Daruma Asset Management as of March 31, 2012
Portfolio Holdings for Daruma Asset Management
Daruma Asset Management holds 49 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Wright Express Corporation | 4.3 | $72M | 1.1M | 64.73 | |
Lumber Liquidators Holdings | 3.9 | $66M | 2.6M | 25.11 | |
Cadence Design Systems (CDNS) | 3.9 | $66M | 5.6M | 11.84 | |
Wabtec Corporation (WAB) | 3.9 | $65M | 868k | 75.37 | |
Shutterfly | 3.9 | $65M | 2.1M | 31.33 | |
Life Time Fitness | 3.7 | $63M | 1.2M | 50.57 | |
Healthsouth | 3.5 | $59M | 2.9M | 20.48 | |
CoStar (CSGP) | 3.5 | $58M | 842k | 69.05 | |
Bally Technologies | 3.4 | $57M | 1.2M | 46.75 | |
Semtech Corporation (SMTC) | 3.3 | $55M | 1.9M | 28.46 | |
Progress Software Corporation (PRGS) | 3.2 | $55M | 2.3M | 23.62 | |
Plexus (PLXS) | 3.2 | $55M | 1.6M | 34.99 | |
Rovi Corporation | 3.1 | $53M | 1.6M | 32.55 | |
Validus Holdings | 3.0 | $51M | 1.7M | 30.95 | |
Acxiom Corporation | 3.0 | $51M | 3.5M | 14.68 | |
Ciena Corporation (CIEN) | 3.0 | $50M | 3.1M | 16.19 | |
Brady Corporation (BRC) | 2.9 | $49M | 1.5M | 32.35 | |
Interface | 2.9 | $49M | 3.5M | 13.95 | |
Maximus (MMS) | 2.9 | $48M | 1.2M | 40.67 | |
Integrated Device Technology | 2.9 | $48M | 6.7M | 7.15 | |
Knoll | 2.9 | $48M | 2.9M | 16.64 | |
Armstrong World Industries (AWI) | 2.7 | $46M | 936k | 48.77 | |
Vera Bradley (VRA) | 2.7 | $45M | 1.5M | 30.19 | |
AMERIGROUP Corporation | 2.6 | $44M | 650k | 67.28 | |
United Stationers | 2.6 | $43M | 1.4M | 31.03 | |
Allscripts Healthcare Solutions (MDRX) | 2.5 | $43M | 2.6M | 16.60 | |
Air Methods Corporation | 2.5 | $42M | 476k | 87.25 | |
Pinnacle Entertainment | 2.5 | $41M | 3.6M | 11.51 | |
Sotheby's | 2.4 | $41M | 1.0M | 39.34 | |
Hill-Rom Holdings | 2.1 | $35M | 1.1M | 33.41 | |
Rogers Corporation (ROG) | 2.0 | $34M | 871k | 38.75 | |
Advantage Oil & Gas | 1.7 | $29M | 8.5M | 3.35 | |
Valeant Pharmaceuticals Int | 0.3 | $4.9M | 90k | 53.69 | |
Verisign (VRSN) | 0.3 | $4.6M | 119k | 38.35 | |
Regal-beloit Corporation (RRX) | 0.3 | $4.4M | 67k | 65.55 | |
Mednax (MD) | 0.3 | $4.3M | 58k | 74.37 | |
Hertz Global Holdings | 0.2 | $3.9M | 260k | 15.04 | |
QEP Resources | 0.2 | $3.7M | 121k | 30.50 | |
Royal Caribbean Cruises (RCL) | 0.2 | $3.4M | 114k | 29.43 | |
Brunswick Corporation (BC) | 0.2 | $3.3M | 128k | 25.75 | |
Riverbed Technology | 0.2 | $3.3M | 119k | 28.08 | |
Cerner Corporation | 0.2 | $3.2M | 42k | 76.17 | |
Pall Corporation | 0.2 | $3.0M | 51k | 59.64 | |
Atmel Corporation | 0.2 | $3.1M | 312k | 9.86 | |
Life Technologies | 0.2 | $3.0M | 62k | 48.83 | |
Poly | 0.2 | $2.7M | 141k | 19.07 | |
Assured Guaranty (AGO) | 0.1 | $2.6M | 155k | 16.52 | |
Dun & Bradstreet Corporation | 0.1 | $2.4M | 28k | 84.72 | |
RF Micro Devices | 0.1 | $2.2M | 446k | 4.98 |