WESTCLIFF CAPITAL MANAGEMENT

Latest statistics and disclosures from WESTCLIFF CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

WESTCLIFF CAPITAL MANAGEMENT portfolio companies for September 2012 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
ARMOUR Residential REIT (ARR) 8.83 742957 +61.00% 7.66 3.16
American Capital Mortgage In 7.41 190142 +291.00% 25.13 0.00
Invesco Mortgage Capital (IVR) 4.68 149979 +42.00% 20.13 15.44
Support (SPRT) 4.59 698832 -11.00% 4.23 1.70
Western Asset Mortgage cmn 3.44 100000 NEW 22.20 0.00
Apollo Residential Mortgage 3.25 94987 +19.00% 22.05 0.00
Hercules Offshore (HERO) 2.87 379290 -22.00% 4.87 0.44
Capstead Mortgage Corporation (CMO) 2.84 135870 +93.00% 13.49 11.63
* Barrick Gold 2.58 39764 -39.00% 41.77 0.00
Cys Investments 2.56 117300 +223.00% 14.09 0.00
Cirrus Logic (CRUS) 2.47 41418 +42.00% 38.39 33.06
Ag Mtg Invt Tr 2.39 63900 NEW 24.13 0.00
Stewart Information Services Corporation (STC) 2.37 75800 NEW 20.15 36.98
Cynosure (CYNO) 2.35 57400 +13.00% 26.36 29.75
Multimedia Games (MGAM) 2.24 91770 15.73 36.44
AGIC Convertible & Income Fund (NCV) 2.05 140049 +2.00% 9.44 9.06
Mattersight 2.00 218127 +18.00% 5.92 0.00
MarineMax (HZO) 1.98 153980 +46.00% 8.29 25.59
Nicholas-Applegate Conv. & Inc Fund II (NCZ) 1.97 146608 -11.00% 8.66 8.48
First American Financial (FAF) 1.91 56860 NEW 21.67 33.39
Wabash National Corporation (WNC) 1.90 171450 -20.00% 7.13 14.35
Agni 1.90 23641 -41.00% 51.86 0.00
Kinross Gold 1.75 110200 -41.00% 10.21 0.00
Gold 1.71 23997 -41.00% 45.84 0.00
Newmont Mining Corporation (NEM) 1.62 18643 -41.00% 56.00 21.67
Micron Technology (MU) 1.59 171760 +140.00% 5.98 27.78
Infinera (INFN) 1.59 186470 +56.00% 5.48 18.11
Silicon Motion Technology (SIMO) 1.59 69420 -30.00% 14.78 27.11
Ultratech (UTEK) 1.52 31311 -17.00% 31.39 17.37
Builders FirstSource (BLDR) 1.51 187520 -15.00% 5.19 5.89
Procera Networks (PKT) 1.41 38805 -23.00% 23.50 9.27
MFA Mortgage Investments (MFA) 1.36 103300 NEW 8.50 7.82
Magnachip Semiconductor 1.26 68570 -27.00% 11.80 0.00
Hutchinson Technology Incorporated (HTCH) 1.25 461268 -42.00% 1.75 3.22
Quanta Services (PWR) 1.20 31340 -44.00% 24.70 28.12
Republic Airways Holdings (RJET) 1.06 147440 +36.00% 4.63 12.89
American Railcar Industries (ARII) 1.00 22700 NEW 28.33 48.26
EXCO Resources (XCO) 0.93 74550 -31.00% 8.01 1.61
SkyWest (SKYW) 0.93 58302 NEW 10.33 14.75
treasur island rty Tr Unit 0.89 526374 -11.00% 1.09 0.00
Kulicke and Soffa Industries (KLIC) 0.84 52040 NEW 10.40 15.85
USANA Health Sciences (USNA) 0.80 11060 NEW 46.47 97.56
Triumph (TGI) 0.77 7930 +58.00% 62.55 58.72
Trinity Industries (TRN) 0.75 16070 NEW 29.99 30.84
AEGEAN MARINE PETROLEUM Networ Com Stk 0.73 77480 -40.00% 6.07 0.00
Bottomline Technologies (EPAY) 0.69 18090 NEW 24.71 25.83
Barrett Business Services (BBSI) 0.69 16542 NEW 27.08 40.75
Integrated Silicon Solution (ISSI) 0.60 41673 -22.00% 9.26 16.31
Accuray Incorporated (ARAY) 0.44 40570 -55.00% 7.07 8.54
Saia (SAIA) 0.41 13080 NEW 20.11 45.03
Stamps (STMP) 0.36 9971 -79.00% 23.17 55.90
Silicon Image (SIMG) 0.18 24860 NEW 4.59 7.28
Cryoport 0.00 10000 -99.00% 0.20 0.00
cryoport inc Warrants 2/14/16 0.00 1.64M 0.00 0.00

Past 13F-HR SEC Filings for WESTCLIFF CAPITAL MANAGEMENT