Irving Magee Investment Management

Irving Magee Investment Management as of June 30, 2012

Portfolio Holdings for Irving Magee Investment Management

Irving Magee Investment Management holds 52 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Portfolio Recovery Associates 4.0 $5.9M 65k 91.26
Equity Lifestyle Properties (ELS) 4.0 $5.9M 86k 68.97
Texas Capital Bancshares (TCBI) 3.9 $5.8M 144k 40.39
Rent-A-Center (UPBD) 3.3 $5.0M 148k 33.71
MasTec (MTZ) 3.0 $4.6M 305k 15.04
Toro Company (TTC) 2.8 $4.1M 56k 73.29
Susquehanna Bancshares 2.8 $4.1M 401k 10.28
Portland General Electric Company (POR) 2.7 $4.1M 154k 26.66
Evercore Partners (EVR) 2.7 $4.0M 172k 23.39
Watsco, Incorporated (WSO) 2.6 $3.9M 54k 73.80
El Paso Electric Company 2.6 $3.9M 118k 33.16
Community Health Systems (CYH) 2.5 $3.8M 136k 28.03
Insperity (NSP) 2.4 $3.6M 133k 27.05
Par Pharmaceutical Companies 2.4 $3.5M 98k 36.14
Cal-Maine Foods (CALM) 2.3 $3.5M 89k 39.10
West Pharmaceutical Services (WST) 2.3 $3.5M 69k 50.49
Aeropostale 2.2 $3.4M 188k 17.83
Valassis Communications 2.2 $3.3M 153k 21.75
Silicon Laboratories (SLAB) 2.2 $3.3M 88k 37.85
Umpqua Holdings Corporation 2.1 $3.1M 239k 13.16
RPM International (RPM) 2.0 $3.0M 112k 27.20
Orthofix International Nv Com Stk 2.0 $3.1M 74k 41.25
Rubicon Technology 2.0 $3.0M 293k 10.20
Belden (BDC) 2.0 $3.0M 90k 33.35
Ancestry 1.8 $2.8M 101k 27.53
SVB Financial (SIVBQ) 1.8 $2.7M 46k 58.72
Validus Holdings 1.7 $2.6M 80k 32.03
Bally Technologies 1.7 $2.5M 54k 46.66
Owens & Minor (OMI) 1.6 $2.4M 78k 30.63
Renasant (RNST) 1.6 $2.3M 148k 15.71
Cloud Peak Energy 1.5 $2.3M 137k 16.91
Koppers Holdings (KOP) 1.5 $2.3M 67k 34.00
IBERIABANK Corporation 1.5 $2.2M 44k 50.45
Speedway Motorsports 1.5 $2.2M 130k 16.91
Platinum Underwriter/ptp 1.4 $2.2M 57k 38.10
Iridium Communications (IRDM) 1.4 $2.2M 244k 8.94
Horace Mann Educators Corporation (HMN) 1.4 $2.1M 119k 17.48
Kindred Healthcare 1.4 $2.1M 213k 9.83
Volterra Semiconductor Corporation 1.4 $2.0M 87k 23.45
Super Micro Computer (SMCI) 1.3 $2.0M 126k 15.86
CACI International (CACI) 1.3 $2.0M 36k 55.02
Aspen Insurance Holdings 1.2 $1.9M 65k 28.90
Swift Energy Company 1.2 $1.9M 100k 18.61
Tech Data Corporation 1.2 $1.9M 39k 48.17
Thompson Creek Metals 1.1 $1.7M 531k 3.19
Knight Capital 1.1 $1.7M 140k 11.94
A.M. Castle & Co. 1.0 $1.5M 145k 10.62
Tutor Perini Corporation (TPC) 0.9 $1.4M 113k 12.67
QLogic Corporation 0.9 $1.4M 99k 13.69
Invacare Corporation 0.9 $1.3M 86k 15.43
Green Plains Renewable Energy (GPRE) 0.7 $1.1M 172k 6.24
Ntelos Holdings 0.7 $1.1M 57k 18.85