InView Investment Management LLC - Q3 2013 holdings

$74.3 Million is the total value of InView Investment Management LLC's 58 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 22.8% .

 Value Shares↓ Weighting
MX  MAGNACHIP SEMICONDUCTOR CORP$2,847,000
+17.8%
132,2300.0%3.83%
+5.7%
ABG  ASBURY AUTOMOTIVE GROUP INC$2,761,000
+32.7%
51,8900.0%3.72%
+19.0%
AEL  AMERICAN EQTY INVT LIFE HLD$2,176,000
+35.2%
102,5400.0%2.93%
+21.2%
BDC  BELDEN INC$2,166,000
+28.3%
33,8100.0%2.92%
+15.1%
POR BuyPORTLAND GEN ELEC CO$1,895,000
+61.0%
67,110
+74.4%
2.55%
+44.5%
DLX  DELUXE CORP$1,841,000
+20.2%
44,2000.0%2.48%
+7.8%
NPO  ENPRO INDS INC$1,820,000
+18.6%
30,2200.0%2.45%
+6.4%
FLEX  FLEXTRONICS INTL LTDord$1,818,000
+17.4%
200,0020.0%2.45%
+5.3%
CCK  CROWN HOLDINGS INC$1,791,000
+2.8%
42,3500.0%2.41%
-7.8%
MTOR  MERITOR INC$1,731,000
+11.5%
220,2340.0%2.33%0.0%
NWL  NEWELL RUBBERMAID INC$1,719,000
+4.8%
62,4950.0%2.31%
-6.0%
ARCC  ARES CAP CORP$1,694,000
+0.5%
98,0000.0%2.28%
-9.9%
LFUS  LITTELFUSE INC$1,687,000
+4.8%
21,5630.0%2.27%
-5.9%
OZM  OCH ZIFF CAP MGMT GROUPcl a$1,614,000
+5.3%
146,8800.0%2.17%
-5.6%
RBC BuyREGAL BELOIT CORP$1,557,000
+20.6%
22,920
+15.1%
2.10%
+8.2%
EAT  BRINKER INTL INC$1,503,000
+2.8%
37,0800.0%2.02%
-7.8%
CUZ  COUSINS PPTYS INC$1,446,000
+1.9%
140,5270.0%1.95%
-8.6%
OCR  OMNICARE INC$1,445,000
+16.3%
26,0300.0%1.94%
+4.3%
AVT  AVNET INC$1,396,000
+24.2%
33,4600.0%1.88%
+11.4%
MDP  MEREDITH CORP$1,395,000
-0.1%
29,2880.0%1.88%
-10.4%
ONB  OLD NATL BANCORP IND$1,362,000
+2.7%
95,8900.0%1.83%
-7.9%
AVA  AVISTA CORP$1,330,000
-2.3%
50,3700.0%1.79%
-12.3%
MTRX  MATRIX SVC CO$1,329,000
+26.0%
67,7300.0%1.79%
+13.0%
DGI  DIGITALGLOBE INC$1,323,000
+1.9%
41,8500.0%1.78%
-8.6%
ANWWQ  AEGEAN MARINE PETROLEUM NETW$1,322,000
+28.1%
111,4990.0%1.78%
+14.8%
RGC  REGAL ENTMT GROUPcl a$1,310,000
+6.1%
69,0200.0%1.76%
-4.9%
PHM  PULTE GROUP INC$1,238,000
-13.1%
75,0500.0%1.67%
-22.0%
NPBC  NATIONAL PENN BANCSHARES INC$1,234,000
-1.1%
122,8270.0%1.66%
-11.3%
CSG NewCHAMBERS STR PPTYS$1,221,000139,090
+100.0%
1.64%
ARI  APOLLO COML REAL EST FIN INC$1,202,000
-3.8%
78,7300.0%1.62%
-13.8%
LXFR  LUXFER HLDGS PLCsponsored adr$1,197,000
+0.8%
74,8900.0%1.61%
-9.5%
PVTB  PRIVATEBANCORP INC$1,184,000
+0.8%
55,3400.0%1.59%
-9.6%
LPX  LOUISIANA PAC CORP$1,153,000
+19.0%
65,5300.0%1.55%
+6.7%
ESIO NewELECTRO SCIENTIFIC INDS$1,141,00097,630
+100.0%
1.54%
ACM  AECOM TECHNOLOGY CORP DELAWA$1,128,000
-1.6%
36,0600.0%1.52%
-11.7%
HWC  HANCOCK HLDG CO$1,112,000
+4.3%
35,4400.0%1.50%
-6.4%
SWC NewSTILLWATER MNG CO$1,107,000100,570
+100.0%
1.49%
HPP  HUDSON PAC PPTYS INC$1,033,000
-8.6%
53,1240.0%1.39%
-18.0%
CNK  CINEMARK HOLDINGS INC$1,013,000
+13.7%
31,9000.0%1.36%
+1.9%
SPR  SPIRIT AEROSYSTEMS HLDGS INC$1,001,000
+12.9%
41,3000.0%1.35%
+1.2%
CYS  CYS INVTS INC$990,000
-11.8%
121,8000.0%1.33%
-20.9%
BIO  BIO RAD LABS INCcl a$971,000
+4.7%
8,2600.0%1.31%
-6.0%
MBFI  MB FINANCIAL INC NEW$922,000
+5.3%
32,6900.0%1.24%
-5.6%
PEB  PEBBLEBROOK HOTEL TR$898,000
+11.1%
31,2700.0%1.21%
-0.2%
KEYW BuyKEYW HLDG CORP$807,000
+107.5%
59,990
+104.3%
1.09%
+86.0%
MDR NewMCDERMOTT INTL INC$777,000104,580
+100.0%
1.05%
ACRE NewARES COML REAL ESTATE CORP$766,00061,590
+100.0%
1.03%
STLD  STEEL DYNAMICS INC$766,000
+12.2%
45,8000.0%1.03%
+0.6%
ACCO NewACCO BRANDS CORP$756,000113,810
+100.0%
1.02%
DFODQ NewDEAN FOODS CO NEW$756,00039,190
+100.0%
1.02%
MFA BuyMFA FINL INC$755,000
+20.6%
101,320
+36.8%
1.02%
+8.2%
CRK  COMSTOCK RES INC$749,000
+1.2%
47,0500.0%1.01%
-9.2%
WWAV BuyWHITEWAVE FOODS CO$744,000
+320.3%
37,251
+241.7%
1.00%
+276.3%
HAIN SellHAIN CELESTIAL GROUP INC$731,000
-37.4%
9,480
-47.2%
0.98%
-43.9%
NAV SellNAVISTAR INTL CORP NEW$731,000
-47.5%
20,030
-60.0%
0.98%
-52.9%
IVR BuyINVESCO MORTGAGE CAPITAL INC$728,000
+38.4%
47,290
+48.9%
0.98%
+24.2%
SSINQ  STAGE STORES INC$610,000
-18.2%
31,7500.0%0.82%
-26.6%
PTEN  PATTERSON UTI ENERGY INC$598,000
+10.3%
27,9900.0%0.80%
-1.0%
WWAVB ExitWHITEWAVE FOODS CO$0-15,525
-100.0%
-0.35%
DF ExitDEAN FOODS CO NEW$0-42,680
-100.0%
-0.64%
CMCO ExitCOLUMBUS MCKINNON CORP N Y$0-35,100
-100.0%
-1.12%
TWGP ExitTOWER GROUP INTL LTD$0-45,861
-100.0%
-1.41%
JNY ExitJONES GROUP INC$0-72,250
-100.0%
-1.49%
CMS ExitCMS ENERGY CORP$0-59,230
-100.0%
-2.41%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2013-10-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MAGNACHIP SEMICONDUCTOR CORP2Q3 20133.8%
ASBURY AUTOMOTIVE GROUP INC2Q3 20133.7%
BELDEN INC2Q3 20132.9%
AMERICAN EQTY INVT LIFE HLD2Q3 20132.9%
CROWN HOLDINGS INC2Q3 20132.6%
ARES CAP CORP2Q3 20132.5%
DELUXE CORP2Q3 20132.5%
NEWELL RUBBERMAID INC2Q3 20132.5%
FLEXTRONICS INTL LTD2Q3 20132.4%
ENPRO INDS INC2Q3 20132.4%

View InView Investment Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2013-10-29
13F-HR2013-08-13
13F-HR2013-05-09
13F-HR2013-02-13
13F-HR2012-11-14
13F-HR2012-08-06
13F-HR2012-05-07
13F-HR2012-02-08
13F-HR2011-10-26
13F-HR2011-08-01

View InView Investment Management LLC's complete filings history.

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