$863 Million is the total value of BROADVIEW ADVISORS LLC's 101 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 40.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINI | Buy | Mobile Mini Inc | $20,393,000 | +30.4% | 598,737 | +26.9% | 2.36% | +7.5% |
| TIBX | Buy | TIBCO Software Inc | $20,231,000 | +101.3% | 790,600 | +68.4% | 2.34% | +66.1% |
| NXTM | Buy | NxStage Medical Inc | $17,605,000 | +33.5% | 1,337,750 | +44.8% | 2.04% | +10.0% |
| GNTX | Buy | Gentex Corp | $15,820,000 | +38.6% | 618,200 | +24.9% | 1.83% | +14.3% |
| PPO | Buy | Polypore Intl Inc | $15,601,000 | +29.5% | 380,797 | +27.4% | 1.81% | +6.8% |
| UHS | Buy | United Health Services C | $14,329,000 | +44.2% | 191,075 | +28.7% | 1.66% | +18.9% |
| SLCA | Buy | US Silica Holdings Inc | $12,592,000 | +208.9% | 505,698 | +157.7% | 1.46% | +154.6% |
| FTNT | Buy | Fortinet Inc | $11,703,000 | +51.0% | 577,650 | +30.4% | 1.36% | +24.5% |
| URBN | Buy | Urban Outfitters Inc | $10,772,000 | +23.8% | 292,948 | +35.5% | 1.25% | +2.1% |
| SEE | Buy | Sealed Air Corp | $10,613,000 | +46.3% | 390,325 | +28.9% | 1.23% | +20.6% |
| RDC | Buy | Rowan Companies Inc. | $10,302,000 | +50.0% | 280,550 | +39.1% | 1.19% | +23.6% |
| MKSI | Buy | MKS Instruments Inc. | $10,224,000 | +24.5% | 384,500 | +24.2% | 1.18% | +2.6% |
| TEX | Buy | Terex Corp | $10,202,000 | +86.3% | 303,625 | +45.8% | 1.18% | +53.7% |
| ON | Buy | ON Semiconductor Inc | $9,899,000 | -5.4% | 1,354,375 | +4.6% | 1.15% | -22.0% |
| VCRA | Buy | Vocera Communications Inc | $9,802,000 | +61.2% | 527,010 | +27.4% | 1.14% | +32.9% |
| UTIW | Buy | UTI Worldwide Inc | $9,559,000 | -6.0% | 632,600 | +2.5% | 1.11% | -22.5% |
| NCMI | Buy | National CineMedia Inc | $9,474,000 | +135.3% | 502,325 | +110.8% | 1.10% | +93.8% |
| RBC | Buy | Regal-Beloit Corporat | $9,464,000 | +24.6% | 139,325 | +19.0% | 1.10% | +2.7% |
| EW | New | Edwards Lifesciences Corp | $9,438,000 | – | 135,550 | +100.0% | 1.09% | – |
| TUMI | New | Tumi Holdings Inc | $9,008,000 | – | 447,050 | +100.0% | 1.04% | – |
| QSII | New | Quality Systems Inc | $8,559,000 | – | 393,900 | +100.0% | 0.99% | – |
| VECO | New | Veeco Instruments Inc | $7,601,000 | – | 204,200 | +100.0% | 0.88% | – |
| TWIN | Buy | Twin Disc Incorporat | $7,562,000 | +11.7% | 289,417 | +1.3% | 0.88% | -7.9% |
| BECN | Buy | Beacon Roofing Supply | $7,394,000 | +35.7% | 200,537 | +39.4% | 0.86% | +11.9% |
| PTEN | Buy | Patterson UTI Energy Inc | $6,572,000 | +104.1% | 307,375 | +84.7% | 0.76% | +68.4% |
| BDE | New | Black Diamond Inc | $5,535,000 | – | 455,165 | +100.0% | 0.64% | – |
| HIBB | New | Hibbet Sports Inc | $4,984,000 | – | 88,825 | +100.0% | 0.58% | – |
| STCK | New | Stock Building Supply Inc | $4,702,000 | – | 357,850 | +100.0% | 0.54% | – |
| COBZ | Buy | Cobiz Financial Inc | $4,484,000 | +142.6% | 464,141 | +108.4% | 0.52% | +99.6% |
| SQI | New | SciQuest Inc | $2,489,000 | – | 110,800 | +100.0% | 0.29% | – |
| KMR | Buy | Kinder Morgan Management LL | $1,192,000 | -8.9% | 15,905 | +1.5% | 0.14% | -25.0% |
| CSCO | Buy | Cisco Systems Inc | $944,000 | +14.4% | 40,300 | +18.9% | 0.11% | -6.0% |
| ALTR | Buy | Altera Corp. | $892,000 | +174.5% | 24,000 | +143.7% | 0.10% | +123.9% |
| TDC | Buy | Teradata Corp | $851,000 | +82.2% | 15,350 | +65.1% | 0.10% | +50.0% |
| F113PS | Buy | Coviden PLC | $666,000 | +30.1% | 10,925 | +22.1% | 0.08% | +6.9% |
| BRCM | New | Broadcom Corp | $505,000 | – | 19,400 | +100.0% | 0.06% | – |
| WFT | New | Weatherford International Ltd | $403,000 | – | 26,300 | +100.0% | 0.05% | – |
| RSG | New | Republic Services In | $370,000 | – | 11,100 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MGIC INVT CORP WIS | 25 | Q2 2019 | 6.3% |
| ZIONS BANCORPORATION | 25 | Q2 2019 | 3.5% |
| MASCO CORP | 25 | Q2 2019 | 2.9% |
| VULCAN MATLS CO | 25 | Q2 2019 | 3.4% |
| PTC INC | 25 | Q2 2019 | 3.2% |
| Ciena Corporation | 25 | Q2 2019 | 2.5% |
| NATIONAL CINEMEDIA INC | 25 | Q2 2019 | 1.6% |
| HIBBETT SPORTS INC | 24 | Q2 2019 | 2.8% |
| CRANE CO | 24 | Q2 2019 | 2.1% |
| METLIFE INC | 23 | Q4 2018 | 0.2% |
View BROADVIEW ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-07-30 |
| 13F-HR | 2018-05-11 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-12 |
View BROADVIEW ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.