Westcliff Capital Management as of March 31, 2011
Portfolio Holdings for Westcliff Capital Management
Westcliff Capital Management holds 83 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Drilling Company | 3.1 | $4.4M | 318k | 13.80 | |
| Ultratech | 2.8 | $4.0M | 135k | 29.40 | |
| Integrated Silicon Solution | 2.6 | $3.6M | 390k | 9.27 | |
| Southwestern Energy Company (SWN) | 2.4 | $3.4M | 80k | 42.97 | |
| OmniVision Technologies | 2.3 | $3.3M | 92k | 35.53 | |
| Ce Franklin Cad | 2.3 | $3.2M | 325k | 9.85 | |
| trican well Service | 2.2 | $3.0M | 134k | 22.56 | |
| Energy Xxi | 2.1 | $3.0M | 87k | 34.09 | |
| Ceradyne | 2.1 | $3.0M | 66k | 45.09 | |
| Hercules Offshore | 2.1 | $2.9M | 445k | 6.61 | |
| calfrac well Services | 2.1 | $2.9M | 91k | 32.20 | |
| Basic Energy Services | 2.0 | $2.8M | 112k | 25.51 | |
| GMX Resources | 2.0 | $2.8M | 449k | 6.17 | |
| Support | 1.9 | $2.7M | 524k | 5.19 | |
| Immersion Corporation (IMMR) | 1.9 | $2.6M | 348k | 7.62 | |
| Atmel Corporation | 1.9 | $2.6M | 193k | 13.63 | |
| Silicon Image | 1.9 | $2.6M | 294k | 8.96 | |
| RSC Holdings | 1.8 | $2.5M | 174k | 14.38 | |
| Barrick Gold Corp (GOLD) | 1.8 | $2.5M | 48k | 51.90 | |
| Patterson-UTI Energy (PTEN) | 1.7 | $2.3M | 80k | 29.40 | |
| Complete Production Services | 1.7 | $2.3M | 73k | 31.81 | |
| Cirrus Logic (CRUS) | 1.6 | $2.3M | 110k | 21.03 | |
| Exfo | 1.6 | $2.3M | 208k | 10.93 | |
| Range Resources (RRC) | 1.6 | $2.2M | 39k | 58.45 | |
| Petrohawk Energy Corporation | 1.6 | $2.2M | 89k | 24.54 | |
| Accuray Incorporated (ARAY) | 1.5 | $2.1M | 236k | 9.02 | |
| Ultra Petroleum | 1.5 | $2.1M | 43k | 49.26 | |
| Cryoport | 1.5 | $2.1M | 1.6M | 1.27 | |
| Goldcorp | 1.4 | $2.0M | 41k | 49.79 | |
| Epsilon Energy | 1.4 | $2.0M | 491k | 4.15 | |
| TeleNav | 1.4 | $2.0M | 170k | 11.87 | |
| Agnico (AEM) | 1.4 | $2.0M | 30k | 66.33 | |
| Trident Microsystems (TRID) | 1.4 | $2.0M | 1.7M | 1.15 | |
| Newmont Mining Corporation (NEM) | 1.4 | $1.9M | 36k | 54.57 | |
| Ultralife (ULBI) | 1.3 | $1.8M | 354k | 5.07 | |
| treasur island rty Tr Unit (TISDZ) | 1.3 | $1.8M | 1.1M | 1.70 | |
| Xtreme Coil Drilling Corp | 1.3 | $1.8M | 329k | 5.43 | |
| Infinera (INFN) | 1.3 | $1.8M | 211k | 8.39 | |
| GSI Technology (GSIT) | 1.3 | $1.8M | 196k | 9.09 | |
| SandRidge Energy | 1.2 | $1.7M | 133k | 12.80 | |
| Lindsay Corporation (LNN) | 1.2 | $1.7M | 21k | 79.03 | |
| InnerWorkings | 1.2 | $1.7M | 225k | 7.38 | |
| Minefinders | 1.1 | $1.6M | 123k | 13.17 | |
| MIPS Technologies | 1.1 | $1.6M | 151k | 10.49 | |
| Powerwave Technologies | 1.1 | $1.5M | 339k | 4.51 | |
| PetroQuest Energy | 1.0 | $1.5M | 155k | 9.36 | |
| Twin Disc, Incorporated (TWIN) | 1.0 | $1.4M | 45k | 32.23 | |
| GT Solar International | 1.0 | $1.4M | 133k | 10.67 | |
| Finisar Corporation | 1.0 | $1.4M | 57k | 24.60 | |
| Kinross Gold Corp (KGC) | 1.0 | $1.4M | 89k | 15.75 | |
| Comstock Resources | 1.0 | $1.4M | 45k | 30.93 | |
| Goodrich Petroleum Corporation | 1.0 | $1.4M | 63k | 22.23 | |
| Penn Virginia Corporation | 1.0 | $1.3M | 79k | 16.97 | |
| Micron Technology (MU) | 0.9 | $1.3M | 116k | 11.47 | |
| Delek US Holdings | 0.9 | $1.3M | 97k | 13.56 | |
| TriQuint Semiconductor | 0.9 | $1.3M | 98k | 12.91 | |
| McMoRan Exploration | 0.9 | $1.2M | 68k | 17.71 | |
| OCZ Technology | 0.9 | $1.2M | 148k | 8.10 | |
| Electro Scientific Industries | 0.8 | $1.2M | 68k | 17.36 | |
| Frontier Oil Corporation | 0.8 | $1.2M | 40k | 29.31 | |
| Holly Corporation | 0.8 | $1.2M | 19k | 60.77 | |
| CVR Energy (CVI) | 0.8 | $1.1M | 47k | 23.15 | |
| Lattice Semiconductor (LSCC) | 0.8 | $1.1M | 183k | 5.90 | |
| Stec | 0.8 | $1.1M | 53k | 20.09 | |
| Western Refining | 0.7 | $943k | 56k | 16.94 | |
| Cryoport | 0.7 | $920k | 1.6M | 0.56 | |
| H&E Equipment Services (HEES) | 0.6 | $863k | 44k | 19.53 | |
| Oclaro | 0.5 | $724k | 63k | 11.50 | |
| Limelight Networks | 0.5 | $684k | 96k | 7.16 | |
| Integrated Device Technology | 0.3 | $487k | 66k | 7.37 | |
| PIMCO High Income Fund (PHK) | 0.3 | $432k | 31k | 14.02 | |
| Bronco Drilling Company (BRNC) | 0.2 | $345k | 31k | 11.29 | |
| Precision Drilling Corporation | 0.2 | $281k | 21k | 13.52 | |
| transatlantic Petroleum | 0.2 | $278k | 1.1M | 0.26 | |
| W&T Offshore (WTI) | 0.2 | $270k | 12k | 22.78 | |
| Energen Corporation | 0.2 | $252k | 4.0k | 63.00 | |
| Evergreen Energy | 0.1 | $178k | 58k | 3.09 | |
| Uranium Energy (UEC) | 0.1 | $185k | 208k | 0.89 | |
| Alon USA Energy | 0.1 | $145k | 11k | 13.74 | |
| Nicholas-applegate Conv. Incom | 0.1 | $114k | 11k | 10.10 | |
| Evergreen Energy | 0.0 | $0 | 181k | 0.00 | |
| GSE Systems | 0.0 | $165k | 77k | 2.15 | |
| Uranium Energy (UEC) | 0.0 | $6.7k | 168k | 0.04 |
