Quantum Capital Management, LLC / NJ

Q2 2014 13F-HR Holdings

Location
Northfield, NJ
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
48
Total value ($000)
$310,814
Net value change ($000)
-1,156 (-0.4%)
New positions
4
Sold out positions
8
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHO 14,196 51.4%
PROSHARES TRUST 3,397 NEW
DCI 2,817 11.7%
PGR 2,667 10.8%
LKQ 2,099 11.0%
CPRT 1,822 6.5%
SHY 1,703 18.3%
FAF 1,626 111.7%
CASS 1,411 47.1%
GGG 1,387 11.2%
Top Reduces (Value $000, Stocks/ETFs)
FLOT -16,083 -100.0%
TUP -8,102 -36.4%
CHEF -5,515 -100.0%
SEIC -3,969 -17.4%
PROSHARES TRUST -3,734 -100.0%
MICROS SYS INC -1,391 -100.0%
PACIFIC PREMIER BANCORP INC -681 -12.7%
NORDION INC -674 -100.0%
IGIB -588 -3.6%
DUN & BRADSTREET CORP DEL NE -338 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type