12 West Capital Management as of March 31, 2014
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
FleetCor Technologies | 29.7 | $186M | 1.6M | 115.10 | |
Masonite International | 13.8 | $86M | 1.5M | 56.52 | |
Uti Worldwide | 8.5 | $53M | 5.0M | 10.59 | |
Ascent Media Corporation | 6.8 | $43M | 567k | 75.55 | |
Blount International | 6.7 | $42M | 3.5M | 11.90 | |
Shenandoah Telecommunications Company (SHEN) | 5.6 | $35M | 1.1M | 32.29 | |
Allegion Plc equity (ALLE) | 5.3 | $33M | 635k | 52.17 | |
A.M. Castle & Co. | 5.0 | $31M | 2.1M | 14.69 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 4.1 | $26M | 2.6M | 9.86 | |
Libbey | 3.5 | $22M | 844k | 26.00 | |
Casella Waste Systems (CWST) | 3.0 | $19M | 3.7M | 5.11 | |
Diana Shipping (DSX) | 2.8 | $18M | 1.5M | 11.99 | |
Euroseas | 2.2 | $14M | 11M | 1.25 | |
Idenix Pharmaceuticals | 1.7 | $11M | 1.8M | 6.03 | |
ARI Network Services | 0.7 | $4.6M | 1.5M | 3.16 | |
Response Genetics (RGDXQ) | 0.5 | $2.9M | 2.4M | 1.19 | |
Global Geophysical Svcs | 0.0 | $180k | 1.5M | 0.12 |