Mariko Gordon

Mariko Gordon

Last Update: 2014-05-15

Number of Stocks: 78
Number of New Stocks: 20

Total Value: $2,519 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Mariko Gordon Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DGI DigitalGlobe Inc 2014-03-31 Add0.9%$28.21 - $42.67
($36.8)
$ 27.51-25%Add 56.21%2,192,516
STNG Scorpio Tankers Inc 2014-03-31 Add0.85%$9.19 - $11.81
($10.33)
$ 9.72-6%Add 36%8,065,452
EFII Electronics for Imag... 2014-03-31 Add0.54%$38.08 - $46.16
($42.04)
$ 45.628%Add 22.84%1,670,844
WCG WellCare Health Plan... 2014-03-31 Add0.53%$56.64 - $72.71
($65.01)
$ 76.5518%Add 25.83%1,023,289
DBD Diebold Inc 2014-03-31 Add0.44%$32.35 - $40.31
($35.83)
$ 38.217%Add 15.38%2,086,828
AWI Armstrong World Indu... 2014-03-31 Add0.38%$52.06 - $61.37
($57.03)
$ 55-4%Add 14.69%1,442,523
TTI Tetra Technologies I... 2014-03-31 Add0.37%$10.07 - $12.62
($11.58)
$ 11.973%Add 14.58%5,658,412
ROG Rogers Corp 2014-03-31 Add0.29%$57.12 - $65.38
($60.59)
$ 622%Add 10.54%1,201,040
MSCC Microsemi Corp 2014-03-31 Add0.26%$22.5 - $26.27
($24.11)
$ 25.697%Add 10.12%2,847,407
BC Brunswick Corp 2014-03-31 Add0.23%$40.13 - $46.74
($44.05)
$ 41.79-5%Add 6.92%1,993,557
BECN Beacon Roofing Suppl... 2014-03-31 Add0.21%$35.5 - $40.91
($38.71)
$ 28.82-26%Add 7.92%1,887,946
PCRX Pacira Pharmaceutica... 2014-03-31 Add0.19%$55.83 - $80.43
($67.63)
$ 86.5228%Add 5.13%1,371,042
SHLM A Schulman Inc 2014-03-31 Add0.11%$32.21 - $36.2
($34.33)
$ 41.4821%Add 4.82%1,712,393
PCYC Pharmacyclics Inc 2014-03-31 Add0.02%$100.49 - $151.61
($129.71)
$ 103.92-20%Add 112.41%9,295
SNCR Synchronoss Technolo... 2014-03-31 Add0.01%$26.12 - $36.44
($31.89)
$ 33.896%Add 25.77%27,100
ASML ASML Holding NV 2014-03-31 Add$84.09 - $93.7
($89.09)
$ 87.02-2%Add 21.77%5,123
PCRX Pacira Pharmaceutica... 2013-12-31 Add2.08%$47.74 - $56.97
($52.53)
$ 86.5265%Add 203.52%1,304,190
TTI Tetra Technologies, ... 2013-12-31 Add1.65%$11.74 - $13.23
($12.46)
$ 11.97-4%Add 195.54%4,938,513
SFLY Shutterfly, Inc. 2013-12-31 Add0.68%$45.118 - $57.05
($50.37)
$ 47.97-5%Add 24.02%1,638,218
LL Lumber Liquidators H... 2013-12-31 Add0.58%$89.49 - $119.44
($106.3)
$ 56.02-47%Add 30.47%581,388
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Mariko Gordon's Profile:

Mariko Gordon, CFA, is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets. The firm now has more than $2 billion in assets. As of June 2013, Daruma’s Small-cap composite has outperform the Russell 2000 on 1-year, 3-year, 5-year, and 10-yaer basis. Mariko Gordon has a comparative literature degree from Princeton.

This is the performance chart of her Small-Cap Composite Portfolio:



Mariko Gordon's Performance:

Average Annual Return of Small-Cap Composite - Daruma
5 Yrs 10 Yrs Since Inception
24.1% 12.6% 13.8%
» More Profile & Performance

Mariko Gordon's Current Portfolio:

Ticker Shares Value ($1000)
PCRX1,371,04295,959
CRZO1,756,08293,880
ACXM2,647,90391,075
BC1,993,55790,288
TRAK1,742,11585,695
MNRO1,449,22182,432
DBD2,086,82883,244
STNG8,065,45280,413
CSGP416,70577,815
PODD1,631,24277,353
» More Current Portfolio

Mariko Gordon's Sector Weightings:


SectorsSector Weightings (%)
Technology 18.8% 18.8%
Consumer Cyclical 18.3% 18.3%
Healthcare 15.6% 15.6%
Basic Materials 8.9% 8.9%
Energy 3.9% 3.9%
Industrials 2.9% 2.9%
Financial Services 2.8% 2.8%
Consumer Defensive 1.8% 1.8%
Communication Services 0% 0%
» More Sector Weightings

Mariko Gordon's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide