Daruma Capital Management as of Dec. 31, 2014
Portfolio Holdings for Daruma Capital Management
Daruma Capital Management holds 50 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 |
|---|---|---|---|---|---|
| Acxiom Corporation | 4.3 | $99M | 4.9M | 20.27 | |
| Digitalglobe Com New | 4.0 | $92M | 3.0M | 30.97 | |
| Brunswick Corporation (BC) | 3.9 | $90M | 1.8M | 51.26 | |
| H.B. Fuller Company (FUL) | 3.9 | $89M | 2.0M | 44.53 | |
| Lumber Liquidators Holdings (LL) | 3.5 | $81M | 1.2M | 66.31 | |
| Rogers Corporation (ROG) | 3.5 | $81M | 991k | 81.44 | |
| DealerTrack Holdings | 3.5 | $80M | 1.8M | 44.31 | |
| WellCare Health Plans | 3.4 | $78M | 949k | 82.06 | |
| Cadence Design Systems (CDNS) | 3.3 | $77M | 4.0M | 18.97 | |
| CoStar (CSGP) | 3.3 | $75M | 411k | 183.63 | |
| Vera Bradley (VRA) | 3.2 | $75M | 3.7M | 20.38 | |
| Beacon Roofing Supply (BECN) | 3.2 | $74M | 2.7M | 27.80 | |
| Healthsouth Corp Com New | 3.1 | $71M | 1.9M | 38.46 | |
| Constant Contact | 3.1 | $71M | 1.9M | 36.70 | |
| Diebold Incorporated | 3.1 | $71M | 2.1M | 34.64 | |
| Insulet Corporation (PODD) | 3.0 | $70M | 1.5M | 46.06 | |
| Scorpio Tankers SHS | 3.0 | $70M | 8.0M | 8.69 | |
| A. Schulman | 3.0 | $69M | 1.7M | 40.53 | |
| Texas Capital Bancshares (TCBI) | 3.0 | $69M | 1.3M | 54.33 | |
| Electronics For Imaging | 3.0 | $68M | 1.6M | 42.83 | |
| Monro Muffler Brake (MNRO) | 2.9 | $68M | 1.2M | 57.80 | |
| Wabtec Corporation (WAB) | 2.9 | $67M | 766k | 86.89 | |
| Wright Express (WEX) | 2.9 | $67M | 672k | 98.92 | |
| On Assignment | 2.9 | $66M | 2.0M | 33.19 | |
| Francescas Hldgs Corp | 2.8 | $65M | 3.9M | 16.70 | |
| Pacira Pharmaceuticals (PCRX) | 2.7 | $61M | 690k | 88.66 | |
| Sunopta (STKL) | 2.7 | $61M | 5.2M | 11.85 | |
| Oxford Industries (OXM) | 2.5 | $58M | 1.1M | 55.21 | |
| Carrizo Oil & Gas | 2.4 | $55M | 1.3M | 41.60 | |
| Bankrate | 2.3 | $52M | 4.2M | 12.43 | |
| TETRA Technologies (TTI) | 1.9 | $44M | 6.5M | 6.68 | |
| Belden (BDC) | 0.3 | $5.9M | 75k | 78.82 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $5.9M | 77k | 76.41 | |
| Universal Hlth Svcs CL B (UHS) | 0.2 | $5.4M | 49k | 111.25 | |
| Align Technology (ALGN) | 0.2 | $5.2M | 93k | 55.91 | |
| National Instruments | 0.2 | $5.1M | 163k | 31.09 | |
| Pitney Bowes (PBI) | 0.2 | $5.1M | 208k | 24.37 | |
| Fortune Brands (FBIN) | 0.2 | $4.9M | 108k | 45.27 | |
| Avery Dennison Corporation (AVY) | 0.2 | $4.9M | 94k | 51.88 | |
| Xylem (XYL) | 0.2 | $4.8M | 126k | 38.07 | |
| Perrigo SHS (PRGO) | 0.2 | $4.8M | 29k | 167.16 | |
| Owens Corning (OC) | 0.2 | $4.8M | 133k | 35.81 | |
| Pall Corporation | 0.2 | $4.7M | 47k | 101.21 | |
| Pvh Corporation (PVH) | 0.2 | $4.6M | 36k | 128.16 | |
| Live Nation Entertainment (LYV) | 0.2 | $4.5M | 172k | 26.11 | |
| Mednax (MD) | 0.2 | $4.4M | 67k | 66.11 | |
| Mattress Firm Holding | 0.2 | $4.0M | 69k | 58.08 | |
| Western Digital (WDC) | 0.2 | $3.9M | 36k | 110.70 | |
| QEP Resources | 0.1 | $2.9M | 146k | 20.22 | |
| Superior Energy Services | 0.1 | $2.7M | 134k | 20.15 |
