Westcliff Capital Management as of Dec. 31, 2010
Portfolio Holdings for Westcliff Capital Management
Westcliff Capital Management holds 63 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paladin Energy (PALAF) | 3.9 | $4.2M | 838k | 5.05 | |
| Pioneer Drilling Company | 3.4 | $3.7M | 416k | 8.81 | |
| Integrated Silicon Solution | 3.4 | $3.7M | 455k | 8.03 | |
| Ultratech | 3.2 | $3.5M | 177k | 19.88 | |
| Ur-energy (URG) | 3.2 | $3.5M | 1.2M | 2.99 | |
| Support | 3.2 | $3.4M | 529k | 6.48 | |
| Basic Energy Services | 3.0 | $3.3M | 198k | 16.48 | |
| Cirrus Logic (CRUS) | 2.9 | $3.2M | 198k | 15.98 | |
| calfrac well Services | 2.9 | $3.1M | 92k | 34.31 | |
| Uranium Energy (UEC) | 2.8 | $3.0M | 499k | 6.04 | |
| GT Solar International | 2.7 | $3.0M | 324k | 9.12 | |
| Immersion Corporation (IMMR) | 2.7 | $2.9M | 432k | 6.71 | |
| Barrick Gold Corp (GOLD) | 2.5 | $2.7M | 52k | 53.17 | |
| Complete Production Services | 2.5 | $2.7M | 93k | 29.55 | |
| Energy Xxi | 2.4 | $2.6M | 94k | 27.67 | |
| Lattice Semiconductor (LSCC) | 2.3 | $2.5M | 416k | 6.06 | |
| Patterson-UTI Energy (PTEN) | 2.3 | $2.5M | 116k | 21.55 | |
| Ce Franklin Cad | 2.2 | $2.4M | 333k | 7.24 | |
| Coinstar | 2.2 | $2.4M | 42k | 56.44 | |
| Agnico (AEM) | 2.2 | $2.3M | 31k | 76.69 | |
| Ultralife (ULBI) | 2.1 | $2.3M | 345k | 6.61 | |
| Newmont Mining Corporation (NEM) | 2.0 | $2.2M | 36k | 61.43 | |
| Infinera (INFN) | 2.0 | $2.2M | 213k | 10.33 | |
| Oclaro | 2.0 | $2.2M | 166k | 13.15 | |
| OmniVision Technologies | 2.0 | $2.1M | 72k | 29.61 | |
| Silicon Image | 2.0 | $2.1M | 288k | 7.35 | |
| Hercules Offshore | 1.9 | $2.1M | 608k | 3.48 | |
| Goldcorp | 1.9 | $2.0M | 44k | 45.98 | |
| Integrated Device Technology | 1.8 | $2.0M | 296k | 6.66 | |
| Finisar Corporation | 1.7 | $1.8M | 62k | 29.69 | |
| Kinross Gold Corp (KGC) | 1.6 | $1.7M | 90k | 18.96 | |
| treasur island rty Tr Unit (TISDZ) | 1.6 | $1.7M | 1.1M | 1.60 | |
| GSI Technology (GSIT) | 1.5 | $1.6M | 197k | 8.10 | |
| Exfo | 1.4 | $1.5M | 210k | 7.06 | |
| Lindsay Corporation (LNN) | 1.2 | $1.3M | 22k | 59.41 | |
| Anadigics | 1.2 | $1.3M | 182k | 6.93 | |
| McMoRan Exploration | 1.1 | $1.2M | 68k | 17.13 | |
| Atmel Corporation | 1.1 | $1.1M | 93k | 12.32 | |
| LeCROY Corporation | 1.0 | $1.1M | 114k | 9.84 | |
| Stec | 1.0 | $1.1M | 61k | 17.65 | |
| Epsilon Energy | 1.0 | $1.1M | 362k | 2.96 | |
| Powerwave Technologies | 0.9 | $1.0M | 405k | 2.54 | |
| Daktronics (DAKT) | 0.9 | $997k | 63k | 15.92 | |
| Limelight Networks | 0.9 | $995k | 171k | 5.81 | |
| Seagate Technology Com Stk | 0.9 | $980k | 65k | 15.04 | |
| Electro Scientific Industries | 0.9 | $988k | 62k | 16.03 | |
| Callidus Software | 0.9 | $959k | 190k | 5.05 | |
| Micron Technology (MU) | 0.9 | $955k | 119k | 8.02 | |
| RF Micro Devices | 0.8 | $897k | 122k | 7.35 | |
| Uranium Energy (UEC) | 0.6 | $613k | 208k | 2.94 | |
| Energy Fuels | 0.5 | $556k | 624k | 0.89 | |
| Standard Microsystems Corporation | 0.5 | $502k | 17k | 28.85 | |
| Western Digital (WDC) | 0.4 | $446k | 13k | 33.92 | |
| Precision Drilling Corporation | 0.4 | $387k | 40k | 9.70 | |
| Uranium Energy (UEC) | 0.3 | $350k | 168k | 2.09 | |
| Tesco Corporation | 0.3 | $277k | 17k | 15.90 | |
| MIPS Technologies | 0.2 | $234k | 15k | 15.18 | |
| Range Resources (RRC) | 0.2 | $212k | 4.7k | 44.92 | |
| Petrohawk Energy Corporation | 0.2 | $203k | 11k | 18.26 | |
| Southwestern Energy Company (SWN) | 0.2 | $205k | 5.5k | 37.41 | |
| Evergreen Energy | 0.0 | $37k | 58k | 0.64 | |
| Evergreen Energy | 0.0 | $0 | 643k | 0.00 | |
| GSE Systems | 0.0 | $272k | 77k | 3.55 |
