Mariko Gordon

Mariko Gordon

Daruma Capital Management
Last update 2019-02-14 50 Stocks (7 new)
Value $751.00 Mil Turnover 15 %
Top Holdings: KTOS(5.36%) PLNT(5.12%) PRO(4.27%) ENTG(4.16%) NOVT(4.12%)
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Mariko Gordon Latest Trades

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
BECN
Beacon Roofing Supply Inc
2018-12-31
Sold Out
-3.18%
0 $ 0 0
$37.59
21.73%
Sold Out
-
PRAA
PRA Group Inc
2018-12-31
Sold Out
-3.02%
0 $ 0 0
$32.03
8.06%
Sold Out
-
TNDM
Tandem Diabetes Care Inc
2018-12-31
New Buy
+2.52%
0 $ 0 0
$48.32
37.39%
New holding
498,957
NP
Neenah Inc
2018-12-31
Sold Out
-2.52%
0 $ 0 0
$70.17
-2.26%
Sold Out
-
IVC
Invacare Corp
2018-12-31
Sold Out
-2.18%
0 $ 0 0
$9.89
14.34%
Sold Out
-
IIVI
II-VI Inc
2018-12-31
Add
+2.09%
0 $ 0 0
$41.53
12.27%
Add 637.98%
559,043
AERI
Aerie Pharmaceuticals Inc
2018-12-31
Add
+1.92%
0 $ 0 0
$40.04
-13.65%
Add 597.44%
465,981
MINI
Mobile Mini Inc
2018-12-31
Add
+1.82%
0 $ 0 0
$35.70
-7.32%
Add 192.78%
652,682
MTSI
MACOM Technology Solutions Holdings Inc
2018-12-31
New Buy
+1.78%
0 $ 0 0
$18.31
13.94%
New holding
923,026
WTTR
Select Energy Services Inc
2018-12-31
Reduce
-1.69%
0 $ 0 0
$9.60
-2.14%
Reduce -63.45%
873,079
TXMD
TherapeuticsMD Inc
2018-12-31
Add
+0.92%
0 $ 0 0
$5.40
11.57%
Add 40.12%
6,360,800
FIX
Comfort Systems USA Inc
2018-12-31
Reduce
-0.82%
0 $ 0 0
$54.44
6.89%
Reduce -20.5%
597,597
REI
Ring Energy Inc
2018-12-31
Add
+0.81%
0 $ 0 0
$6.21
-11.41%
Add 66.2%
2,996,079
EHC
Encompass Health Corp
2018-12-31
Reduce
-0.81%
0 $ 0 0
$65.87
-7.75%
Reduce -18.81%
477,087
FCB
FCB Financial Holdings Inc
2018-12-31
Add
+0.50%
0 $ 0 0
$33.58
-13.90%
Add 17.8%
735,619
HOME
At Home Group Inc
2018-12-31
Add
+0.50%
0 $ 0 0
$23.47
-7.09%
Add 23.77%
1,045,930
PLNT
Planet Fitness Inc
2018-12-31
Reduce
-0.43%
0 $ 0 0
$58
13.06%
Reduce -10.56%
717,566
KTOS
Kratos Defense & Security Solutions Inc
2018-12-31
Reduce
-0.37%
0 $ 0 0
$17.58
28.13%
Reduce -8.6%
2,857,967
FAF
First American Financial Corp
2018-12-31
Sold Out
-0.36%
0 $ 0 0
$51.61
11.59%
Sold Out
-
PODD
Insulet Corp
2018-12-31
New Buy
+0.36%
0 $ 0 0
$87.60
4.27%
New holding
34,260
LHCG
LHC Group Inc
2018-12-31
New Buy
+0.33%
0 $ 0 0
$111
16.17%
New holding
26,392
AVY
Avery Dennison Corp
2018-12-31
Sold Out
-0.33%
0 $ 0 0
$106.94
14.13%
Sold Out
-
CSGP
CoStar Group Inc
2018-12-31
Reduce
-0.32%
0 $ 0 0
$411.82
13.21%
Reduce -8.26%
88,424
WEX
WEX Inc
2018-12-31
Reduce
-0.32%
0 $ 0 0
$175.90
7.74%
Reduce -8.12%
189,479
FBHS
Fortune Brands Home & Security Inc
2018-12-31
Sold Out
-0.32%
0 $ 0 0
$48.65
10.79%
Sold Out
-
PRO
Pros Holdings Inc
2018-12-31
Reduce
-0.32%
0 $ 0 0
$41.30
30.65%
Reduce -8.6%
1,022,189
ETSY
Etsy Inc
2018-12-31
New Buy
+0.31%
0 $ 0 0
$56.67
20.50%
New holding
48,323
CLDR
Cloudera Inc
2018-12-31
New Buy
+0.31%
0 $ 0 0
$13.84
5.33%
New holding
210,741
CUB
Cubic Corp
2018-12-31
Reduce
-0.31%
0 $ 0 0
$62.71
0.18%
Reduce -8.51%
482,745
AAWW
Atlas Air Worldwide Holdings Inc
2018-12-31
Reduce
-0.30%
0 $ 0 0
$58.90
15.99%
Reduce -8.51%
536,433
NOVT
Novanta Inc
2018-12-31
Reduce
-0.30%
0 $ 0 0
$78.58
22.27%
Reduce -8.54%
491,587
ENTG
Entegris Inc
2018-12-31
Reduce
-0.29%
0 $ 0 0
$36.35
34.68%
Reduce -8.6%
1,118,912
EVR
Evercore Inc
2018-12-31
Reduce
-0.26%
0 $ 0 0
$91.73
12.57%
Reduce -8.06%
308,424
NPO
EnPro Industries Inc
2018-12-31
Reduce
-0.24%
0 $ 0 0
$70
6.03%
Reduce -8.55%
375,443
WPX
WPX Energy Inc
2018-12-31
New Buy
+0.23%
0 $ 0 0
$12.84
-14.23%
New holding
149,774
OSUR
OraSure Technologies Inc
2018-12-31
Reduce
-0.22%
0 $ 0 0
$11.60
-12.52%
Reduce -8.54%
1,628,360
PCRX
Pacira Pharmaceuticals Inc
2018-12-31
Reduce
-0.22%
0 $ 0 0
$39.71
-14.79%
Reduce -9.47%
459,561
TYPE
Monotype Imaging Holdings Inc
2018-12-31
Reduce
-0.17%
0 $ 0 0
$19.57
10.38%
Reduce -8.72%
909,406
WIFI
Boingo Wireless Inc
2018-12-31
Add
+0.14%
0 $ 0 0
$25.02
-4.98%
Add 5.28%
1,032,762
LDOS
Leidos Holdings Inc
2018-12-31
Reduce
-0.13%
0 $ 0 0
$64.49
4.29%
Reduce -28.16%
49,058
Total 1252