Bodri Capital Management

Latest statistics and disclosures from Bodri Capital Management's latest quarterly 13F-HR filing:

Companies in the Bodri Capital Management portfolio as of September 2015 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Lowe's Companies (LOW) 8.23 NEW 120000 68.92
Men's Wearhouse (MW) 7.19 +36% 170000 42.52
Waste Management (WM) 5.95 NEW 120000 49.81
MasTec (MTZ) 5.90 -6% 375000 15.83
United Rentals (URI) 5.67 +5% 95000 60.05
Fortinet (FTNT) 5.28 -37% 125000 42.48
DSW (DSW) 5.04 NEW 200000 25.31
Red Robin Gourmet Burgers (RRGB) 4.90 +8% 65000 75.74
Colony Financial (CLNY) 4.86 +25% 250000 19.56
Quanta Services (PWR) 4.82 -20% 200000 24.21
Fireeye 4.75 +20% 150000 31.82
Ford Motor Company (F) 4.72 NEW 350000 13.57
Digital Realty Trust (DLR) 4.22 NEW 65000 65.32
Express (EXPR) 4.00 +350% 225000 17.87
CBS Corporation (CBS) 3.97 NEW 100000 39.90
Williams-Sonoma (WSM) 3.80 NEW 50000 76.36
American Eagle Outfitters (AEO) 3.11 NEW 200000 15.63
Synchronoss Technologies (SNCR) 2.94 -26% 90000 32.80
M/a 2.88 NEW 100000 28.99
Hilton Worlwide Hldgs 2.85 NEW 125000 22.94
Integrated Device Technology (IDTI) 2.52 NEW 125000 20.30
Finish Line (FINL) 2.40 -28% 125000 19.30

Past 13F-HR SEC Filings by Bodri Capital Management

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