12 WEST CAPITAL MANAGEMENT LP Information

90 PARK AVENUE, NEW YORK, New York, 10016, (646) 216-7040

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 10
Increased Positions 14
Decreased Positions 4
Positions with Activity 18
Sold Out Positions 2
Total Mkt Value (in $ millions) 917

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 7.54%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.82%
Energy 3.89%
Financial
Healthcare 7.27%
Services 37.24%
Technology
Transportation 12.82%
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 219,701 -20,544 (8.55) 1,475,789
MASONITE INTL CORP NEW COM 131,210 5,906 4.71 2,221,635
ALNYLAM PHARMACEUTICALS INC COM 65,575 65,575 New 651,000
BLOUNT INTL INC NEW COM 58,923 New 3,494,819
UTI WORLDWIDE INC ORD 57,826 New 5,032,691
ALLEGION PUB LTD CO ORD SHS 43,937 New 798,997
DIANA CONTAINERSHIPS INC COM 38,790 37,610 3,187.25 16,436,255
AEGEAN MARINE PETROLEUM NETWRK SHS 35,662 New 2,964,453
ASCENT CAP GROUP INC COM SER A 34,686 4,756 15.89 657,301
ADVANCED DRAIN SYS INC DEL COM 34,080 34,080 New 1,511,297
SHENANDOAH TELECOMMUNICATIONS COM 32,109 -1,920 (5.64) 1,021,282
RETAILMENOT INC COM SER 1 29,529 29,529 New 1,969,942
NUTRI SYS INC NEW COM 29,448 29,448 New 1,505,540
MEDIFAST INC COM 20,666 20,666 New 634,500
CHANNELADVISOR CORP COM 16,705 16,705 New 760,000
CASELLA WASTE SYS INC CL A 14,706 New 3,694,949
DIANA SHIPPING INC COM 11,546 1,378 13.55 1,675,726
PINNACLE ENTMT INC COM 10,900 10,900 New 500,000
NCI BUILDING SYS INC COM NEW 10,234 10,234 New 586,151
EUROSEAS LTD COM NEW 9,378 New 11,164,868


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