Daruma Asset Management

Daruma Capital Management as of Dec. 31, 2013

Portfolio Holdings for Daruma Capital Management

Daruma Capital Management holds 74 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Acxiom Corporation 4.3 $104M 2.8M 36.98
DealerTrack Holdings 3.9 $94M 1.9M 48.08
Wright Express (WEX) 3.6 $87M 882k 99.03
Brunswick Corporation (BC) 3.6 $86M 1.9M 46.06
Monro Muffler Brake (MNRO) 3.5 $84M 1.5M 56.36
Shutterfly 3.5 $83M 1.6M 50.93
Carrizo Oil & Gas 3.3 $80M 1.8M 44.77
Wabtec Corporation (WAB) 3.3 $80M 1.1M 74.27
CoStar (CSGP) 3.3 $79M 428k 184.58
Maximus (MMS) 3.2 $78M 1.8M 43.99
Healthsouth 3.2 $78M 2.3M 33.32
Texas Capital Bancshares (TCBI) 3.2 $76M 1.2M 62.20
Interface (TILE) 3.2 $76M 3.5M 21.96
Pacira Pharmaceuticals (PCRX) 3.1 $75M 1.3M 57.49
Armstrong World Industries (AWI) 3.0 $73M 1.3M 57.61
Francescas Hldgs Corp 3.0 $72M 3.9M 18.40
Beacon Roofing Supply (BECN) 2.9 $71M 1.7M 40.28
Scorpio Tankers 2.9 $70M 5.9M 11.79
Rogers Corporation (ROG) 2.8 $67M 1.1M 61.50
Cadence Design Systems (CDNS) 2.7 $65M 4.6M 14.02
Microsemi Corporation 2.7 $65M 2.6M 24.95
Insulet Corporation (PODD) 2.6 $62M 1.7M 37.10
TETRA Technologies (TTI) 2.5 $61M 4.9M 12.36
Centene Corporation (CNC) 2.5 $61M 1.0M 58.95
Diebold Incorporated 2.5 $60M 1.8M 33.01
Lumber Liquidators Holdings (LL) 2.5 $60M 581k 102.89
Standard Pacific 2.4 $58M 6.4M 9.05
DigitalGlobe 2.4 $58M 1.4M 41.15
A. Schulman 2.4 $58M 1.6M 35.26
WellCare Health Plans 2.4 $57M 813k 70.42
Oxford Industries (OXM) 2.3 $55M 676k 80.67
Electronics For Imaging 2.2 $53M 1.4M 38.73
Pandora Media 0.4 $9.9M 374k 26.60
Volcano Corporation 0.3 $8.5M 390k 21.85
Western Digital (WDC) 0.3 $7.5M 89k 83.90
Incyte Corporation (INCY) 0.3 $6.5M 129k 50.63
Lam Research Corporation (LRCX) 0.2 $5.8M 106k 54.45
Nxp Semiconductors N V (NXPI) 0.2 $5.8M 127k 45.93
Valeant Pharmaceuticals Int 0.2 $5.2M 45k 117.40
Fortune Brands (FBIN) 0.2 $5.1M 111k 45.70
Avery Dennison Corporation (AVY) 0.2 $4.8M 96k 50.19
Live Nation Entertainment (LYV) 0.2 $4.9M 246k 19.76
Perrigo Company 0.2 $4.5M 29k 153.45
Owens Corning (OC) 0.2 $4.4M 108k 40.72
Pall Corporation 0.2 $4.1M 48k 85.35
Regal-beloit Corporation (RRX) 0.2 $4.0M 54k 73.73
Hain Celestial (HAIN) 0.2 $3.8M 41k 90.78
QEP Resources 0.2 $4.0M 129k 30.65
Universal Health Services (UHS) 0.1 $3.7M 46k 81.26
Celanese Corporation (CE) 0.1 $3.7M 67k 55.31
Pitney Bowes (PBI) 0.1 $3.4M 146k 23.30
Taylor Morrison Hom (TMHC) 0.1 $3.4M 150k 22.45
Peabody Energy Corporation 0.1 $3.1M 161k 19.53
Ultra Petroleum 0.1 $3.1M 144k 21.65
Mednax (MD) 0.1 $3.0M 56k 53.39
Datawatch Corporation 0.1 $1.5M 44k 34.01
Gilead Sciences (GILD) 0.1 $1.2M 16k 75.07
Seagate Technology Com Stk 0.1 $1.3M 23k 56.16
Kodiak Oil & Gas 0.1 $1.2M 106k 11.21
Occidental Petroleum Corporation (OXY) 0.0 $943k 9.9k 95.13
Precision Castparts 0.0 $953k 3.5k 269.36
Pharmacyclics 0.0 $1.0M 9.7k 105.80
General Motors Company (GM) 0.0 $926k 23k 40.88
Freeport-McMoRan Copper & Gold (FCX) 0.0 $672k 18k 37.77
Google 0.0 $797k 711.00 1120.96
Sinclair Broadcast 0.0 $706k 20k 35.71
Synchronoss Technologies 0.0 $669k 22k 31.05
CARBO Ceramics 0.0 $583k 5.0k 116.60
Weatherford International Lt reg 0.0 $546k 35k 15.49
3D Systems Corporation (DDD) 0.0 $409k 4.4k 92.95
Avago Technologies 0.0 $432k 8.2k 52.89
Delphi Automotive 0.0 $522k 8.7k 60.17
Asml Holding (ASML) 0.0 $394k 4.2k 93.65
Pacific Sunwear of California 0.0 $216k 65k 3.34