Irving Magee Investment Management as of June 30, 2014
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 49 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Portfolio Recovery Associates | 5.3 | $12M | 195k | 59.53 | |
| Evercore Partners (EVR) | 4.5 | $9.9M | 172k | 57.64 | |
| MasTec (MTZ) | 4.2 | $9.4M | 305k | 30.82 | |
| Texas Capital Bancshares (TCBI) | 3.5 | $7.8M | 144k | 53.95 | |
| Equity Lifestyle Properties (ELS) | 3.4 | $7.6M | 172k | 44.16 | |
| Toro Company (TTC) | 3.2 | $7.2M | 113k | 63.60 | |
| Cal-Maine Foods (CALM) | 3.0 | $6.6M | 89k | 74.32 | |
| Community Health Systems (CYH) | 2.8 | $6.2M | 136k | 45.37 | |
| Tutor Perini Corporation (TPC) | 2.6 | $5.8M | 184k | 31.74 | |
| West Pharmaceutical Services (WST) | 2.6 | $5.8M | 138k | 42.18 | |
| Super Micro Computer (SMCI) | 2.5 | $5.6M | 223k | 25.27 | |
| Silicon Laboratories (SLAB) | 2.5 | $5.6M | 113k | 49.25 | |
| Stone Energy Corporation | 2.5 | $5.5M | 117k | 46.79 | |
| SVB Financial (SIVBQ) | 2.4 | $5.4M | 46k | 116.62 | |
| Insperity (NSP) | 2.4 | $5.4M | 163k | 33.00 | |
| Portland General Electric Company (POR) | 2.4 | $5.4M | 154k | 34.67 | |
| RPM International (RPM) | 2.3 | $5.2M | 112k | 46.18 | |
| Kindred Healthcare | 2.2 | $4.9M | 213k | 23.10 | |
| El Paso Electric Company | 2.1 | $4.7M | 118k | 40.21 | |
| Atlas Air Worldwide Holdings | 2.0 | $4.4M | 118k | 36.85 | |
| NetGear (NTGR) | 2.0 | $4.4M | 125k | 34.77 | |
| Renasant (RNST) | 1.9 | $4.3M | 148k | 29.07 | |
| Umpqua Holdings Corporation | 1.9 | $4.3M | 239k | 17.92 | |
| Rent-A-Center (UPBD) | 1.9 | $4.2M | 148k | 28.68 | |
| Susquehanna Bancshares | 1.9 | $4.2M | 401k | 10.56 | |
| Aar (AIR) | 1.9 | $4.2M | 152k | 27.56 | |
| ACCO Brands Corporation (ACCO) | 1.7 | $3.8M | 589k | 6.41 | |
| Horace Mann Educators Corporation (HMN) | 1.7 | $3.7M | 119k | 31.27 | |
| Platinum Underwriter/ptp | 1.7 | $3.7M | 57k | 64.86 | |
| Iridium Communications (IRDM) | 1.7 | $3.7M | 439k | 8.46 | |
| Greenbrier Companies (GBX) | 1.5 | $3.3M | 58k | 57.59 | |
| QLogic Corporation | 1.4 | $3.2M | 318k | 10.09 | |
| IBERIABANK Corporation | 1.4 | $3.1M | 44k | 69.19 | |
| Validus Holdings | 1.4 | $3.0M | 80k | 38.24 | |
| Aspen Insurance Holdings | 1.3 | $3.0M | 65k | 45.43 | |
| Tech Data Corporation | 1.3 | $2.9M | 47k | 62.52 | |
| Intrepid Potash | 1.3 | $2.8M | 169k | 16.76 | |
| Owens & Minor (OMI) | 1.2 | $2.6M | 78k | 33.98 | |
| Invacare Corporation | 1.2 | $2.6M | 142k | 18.37 | |
| Koppers Holdings (KOP) | 1.2 | $2.6M | 67k | 38.25 | |
| Rubicon Technology | 1.2 | $2.6M | 293k | 8.75 | |
| CACI International (CACI) | 1.1 | $2.5M | 36k | 70.20 | |
| Swift Energy Company | 1.1 | $2.5M | 195k | 12.98 | |
| Thompson Creek Metals | 1.1 | $2.5M | 852k | 2.96 | |
| Cloud Peak Energy | 1.1 | $2.5M | 137k | 18.42 | |
| Speedway Motorsports | 1.1 | $2.4M | 130k | 18.25 | |
| Fabrinet (FN) | 1.1 | $2.4M | 115k | 20.60 | |
| Watsco, Incorporated (WSO) | 1.0 | $2.2M | 21k | 102.77 | |
| A.M. Castle & Co. | 0.7 | $1.6M | 145k | 11.04 |
