Perimeter Capital Partners as of Dec. 31, 2010
Portfolio Holdings for Perimeter Capital Partners
Perimeter Capital Partners holds 273 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Deckers Outdoor Corporation (DECK) | 1.0 | $17M | 210k | 79.74 | |
Kronos Worldwide (KRO) | 0.8 | $15M | 343k | 42.49 | |
North Amern Energy Partners | 0.8 | $14M | 1.2M | 12.26 | |
Compuware Corporation | 0.8 | $14M | 1.2M | 11.67 | |
Par Pharmaceutical Companies | 0.8 | $14M | 365k | 38.51 | |
Salix Pharmaceuticals | 0.8 | $14M | 289k | 46.96 | |
Old Dominion Freight Line (ODFL) | 0.8 | $14M | 421k | 31.99 | |
Hub (HUBG) | 0.8 | $13M | 380k | 35.14 | |
Onyx Pharmaceuticals | 0.8 | $13M | 361k | 36.87 | |
PMC-Sierra | 0.8 | $13M | 1.6M | 8.59 | |
Stillwater Mining Company | 0.8 | $13M | 619k | 21.35 | |
Solutia | 0.7 | $13M | 553k | 23.08 | |
Sirona Dental Systems | 0.7 | $13M | 306k | 41.78 | |
Hillenbrand (HI) | 0.7 | $13M | 606k | 20.81 | |
Wabash National Corporation (WNC) | 0.7 | $13M | 1.1M | 11.85 | |
Bruker Corporation (BRKR) | 0.7 | $12M | 749k | 16.60 | |
EnPro Industries (NPO) | 0.7 | $12M | 297k | 41.56 | |
Power-One | 0.7 | $12M | 1.2M | 10.20 | |
GrafTech International | 0.7 | $12M | 615k | 19.84 | |
Neutral Tandem | 0.7 | $12M | 845k | 14.44 | |
Kennametal (KMT) | 0.7 | $12M | 304k | 39.46 | |
Pep Boys - Manny, Moe & Jack | 0.7 | $12M | 899k | 13.43 | |
Applied Industrial Technologies (AIT) | 0.7 | $12M | 373k | 32.48 | |
Nice Systems (NICE) | 0.7 | $12M | 344k | 34.90 | |
FTI Consulting (FCN) | 0.7 | $12M | 316k | 37.28 | |
Impax Laboratories | 0.7 | $12M | 585k | 20.11 | |
Novatel Wireless | 0.7 | $12M | 1.2M | 9.55 | |
Domino's Pizza (DPZ) | 0.7 | $12M | 718k | 15.95 | |
ValueClick | 0.7 | $12M | 723k | 16.03 | |
Emulex Corporation | 0.7 | $12M | 994k | 11.66 | |
Consolidated Graphics | 0.7 | $11M | 236k | 48.43 | |
Rock-Tenn Company | 0.7 | $11M | 209k | 53.95 | |
Steven Madden (SHOO) | 0.7 | $11M | 273k | 41.72 | |
Rofin-Sinar Technologies | 0.7 | $11M | 319k | 35.44 | |
Thompson Creek Metals | 0.7 | $11M | 773k | 14.72 | |
Magnum Hunter Resources Corporation | 0.7 | $11M | 1.6M | 7.20 | |
Invacare Corporation | 0.6 | $11M | 372k | 30.16 | |
Encore Capital (ECPG) | 0.6 | $11M | 477k | 23.45 | |
OYO Geospace Corporation | 0.6 | $11M | 112k | 99.11 | |
Coinstar | 0.6 | $11M | 195k | 56.44 | |
Warna | 0.6 | $11M | 200k | 55.07 | |
EnerSys (ENS) | 0.6 | $11M | 345k | 32.12 | |
Finish Line | 0.6 | $11M | 636k | 17.19 | |
PAREXEL International Corporation | 0.6 | $11M | 508k | 21.23 | |
Microsemi Corporation | 0.6 | $11M | 476k | 22.90 | |
Riverbed Technology | 0.6 | $11M | 310k | 35.17 | |
Esterline Technologies Corporation | 0.6 | $11M | 158k | 68.59 | |
Genes (GCO) | 0.6 | $11M | 286k | 37.49 | |
Nektar Therapeutics (NKTR) | 0.6 | $11M | 834k | 12.85 | |
STR Holdings | 0.6 | $11M | 534k | 20.00 | |
Tibco Software | 0.6 | $11M | 533k | 19.71 | |
Complete Production Services | 0.6 | $10M | 354k | 29.55 | |
Icon | 0.6 | $11M | 478k | 21.90 | |
Plantronics | 0.6 | $10M | 275k | 37.22 | |
Williams-Sonoma (WSM) | 0.6 | $10M | 290k | 35.69 | |
Patterson-UTI Energy (PTEN) | 0.6 | $10M | 474k | 21.55 | |
Smith Micro Software | 0.6 | $10M | 660k | 15.74 | |
Atlas Air Worldwide Holdings | 0.6 | $10M | 183k | 55.83 | |
Jos. A. Bank Clothiers | 0.6 | $10M | 257k | 40.32 | |
Stifel Financial (SF) | 0.6 | $10M | 165k | 62.04 | |
99 Cents Only Stores | 0.6 | $10M | 632k | 15.94 | |
Iconix Brand | 0.6 | $10M | 526k | 19.31 | |
DigitalGlobe | 0.6 | $10M | 317k | 31.71 | |
HSN | 0.6 | $10M | 327k | 30.65 | |
Valassis Communications | 0.6 | $10M | 310k | 32.35 | |
ArthroCare Corporation | 0.6 | $10M | 322k | 31.06 | |
Cash America International | 0.6 | $10M | 270k | 36.93 | |
Knight Capital | 0.6 | $10M | 725k | 13.79 | |
TreeHouse Foods (THS) | 0.6 | $9.9M | 194k | 51.09 | |
Kemet Corporation Cmn | 0.6 | $9.9M | 678k | 14.58 | |
Solera Holdings | 0.6 | $9.8M | 191k | 51.32 | |
Silgan Holdings (SLGN) | 0.6 | $9.7M | 272k | 35.81 | |
Buckeye Technologies | 0.6 | $9.7M | 464k | 21.01 | |
Wright Express Corporation | 0.6 | $9.7M | 211k | 46.00 | |
Texas Roadhouse (TXRH) | 0.6 | $9.8M | 571k | 17.17 | |
International Coal | 0.6 | $9.7M | 1.3M | 7.74 | |
Ii-vi | 0.6 | $9.5M | 206k | 46.36 | |
Cheesecake Factory Incorporated (CAKE) | 0.6 | $9.6M | 314k | 30.66 | |
A. O. Smith Corporation (AOS) | 0.6 | $9.6M | 253k | 38.08 | |
Blue Coat Systems | 0.5 | $9.3M | 312k | 29.87 | |
Celadon (CGIP) | 0.5 | $9.2M | 622k | 14.79 | |
Hain Celestial (HAIN) | 0.5 | $9.3M | 344k | 27.06 | |
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk | 0.5 | $9.2M | 1.2M | 7.70 | |
Middleby Corporation (MIDD) | 0.5 | $9.0M | 107k | 84.42 | |
Iesi Bfc | 0.5 | $9.1M | 373k | 24.30 | |
Monolithic Power Systems (MPWR) | 0.5 | $8.9M | 540k | 16.52 | |
ICU Medical, Incorporated (ICUI) | 0.5 | $8.8M | 242k | 36.50 | |
Open Text Corp (OTEX) | 0.5 | $8.9M | 193k | 46.06 | |
Casual Male Retail | 0.5 | $9.0M | 1.9M | 4.74 | |
Shutterfly | 0.5 | $8.9M | 257k | 34.89 | |
Briggs & Stratton Corporation | 0.5 | $8.7M | 444k | 19.69 | |
Columbus McKinnon (CMCO) | 0.5 | $8.7M | 426k | 20.32 | |
Emergency Medical Services Corporation | 0.5 | $8.6M | 133k | 64.61 | |
Jo-Ann Stores | 0.5 | $8.5M | 142k | 60.22 | |
Parametric Technology | 0.5 | $8.5M | 378k | 22.53 | |
Stec | 0.5 | $8.6M | 486k | 17.65 | |
Werner Enterprises (WERN) | 0.5 | $8.5M | 375k | 22.60 | |
Aruba Networks | 0.5 | $8.6M | 413k | 20.88 | |
CSG Systems International (CSGS) | 0.5 | $8.4M | 441k | 18.94 | |
Brigham Exploration Company | 0.5 | $8.4M | 310k | 27.24 | |
Silicon Image | 0.5 | $8.2M | 1.1M | 7.35 | |
Integra LifeSciences Holdings (IART) | 0.5 | $8.1M | 172k | 47.30 | |
Kforce (KFRC) | 0.5 | $8.2M | 506k | 16.18 | |
Swift Energy Company | 0.5 | $8.2M | 210k | 39.15 | |
Harbin Electric | 0.5 | $8.3M | 476k | 17.35 | |
Buckle (BKE) | 0.5 | $8.0M | 213k | 37.77 | |
Entegris (ENTG) | 0.5 | $8.1M | 1.1M | 7.47 | |
Talbots | 0.5 | $8.0M | 943k | 8.52 | |
Dolan Company | 0.5 | $8.0M | 577k | 13.92 | |
NVE Corporation (NVEC) | 0.5 | $8.1M | 140k | 57.83 | |
Synovis Life Technologies (SYNO) | 0.5 | $8.1M | 503k | 16.11 | |
Zix Corporation | 0.5 | $8.0M | 1.9M | 4.27 | |
Westport Innovations | 0.5 | $8.0M | 434k | 18.52 | |
Altisource Portfolio Solns S reg (ASPS) | 0.5 | $7.8M | 272k | 28.71 | |
Avista Corporation (AVA) | 0.5 | $7.9M | 352k | 22.52 | |
Progress Software Corporation (PRGS) | 0.5 | $7.9M | 187k | 42.40 | |
Rex Energy Corporation | 0.5 | $7.8M | 572k | 13.65 | |
Atheros Communications | 0.5 | $7.8M | 219k | 35.92 | |
Ultimate Software | 0.4 | $7.7M | 159k | 48.63 | |
Key Energy Services | 0.4 | $7.7M | 593k | 12.98 | |
Group 1 Automotive (GPI) | 0.4 | $7.6M | 183k | 41.76 | |
Heidrick & Struggles International (HSII) | 0.4 | $7.7M | 269k | 28.65 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $7.7M | 228k | 34.00 | |
Bio-Reference Laboratories | 0.4 | $7.7M | 346k | 22.18 | |
MIPS Technologies | 0.4 | $7.6M | 504k | 15.17 | |
Comstock Resources | 0.4 | $7.5M | 304k | 24.56 | |
RehabCare | 0.4 | $7.6M | 320k | 23.70 | |
Advisory Board Company | 0.4 | $7.5M | 158k | 47.63 | |
Natus Medical | 0.4 | $7.5M | 527k | 14.18 | |
Dawson Geophysical Company | 0.4 | $7.5M | 236k | 31.90 | |
InfoSpace | 0.4 | $7.1M | 859k | 8.30 | |
Rubicon Technology | 0.4 | $7.1M | 336k | 21.08 | |
U.S. Physical Therapy (USPH) | 0.4 | $7.1M | 360k | 19.82 | |
iShares Russell 2000 Growth Index (IWO) | 0.4 | $7.1M | 82k | 87.43 | |
TrueBlue (TBI) | 0.4 | $7.1M | 393k | 17.99 | |
DSW | 0.4 | $7.0M | 180k | 39.10 | |
Actuant Corporation | 0.4 | $7.1M | 265k | 26.62 | |
Interactive Intelligence | 0.4 | $7.0M | 269k | 26.16 | |
Nic | 0.4 | $6.9M | 715k | 9.71 | |
AngioDynamics (ANGO) | 0.4 | $6.8M | 440k | 15.37 | |
LivePerson (LPSN) | 0.4 | $6.7M | 597k | 11.30 | |
OSI Systems (OSIS) | 0.4 | $6.8M | 186k | 36.36 | |
Radiant Systems | 0.4 | $6.8M | 345k | 19.57 | |
Akorn | 0.4 | $6.8M | 1.1M | 6.07 | |
Volterra Semiconductor Corporation | 0.4 | $6.9M | 296k | 23.16 | |
RTI International Metals | 0.4 | $6.6M | 246k | 26.98 | |
Quality Systems | 0.4 | $6.6M | 95k | 69.82 | |
APAC Customer Services | 0.4 | $6.6M | 1.1M | 6.07 | |
Cabot Corporation (CBT) | 0.4 | $6.5M | 172k | 37.65 | |
Electronics For Imaging | 0.4 | $6.5M | 456k | 14.31 | |
Drew Industries | 0.4 | $6.5M | 287k | 22.72 | |
Sykes Enterprises, Incorporated | 0.4 | $6.5M | 323k | 20.26 | |
First Citizens BancShares (FCNCA) | 0.4 | $6.3M | 33k | 189.06 | |
First Cash Financial Services | 0.4 | $6.3M | 203k | 30.99 | |
Marten Transport (MRTN) | 0.4 | $6.3M | 293k | 21.38 | |
Ensign (ENSG) | 0.4 | $6.3M | 252k | 24.87 | |
Cardiome Pharma Corp | 0.4 | $6.3M | 976k | 6.42 | |
eResearch Technology | 0.3 | $6.1M | 831k | 7.35 | |
hhgregg (HGGG) | 0.3 | $6.0M | 288k | 20.95 | |
Pinnacle Financial Partners (PNFP) | 0.3 | $6.1M | 452k | 13.58 | |
Sunopta (STKL) | 0.3 | $6.2M | 793k | 7.82 | |
U.S. Auto Parts Network | 0.3 | $6.2M | 736k | 8.40 | |
Wonder Auto Technology | 0.3 | $6.0M | 799k | 7.54 | |
Ruby Tuesday | 0.3 | $5.7M | 439k | 13.06 | |
Radware Ltd ord (RDWR) | 0.3 | $5.5M | 148k | 37.51 | |
Insight Enterprises (NSIT) | 0.3 | $5.6M | 427k | 13.16 | |
Amerigon Incorporated | 0.3 | $5.7M | 520k | 10.88 | |
Atlantic Tele-Network | 0.3 | $5.5M | 144k | 38.38 | |
Caribou Coffee Company | 0.3 | $5.6M | 555k | 10.08 | |
Newpark Resources (NR) | 0.3 | $5.4M | 876k | 6.16 | |
Perry Ellis International | 0.3 | $5.5M | 200k | 27.47 | |
Atrion Corporation (ATRI) | 0.3 | $5.4M | 30k | 179.46 | |
Maxwell Technologies | 0.3 | $5.1M | 271k | 18.89 | |
Hibbett Sports (HIBB) | 0.3 | $5.0M | 136k | 36.90 | |
Savvis | 0.3 | $4.9M | 191k | 25.52 | |
Provident Financial Services (PFS) | 0.3 | $4.9M | 321k | 15.13 | |
DXP Enterprises (DXPE) | 0.3 | $4.9M | 206k | 24.00 | |
Fortinet (FTNT) | 0.3 | $4.9M | 150k | 32.35 | |
Fushi Copperweld | 0.3 | $4.5M | 504k | 8.88 | |
Schawk | 0.3 | $4.5M | 221k | 20.58 | |
BJ's Restaurants (BJRI) | 0.3 | $4.5M | 127k | 35.43 | |
Manhattan Associates (MANH) | 0.2 | $4.4M | 145k | 30.54 | |
Las Vegas Sands (LVS) | 0.2 | $4.0M | 86k | 46.21 | |
NII Holdings | 0.2 | $4.1M | 91k | 44.66 | |
SPDR Gold Trust (GLD) | 0.2 | $4.0M | 30k | 133.06 | |
Orion Marine (ORN) | 0.2 | $3.8M | 329k | 11.60 | |
VSE Corporation (VSEC) | 0.2 | $3.8M | 116k | 33.02 | |
Penn Virginia Corporation | 0.2 | $3.7M | 218k | 16.82 | |
O2Micro International | 0.2 | $3.7M | 602k | 6.18 | |
Maidenform Brands | 0.2 | $3.5M | 148k | 23.77 | |
Hexcel Corporation (HXL) | 0.2 | $3.4M | 191k | 18.09 | |
L.B. Foster Company (FSTR) | 0.2 | $3.2M | 79k | 40.94 | |
SuperGen | 0.2 | $3.2M | 1.2M | 2.62 | |
Elster Group SE | 0.2 | $3.1M | 181k | 16.95 | |
Umpqua Holdings Corporation | 0.2 | $2.9M | 236k | 12.18 | |
Measurement Specialties | 0.2 | $2.9M | 98k | 29.35 | |
GeoResources | 0.2 | $2.8M | 127k | 22.21 | |
Canadian Natural Resources (CNQ) | 0.1 | $2.4M | 53k | 44.42 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $2.4M | 20k | 120.11 | |
Abaxis | 0.1 | $2.5M | 94k | 26.85 | |
Via | 0.1 | $2.3M | 57k | 39.61 | |
Alexion Pharmaceuticals | 0.1 | $2.3M | 28k | 80.55 | |
TAL International | 0.1 | $2.2M | 72k | 30.87 | |
Liberty Global | 0.1 | $2.1M | 62k | 33.89 | |
Lithia Motors (LAD) | 0.1 | $2.1M | 150k | 14.29 | |
Princeton Review (REVU) | 0.1 | $2.0M | 1.7M | 1.18 | |
Time Warner | 0.1 | $2.0M | 62k | 32.17 | |
Express Scripts | 0.1 | $1.9M | 35k | 54.05 | |
Newport Corporation | 0.1 | $1.9M | 108k | 17.43 | |
AES Corporation (AES) | 0.1 | $1.7M | 142k | 12.18 | |
MDC PARTNERS INC CL A SUB Vtg | 0.1 | $1.7M | 100k | 17.27 | |
Industries N shs - a - (LYB) | 0.1 | $1.7M | 49k | 34.39 | |
Transocean (RIG) | 0.1 | $1.4M | 20k | 69.49 | |
QKL Stores | 0.1 | $1.3M | 357k | 3.55 | |
Six Flags Entertainment (SIX) | 0.1 | $1.2M | 22k | 54.40 | |
Anadarko Petroleum Corporation | 0.1 | $1.1M | 14k | 76.15 | |
Apple (AAPL) | 0.1 | $995k | 3.1k | 322.53 | |
Directv | 0.1 | $1.1M | 28k | 39.91 | |
Alere | 0.1 | $1.1M | 29k | 36.60 | |
Helix Energy Solutions (HLX) | 0.1 | $1.0M | 83k | 12.19 | |
InterDigital (IDCC) | 0.1 | $971k | 23k | 41.66 | |
MedAssets | 0.1 | $1.0M | 50k | 20.19 | |
Hldgs (UAL) | 0.1 | $1.0M | 44k | 23.81 | |
Vishay Precision (VPG) | 0.1 | $1.0M | 55k | 18.84 | |
Examworks | 0.1 | $1.0M | 55k | 18.47 | |
Expedia | 0.1 | $937k | 37k | 25.10 | |
Gafisa SA | 0.1 | $808k | 56k | 14.52 | |
Bank of America Corporation (BAC) | 0.0 | $732k | 50k | 14.64 | |
Vodafone | 0.0 | $705k | 27k | 26.44 | |
Cott Corp | 0.0 | $570k | 63k | 9.01 | |
HealthStream (HSTM) | 0.0 | $460k | 57k | 8.05 | |
EXCO Resources | 0.0 | $354k | 18k | 19.41 | |
Ansys (ANSS) | 0.0 | $362k | 7.0k | 52.06 | |
Dick's Sporting Goods (DKS) | 0.0 | $304k | 8.1k | 37.46 | |
Cisco Systems (CSCO) | 0.0 | $348k | 17k | 20.25 | |
Hologic (HOLX) | 0.0 | $324k | 17k | 18.79 | |
Teradata Corporation (TDC) | 0.0 | $271k | 6.6k | 41.19 | |
Fossil | 0.0 | $293k | 4.2k | 70.42 | |
Sotheby's | 0.0 | $326k | 7.2k | 45.00 | |
Henry Schein (HSIC) | 0.0 | $298k | 4.8k | 61.47 | |
American Axle & Manufact. Holdings (AXL) | 0.0 | $311k | 24k | 12.85 | |
Boston Private Financial Holdings | 0.0 | $337k | 51k | 6.56 | |
Air Transport Services (ATSG) | 0.0 | $312k | 40k | 7.90 | |
Atwood Oceanics | 0.0 | $328k | 8.8k | 37.40 | |
Catalyst Health Solutions | 0.0 | $280k | 6.0k | 46.49 | |
Dollar Financial | 0.0 | $313k | 11k | 28.62 | |
Gardner Denver | 0.0 | $263k | 3.8k | 68.70 | |
Guess? (GES) | 0.0 | $313k | 6.6k | 47.25 | |
IPG Photonics Corporation (IPGP) | 0.0 | $314k | 9.9k | 31.64 | |
Oil States International (OIS) | 0.0 | $270k | 4.2k | 64.01 | |
Clarcor | 0.0 | $312k | 7.3k | 42.93 | |
Inter Parfums (IPAR) | 0.0 | $336k | 18k | 18.88 | |
Anixter International | 0.0 | $309k | 5.2k | 59.77 | |
Babcock & Wilcox | 0.0 | $304k | 12k | 25.56 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $240k | 35k | 6.86 | |
Affiliated Managers (AMG) | 0.0 | $221k | 2.2k | 99.37 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $248k | 6.5k | 37.89 | |
ResMed (RMD) | 0.0 | $257k | 7.4k | 34.59 | |
Core Laboratories | 0.0 | $236k | 2.6k | 89.12 | |
Forest Oil Corporation | 0.0 | $237k | 6.2k | 37.95 | |
Global Payments (GPN) | 0.0 | $231k | 5.0k | 46.12 | |
Itron (ITRI) | 0.0 | $250k | 4.5k | 55.35 | |
Shoe Carnival (SCVL) | 0.0 | $212k | 7.8k | 27.03 | |
Citi | 0.0 | $139k | 29k | 4.73 | |
Ruddick Corporation | 0.0 | $215k | 5.8k | 36.92 | |
Sonic Solutions | 0.0 | $198k | 13k | 15.00 | |
Tempur-Pedic International (TPX) | 0.0 | $234k | 5.8k | 40.03 | |
Myriad Genetics (MYGN) | 0.0 | $242k | 11k | 22.80 | |
Phillips-Van Heusen Corporation | 0.0 | $244k | 3.9k | 62.98 | |
Kansas City Southern | 0.0 | $256k | 5.4k | 47.82 | |
Portfolio Recovery Associates | 0.0 | $218k | 2.9k | 75.15 | |
Carpenter Technology Corporation (CRS) | 0.0 | $214k | 5.3k | 40.32 | |
Vitacost | 0.0 | $76k | 13k | 5.67 |