Irving Magee Investment Management as of Dec. 31, 2012
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 49 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 5.0 | $7.6M | 305k | 24.93 | |
| Portfolio Recovery Associates | 4.6 | $7.0M | 65k | 106.86 | |
| Texas Capital Bancshares (TCBI) | 4.2 | $6.4M | 144k | 44.82 | |
| Equity Lifestyle Properties (ELS) | 3.8 | $5.8M | 86k | 67.29 | |
| Evercore Partners (EVR) | 3.4 | $5.2M | 172k | 30.19 | |
| Rent-A-Center (UPBD) | 3.4 | $5.1M | 148k | 34.36 | |
| Toro Company (TTC) | 3.2 | $4.8M | 113k | 42.98 | |
| Insperity (NSP) | 2.8 | $4.3M | 133k | 32.56 | |
| Portland General Electric Company (POR) | 2.8 | $4.2M | 154k | 27.36 | |
| Susquehanna Bancshares | 2.8 | $4.2M | 401k | 10.48 | |
| Community Health Systems (CYH) | 2.8 | $4.2M | 136k | 30.74 | |
| Valassis Communications | 2.6 | $3.9M | 153k | 25.78 | |
| West Pharmaceutical Services (WST) | 2.5 | $3.8M | 69k | 54.75 | |
| El Paso Electric Company | 2.5 | $3.8M | 118k | 31.91 | |
| Silicon Laboratories (SLAB) | 2.4 | $3.7M | 88k | 41.80 | |
| Cal-Maine Foods (CALM) | 2.4 | $3.6M | 89k | 40.22 | |
| Thompson Creek Metals | 2.3 | $3.5M | 852k | 4.15 | |
| RPM International (RPM) | 2.2 | $3.3M | 112k | 29.36 | |
| Orthofix International Nv Com Stk | 1.9 | $2.9M | 74k | 39.33 | |
| Renasant (RNST) | 1.9 | $2.8M | 148k | 19.14 | |
| Umpqua Holdings Corporation | 1.9 | $2.8M | 239k | 11.79 | |
| Validus Holdings | 1.8 | $2.8M | 80k | 34.58 | |
| Greenbrier Companies (GBX) | 1.8 | $2.7M | 165k | 16.17 | |
| Platinum Underwriter/ptp | 1.7 | $2.6M | 57k | 46.00 | |
| Cloud Peak Energy | 1.7 | $2.6M | 137k | 19.33 | |
| SVB Financial (SIVBQ) | 1.7 | $2.6M | 46k | 55.97 | |
| Koppers Holdings (KOP) | 1.7 | $2.6M | 67k | 38.15 | |
| Tutor Perini Corporation (TPC) | 1.7 | $2.5M | 184k | 13.70 | |
| Aeropostale | 1.6 | $2.5M | 188k | 13.01 | |
| Horace Mann Educators Corporation (HMN) | 1.6 | $2.4M | 119k | 19.96 | |
| Swift Energy Company | 1.6 | $2.4M | 153k | 15.39 | |
| Invacare Corporation | 1.5 | $2.3M | 142k | 16.30 | |
| Speedway Motorsports | 1.5 | $2.3M | 130k | 17.84 | |
| Kindred Healthcare | 1.5 | $2.3M | 213k | 10.82 | |
| Super Micro Computer (SMCI) | 1.5 | $2.3M | 223k | 10.20 | |
| JetBlue Airways Corporation (JBLU) | 1.5 | $2.3M | 394k | 5.72 | |
| Owens & Minor (OMI) | 1.5 | $2.2M | 78k | 28.51 | |
| IBERIABANK Corporation | 1.4 | $2.2M | 44k | 49.12 | |
| A.M. Castle & Co. | 1.4 | $2.1M | 145k | 14.77 | |
| Aspen Insurance Holdings | 1.4 | $2.1M | 65k | 32.08 | |
| CACI International (CACI) | 1.3 | $2.0M | 36k | 55.03 | |
| Iridium Communications (IRDM) | 1.3 | $2.0M | 292k | 6.72 | |
| Rubicon Technology | 1.2 | $1.8M | 293k | 6.11 | |
| Tech Data Corporation | 1.2 | $1.8M | 39k | 45.53 | |
| Watsco, Incorporated (WSO) | 1.1 | $1.6M | 21k | 74.90 | |
| QLogic Corporation | 1.1 | $1.6M | 165k | 9.73 | |
| Volterra Semiconductor Corporation | 1.0 | $1.5M | 87k | 17.17 | |
| Ntelos Holdings | 0.5 | $742k | 57k | 13.11 | |
| Aar (AIR) | 0.1 | $173k | 9.3k | 18.63 |
