Cloverdale Capital Management as of June 30, 2019
Portfolio Holdings for Cloverdale Capital Management
Cloverdale Capital Management holds 13 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rent-A-Center (UPBD) | 18.1 | $26M | 990k | 26.63 | |
| Perspecta | 12.9 | $19M | 805k | 23.41 | |
| Barrett Business Services (BBSI) | 12.4 | $18M | 220k | 82.60 | |
| Mohawk Industries (MHK) | 11.9 | $17M | 117k | 147.47 | |
| American Software (AMSWA) | 9.8 | $14M | 1.1M | 13.15 | |
| Amer (UHAL) | 7.4 | $11M | 28k | 378.55 | |
| Care | 7.1 | $10M | 944k | 10.98 | |
| Box Inc cl a (BOX) | 5.7 | $8.3M | 473k | 17.61 | |
| Cloudera | 5.0 | $7.3M | 1.4M | 5.26 | |
| Civeo | 4.6 | $6.7M | 3.9M | 1.72 | |
| Zovio (ZVOI) | 3.9 | $5.7M | 1.6M | 3.58 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.8 | $1.1M | 99k | 11.55 | |
| Nio Inc put | 0.4 | $520k | 200k | 2.60 |
