Irving Magee Investment Management as of Sept. 30, 2014
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 50 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Portfolio Recovery Associates | 4.7 | $10M | 195k | 52.23 | |
| Texas Capital Bancshares (TCBI) | 3.8 | $8.3M | 144k | 57.68 | |
| Evercore Partners (EVR) | 3.7 | $8.1M | 172k | 47.00 | |
| Cal-Maine Foods (CALM) | 3.7 | $8.0M | 89k | 89.32 | |
| Equity Lifestyle Properties (ELS) | 3.4 | $7.3M | 172k | 42.36 | |
| Toro Company (TTC) | 3.1 | $6.7M | 113k | 59.23 | |
| Super Micro Computer (SMCI) | 3.0 | $6.6M | 223k | 29.42 | |
| Silicon Laboratories (SLAB) | 2.9 | $6.3M | 155k | 40.64 | |
| West Pharmaceutical Services (WST) | 2.9 | $6.2M | 138k | 44.76 | |
| NetGear (NTGR) | 2.6 | $5.6M | 180k | 31.25 | |
| MasTec (MTZ) | 2.5 | $5.5M | 179k | 30.62 | |
| Community Health Systems (CYH) | 2.4 | $5.2M | 96k | 54.79 | |
| SVB Financial (SIVBQ) | 2.4 | $5.2M | 46k | 112.09 | |
| RPM International (RPM) | 2.4 | $5.1M | 112k | 45.78 | |
| Portland General Electric Company (POR) | 2.3 | $5.0M | 154k | 32.12 | |
| Tutor Perini Corporation (TPC) | 2.2 | $4.9M | 184k | 26.40 | |
| Aar (AIR) | 2.2 | $4.7M | 195k | 24.15 | |
| QLogic Corporation | 2.1 | $4.6M | 497k | 9.16 | |
| Rent-A-Center (UPBD) | 2.1 | $4.5M | 148k | 30.35 | |
| Insperity (NSP) | 2.0 | $4.4M | 163k | 27.34 | |
| El Paso Electric Company | 2.0 | $4.3M | 118k | 36.55 | |
| Greenbrier Companies (GBX) | 1.9 | $4.2M | 57k | 73.37 | |
| Kindred Healthcare | 1.9 | $4.1M | 213k | 19.40 | |
| ACCO Brands Corporation (ACCO) | 1.9 | $4.1M | 589k | 6.90 | |
| Renasant (RNST) | 1.9 | $4.0M | 148k | 27.05 | |
| Susquehanna Bancshares | 1.9 | $4.0M | 401k | 10.00 | |
| Umpqua Holdings Corporation | 1.8 | $3.9M | 239k | 16.47 | |
| Atlas Air Worldwide Holdings | 1.8 | $3.9M | 118k | 33.02 | |
| Iridium Communications (IRDM) | 1.8 | $3.9M | 439k | 8.85 | |
| CACI International (CACI) | 1.7 | $3.7M | 52k | 71.28 | |
| Stone Energy Corporation | 1.7 | $3.7M | 117k | 31.36 | |
| Platinum Underwriter/ptp | 1.6 | $3.5M | 57k | 60.88 | |
| Horace Mann Educators Corporation (HMN) | 1.6 | $3.4M | 119k | 28.51 | |
| Wesco Aircraft Holdings | 1.6 | $3.4M | 193k | 17.40 | |
| Validus Holdings | 1.4 | $3.1M | 80k | 39.14 | |
| Watsco, Incorporated (WSO) | 1.4 | $3.1M | 36k | 86.17 | |
| Swift Energy Company | 1.3 | $2.9M | 301k | 9.60 | |
| Aspen Insurance Holdings | 1.3 | $2.8M | 65k | 42.77 | |
| IBERIABANK Corporation | 1.3 | $2.8M | 44k | 62.52 | |
| Fabrinet (FN) | 1.3 | $2.8M | 189k | 14.60 | |
| Tech Data Corporation | 1.3 | $2.8M | 47k | 58.85 | |
| Intrepid Potash | 1.2 | $2.6M | 169k | 15.45 | |
| Energy Xxi | 1.2 | $2.5M | 223k | 11.35 | |
| Owens & Minor (OMI) | 1.2 | $2.5M | 78k | 32.74 | |
| Invacare Corporation | 1.1 | $2.4M | 204k | 11.81 | |
| Koppers Holdings (KOP) | 1.1 | $2.3M | 70k | 33.16 | |
| Cloud Peak Energy | 1.1 | $2.3M | 186k | 12.62 | |
| Speedway Motorsports | 1.0 | $2.2M | 130k | 17.06 | |
| Thompson Creek Metals | 0.9 | $1.9M | 852k | 2.20 | |
| A.M. Castle & Co. | 0.6 | $1.2M | 145k | 8.54 |
