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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|
|ASGN||On Assignment Inc||Employment Services||1,980,002||65,716||2.9%||New Buy||+2.9%||3.78|
|FUL||H.B. Fuller Company||Chemicals||2,003,596||89,220||3.9%||+262.07%||+2.82%||3.98|
|DGI||DigitalGlobe Inc||Aerospace & Defense||2,958,056||91,611||4%||+19.59%||+0.66%||3.94|
|CTCT||Constant Contact Inc||Advertising & Marketing Services||1,939,995||71,198||3.1%||+23.53%||+0.59%||6.12|
|OXM||Oxford Industries Inc||Manufacturing - Apparel & Furniture||1,054,220||58,203||2.5%||+22.58%||+0.46%||6.40|
|BECN||Beacon Roofing Supply Inc||Building Materials||2,652,899||73,751||3.2%||+12.36%||+0.35%||5.37|
|LL||Lumber Liquidators Holdings Inc||Retail - Apparel & Specialty||1,218,910||80,826||3.5%||+9.15%||+0.29%||4.50|
|TTI||Tetra Technologies Inc||Oil & Gas - Services||6,510,451||43,490||1.9%||+15.64%||+0.26%||8.18|
|CRZO||Carrizo Oil & Gas Inc||Oil & Gas - E&P||1,328,828||55,279||2.4%||+9.89%||+0.22%||2.88|
|MFRM||Mattress Firm Holding Corp||Retail - Apparel & Specialty||68,694||3,990||0.17%||New Buy||+0.17%||0.20|
|TCBI||Texas Capital Bancshares Inc||Banks||1,267,196||68,847||3%||+5.5%||+0.16%||2.93|
|SPN||Superior Energy Services Inc||Oil & Gas - Services||134,437||2,709||0.12%||New Buy||+0.12%||0.09|
|ACXM||Acxiom Corp||Application Software||4,869,143||98,698||4.3%||+2.81%||+0.12%||6.32|
|PBI||Pitney Bowes Inc||Industrial Products||208,320||5,077||0.22%||+29.2%||+0.05%||0.10|
|RATE||Bankrate Inc||Online Media||4,179,145||51,947||2.3%||+2.38%||+0.05%||4.00|
|QEP||QEP Resources Inc||Oil & Gas - Midstream||145,538||2,943||0.13%||+14.16%||+0.02%||0.08|
|STNG||Scorpio Tankers Inc||Conglomerates||8,006,409||69,576||3%||+0.56%||+0.02%||4.87|
|ALGN||Align Technology Inc||Medical Devices||93,435||5,224||0.23%||+6.86%||+0.01%||0.12|
|MD||Mednax Inc||Health Care Providers||66,825||4,418||0.19%||0||0||0.07|
|PVH||PVH Corp||Manufacturing - Apparel & Furniture||35,760||4,583||0.2%||0||0||0.04|
|Portfolio changes after 2014-12-31 are included for Premium Members only!|
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