Daruma Capital Management as of March 31, 2015
Portfolio Holdings for Daruma Capital Management
Daruma Capital Management holds 48 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Digitalglobe Com New | 4.4 | $98M | 2.9M | 34.07 | |
| Electronics For Imaging | 4.0 | $89M | 2.1M | 41.75 | |
| Acxiom Corporation | 3.9 | $87M | 4.7M | 18.49 | |
| A. Schulman | 3.9 | $87M | 1.8M | 48.20 | |
| Healthsouth Corp Com New | 3.9 | $87M | 2.0M | 44.36 | |
| WellCare Health Plans | 3.7 | $84M | 917k | 91.46 | |
| H.B. Fuller Company (FUL) | 3.7 | $83M | 1.9M | 42.87 | |
| Beacon Roofing Supply (BECN) | 3.6 | $81M | 2.6M | 31.30 | |
| Texas Capital Bancshares (TCBI) | 3.5 | $78M | 1.6M | 48.65 | |
| Oxford Industries (OXM) | 3.4 | $77M | 1.0M | 75.45 | |
| DealerTrack Holdings | 3.4 | $76M | 2.0M | 38.52 | |
| Brunswick Corporation (BC) | 3.3 | $75M | 1.5M | 51.45 | |
| On Assignment | 3.3 | $74M | 1.9M | 38.37 | |
| Scorpio Tankers SHS | 3.3 | $73M | 7.7M | 9.42 | |
| Cadence Design Systems (CDNS) | 3.2 | $72M | 3.9M | 18.44 | |
| Diebold Incorporated | 3.2 | $71M | 2.0M | 35.46 | |
| Wabtec Corporation (WAB) | 3.2 | $71M | 747k | 95.01 | |
| Wright Express (WEX) | 3.1 | $70M | 652k | 107.36 | |
| Carrizo Oil & Gas | 3.0 | $68M | 1.4M | 49.65 | |
| Insulet Corporation (PODD) | 3.0 | $68M | 2.0M | 33.35 | |
| Francescas Hldgs Corp | 3.0 | $67M | 3.8M | 17.80 | |
| Constant Contact | 3.0 | $66M | 1.7M | 38.21 | |
| Rogers Corporation (ROG) | 3.0 | $66M | 805k | 82.21 | |
| CoStar (CSGP) | 2.9 | $64M | 325k | 197.83 | |
| Monro Muffler Brake (MNRO) | 2.8 | $63M | 964k | 65.05 | |
| Pacira Pharmaceuticals (PCRX) | 2.6 | $59M | 660k | 88.85 | |
| Vera Bradley (VRA) | 2.6 | $58M | 3.6M | 16.23 | |
| Bankrate | 2.6 | $57M | 5.1M | 11.34 | |
| Sunopta (STKL) | 2.4 | $53M | 5.0M | 10.62 | |
| TETRA Technologies (TTI) | 1.0 | $23M | 3.7M | 6.18 | |
| Entegris (ENTG) | 0.9 | $19M | 1.4M | 13.69 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $5.0M | 50k | 100.35 | |
| Owens Corning (OC) | 0.2 | $5.0M | 115k | 43.40 | |
| Belden (BDC) | 0.2 | $4.9M | 53k | 93.55 | |
| Fortune Brands (FBIN) | 0.2 | $4.8M | 101k | 47.48 | |
| National Instruments | 0.2 | $4.5M | 142k | 32.04 | |
| Align Technology (ALGN) | 0.2 | $4.4M | 81k | 53.78 | |
| Universal Hlth Svcs CL B (UHS) | 0.2 | $4.3M | 37k | 117.72 | |
| Xylem (XYL) | 0.2 | $4.3M | 123k | 35.02 | |
| Avery Dennison Corporation (AVY) | 0.2 | $4.3M | 81k | 52.91 | |
| Pitney Bowes (PBI) | 0.2 | $4.2M | 181k | 23.32 | |
| Mednax (MD) | 0.2 | $4.2M | 58k | 72.50 | |
| Superior Energy Services | 0.2 | $4.2M | 186k | 22.34 | |
| Mattress Firm Holding | 0.2 | $4.1M | 60k | 69.64 | |
| Pall Corporation | 0.2 | $4.1M | 41k | 100.38 | |
| Pvh Corporation (PVH) | 0.2 | $4.0M | 38k | 106.56 | |
| Live Nation Entertainment (LYV) | 0.2 | $3.8M | 149k | 25.23 | |
| QEP Resources | 0.1 | $2.6M | 126k | 20.85 |
