Irving Magee Investment Management

Irving Magee Investment Management as of Sept. 30, 2013

Portfolio Holdings for Irving Magee Investment Management

Irving Magee Investment Management holds 50 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Portfolio Recovery Associates 5.9 $12M 195k 59.93
MasTec (MTZ) 4.7 $9.2M 305k 30.30
Evercore Partners (EVR) 4.3 $8.5M 172k 49.23
Texas Capital Bancshares (TCBI) 3.3 $6.6M 144k 45.89
Toro Company (TTC) 3.1 $6.1M 113k 54.35
Insperity (NSP) 3.1 $6.1M 163k 37.60
Equity Lifestyle Properties (ELS) 3.0 $5.9M 172k 34.17
West Pharmaceutical Services (WST) 2.9 $5.7M 138k 41.15
Rent-A-Center (UPBD) 2.9 $5.6M 148k 38.11
Community Health Systems (CYH) 2.9 $5.6M 136k 41.50
Susquehanna Bancshares 2.5 $5.0M 401k 12.53
Silicon Laboratories (SLAB) 2.5 $4.8M 113k 42.71
Valassis Communications 2.2 $4.4M 153k 28.88
Portland General Electric Company (POR) 2.2 $4.4M 154k 28.23
Cal-Maine Foods (CALM) 2.2 $4.3M 89k 48.07
Aar (AIR) 2.1 $4.2M 152k 27.33
Greenbrier Companies (GBX) 2.1 $4.1M 165k 24.73
RPM International (RPM) 2.1 $4.1M 112k 36.20
Atlas Air Worldwide Holdings 2.0 $4.0M 88k 46.03
Renasant (RNST) 2.0 $4.0M 148k 27.17
SVB Financial (SIVBQ) 2.0 $4.0M 46k 86.38
Tutor Perini Corporation (TPC) 2.0 $3.9M 184k 21.32
El Paso Electric Company 2.0 $3.9M 118k 33.40
Umpqua Holdings Corporation 2.0 $3.9M 239k 16.22
Stone Energy Corporation 1.9 $3.8M 117k 32.43
Rubicon Technology 1.8 $3.5M 293k 12.11
Platinum Underwriter/ptp 1.7 $3.4M 57k 59.73
Horace Mann Educators Corporation (HMN) 1.7 $3.4M 119k 28.38
Thompson Creek Metals 1.6 $3.1M 852k 3.59
Iridium Communications (IRDM) 1.5 $3.0M 439k 6.88
Super Micro Computer (SMCI) 1.5 $3.0M 223k 13.54
Validus Holdings 1.5 $2.9M 80k 36.97
Kindred Healthcare 1.4 $2.9M 213k 13.43
Koppers Holdings (KOP) 1.4 $2.9M 67k 42.65
Owens & Minor (OMI) 1.4 $2.7M 78k 34.60
Intrepid Potash 1.3 $2.6M 169k 15.68
JetBlue Airways Corporation (JBLU) 1.3 $2.6M 394k 6.67
CACI International (CACI) 1.3 $2.5M 36k 69.12
Invacare Corporation 1.2 $2.5M 142k 17.27
Aspen Insurance Holdings 1.2 $2.4M 65k 36.29
A.M. Castle & Co. 1.2 $2.3M 145k 16.10
Speedway Motorsports 1.2 $2.3M 130k 17.90
IBERIABANK Corporation 1.2 $2.3M 44k 51.91
Watsco, Incorporated (WSO) 1.0 $2.0M 21k 94.29
Cloud Peak Energy 1.0 $2.0M 137k 14.67
Tech Data Corporation 1.0 $1.9M 39k 49.92
Swift Energy Company 0.9 $1.8M 162k 11.42
QLogic Corporation 0.9 $1.8M 165k 10.94
Aeropostale 0.9 $1.8M 188k 9.40
Orthofix International Nv Com Stk 0.8 $1.5M 74k 20.77