Irving Magee Investment Management as of March 31, 2013
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 51 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 5.1 | $8.5M | 305k | 28.07 | |
| Portfolio Recovery Associates | 4.1 | $6.9M | 65k | 105.17 | |
| Equity Lifestyle Properties (ELS) | 3.7 | $6.2M | 86k | 71.65 | |
| Evercore Partners (EVR) | 3.6 | $6.1M | 172k | 35.50 | |
| Texas Capital Bancshares (TCBI) | 3.6 | $6.1M | 144k | 42.32 | |
| Community Health Systems (CYH) | 3.1 | $5.2M | 136k | 38.57 | |
| Rent-A-Center (UPBD) | 3.1 | $5.2M | 148k | 34.98 | |
| Toro Company (TTC) | 3.0 | $5.0M | 113k | 44.71 | |
| Susquehanna Bancshares | 2.8 | $4.6M | 401k | 11.56 | |
| Portland General Electric Company (POR) | 2.6 | $4.4M | 154k | 28.56 | |
| Insperity (NSP) | 2.6 | $4.4M | 133k | 32.97 | |
| Valassis Communications | 2.6 | $4.3M | 153k | 28.16 | |
| West Pharmaceutical Services (WST) | 2.4 | $4.1M | 69k | 58.81 | |
| El Paso Electric Company | 2.4 | $4.0M | 118k | 33.57 | |
| Silicon Laboratories (SLAB) | 2.2 | $3.8M | 88k | 42.81 | |
| Cal-Maine Foods (CALM) | 2.2 | $3.8M | 89k | 42.15 | |
| Thompson Creek Metals | 2.1 | $3.6M | 852k | 4.18 | |
| RPM International (RPM) | 2.1 | $3.5M | 112k | 31.65 | |
| Greenbrier Companies (GBX) | 1.9 | $3.2M | 165k | 19.27 | |
| Umpqua Holdings Corporation | 1.8 | $3.0M | 239k | 12.74 | |
| SVB Financial (SIVBQ) | 1.8 | $3.0M | 46k | 64.15 | |
| Tutor Perini Corporation (TPC) | 1.7 | $2.9M | 184k | 15.79 | |
| Validus Holdings | 1.7 | $2.8M | 80k | 35.72 | |
| Renasant (RNST) | 1.7 | $2.8M | 148k | 19.06 | |
| Orthofix International Nv Com Stk | 1.7 | $2.8M | 74k | 37.90 | |
| Platinum Underwriter/ptp | 1.7 | $2.8M | 57k | 48.66 | |
| Intrepid Potash | 1.6 | $2.8M | 118k | 23.42 | |
| Koppers Holdings (KOP) | 1.6 | $2.8M | 67k | 41.27 | |
| Super Micro Computer (SMCI) | 1.6 | $2.8M | 223k | 12.40 | |
| Stone Energy Corporation | 1.6 | $2.6M | 117k | 22.60 | |
| Aeropostale | 1.5 | $2.6M | 188k | 13.78 | |
| Horace Mann Educators Corporation (HMN) | 1.5 | $2.6M | 119k | 21.52 | |
| Swift Energy Company | 1.5 | $2.5M | 153k | 16.58 | |
| Cloud Peak Energy | 1.5 | $2.5M | 137k | 18.48 | |
| JetBlue Airways Corporation (JBLU) | 1.5 | $2.5M | 394k | 6.35 | |
| A.M. Castle & Co. | 1.5 | $2.5M | 145k | 17.00 | |
| Invacare Corporation | 1.4 | $2.4M | 142k | 17.00 | |
| Owens & Minor (OMI) | 1.4 | $2.4M | 78k | 30.75 | |
| Kindred Healthcare | 1.4 | $2.3M | 213k | 10.94 | |
| IBERIABANK Corporation | 1.4 | $2.3M | 44k | 51.44 | |
| Aspen Insurance Holdings | 1.3 | $2.2M | 65k | 33.53 | |
| Speedway Motorsports | 1.2 | $2.1M | 130k | 16.16 | |
| CACI International (CACI) | 1.2 | $2.1M | 36k | 57.27 | |
| Iridium Communications (IRDM) | 1.2 | $2.1M | 292k | 7.12 | |
| QLogic Corporation | 1.2 | $1.9M | 165k | 11.80 | |
| Tech Data Corporation | 1.1 | $1.9M | 39k | 49.95 | |
| Rubicon Technology | 1.1 | $1.9M | 293k | 6.47 | |
| Aar (AIR) | 1.1 | $1.8M | 90k | 20.01 | |
| Watsco, Incorporated (WSO) | 1.0 | $1.6M | 21k | 75.62 | |
| Volterra Semiconductor Corporation | 0.8 | $1.3M | 87k | 15.12 | |
| Ntelos Holdings | 0.4 | $700k | 57k | 12.36 |
