Hood River Capital Management as of June 30, 2014
Portfolio Holdings for Hood River Capital Management
Hood River Capital Management holds 83 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sunedison | 5.2 | $39M | 1.7M | 22.60 | |
Portfolio Recovery Associates | 3.2 | $24M | 400k | 59.53 | |
Skyworks Solutions (SWKS) | 2.6 | $19M | 414k | 46.96 | |
Centene Corporation (CNC) | 2.6 | $19M | 256k | 75.61 | |
Cooper Companies | 2.4 | $18M | 134k | 135.53 | |
Umpqua Holdings Corporation | 2.4 | $18M | 1.0M | 17.92 | |
Magellan Health Services | 2.1 | $16M | 255k | 62.24 | |
Old Dominion Freight Line (ODFL) | 2.1 | $16M | 247k | 63.68 | |
EnerSys (ENS) | 2.0 | $15M | 219k | 68.79 | |
Integrated Device Technology | 2.0 | $15M | 960k | 15.46 | |
Mednax (MD) | 2.0 | $15M | 252k | 58.15 | |
Pebblebrook Hotel Trust (PEB) | 1.9 | $14M | 391k | 36.96 | |
Greatbatch | 1.9 | $14M | 281k | 49.06 | |
Genes (GCO) | 1.8 | $14M | 165k | 82.13 | |
On Assignment | 1.8 | $14M | 382k | 35.57 | |
Air Methods Corporation | 1.8 | $13M | 255k | 51.65 | |
Swift Transportation Company | 1.7 | $13M | 497k | 25.23 | |
Providence Service Corporation | 1.6 | $12M | 328k | 36.59 | |
Diamond Resorts International | 1.6 | $12M | 509k | 23.27 | |
Commscope Hldg (COMM) | 1.6 | $12M | 513k | 23.13 | |
Solarcity | 1.6 | $12M | 164k | 70.60 | |
Grand Canyon Education (LOPE) | 1.5 | $11M | 249k | 45.97 | |
Synaptics, Incorporated (SYNA) | 1.5 | $11M | 126k | 90.64 | |
inContact, Inc . | 1.5 | $11M | 1.2M | 9.19 | |
Conn's (CONNQ) | 1.5 | $11M | 223k | 49.39 | |
Lifelock | 1.4 | $11M | 759k | 13.96 | |
KAR Auction Services (KAR) | 1.4 | $11M | 330k | 31.87 | |
Examworks | 1.3 | $10M | 316k | 31.73 | |
Lions Gate Entertainment | 1.3 | $9.9M | 345k | 28.58 | |
Kirby Corporation (KEX) | 1.3 | $9.8M | 84k | 117.14 | |
Huron Consulting (HURN) | 1.3 | $9.7M | 137k | 70.82 | |
Solera Holdings | 1.3 | $9.4M | 141k | 67.15 | |
Genesee & Wyoming | 1.2 | $9.3M | 89k | 105.00 | |
Encore Capital (ECPG) | 1.2 | $9.1M | 201k | 45.42 | |
VCA Antech | 1.2 | $9.0M | 257k | 35.09 | |
Hexcel Corporation (HXL) | 1.2 | $9.0M | 220k | 40.90 | |
Cambrex Corporation | 1.2 | $8.9M | 432k | 20.70 | |
Bankunited (BKU) | 1.2 | $8.7M | 259k | 33.48 | |
Barrett Business Services (BBSI) | 1.1 | $8.5M | 180k | 47.00 | |
Maximus (MMS) | 1.1 | $8.0M | 186k | 43.02 | |
Proofpoint | 1.1 | $7.8M | 209k | 37.46 | |
Cogent Communications (CCOI) | 1.0 | $7.8M | 225k | 34.55 | |
Constant Contact | 1.0 | $7.7M | 241k | 32.11 | |
Veeco Instruments (VECO) | 1.0 | $7.5M | 202k | 37.26 | |
Power Integrations (POWI) | 1.0 | $7.3M | 128k | 57.54 | |
KEYW Holding | 1.0 | $7.3M | 582k | 12.57 | |
Tuesday Morning Corporation | 1.0 | $7.3M | 409k | 17.82 | |
Applied Optoelectronics (AAOI) | 1.0 | $7.2M | 313k | 23.20 | |
Greenbrier Companies (GBX) | 1.0 | $7.2M | 125k | 57.60 | |
Microsemi Corporation | 0.9 | $7.0M | 261k | 26.76 | |
Euronet Worldwide (EEFT) | 0.9 | $6.9M | 144k | 48.24 | |
Trex Company (TREX) | 0.9 | $6.9M | 238k | 28.82 | |
Global Eagle Acquisition Cor | 0.9 | $6.5M | 522k | 12.40 | |
Hanesbrands (HBI) | 0.8 | $6.2M | 63k | 98.44 | |
United Natural Foods (UNFI) | 0.8 | $6.2M | 95k | 65.10 | |
Omnicell (OMCL) | 0.8 | $6.1M | 211k | 28.71 | |
Molina Healthcare (MOH) | 0.8 | $6.1M | 136k | 44.63 | |
Team Health Holdings | 0.8 | $6.0M | 120k | 49.94 | |
Whitewave Foods | 0.8 | $6.0M | 185k | 32.37 | |
Bally Technologies | 0.8 | $5.9M | 89k | 65.72 | |
MarineMax (HZO) | 0.8 | $5.8M | 348k | 16.74 | |
Lyon William Homes cl a | 0.8 | $5.8M | 191k | 30.44 | |
Monotype Imaging Holdings | 0.7 | $5.2M | 185k | 28.17 | |
Cynosure | 0.7 | $5.3M | 248k | 21.25 | |
Violin Memory | 0.7 | $4.9M | 1.1M | 4.43 | |
MWI Veterinary Supply | 0.7 | $4.9M | 34k | 141.99 | |
PGT | 0.6 | $4.4M | 524k | 8.47 | |
Finisar Corporation | 0.6 | $4.3M | 216k | 19.75 | |
Heartland Express (HTLD) | 0.5 | $4.0M | 188k | 21.34 | |
CoStar (CSGP) | 0.5 | $4.1M | 26k | 158.17 | |
Bank of the Ozarks | 0.5 | $4.0M | 121k | 33.45 | |
ISIS Pharmaceuticals | 0.5 | $3.9M | 114k | 34.45 | |
Wageworks | 0.5 | $3.9M | 82k | 48.21 | |
Alnylam Pharmaceuticals (ALNY) | 0.5 | $3.6M | 58k | 63.16 | |
Marten Transport (MRTN) | 0.4 | $2.9M | 129k | 22.35 | |
Nordic American Tanker Shippin (NAT) | 0.3 | $2.6M | 275k | 9.53 | |
Tristate Capital Hldgs | 0.3 | $2.6M | 184k | 14.13 | |
Mattson Technology | 0.3 | $2.5M | 1.1M | 2.19 | |
Sunedison Semiconductor | 0.3 | $2.5M | 149k | 16.93 | |
Trinet (TNET) | 0.3 | $2.4M | 99k | 24.07 | |
Rentrak Corporation | 0.3 | $2.0M | 39k | 52.45 | |
Papa Murphys Hldgs | 0.1 | $809k | 84k | 9.58 | |
Resources Connection (RGP) | 0.0 | $262k | 20k | 13.10 |