Irving Magee Investment Management as of March 31, 2015
Portfolio Holdings for Irving Magee Investment Management
Irving Magee Investment Management holds 51 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pra (PRAA) | 4.6 | $11M | 195k | 54.32 | |
| Equity Lifestyle Properties (ELS) | 4.1 | $9.5M | 172k | 54.95 | |
| Evercore Partners (EVR) | 3.9 | $8.9M | 172k | 51.66 | |
| West Pharmaceutical Services (WST) | 3.6 | $8.3M | 138k | 60.21 | |
| Silicon Laboratories (SLAB) | 3.4 | $7.9M | 155k | 50.77 | |
| QLogic Corporation | 3.2 | $7.3M | 497k | 14.74 | |
| Texas Capital Bancshares (TCBI) | 3.0 | $7.0M | 144k | 48.65 | |
| Cal-Maine Foods (CALM) | 3.0 | $7.0M | 179k | 39.06 | |
| Toro Company (TTC) | 2.6 | $6.0M | 86k | 70.12 | |
| Aar (AIR) | 2.6 | $6.0M | 195k | 30.70 | |
| NetGear (NTGR) | 2.6 | $5.9M | 180k | 32.88 | |
| Portland General Electric Company (POR) | 2.5 | $5.7M | 155k | 37.09 | |
| MasTec (MTZ) | 2.5 | $5.7M | 294k | 19.30 | |
| Super Micro Computer (SMCI) | 2.4 | $5.6M | 168k | 33.21 | |
| RPM International (RPM) | 2.3 | $5.4M | 112k | 47.99 | |
| Atlas Air Worldwide Holdings | 2.2 | $5.1M | 119k | 43.02 | |
| Kindred Healthcare | 2.2 | $5.1M | 213k | 23.79 | |
| Community Health Systems (CYH) | 2.2 | $5.0M | 96k | 52.28 | |
| ACCO Brands Corporation (ACCO) | 2.1 | $4.9M | 589k | 8.31 | |
| SVB Financial (SIVBQ) | 2.0 | $4.7M | 37k | 127.05 | |
| CACI International (CACI) | 2.0 | $4.7M | 52k | 89.92 | |
| Iconix Brand | 2.0 | $4.6M | 137k | 33.67 | |
| Wesco Aircraft Holdings | 2.0 | $4.6M | 299k | 15.32 | |
| El Paso Electric Company | 2.0 | $4.5M | 118k | 38.64 | |
| Watsco, Incorporated (WSO) | 2.0 | $4.5M | 36k | 125.71 | |
| Renasant (RNST) | 1.9 | $4.5M | 148k | 30.05 | |
| Tutor Perini Corporation (TPC) | 1.9 | $4.3M | 184k | 23.35 | |
| Iridium Communications (IRDM) | 1.9 | $4.3M | 439k | 9.71 | |
| Umpqua Holdings Corporation | 1.8 | $4.1M | 239k | 17.18 | |
| Horace Mann Educators Corporation (HMN) | 1.8 | $4.1M | 120k | 34.20 | |
| Rent-A-Center (UPBD) | 1.8 | $4.1M | 148k | 27.44 | |
| Rush Enterprises (RUSHA) | 1.7 | $4.0M | 147k | 27.36 | |
| Invacare Corporation | 1.7 | $4.0M | 204k | 19.41 | |
| Fabrinet (FN) | 1.6 | $3.6M | 190k | 18.99 | |
| Validus Holdings | 1.4 | $3.4M | 80k | 42.10 | |
| Greenbrier Companies (GBX) | 1.4 | $3.3M | 57k | 58.00 | |
| Aspen Insurance Holdings | 1.3 | $3.1M | 65k | 47.23 | |
| Ryland | 1.3 | $3.0M | 62k | 48.74 | |
| Speedway Motorsports | 1.3 | $3.0M | 130k | 22.75 | |
| Intrepid Potash | 1.3 | $3.0M | 256k | 11.55 | |
| IBERIABANK Corporation | 1.2 | $2.8M | 44k | 63.03 | |
| Tech Data Corporation | 1.2 | $2.7M | 47k | 57.76 | |
| Owens & Minor (OMI) | 1.1 | $2.6M | 78k | 33.83 | |
| Pier 1 Imports | 1.0 | $2.3M | 166k | 13.98 | |
| Stone Energy Corporation | 1.0 | $2.2M | 153k | 14.68 | |
| Insperity (NSP) | 0.9 | $2.2M | 42k | 52.29 | |
| Energy Xxi | 0.7 | $1.7M | 466k | 3.64 | |
| Koppers Holdings (KOP) | 0.6 | $1.4M | 71k | 19.68 | |
| Thompson Creek Metals | 0.5 | $1.1M | 853k | 1.32 | |
| Cloud Peak Energy | 0.5 | $1.1M | 186k | 5.82 | |
| Swift Energy Company | 0.4 | $922k | 427k | 2.16 |
