.25 | |
| QEP Resources | 0.0 | $395k | 11k | 36.34 |
