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Piermont Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 8.09%
This Fund
S&P 500
This Quarter Est. Return
+10.22%
1 Year Est. Return
-8.09%
3 Year Est. Return
+33.18%
5 Year Est. Return
+53.13%
10 Year Est. Return
–
AUM
$199M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow %
95.67%
Top 10 Hldgs %
14.69%
Holding
132
New
132
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SMP icon
Standard Motor Products
SMP
+$3.01M
2
ENS icon
EnerSys
ENS
+$2.94M
3
ANDE icon
Andersons Inc
ANDE
+$2.8M
4
MTRX icon
Matrix Service
MTRX
+$2.77M
5
CW icon
Curtiss-Wright
CW
+$2.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 21.53%
2 Industrials 17.54%
3 Real Estate 11.77%
4 Consumer Discretionary 8.94%
5 Technology 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIRT
126
DELISTED
Actuate Corp
BIRT
$168K 0.08%
+21,830
New +$167K
RMBS icon
127
Rambus
RMBS
$11B
$159K 0.08%
+16,740
New +$151K
DHX icon
128
DHI Group
DHX
$173M
$137K 0.07%
+18,880
New +$145K
SGI
129
DELISTED
Silicon Graphics Intl.
SGI
$135K 0.07%
+10,040
New +$136K
ENTG icon
130
Entegris
ENTG
$23.2B
$130K 0.07%
+11,210
New +$118K
AMKR icon
131
Amkor Technology
AMKR
$13.7B
$121K 0.06%
+19,750
New +$105K
SKH
132
DELISTED
SKILLED HEALTHCARE GROUP, INC. CLASS A COM STK
SKH
$102K 0.05%
+21,180
New +$98.5K
2 3 4 5
6

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Piermont Capital Management's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Piermont Capital Management, which disclosed 132 positions worth $199M. Its ten largest holdings account for 15% of the portfolio.

Its largest position is Standard Motor Products: 87,603 shares worth $3.22M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, followed by Industrials and Real Estate.

  • Piermont Capital Management's largest Q4 2013 buy was Standard Motor Products: 87,603 shares worth $3.22M.
  • Piermont Capital Management's ten largest holdings make up 15% of its $199M portfolio in Q4 2013.
  • Piermont Capital Management disclosed 132 positions in Q4 2013, its first 13F filing on record.

Based on Piermont Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.