Hood River Capital Management as of Sept. 30, 2014
Portfolio Holdings for Hood River Capital Management
Hood River Capital Management holds 83 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunedison | 3.9 | $28M | 1.5M | 18.88 | |
| Portfolio Recovery Associates | 3.0 | $21M | 409k | 52.23 | |
| Centene Corporation (CNC) | 2.6 | $19M | 224k | 82.71 | |
| Providence Service Corporation | 2.5 | $18M | 379k | 48.38 | |
| Umpqua Holdings Corporation | 2.5 | $18M | 1.1M | 16.47 | |
| Old Dominion Freight Line (ODFL) | 2.4 | $17M | 242k | 70.64 | |
| Skyworks Solutions (SWKS) | 2.1 | $15M | 259k | 58.05 | |
| Air Methods Corporation | 2.0 | $15M | 263k | 55.55 | |
| Pebblebrook Hotel Trust (PEB) | 2.0 | $14M | 383k | 37.34 | |
| Tuesday Morning Corporation | 1.9 | $14M | 725k | 19.41 | |
| VCA Antech | 1.9 | $14M | 353k | 39.33 | |
| Microsemi Corporation | 1.9 | $13M | 526k | 25.41 | |
| Magellan Health Services | 1.8 | $13M | 238k | 54.73 | |
| Lifelock | 1.8 | $13M | 888k | 14.29 | |
| Veeco Instruments (VECO) | 1.7 | $12M | 346k | 34.95 | |
| Trinet (TNET) | 1.6 | $12M | 460k | 25.75 | |
| Martin Marietta Materials (MLM) | 1.6 | $12M | 91k | 128.94 | |
| Super Micro Computer (SMCI) | 1.6 | $12M | 393k | 29.42 | |
| Cooper Companies | 1.6 | $11M | 73k | 155.76 | |
| Lions Gate Entertainment | 1.5 | $11M | 338k | 32.97 | |
| Team Health Holdings | 1.5 | $11M | 190k | 57.99 | |
| Greatbatch | 1.5 | $11M | 256k | 42.61 | |
| Examworks | 1.5 | $11M | 329k | 32.75 | |
| EnerSys (ENS) | 1.5 | $11M | 180k | 58.64 | |
| Genes (GCO) | 1.4 | $11M | 140k | 74.75 | |
| inContact, Inc . | 1.4 | $11M | 1.2M | 8.69 | |
| Integrated Device Technology | 1.4 | $10M | 643k | 15.95 | |
| Grand Canyon Education (LOPE) | 1.4 | $9.9M | 244k | 40.77 | |
| Greenbrier Companies (GBX) | 1.4 | $9.9M | 135k | 73.38 | |
| Lattice Semiconductor (LSCC) | 1.4 | $9.8M | 1.3M | 7.50 | |
| Bankunited (BKU) | 1.4 | $9.7M | 319k | 30.49 | |
| Mednax (MD) | 1.3 | $9.7M | 177k | 54.82 | |
| Rentrak Corporation | 1.3 | $9.6M | 157k | 60.94 | |
| KAR Auction Services (KAR) | 1.3 | $9.3M | 323k | 28.63 | |
| Constant Contact | 1.3 | $9.1M | 337k | 27.14 | |
| Synaptics, Incorporated (SYNA) | 1.3 | $9.1M | 124k | 73.20 | |
| Diamond Resorts International | 1.2 | $8.7M | 381k | 22.76 | |
| Apogee Enterprises (APOG) | 1.2 | $8.6M | 215k | 39.80 | |
| Genesee & Wyoming | 1.1 | $8.3M | 87k | 95.31 | |
| Huron Consulting (HURN) | 1.1 | $8.2M | 134k | 60.97 | |
| On Assignment | 1.1 | $7.8M | 290k | 26.85 | |
| Canadian Solar (CSIQ) | 1.1 | $7.8M | 219k | 35.77 | |
| Solera Holdings | 1.1 | $7.8M | 138k | 56.36 | |
| Violin Memory | 1.1 | $7.7M | 1.6M | 4.87 | |
| Truecar (TRUE) | 1.1 | $7.7M | 430k | 17.95 | |
| Proofpoint | 1.1 | $7.6M | 205k | 37.14 | |
| ACI Worldwide (ACIW) | 1.0 | $7.5M | 401k | 18.76 | |
| Swift Transportation Company | 1.0 | $7.5M | 357k | 20.98 | |
| Kirby Corporation (KEX) | 1.0 | $7.5M | 63k | 117.86 | |
| Resources Connection (RGP) | 1.0 | $7.4M | 530k | 13.94 | |
| AmSurg | 1.0 | $7.2M | 145k | 50.05 | |
| Omnicell (OMCL) | 1.0 | $6.9M | 253k | 27.33 | |
| Hexcel Corporation (HXL) | 0.9 | $6.9M | 173k | 39.70 | |
| Whitewave Foods | 0.9 | $6.6M | 182k | 36.33 | |
| Arcbest (ARCB) | 0.9 | $6.5M | 175k | 37.30 | |
| Global Eagle Acquisition Cor | 0.9 | $6.4M | 575k | 11.22 | |
| Heartland Express (HTLD) | 0.9 | $6.2M | 261k | 23.96 | |
| Cambrex Corporation | 0.8 | $6.1M | 328k | 18.68 | |
| Trina Solar | 0.8 | $5.8M | 479k | 12.07 | |
| United Natural Foods (UNFI) | 0.8 | $5.7M | 93k | 61.46 | |
| Molina Healthcare (MOH) | 0.8 | $5.6M | 133k | 42.30 | |
| Mattson Technology | 0.7 | $5.2M | 2.1M | 2.47 | |
| Monotype Imaging Holdings | 0.7 | $5.1M | 182k | 28.32 | |
| Cynosure | 0.7 | $5.1M | 243k | 21.00 | |
| Puma Biotechnology (PBYI) | 0.7 | $5.0M | 21k | 238.58 | |
| PGT | 0.7 | $4.8M | 514k | 9.32 | |
| Wageworks | 0.7 | $4.7M | 103k | 45.53 | |
| ISIS Pharmaceuticals | 0.6 | $4.3M | 112k | 38.83 | |
| Applied Optoelectronics (AAOI) | 0.6 | $4.2M | 263k | 16.10 | |
| Lyon William Homes cl a | 0.6 | $4.1M | 187k | 22.10 | |
| Dycom Industries (DY) | 0.6 | $4.0M | 130k | 30.71 | |
| CoStar (CSGP) | 0.5 | $3.9M | 25k | 155.55 | |
| Hanesbrands (HBI) | 0.5 | $3.7M | 35k | 107.43 | |
| Bank of the Ozarks | 0.5 | $3.7M | 118k | 31.52 | |
| MarineMax (HZO) | 0.5 | $3.7M | 222k | 16.85 | |
| TASER International | 0.5 | $3.7M | 240k | 15.44 | |
| Tandem Diabetes Care | 0.5 | $3.5M | 264k | 13.42 | |
| Papa Murphys Hldgs | 0.5 | $3.3M | 319k | 10.20 | |
| Cogent Communications (CCOI) | 0.4 | $2.9M | 86k | 33.61 | |
| KEYW Holding | 0.4 | $2.9M | 261k | 11.07 | |
| Patrick Industries (PATK) | 0.2 | $1.3M | 30k | 42.36 | |
| Callidus Software | 0.1 | $645k | 54k | 12.02 | |
| ARC GROUP Worldwide (RMTO) | 0.0 | $85k | 5.5k | 15.56 |
