Irving Magee Investment Management as of Sept. 30, 2012
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 52 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Capital Bancshares (TCBI) | 4.7 | $7.1M | 144k | 49.71 | |
| Portfolio Recovery Associates | 4.4 | $6.8M | 65k | 104.43 | |
| MasTec (MTZ) | 3.9 | $6.0M | 305k | 19.70 | |
| Equity Lifestyle Properties (ELS) | 3.8 | $5.9M | 86k | 68.12 | |
| Rent-A-Center (UPBD) | 3.4 | $5.2M | 148k | 35.04 | |
| Evercore Partners (EVR) | 3.0 | $4.6M | 172k | 27.00 | |
| Toro Company (TTC) | 2.9 | $4.5M | 113k | 39.78 | |
| Susquehanna Bancshares | 2.7 | $4.2M | 401k | 10.45 | |
| Portland General Electric Company (POR) | 2.7 | $4.2M | 154k | 27.04 | |
| El Paso Electric Company | 2.6 | $4.0M | 118k | 34.25 | |
| Cal-Maine Foods (CALM) | 2.6 | $4.0M | 89k | 44.94 | |
| Community Health Systems (CYH) | 2.6 | $4.0M | 136k | 29.14 | |
| Valassis Communications | 2.5 | $3.8M | 153k | 24.69 | |
| West Pharmaceutical Services (WST) | 2.4 | $3.7M | 69k | 53.07 | |
| Insperity (NSP) | 2.2 | $3.3M | 133k | 25.23 | |
| Orthofix International Nv Com Stk | 2.2 | $3.3M | 74k | 44.75 | |
| Silicon Laboratories (SLAB) | 2.1 | $3.2M | 88k | 36.76 | |
| RPM International (RPM) | 2.1 | $3.2M | 112k | 28.54 | |
| Umpqua Holdings Corporation | 2.0 | $3.1M | 239k | 12.90 | |
| Ancestry | 2.0 | $3.0M | 101k | 30.08 | |
| Renasant (RNST) | 1.9 | $2.9M | 148k | 19.61 | |
| Rubicon Technology | 1.8 | $2.8M | 293k | 9.58 | |
| SVB Financial (SIVBQ) | 1.8 | $2.8M | 46k | 60.46 | |
| Validus Holdings | 1.8 | $2.7M | 80k | 33.91 | |
| Bally Technologies | 1.7 | $2.7M | 54k | 49.39 | |
| Aeropostale | 1.7 | $2.5M | 188k | 13.53 | |
| Cloud Peak Energy | 1.6 | $2.5M | 137k | 18.10 | |
| Kindred Healthcare | 1.6 | $2.4M | 213k | 11.38 | |
| Thompson Creek Metals | 1.6 | $2.4M | 852k | 2.85 | |
| Platinum Underwriter/ptp | 1.5 | $2.3M | 57k | 40.87 | |
| Koppers Holdings (KOP) | 1.5 | $2.3M | 67k | 34.93 | |
| Owens & Minor (OMI) | 1.5 | $2.3M | 78k | 29.88 | |
| Horace Mann Educators Corporation (HMN) | 1.4 | $2.2M | 119k | 18.11 | |
| Tutor Perini Corporation (TPC) | 1.4 | $2.1M | 184k | 11.44 | |
| Swift Energy Company | 1.4 | $2.1M | 100k | 20.88 | |
| IBERIABANK Corporation | 1.3 | $2.0M | 44k | 45.80 | |
| Invacare Corporation | 1.3 | $2.0M | 142k | 14.14 | |
| Aspen Insurance Holdings | 1.3 | $2.0M | 65k | 30.49 | |
| Speedway Motorsports | 1.3 | $2.0M | 130k | 15.40 | |
| Volterra Semiconductor Corporation | 1.2 | $1.9M | 87k | 21.87 | |
| JetBlue Airways Corporation (JBLU) | 1.2 | $1.9M | 394k | 4.80 | |
| QLogic Corporation | 1.2 | $1.9M | 165k | 11.42 | |
| CACI International (CACI) | 1.2 | $1.9M | 36k | 51.79 | |
| A.M. Castle & Co. | 1.2 | $1.8M | 145k | 12.49 | |
| Iridium Communications (IRDM) | 1.2 | $1.8M | 244k | 7.32 | |
| Tech Data Corporation | 1.1 | $1.8M | 39k | 45.25 | |
| Belden (BDC) | 1.1 | $1.7M | 47k | 36.88 | |
| Watsco, Incorporated (WSO) | 1.1 | $1.6M | 21k | 75.79 | |
| Super Micro Computer (SMCI) | 1.0 | $1.5M | 126k | 12.03 | |
| Greenbrier Companies (GBX) | 0.9 | $1.3M | 82k | 16.14 | |
| Green Plains Renewable Energy (GPRE) | 0.7 | $1.0M | 172k | 5.86 | |
| Ntelos Holdings | 0.6 | $983k | 57k | 17.37 |
