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) 920

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

Sector Weighting

Basic Materials
Capital Goods 7.79%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.87%
Energy 4.17%
Financial
Healthcare 6.72%
Services 37.25%
Technology
Transportation 12.56%
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM -25,988 Sold Out 0
TRIPADVISOR INC COM -65,240 Sold Out 0
RESPONSE GENETICS INC COM 901 New 2,447,617
ZULILY INC CL A 4,848 4,848 New 203,611
BLYTH INC COM NEW 5,130 5,130 New 591,704
EUROSEAS LTD COM NEW 8,597 New 11,164,868
NCI BUILDING SYS INC COM NEW 10,422 10,422 New 586,151
PINNACLE ENTMT INC COM 10,920 10,920 New 500,000
DIANA SHIPPING INC COM 11,663 1,392 13.55 1,675,726
CASELLA WASTE SYS INC CL A 14,669 New 3,694,949
CHANNELADVISOR CORP COM 16,682 16,682 New 760,000
MEDIFAST INC COM 21,237 21,237 New 634,500
RETAILMENOT INC COM SER 1 29,214 29,214 New 1,969,942
NUTRI SYS INC NEW COM 29,599 29,599 New 1,505,540
SHENANDOAH TELECOMMUNICATIONS COM 31,946 -1,910 (5.64) 1,021,282
ADVANCED DRAIN SYS INC DEL COM 34,760 34,760 New 1,511,297
ASCENT CAP GROUP INC COM SER A 35,244 4,832 15.89 657,301
DIANA CONTAINERSHIPS INC COM 35,667 34,582 3,187.25 16,436,255
AEGEAN MARINE PETROLEUM NETWRK SHS 38,330 New 2,964,453
ALLEGION PUB LTD CO ORD SHS 44,528 New 798,997


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