12 West Capital Management as of Dec. 31, 2014
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
FleetCor Technologies | 27.2 | $219M | 1.5M | 148.71 | |
Masonite International | 16.9 | $137M | 2.2M | 61.46 | |
Advanced Drain Sys Inc Del (WMS) | 9.7 | $78M | 3.4M | 22.98 | |
Allegion Plc equity (ALLE) | 8.3 | $67M | 1.2M | 55.46 | |
Alnylam Pharmaceuticals (ALNY) | 7.8 | $63M | 651k | 97.00 | |
Uti Worldwide | 7.5 | $61M | 5.0M | 12.07 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 5.7 | $46M | 3.3M | 14.02 | |
Diana Containerships | 4.0 | $33M | 17M | 1.88 | |
Retailmenot | 3.5 | $28M | 1.9M | 14.62 | |
Diana Shipping (DSX) | 2.5 | $20M | 3.0M | 6.71 | |
Ascent Media Corporation | 1.9 | $16M | 296k | 52.93 | |
Casella Waste Systems (CWST) | 1.9 | $15M | 3.7M | 4.04 | |
Medifast (MED) | 1.3 | $10M | 307k | 33.55 | |
Euroseas | 1.1 | $8.5M | 11M | 0.76 | |
Zulily Inc cl a | 0.6 | $4.8M | 204k | 23.40 | |
Response Genetics (RGDXQ) | 0.1 | $783k | 2.4M | 0.32 |