NorthPointe Capital as of June 30, 2012
Portfolio Holdings for NorthPointe Capital
NorthPointe Capital holds 229 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
BioScrip | 2.8 | $28M | 3.7M | 7.43 | |
Titan International (TWI) | 2.6 | $26M | 1.0M | 24.53 | |
Air Transport Services (ATSG) | 2.6 | $25M | 4.8M | 5.20 | |
Web | 2.5 | $25M | 1.3M | 18.32 | |
Abraxas Petroleum | 2.5 | $24M | 7.6M | 3.19 | |
Air Methods Corporation | 2.4 | $24M | 241k | 98.24 | |
Lions Gate Entertainment | 2.4 | $23M | 1.6M | 14.74 | |
Quality Distribution | 2.3 | $23M | 2.1M | 11.09 | |
Prestige Brands Holdings (PBH) | 2.3 | $22M | 1.4M | 15.81 | |
Acacia Research Corporation (ACTG) | 2.3 | $22M | 599k | 37.24 | |
DepoMed | 2.1 | $21M | 3.7M | 5.69 | |
Impax Laboratories | 2.0 | $20M | 992k | 20.27 | |
Titan Machinery (TITN) | 2.0 | $19M | 631k | 30.37 | |
Perry Ellis International | 1.9 | $19M | 900k | 20.75 | |
Atlas Air Worldwide Holdings | 1.9 | $19M | 424k | 43.51 | |
American Eagle Outfitters (AEO) | 1.9 | $18M | 919k | 19.73 | |
Quantum Corporation | 1.8 | $18M | 8.8M | 2.03 | |
Magnachip Semiconductor Corp (MX) | 1.8 | $17M | 1.8M | 9.53 | |
Magnum Hunter Resources Corporation | 1.7 | $17M | 4.0M | 4.18 | |
Consolidated Graphics | 1.6 | $16M | 539k | 29.05 | |
Ocwen Financial Corporation | 1.4 | $14M | 720k | 18.78 | |
IXYS Corporation | 1.4 | $13M | 1.2M | 11.17 | |
Merge Healthcare | 1.2 | $12M | 4.3M | 2.86 | |
Amerigon Incorporated | 1.2 | $12M | 1.0M | 11.49 | |
Wageworks | 1.2 | $12M | 780k | 15.06 | |
Furmanite Corporation | 1.2 | $12M | 2.4M | 4.86 | |
Acadia Healthcare (ACHC) | 1.2 | $11M | 650k | 17.54 | |
Kodiak Oil & Gas | 1.1 | $11M | 1.4M | 8.21 | |
Akorn | 1.1 | $11M | 681k | 15.77 | |
A.T. Cross Company | 1.0 | $9.5M | 965k | 9.87 | |
Celadon (CGIP) | 0.8 | $8.1M | 497k | 16.38 | |
Dfc Global | 0.8 | $7.9M | 429k | 18.43 | |
Stoneridge (SRI) | 0.8 | $7.4M | 1.1M | 6.81 | |
Photronics (PLAB) | 0.8 | $7.4M | 1.2M | 6.10 | |
Bbcn Ban | 0.7 | $7.2M | 658k | 10.89 | |
Homestreet (HMST) | 0.7 | $7.0M | 219k | 31.99 | |
Kforce (KFRC) | 0.7 | $6.9M | 512k | 13.46 | |
Trex Company (TREX) | 0.7 | $6.6M | 221k | 30.08 | |
KIT digital | 0.7 | $6.5M | 1.5M | 4.29 | |
Wright Express Corporation | 0.7 | $6.4M | 103k | 61.72 | |
Bally Technologies | 0.6 | $6.0M | 130k | 46.65 | |
RailAmerica | 0.6 | $6.1M | 252k | 24.20 | |
Ultratech | 0.6 | $5.9M | 188k | 31.51 | |
Cray | 0.6 | $5.6M | 467k | 12.08 | |
Global Geophysical Svcs | 0.6 | $5.6M | 915k | 6.12 | |
Spectranetics Corporation | 0.6 | $5.6M | 487k | 11.42 | |
State Street Bank Financial | 0.6 | $5.6M | 369k | 15.15 | |
Avis Budget (CAR) | 0.6 | $5.5M | 364k | 15.21 | |
MIPS Technologies | 0.6 | $5.5M | 822k | 6.67 | |
Verint Systems (VRNT) | 0.6 | $5.5M | 186k | 29.50 | |
Dana Holding Corporation (DAN) | 0.6 | $5.4M | 422k | 12.81 | |
Resource Capital | 0.5 | $5.2M | 982k | 5.33 | |
Cathay General Ban (CATY) | 0.5 | $5.2M | 317k | 16.52 | |
Computer Task | 0.5 | $5.2M | 348k | 14.99 | |
Cardtronics | 0.5 | $5.2M | 171k | 30.21 | |
Sotheby's | 0.5 | $5.1M | 152k | 33.36 | |
Ultra Clean Holdings (UCTT) | 0.5 | $5.0M | 781k | 6.43 | |
Ada-es | 0.5 | $4.8M | 188k | 25.36 | |
Polypore International | 0.5 | $4.7M | 118k | 40.40 | |
Spansion | 0.5 | $4.7M | 430k | 10.98 | |
Universal Stainless & Alloy Products (USAP) | 0.5 | $4.6M | 112k | 41.09 | |
Silicon Image | 0.5 | $4.5M | 1.1M | 4.14 | |
Modine Manufacturing (MOD) | 0.5 | $4.4M | 630k | 6.93 | |
Gulfport Energy Corporation | 0.4 | $4.2M | 203k | 20.63 | |
Monotype Imaging Holdings | 0.4 | $4.1M | 246k | 16.77 | |
CenterState Banks | 0.4 | $4.1M | 579k | 7.15 | |
Jones Group | 0.4 | $4.1M | 428k | 9.56 | |
Babcock & Wilcox | 0.4 | $4.0M | 162k | 24.50 | |
RTI Biologics | 0.4 | $3.8M | 1.0M | 3.76 | |
Allied World Assurance | 0.4 | $3.8M | 48k | 79.52 | |
Keryx Biopharmaceuticals | 0.4 | $3.7M | 2.0M | 1.80 | |
Quality Systems | 0.4 | $3.8M | 137k | 27.51 | |
NetGear (NTGR) | 0.4 | $3.7M | 109k | 34.51 | |
Hercules Offshore | 0.4 | $3.7M | 1.0M | 3.54 | |
Hercules Technology Growth Capital (HTGC) | 0.4 | $3.5M | 309k | 11.34 | |
Agree Realty Corporation (ADC) | 0.3 | $3.3M | 150k | 22.13 | |
Medallion Financial (MFIN) | 0.3 | $3.3M | 309k | 10.62 | |
Odyssey Marine Exploration | 0.3 | $3.3M | 872k | 3.74 | |
Cbeyond | 0.3 | $3.2M | 465k | 6.78 | |
KBW | 0.3 | $3.1M | 189k | 16.46 | |
Providence Service Corporation | 0.3 | $3.1M | 229k | 13.71 | |
SurModics (SRDX) | 0.3 | $3.2M | 183k | 17.30 | |
Delta Apparel (DLAPQ) | 0.3 | $3.1M | 226k | 13.66 | |
Manitex International | 0.3 | $3.1M | 368k | 8.40 | |
Clean Energy Fuels (CLNE) | 0.3 | $3.0M | 194k | 15.50 | |
Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | 34k | 85.58 | |
Netlist (NLST) | 0.3 | $2.9M | 1.3M | 2.26 | |
Textainer Group Holdings | 0.3 | $2.8M | 77k | 36.89 | |
New York & Company | 0.3 | $2.9M | 820k | 3.48 | |
Ascena Retail | 0.3 | $2.7M | 145k | 18.62 | |
GP Strategies Corporation | 0.3 | $2.6M | 142k | 18.48 | |
Teradyne (TER) | 0.3 | $2.7M | 189k | 14.06 | |
Chevron Corporation (CVX) | 0.3 | $2.6M | 24k | 105.49 | |
Silicon Motion Technology (SIMO) | 0.3 | $2.6M | 184k | 14.10 | |
Tornier Nv | 0.3 | $2.5M | 114k | 22.42 | |
EnPro Industries (NPO) | 0.2 | $2.4M | 64k | 37.35 | |
Examworks | 0.2 | $2.5M | 187k | 13.23 | |
INC/TN shares Miller Energy | 0.2 | $2.4M | 478k | 5.00 | |
Hillenbrand (HI) | 0.2 | $2.2M | 120k | 18.38 | |
Vail Resorts (MTN) | 0.2 | $2.3M | 46k | 50.04 | |
Actuate Corporation | 0.2 | $2.3M | 325k | 6.93 | |
Repligen Corporation (RGEN) | 0.2 | $2.2M | 521k | 4.30 | |
Ltx Credence Corporation | 0.2 | $2.2M | 328k | 6.70 | |
Koppers Holdings (KOP) | 0.2 | $2.0M | 60k | 33.99 | |
General Electric Company | 0.2 | $1.9M | 93k | 20.85 | |
Olin Corporation (OLN) | 0.2 | $1.9M | 92k | 20.89 | |
TrueBlue (TBI) | 0.2 | $2.0M | 128k | 15.47 | |
Cogent Communications (CCOI) | 0.2 | $2.0M | 102k | 19.24 | |
ENGlobal Corporation | 0.2 | $1.9M | 1.3M | 1.50 | |
Star Scientific | 0.2 | $2.0M | 440k | 4.56 | |
Sanchez Energy Corp C ommon stocks | 0.2 | $2.0M | 95k | 20.78 | |
Pike Electric Corporation | 0.2 | $1.9M | 240k | 7.72 | |
Christopher & Banks Corporation (CBKCQ) | 0.2 | $1.9M | 1.6M | 1.18 | |
Fiesta Restaurant | 0.2 | $1.8M | 139k | 13.23 | |
Pfizer (PFE) | 0.2 | $1.7M | 75k | 23.00 | |
Wyndham Worldwide Corporation | 0.2 | $1.7M | 33k | 52.73 | |
Brown Shoe Company | 0.2 | $1.7M | 134k | 12.90 | |
Oge Energy Corp (OGE) | 0.2 | $1.7M | 34k | 51.80 | |
CyberOptics Corporation | 0.2 | $1.8M | 208k | 8.45 | |
Sparton Corporation | 0.2 | $1.8M | 180k | 9.90 | |
Banner Corp (BANR) | 0.2 | $1.7M | 79k | 21.93 | |
Beacon Roofing Supply (BECN) | 0.2 | $1.6M | 64k | 25.20 | |
Epocrates | 0.2 | $1.7M | 211k | 8.02 | |
At&t (T) | 0.2 | $1.6M | 44k | 35.67 | |
STAAR Surgical Company (STAA) | 0.2 | $1.5M | 197k | 7.77 | |
TiVo | 0.2 | $1.6M | 190k | 8.27 | |
Aceto Corporation | 0.2 | $1.6M | 176k | 9.03 | |
Kennedy-Wilson Holdings (KW) | 0.2 | $1.6M | 111k | 14.01 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $1.4M | 40k | 35.74 | |
Synergetics USA | 0.1 | $1.5M | 339k | 4.46 | |
Summer Infant | 0.1 | $1.5M | 452k | 3.28 | |
U.S. Bancorp (USB) | 0.1 | $1.3M | 41k | 32.17 | |
Wells Fargo & Company (WFC) | 0.1 | $1.4M | 41k | 33.43 | |
Ballantyne Strong | 0.1 | $1.3M | 225k | 5.97 | |
Triangle Petroleum Corporation | 0.1 | $1.4M | 248k | 5.58 | |
Ingredion Incorporated (INGR) | 0.1 | $1.3M | 27k | 49.53 | |
Windstream Corporation | 0.1 | $1.2M | 128k | 9.66 | |
TransAct Technologies Incorporated (TACT) | 0.1 | $1.3M | 163k | 7.71 | |
Libbey | 0.1 | $1.3M | 85k | 15.32 | |
Hornbeck Offshore Services | 0.1 | $1.3M | 34k | 38.77 | |
Bolt Technology | 0.1 | $1.3M | 87k | 15.00 | |
CMS Energy Corporation (CMS) | 0.1 | $1.2M | 50k | 23.50 | |
Merck & Co (MRK) | 0.1 | $1.2M | 29k | 41.75 | |
WidePoint Corporation | 0.1 | $1.2M | 2.0M | 0.60 | |
Inventure Foods | 0.1 | $1.2M | 185k | 6.30 | |
Johnson & Johnson (JNJ) | 0.1 | $1.1M | 16k | 67.63 | |
Allstate Corporation (ALL) | 0.1 | $1.1M | 32k | 35.10 | |
SL Green Realty | 0.1 | $1.1M | 14k | 80.26 | |
East West Ban (EWBC) | 0.1 | $1.1M | 45k | 23.46 | |
American Software (LGTY) | 0.1 | $1.1M | 139k | 7.95 | |
PhotoMedex | 0.1 | $1.1M | 89k | 12.16 | |
Comcast Corporation (CMCSA) | 0.1 | $937k | 29k | 31.97 | |
Cisco Systems (CSCO) | 0.1 | $1.0M | 59k | 17.19 | |
Intel Corporation (INTC) | 0.1 | $939k | 35k | 26.64 | |
DTE Energy Company (DTE) | 0.1 | $939k | 16k | 59.39 | |
Cardiovascular Systems | 0.1 | $1.0M | 102k | 9.80 | |
AuthenTec | 0.1 | $1.0M | 233k | 4.33 | |
CVS Caremark Corporation (CVS) | 0.1 | $877k | 19k | 46.77 | |
NiSource (NI) | 0.1 | $856k | 35k | 24.74 | |
ConocoPhillips (COP) | 0.1 | $927k | 17k | 55.94 | |
Ashland | 0.1 | $847k | 12k | 69.26 | |
Extra Space Storage (EXR) | 0.1 | $861k | 28k | 30.59 | |
Kona Grill | 0.1 | $875k | 97k | 9.03 | |
Citigroup (C) | 0.1 | $869k | 32k | 27.39 | |
Goldman Sachs (GS) | 0.1 | $816k | 8.5k | 95.77 | |
Bank of America Corporation (BAC) | 0.1 | $762k | 93k | 8.18 | |
FirstEnergy (FE) | 0.1 | $773k | 16k | 49.17 | |
Tyson Foods (TSN) | 0.1 | $764k | 41k | 18.82 | |
Ford Motor Company (F) | 0.1 | $741k | 77k | 9.58 | |
Tibco Software | 0.1 | $793k | 27k | 29.89 | |
Reliance Steel & Aluminum (RS) | 0.1 | $821k | 16k | 50.46 | |
Sirona Dental Systems | 0.1 | $810k | 18k | 45.03 | |
World Fuel Services Corporation (WKC) | 0.1 | $791k | 21k | 38.05 | |
Skyworks Solutions (SWKS) | 0.1 | $747k | 27k | 27.37 | |
Discover Financial Services (DFS) | 0.1 | $730k | 21k | 34.61 | |
Berkshire Hathaway (BRK.B) | 0.1 | $723k | 8.7k | 83.20 | |
Verizon Communications (VZ) | 0.1 | $724k | 16k | 44.44 | |
Valero Energy Corporation (VLO) | 0.1 | $674k | 28k | 24.15 | |
Colgate-Palmolive Company (CL) | 0.1 | $644k | 6.2k | 104.04 | |
International Business Machines (IBM) | 0.1 | $641k | 3.3k | 195.43 | |
Macy's (M) | 0.1 | $729k | 21k | 34.40 | |
Procter & Gamble Company (PG) | 0.1 | $708k | 12k | 61.30 | |
Fifth Third Ban (FITB) | 0.1 | $664k | 50k | 13.38 | |
ProAssurance Corporation (PRA) | 0.1 | $662k | 7.4k | 88.98 | |
Trinity Industries (TRN) | 0.1 | $644k | 26k | 24.98 | |
National Health Investors (NHI) | 0.1 | $663k | 13k | 50.92 | |
Boston Properties (BXP) | 0.1 | $685k | 6.3k | 108.39 | |
Marathon Petroleum Corp (MPC) | 0.1 | $701k | 16k | 45.01 | |
Diamond Offshore Drilling | 0.1 | $558k | 9.4k | 59.17 | |
AGCO Corporation (AGCO) | 0.1 | $591k | 13k | 45.71 | |
Altria (MO) | 0.1 | $563k | 16k | 34.54 | |
Amgen (AMGN) | 0.1 | $542k | 7.4k | 73.24 | |
Apple (AAPL) | 0.1 | $590k | 1.0k | 584.16 | |
CIGNA Corporation | 0.1 | $587k | 13k | 43.94 | |
Directv | 0.1 | $612k | 13k | 48.80 | |
General Dynamics Corporation (GD) | 0.1 | $613k | 9.3k | 65.84 | |
Hospitality Properties Trust | 0.1 | $608k | 25k | 24.80 | |
Tesoro Corporation | 0.1 | $627k | 25k | 24.95 | |
Rock-Tenn Company | 0.1 | $603k | 11k | 54.64 | |
Syntel | 0.1 | $607k | 10k | 60.56 | |
Jarden Corporation | 0.1 | $603k | 14k | 42.05 | |
Marlin Business Services | 0.1 | $632k | 39k | 16.38 | |
American International (AIG) | 0.1 | $609k | 19k | 32.14 | |
Oneok (OKE) | 0.1 | $618k | 15k | 42.39 | |
Simon Property (SPG) | 0.1 | $612k | 3.9k | 155.73 | |
Lincoln National Corporation (LNC) | 0.1 | $512k | 23k | 21.91 | |
FedEx Corporation (FDX) | 0.1 | $444k | 4.8k | 91.74 | |
Norfolk Southern (NSC) | 0.1 | $525k | 7.3k | 71.82 | |
Boston Scientific Corporation (BSX) | 0.1 | $475k | 84k | 5.67 | |
WellCare Health Plans | 0.1 | $491k | 9.3k | 53.02 | |
UnitedHealth (UNH) | 0.1 | $480k | 8.2k | 58.54 | |
InterNAP Network Services | 0.1 | $514k | 79k | 6.52 | |
L-3 Communications Holdings | 0.1 | $455k | 6.2k | 73.86 | |
Raymond James Financial (RJF) | 0.1 | $488k | 14k | 34.22 | |
Towers Watson & Co | 0.1 | $496k | 8.3k | 59.98 | |
Microsoft Corporation (MSFT) | 0.0 | $435k | 14k | 30.61 | |
Northrop Grumman Corporation (NOC) | 0.0 | $377k | 5.9k | 63.90 | |
Molson Coors Brewing Company (TAP) | 0.0 | $392k | 9.4k | 41.61 | |
Exelon Corporation (EXC) | 0.0 | $440k | 12k | 37.58 | |
Visa (V) | 0.0 | $431k | 3.5k | 123.50 | |
Platinum Underwriter/ptp | 0.0 | $377k | 9.9k | 38.08 | |
Humana (HUM) | 0.0 | $406k | 5.3k | 77.33 | |
GreenHunter Energy | 0.0 | $266k | 130k | 2.05 | |
Pacific Sunwear of California | 0.0 | $97k | 53k | 1.84 | |
Landec Corporation (LFCR) | 0.0 | $89k | 10k | 8.54 | |
Aviat Networks | 0.0 | $86k | 31k | 2.79 | |
Tearlab Corp | 0.0 | $56k | 18k | 3.16 | |
Fortegra Financial | 0.0 | $111k | 14k | 7.99 | |
1st Constitution Ban | 0.0 | $98k | 10k | 9.40 |