Institutions / Daruma Capital Management LLC
Daruma Capital Management LLC
CIK 1080389 · Institution · as of Dec 31, 2014
Portfolio value
$2.30B
Positions
50
As of
Dec 31, 2014
Top holdings
Dec 31, 2014View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| Acxiom Corp | $98.70M | 4.3% |
| Digitalglobe Inc | $91.61M | 4.0% |
| Brunswick CorpBC | $90.32M | 3.9% |
| Fuller H B CoFUL | $89.22M | 3.9% |
| Lumber Liquidators Hldgs Inc | $80.83M | 3.5% |
| Rogers CorpROG | $80.70M | 3.5% |
| Dealertrack Technologies Inc | $79.88M | 3.5% |
| Wellcare Health Plans Inc | $77.87M | 3.4% |
| Cadence Design Systems IncCDNS | $76.72M | 3.3% |
| Costar Group IncCSGP | $75.41M | 3.3% |
| Vera Bradley, Inc.VRA | $74.65M | 3.2% |
| Beacon Roofing Supply IncBECN | $73.75M | 3.2% |
| Healthsouth Corp | $71.22M | 3.1% |
| Constant Contact Inc | $71.20M | 3.1% |
| Diebold Inc | $71.14M | 3.1% |
| Insulet CorpPODD | $69.87M | 3.0% |
| Scorpio Tankers Inc | $69.58M | 3.0% |
| Schulman a Inc | $68.89M | 3.0% |
| Texas Capital Bancshares INC/TXTCBI | $68.85M | 3.0% |
| Electronics for Imaging Inc | $67.89M | 3.0% |
| Monro Muffler Brake IncMNRO | $67.62M | 2.9% |
| Westinghouse Air Brake Technologies CorpWAB | $66.57M | 2.9% |
| WEX Inc.WEX | $66.50M | 2.9% |
| On Assignment Inc | $65.72M | 2.9% |
| Francescas Hldgs Corp | $64.89M | 2.8% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.