Pacific Ridge Capital Partners, LLC

Q1 2014 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
150
Total value ($000)
$145,523
Net value change ($000)
-1,795 (-1.2%)
New positions
8
Sold out positions
2
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
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)
LFCR 1,170 95.0%
Bank of Commerce Holdings 778 NEW
INTEGRATED SILICON SOLUTION 699 29.9%
UCTT 692 24.0%
CCRN 684 NEW
TOWN SPORTS INTERNATIONAL HOLDINGS INC 683 NEW
SYNERGETICS USA INC 573 NEW
PHOTOMEDEX INC 519 23.1%
DATALINK CORP 496 35.2%
ASYS 487 41.0%
Top Reduces (Value $000, Stocks/ETFs)
*PACER INTL INC TENN -2,468 -100.0%
MTRX -1,987 -54.8%
ZALE CORP -1,076 -53.5%
CHRISTOPHER & BANKS CORP -898 -26.2%
DOT HILL SYS CORP -741 -31.7%
BGFV -715 -22.8%
STRL -619 -30.0%
SHYFT GROUP, INC. -589 -27.2%
PACIFIC CONTINENTAL CORP -446 -18.3%
MVC CAPITAL, INC. -403 -48.4%
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