12 West Capital Management as of June 30, 2014
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 16 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 27.3 | $213M | 1.6M | 131.80 | |
| Masonite International | 15.3 | $119M | 2.1M | 56.26 | |
| Tripadvisor (TRIP) | 11.9 | $93M | 857k | 108.66 | |
| Uti Worldwide | 6.7 | $52M | 5.0M | 10.34 | |
| BLOUNT INTL INC NEW COM Stk | 6.3 | $49M | 3.5M | 14.11 | |
| Allegion Plc equity (ALLE) | 5.8 | $45M | 799k | 56.68 | |
| Ascent Media Corp | 4.8 | $37M | 567k | 66.01 | |
| Idenix Pharmaceuticals | 4.4 | $35M | 1.4M | 24.10 | |
| Shenandoah Telecommunications Company (SHEN) | 4.2 | $33M | 1.1M | 30.46 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 3.8 | $30M | 3.0M | 10.09 | |
| Libbey | 2.9 | $23M | 844k | 26.64 | |
| Casella Waste Systems (CWST) | 2.4 | $19M | 3.7M | 5.01 | |
| Diana Shipping (DSX) | 2.1 | $16M | 1.5M | 10.89 | |
| Euroseas | 1.7 | $13M | 11M | 1.16 | |
| Response Genetics (RGDXQ) | 0.3 | $2.3M | 2.4M | 0.92 | |
| Diana Containerships | 0.2 | $1.3M | 500k | 2.53 |
