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