HR

Hood River Capital Management LLC

13F
Hood River Capital Management LLC
Last update 2021-05-17 144 Stocks (43 new)
Value $4.83 Bil Turnover 23 %
Countries:
Top Holdings: FTAI(6.54%)MTZ(2.65%)RMBS(2.64%)FIX(2.24%)FORM(2.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hood River Capital Management ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FTAI 		FTAI Aviation Ltd
3,057,732
315649.670
-8.28%
6.540
-0.41%
2.990
+30.97%
+207.13%
14394.432
Business Services
MTZ 		MasTec Inc
1,194,250
127772.810
+59.77%
2.650
+0.99%
1.510
+11.46%
+61.54%
9690.309
Construction
RMBS 		Rambus Inc
2,165,548
127247.600
+5.71%
2.640
+0.14%
2.010
-34.48%
-39.34%
4457.959
Semiconductors
FIX 		Comfort Systems USA Inc
355,897
108235.400
-25.80%
2.240
-0.88%
1.000
+25.30%
+100.85%
14679.366
Construction
FORM 		FormFactor Inc
1,784,553
108018.990
-14.17%
2.240
-0.30%
2.310
-28.41%
+3.40%
3337.804
Semiconductors
CLH 		Clean Harbors Inc
475,285
107485.700
+5.14%
2.230
+0.11%
0.880
+10.01%
+47.11%
13856.384
Waste Management
COHR 		Coherent Corp
1,435,534
104018.790
+114.18%
2.160
+1.15%
0.940
+33.74%
+124.72%
15104.183
Hardware
KEX 		Kirby Corp
812,283
97254.640
+5.68%
2.020
+0.11%
1.400
-2.91%
+55.24%
7053.957
Transportation
KRYS 		Krystal Biotech Inc
521,093
95693.520
+5.15%
1.980
+0.10%
1.810
-16.62%
+39.25%
4963.099
Biotechnology
ACIW 		ACI Worldwide Inc
2,400,340
95029.460
+44.88%
1.970
+0.61%
2.290
+15.29%
+60.69%
5145.997
Software

Hood River Capital Management LLC's Historical Top Holdings Breakdowns

Hood River Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DKNG 		DraftKings Inc2024-06-30Sold Out
-1.79%
●
35.13 ($41.51) 47.2
$36.60
-11.83%
Sold Out
0
-1,763,944
WAL 		Western Alliance Bancorp2024-06-30Reduce
-1.55%
●
55.28 ($60.48) 64.96
$82.34
36.14%
Reduce -66.14%
555,941
-1,085,719
ATKR 		Atkore Inc2024-06-30Sold Out
-1.43%
●
130.24 ($159.27) 193.58
$85.71
-46.19%
Sold Out
0
-335,678
VRT 		Vertiv Holdings Co2024-06-30Reduce
-1.41%
●
75.01 ($91.04) 106.17
$108.36
19.02%
Reduce -50.52%
757,391
-773,241
MTSI 		MACOM Technology Solutions Holdings Inc2024-06-30Add
+1.20%
●
92.81 ($101.96) 111.47
$115.57
13.35%
Add 280.52%
704,834
519,603
NICE 		NICE Ltd2024-06-30Sold Out
-1.20%
●
161.78 ($205.74) 254.61
$175.50
-14.70%
Sold Out
0
-206,460
ONTO 		Onto Innovation Inc2024-06-30Reduce
-1.17%
●
169.39 ($206.7) 233.63
$201.28
-2.62%
Reduce -43.08%
382,630
-289,600
COHR 		Coherent Corp2024-06-30Add
+1.15%
●
49.26 ($60.12) 73.98
$97.82
62.71%
Add 114.18%
1,435,534
765,303
FLR 		Fluor Corp2024-06-30New Buy
+0.99%
●
38.26 ($41.59) 45.35
$52.83
27.03%
New holding
1,092,064
1,092,064
MTZ 		MasTec Inc2024-06-30Add
+0.99%
●
82.82 ($101.02) 112.25
$122.32
21.08%
Add 59.77%
1,194,250
446,762

Hood River Capital Management LLC Total Holding History ($B)

To

Hood River Capital Management LLC's Asset Allocation

To

Hood River Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hood River Capital Management LLC's Hypothetical Growth since 2024-06-30

Hood River Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hood River Capital Management LLC's Holdings Heat Map

Size field:

Hood River Capital Management LLC's Holdings Bubble Chart

Hood River Capital Management LLC News

  • 1

Discussions on Hood River Capital Management LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.