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This page shows the Portfolio Holdings of Mariko Gordon at Daruma Capital Management. It tells us what Mariko Gordon holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|LL||Lumber Liquidators Holdings Inc||Retail - Apparel & Specialty||1,116,711||64,077||2.8%||New Buy||+2.8%||4.13|
|CTCT||Constant Contact Inc||Advertising & Marketing Services||1,570,470||42,623||1.9%||+415.31%||+1.53%||4.96|
|ACXM||Acxiom Corp||Application Software||4,736,052||78,382||3.4%||+51.94%||+1.16%||6.15|
|WCG||WellCare Health Plans Inc||Health Care Plans||1,079,901||65,161||2.9%||+54.43%||+1.02%||2.46|
|FUL||H.B. Fuller Company||Chemicals||553,370||21,969||0.97%||+519.4%||+0.81%||1.10|
|VRA||Vera Bradley Inc||Manufacturing - Apparel & Furniture||3,680,242||76,107||3.3%||+24.12%||+0.64%||9.04|
|DGI||DigitalGlobe Inc||Aerospace & Defense||2,473,465||70,494||3.1%||+24.18%||+0.6%||3.29|
|BECN||Beacon Roofing Supply Inc||Building Materials||2,361,014||60,159||2.6%||+18.21%||+0.4%||4.78|
|OXM||Oxford Industries Inc||Manufacturing - Apparel & Furniture||860,029||52,453||2.3%||+16.75%||+0.33%||5.22|
|BDC||Belden Inc||Computer Hardware||75,010||4,802||0.21%||New Buy||+0.21%||0.18|
|RATE||Bankrate Inc||Online Media||4,081,990||46,371||2%||+12.02%||+0.21%||3.91|
|BABA||Alibaba Group Holding Ltd||Retail - Apparel & Specialty||13,223||1,175||0.052%||New Buy||+0.052%||0.00|
|STX||Seagate Technology PLC||Computer Hardware||19,266||1,103||0.048%||New Buy||+0.048%||0.01|
|MU||Micron Technology Inc||Semiconductors||25,799||884||0.039%||New Buy||+0.039%||0.00|
|WMB||Williams Companies Inc||Oil & Gas - Midstream||13,274||735||0.032%||New Buy||+0.032%||0.00|
|RH||Restoration Hardware Holdings Inc||Retail - Apparel & Specialty||15,680||1,247||0.055%||+142.46%||+0.03%||0.04|
|MD||Mednax Inc||Health Care Providers||66,825||3,663||0.16%||+23.83%||+0.03%||0.07|
|DIN||DineEquity Inc||Restaurants||6,964||568||0.025%||New Buy||+0.025%||0.04|
|SBGI||Sinclair Broadcast Group Inc||Entertainment||19,473||508||0.022%||New Buy||+0.022%||0.02|
|PBI||Pitney Bowes Inc||Industrial Products||161,236||4,029||0.18%||+13.61%||+0.02%||0.08|
|Portfolio changes after 2014-09-30 are included for Premium Members only!|
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