Westcliff Capital Management as of Dec. 31, 2011
Portfolio Holdings for Westcliff Capital Management
Westcliff Capital Management holds 54 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hornbeck Offshore Services | 4.7 | $2.9M | 93k | 31.02 | |
| Parker Drilling Company | 4.6 | $2.9M | 399k | 7.17 | |
| Hercules Offshore | 4.1 | $2.5M | 573k | 4.44 | |
| Seagate Technology Com Stk | 3.9 | $2.4M | 146k | 16.40 | |
| Pioneer Drilling Company | 3.8 | $2.4M | 245k | 9.68 | |
| Precision Drilling Corporation | 3.6 | $2.2M | 219k | 10.26 | |
| calfrac well Services | 3.4 | $2.1M | 76k | 28.01 | |
| Integrated Silicon Solution | 3.3 | $2.1M | 225k | 9.14 | |
| Patterson-UTI Energy (PTEN) | 3.2 | $2.0M | 101k | 19.98 | |
| PIMCO High Income Fund (PHK) | 3.1 | $1.9M | 159k | 12.02 | |
| Ce Franklin Cad | 3.1 | $1.9M | 233k | 8.14 | |
| Hutchinson Technology Incorporated | 2.8 | $1.7M | 1.1M | 1.50 | |
| Ceradyne | 2.8 | $1.7M | 64k | 26.77 | |
| SandRidge Energy | 2.7 | $1.7M | 205k | 8.16 | |
| Basic Energy Services | 2.5 | $1.5M | 78k | 19.70 | |
| OCZ Technology | 2.4 | $1.5M | 222k | 6.61 | |
| GulfMark Offshore | 2.2 | $1.4M | 33k | 42.01 | |
| Complete Production Services | 2.2 | $1.3M | 40k | 33.55 | |
| Energy Xxi | 2.1 | $1.3M | 41k | 31.89 | |
| Xtreme Coil Drilling Corp | 2.1 | $1.3M | 355k | 3.68 | |
| Silicon Motion Technology (SIMO) | 2.1 | $1.3M | 62k | 20.49 | |
| Support | 1.9 | $1.2M | 532k | 2.25 | |
| Trican Well Svc (TOLWF) | 1.9 | $1.2M | 68k | 17.26 | |
| Barrick Gold Corp (GOLD) | 1.9 | $1.1M | 25k | 45.25 | |
| Cryoport | 1.8 | $1.1M | 1.6M | 0.68 | |
| Micron Technology (MU) | 1.8 | $1.1M | 175k | 6.29 | |
| Minefinders | 1.7 | $1.0M | 99k | 10.60 | |
| trican well Service | 1.7 | $1.0M | 61k | 17.25 | |
| treasur island rty Tr Unit (TISDZ) | 1.6 | $1.0M | 649k | 1.55 | |
| Newmont Mining Corporation (NEM) | 1.5 | $910k | 15k | 60.01 | |
| Goldcorp | 1.4 | $843k | 19k | 44.26 | |
| Accuray Incorporated (ARAY) | 1.4 | $840k | 199k | 4.23 | |
| Woodward Governor Company (WWD) | 1.3 | $781k | 19k | 40.95 | |
| PetroQuest Energy | 1.2 | $725k | 110k | 6.60 | |
| McMoRan Exploration | 1.1 | $713k | 49k | 14.56 | |
| Southwestern Energy Company (SWN) | 1.1 | $703k | 22k | 31.94 | |
| Mcgrath Rent | 1.1 | $703k | 24k | 29.00 | |
| Builders FirstSource (BLDR) | 1.1 | $695k | 341k | 2.04 | |
| Western Digital (WDC) | 1.1 | $688k | 22k | 30.96 | |
| Cirrus Logic (CRUS) | 1.1 | $689k | 44k | 15.85 | |
| Ultratech | 1.1 | $669k | 27k | 24.59 | |
| Synaptics, Incorporated (SYNA) | 1.0 | $606k | 20k | 30.15 | |
| Annaly Capital Management | 0.8 | $516k | 32k | 15.95 | |
| Procera Networks | 0.8 | $508k | 33k | 15.57 | |
| Atmel Corporation | 0.8 | $489k | 60k | 8.10 | |
| Agnico (AEM) | 0.7 | $443k | 12k | 36.34 | |
| Infinera (INFN) | 0.6 | $387k | 62k | 6.28 | |
| Kinross Gold Corp (KGC) | 0.6 | $376k | 33k | 11.41 | |
| Applied Micro Circuits Corporation | 0.6 | $350k | 52k | 6.72 | |
| Finisar Corporation | 0.5 | $315k | 19k | 16.76 | |
| Gastar Expl | 0.2 | $128k | 40k | 3.19 | |
| Evergreen Energy | 0.0 | $0 | 149k | 0.00 | |
| GSE Systems | 0.0 | $149k | 77k | 1.94 | |
| cryoport inc Warrants 2/14/16 | 0.0 | $0 | 1.6M | 0.00 |
