
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2015
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CVLG | 50K | $1.25M |
![]() | STLD | 45K | $932.00K |
![]() | TBBK | 45K | $418.00K |
![]() | DGII | 40K | $382.00K |
![]() | ATI | 40K | $1.21M |
![]() | PPC | 40K | $919.00K |
![]() | VLO | 38K | $2.38M |
![]() | MPWR | 36K | $1.81M |
![]() | CALM | 35K | $1.83M |
![]() | AVAV | 30K | $782.00K |
![]() | MNRO | 30K | $1.86M |
![]() | ARCB | 30K | $954.00K |
![]() | NXPI | 30K | $2.95M |
![]() | COF | 30K | $2.64M |
![]() | PEGA | 28K | $629.00K |
![]() | CSIQ | 25K | $715.00K |
![]() | AMAT | 25K | $481.00K |
![]() | UEIC | 23K | $1.17M |
![]() | AAPL | 20K | $2.55M |
![]() | HEI | 20K | $1.17M |

Covenant Logistics Group, Inc.
CVLG
Shares Held
50K
Value
$1.25M

Steel Dynamics, Inc.
STLD
Shares Held
45K
Value
$932.00K

The Bancorp, Inc.
TBBK
Shares Held
45K
Value
$418.00K

Digi International Inc.
DGII
Shares Held
40K
Value
$382.00K

ATI Inc.
ATI
Shares Held
40K
Value
$1.21M

Pilgrim's Pride Corporation
PPC
Shares Held
40K
Value
$919.00K

Valero Energy Corporation
VLO
Shares Held
38K
Value
$2.38M

Monolithic Power Systems, Inc.
MPWR
Shares Held
36K
Value
$1.81M

Cal-Maine Foods, Inc.
CALM
Shares Held
35K
Value
$1.83M

AeroVironment, Inc.
AVAV
Shares Held
30K
Value
$782.00K

Monro, Inc.
MNRO
Shares Held
30K
Value
$1.86M

ArcBest Corporation
ARCB
Shares Held
30K
Value
$954.00K

NXP Semiconductors N.V.
NXPI
Shares Held
30K
Value
$2.95M

Capital One Financial Corporation
COF
Shares Held
30K
Value
$2.64M

Pegasystems Inc.
PEGA
Shares Held
28K
Value
$629.00K

Canadian Solar Inc.
CSIQ
Shares Held
25K
Value
$715.00K

Applied Materials, Inc.
AMAT
Shares Held
25K
Value
$481.00K

Universal Electronics Inc.
UEIC
Shares Held
23K
Value
$1.17M

Apple Inc.
AAPL
Shares Held
20K
Value
$2.55M

HEICO Corporation
HEI
Shares Held
20K
Value
$1.17M
