Daruma Asset Management as of March 31, 2011
Portfolio Holdings for Daruma Asset Management
Daruma Asset Management holds 54 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shutterfly | 4.5 | $87M | 1.7M | 52.36 | |
Wright Express Corporation | 4.0 | $78M | 1.5M | 51.84 | |
Interface | 4.0 | $76M | 4.1M | 18.49 | |
First American Financial (FAF) | 3.6 | $70M | 4.3M | 16.50 | |
Maximus (MMS) | 3.5 | $68M | 841k | 81.17 | |
Progress Software Corporation (PRGS) | 3.4 | $66M | 2.3M | 29.09 | |
AMERIGROUP Corporation | 3.4 | $66M | 1.0M | 64.25 | |
CoStar (CSGP) | 3.4 | $65M | 1.0M | 62.68 | |
Healthsouth | 3.4 | $65M | 2.6M | 24.98 | |
Knoll | 3.3 | $63M | 3.0M | 20.96 | |
MGIC Investment (MTG) | 3.3 | $63M | 7.1M | 8.89 | |
Cadence Design Systems (CDNS) | 3.2 | $63M | 6.4M | 9.75 | |
Wabtec Corporation (WAB) | 3.2 | $63M | 923k | 67.83 | |
Advantage Oil & Gas | 3.2 | $61M | 6.8M | 8.97 | |
Allscripts Healthcare Solutions (MDRX) | 3.0 | $57M | 2.7M | 20.99 | |
Brady Corporation (BRC) | 2.9 | $57M | 1.6M | 35.69 | |
Sotheby's | 2.7 | $53M | 1.0M | 52.60 | |
United Stationers | 2.7 | $52M | 736k | 71.05 | |
Semtech Corporation (SMTC) | 2.7 | $52M | 2.1M | 25.02 | |
Rovi Corporation | 2.6 | $50M | 933k | 53.65 | |
Life Time Fitness | 2.5 | $48M | 1.3M | 37.31 | |
PMC-Sierra | 2.5 | $48M | 6.4M | 7.51 | |
Lumber Liquidators Holdings | 2.5 | $48M | 1.9M | 24.99 | |
Validus Holdings | 2.5 | $47M | 1.4M | 33.33 | |
Lululemon Athletica (LULU) | 2.4 | $46M | 517k | 89.05 | |
Pinnacle Entertainment | 2.4 | $46M | 3.3M | 13.62 | |
United Natural Foods (UNFI) | 2.4 | $46M | 1.0M | 44.82 | |
Air Methods Corporation | 2.4 | $45M | 673k | 67.25 | |
Convergys Corporation | 2.3 | $45M | 3.1M | 14.36 | |
K12 | 2.3 | $44M | 1.3M | 33.70 | |
Bally Technologies | 2.3 | $44M | 1.2M | 37.85 | |
Monster Worldwide | 2.3 | $44M | 2.8M | 15.90 | |
Chiquita Brands International | 2.0 | $38M | 2.5M | 15.34 | |
Acxiom Corporation | 1.6 | $31M | 2.2M | 14.35 | |
Plexus (PLXS) | 1.2 | $23M | 654k | 35.06 | |
Verisign (VRSN) | 0.0 | $686k | 19k | 36.20 | |
Williams-Sonoma (WSM) | 0.0 | $683k | 17k | 40.51 | |
Armstrong World Industries (AWI) | 0.0 | $771k | 17k | 46.28 | |
Valeant Pharmaceuticals Int | 0.0 | $800k | 16k | 49.79 | |
Cit | 0.0 | $538k | 13k | 42.56 | |
Cerner Corporation | 0.0 | $644k | 5.8k | 111.23 | |
Forest Oil Corporation | 0.0 | $570k | 15k | 37.85 | |
Dun & Bradstreet Corporation | 0.0 | $530k | 6.6k | 80.30 | |
Hertz Global Holdings | 0.0 | $649k | 42k | 15.63 | |
Atmel Corporation | 0.0 | $638k | 47k | 13.64 | |
Community Health Systems (CYH) | 0.0 | $511k | 13k | 39.95 | |
Regal-beloit Corporation (RRX) | 0.0 | $491k | 6.7k | 73.83 | |
MEMC Electronic Materials | 0.0 | $519k | 40k | 12.96 | |
Brocade Communications Systems | 0.0 | $627k | 102k | 6.15 | |
CoreLogic | 0.0 | $495k | 27k | 18.50 | |
Mednax (MD) | 0.0 | $609k | 9.1k | 66.63 | |
QEP Resources | 0.0 | $631k | 16k | 40.55 | |
International Game Technology | 0.0 | $471k | 29k | 16.24 | |
Urban Outfitters (URBN) | 0.0 | $396k | 13k | 29.84 |