Irving Magee Investment Management as of March 31, 2014
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 50 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 6.0 | $13M | 305k | 43.44 | |
| Portfolio Recovery Associates | 5.1 | $11M | 195k | 57.86 | |
| Evercore Partners (EVR) | 4.3 | $9.5M | 172k | 55.25 | |
| Texas Capital Bancshares (TCBI) | 4.2 | $9.3M | 144k | 64.94 | |
| Toro Company (TTC) | 3.2 | $7.1M | 113k | 63.19 | |
| Equity Lifestyle Properties (ELS) | 3.2 | $7.0M | 172k | 40.65 | |
| West Pharmaceutical Services (WST) | 2.8 | $6.1M | 138k | 44.05 | |
| SVB Financial (SIVBQ) | 2.7 | $5.9M | 46k | 128.78 | |
| Silicon Laboratories (SLAB) | 2.7 | $5.9M | 113k | 52.25 | |
| Cal-Maine Foods (CALM) | 2.5 | $5.6M | 89k | 62.78 | |
| Community Health Systems (CYH) | 2.4 | $5.3M | 136k | 39.17 | |
| Tutor Perini Corporation (TPC) | 2.4 | $5.3M | 184k | 28.67 | |
| Insperity (NSP) | 2.3 | $5.0M | 163k | 30.98 | |
| Portland General Electric Company (POR) | 2.3 | $5.0M | 154k | 32.34 | |
| Kindred Healthcare | 2.3 | $5.0M | 213k | 23.42 | |
| Stone Energy Corporation | 2.2 | $4.9M | 117k | 41.97 | |
| RPM International (RPM) | 2.1 | $4.7M | 112k | 41.84 | |
| Susquehanna Bancshares | 2.1 | $4.6M | 401k | 11.37 | |
| Greenbrier Companies (GBX) | 2.1 | $4.5M | 100k | 45.60 | |
| Umpqua Holdings Corporation | 2.0 | $4.5M | 239k | 18.64 | |
| Renasant (RNST) | 2.0 | $4.3M | 148k | 29.05 | |
| El Paso Electric Company | 1.9 | $4.2M | 118k | 35.73 | |
| Atlas Air Worldwide Holdings | 1.9 | $4.2M | 118k | 35.27 | |
| Rent-A-Center (UPBD) | 1.8 | $3.9M | 148k | 26.60 | |
| Aar (AIR) | 1.8 | $3.9M | 152k | 25.95 | |
| Super Micro Computer (SMCI) | 1.8 | $3.9M | 223k | 17.37 | |
| ACCO Brands Corporation (ACCO) | 1.6 | $3.6M | 589k | 6.16 | |
| Horace Mann Educators Corporation (HMN) | 1.6 | $3.5M | 119k | 29.00 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $3.4M | 394k | 8.69 | |
| Platinum Underwriter/ptp | 1.6 | $3.4M | 57k | 60.09 | |
| Iridium Communications (IRDM) | 1.5 | $3.3M | 439k | 7.51 | |
| Rubicon Technology | 1.5 | $3.3M | 293k | 11.29 | |
| IBERIABANK Corporation | 1.4 | $3.1M | 44k | 70.16 | |
| NetGear (NTGR) | 1.4 | $3.0M | 90k | 33.73 | |
| Validus Holdings | 1.4 | $3.0M | 80k | 37.71 | |
| Cloud Peak Energy | 1.3 | $2.9M | 137k | 21.14 | |
| Tech Data Corporation | 1.3 | $2.9M | 47k | 60.96 | |
| Koppers Holdings (KOP) | 1.2 | $2.8M | 67k | 41.24 | |
| Owens & Minor (OMI) | 1.2 | $2.7M | 78k | 35.03 | |
| Invacare Corporation | 1.2 | $2.7M | 142k | 19.07 | |
| CACI International (CACI) | 1.2 | $2.7M | 36k | 73.80 | |
| Aspen Insurance Holdings | 1.2 | $2.6M | 65k | 39.71 | |
| Intrepid Potash | 1.2 | $2.6M | 169k | 15.46 | |
| QLogic Corporation | 1.2 | $2.6M | 203k | 12.75 | |
| Speedway Motorsports | 1.1 | $2.4M | 130k | 18.73 | |
| Watsco, Incorporated (WSO) | 1.0 | $2.1M | 21k | 99.93 | |
| A.M. Castle & Co. | 1.0 | $2.1M | 145k | 14.69 | |
| Swift Energy Company | 0.9 | $2.1M | 195k | 10.76 | |
| Thompson Creek Metals | 0.8 | $1.9M | 852k | 2.18 | |
| Aeropostale | 0.5 | $1.2M | 231k | 5.02 |
