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WESTCLIFF CAPITAL MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AG Mortgage Investment Trust, Inc. MITTCOM63,90063,9001,542,0001,542,0002.39  Hist 09/30/2012
STEWART INFORMATION SERVICES CORP STCCommon75,80075,8001,527,0001,527,0002.37  Hist 09/30/2012
First American Financial Corp FAFCOMMON STOCK56,86056,8601,232,0001,232,0001.910.05 Hist 09/30/2012
MFA FINANCIAL, INC. MFACommon103,300103,300878,000878,0001.36  Hist 09/30/2012
American Railcar Industries, Inc. ARIICommon22,70022,700643,000643,0001.000.11 Hist 09/30/2012
SKYWEST INC SKYWCommon58,30258,302602,000602,0000.930.11 Hist 09/30/2012
USANA HEALTH SCIENCES INC USNACOM11,06011,060514,000514,0000.80  Hist 09/30/2012
TRINITY INDUSTRIES INC TRNCommon16,07016,070482,000482,0000.75  Hist 09/30/2012
BARRETT BUSINESS SERVICES INC BBSICommon16,54216,542448,000448,0000.69  Hist 09/30/2012
BOTTOMLINE TECHNOLOGIES INC EPAYCommon18,09018,090447,000447,0000.69  Hist 09/30/2012
SAIA INC SAIACommon13,08013,080263,000263,0000.41  Hist 09/30/2012
SILICON IMAGE INC SIMGCommon24,86024,860114,000114,0000.18  Hist 09/30/2012
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