12 West Capital Management as of Sept. 30, 2013
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 15 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
FleetCor Technologies | 25.4 | $178M | 1.6M | 110.16 | |
Tripadvisor (TRIP) | 14.3 | $100M | 1.3M | 75.84 | |
Uti Worldwide | 10.9 | $76M | 5.0M | 15.11 | |
Masonite International | 10.6 | $74M | 1.5M | 48.93 | |
Ascent Media Corporation | 6.5 | $46M | 567k | 80.62 | |
Macquarie Infrastructure Company | 6.3 | $44M | 829k | 53.54 | |
Blount International | 6.0 | $42M | 3.5M | 12.11 | |
A.M. Castle & Co. | 4.7 | $33M | 2.0M | 16.10 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 3.7 | $26M | 2.2M | 11.86 | |
Casella Waste Systems (CWST) | 3.0 | $21M | 3.7M | 5.75 | |
Shenandoah Telecommunications Company (SHEN) | 2.7 | $19M | 796k | 24.10 | |
Libbey | 2.5 | $18M | 745k | 23.78 | |
Idenix Pharmaceuticals | 1.3 | $9.2M | 1.8M | 5.19 | |
Diana Shipping (DSX) | 1.0 | $6.9M | 575k | 12.07 | |
Response Genetics (RGDXQ) | 0.8 | $5.4M | 2.4M | 2.22 |