Westcliff Capital Management

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

Companies in the Westcliff Capital Management portfolio as of September 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
ARMOUR Residential REIT (ARR) 8.83 +61% 742957 7.66
American Capital Mortgage In 7.41 +291% 190142 25.13
Invesco Mortgage Capital (IVR) 4.68 +42% 149979 20.13
Support (SPRT) 4.59 -11% 698832 4.23
Western Asset Mortgage cmn 3.44 NEW 100000 22.20
Apollo Residential Mortgage 3.25 +19% 94987 22.05
Hercules Offshore (HERO) 2.87 -22% 379290 4.87
Capstead Mortgage Corporation (CMO) 2.84 +93% 135870 13.49
* Barrick Gold Corp 2.58 -39% 39764 41.77
Cys Investments 2.56 +223% 117300 14.09
Cirrus Logic (CRUS) 2.47 +42% 41418 38.39
Ag Mtg Invt Tr 2.39 NEW 63900 24.13
Stewart Information Services Corporation (STC) 2.37 NEW 75800 20.15
Cynosure (CYNO) 2.35 +13% 57400 26.36
Multimedia Games (MGAM) 2.24 91770 15.73
AGIC Convertible & Income Fund (NCV) 2.05 +2% 140049 9.44
Mattersight Corp 2.00 +18% 218127 5.92
MarineMax (HZO) 1.98 +46% 153980 8.29
Nicholas-Applegate Conv. & Inc Fund II (NCZ) 1.97 -11% 146608 8.66
First American Financial (FAF) 1.91 NEW 56860 21.67
Wabash National Corporation (WNC) 1.90 -20% 171450 7.13
Agnico Com 1.90 -41% 23641 51.86
Kinross Gold Corp New 1.75 -41% 110200 10.21
Goldcorp Inc New 1.71 -41% 23997 45.84
Newmont Mining Corporation (NEM) 1.62 -41% 18643 56.00
Micron Technology (MU) 1.59 +140% 171760 5.98
Infinera (INFN) 1.59 +56% 186470 5.48
Silicon Motion Technology (SIMO) 1.59 -30% 69420 14.78
Ultratech (UTEK) 1.52 -17% 31311 31.39
Builders FirstSource (BLDR) 1.51 -15% 187520 5.19
Procera Networks (PKT) 1.41 -23% 38805 23.50
MFA Mortgage Investments (MFA) 1.36 NEW 103300 8.50
Magnachip Semiconductor Corp 1.26 -27% 68570 11.80
Hutchinson Technology Incorporated (HTCH) 1.25 -42% 461268 1.75
Quanta Services (PWR) 1.20 -44% 31340 24.70
Republic Airways Holdings (RJET) 1.06 +36% 147440 4.63
American Railcar Industries (ARII) 1.00 NEW 22700 28.33
EXCO Resources (XCO) 0.93 -31% 74550 8.01
SkyWest (SKYW) 0.93 NEW 58302 10.33
treasur island rty Tr Unit 0.89 -11% 526374 1.09
Kulicke and Soffa Industries (KLIC) 0.84 NEW 52040 10.40
USANA Health Sciences (USNA) 0.80 NEW 11060 46.47
Triumph (TGI) 0.77 +58% 7930 62.55
Trinity Industries (TRN) 0.75 NEW 16070 29.99
AEGEAN MARINE PETROLEUM Networ Com Stk 0.73 -40% 77480 6.07
Bottomline Technologies (EPAY) 0.69 NEW 18090 24.71
Barrett Business Services (BBSI) 0.69 NEW 16542 27.08
Integrated Silicon Solution (ISSI) 0.60 -22% 41673 9.26
Accuray Incorporated (ARAY) 0.44 -55% 40570 7.07
Saia (SAIA) 0.41 NEW 13080 20.11
Stamps (STMP) 0.36 -79% 9971 23.17
Silicon Image (SIMG) 0.18 NEW 24860 4.59
Cryoport Inc New 0.00 -99% 10000 0.20
cryoport inc Warrants 2/14/16 0.00 1.64M 0.00

Past 13F-HR SEC Filings by Westcliff Capital Management

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