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) 926

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

Sector Weighting

Basic Materials
Capital Goods 7.81%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.88%
Energy 4.23%
Financial
Healthcare 6.96%
Services 37.13%
Technology
Transportation 12.34%
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TRIPADVISOR INC COM -65,900 Sold Out 0
LIBBEY INC COM -26,174 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM 220,158 -20,587 (8.55) 1,475,789
SHENANDOAH TELECOMMUNICATIONS COM 32,293 -1,931 (5.64) 1,021,282
AEGEAN MARINE PETROLEUM NETWRK SHS 39,160 New 2,964,453
ALLEGION PUB LTD CO ORD SHS 44,464 New 798,997
BLOUNT INTL INC NEW COM 61,753 New 3,494,819
CASELLA WASTE SYS INC CL A 14,854 New 3,694,949
EUROSEAS LTD COM NEW 8,496 New 11,164,868
RESPONSE GENETICS INC COM 734 New 2,447,617
UTI WORLDWIDE INC ORD 59,788 New 5,032,691
DIANA SHIPPING INC COM 11,479 1,370 13.55 1,675,726
ZULILY INC CL A 4,740 4,740 New 203,611
ASCENT CAP GROUP INC COM SER A 35,652 4,888 15.89 657,301
BLYTH INC COM NEW 5,189 5,189 New 591,704
MASONITE INTL CORP NEW COM 135,164 6,084 4.71 2,221,635
NCI BUILDING SYS INC COM NEW 10,557 10,557 New 586,151
PINNACLE ENTMT INC COM 11,040 11,040 New 500,000
CHANNELADVISOR CORP COM 16,674 16,674 New 760,000
MEDIFAST INC COM 21,440 21,440 New 634,500


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