Irving Magee Investment Management as of March 31, 2012
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 51 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equity Lifestyle Properties (ELS) | 4.0 | $6.0M | 86k | 69.74 | |
| Rent-A-Center (UPBD) | 3.7 | $5.6M | 148k | 37.75 | |
| MasTec (MTZ) | 3.6 | $5.5M | 305k | 18.09 | |
| Evercore Partners (EVR) | 3.3 | $5.0M | 172k | 29.07 | |
| Texas Capital Bancshares (TCBI) | 3.3 | $5.0M | 144k | 34.62 | |
| Portfolio Recovery Associates | 3.1 | $4.7M | 65k | 71.71 | |
| Aeropostale | 2.7 | $4.1M | 188k | 21.62 | |
| Insperity (NSP) | 2.7 | $4.1M | 133k | 30.64 | |
| Toro Company (TTC) | 2.6 | $4.0M | 56k | 71.10 | |
| Watsco, Incorporated (WSO) | 2.6 | $4.0M | 54k | 74.04 | |
| Susquehanna Bancshares | 2.6 | $4.0M | 401k | 9.88 | |
| Portland General Electric Company (POR) | 2.5 | $3.9M | 154k | 24.98 | |
| El Paso Electric Company | 2.5 | $3.8M | 118k | 32.49 | |
| Par Pharmaceutical Companies | 2.5 | $3.8M | 98k | 38.73 | |
| Valassis Communications | 2.3 | $3.5M | 153k | 23.00 | |
| Cal-Maine Foods (CALM) | 2.2 | $3.4M | 89k | 38.26 | |
| Belden (BDC) | 2.2 | $3.4M | 90k | 37.91 | |
| Umpqua Holdings Corporation | 2.1 | $3.2M | 239k | 13.56 | |
| Rubicon Technology | 2.0 | $3.1M | 293k | 10.43 | |
| Community Health Systems (CYH) | 2.0 | $3.0M | 136k | 22.24 | |
| Volterra Semiconductor Corporation | 2.0 | $3.0M | 87k | 34.41 | |
| SVB Financial (SIVBQ) | 1.9 | $3.0M | 46k | 64.33 | |
| West Pharmaceutical Services (WST) | 1.9 | $2.9M | 69k | 42.52 | |
| RPM International (RPM) | 1.9 | $2.9M | 112k | 26.19 | |
| Silicon Laboratories (SLAB) | 1.9 | $2.8M | 65k | 42.99 | |
| Orthofix International Nv Com Stk | 1.8 | $2.8M | 74k | 37.58 | |
| Koppers Holdings (KOP) | 1.7 | $2.6M | 67k | 38.56 | |
| Bally Technologies | 1.7 | $2.5M | 54k | 46.75 | |
| Validus Holdings | 1.6 | $2.5M | 80k | 30.96 | |
| Speedway Motorsports | 1.6 | $2.4M | 130k | 18.68 | |
| Renasant (RNST) | 1.6 | $2.4M | 148k | 16.28 | |
| IBERIABANK Corporation | 1.6 | $2.4M | 44k | 53.46 | |
| Owens & Minor (OMI) | 1.6 | $2.4M | 78k | 30.41 | |
| Ancestry | 1.5 | $2.3M | 101k | 22.74 | |
| CACI International (CACI) | 1.5 | $2.2M | 36k | 62.30 | |
| Super Micro Computer (SMCI) | 1.4 | $2.2M | 126k | 17.46 | |
| Cloud Peak Energy | 1.4 | $2.2M | 137k | 15.93 | |
| Iridium Communications (IRDM) | 1.4 | $2.1M | 244k | 8.76 | |
| Horace Mann Educators Corporation (HMN) | 1.4 | $2.1M | 119k | 17.62 | |
| Tech Data Corporation | 1.4 | $2.1M | 39k | 54.25 | |
| Platinum Underwriter/ptp | 1.4 | $2.1M | 57k | 36.50 | |
| Green Plains Renewable Energy (GPRE) | 1.2 | $1.9M | 172k | 10.79 | |
| Kindred Healthcare | 1.2 | $1.8M | 213k | 8.64 | |
| Aspen Insurance Holdings | 1.2 | $1.8M | 65k | 27.93 | |
| A.M. Castle & Co. | 1.2 | $1.8M | 145k | 12.65 | |
| Knight Capital | 1.2 | $1.8M | 140k | 12.87 | |
| Tutor Perini Corporation (TPC) | 1.2 | $1.8M | 113k | 15.58 | |
| QLogic Corporation | 1.2 | $1.8M | 99k | 17.76 | |
| Cray | 1.1 | $1.7M | 239k | 7.32 | |
| Invacare Corporation | 0.9 | $1.4M | 86k | 16.57 | |
| Ntelos Holdings | 0.8 | $1.2M | 57k | 20.70 |
