IRVING MAGEE INVESTMENT MANAGEMENT Information

101 W. ELM STREET, CONSHOHOCKEN, Pennsylvania, 19428, (215) 545-1971

Report Date: 12/31/2013

Position Statistics

Total Positions 50
New Positions 1
Increased Positions 5
Decreased Positions 0
Positions with Activity 5
Sold Out Positions 0
Total Mkt Value (in $ millions) 213

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

Sector Weighting

Basic Materials 6.58%
Capital Goods 14.5%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.54%
Energy 4.69%
Financial 23.51%
Healthcare 10.95%
Services 17.12%
Technology 9.49%
Transportation 6.31%
Utilities 4.31%

50 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASTEC INC COM 12,614 New 304,550
PORTFOLIO RECOVERY ASSOCS INC COM 11,269 New 195,405
TEXAS CAPITAL BANCSHARES INC COM 8,777 New 143,666
EVERCORE PARTNERS INC CLASS A 8,444 New 171,934
GREENBRIER COS INC COM 7,145 New 164,750
EQUITY LIFESTYLE PPTYS INC COM 6,961 New 172,142
TORO CO COM 6,944 New 112,824
WEST PHARMACEUTICAL SVSC INC COM 5,921 New 138,278
SILICON LABORATORIES INC COM 5,657 New 113,335
TUTOR PERINI CORP COM 5,469 New 183,945
CAL MAINE FOODS INC COM NEW 5,428 New 89,438
KINDRED HEALTHCARE INC COM 5,263 New 212,910
SVB FINL GROUP COM 5,133 New 46,088
STONE ENERGY CORP COM 5,126 New 117,230
PORTLAND GEN ELEC CO COM NEW 4,972 New 154,400
INSPERITY INC COM 4,898 New 162,561
COMMUNITY HEALTH SYS INC NEW COM 4,802 New 135,760
RPM INTL INC COM 4,577 New 111,954
SUSQUEHANNA BANCSHARES INC PA COM 4,319 New 401,440
UMPQUA HLDGS CORP COM 4,253 New 239,175


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