Credo Capital Management as of Dec. 31, 2011
Portfolio Holdings for Credo Capital Management
Credo Capital Management holds 108 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WESCO International (WCC) | 2.3 | $13M | 249k | 53.01 | |
| Trinity Industries (TRN) | 2.0 | $12M | 399k | 30.06 | |
| Airgas | 1.9 | $11M | 144k | 78.08 | |
| LKQ Corporation (LKQ) | 1.8 | $11M | 358k | 30.08 | |
| Salix Pharmaceuticals | 1.8 | $11M | 225k | 47.85 | |
| Vera Bradley (VRA) | 1.8 | $11M | 326k | 32.25 | |
| Catalyst Health Solutions | 1.8 | $10M | 200k | 52.00 | |
| Plains Exploration & Production Company | 1.8 | $10M | 279k | 36.72 | |
| Edwards Lifesciences (EW) | 1.7 | $10M | 144k | 70.70 | |
| Carrizo Oil & Gas | 1.7 | $10M | 384k | 26.35 | |
| Buffalo Wild Wings | 1.7 | $10M | 150k | 67.51 | |
| Tiffany & Co. | 1.7 | $10M | 151k | 66.26 | |
| Robert Half International (RHI) | 1.7 | $10M | 351k | 28.46 | |
| Digital Realty Trust (DLR) | 1.7 | $9.9M | 148k | 66.67 | |
| Alexion Pharmaceuticals | 1.7 | $9.9M | 139k | 71.50 | |
| Lance | 1.7 | $9.8M | 436k | 22.50 | |
| Manitowoc Company | 1.7 | $9.8M | 1.1M | 9.19 | |
| Microsemi Corporation | 1.7 | $9.7M | 579k | 16.75 | |
| Green Mountain Coffee Roasters | 1.6 | $9.7M | 215k | 44.85 | |
| Crown Holdings (CCK) | 1.6 | $9.4M | 280k | 33.58 | |
| Stifel Financial (SF) | 1.6 | $9.4M | 294k | 32.05 | |
| Watson Pharmaceuticals | 1.6 | $9.3M | 154k | 60.34 | |
| Dick's Sporting Goods (DKS) | 1.6 | $9.1M | 247k | 36.88 | |
| T. Rowe Price (TROW) | 1.6 | $9.1M | 160k | 56.95 | |
| Timken Company (TKR) | 1.5 | $8.9M | 231k | 38.71 | |
| Lululemon Athletica (LULU) | 1.5 | $8.9M | 191k | 46.66 | |
| Pegasystems (PEGA) | 1.5 | $8.8M | 299k | 29.40 | |
| Poly | 1.5 | $8.8M | 538k | 16.30 | |
| Superior Energy Services | 1.5 | $8.7M | 305k | 28.44 | |
| Navistar International Corporation | 1.5 | $8.7M | 228k | 37.88 | |
| Equinix | 1.5 | $8.6M | 85k | 101.41 | |
| EQT Corporation (EQT) | 1.5 | $8.6M | 157k | 54.79 | |
| Fossil | 1.4 | $8.3M | 104k | 79.36 | |
| Rackspace Hosting | 1.4 | $8.3M | 192k | 43.01 | |
| Harman International Industries | 1.4 | $8.1M | 212k | 38.04 | |
| SPX Corporation | 1.4 | $8.1M | 134k | 60.27 | |
| athenahealth | 1.4 | $7.9M | 161k | 49.12 | |
| Greenhill & Co | 1.3 | $7.7M | 211k | 36.37 | |
| Deckers Outdoor Corporation (DECK) | 1.3 | $7.4M | 98k | 75.57 | |
| Rovi Corporation | 1.2 | $7.3M | 295k | 24.58 | |
| Legg Mason | 1.2 | $7.2M | 299k | 24.05 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $7.2M | 21k | 337.73 | |
| Huntsman Corporation (HUN) | 1.2 | $7.0M | 696k | 10.00 | |
| ON Semiconductor (ON) | 1.1 | $6.5M | 839k | 7.72 | |
| Parametric Technology | 1.1 | $6.4M | 351k | 18.26 | |
| Pvh Corporation (PVH) | 1.1 | $6.3M | 90k | 70.49 | |
| Arch Coal | 1.1 | $6.2M | 429k | 14.51 | |
| Cree | 1.1 | $6.2M | 281k | 22.04 | |
| Illumina (ILMN) | 1.0 | $6.1M | 199k | 30.48 | |
| Manpower (MAN) | 1.0 | $6.1M | 170k | 35.75 | |
| Quanta Services (PWR) | 1.0 | $6.0M | 277k | 21.54 | |
| Nuance Communications | 0.9 | $5.1M | 203k | 25.16 | |
| Urban Outfitters (URBN) | 0.8 | $4.7M | 172k | 27.56 | |
| Dresser-Rand | 0.8 | $4.4M | 89k | 49.92 | |
| Moog (MOG.A) | 0.7 | $4.3M | 97k | 43.93 | |
| MetroPCS Communications | 0.7 | $4.3M | 491k | 8.68 | |
| Wright Express Corporation | 0.6 | $3.5M | 64k | 54.28 | |
| DuPont Fabros Technology | 0.6 | $3.3M | 134k | 24.22 | |
| RBC Bearings Incorporated (RBC) | 0.5 | $3.0M | 72k | 41.70 | |
| True Religion Apparel | 0.5 | $3.0M | 87k | 34.58 | |
| Cepheid | 0.5 | $2.9M | 83k | 34.41 | |
| Volcano Corporation | 0.5 | $2.9M | 120k | 23.79 | |
| Peet's Coffee & Tea | 0.5 | $2.8M | 45k | 62.68 | |
| Evercore Partners (EVR) | 0.5 | $2.8M | 104k | 26.62 | |
| Gulfport Energy Corporation | 0.5 | $2.8M | 94k | 29.45 | |
| Koppers Holdings (KOP) | 0.5 | $2.8M | 81k | 34.36 | |
| Ultimate Software | 0.5 | $2.7M | 42k | 65.12 | |
| Coherent | 0.5 | $2.6M | 50k | 52.26 | |
| Elizabeth Arden | 0.5 | $2.6M | 71k | 37.04 | |
| IPC The Hospitalist Company | 0.5 | $2.7M | 58k | 45.73 | |
| Chart Industries (GTLS) | 0.5 | $2.6M | 49k | 54.08 | |
| Insulet Corporation (PODD) | 0.5 | $2.7M | 141k | 18.83 | |
| Onyx Pharmaceuticals | 0.4 | $2.6M | 59k | 43.95 | |
| Forward Air Corporation (FWRD) | 0.4 | $2.5M | 79k | 32.05 | |
| Sourcefire | 0.4 | $2.5M | 78k | 32.39 | |
| Computer Programs & Systems (TBRG) | 0.4 | $2.4M | 48k | 51.12 | |
| Monro Muffler Brake (MNRO) | 0.4 | $2.4M | 62k | 38.79 | |
| Cogent Communications (CCOI) | 0.4 | $2.2M | 132k | 16.89 | |
| OPNET Technologies | 0.4 | $2.2M | 61k | 36.67 | |
| Lufkin Industries | 0.4 | $2.2M | 33k | 67.31 | |
| Power Integrations (POWI) | 0.4 | $2.1M | 65k | 33.16 | |
| Maxwell Technologies | 0.4 | $2.2M | 134k | 16.24 | |
| Luminex Corporation | 0.4 | $2.2M | 103k | 21.23 | |
| Modine Manufacturing (MOD) | 0.4 | $2.1M | 222k | 9.46 | |
| Interface | 0.4 | $2.1M | 182k | 11.54 | |
| DTS | 0.4 | $2.1M | 78k | 27.24 | |
| Par Pharmaceutical Companies | 0.3 | $2.1M | 63k | 32.73 | |
| Finisar Corporation | 0.3 | $2.1M | 124k | 16.74 | |
| Rue21 | 0.3 | $2.1M | 95k | 21.60 | |
| Ultratech | 0.3 | $2.0M | 80k | 24.57 | |
| NetSuite | 0.3 | $2.0M | 49k | 40.56 | |
| Globe Specialty Metals | 0.3 | $1.9M | 143k | 13.39 | |
| EnerSys (ENS) | 0.3 | $1.9M | 74k | 25.97 | |
| Marten Transport (MRTN) | 0.3 | $1.9M | 107k | 17.99 | |
| Littelfuse (LFUS) | 0.3 | $1.9M | 44k | 42.97 | |
| Helix Energy Solutions (HLX) | 0.3 | $1.9M | 118k | 15.80 | |
| Cavium | 0.3 | $1.9M | 65k | 28.43 | |
| Pioneer Drilling Company | 0.3 | $1.7M | 180k | 9.68 | |
| Medidata Solutions | 0.3 | $1.7M | 79k | 21.75 | |
| Life Time Fitness | 0.3 | $1.5M | 32k | 46.74 | |
| Comstock Resources | 0.2 | $1.5M | 97k | 15.30 | |
| Acacia Research Corporation (ACTG) | 0.2 | $1.4M | 38k | 36.50 | |
| K12 | 0.2 | $1.4M | 79k | 17.94 | |
| Zumiez (ZUMZ) | 0.2 | $1.3M | 47k | 27.75 | |
| Arbitron | 0.2 | $1.2M | 36k | 34.40 | |
| CoreSite Realty | 0.2 | $1.2M | 68k | 17.82 | |
| Akorn | 0.2 | $1.1M | 103k | 11.12 | |
| RealD | 0.2 | $1.1M | 138k | 7.94 |
