Adirondack Research & Management as of Sept. 30, 2014
Portfolio Holdings for Adirondack Research & Management
Adirondack Research & Management holds 98 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Covanta Holding Corporation | 2.8 | $7.4M | 350k | 21.22 | |
| BLOUNT INTL INC NEW COM Stk | 2.3 | $6.2M | 410k | 15.13 | |
| Mattson Technology | 2.1 | $5.7M | 2.3M | 2.47 | |
| Fresh Del Monte Produce (FDP) | 2.1 | $5.6M | 177k | 31.90 | |
| Fly Leasing | 2.1 | $5.7M | 442k | 12.81 | |
| Express | 2.1 | $5.6M | 359k | 15.61 | |
| Journal Communications | 2.1 | $5.5M | 658k | 8.43 | |
| Kcg Holdings Inc Cl A | 2.0 | $5.5M | 544k | 10.13 | |
| FirstMerit Corporation | 2.0 | $5.4M | 308k | 17.60 | |
| Endurance Specialty Hldgs Lt | 2.0 | $5.4M | 97k | 55.18 | |
| TravelCenters of America | 1.9 | $5.3M | 532k | 9.88 | |
| Owens & Minor (OMI) | 1.9 | $5.2M | 159k | 32.74 | |
| Orthofix International Nv Com Stk | 1.9 | $5.1M | 164k | 30.96 | |
| Global Power Equipment Grp I | 1.9 | $5.1M | 340k | 14.90 | |
| Brocade Communications Systems | 1.9 | $5.0M | 461k | 10.87 | |
| Violin Memory | 1.8 | $4.7M | 974k | 4.87 | |
| Dean Foods Company | 1.8 | $4.7M | 357k | 13.25 | |
| Selective Insurance (SIGI) | 1.7 | $4.5M | 205k | 22.14 | |
| TETRA Technologies (TTI) | 1.7 | $4.5M | 417k | 10.82 | |
| Vishay Intertechnology (VSH) | 1.7 | $4.5M | 315k | 14.29 | |
| SeaChange International | 1.6 | $4.4M | 638k | 6.96 | |
| CNO Financial (CNO) | 1.6 | $4.4M | 258k | 16.96 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $4.3M | 404k | 10.62 | |
| Janus Capital | 1.5 | $4.2M | 286k | 14.54 | |
| Vonage Holdings | 1.5 | $4.2M | 1.3M | 3.28 | |
| McDermott International | 1.5 | $4.1M | 710k | 5.72 | |
| Trinity Biotech | 1.5 | $4.0M | 221k | 18.27 | |
| MFA Mortgage Investments | 1.5 | $4.0M | 514k | 7.78 | |
| Pan American Silver Corp Can (PAAS) | 1.5 | $4.0M | 364k | 10.98 | |
| Genworth Financial (GNW) | 1.4 | $3.9M | 298k | 13.10 | |
| PRGX Global | 1.4 | $3.9M | 663k | 5.86 | |
| Dynegy | 1.4 | $3.8M | 133k | 28.86 | |
| Brookline Ban (BRKL) | 1.4 | $3.7M | 438k | 8.55 | |
| Cowen | 1.4 | $3.7M | 997k | 3.75 | |
| Callaway Golf Company (MODG) | 1.4 | $3.7M | 508k | 7.24 | |
| Vitesse Semiconductor Corporate | 1.4 | $3.6M | 1.0M | 3.60 | |
| Real Networks | 1.3 | $3.5M | 508k | 6.95 | |
| Sanmina (SANM) | 1.3 | $3.5M | 167k | 20.86 | |
| Stewart Information Services Corporation (STC) | 1.2 | $3.4M | 115k | 29.35 | |
| Comverse | 1.2 | $3.4M | 150k | 22.33 | |
| Office Depot | 1.2 | $3.3M | 641k | 5.14 | |
| Phoenix Cos | 1.2 | $3.2M | 58k | 56.06 | |
| IAC/InterActive | 1.2 | $3.2M | 49k | 65.90 | |
| Electro Scientific Industries | 1.2 | $3.2M | 465k | 6.79 | |
| LSI Industries (LYTS) | 1.2 | $3.1M | 519k | 6.07 | |
| CTS Corporation (CTS) | 1.1 | $3.1M | 193k | 15.89 | |
| CryoLife (AORT) | 1.1 | $2.9M | 294k | 9.87 | |
| W&T Offshore (WTI) | 1.0 | $2.8M | 255k | 11.00 | |
| Seaboard Corporation (SEB) | 1.0 | $2.7M | 1.0k | 2674.78 | |
| IntraLinks Holdings | 1.0 | $2.7M | 335k | 8.10 | |
| Allscripts Healthcare Solutions (MDRX) | 1.0 | $2.7M | 201k | 13.41 | |
| Neophotonics Corp | 1.0 | $2.6M | 776k | 3.35 | |
| Eastman Kodak (KODK) | 1.0 | $2.6M | 118k | 21.97 | |
| Kraton Performance Polymers | 0.9 | $2.5M | 143k | 17.81 | |
| Black Diamond | 0.9 | $2.4M | 312k | 7.56 | |
| Alpha Natural Resources | 0.9 | $2.3M | 938k | 2.48 | |
| Montpelier Re Holdings/mrh | 0.8 | $2.2M | 72k | 31.08 | |
| Gaiam | 0.8 | $2.2M | 302k | 7.34 | |
| SandRidge Energy | 0.8 | $2.1M | 501k | 4.29 | |
| iPass | 0.8 | $2.2M | 1.4M | 1.51 | |
| Superior Industries International (SUP) | 0.8 | $2.1M | 122k | 17.53 | |
| Invacare Corporation | 0.7 | $1.9M | 157k | 11.81 | |
| LMI Aerospace | 0.7 | $1.8M | 142k | 12.80 | |
| Gfi | 0.6 | $1.7M | 313k | 5.41 | |
| Benchmark Electronics (BHE) | 0.6 | $1.7M | 76k | 22.21 | |
| Visteon Corporation (VC) | 0.6 | $1.7M | 17k | 97.24 | |
| Axt (AXTI) | 0.6 | $1.6M | 657k | 2.44 | |
| Emcor (EME) | 0.6 | $1.5M | 38k | 39.96 | |
| Autobytel | 0.6 | $1.5M | 180k | 8.59 | |
| Bebe Stores | 0.5 | $1.3M | 573k | 2.32 | |
| Capstone Turbine Corporation | 0.4 | $1.2M | 1.1M | 1.07 | |
| Alcatel-lucent | 0.4 | $1.1M | 372k | 3.03 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $802k | 20k | 40.90 | |
| Hartford Financial Services (HIG) | 0.3 | $781k | 21k | 37.23 | |
| Alcoa | 0.3 | $763k | 47k | 16.09 | |
| Huntsman Corporation (HUN) | 0.2 | $678k | 26k | 26.00 | |
| Xerox Corporation | 0.2 | $630k | 48k | 13.24 | |
| MetLife (MET) | 0.2 | $618k | 12k | 53.74 | |
| Hooper Holmes | 0.2 | $599k | 982k | 0.61 | |
| Morgan Stanley (MS) | 0.2 | $573k | 17k | 34.57 | |
| NiSource (NI) | 0.2 | $564k | 14k | 40.94 | |
| Coca-cola Enterprises | 0.2 | $574k | 13k | 44.32 | |
| At&t (T) | 0.2 | $486k | 14k | 35.22 | |
| Consolidated Edison (ED) | 0.2 | $460k | 8.1k | 56.62 | |
| Boston Scientific Corporation (BSX) | 0.2 | $459k | 39k | 11.82 | |
| Microsoft Corporation (MSFT) | 0.1 | $409k | 8.8k | 46.35 | |
| General Electric Company | 0.1 | $389k | 15k | 25.59 | |
| Exelon Corporation (EXC) | 0.1 | $378k | 11k | 34.08 | |
| TrustCo Bank Corp NY | 0.1 | $387k | 60k | 6.44 | |
| Abbvie (ABBV) | 0.1 | $374k | 6.5k | 57.76 | |
| Pfizer (PFE) | 0.1 | $322k | 11k | 29.53 | |
| Yahoo! | 0.1 | $286k | 7.0k | 40.71 | |
| Teck Resources Ltd cl b (TECK) | 0.1 | $309k | 16k | 18.90 | |
| Abbott Laboratories (ABT) | 0.1 | $278k | 6.7k | 41.65 | |
| Johnson & Johnson (JNJ) | 0.1 | $266k | 2.5k | 106.40 | |
| Mondelez Int (MDLZ) | 0.1 | $276k | 8.1k | 34.29 | |
| Liberator Medical Hld | 0.1 | $188k | 60k | 3.13 | |
| Emulex Corporation | 0.0 | $29k | 5.8k | 5.00 |
