Stock Taper 
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2015
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Steel Dynamics, Inc. | STLD | 45K | $932K |
 Pilgrim's Pride Corporation | PPC | 40K | $919K |
 ATI Inc. | ATI | 40K | $1.21M |
 Digi International Inc. | DGII | 40K | $382K |
 Valero Energy Corporation | VLO | 38K | $2.38M |
 Monolithic Power Systems, Inc. | MPWR | 35.7K | $1.81M |
 Cal-Maine Foods, Inc. | CALM | 35K | $1.83M |
 Capital One Financial Corporation | COF | 30K | $2.64M |
 NXP Semiconductors N.V. | NXPI | 30K | $2.95M |
 Monro Inc. | MNRO | 30K | $1.86M |
 AeroVironment, Inc. | AVAV | 30K | $782K |
 ArcBest Corp | ARCB | 30K | $954K |
 Pegasystems Inc. | PEGA | 27.5K | $629K |
 Applied Materials, Inc. | AMAT | 25K | $481K |
 Canadian Solar Inc. | CSIQ | 25K | $715K |
 Universal Electronics Inc. | UEIC | 23.39K | $1.17M |
 Apple Inc. | AAPL | 20.33K | $2.55M |
 HEICO Corporation | HEI | 20K | $1.17M |
 Hub Group, Inc. | HUBG | 20K | $807K |
 Builders FirstSource, Inc. | BLDR | 19.9K | $256K |