Westcliff Capital Management

Westcliff Capital Management as of Sept. 30, 2011

Portfolio Holdings for Westcliff Capital Management

Westcliff Capital Management holds 76 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exar Corporation 3.1 $2.5M 446k 5.71
Ce Franklin Cad 2.8 $2.3M 279k 8.13
Ceradyne 2.8 $2.2M 83k 26.90
Parker Drilling Company 2.6 $2.1M 477k 4.39
calfrac well Services 2.5 $2.1M 88k 23.31
Hollyfrontier Corp 2.4 $2.0M 75k 26.22
Cryoport 2.3 $1.9M 1.6M 1.15
Triumph (TGI) 2.3 $1.8M 38k 48.73
Pioneer Drilling Company 2.2 $1.7M 243k 7.18
Cirrus Logic (CRUS) 2.1 $1.7M 118k 14.74
Southwestern Energy Company (SWN) 2.1 $1.7M 52k 33.34
Complete Production Services 2.0 $1.6M 87k 18.84
Hutchinson Technology Incorporated 2.0 $1.6M 842k 1.96
Barrick Gold Corp (GOLD) 2.0 $1.6M 34k 46.66
Newmont Mining Corporation (NEM) 1.9 $1.5M 24k 62.93
Integrated Silicon Solution 1.9 $1.5M 196k 7.81
OCZ Technology 1.9 $1.5M 315k 4.85
Ultratech 1.9 $1.5M 87k 17.15
Silicon Image 1.8 $1.5M 248k 5.87
treasur island rty Tr Unit (TISDZ) 1.8 $1.4M 949k 1.50
Support 1.7 $1.4M 701k 1.98
Immersion Corporation (IMMR) 1.7 $1.3M 225k 5.98
Minefinders 1.7 $1.3M 97k 13.92
Goldcorp 1.6 $1.3M 28k 45.65
Range Resources (RRC) 1.5 $1.2M 21k 58.44
Silicon Motion Technology (SIMO) 1.5 $1.2M 108k 11.56
Agnico (AEM) 1.5 $1.2M 21k 59.50
CVR Energy (CVI) 1.5 $1.2M 58k 21.14
SandRidge Energy 1.5 $1.2M 218k 5.56
Seagate Technology Com Stk 1.5 $1.2M 117k 10.28
Delek US Holdings 1.5 $1.2M 106k 11.27
Energy Xxi 1.5 $1.2M 55k 21.48
Accuray Incorporated (ARAY) 1.4 $1.1M 275k 4.01
Western Refining 1.4 $1.1M 88k 12.46
Basic Energy Services 1.4 $1.1M 77k 14.16
Atmel Corporation 1.3 $1.1M 135k 8.07
Infinera (INFN) 1.3 $1.0M 135k 7.72
Hercules Offshore 1.3 $1.0M 353k 2.91
Patterson-UTI Energy (PTEN) 1.3 $1.0M 59k 17.34
Xtreme Coil Drilling Corp 1.3 $1.0M 360k 2.85
Western Digital (WDC) 1.2 $993k 39k 25.71
Precision Drilling Corporation 1.2 $990k 119k 8.29
OmniVision Technologies 1.2 $978k 70k 14.04
Epsilon Energy 1.2 $984k 421k 2.34
trican well Service 1.2 $970k 69k 14.14
Lindsay Corporation (LNN) 1.2 $949k 18k 53.77
GMX Resources 1.2 $942k 415k 2.27
Ultra Petroleum 1.1 $911k 33k 27.73
Twin Disc, Incorporated (TWIN) 1.1 $909k 34k 26.68
RSC Holdings 1.1 $891k 125k 7.13
Finisar Corporation 1.0 $827k 47k 17.55
Kinross Gold Corp (KGC) 1.0 $790k 54k 14.77
RBC Bearings Incorporated (RBC) 1.0 $780k 23k 34.00
Trident Microsystems (TRID) 0.9 $761k 1.5M 0.52
PetroQuest Energy 0.9 $735k 134k 5.50
Comstock Resources 0.8 $642k 42k 15.46
Goodrich Petroleum Corporation 0.8 $636k 54k 11.82
Cryoport 0.8 $624k 1.6M 0.38
McMoRan Exploration 0.7 $587k 59k 9.93
Applied Micro Circuits Corporation 0.6 $519k 97k 5.37
Trican Well Svc (TOLWF) 0.6 $516k 37k 14.14
Echelon Corporation 0.6 $494k 70k 7.01
Micron Technology (MU) 0.6 $464k 92k 5.04
Exfo 0.5 $438k 71k 6.13
Powerwave Technologies 0.5 $431k 251k 1.72
Penn Virginia Corporation 0.5 $422k 76k 5.57
TriQuint Semiconductor 0.5 $399k 79k 5.02
xtreme coil Drilling 0.5 $385k 136k 2.84
Builders FirstSource (BLDR) 0.5 $369k 290k 1.27
Lattice Semiconductor (LSCC) 0.4 $356k 68k 5.25
Gt Solar Int'l 0.3 $215k 31k 7.01
Oclaro 0.2 $183k 50k 3.64
Gastar Expl 0.2 $167k 56k 3.01
W&T Offshore (WTI) 0.2 $163k 12k 13.76
transatlantic Petroleum 0.1 $75k 91k 0.82
Evergreen Energy 0.1 $50k 56k 0.89