Irving Magee Investment Management as of Dec. 31, 2013
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 51 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Portfolio Recovery Associates | 4.7 | $10M | 195k | 52.84 | |
| Evercore Partners (EVR) | 4.7 | $10M | 172k | 59.78 | |
| MasTec (MTZ) | 4.5 | $10M | 305k | 32.72 | |
| Texas Capital Bancshares (TCBI) | 4.1 | $8.9M | 144k | 62.20 | |
| Toro Company (TTC) | 3.3 | $7.2M | 113k | 63.60 | |
| West Pharmaceutical Services (WST) | 3.1 | $6.8M | 138k | 49.06 | |
| Equity Lifestyle Properties (ELS) | 2.9 | $6.2M | 172k | 36.23 | |
| Insperity (NSP) | 2.7 | $5.9M | 163k | 36.13 | |
| Greenbrier Companies (GBX) | 2.5 | $5.4M | 165k | 32.84 | |
| Cal-Maine Foods (CALM) | 2.5 | $5.4M | 89k | 60.23 | |
| Community Health Systems (CYH) | 2.4 | $5.3M | 136k | 39.27 | |
| Valassis Communications | 2.4 | $5.2M | 153k | 34.25 | |
| Susquehanna Bancshares | 2.4 | $5.2M | 401k | 12.84 | |
| Rent-A-Center (UPBD) | 2.2 | $4.9M | 148k | 33.34 | |
| Silicon Laboratories (SLAB) | 2.2 | $4.9M | 113k | 43.31 | |
| SVB Financial (SIVBQ) | 2.2 | $4.8M | 46k | 104.86 | |
| Tutor Perini Corporation (TPC) | 2.2 | $4.8M | 184k | 26.30 | |
| Portland General Electric Company (POR) | 2.1 | $4.7M | 154k | 30.20 | |
| Renasant (RNST) | 2.1 | $4.7M | 148k | 31.46 | |
| RPM International (RPM) | 2.1 | $4.6M | 112k | 41.51 | |
| Umpqua Holdings Corporation | 2.1 | $4.6M | 239k | 19.14 | |
| Aar (AIR) | 1.9 | $4.3M | 152k | 28.01 | |
| Kindred Healthcare | 1.9 | $4.2M | 213k | 19.74 | |
| El Paso Electric Company | 1.9 | $4.1M | 118k | 35.11 | |
| Stone Energy Corporation | 1.9 | $4.1M | 117k | 34.59 | |
| Super Micro Computer (SMCI) | 1.7 | $3.8M | 223k | 17.16 | |
| Horace Mann Educators Corporation (HMN) | 1.7 | $3.8M | 119k | 31.54 | |
| Atlas Air Worldwide Holdings | 1.6 | $3.6M | 88k | 41.15 | |
| Platinum Underwriter/ptp | 1.6 | $3.5M | 57k | 61.28 | |
| JetBlue Airways Corporation (JBLU) | 1.5 | $3.4M | 394k | 8.54 | |
| Invacare Corporation | 1.5 | $3.3M | 142k | 23.21 | |
| Validus Holdings | 1.5 | $3.2M | 80k | 40.28 | |
| Koppers Holdings (KOP) | 1.4 | $3.1M | 67k | 45.75 | |
| NetGear (NTGR) | 1.4 | $3.0M | 90k | 32.94 | |
| Rubicon Technology | 1.3 | $2.9M | 293k | 9.95 | |
| Owens & Minor (OMI) | 1.3 | $2.8M | 78k | 36.57 | |
| IBERIABANK Corporation | 1.3 | $2.8M | 44k | 62.86 | |
| Iridium Communications (IRDM) | 1.2 | $2.7M | 439k | 6.25 | |
| Aspen Insurance Holdings | 1.2 | $2.7M | 65k | 41.32 | |
| Intrepid Potash | 1.2 | $2.7M | 169k | 15.84 | |
| CACI International (CACI) | 1.2 | $2.6M | 36k | 73.22 | |
| Swift Energy Company | 1.2 | $2.6M | 195k | 13.50 | |
| Speedway Motorsports | 1.2 | $2.6M | 130k | 19.85 | |
| Cloud Peak Energy | 1.1 | $2.5M | 137k | 18.00 | |
| Tech Data Corporation | 1.1 | $2.4M | 47k | 51.60 | |
| QLogic Corporation | 1.1 | $2.4M | 203k | 11.83 | |
| A.M. Castle & Co. | 1.0 | $2.1M | 145k | 14.77 | |
| Aeropostale | 1.0 | $2.1M | 231k | 9.09 | |
| Watsco, Incorporated (WSO) | 0.9 | $2.1M | 21k | 96.06 | |
| Thompson Creek Metals | 0.8 | $1.9M | 852k | 2.18 | |
| Orthofix International Nv Com Stk | 0.8 | $1.7M | 74k | 22.83 |
