Daruma Capital Management as of March 31, 2019
Portfolio Holdings for Daruma Capital Management
Daruma Capital Management holds 50 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Planet Fitness Inc-cl A (PLNT) | 4.2 | $37M | 544k | 68.72 | |
| CoStar (CSGP) | 4.2 | $37M | 79k | 466.43 | |
| Aerie Pharmaceuticals | 4.0 | $36M | 747k | 47.50 | |
| Therapeuticsmd | 3.9 | $35M | 7.1M | 4.87 | |
| Kratos Defense & Security Solutions (KTOS) | 3.7 | $33M | 2.1M | 15.63 | |
| Ii-vi | 3.5 | $31M | 836k | 37.24 | |
| Entegris (ENTG) | 3.5 | $31M | 868k | 35.69 | |
| Wright Express (WEX) | 3.5 | $31M | 159k | 191.99 | |
| Cubic Corporation | 3.5 | $30M | 541k | 56.24 | |
| Children's Place Retail Stores (PLCE) | 3.3 | $29M | 295k | 97.28 | |
| Novanta (NOVT) | 3.2 | $28M | 328k | 84.73 | |
| PROS Holdings (PRO) | 3.1 | $27M | 650k | 42.24 | |
| Cloudera | 3.1 | $27M | 2.5M | 10.94 | |
| Synovus Finl (SNV) | 3.1 | $27M | 796k | 34.36 | |
| Comfort Systems USA (FIX) | 3.1 | $27M | 520k | 52.39 | |
| At Home Group | 3.1 | $27M | 1.5M | 17.86 | |
| EnPro Industries (NPO) | 3.0 | $26M | 404k | 64.45 | |
| Callaway Golf Company (MODG) | 2.8 | $25M | 1.6M | 15.93 | |
| Encompass Health Corp (EHC) | 2.8 | $25M | 423k | 58.40 | |
| Boingo Wireless | 2.8 | $25M | 1.1M | 23.28 | |
| Tandem Diabetes Care (TNDM) | 2.7 | $24M | 378k | 63.50 | |
| Mobile Mini | 2.6 | $23M | 685k | 33.94 | |
| Minerals Technologies (MTX) | 2.5 | $22M | 380k | 58.79 | |
| Brooks Automation (AZTA) | 2.3 | $21M | 700k | 29.33 | |
| Ring Energy (REI) | 2.2 | $20M | 3.4M | 5.87 | |
| Bloomin Brands (BLMN) | 2.2 | $19M | 927k | 20.45 | |
| Bottomline Technologies | 2.1 | $19M | 375k | 50.09 | |
| Evercore Partners (EVR) | 2.0 | $18M | 197k | 91.00 | |
| OraSure Technologies (OSUR) | 2.0 | $18M | 1.6M | 11.15 | |
| Monotype Imaging Holdings | 2.0 | $18M | 897k | 19.89 | |
| Kemet Corporation Cmn | 2.0 | $18M | 1.1M | 16.97 | |
| Pacira Pharmaceuticals (PCRX) | 0.8 | $6.7M | 177k | 38.06 | |
| M/a (MTSI) | 0.6 | $5.3M | 315k | 16.71 | |
| Lumentum Hldgs (LITE) | 0.5 | $4.6M | 81k | 56.54 | |
| Agnico (AEM) | 0.5 | $4.2M | 96k | 43.50 | |
| Catalent | 0.5 | $3.9M | 97k | 40.59 | |
| Xylem (XYL) | 0.4 | $3.7M | 46k | 79.04 | |
| Zebra Technologies (ZBRA) | 0.4 | $3.6M | 17k | 209.51 | |
| Chart Industries (GTLS) | 0.4 | $3.4M | 38k | 90.52 | |
| Woodward Governor Company (WWD) | 0.4 | $3.3M | 35k | 94.88 | |
| FLIR Systems | 0.4 | $3.3M | 68k | 47.58 | |
| Insulet Corporation (PODD) | 0.4 | $3.2M | 34k | 95.08 | |
| Wpx Energy | 0.4 | $3.2M | 248k | 13.11 | |
| LHC | 0.3 | $2.9M | 26k | 110.87 | |
| Etsy (ETSY) | 0.3 | $2.9M | 44k | 67.21 | |
| Zions Bancorporation (ZION) | 0.3 | $2.8M | 61k | 45.41 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.6M | 52k | 50.66 | |
| Rh (RH) | 0.3 | $2.6M | 25k | 102.96 | |
| MasTec (MTZ) | 0.3 | $2.5M | 52k | 48.12 | |
| Brunswick Corporation (BC) | 0.2 | $2.2M | 44k | 50.34 |
