New Amsterdam Partners as of March 31, 2019
Portfolio Holdings for New Amsterdam Partners
New Amsterdam Partners holds 108 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Masimo Corporation (MASI) | 3.6 | $9.9M | 71k | 138.29 | |
| Gray Television (GTN) | 3.4 | $9.3M | 436k | 21.36 | |
| Manhattan Associates (MANH) | 3.3 | $8.9M | 162k | 55.11 | |
| Insperity (NSP) | 2.9 | $7.8M | 63k | 123.66 | |
| Walker & Dunlop (WD) | 2.8 | $7.7M | 151k | 50.91 | |
| CACI International (CACI) | 2.8 | $7.6M | 42k | 182.02 | |
| G-III Apparel (GIII) | 2.8 | $7.6M | 190k | 39.96 | |
| HFF | 2.8 | $7.6M | 159k | 47.75 | |
| American Equity Investment Life Holding (AEL) | 2.5 | $6.9M | 255k | 27.02 | |
| Emergent BioSolutions (EBS) | 2.3 | $6.2M | 123k | 50.52 | |
| Boston Beer Company (SAM) | 2.3 | $6.2M | 21k | 294.71 | |
| Federated Investors (FHI) | 2.2 | $6.1M | 210k | 29.31 | |
| Cirrus Logic (CRUS) | 2.2 | $5.9M | 140k | 42.07 | |
| Ormat Technologies (ORA) | 2.1 | $5.7M | 103k | 55.15 | |
| Ubiquiti Networks | 2.0 | $5.5M | 37k | 149.71 | |
| WESCO International (WCC) | 2.0 | $5.4M | 103k | 53.01 | |
| Pbf Energy Inc cl a (PBF) | 2.0 | $5.4M | 173k | 31.14 | |
| Atlas Air Worldwide Holdings | 1.9 | $5.1M | 101k | 50.56 | |
| Tenne | 1.6 | $4.3M | 194k | 22.16 | |
| Quidel Corporation | 1.6 | $4.3M | 66k | 65.47 | |
| Worthington Industries (WOR) | 1.6 | $4.3M | 115k | 37.32 | |
| Knoll | 1.5 | $4.2M | 220k | 18.91 | |
| Senior Housing Properties Trust | 1.4 | $3.8M | 326k | 11.78 | |
| Chesapeake Utilities Corporation (CPK) | 1.4 | $3.7M | 41k | 91.21 | |
| Taylor Morrison Hom (TMHC) | 1.4 | $3.7M | 210k | 17.75 | |
| Ensign (ENSG) | 1.4 | $3.7M | 72k | 51.19 | |
| PetMed Express (PETS) | 1.3 | $3.6M | 156k | 22.78 | |
| Euronet Worldwide (EEFT) | 1.3 | $3.5M | 25k | 142.59 | |
| Altra Holdings | 1.2 | $3.3M | 108k | 31.05 | |
| Insight Enterprises (NSIT) | 1.2 | $3.3M | 60k | 55.05 | |
| Perficient (PRFT) | 1.2 | $3.2M | 117k | 27.39 | |
| Customers Ban (CUBI) | 1.2 | $3.2M | 175k | 18.31 | |
| Group 1 Automotive (GPI) | 1.1 | $3.1M | 48k | 64.70 | |
| Arrow Electronics (ARW) | 1.1 | $3.1M | 40k | 77.06 | |
| Carlisle Companies (CSL) | 1.1 | $2.9M | 24k | 122.60 | |
| Virtus Investment Partners (VRTS) | 1.1 | $2.9M | 30k | 97.53 | |
| Meritage Homes Corporation (MTH) | 1.0 | $2.8M | 63k | 44.71 | |
| Lennox International (LII) | 1.0 | $2.8M | 11k | 264.38 | |
| InterDigital (IDCC) | 1.0 | $2.8M | 42k | 65.97 | |
| EnerSys (ENS) | 1.0 | $2.7M | 42k | 65.16 | |
| Telephone And Data Systems (TDS) | 1.0 | $2.7M | 89k | 30.73 | |
| United Rentals (URI) | 1.0 | $2.6M | 23k | 114.26 | |
| Copart (CPRT) | 0.9 | $2.6M | 43k | 60.59 | |
| ScanSource (SCSC) | 0.9 | $2.6M | 72k | 35.82 | |
| Allegiant Travel Company (ALGT) | 0.9 | $2.5M | 19k | 129.48 | |
| Medical Properties Trust (MPW) | 0.9 | $2.4M | 128k | 18.51 | |
| Penske Automotive (PAG) | 0.9 | $2.4M | 53k | 44.65 | |
| SVB Financial (SIVBQ) | 0.8 | $2.3M | 10k | 222.39 | |
| Marcus & Millichap (MMI) | 0.8 | $2.2M | 55k | 40.73 | |
| Maximus (MMS) | 0.8 | $2.2M | 31k | 70.98 | |
| Newpark Resources (NR) | 0.8 | $2.2M | 237k | 9.16 | |
| Commscope Hldg (COMM) | 0.8 | $2.0M | 94k | 21.73 | |
| Encompass Health Corp (EHC) | 0.7 | $2.0M | 34k | 58.41 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.7 | $1.8M | 12k | 154.20 | |
| Reliance Steel & Aluminum (RS) | 0.7 | $1.8M | 20k | 90.28 | |
| United Natural Foods (UNFI) | 0.7 | $1.8M | 138k | 13.22 | |
| Encore Wire Corporation (WIRE) | 0.7 | $1.8M | 31k | 57.23 | |
| Discovery Communications | 0.6 | $1.7M | 64k | 27.02 | |
| Oshkosh Corporation (OSK) | 0.6 | $1.7M | 23k | 75.15 | |
| CoreSite Realty | 0.6 | $1.7M | 16k | 107.04 | |
| National Fuel Gas (NFG) | 0.6 | $1.7M | 28k | 60.95 | |
| Inter Parfums (IPAR) | 0.5 | $1.5M | 19k | 75.88 | |
| Foot Locker (FL) | 0.5 | $1.4M | 23k | 60.60 | |
| U.s. Concrete Inc Cmn | 0.5 | $1.4M | 33k | 41.42 | |
| Evercore Partners (EVR) | 0.5 | $1.3M | 15k | 90.98 | |
| United Therapeutics Corporation (UTHR) | 0.5 | $1.3M | 11k | 117.38 | |
| PGT | 0.5 | $1.3M | 91k | 13.85 | |
| Dillard's (DDS) | 0.5 | $1.2M | 17k | 72.02 | |
| Ingevity (NGVT) | 0.4 | $1.2M | 11k | 105.63 | |
| Align Technology (ALGN) | 0.4 | $1.2M | 4.1k | 284.45 | |
| NetScout Systems (NTCT) | 0.3 | $915k | 33k | 28.06 | |
| Cabot Microelectronics Corporation | 0.3 | $883k | 7.9k | 111.90 | |
| Tyler Technologies (TYL) | 0.3 | $824k | 4.0k | 204.37 | |
| Cimarex Energy | 0.3 | $790k | 11k | 69.86 | |
| Air Lease Corp (AL) | 0.3 | $767k | 22k | 34.37 | |
| Wright Express (WEX) | 0.3 | $734k | 3.8k | 192.10 | |
| AmerisourceBergen (COR) | 0.2 | $584k | 7.3k | 79.54 | |
| Intuit (INTU) | 0.2 | $575k | 2.2k | 261.36 | |
| Cambrex Corporation | 0.2 | $510k | 13k | 38.82 | |
| Ss&c Technologies Holding (SSNC) | 0.2 | $487k | 7.6k | 63.74 | |
| TJX Companies (TJX) | 0.2 | $466k | 8.8k | 53.25 | |
| Arista Networks (ANET) | 0.2 | $470k | 1.5k | 314.59 | |
| Tractor Supply Company (TSCO) | 0.1 | $422k | 4.3k | 97.82 | |
| Fortinet (FTNT) | 0.1 | $416k | 4.9k | 84.06 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $368k | 896.00 | 410.71 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $389k | 1.5k | 266.80 | |
| Netflix (NFLX) | 0.1 | $369k | 1.0k | 356.18 | |
| Best Buy (BBY) | 0.1 | $349k | 4.9k | 71.15 | |
| Mettler-Toledo International (MTD) | 0.1 | $352k | 487.00 | 722.79 | |
| O'reilly Automotive (ORLY) | 0.1 | $341k | 878.00 | 388.38 | |
| Equinix (EQIX) | 0.1 | $363k | 802.00 | 452.62 | |
| Torchmark Corporation | 0.1 | $324k | 4.0k | 82.03 | |
| Edwards Lifesciences (EW) | 0.1 | $297k | 1.6k | 191.12 | |
| Laboratory Corp. of America Holdings (LH) | 0.1 | $287k | 1.9k | 153.15 | |
| Cadence Design Systems (CDNS) | 0.1 | $298k | 4.7k | 63.40 | |
| Clorox Company (CLX) | 0.1 | $309k | 1.9k | 160.44 | |
| WABCO Holdings | 0.1 | $297k | 2.3k | 131.88 | |
| Applied Materials (AMAT) | 0.1 | $293k | 7.4k | 39.67 | |
| RPC (RES) | 0.1 | $288k | 25k | 11.40 | |
| Akamai Technologies (AKAM) | 0.1 | $270k | 3.8k | 71.64 | |
| Principal Financial (PFG) | 0.1 | $242k | 4.8k | 50.12 | |
| T. Rowe Price (TROW) | 0.1 | $252k | 2.5k | 100.32 | |
| Acuity Brands (AYI) | 0.1 | $251k | 2.1k | 119.87 | |
| Oneok (OKE) | 0.1 | $233k | 3.3k | 69.72 | |
| Illumina (ILMN) | 0.1 | $215k | 692.00 | 310.69 | |
| Albemarle Corporation (ALB) | 0.1 | $227k | 2.8k | 82.16 | |
| Tripadvisor (TRIP) | 0.1 | $218k | 4.2k | 51.42 | |
| Green Brick Partners (GRBK) | 0.0 | $117k | 13k | 8.77 |
