 | ||
Mariko Gordon | ||
| Daruma Capital Management | ||
| Last update 2018-11-14 | 50 Stocks (7 new) | |
| Value $1.06 Bil | Turnover 12 % | |
| Top Holdings: KTOS(4.36%) EHC(4.32%) PLNT(4.09%) FIX(4%) WEX(3.9%) | ||
| Guru Portfolio Report Download | ||
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP
Mariko Gordon Latest Trades
| PRAA | PRA Group Inc | 2018-09-30 | New Buy | +3.02% | $25.37 | -35.10% | New holding | 890,931 | ||
| GPRE | Green Plains Inc | 2018-09-30 | Sold Out | -2.89% | $14.83 | -13.43% | Sold Out | - | ||
| TXMD | TherapeuticsMD Inc | 2018-09-30 | New Buy | +2.81% | $4.06 | -33.88% | New holding | 4,539,546 | ||
| PLNT | Planet Fitness Inc | 2018-09-30 | Reduce | -2.74% | $54.46 | 9.67% | Reduce -54.52% | 802,326 | ||
| HOME | At Home Group Inc | 2018-09-30 | New Buy | +2.51% | $19.67 | -44.28% | New holding | 845,049 | ||
| EHC | Encompass Health Corp | 2018-09-30 | Reduce | -2.50% | $72.04 | -5.76% | Reduce -49.15% | 587,603 | ||
| WEX | WEX Inc | 2018-09-30 | Reduce | -2.18% | $148.68 | -22.47% | Reduce -46.15% | 206,222 | ||
| WIFI | Boingo Wireless Inc | 2018-09-30 | Reduce | -1.90% | $21.99 | -24.22% | Reduce -57.02% | 980,983 | ||
| WTTR | Select Energy Services Inc | 2018-09-30 | Add | +1.87% | $8.19 | -40.44% | Add 234.50% | 2,388,724 | ||
| CSGP | CoStar Group Inc | 2018-09-30 | Reduce | -1.83% | $365.03 | -14.58% | Reduce -41.55% | 96,382 | ||
| XPER | Xperi Corp | 2018-09-30 | Sold Out | -1.69% | $17.72 | 10.13% | Sold Out | - | ||
| EVR | Evercore Inc | 2018-09-30 | Reduce | -1.68% | $75.26 | -30.16% | Reduce -42.31% | 335,466 | ||
| FIX | Comfort Systems USA Inc | 2018-09-30 | Reduce | -1.65% | $46.27 | -13.59% | Reduce -42.44% | 751,675 | ||
| ELY | Callaway Golf Co | 2018-09-30 | Reduce | -1.56% | $16.48 | -23.31% | Reduce -44.72% | 1,562,704 | ||
| HDP | Hortonworks Inc | 2018-09-30 | Reduce | -1.56% | $16.15 | -22.50% | Reduce -44.72% | 1,634,017 | ||
| ENTG | Entegris Inc | 2018-09-30 | Reduce | -1.44% | $26.64 | -20.88% | Reduce -34.75% | 1,224,176 | ||
| PCRX | Pacira Pharmaceuticals Inc | 2018-09-30 | Reduce | -1.40% | $45.80 | 6.19% | Reduce -57.03% | 507,640 | ||
| NOVT | Novanta Inc | 2018-09-30 | Reduce | -1.29% | $61.45 | -12.34% | Reduce -37.21% | 537,487 | ||
| TCBI | Texas Capital Bancshares Inc | 2018-09-30 | Reduce | -1.29% | $53.02 | -41.54% | Reduce -37.14% | 367,873 | ||
| NR | Newpark Resources Inc | 2018-09-30 | Sold Out | -1.28% | $6.82 | -33.33% | Sold Out | - | ||
| PRO | Pros Holdings Inc | 2018-09-30 | Reduce | -1.20% | $31.25 | -16.80% | Reduce -31.12% | 1,118,429 | ||
| TYPE | Monotype Imaging Holdings Inc | 2018-09-30 | Reduce | -1.18% | $17.02 | -17.54% | Reduce -47.27% | 996,267 | ||
| OSUR | OraSure Technologies Inc | 2018-09-30 | Reduce | -1.13% | $11.87 | -27.58% | Reduce -37.19% | 1,780,487 | ||
| CUB | Cubic Corp | 2018-09-30 | Reduce | -1.10% | $56.36 | -21.27% | Reduce -33.30% | 527,660 | ||
| NPO | EnPro Industries Inc | 2018-09-30 | Reduce | -1.10% | $63.10 | -14.63% | Reduce -37.19% | 410,565 | ||
| FCB | FCB Financial Holdings Inc | 2018-09-30 | Reduce | -1.03% | $34.71 | -34.35% | Reduce -30.24% | 624,476 | ||
| NP | Neenah Inc | 2018-09-30 | Reduce | -1.01% | $65 | -27.18% | Reduce -37.21% | 309,525 | ||
| DPLO | Diplomat Pharmacy Inc | 2018-09-30 | Sold Out | -0.98% | $14.70 | -30.95% | Sold Out | - | ||
| IVC | Invacare Corp | 2018-09-30 | Reduce | -0.95% | $5.01 | -69.76% | Reduce -33.10% | 1,588,212 | ||
| MINI | Mobile Mini Inc | 2018-09-30 | New Buy | +0.92% | $32.99 | -25.73% | New holding | 222,925 | ||
| REI | Ring Energy Inc | 2018-09-30 | Reduce | -0.87% | $5.80 | -51.63% | Reduce -37.22% | 1,802,686 | ||
| AAWW | Atlas Air Worldwide Holdings Inc | 2018-09-30 | Reduce | -0.64% | $46.53 | -28.15% | Reduce -18.94% | 586,311 | ||
| BECN | Beacon Roofing Supply Inc | 2018-09-30 | Reduce | -0.64% | $31.82 | -19.75% | Reduce -19.93% | 933,257 | ||
| AERI | Aerie Pharmaceuticals Inc | 2018-09-30 | New Buy | +0.39% | $39.01 | -39.27% | New holding | 66,813 | ||
| KTOS | Kratos Defense & Security Solutions Inc | 2018-09-30 | Reduce | -0.39% | $14.55 | 10.31% | Reduce -14.34% | 3,126,879 | ||
| LITE | Lumentum Holdings Inc | 2018-09-30 | New Buy | +0.34% | $43.86 | -26.74% | New holding | 60,099 | ||
| RH | RH | 2018-09-30 | New Buy | +0.28% | $129.99 | -7.51% | New holding | 22,307 | ||
| NNBR | NN Inc | 2018-09-30 | Sold Out | -0.27% | $6.43 | -65.67% | Sold Out | - | ||
| SPN | Superior Energy Services Inc | 2018-09-30 | Sold Out | -0.27% | $4.01 | -57.29% | Sold Out | - | ||
| NATI | National Instruments Corp | 2018-09-30 | Sold Out | -0.26% | $46.92 | 2.96% | Sold Out | - |
Total 1195