Credo Capital Management as of Sept. 30, 2011
Portfolio Holdings for Credo Capital Management
Credo Capital Management holds 103 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vera Bradley (VRA) | 2.5 | $12M | 330k | 36.05 | |
| Buffalo Wild Wings | 2.5 | $12M | 194k | 59.80 | |
| Tiffany & Co. | 2.2 | $10M | 170k | 60.82 | |
| Microsemi Corporation | 2.2 | $10M | 643k | 15.98 | |
| Deckers Outdoor Corporation (DECK) | 2.2 | $10M | 110k | 93.26 | |
| Diamond Foods | 2.1 | $10M | 125k | 79.79 | |
| Digital Realty Trust (DLR) | 2.0 | $9.5M | 173k | 55.16 | |
| Catalyst Health Solutions | 2.0 | $9.5M | 165k | 57.69 | |
| EQT Corporation (EQT) | 1.9 | $9.1M | 171k | 53.36 | |
| HMS Holdings | 1.9 | $9.0M | 371k | 24.39 | |
| Bed Bath & Beyond | 1.9 | $9.0M | 157k | 57.31 | |
| Illumina (ILMN) | 1.9 | $8.9M | 218k | 40.92 | |
| athenahealth | 1.9 | $8.9M | 149k | 59.55 | |
| Superior Energy Services | 1.9 | $8.9M | 338k | 26.24 | |
| Equinix | 1.9 | $8.7M | 98k | 88.83 | |
| Airgas | 1.8 | $8.6M | 135k | 63.82 | |
| Salix Pharmaceuticals | 1.8 | $8.6M | 291k | 29.60 | |
| Pvh Corporation (PVH) | 1.8 | $8.6M | 148k | 58.24 | |
| Pegasystems (PEGA) | 1.7 | $8.2M | 267k | 30.61 | |
| Crown Holdings (CCK) | 1.7 | $8.1M | 264k | 30.61 | |
| Fastenal Company (FAST) | 1.7 | $8.1M | 242k | 33.28 | |
| Mohawk Industries (MHK) | 1.7 | $7.9M | 185k | 42.91 | |
| WESCO International (WCC) | 1.7 | $7.8M | 233k | 33.55 | |
| Rovi Corporation | 1.6 | $7.7M | 179k | 42.98 | |
| Alexion Pharmaceuticals | 1.6 | $7.7M | 120k | 64.06 | |
| Carrizo Oil & Gas | 1.6 | $7.6M | 352k | 21.55 | |
| Moog (MOG.A) | 1.6 | $7.3M | 225k | 32.62 | |
| Legg Mason | 1.6 | $7.2M | 282k | 25.71 | |
| Stifel Financial (SF) | 1.5 | $7.2M | 271k | 26.56 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $7.2M | 247k | 28.97 | |
| Timken Company (TKR) | 1.5 | $7.1M | 217k | 32.82 | |
| Robert Half International (RHI) | 1.5 | $7.0M | 330k | 21.22 | |
| Royal Caribbean Cruises (RCL) | 1.5 | $6.9M | 320k | 21.64 | |
| Dresser-Rand | 1.5 | $7.0M | 172k | 40.53 | |
| MF Global Holdings | 1.5 | $7.0M | 1.7M | 4.13 | |
| Harman International Industries | 1.4 | $6.8M | 238k | 28.58 | |
| Manitowoc Company | 1.4 | $6.5M | 970k | 6.71 | |
| Trinity Industries (TRN) | 1.4 | $6.5M | 305k | 21.41 | |
| Parametric Technology | 1.3 | $6.2M | 402k | 15.38 | |
| Rackspace Hosting | 1.3 | $6.2M | 181k | 34.14 | |
| Navistar International Corporation | 1.3 | $6.0M | 187k | 32.12 | |
| Arch Coal | 1.3 | $5.9M | 404k | 14.58 | |
| ON Semiconductor (ON) | 1.2 | $5.7M | 791k | 7.17 | |
| Greenhill & Co | 1.2 | $5.7M | 198k | 28.59 | |
| Poly | 1.2 | $5.6M | 306k | 18.37 | |
| Quality Systems | 1.2 | $5.6M | 58k | 97.00 | |
| Urban Outfitters (URBN) | 1.2 | $5.6M | 251k | 22.32 | |
| Semtech Corporation (SMTC) | 1.2 | $5.5M | 260k | 21.10 | |
| Manpower (MAN) | 1.1 | $5.4M | 160k | 33.62 | |
| SPX Corporation | 1.1 | $5.3M | 116k | 45.31 | |
| Huntsman Corporation (HUN) | 1.1 | $5.1M | 529k | 9.67 | |
| Lance | 0.9 | $4.2M | 200k | 20.85 | |
| MetroPCS Communications | 0.9 | $4.0M | 463k | 8.71 | |
| Cree | 0.8 | $3.5M | 135k | 25.98 | |
| RightNow Technologies | 0.5 | $2.5M | 74k | 33.06 | |
| Gulfport Energy Corporation | 0.5 | $2.1M | 88k | 24.18 | |
| Wright Express Corporation | 0.4 | $2.0M | 54k | 38.04 | |
| Chart Industries (GTLS) | 0.4 | $2.0M | 48k | 42.18 | |
| Evercore Partners (EVR) | 0.4 | $2.0M | 87k | 22.80 | |
| IPC The Hospitalist Company | 0.4 | $1.9M | 54k | 35.70 | |
| Monro Muffler Brake (MNRO) | 0.4 | $1.9M | 58k | 32.97 | |
| DuPont Fabros Technology | 0.4 | $1.9M | 99k | 19.69 | |
| Coherent | 0.4 | $1.8M | 41k | 42.96 | |
| Finisar Corporation | 0.4 | $1.8M | 101k | 17.54 | |
| Rue21 | 0.4 | $1.8M | 79k | 22.69 | |
| Globe Specialty Metals | 0.4 | $1.7M | 119k | 14.52 | |
| Onyx Pharmaceuticals | 0.4 | $1.7M | 58k | 30.01 | |
| OPNET Technologies | 0.4 | $1.8M | 50k | 34.91 | |
| Sourcefire | 0.4 | $1.7M | 64k | 26.75 | |
| Power Integrations (POWI) | 0.3 | $1.6M | 53k | 30.62 | |
| K12 | 0.3 | $1.6M | 62k | 25.46 | |
| Cogent Communications (CCOI) | 0.3 | $1.4M | 107k | 13.45 | |
| Lufkin Industries | 0.3 | $1.5M | 28k | 53.21 | |
| Insulet Corporation (PODD) | 0.3 | $1.5M | 95k | 15.26 | |
| Cavium | 0.3 | $1.4M | 53k | 27.01 | |
| Ultimate Software | 0.3 | $1.4M | 30k | 46.73 | |
| Koppers Holdings (KOP) | 0.3 | $1.4M | 54k | 25.60 | |
| Modine Manufacturing (MOD) | 0.3 | $1.4M | 149k | 9.06 | |
| DG FastChannel | 0.3 | $1.4M | 80k | 16.95 | |
| DTS | 0.3 | $1.4M | 55k | 24.83 | |
| Interface | 0.3 | $1.3M | 111k | 11.86 | |
| Helix Energy Solutions (HLX) | 0.3 | $1.3M | 97k | 13.10 | |
| EnerSys (ENS) | 0.3 | $1.2M | 60k | 20.03 | |
| Comstock Resources | 0.3 | $1.2M | 80k | 15.47 | |
| RealD | 0.2 | $1.2M | 125k | 9.35 | |
| Ultratech | 0.2 | $1.1M | 66k | 17.15 | |
| Pioneer Drilling Company | 0.2 | $1.1M | 149k | 7.18 | |
| True Religion Apparel | 0.2 | $1.0M | 39k | 26.96 | |
| Volcano Corporation | 0.2 | $1.0M | 34k | 29.64 | |
| Cepheid | 0.2 | $944k | 24k | 38.84 | |
| Luminex Corporation | 0.2 | $868k | 39k | 22.17 | |
| Maxwell Technologies | 0.2 | $837k | 46k | 18.41 | |
| Elizabeth Arden | 0.2 | $830k | 29k | 28.43 | |
| Peet's Coffee & Tea | 0.2 | $851k | 15k | 55.64 | |
| RBC Bearings Incorporated (RBC) | 0.2 | $835k | 25k | 33.97 | |
| Computer Programs & Systems (TBRG) | 0.2 | $788k | 12k | 66.14 | |
| Forward Air Corporation (FWRD) | 0.1 | $680k | 27k | 25.46 | |
| Littelfuse (LFUS) | 0.1 | $596k | 15k | 40.22 | |
| NetSuite | 0.1 | $541k | 20k | 27.03 | |
| Par Pharmaceutical Companies | 0.1 | $504k | 19k | 26.60 | |
| Medidata Solutions | 0.1 | $506k | 31k | 16.44 | |
| Blue Nile | 0.1 | $492k | 14k | 35.30 | |
| Marten Transport (MRTN) | 0.1 | $491k | 29k | 17.25 |
