Clifton Park Capital Management as of Sept. 30, 2014
Portfolio Holdings for Clifton Park Capital Management
Clifton Park Capital Management holds 21 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 |
---|---|---|---|---|---|
Mednax (MD) | 16.6 | $232M | 4.2M | 54.82 | |
World Fuel Services Corporation (WKC) | 16.3 | $228M | 5.7M | 39.92 | |
Snap-on Incorporated (SNA) | 12.7 | $178M | 1.5M | 121.08 | |
Ritchie Bros. Auctioneers Inco | 10.3 | $144M | 6.4M | 22.39 | |
HMS Holdings | 8.0 | $112M | 5.9M | 18.85 | |
Air Methods Corporation | 6.9 | $97M | 1.7M | 55.55 | |
Healthcare Services (HCSG) | 4.3 | $60M | 2.1M | 28.61 | |
Monro Muffler Brake (MNRO) | 3.5 | $49M | 1.0M | 48.53 | |
IPC The Hospitalist Company | 3.5 | $48M | 1.1M | 44.79 | |
Clovis Oncology | 2.6 | $36M | 791k | 45.36 | |
MarketAxess Holdings (MKTX) | 1.9 | $27M | 436k | 61.86 | |
FTI Consulting (FCN) | 1.9 | $26M | 750k | 34.96 | |
Quality Systems | 1.9 | $26M | 1.9M | 13.77 | |
Meridian Bioscience | 1.8 | $25M | 1.4M | 17.69 | |
Acacia Research Corporation (ACTG) | 1.6 | $23M | 1.5M | 15.48 | |
Liquidity Services (LQDT) | 1.5 | $21M | 1.5M | 13.76 | |
Tangoe | 1.2 | $17M | 1.3M | 13.55 | |
Rovi Corporation | 1.2 | $17M | 847k | 19.74 | |
InnerWorkings | 1.2 | $16M | 2.0M | 8.09 | |
Strayer Education | 0.6 | $9.0M | 150k | 59.88 | |
ITT Educational Services (ESINQ) | 0.5 | $6.9M | 1.6M | 4.29 |