Irving Magee Investment Management

Irving Magee Investment Management as of Dec. 31, 2012

Portfolio Holdings for Irving Magee Investment Management

Irving Magee Investment Management holds 49 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasTec (MTZ) 5.0 $7.6M 305k 24.93
Portfolio Recovery Associates 4.6 $7.0M 65k 106.86
Texas Capital Bancshares (TCBI) 4.2 $6.4M 144k 44.82
Equity Lifestyle Properties (ELS) 3.8 $5.8M 86k 67.29
Evercore Partners (EVR) 3.4 $5.2M 172k 30.19
Rent-A-Center (UPBD) 3.4 $5.1M 148k 34.36
Toro Company (TTC) 3.2 $4.8M 113k 42.98
Insperity (NSP) 2.8 $4.3M 133k 32.56
Portland General Electric Company (POR) 2.8 $4.2M 154k 27.36
Susquehanna Bancshares 2.8 $4.2M 401k 10.48
Community Health Systems (CYH) 2.8 $4.2M 136k 30.74
Valassis Communications 2.6 $3.9M 153k 25.78
West Pharmaceutical Services (WST) 2.5 $3.8M 69k 54.75
El Paso Electric Company 2.5 $3.8M 118k 31.91
Silicon Laboratories (SLAB) 2.4 $3.7M 88k 41.80
Cal-Maine Foods (CALM) 2.4 $3.6M 89k 40.22
Thompson Creek Metals 2.3 $3.5M 852k 4.15
RPM International (RPM) 2.2 $3.3M 112k 29.36
Orthofix International Nv Com Stk 1.9 $2.9M 74k 39.33
Renasant (RNST) 1.9 $2.8M 148k 19.14
Umpqua Holdings Corporation 1.9 $2.8M 239k 11.79
Validus Holdings 1.8 $2.8M 80k 34.58
Greenbrier Companies (GBX) 1.8 $2.7M 165k 16.17
Platinum Underwriter/ptp 1.7 $2.6M 57k 46.00
Cloud Peak Energy 1.7 $2.6M 137k 19.33
SVB Financial (SIVBQ) 1.7 $2.6M 46k 55.97
Koppers Holdings (KOP) 1.7 $2.6M 67k 38.15
Tutor Perini Corporation (TPC) 1.7 $2.5M 184k 13.70
Aeropostale 1.6 $2.5M 188k 13.01
Horace Mann Educators Corporation (HMN) 1.6 $2.4M 119k 19.96
Swift Energy Company 1.6 $2.4M 153k 15.39
Invacare Corporation 1.5 $2.3M 142k 16.30
Speedway Motorsports 1.5 $2.3M 130k 17.84
Kindred Healthcare 1.5 $2.3M 213k 10.82
Super Micro Computer (SMCI) 1.5 $2.3M 223k 10.20
JetBlue Airways Corporation (JBLU) 1.5 $2.3M 394k 5.72
Owens & Minor (OMI) 1.5 $2.2M 78k 28.51
IBERIABANK Corporation 1.4 $2.2M 44k 49.12
A.M. Castle & Co. 1.4 $2.1M 145k 14.77
Aspen Insurance Holdings 1.4 $2.1M 65k 32.08
CACI International (CACI) 1.3 $2.0M 36k 55.03
Iridium Communications (IRDM) 1.3 $2.0M 292k 6.72
Rubicon Technology 1.2 $1.8M 293k 6.11
Tech Data Corporation 1.2 $1.8M 39k 45.53
Watsco, Incorporated (WSO) 1.1 $1.6M 21k 74.90
QLogic Corporation 1.1 $1.6M 165k 9.73
Volterra Semiconductor Corporation 1.0 $1.5M 87k 17.17
Ntelos Holdings 0.5 $742k 57k 13.11
Aar (AIR) 0.1 $173k 9.3k 18.63