Mariko Gordon

Mariko Gordon

Last Update: 11-14-2017

Number of Stocks: 60
Number of New Stocks: 5

Total Value: $1,604 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Mariko Gordon Bought these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
NNBR NN Inc 2017-09-30 Add1.32%$24.8 - $30.3
($27.12)
$ 27.200%Add 159.75%1,184,204
REI Ring Energy Inc 2017-09-30 Add0.66%$11.86 - $14.26
($12.86)
$ 13.878%Add 32.61%2,960,265
PRO Pros Holdings Inc 2017-09-30 Add0.44%$23.41 - $29.47
($26.67)
$ 24.61-8%Add 20.70%1,709,125
VECO Veeco Instruments Inc 2017-09-30 Add0.42%$18.6 - $32.95
($24.02)
$ 16.65-31%Add 17.02%2,154,635
PCRX Pacira Pharmaceuticals Inc 2017-09-30 Add0.24%$35.7 - $50.45
($40.41)
$ 40.25-0%Add 8.98%1,222,655
BECN Beacon Roofing Supply Inc 2017-09-30 Add0.12%$39.64 - $51.44
($46.53)
$ 55.6320%Add 3.65%1,043,895
ELY Callaway Golf Co 2017-09-30 Add0.03%$12.47 - $14.17
($13.21)
$ 14.147%Add 0.88%3,854,584
KRNT Kornit Digital Ltd 2017-09-30 Add0.03%$14.65 - $21.65
($18.3)
$ 16.80-8%Add 46.39%97,287
MSCC Microsemi Corp 2017-09-30 Add0.02%$46.69 - $53.65
($50.19)
$ 53.026%Add 8.00%76,946
FSB Franklin Financial Network Inc 2017-09-30 Add0.01%$30.6 - $41.9
($35.42)
$ 33.15-6%Add 14.03%41,716
OSUR OraSure Technologies Inc 2017-06-30 Add2.8%$12.25 - $17.84
($14.33)
$ 13.74-4%Add 2760.99%2,821,506
RRGB Red Robin Gourmet Burgers Inc 2017-06-30 Add2.31%$55.85 - $72.95
($63.36)
$ 50.60-20%Add 225.63%856,225
PRO Pros Holdings Inc 2017-06-30 Add2.22%$22.51 - $29.87
($26.07)
$ 24.61-6%Add 2559.72%1,415,984
PLNT Planet Fitness Inc 2017-06-30 Add1.94%$18.63 - $24.25
($20.9)
$ 30.0844%Add 91.55%2,910,653
NR Newpark Resources Inc 2017-06-30 Add1.76%$6.65 - $8.25
($7.64)
$ 8.9517%Add 221.14%5,830,179
REI Ring Energy Inc 2017-06-30 Add1.63%$10.7 - $13.75
($12.42)
$ 13.8712%Add 1661.15%2,232,367
XPER Xperi Corp 2017-06-30 Add0.66%$29.95 - $34.25
($31.96)
$ 20.35-36%Add 25.49%1,822,517
NNBR NN Inc 2017-06-30 Add0.44%$24.95 - $30.8
($27.64)
$ 27.20-2%Add 144.59%455,904
IPHS Innophos Holdings Inc 2017-06-30 Add0.42%$42.29 - $53.97
($45.04)
$ 43.04-4%Add 15.53%1,182,095
BABY Natus Medical Inc 2017-06-30 Add0.38%$33.6 - $40.9
($36.16)
$ 38.206%Add 13.06%1,470,839
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*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.
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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
13% 8.5% 12.2%
» More Profile & Performance

Mariko Gordon's Current Portfolio:

Ticker Shares Value ($1000)
PLNT2,695,69672,730
OMCL1,216,63262,109
NPO753,72360,697
OSIS648,73559,275
OSUR2,570,66057,840
ENTG1,993,16157,503
CSGP208,82756,018
ELY3,854,58455,622
HLS1,196,73355,469
RRGB824,84455,265
» More Current Portfolio

Mariko Gordon's Sector Weightings:


SectorsSector Weightings (%)
Technology 16.5% 16.5%
Healthcare 16.2% 16.2%
Consumer Cyclical 14.5% 14.5%
Financial Services 10.8% 10.8%
Basic Materials 9.7% 9.7%
Real Estate 3.5% 3.5%
Industrials 3.5% 3.5%
Energy 2.7% 2.7%
» More Sector Weightings

Mariko Gordon's News:

» More Related News


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