13F-HR filed by Bodri Capital Management, LLC
Bodri Capital Management, LLC filed this 13F-HR for the quarter ended 2013-12-31, filed 2014-02-14, with 56 holding rows worth $205,916,000.
- Accession
- 0001144204-14-008807
- Filer
- CIK 1385080
- Filed
- 2014-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2013
A holdings report, 56 entries on the cover page, a total value of $205,916,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $205,916,000 with VALUE read as thousands by filing date, 13F file number 028-12102. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SUNEDISON INC | 86732Y109 | COM | 1,280,000 | $16,704,000 | thousands by filing date | |
| PLUM CREEK TIMBER CO INC | 729251108 | COM | 200,000 | $9,302,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 200,000 | $7,912,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 100,000 | $7,795,000 | thousands by filing date | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 200,000 | $7,752,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 500,000 | $7,715,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 200,000 | $7,548,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 150,000 | $7,368,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 90,000 | $7,225,000 | thousands by filing date | |
| MASTEC INC COM | 576323109 | Stock | 200,000 | $6,544,000 | thousands by filing date | |
| COLONY CAP INC | 19624R106 | CL A | 300,000 | $6,087,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 200,000 | $5,606,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 100,000 | $5,445,000 | thousands by filing date | |
| SUPERIOR ENERGY SVCS INC | 868157108 | COM | 200,000 | $5,322,000 | thousands by filing date | |
| TYSON FOODS INC CL A | 902494103 | Stock | 150,000 | $5,019,000 | thousands by filing date | |
| ANN INC | 035623107 | COM | 125,000 | $4,570,000 | thousands by filing date | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 175,000 | $4,373,000 | thousands by filing date | |
| RESOLUTE ENERGY CORP | 76116A108 | COMMON STOCK | 479,172 | $4,327,000 | thousands by filing date | |
| PENN WEST PETE LTD NEW | 707887105 | COM | 500,000 | $4,180,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 100,000 | $4,040,000 | thousands by filing date | |
| ARUBA NETWORKS INC | 043176106 | COM | 225,000 | $4,028,000 | thousands by filing date | |
| GAP INC COM | 364760108 | Stock | 100,000 | $3,908,000 | thousands by filing date | |
| ARRIS GROUP INC | 04270V106 | COM | 160,000 | $3,894,000 | thousands by filing date | |
| CANADIAN SOLAR INC | 136635109 | COM | 125,000 | $3,728,000 | thousands by filing date | |
| KLA CORP | 482480100 | COM | 50,000 | $3,223,000 | thousands by filing date | |
| LTX-CREDENCE CORP | 502403207 | COM NEW | 350,000 | $2,797,000 | thousands by filing date | |
| MACYS INC COM | 55616P104 | Stock | 50,000 | $2,670,000 | thousands by filing date | |
| AMERICAN RESIDENTIAL PROPERTIES INC | 02927E303 | COM | 150,000 | $2,574,000 | thousands by filing date | |
| ULTRA PETROLEUM CORP | 903914109 | COM | 115,000 | $2,490,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 45,000 | $2,469,000 | thousands by filing date | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 50,000 | $2,452,000 | thousands by filing date | |
| DRESSER-RAND GROUP INC | 261608103 | COM | 40,000 | $2,385,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 75,000 | $2,367,000 | thousands by filing date | |
| TANGOE INC/CT | 87582Y108 | COM | 130,000 | $2,341,000 | thousands by filing date | |
| CAPSTONE TURBINE CORP COM | 14067D102 | COM | 1,749,901 | $2,257,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 100,000 | $2,232,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 70,000 | $2,210,000 | thousands by filing date | |
| SOLAZYME INC | 83415T101 | COM | 200,000 | $2,178,000 | thousands by filing date | |
| SYNCHRONOSS TECHNOLOGIES INC | 87157B103 | COM | 70,000 | $2,175,000 | thousands by filing date | |
| TEREX CORP NEW COM | 880779103 | Stock | 50,000 | $2,100,000 | thousands by filing date | |
| SOUTHWESTERN ENERGY CO | 845467109 | COM | 50,000 | $1,967,000 | thousands by filing date | |
| EOG RES INC COM | 26875P101 | Stock | 10,000 | $1,678,000 | thousands by filing date | |
| SPANSION INC | 84649R200 | COM CL A NEW | 111,000 | $1,542,000 | thousands by filing date | |
| INVESCO MORTGAGE CAPITAL INC | 46131B100 | COM | 100,000 | $1,468,000 | thousands by filing date | |
| TIBCO SOFTWARE INC | 88632Q103 | COM | 50,000 | $1,124,000 | thousands by filing date | |
| MFA FINL INC | 55272X102 | COM | 150,000 | $1,059,000 | thousands by filing date | |
| POTLATCHDELTIC CORPORATION | 737630103 | COM | 25,000 | $1,044,000 | thousands by filing date | |
| LEAPFROG ENTERPRISES INC | 52186N106 | COMMON STOCK | 125,000 | $993,000 | thousands by filing date | |
| HEIDELBERG MATLS AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 427093109 | ADR | 150,000 | $978,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 5,000 | $938,000 | thousands by filing date | |
| AEROPOSTALE INC | 007865108 | COMMON STOCK | 100,000 | $909,000 | thousands by filing date | |
| FOREST OIL CORP | 346091705 | COM PAR $0.01 | 200,000 | $722,000 | thousands by filing date | |
| DYCOM INDS INC COM | 267475101 | Stock | 25,000 | $695,000 | thousands by filing date | |
| COMSTOCK RESOURCES INC | 205768203 | COM | 35,000 | $640,000 | thousands by filing date | |
| TWO HARBORS INVESTMENT CORP | 90187B101 | COMMON STOCK | 50,000 | $464,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 10,000 | $383,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001144204-14-008807 | this filing | 2014-02-14 | acceptance time not in the bulk data set |