Irving Magee Investment Management as of June 30, 2013
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 51 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 5.5 | $10M | 305k | 32.90 | |
| Portfolio Recovery Associates | 5.5 | $10M | 195k | 51.21 | |
| Equity Lifestyle Properties (ELS) | 3.7 | $6.8M | 172k | 39.29 | |
| Evercore Partners (EVR) | 3.7 | $6.8M | 172k | 39.28 | |
| Texas Capital Bancshares (TCBI) | 3.5 | $6.4M | 144k | 44.36 | |
| Community Health Systems (CYH) | 3.5 | $6.4M | 136k | 46.88 | |
| Rent-A-Center (UPBD) | 3.1 | $5.6M | 148k | 37.55 | |
| Susquehanna Bancshares | 2.8 | $5.2M | 401k | 12.85 | |
| Toro Company (TTC) | 2.8 | $5.1M | 113k | 45.41 | |
| Insperity (NSP) | 2.7 | $4.9M | 163k | 30.30 | |
| West Pharmaceutical Services (WST) | 2.7 | $4.9M | 69k | 70.26 | |
| Portland General Electric Company (POR) | 2.6 | $4.7M | 154k | 30.59 | |
| El Paso Electric Company | 2.3 | $4.2M | 118k | 35.31 | |
| Cal-Maine Foods (CALM) | 2.3 | $4.2M | 89k | 46.51 | |
| Greenbrier Companies (GBX) | 2.2 | $4.0M | 165k | 24.37 | |
| SVB Financial (SIVBQ) | 2.1 | $3.8M | 46k | 83.32 | |
| Valassis Communications | 2.1 | $3.8M | 153k | 24.59 | |
| Silicon Laboratories (SLAB) | 2.0 | $3.7M | 88k | 41.41 | |
| Renasant (RNST) | 2.0 | $3.6M | 148k | 24.34 | |
| Umpqua Holdings Corporation | 2.0 | $3.6M | 239k | 15.01 | |
| RPM International (RPM) | 2.0 | $3.6M | 112k | 31.94 | |
| Aar (AIR) | 1.8 | $3.3M | 152k | 21.98 | |
| Tutor Perini Corporation (TPC) | 1.8 | $3.3M | 184k | 18.09 | |
| Platinum Underwriter/ptp | 1.8 | $3.3M | 57k | 57.21 | |
| Horace Mann Educators Corporation (HMN) | 1.6 | $2.9M | 119k | 24.38 | |
| Validus Holdings | 1.6 | $2.9M | 80k | 36.12 | |
| Kindred Healthcare | 1.5 | $2.8M | 213k | 13.13 | |
| Owens & Minor (OMI) | 1.4 | $2.6M | 78k | 33.84 | |
| Aeropostale | 1.4 | $2.6M | 188k | 13.80 | |
| Stone Energy Corporation | 1.4 | $2.6M | 117k | 22.03 | |
| Thompson Creek Metals | 1.4 | $2.6M | 852k | 3.03 | |
| Koppers Holdings (KOP) | 1.4 | $2.6M | 67k | 38.19 | |
| JetBlue Airways Corporation (JBLU) | 1.4 | $2.5M | 394k | 6.29 | |
| Aspen Insurance Holdings | 1.3 | $2.4M | 65k | 37.09 | |
| Super Micro Computer (SMCI) | 1.3 | $2.4M | 223k | 10.64 | |
| IBERIABANK Corporation | 1.3 | $2.4M | 44k | 53.62 | |
| Rubicon Technology | 1.3 | $2.3M | 293k | 7.97 | |
| CACI International (CACI) | 1.3 | $2.3M | 36k | 63.49 | |
| A.M. Castle & Co. | 1.3 | $2.3M | 145k | 15.76 | |
| Iridium Communications (IRDM) | 1.2 | $2.3M | 292k | 7.76 | |
| Speedway Motorsports | 1.2 | $2.3M | 130k | 17.40 | |
| Intrepid Potash | 1.2 | $2.3M | 118k | 19.05 | |
| Cloud Peak Energy | 1.2 | $2.3M | 137k | 16.48 | |
| Invacare Corporation | 1.1 | $2.0M | 142k | 14.36 | |
| Orthofix International Nv Com Stk | 1.1 | $2.0M | 74k | 26.90 | |
| Swift Energy Company | 1.1 | $1.9M | 162k | 11.99 | |
| Tech Data Corporation | 1.0 | $1.8M | 39k | 47.09 | |
| Watsco, Incorporated (WSO) | 1.0 | $1.8M | 21k | 83.98 | |
| QLogic Corporation | 0.9 | $1.6M | 165k | 9.56 | |
| Volterra Semiconductor Corporation | 0.7 | $1.2M | 87k | 14.11 | |
| Ntelos Holdings | 0.5 | $932k | 57k | 16.46 |
