Insight Capital Research & Management as of June 30, 2011
Portfolio Holdings for Insight Capital Research & Management
Insight Capital Research & Management holds 91 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Polypore International | 5.7 | $20M | 291k | 67.84 | |
| IPG Photonics Corporation (IPGP) | 5.6 | $19M | 266k | 72.71 | |
| Polaris Industries (PII) | 5.3 | $18M | 163k | 111.17 | |
| CVR Energy (CVI) | 3.3 | $11M | 456k | 24.62 | |
| Pharmasset | 3.1 | $11M | 95k | 112.20 | |
| Key Energy Services | 3.0 | $11M | 584k | 18.00 | |
| FEI Company | 2.7 | $9.4M | 247k | 38.19 | |
| Shutterfly | 2.7 | $9.4M | 164k | 57.42 | |
| Sxc Health Solutions Corp | 2.5 | $8.5M | 144k | 58.92 | |
| Jazz Pharmaceuticals | 2.1 | $7.3M | 219k | 33.35 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.1 | $7.2M | 111k | 64.58 | |
| WellCare Health Plans | 2.0 | $7.0M | 137k | 51.41 | |
| Dollar Financial | 1.9 | $6.4M | 296k | 21.65 | |
| Ez (EZPW) | 1.8 | $6.1M | 172k | 35.57 | |
| Under Armour (UAA) | 1.7 | $6.0M | 78k | 77.31 | |
| Questcor Pharmaceuticals | 1.7 | $5.9M | 243k | 24.10 | |
| AMERIGROUP Corporation | 1.7 | $5.8M | 82k | 70.47 | |
| CARBO Ceramics | 1.6 | $5.6M | 35k | 162.95 | |
| Red Robin Gourmet Burgers (RRGB) | 1.6 | $5.5M | 152k | 36.38 | |
| Crocs (CROX) | 1.6 | $5.5M | 214k | 25.75 | |
| Hill-Rom Holdings | 1.6 | $5.4M | 117k | 46.04 | |
| Trinity Industries (TRN) | 1.6 | $5.4M | 155k | 34.88 | |
| Tempur-Pedic International (SGI) | 1.5 | $5.1M | 76k | 67.82 | |
| WABCO Holdings | 1.5 | $5.1M | 73k | 69.06 | |
| Waste Connections | 1.4 | $4.9M | 155k | 31.73 | |
| Coherent | 1.4 | $4.8M | 87k | 55.27 | |
| Robbins & Myers | 1.3 | $4.6M | 87k | 52.85 | |
| World Acceptance (WRLD) | 1.3 | $4.5M | 69k | 65.57 | |
| Golar Lng (GLNG) | 1.2 | $4.3M | 123k | 34.89 | |
| Portland General Electric Company (POR) | 1.2 | $4.2M | 167k | 25.28 | |
| Cooper Companies | 1.1 | $3.9M | 49k | 79.24 | |
| Sodastream International | 1.1 | $3.9M | 65k | 60.81 | |
| Ceradyne | 1.1 | $3.7M | 96k | 38.99 | |
| Herbalife Ltd Com Stk (HLF) | 1.1 | $3.7M | 65k | 57.64 | |
| Cash America International | 1.0 | $3.5M | 60k | 57.87 | |
| Ezchip Semiconductor Lt | 1.0 | $3.3M | 91k | 36.97 | |
| LSB Industries (LXU) | 0.9 | $3.1M | 72k | 42.92 | |
| Fortinet (FTNT) | 0.9 | $3.0M | 109k | 27.29 | |
| Ultratech | 0.9 | $3.0M | 98k | 30.38 | |
| Weight Watchers International | 0.8 | $2.9M | 39k | 75.47 | |
| MAKO Surgical | 0.8 | $2.9M | 98k | 29.73 | |
| Baidu (BIDU) | 0.8 | $2.9M | 20k | 140.13 | |
| Cummins (CMI) | 0.8 | $2.8M | 27k | 103.49 | |
| Sauer-Danfoss | 0.8 | $2.8M | 56k | 50.39 | |
| Cognizant Technology Solutions (CTSH) | 0.8 | $2.8M | 38k | 73.34 | |
| Kindred Healthcare | 0.8 | $2.7M | 127k | 21.47 | |
| Eaton Corporation | 0.8 | $2.6M | 51k | 51.45 | |
| McKesson Corporation (MCK) | 0.7 | $2.3M | 28k | 83.65 | |
| Ariad Pharmaceuticals | 0.6 | $2.2M | 195k | 11.33 | |
| El Paso Electric Company | 0.6 | $2.2M | 67k | 32.30 | |
| Accenture (ACN) | 0.6 | $2.1M | 35k | 60.42 | |
| Western Refining | 0.6 | $2.1M | 118k | 18.07 | |
| Anworth Mortgage Asset Corporation | 0.6 | $2.1M | 278k | 7.51 | |
| Pfizer (PFE) | 0.6 | $2.1M | 101k | 20.60 | |
| Dynegy | 0.6 | $2.1M | 336k | 6.19 | |
| Lululemon Athletica (LULU) | 0.5 | $1.9M | 17k | 111.82 | |
| Oracle Corporation (ORCL) | 0.5 | $1.8M | 54k | 32.91 | |
| Bed Bath & Beyond | 0.5 | $1.7M | 30k | 58.37 | |
| Bank of the Ozarks | 0.5 | $1.7M | 32k | 52.06 | |
| McDonald's Corporation (MCD) | 0.5 | $1.6M | 19k | 84.32 | |
| MWI Veterinary Supply | 0.5 | $1.5M | 19k | 80.77 | |
| Global Geophysical Svcs | 0.5 | $1.5M | 87k | 17.80 | |
| Glu Mobile | 0.5 | $1.5M | 293k | 5.27 | |
| Schlumberger (SLB) | 0.4 | $1.4M | 17k | 86.40 | |
| Acme Packet | 0.4 | $1.4M | 20k | 70.13 | |
| Caterpillar (CAT) | 0.4 | $1.3M | 13k | 106.46 | |
| AmerisourceBergen (COR) | 0.4 | $1.3M | 31k | 41.40 | |
| UnitedHealth (UNH) | 0.4 | $1.3M | 25k | 51.58 | |
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 19k | 63.57 | |
| Frontier Oil Corporation | 0.3 | $1.2M | 38k | 32.31 | |
| International Business Machines (IBM) | 0.3 | $1.1M | 6.7k | 171.55 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.1M | 17k | 66.52 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | 13k | 81.38 | |
| CF Industries Holdings (CF) | 0.3 | $1.1M | 7.6k | 141.67 | |
| Tibco Software | 0.3 | $982k | 34k | 29.02 | |
| Amazon (AMZN) | 0.3 | $952k | 4.7k | 204.49 | |
| Nordson Corporation (NDSN) | 0.3 | $974k | 18k | 54.85 | |
| priceline.com Incorporated | 0.3 | $941k | 1.8k | 511.93 | |
| Verizon Communications (VZ) | 0.3 | $882k | 24k | 37.23 | |
| Select Comfort | 0.3 | $902k | 50k | 17.98 | |
| Ametek (AME) | 0.3 | $905k | 20k | 44.90 | |
| CBS Corporation | 0.2 | $741k | 26k | 28.49 | |
| Union Pacific Corporation (UNP) | 0.2 | $728k | 7.0k | 104.40 | |
| Avista Corporation (AVA) | 0.2 | $739k | 29k | 25.69 | |
| CSX Corporation (CSX) | 0.2 | $705k | 27k | 26.22 | |
| Electronic Arts (EA) | 0.2 | $670k | 28k | 23.60 | |
| Baker Hughes Incorporated | 0.2 | $651k | 9.0k | 72.56 | |
| MetroPCS Communications | 0.2 | $634k | 37k | 17.21 | |
| Coca-Cola Company (KO) | 0.2 | $592k | 8.8k | 67.29 | |
| Microsoft Corporation (MSFT) | 0.1 | $484k | 19k | 26.00 | |
| Arrow Electronics (ARW) | 0.1 | $374k | 9.0k | 41.50 |
