Malaga Cove Capital as of March 31, 2015
Portfolio Holdings for Malaga Cove Capital
Malaga Cove Capital holds 83 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 |
---|---|---|---|---|---|
Celgene Corporation | 8.7 | $11M | 96k | 114.32 | |
McKesson Corporation (MCK) | 6.5 | $8.2M | 37k | 223.60 | |
Textron (TXT) | 5.9 | $7.4M | 171k | 43.57 | |
FedEx Corporation (FDX) | 5.2 | $6.6M | 40k | 164.59 | |
ON Semiconductor (ON) | 4.4 | $5.5M | 489k | 11.29 | |
Sanmina (SANM) | 3.0 | $3.8M | 161k | 23.83 | |
Alcoa | 2.8 | $3.5M | 272k | 12.93 | |
Greatbatch | 2.5 | $3.2M | 57k | 57.17 | |
Murphy Oil Corporation (MUR) | 2.5 | $3.1M | 65k | 47.47 | |
Lear Corporation (LEA) | 2.4 | $3.1M | 28k | 110.52 | |
Hartford Financial Services (HIG) | 2.4 | $3.0M | 73k | 41.62 | |
Citi Trends (CTRN) | 2.4 | $3.0M | 111k | 26.98 | |
Corning Incorporated (GLW) | 2.3 | $2.9M | 131k | 22.39 | |
CenturyLink | 2.2 | $2.8M | 82k | 34.49 | |
Korn/Ferry International (KFY) | 2.1 | $2.7M | 82k | 32.70 | |
EMC Corporation | 2.1 | $2.7M | 105k | 25.30 | |
Pericom Semiconductor | 1.5 | $1.9M | 126k | 15.31 | |
Hewlett-Packard Company | 1.5 | $1.9M | 61k | 31.40 | |
Lexmark International | 1.4 | $1.8M | 44k | 41.93 | |
Cooper Tire & Rubber Company | 1.4 | $1.8M | 43k | 42.49 | |
Avis Budget (CAR) | 1.4 | $1.8M | 30k | 58.42 | |
Superior Energy Services | 1.4 | $1.8M | 77k | 22.98 | |
Erie Indemnity Company (ERIE) | 1.3 | $1.6M | 19k | 87.48 | |
Arcbest (ARCB) | 1.3 | $1.6M | 42k | 37.62 | |
Southwest Airlines (LUV) | 1.1 | $1.4M | 32k | 43.91 | |
Hologic (HOLX) | 1.1 | $1.4M | 42k | 32.44 | |
Time Warner | 1.0 | $1.3M | 16k | 83.53 | |
American States Water Company (AWR) | 1.0 | $1.3M | 32k | 39.74 | |
Jabil Circuit (JBL) | 1.0 | $1.3M | 54k | 23.02 | |
Atlantic Tele-Network | 0.9 | $1.2M | 17k | 68.81 | |
FelCor Lodging Trust Incorporated | 0.9 | $1.2M | 102k | 11.39 | |
Harbinger | 0.9 | $1.1M | 92k | 12.42 | |
Intel Corporation (INTC) | 0.9 | $1.1M | 35k | 31.09 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 18k | 59.84 | |
El Paso Electric Company | 0.8 | $1.0M | 27k | 38.18 | |
Hill-Rom Holdings | 0.8 | $1.0M | 21k | 48.52 | |
Hess (HES) | 0.7 | $891k | 13k | 69.14 | |
Kemet Corporation Cmn | 0.7 | $857k | 208k | 4.12 | |
Tessera Technologies | 0.6 | $791k | 20k | 39.72 | |
Blount International | 0.6 | $786k | 61k | 12.94 | |
Earthlink Holdings | 0.6 | $780k | 175k | 4.45 | |
Inc Resh Hldgs Inc cl a | 0.6 | $778k | 24k | 32.11 | |
Revlon | 0.6 | $728k | 18k | 41.02 | |
Checkpoint Systems | 0.6 | $722k | 67k | 10.76 | |
Cooper Standard Holdings (CPS) | 0.6 | $695k | 12k | 59.52 | |
Barnes & Noble | 0.5 | $644k | 27k | 23.54 | |
Amkor Technology (AMKR) | 0.5 | $624k | 72k | 8.71 | |
Heidrick & Struggles International (HSII) | 0.5 | $623k | 25k | 24.52 | |
Taiwan Semiconductor Mfg (TSM) | 0.5 | $606k | 26k | 23.34 | |
Best Buy (BBY) | 0.5 | $612k | 16k | 37.53 | |
Supervalu | 0.5 | $605k | 53k | 11.46 | |
Nabors Industries | 0.5 | $593k | 43k | 13.94 | |
Cst Brands | 0.5 | $594k | 14k | 43.64 | |
Edwards Lifesciences (EW) | 0.5 | $577k | 4.1k | 139.61 | |
Interpublic Group of Companies (IPG) | 0.5 | $576k | 26k | 21.95 | |
FormFactor (FORM) | 0.5 | $585k | 67k | 8.80 | |
Alpha & Omega Semiconductor (AOSL) | 0.5 | $577k | 65k | 8.90 | |
Inteliquent | 0.5 | $586k | 37k | 15.81 | |
Minerals Technologies (MTX) | 0.5 | $568k | 7.9k | 72.03 | |
DiamondRock Hospitality Company (DRH) | 0.5 | $569k | 41k | 14.00 | |
Resolute Fst Prods In | 0.5 | $566k | 33k | 17.39 | |
Pioneer Energy Services | 0.4 | $554k | 100k | 5.57 | |
Xerox Corporation | 0.4 | $550k | 43k | 12.71 | |
American Equity Investment Life Holding | 0.4 | $547k | 19k | 28.95 | |
SPECTRUM BRANDS Hldgs | 0.4 | $544k | 6.1k | 88.54 | |
L-3 Communications Holdings | 0.4 | $524k | 4.2k | 123.44 | |
Toyota Motor Corporation (TM) | 0.4 | $500k | 3.6k | 137.82 | |
Brooks Automation (AZTA) | 0.4 | $494k | 43k | 11.59 | |
Vectren Corporation | 0.4 | $497k | 11k | 43.70 | |
Mosaic (MOS) | 0.4 | $466k | 10k | 45.64 | |
Dana Holding Corporation (DAN) | 0.4 | $454k | 22k | 21.05 | |
IXYS Corporation | 0.3 | $447k | 37k | 12.06 | |
Premiere Global Services | 0.3 | $426k | 45k | 9.42 | |
Tower International | 0.3 | $368k | 14k | 26.43 | |
Commercial Vehicle (CVGI) | 0.3 | $349k | 55k | 6.41 | |
Multi-Fineline Electronix | 0.3 | $337k | 18k | 18.28 | |
CSS Industries | 0.3 | $347k | 11k | 30.43 | |
Accuride Corporation | 0.2 | $312k | 67k | 4.68 | |
Gsi | 0.2 | $314k | 24k | 13.15 | |
Apple (AAPL) | 0.2 | $269k | 2.2k | 123.74 | |
AvalonBay Communities (AVB) | 0.2 | $268k | 1.5k | 173.24 | |
Tesla Motors (TSLA) | 0.2 | $268k | 1.4k | 187.41 | |
Atlantic Power Corporation | 0.0 | $33k | 11k | 3.00 |