Irving Magee Investment Management as of Dec. 31, 2011
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 50 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Lifestyle Properties (ELS) | 4.1 | $5.7M | 86k | 66.69 | |
| Rent-A-Center (UPBD) | 4.0 | $5.5M | 148k | 37.00 | |
| MasTec (MTZ) | 3.8 | $5.3M | 304k | 17.37 | |
| Evercore Partners (EVR) | 3.3 | $4.6M | 172k | 26.62 | |
| NorthWestern Corporation (NWE) | 3.2 | $4.4M | 124k | 35.79 | |
| Texas Capital Bancshares (TCBI) | 3.2 | $4.4M | 143k | 30.61 | |
| Portfolio Recovery Associates | 3.2 | $4.4M | 65k | 67.52 | |
| Prestige Brands Holdings (PBH) | 3.0 | $4.2M | 370k | 11.27 | |
| El Paso Electric Company | 2.9 | $4.1M | 118k | 34.64 | |
| Rex Energy Corporation | 2.6 | $3.7M | 249k | 14.76 | |
| Watsco, Incorporated (WSO) | 2.5 | $3.5M | 53k | 65.66 | |
| Southwest Gas Corporation (SWX) | 2.5 | $3.5M | 83k | 42.48 | |
| Toro Company (TTC) | 2.5 | $3.4M | 56k | 60.66 | |
| Susquehanna Bancshares | 2.4 | $3.4M | 401k | 8.38 | |
| Insperity (NSP) | 2.4 | $3.4M | 132k | 25.35 | |
| Cal-Maine Foods (CALM) | 2.4 | $3.3M | 89k | 36.57 | |
| Par Pharmaceutical Companies | 2.3 | $3.2M | 98k | 32.73 | |
| Belden (BDC) | 2.1 | $3.0M | 89k | 33.28 | |
| Umpqua Holdings Corporation | 2.1 | $3.0M | 239k | 12.39 | |
| Valassis Communications | 2.1 | $2.9M | 153k | 19.23 | |
| Aeropostale | 2.1 | $2.9M | 188k | 15.25 | |
| Silicon Laboratories (SLAB) | 2.0 | $2.8M | 65k | 43.42 | |
| RPM International (RPM) | 2.0 | $2.7M | 112k | 24.55 | |
| Cloud Peak Energy | 1.9 | $2.6M | 137k | 19.32 | |
| West Pharmaceutical Services (WST) | 1.9 | $2.6M | 69k | 37.96 | |
| Orthofix International Nv Com Stk | 1.9 | $2.6M | 74k | 35.23 | |
| Validus Holdings | 1.8 | $2.5M | 80k | 31.49 | |
| Koppers Holdings (KOP) | 1.7 | $2.3M | 67k | 34.36 | |
| Renasant (RNST) | 1.6 | $2.2M | 148k | 15.00 | |
| Volterra Semiconductor Corporation | 1.6 | $2.2M | 87k | 25.61 | |
| SVB Financial (SIVBQ) | 1.6 | $2.2M | 46k | 47.70 | |
| IBERIABANK Corporation | 1.6 | $2.2M | 44k | 49.30 | |
| Owens & Minor (OMI) | 1.6 | $2.2M | 78k | 27.79 | |
| Bally Technologies | 1.5 | $2.1M | 54k | 39.55 | |
| CACI International (CACI) | 1.4 | $2.0M | 36k | 55.92 | |
| Speedway Motorsports | 1.4 | $2.0M | 130k | 15.33 | |
| Super Micro Computer (SMCI) | 1.4 | $2.0M | 125k | 15.68 | |
| Platinum Underwriter/ptp | 1.4 | $2.0M | 57k | 34.11 | |
| Tech Data Corporation | 1.4 | $1.9M | 39k | 49.41 | |
| Aspen Insurance Holdings | 1.2 | $1.7M | 65k | 26.50 | |
| Green Plains Renewable Energy (GPRE) | 1.2 | $1.7M | 171k | 9.76 | |
| Knight Capital | 1.2 | $1.6M | 140k | 11.82 | |
| Horace Mann Educators Corporation (HMN) | 1.2 | $1.6M | 119k | 13.71 | |
| Cray | 1.1 | $1.5M | 238k | 6.47 | |
| QLogic Corporation | 1.1 | $1.5M | 99k | 15.00 | |
| Tutor Perini Corporation (TPC) | 1.0 | $1.4M | 112k | 12.34 | |
| A.M. Castle & Co. | 1.0 | $1.4M | 144k | 9.46 | |
| Invacare Corporation | 0.9 | $1.3M | 86k | 15.29 | |
| Ntelos Holdings | 0.8 | $1.2M | 57k | 20.37 | |
| Lumos Networks | 0.6 | $867k | 57k | 15.35 |
