BMI CAPITAL CORP

13F filer, CIK 318703, NEW YORK, NY

BMI CAPITAL CORP reported $160,203,000 across 86 holdings for the quarter ended 2013-09-30, in a 13F-HR filed 2013-11-15. Its ten largest share positions make up 45.2% of the portfolio.

Filed 2013-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC13F-HR 0000318703-13-000007

Period: 2013-09-30
Reported value: $160M
Holdings: 86
Top 10 weight: 45.2%
New: 2
Sold out: 1

Largest buys vs the previous quarter

Security	Shares change	Approx. value
OGEadded	+17,225	$622K
WHITING PETE CORP NEWnew	+3,900	$233K
CELGENE CORPadded	+300	$46.2K
INGERSOLL-RAND PLCadded	+600	$39K
DU PONT E I DE NEMOURS & COadded	+600	$35.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPROTT PHYSICAL GOLD SILVERreduced	-18,275	-$269K
NEMreduced	-3,150	-$88.5K
MAGAL SECURITY SYS LTDreduced	-24,305	-$84.4K
CAS MED SYS INCreduced	-44,468	-$59.6K
GOLDCORP INC NEWreduced	-2,150	-$55.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2013

Share positions as resolved from 13F-HR 0000318703-13-000007, largest first. % of portfolio is the value over $160,206,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
SPROTT PHYSICAL GOLD SILVERSPROTT PHYSICAL GOLD SILVER	2,102,795	$30.9M	19.29%	-18,275
NEMNEWMONT CORP	354,417	$9.96M	6.22%	-3,150		Timeline
IBMINTERNATIONAL BUSINESS MACHS	31,895	$5.91M	3.69%	-100		Timeline
MAGAL SECURITY SYS LTDMAGAL SECURITY SYS LTD	1,552,478	$5.39M	3.36%	-24,305
GOLDCORP INC NEWGOLDCORP INC NEW	184,991	$4.81M	3%	-2,150
EPREPR PPTYS	69,550	$3.39M	2.12%	-500		Timeline
PALL CORPPALL CORP	40,920	$3.15M	1.97%	0
CELGENE CORPCELGENE CORP	20,270	$3.12M	1.95%	+300
ESSESSEX PPTY TR INC	20,275	$3M	1.87%	-100		Timeline
APDAIR PRODUCTS AND CHEMICALS I	26,055	$2.78M	1.73%	0		Timeline
TXNTEXAS INSTRS INC	68,150	$2.75M	1.71%	0		Timeline
HONHONEYWELL INTL INC	32,095	$2.67M	1.66%	0		Timeline
TKRTIMKEN CO	42,350	$2.56M	1.6%	0		Timeline
DU PONT E I DE NEMOURS & CODU PONT E I DE NEMOURS & CO	42,930	$2.51M	1.57%	+600
CAS MED SYS INCCAS MED SYS INC	1,850,878	$2.48M	1.55%	-44,468
PHPARKER-HANNIFIN CORP	22,062	$2.4M	1.5%	-100		Timeline
NEENEXTERA ENERGY INC	29,020	$2.33M	1.45%	0		Timeline
CATCATERPILLAR INC	27,025	$2.25M	1.41%	0		Timeline
BABOEING CO	19,070	$2.24M	1.4%	0		Timeline
HCP INCHCP INC	52,325	$2.14M	1.34%	0
GENERAL ELEC COGENERAL ELEC CO	85,150	$2.03M	1.27%	0
WELLPOINT INCWELLPOINT INC	24,230	$2.03M	1.26%	0
INGERSOLL-RAND PLCINGERSOLL-RAND PLC	29,375	$1.91M	1.19%	+600
RAYTHEON CORAYTHEON CO	24,530	$1.89M	1.18%	0
CVXCHEVRON CORPORATION	15,350	$1.86M	1.16%	+100		Timeline
COLONIAL PROPERTIES TRUSTCOLONIAL PROPERTIES TRUST	79,875	$1.8M	1.12%	+1,000
BRE PROPERTIES INCBRE PROPERTIES INC	32,975	$1.67M	1.04%	0
HUMHUMANA INC	17,880	$1.67M	1.04%	-100		Timeline
LIBERTY PROPERTY TRUSTLIBERTY PROPERTY TRUST	44,633	$1.59M	0.99%	-100
HARRIS CORP INCHARRIS CORP INC	26,555	$1.57M	0.98%	0
BMYBRISTOL-MYERS SQUIBB CO	32,500	$1.5M	0.94%	+600		Timeline
PLDPROLOGIS INC.	38,550	$1.45M	0.91%	0		Timeline
JOHNSON CONTROLS INT FJOHNSON CONTROLS INT F	34,856	$1.45M	0.9%	0
PROSHARES TRPROSHARES TR	42,491	$1.43M	0.89%	-482
LMTLOCKHEED MARTIN CORP	11,070	$1.41M	0.88%	0		Timeline
VMRKVIVMARK RESIDENTIAL	26,350	$1.41M	0.88%	-300		Timeline
DUKDUKE ENERGY CORP NEW	21,123	$1.41M	0.88%	0		Timeline
TAUBMAN CTRS INCTAUBMAN CTRS INC	20,932	$1.41M	0.88%	-200
TBTPROSHARES TR	18,358	$1.38M	0.86%	-112		Timeline
MTRNMATERION CORP	42,500	$1.36M	0.85%	+500		Timeline
UDRUDR INC	54,223	$1.28M	0.8%	-500		Timeline
GLWCORNING INC	87,900	$1.28M	0.8%	0		Timeline
ALLIANT TECHSYSTEMS INCALLIANT TECHSYSTEMS INC	13,045	$1.27M	0.79%	-100
ELMEELME COMMUNITIES	49,800	$1.26M	0.79%	-1,000		Timeline
OGEOGE ENERGY CORP	34,450	$1.24M	0.78%	+17,225		Timeline
FRFIRST INDL RLTY TR INC	76,000	$1.24M	0.77%	0		Timeline
GATXGATX CORP	25,495	$1.21M	0.76%	+300		Timeline
BRIGGS & STRATTON CORPBRIGGS & STRATTON CORP	58,825	$1.18M	0.74%	0
FEFIRSTENERGY CORP	32,116	$1.17M	0.73%	+200		Timeline
GDGENERAL DYNAMICS CORP	13,360	$1.17M	0.73%	-200		Timeline
MRKMERCK & CO INC	24,305	$1.16M	0.72%	0		Timeline
CYTEC INDS INCCYTEC INDS INC	13,900	$1.13M	0.71%	+200
COPCONOCOPHILLIPS	15,875	$1.1M	0.69%	0		Timeline
DEDEERE & CO	12,500	$1.02M	0.63%	0		Timeline
WELLTOWER INCWELLTOWER INC	16,000	$998K	0.62%	0
DIEBOLD NXDF INCDIEBOLD NXDF INC	33,130	$973K	0.61%	0
AAPLAPPLE INC	2,029	$967K	0.6%	+29		Timeline
SIGMA ALDRICH CORPSIGMA ALDRICH CORP	10,800	$921K	0.57%	+300
JOY GLOBAL INCJOY GLOBAL INC	18,000	$919K	0.57%	0
JNJJOHNSON & JOHNSON	10,450	$906K	0.57%	0		Timeline
DUKE REALTY CORPDUKE REALTY CORP	58,525	$904K	0.56%	0
VZVERIZON COMMUNICATIONS INC	17,964	$838K	0.52%	+200		Timeline
UALUNITED AIRLS HLDGS INC	25,900	$795K	0.5%	-200		Timeline
AMERICAN CAMPUS COMMUNITIESAMERICAN CAMPUS COMMUNITIES	20,725	$708K	0.44%	+200
ROYAL DUTCH SHELL PLC SPN A…ROYAL DUTCH SHELL PLC SPN ADR	10,700	$703K	0.44%	0
FCXFREEPORT MCMORAN INC	20,455	$677K	0.42%	0		Timeline
JBLUJETBLUE AIRWAYS CORP	87,000	$580K	0.36%	0		Timeline
MAAMID-AMER APT CMNTYS INC	7,800	$488K	0.3%	0		Timeline
INTCINTEL CORP	19,100	$438K	0.27%	+1,000		Timeline
DIREXION SHS ETF TRDIREXION SHS ETF TR	13,690	$407K	0.25%	-99
PSXPHILLIPS 66	6,887	$398K	0.25%	-500		Timeline
APARTMENT INVT & MGMT COAPARTMENT INVT & MGMT CO	13,252	$370K	0.23%	0
GLIMCHER RLTY TRGLIMCHER RLTY TR	31,225	$304K	0.19%	0
CENTRAL GOLDTRUSTCENTRAL GOLDTRUST	6,050	$279K	0.17%	0
PROSHARES ULTRASHORT REPROSHARES ULTRASHORT RE	11,578	$254K	0.16%	-197
WHITING PETE CORP NEWWHITING PETE CORP NEW	3,900	$233K	0.15%	new
POST PPTYS INCPOST PPTYS INC	4,500	$203K	0.13%	0
JP Morgan Short Duration Bo…JP Morgan Short Duration Bond	13,083	$143K	0.09%	+28
MNDOMIND C T I LTD	25,000	$42K	0.03%	0		Timeline
HIPCRICKET INC NEW COMHIPCRICKET INC NEW COM	63,000	$29K	0.02%	new
CHAMPIONS ONCOLOGY INC RSTDCHAMPIONS ONCOLOGY INC RSTD	11,000	$19K	0.01%	0
Electronic Control Security…Electronic Control Security In	25,000	$1K	<0.01%	0
Softbrands Inc ACQUIREDSoftbrands Inc ACQUIRED	41,300	$0	0%	0	Value filed as zero, left out of ratios.
MELTRONIX INCMELTRONIX INC	12,000	$0	0%	0	Value filed as zero, left out of ratios.
Encompass Group Affiliates …Encompass Group Affiliates Inc	200,000	$0	0%	0	Value filed as zero, left out of ratios.
Spare Backup IncSpare Backup Inc	45,509	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q3 2013

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
Augme Technologies IncAugme Technologies Inc	63,000	$25K	shares

How Q3 2013 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000318703-13-000007	base		2013-11-15	acceptance time not in the bulk data set	2026-10-07 20:02:22 UTC