Clifton Park Capital Management as of Dec. 31, 2014
Portfolio Holdings for Clifton Park Capital Management
Clifton Park Capital Management holds 24 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 |
---|---|---|---|---|---|
Mednax (MD) | 17.0 | $287M | 4.3M | 66.11 | |
World Fuel Services Corporation (WKC) | 16.0 | $270M | 5.7M | 46.93 | |
Snap-on Incorporated (SNA) | 11.9 | $201M | 1.5M | 136.74 | |
Ritchie Bros. Auctioneers Inco | 10.2 | $172M | 6.4M | 26.89 | |
HMS Holdings | 7.4 | $125M | 5.9M | 21.14 | |
Dorman Products (DORM) | 7.3 | $122M | 2.5M | 48.27 | |
Air Methods Corporation | 5.7 | $96M | 2.2M | 44.03 | |
Healthcare Services (HCSG) | 3.7 | $62M | 2.0M | 30.93 | |
Monro Muffler Brake (MNRO) | 3.4 | $57M | 979k | 57.80 | |
IPC The Hospitalist Company | 3.1 | $52M | 1.1M | 45.89 | |
Clovis Oncology | 2.6 | $44M | 791k | 56.00 | |
Acacia Research Corporation (ACTG) | 1.5 | $25M | 1.5M | 16.94 | |
FTI Consulting (FCN) | 1.5 | $25M | 639k | 38.63 | |
MarketAxess Holdings (MKTX) | 1.3 | $22M | 300k | 71.71 | |
Meridian Bioscience | 1.2 | $21M | 1.3M | 16.46 | |
Quality Systems | 1.1 | $19M | 1.2M | 15.59 | |
Tangoe | 1.0 | $17M | 1.3M | 13.03 | |
InnerWorkings | 0.9 | $16M | 2.0M | 7.79 | |
ITT Educational Services (ESINQ) | 0.9 | $15M | 1.6M | 9.61 | |
Liquidity Services (LQDT) | 0.7 | $12M | 1.5M | 8.18 | |
Strayer Education | 0.7 | $11M | 150k | 74.28 | |
Rovi Corporation | 0.5 | $8.4M | 370k | 22.60 | |
Auris Med Hldg | 0.4 | $6.5M | 1.7M | 3.90 | |
Enserv | 0.0 | $153k | 96k | 1.60 |