Insight Capital Research & Management as of March 31, 2011
Portfolio Holdings for Insight Capital Research & Management
Insight Capital Research & Management holds 86 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Rentals (URI) | 4.0 | $14M | 433k | 33.28 | |
| IPG Photonics Corporation (IPGP) | 3.8 | $14M | 239k | 57.68 | |
| Weight Watchers International | 3.5 | $13M | 183k | 70.10 | |
| Under Armour (UAA) | 3.1 | $11M | 168k | 68.05 | |
| Nordson Corporation (NDSN) | 3.1 | $11M | 99k | 115.06 | |
| WABCO Holdings | 2.8 | $10M | 165k | 61.64 | |
| Sxc Health Solutions Corp | 2.7 | $9.7M | 177k | 54.80 | |
| LSB Industries (LXU) | 2.6 | $9.6M | 242k | 39.64 | |
| Herbalife Ltd Com Stk (HLF) | 2.6 | $9.4M | 116k | 81.36 | |
| International Coal | 2.6 | $9.4M | 828k | 11.30 | |
| Robbins & Myers | 2.3 | $8.4M | 182k | 45.99 | |
| JDS Uniphase Corporation | 2.2 | $8.1M | 388k | 20.84 | |
| CF Industries Holdings (CF) | 2.1 | $7.6M | 55k | 136.79 | |
| 51job | 2.0 | $7.3M | 114k | 63.93 | |
| Jazz Pharmaceuticals | 2.0 | $7.3M | 230k | 31.85 | |
| Fortinet (FTNT) | 2.0 | $7.3M | 164k | 44.15 | |
| Northern Oil & Gas | 1.9 | $6.9M | 260k | 26.70 | |
| Acme Packet | 1.9 | $6.8M | 96k | 70.96 | |
| Endurance Specialty Hldgs Lt | 1.8 | $6.7M | 138k | 48.82 | |
| Deckers Outdoor Corporation (DECK) | 1.8 | $6.5M | 76k | 86.15 | |
| MetroPCS Communications | 1.8 | $6.4M | 394k | 16.24 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $6.3M | 211k | 29.96 | |
| Cooper Companies | 1.7 | $6.2M | 90k | 69.45 | |
| Patriot Coal Corp | 1.6 | $5.8M | 225k | 25.83 | |
| Sauer-Danfoss | 1.6 | $5.8M | 113k | 50.93 | |
| Ez (EZPW) | 1.6 | $5.7M | 181k | 31.39 | |
| OpenTable | 1.6 | $5.7M | 54k | 106.35 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $5.7M | 117k | 48.13 | |
| CVR Energy (CVI) | 1.4 | $5.3M | 229k | 23.16 | |
| Arrow Electronics (ARW) | 1.4 | $5.2M | 125k | 41.88 | |
| Walter Energy | 1.3 | $4.8M | 35k | 135.44 | |
| Waste Connections | 1.3 | $4.7M | 164k | 28.79 | |
| TransDigm Group Incorporated (TDG) | 1.3 | $4.7M | 56k | 83.82 | |
| VeriFone Systems | 1.3 | $4.7M | 85k | 54.95 | |
| Hill-Rom Holdings | 1.3 | $4.6M | 122k | 37.98 | |
| Endo Pharmaceuticals | 1.3 | $4.6M | 121k | 38.16 | |
| Tibco Software | 1.2 | $4.5M | 166k | 27.25 | |
| Pan American Silver Corp Can (PAAS) | 1.2 | $4.5M | 121k | 37.13 | |
| BroadSoft | 1.2 | $4.3M | 91k | 47.62 | |
| Kronos Worldwide (KRO) | 1.0 | $3.6M | 62k | 58.45 | |
| RSC Holdings | 1.0 | $3.5M | 245k | 14.38 | |
| Exide Technologies | 0.9 | $3.4M | 306k | 11.17 | |
| Cummins (CMI) | 0.9 | $3.3M | 31k | 109.61 | |
| Brown & Brown (BRO) | 0.9 | $3.3M | 129k | 25.80 | |
| Baidu (BIDU) | 0.9 | $3.2M | 23k | 137.81 | |
| salesforce (CRM) | 0.8 | $3.0M | 23k | 133.59 | |
| Coherent | 0.8 | $2.9M | 50k | 58.10 | |
| Alpha Natural Resources | 0.8 | $2.9M | 49k | 59.36 | |
| Massey Energy Company | 0.7 | $2.5M | 36k | 68.37 | |
| Cognizant Technology Solutions (CTSH) | 0.6 | $2.2M | 27k | 81.40 | |
| Oracle Corporation (ORCL) | 0.6 | $2.1M | 62k | 33.43 | |
| Pioneer Natural Resources (PXD) | 0.6 | $2.0M | 20k | 101.93 | |
| National-Oilwell Var | 0.5 | $1.9M | 24k | 79.26 | |
| 0.5 | $1.9M | 3.3k | 586.75 | ||
| Eaton Corporation | 0.5 | $1.9M | 34k | 55.44 | |
| Schlumberger (SLB) | 0.5 | $1.8M | 20k | 93.26 | |
| McDonald's Corporation (MCD) | 0.5 | $1.7M | 23k | 76.07 | |
| Ametek (AME) | 0.5 | $1.8M | 40k | 43.88 | |
| Concho Resources | 0.5 | $1.7M | 16k | 107.29 | |
| Universal Display Corporation (OLED) | 0.4 | $1.6M | 29k | 55.05 | |
| Teck Resources Ltd cl b (TECK) | 0.4 | $1.6M | 30k | 53.02 | |
| AMERIGROUP Corporation | 0.4 | $1.6M | 25k | 64.24 | |
| Whiting Petroleum Corporation | 0.4 | $1.5M | 21k | 73.43 | |
| Green Mountain Coffee Roasters | 0.4 | $1.5M | 23k | 64.61 | |
| Lululemon Athletica (LULU) | 0.4 | $1.5M | 17k | 89.05 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | 16k | 84.14 | |
| Procter & Gamble Company (PG) | 0.4 | $1.3M | 22k | 61.60 | |
| Netflix (NFLX) | 0.4 | $1.3M | 5.6k | 237.87 | |
| Buckeye Technologies | 0.4 | $1.3M | 49k | 27.22 | |
| International Business Machines (IBM) | 0.4 | $1.3M | 8.1k | 163.12 | |
| Helmerich & Payne (HP) | 0.3 | $1.2M | 18k | 68.70 | |
| Kindred Healthcare | 0.3 | $1.2M | 50k | 23.87 | |
| TRW Automotive Holdings | 0.3 | $1.1M | 21k | 55.08 | |
| priceline.com Incorporated | 0.3 | $1.1M | 2.1k | 506.52 | |
| Potash Corp. Of Saskatchewan I | 0.3 | $1.0M | 17k | 58.94 | |
| Dover Corporation (DOV) | 0.3 | $1.0M | 16k | 65.77 | |
| Amazon (AMZN) | 0.3 | $987k | 5.5k | 180.21 | |
| Kraft Foods | 0.3 | $949k | 30k | 31.34 | |
| Union Pacific Corporation (UNP) | 0.2 | $827k | 8.4k | 98.29 | |
| AmerisourceBergen (COR) | 0.2 | $717k | 18k | 39.56 | |
| Baker Hughes Incorporated | 0.2 | $742k | 10k | 73.42 | |
| Coca-Cola Company (KO) | 0.2 | $699k | 11k | 66.37 | |
| CSX Corporation (CSX) | 0.2 | $686k | 8.7k | 78.56 | |
| Express Scripts | 0.2 | $633k | 11k | 55.61 | |
| Microsoft Corporation (MSFT) | 0.1 | $548k | 22k | 25.38 | |
| Caterpillar (CAT) | 0.1 | $544k | 4.9k | 111.27 |
