Bodri Capital Management, LLC just filed a portfolio update (also known as a 13-F), dated October 12, 2015. The portfolio holdings are as of September 30, 2015.
Bodri Capital Management, LLC reported adding to its positions of:
- United Rentals
- Red Robin Gourmet Burgers
- Men's Wearhouse
- FireEye Inc
- Express
- Colony Bankcorp
Positions in the following companies appear to have been reduced:
- Synchronoss Technologies
- Quanta Services
- MasTec
- Fortinet
- The Finish Line
It would appear as though Bodri Capital...