Institutions / Blue Clay Capital Management, LLC
Blue Clay Capital Management, LLC
CIK 1576160 · Institution · as of Dec 31, 2014
Portfolio value
$104.27M
Positions
58
As of
Dec 31, 2014
Top holdings
Dec 31, 2014View all 58 →
| Company | Value | % of portfolio |
|---|---|---|
| Select Comfort Corp | $17.39M | 16.7% |
| National Westn Life Ins Co | $12.79M | 12.3% |
| Famous Daves Amer Inc | $11.28M | 10.8% |
| BJs RESTAURANTS INCBJRI | $5.67M | 5.4% |
| Apple IncAAPL | $2.46M | 2.4% |
| Ligand Pharmaceuticals IncLGND | $2.21M | 2.1% |
| Valspar Corp | $2.06M | 2.0% |
| Allegiant Travel COALGT | $1.98M | 1.9% |
| Apollo Global Mgmt LLC | $1.94M | 1.9% |
| Franklin Covey CoFC | $1.92M | 1.8% |
| Motorcar Parts America IncMPAA | $1.87M | 1.8% |
| Spirit Airls Inc | $1.85M | 1.8% |
| Arctic Cat Inc | $1.80M | 1.7% |
| Lear CorpLEA | $1.77M | 1.7% |
| Avis Budget Group, Inc.CAR | $1.76M | 1.7% |
| Unitedhealth Group IncUNH | $1.73M | 1.7% |
| Del Friscos Restaurant Group | $1.61M | 1.5% |
| Fuller H B CoFUL | $1.52M | 1.5% |
| OMNICELL, IncOMCL | $1.48M | 1.4% |
| Jetblue Airways CorpJBLU | $1.42M | 1.4% |
| Hibbett Sports Inc | $1.32M | 1.3% |
| Ellie Mae Inc | $1.26M | 1.2% |
| Radiant Logistics, IncRLGT | $1.19M | 1.1% |
| Thl Cr Inc | $1.18M | 1.1% |
| Performance Sports Group Ltd | $1.16M | 1.1% |
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.