New Amsterdam Partners

New Amsterdam Partners as of Sept. 30, 2014

Portfolio Holdings for New Amsterdam Partners

New Amsterdam Partners holds 119 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Therapeutics Corporation (UTHR) 2.9 $43M 334k 128.65
Landstar System (LSTR) 2.6 $38M 529k 72.19
F5 Networks (FFIV) 2.5 $37M 314k 118.74
Deluxe Corporation (DLX) 2.5 $37M 670k 55.16
Polaris Industries (PII) 2.5 $37M 246k 149.79
Proto Labs (PRLB) 2.5 $37M 532k 69.00
Lithia Motors (LAD) 2.4 $35M 467k 75.69
DST Systems 2.3 $35M 416k 83.92
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.3 $35M 295k 118.17
Synaptics, Incorporated (SYNA) 2.3 $35M 474k 73.20
Ingredion Incorporated (INGR) 2.3 $34M 452k 75.79
Arrow Electronics (ARW) 2.2 $34M 606k 55.35
Ubiquiti Networks 2.2 $33M 881k 37.53
Syntel 2.2 $33M 372k 87.94
Amtrust Financial Services 2.2 $33M 819k 39.82
Alaska Air (ALK) 2.2 $33M 749k 43.54
Middleby Corporation (MIDD) 2.2 $33M 369k 88.13
Gentherm (THRM) 2.1 $31M 737k 42.23
Rock-Tenn Company 2.1 $31M 652k 47.58
Minerals Technologies (MTX) 2.0 $31M 495k 61.71
American Financial (AFG) 2.0 $30M 512k 57.89
Jones Lang LaSalle Incorporated (JLL) 1.9 $28M 219k 126.34
Deckers Outdoor Corporation (DECK) 1.8 $27M 280k 97.18
AGL Resources 1.7 $25M 495k 51.34
SolarWinds 1.7 $25M 589k 42.05
Grand Canyon Education (LOPE) 1.6 $24M 590k 40.77
BofI Holding 1.6 $24M 323k 72.71
Sotheby's 1.5 $23M 638k 35.72
Neustar 1.5 $22M 891k 24.83
SEI Investments Company (SEIC) 1.5 $22M 606k 36.16
Exelis 1.5 $22M 1.3M 16.54
Primerica (PRI) 1.5 $22M 453k 48.22
Dresser-Rand 1.3 $19M 233k 82.26
Impax Laboratories 1.2 $18M 774k 23.71
Chemed Corp Com Stk (CHE) 1.2 $18M 175k 102.90
Raymond James Financial (RJF) 1.2 $18M 331k 53.58
Oceaneering International (OII) 1.1 $17M 262k 65.17
AmerisourceBergen (COR) 1.1 $16M 205k 77.30
Ross Stores (ROST) 1.0 $15M 204k 75.58
SM Energy (SM) 1.0 $15M 197k 78.00
Oasis Petroleum 1.0 $15M 364k 41.81
Gannett 1.0 $15M 491k 29.67
Delek US Holdings 1.0 $15M 442k 33.12
Waddell & Reed Financial 0.9 $14M 276k 51.69
Tractor Supply Company (TSCO) 0.9 $14M 224k 61.51
Valmont Industries (VMI) 0.9 $14M 101k 134.93
Laboratory Corp. of America Holdings (LH) 0.9 $13M 130k 101.75
Varian Medical Systems 0.9 $13M 162k 80.12
Inter Parfums (IPAR) 0.8 $11M 414k 27.50
ITC Holdings 0.7 $10M 282k 35.63
Nu Skin Enterprises (NUS) 0.7 $9.9M 219k 45.03
AmSurg 0.6 $8.8M 175k 50.05
Domtar Corp 0.5 $7.5M 213k 35.13
Cooper Tire & Rubber Company 0.5 $6.9M 241k 28.70
Geospace Technologies (GEOS) 0.4 $6.2M 175k 35.15
Gilead Sciences (GILD) 0.3 $5.3M 49k 106.46
Bally Technologies 0.3 $4.7M 59k 80.69
TRW Automotive Holdings 0.3 $4.4M 43k 101.25
Myriad Genetics (MYGN) 0.3 $4.1M 107k 38.57
Omega Protein Corporation 0.3 $4.2M 339k 12.50
Lakeland Financial Corporation (LKFN) 0.3 $4.2M 112k 37.50
Apple (AAPL) 0.3 $4.0M 40k 100.76
Innophos Holdings 0.3 $4.1M 74k 55.09
Lannett Company 0.3 $3.8M 84k 45.67
Quaker Chemical Corporation (KWR) 0.3 $3.8M 53k 71.70
Discover Financial Services (DFS) 0.2 $3.8M 59k 64.39
Ecolab (ECL) 0.2 $3.8M 33k 114.83
Virtusa Corporation 0.2 $3.8M 107k 35.56
Steven Madden (SHOO) 0.2 $3.7M 115k 32.23
Chesapeake Utilities Corporation (CPK) 0.2 $3.7M 89k 41.66
Computer Programs & Systems (TBRG) 0.2 $3.8M 66k 57.49
Eagle Ban (EGBN) 0.2 $3.8M 119k 31.82
Facebook Inc cl a (META) 0.2 $3.7M 47k 79.04
Lincoln National Corporation (LNC) 0.2 $3.5M 66k 53.58
CIGNA Corporation 0.2 $3.5M 39k 90.70
Credit Acceptance (CACC) 0.2 $3.7M 29k 126.06
Ametek (AME) 0.2 $3.5M 71k 50.21
Hci (HCI) 0.2 $3.7M 102k 35.99
Western Refining 0.2 $3.4M 81k 41.99
Emergent BioSolutions (EBS) 0.2 $3.4M 160k 21.31
Ruth's Hospitality 0.2 $3.4M 309k 11.04
J Global (ZD) 0.2 $3.5M 70k 49.36
Cognizant Technology Solutions (CTSH) 0.2 $3.3M 74k 44.77
Cummins (CMI) 0.2 $3.2M 25k 131.96
Biogen Idec (BIIB) 0.2 $3.3M 9.9k 330.85
Hershey Company (HSY) 0.2 $3.2M 34k 95.42
Alliance Data Systems Corporation (BFH) 0.2 $3.4M 14k 248.28
Cimarex Energy 0.2 $3.3M 26k 126.52
Express Scripts Holding 0.2 $3.3M 47k 70.64
Wells Fargo & Company (WFC) 0.2 $3.1M 61k 51.87
FBL Financial 0.2 $3.2M 72k 44.70
Skyworks Solutions (SWKS) 0.2 $3.1M 53k 58.05
Microsoft Corporation (MSFT) 0.2 $2.9M 63k 46.36
Mettler-Toledo International (MTD) 0.2 $3.0M 12k 256.11
Advance Auto Parts (AAP) 0.2 $3.0M 23k 130.28
priceline.com Incorporated 0.2 $3.0M 2.6k 1158.70
Netflix (NFLX) 0.2 $3.0M 6.8k 451.19
Atwood Oceanics 0.2 $3.0M 69k 43.69
DXP Enterprises (DXPE) 0.2 $3.0M 41k 73.67
Liberty Media 0.2 $2.8M 97k 28.52
FMC Technologies 0.2 $2.9M 53k 54.30
Deere & Company (DE) 0.2 $2.9M 35k 81.98
Inteliquent 0.2 $2.8M 229k 12.45
Travelers Companies (TRV) 0.2 $2.7M 29k 93.93
W.W. Grainger (GWW) 0.2 $2.8M 11k 251.62
Walgreen Company 0.2 $2.7M 45k 59.28
Manhattan Associates (MANH) 0.2 $2.7M 82k 33.43
Denbury Resources 0.2 $2.6M 174k 15.03
Astronics Corporation (ATRO) 0.2 $2.3M 49k 47.68
Western Digital (WDC) 0.1 $2.0M 21k 97.32
SanDisk Corporation 0.1 $2.0M 21k 97.95
Laclede 0.1 $2.0M 43k 46.40
PharMerica Corporation 0.1 $1.8M 76k 24.44
Unum (UNM) 0.1 $1.6M 46k 34.37
Vectrus (VVX) 0.1 $1.4M 74k 19.53
Fiserv (FI) 0.0 $602k 9.3k 64.59
Teradata Corporation (TDC) 0.0 $453k 11k 41.88
Chipotle Mexican Grill (CMG) 0.0 $430k 645.00 666.67
Colgate-Palmolive Company (CL) 0.0 $338k 5.2k 65.24