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Bodri Capital Management, LLC files portfolio update

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...