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DENALI ADVISORS LLC

Q2 2023 · 13F-HR

DENALI ADVISORS LLCholdings as filed

Filed 2023-07-18 · accession 0001941040-23-000161

$284.8M
Reported value
469
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
783754104RYZRyerson Holding Corporation$5.7M2.02%132,390CommonNONE
025676206AELUSDAmerican Equity Investment$4.8M1.70%92,697CommonNONE
09739D100BCCBoise Cascade LLC$4.8M1.68%52,892CommonNONE
Y1771G102CMRECostamare Inc$4.7M1.65%485,700CommonNONE
55305B101MHOM/I Homes, Inc.$4.7M1.64%53,530CommonNONE
981811102WORWorthington Industries$4.6M1.62%66,383CommonNONE
313148306AGMFarmer Mac$4.6M1.61%31,813CommonNONE
781846209RUSHARush Enterprises Inc$4.5M1.60%74,800CommonNONE
156504300CCSCentury Communities, Inc.$4.5M1.59%58,926CommonNONE
29357K103ENVAEnova International, Inc.$4.5M1.58%84,772CommonNONE
09624H208BXCBluelinx Holdings$4.5M1.57%47,638CommonNONE
397624107GEFGreif Inc cl A$4.3M1.51%62,306CommonNONE
031652100AMKRAmkor Technology Inc$4.2M1.48%142,155CommonNONE
69318G106PBFPBF Energy Inc cl A$4.2M1.48%102,891CommonNONE
G0772R208NTBBank of NT Butterfield LTD$4.1M1.43%148,789CommonNONE
G8766E109TGHEURTextainer Group Hldgs Ltd.$4.0M1.41%102,200CommonNONE
G3198U102ESNTEssent Group$4.0M1.40%85,110CommonNONE
69318J100CNXNPC Connection, Inc.$3.9M1.39%87,512CommonNONE
432748101HTHHilltop Holdings Inc.$3.9M1.38%124,800CommonNONE
457030104IMKTAIngles Markets cl A$3.9M1.37%47,149CommonNONE
384637104GHCGraham Holdings Company$3.9M1.36%6,756CommonNONE
89214P109TOWNTowne Bank$3.8M1.33%162,549CommonNONE
92645B103VCTRVictory Capital Holdings Inc$3.7M1.30%117,518CommonNONE
45781M101INVAInnoviva, Inc.$3.6M1.25%280,731CommonNONE
64031N108NNINelnet Inc$3.5M1.24%36,710CommonNONE
65158N102NMRKNewmark Group$3.4M1.20%548,684CommonNONE
860372101STCStewart Information Services$3.4M1.19%82,100CommonNONE
635017106FIZZNational Beverage Corp$3.3M1.17%68,844CommonNONE
46817M107JXNJackson Financial$3.3M1.15%107,366CommonNONE
018581108BFHBread Financial Holdings$3.3M1.15%104,502CommonNONE
254067101DDSDillards Inc cl A$3.2M1.13%9,900CommonNONE
71363P106PRDOPerdoceo Education Corp$3.2M1.11%257,300CommonNONE
42234Q102HTLFEURHeartland Financial USA$3.1M1.08%110,841CommonNONE
384313508EAFEURGraftech International Ltd$2.8M0.98%551,464CommonNONE
90328M107USNAUSANA Health Sciences, Inc.$2.5M0.89%40,329CommonNONE
43940T109HOPEHope Bancorp$2.4M0.83%279,500CommonNONE
911684108ADUnited States Cellular Corp$2.3M0.82%132,900CommonNONE
505336107LZBLa-Z-Boy Incorporated$2.3M0.81%80,300CommonNONE
07556Q881BZHBeazer Homes USA$2.3M0.80%80,100CommonNONE
389375106GTNGray Television Inc$2.2M0.77%279,827CommonNONE
03940R107ARCH1USDArch Resources Inc$2.1M0.74%18,700CommonNONE
58844R108MBINMerchants Bancorp$2.1M0.73%80,809CommonNONE
700658107PRKPark National Corp OH$2.1M0.72%20,100CommonNONE
00164V103AMCXAMC Networks Inc. cl A$2.0M0.72%170,900CommonNONE
Y2106R110LPGDorian LPG Ltd.$2.0M0.71%78,300CommonNONE
346232101FORForestar Group$2.0M0.70%88,637CommonNONE
635906100NHCNational HealthCare Corp$2.0M0.69%31,900CommonNONE
91388P105ULHUniversal Logistics Holdings,$1.9M0.68%67,331CommonNONE
886029206THRYThryv Holdings$1.9M0.68%78,500CommonNONE
800363103SD2Sandy Spring Bancorp Inc.$1.8M0.65%81,500CommonNONE
294268107PLUSePlus Inc.$1.8M0.64%32,426CommonNONE
50105F105KROKronos Worldwide Inc.$1.7M0.61%199,200CommonNONE
336901103SRCE1st Source Corporation$1.7M0.60%40,900CommonNONE
760281204RBCAARepublic Bancorp KY$1.7M0.60%39,900CommonNONE
479167108JOUTJohnson Outdoors Inc.$1.6M0.56%25,900CommonNONE
G35947202FLNGFlex LNG Ltd$1.6M0.55%51,000CommonNONE
81619Q105SEMSelect Medical Holdings Corp$1.5M0.53%47,572CommonNONE
G3075P101ESGRUSDEnstar Group Limited$1.5M0.51%6,000CommonNONE
29249E109ACTEnact Holdings Inc$1.4M0.50%56,166CommonNONE
43114Q105HPKHighpeak Energy$1.4M0.49%129,082CommonNONE
118440106BKEBuckle Inc.$1.3M0.46%38,018CommonNONE
15643U104LEUCentrus Energy$1.3M0.46%40,025CommonNONE
948849104WMKWeis Markets Inc.$1.3M0.44%19,600CommonNONE
084670702BRK/BBerkshire Hathaway cl B$1.2M0.42%3,500CommonSOLE
23204G100CUBICustomers Bancorp Inc$1.1M0.40%38,000CommonNONE
04914Y102ATLCAtlanticus Holdings$1.1M0.40%26,933CommonNONE
36162J106GEOGeo Group Inc$1.1M0.40%158,000CommonNONE
683797104OPYOppenheimer Holdings$1.1M0.39%27,700CommonNONE
320817109FRMEFirst Merchants Corp$1.1M0.39%39,100CommonNONE
928377100VSTOEURVista Outdoor$1.1M0.38%39,200CommonNONE
740367404PFBCPreferred Bank Los Angeles CA$1.1M0.38%19,700CommonNONE
57686G105MATXMatson Inc.$1.1M0.37%13,608CommonNONE
014752109ALXAlexanders Inc.$1.0M0.37%5,700CommonNONE
46625H100JPMJPMorgan Chase & Co.$1.0M0.36%7,100CommonSOLE
37892E102GICGlobal Industrial Co.$1.0M0.36%37,022CommonNONE
268158201DVAXDynavax Technologies Corporation$998,7160.35%77,300CommonNONE
638517102NWLIEURNational Western Life Group A$997,3440.35%2,400CommonNONE
89854H102TTECTTEC Holdings Inc.$961,0560.34%28,400CommonNONE
703343103PATKPatrick Industries Inc.$944,0000.33%11,800CommonNONE
404609109HCKTHackett Group Inc$898,4700.32%40,200CommonNONE
419596101HVTHaverty Furniture$888,4680.31%29,400CommonNONE
70932M107PFSIPennyMac Financial Service Inc$885,9060.31%12,600CommonNONE
060505104BACBank of America Corp$843,4860.30%29,400CommonSOLE
254709108DFSEURDiscover Financial Services$832,3230.29%7,123CommonSOLE
23331A109DHID.R. Horton Inc.$830,5340.29%6,825CommonSOLE
26154D100DFHDream Finders Homes Inc$826,0520.29%33,593CommonNONE
02079K305GOOGLAlphabet Inc. Class A$825,9300.29%6,900CommonSOLE
763165107RELLRichardson Electronics$823,3500.29%49,900CommonNONE
001055102AFLAFLAC INC COM$819,6610.29%11,743CommonSOLE
096308101BBX1USDBluegreen Vacations Holding Corp$805,6900.28%22,600CommonNONE
N53745100LYBLyondellBasell Industries cl A$801,5840.28%8,729CommonSOLE
526057104LENLennar Corp cl A$791,9590.28%6,320CommonSOLE
40434L105HPQHP Inc.$791,6120.28%25,777CommonSOLE
372284208GNEGenie Energy$773,4580.27%54,700CommonNONE
911922102USLMUnited States Lime & Minerals$772,8930.27%3,700CommonNONE
92343V104VZVerizon Communications, Inc.$758,6760.27%20,400CommonSOLE
817070501SENEASeneca Foods cl A$745,1040.26%22,800CommonNONE
24703L202DELLDell Inc.$743,4710.26%13,740CommonSOLE
461147100INTTIntest Corp$737,9060.26%28,100CommonNONE
98986M103ZYXIQZynex Inc$732,5420.26%76,386CommonNONE
064058100BKBank of New York Mellon Corp.$728,3920.26%16,361CommonSOLE
717081103PFEPfizer Inc.$726,2640.26%19,800CommonSOLE
44952J104CRGYCrescent Energy$702,3080.25%67,400CommonNONE
740444104PLPCPreformed Line Products$686,8400.24%4,400CommonNONE
84265V105SCCOSouthern Copper Corp.$681,5300.24%9,500CommonSOLE
29082K105EMBCEmbecta Corp$680,9620.24%31,526CommonNONE
720190206PDMPiedmont Office Realty Trust,$677,7090.24%93,220CommonNONE
38141G104GSGoldman Sachs Group Inc$677,3340.24%2,100CommonSOLE
833034101SNASnap-On Inc.$665,4310.23%2,309CommonSOLE
68162K106ZEUSOlympic Steel Inc.$661,5000.23%13,500CommonNONE
52472M101LEGHLegacy Housing Corporation$660,9150.23%28,500CommonNONE
G02602103DOXAmdocs Limited$653,3000.23%6,609CommonSOLE
06652V208BANRBanner Corp.$650,6830.23%14,900CommonNONE
927107409VLGEAVillage Super Market$648,0880.23%28,400CommonNONE
693718108PCARPaccar Inc.$644,1050.23%7,700CommonSOLE
749360400RCMTR C M Technologies$642,1600.23%34,900CommonNONE
115637209BF/BBrown-Forman cl B$635,6120.22%9,518CommonSOLE
436440101HO1Hologic Inc.$632,8620.22%7,816CommonSOLE
444144109HDSNHudson Technologies$626,9740.22%65,174CommonNONE
369550108GDGeneral Dynamics Corp.$623,9350.22%2,900CommonSOLE
568427108MPXMarine Products Corp$618,7620.22%36,700CommonNONE
458140100INTCIntel Corporation$608,6080.21%18,200CommonSOLE
320209109FFBCFirst Financial Bancorp OH$606,9040.21%29,692CommonNONE
74834L100DGXQuest Diagnostics Inc.$605,3920.21%4,307CommonSOLE
81684M104SMLRSemler Scientific Inc$600,8960.21%22,900CommonNONE
18270D106CMTGClaros Mortgage Trust$599,8860.21%52,900CommonNONE
670346105NUENucor Corporation$592,2960.21%3,612CommonSOLE
984241109YMABUSDY-Mabs Therapeutics$583,2610.20%85,900CommonNONE
56854Q200MRNS*Marinus Pharmaceuticals$571,2360.20%52,600CommonNONE
31620R303FNFFidelity National Fin Inc.$564,3000.20%15,675CommonSOLE
962166104WYWeyerhaeuser Co$562,2980.20%16,780CommonSOLE
210502100CPSSConsumer Portfolio Services$540,3210.19%46,300CommonNONE
693149106PAMTP.A.M. Transportation$535,4000.19%20,000CommonNONE
G4690M101IBEXIbex Ltd$524,3810.18%24,700CommonNONE
440452100HRLHormel Foods Corp$516,4650.18%12,841CommonSOLE
960413102WLKWestlake Corporation$516,3490.18%4,322CommonSOLE
87162W100SNXTD Synnex Corporation$515,4020.18%5,483CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$502,3180.18%6,711CommonSOLE
394357107GCBCGreene County Bancorp$500,6400.18%16,800CommonNONE
14448C104CARRCarrier Global Corporation$493,4210.17%9,926CommonSOLE
591774104MCBMetropolitan Bank Holding Corp$493,1660.17%14,200CommonNONE
165167735EXEChesapeake Energy Corp$484,9260.17%5,795CommonSOLE
14040H105COFCapital One Financial Corp.$470,2910.17%4,300CommonSOLE
150870103CECelanese Corporation$465,1690.16%4,017CommonSOLE
04208T108AHRTArmada Hoffler Properties Inc.$461,3600.16%39,500CommonNONE
57637H103MCFTMasterCraft Boat Holdings$450,5550.16%14,700CommonNONE
37045V100GMGeneral Motors Company$447,2960.16%11,600CommonSOLE
G16962105BGUSDBunge Limited$445,0490.16%4,717CommonSOLE
745867101PHMPulteGroup, Inc.$444,3300.16%5,720CommonSOLE
70959W103PAGPenske Automotive Group, Inc.$441,7360.16%2,651CommonSOLE
35137L105FOXATwenty-First Century Fox Inc.$437,0360.15%12,854CommonSOLE
05351W103AGREURAvangrid Inc.$434,5260.15%11,532CommonSOLE
853666105SMPStandard Motor Products$427,7280.15%11,400CommonNONE
811292200SCYXScynexis$426,8650.15%144,700CommonNONE
92835K103VPGVishay Precision Group Inc$419,7950.15%11,300CommonNONE
63888U108NGVCNatural Grocers By Vitamin Cottage Inc$415,6140.15%33,900CommonNONE
269796108EGRXEagle Pharmaceuticals Inc$412,1280.14%21,200CommonNONE
53635B107LQDTLiquidity Services, Inc.$410,8500.14%24,900CommonNONE
172967424CCitigroup Inc.$409,7560.14%8,900CommonSOLE
811054402SSPE.W. Scripps Cl A$398,0250.14%43,500CommonNONE
682680103OKEONEOK, Inc.$395,9340.14%6,415CommonSOLE
23753F107DSKEUSDDaseke$395,7150.14%55,500CommonNONE
127097103CTRACoterra Energy Inc$395,2870.14%15,624CommonSOLE
039483102ADMArcher Daniels Midland$392,9120.14%5,200CommonSOLE
23335Q100DLHCDLH Holdings$391,5500.14%38,200CommonNONE
459044103IBOCInternational Bancshares$388,9600.14%8,800CommonNONE
30263Y104FSBWFS Bancorp Inc.$387,9030.14%12,900CommonNONE
404111106HBTHBT Financial Inc$387,2400.14%21,000CommonNONE
75025X100RLGTRadiant Logistics$383,0400.13%57,000CommonNONE
902494103TSNTyson Foods$378,7680.13%7,421CommonSOLE
677864100ODCOil-Dri Corp. of Amer$371,6370.13%6,300CommonNONE
00108J109ACMRACM Research Inc$370,1640.13%28,300CommonNONE
40412C101HCAHCA Holdings, Inc.$364,1760.13%1,200CommonSOLE
433323102HIFSHingham Institution for Saving$362,4060.13%1,700CommonNONE
80706P103SRRKScholar Rock Holdings$359,6580.13%47,700CommonNONE
026874784AIGAmerican Intl Group, Inc.$350,9940.12%6,100CommonSOLE
88338K103STKSThe ONE Group Hospitality Inc$346,2360.12%47,300CommonNONE
917286205WXBUrstadt Biddle Prop cl A$335,9080.12%15,800CommonNONE
416515104HIGHartford Financial Services$332,3720.12%4,615CommonSOLE
629445206NVECNve Corporation$331,2960.12%3,400CommonNONE
452521107IMMRImmersion$330,6360.12%46,700CommonNONE
74460D109PSAPublic Storage, Inc.$321,0680.11%1,100CommonSOLE
76665T102REPXRily Exploration Permian$317,9080.11%8,900CommonNONE
92343E102VRSNVeriSign Inc$316,3580.11%1,400CommonSOLE
172062101CINFCincinnati Financial Corp$312,9810.11%3,216CommonSOLE
75902K106RMRegional Management Corp.$305,0000.11%10,000CommonNONE
45816D10035YCorecard Corporation$301,7840.11%11,900CommonNONE
320557101INBKFirst Internet Bancorp$299,9700.11%20,200CommonNONE
87990A106TNYATenaya Therapeutics$299,9570.11%51,100CommonNONE
403949100DINOHF Sinclair Corp$299,8240.11%6,721CommonSOLE
828359109SAMGSilvercrest Asset Mgmt Grp$291,6000.10%14,400CommonNONE
46266A109IRMDIradimed Corp.$281,6660.10%5,900CommonNONE
91359E105UHTUniversal Health Realty Income Trust$266,4480.09%5,600CommonNONE
483497103KALVKalvista Pharmaceuticals$262,8000.09%29,200CommonNONE
218683100CMTCORE Molding Tech$261,6250.09%11,500CommonNONE
630402105NSSCNapco Security Technologies$259,8750.09%7,500CommonNONE
675234108OCFCOceanFirst Financial$259,2920.09%16,600CommonNONE
09062X103BIIBBiogen Inc.$256,3650.09%900CommonSOLE
43689E107HBCPHome Bancorp, Inc.$252,3960.09%7,600CommonNONE
50216C108LYTSLSI Industries$248,6880.09%19,800CommonNONE
12634H200PMTSCPI Card Group Inc$244,1250.09%10,500CommonNONE
04546C205Assertio Holdings$231,4340.08%42,700CommonNONE
302130109EXPDExpeditors International of WA$230,1470.08%1,900CommonSOLE
76122Q105RGPResources Connection$227,7950.08%14,500CommonNONE
344437405FONRFonar Corporation$225,7200.08%13,200CommonNONE
54738L109LOVELovesac Company$223,6850.08%8,300CommonNONE
629209305NMIHNMI Holdings$222,0520.08%8,600CommonSOLE
74365A309PLXProtalix Biotherapeutics$220,4000.08%110,200CommonNONE
91705J204Urban One Inc$210,0000.07%35,000CommonNONE
25065K104DXLGDestination XL Group$208,2500.07%42,500CommonNONE
5168062058LP1Vital Energy$207,6900.07%4,600CommonNONE
48251K100KREFKKR Real Estate Finance$205,6730.07%16,900CommonNONE
29337E102ELVNEnliven Therapeutics$202,0590.07%9,900CommonNONE
14888U101CPRXCatalyst Pharmaceuticals Inc$200,2560.07%14,900CommonNONE
M96088105URGNUrogen Pharma$196,6500.07%19,000CommonNONE
210751103TCSUSDContainers Store Group$194,3660.07%61,900CommonNONE
293389102EBFEnnis Inc$193,6100.07%9,500CommonNONE
44951W106IESCIES Holdings$193,3920.07%3,400CommonNONE
45774W108IIINInsteel Industries Inc$192,9440.07%6,200CommonNONE
69353Y103PMVPPMV Pharmaceuticals$190,9300.07%30,500CommonNONE
03076K108ABCBAmeris Bancorp$186,0000.07%5,437CommonNONE
26929N102EVIEvi Industries$184,8000.06%8,400CommonNONE
92686J106VKTXViking Therapeutics Inc$184,7940.06%11,400CommonNONE
774515100RCKYRocky Brands Inc$182,7000.06%8,700CommonNONE
57633B100MHHMastech Digital$179,8160.06%18,200CommonNONE
40701T104HBBHamilton Beach Brands$177,7440.06%18,400CommonNONE
604749101MIRMMirum Pharmaceuticals$175,9160.06%6,800CommonNONE
92915B106VYGRVoyager Therapeutics$175,1850.06%15,300CommonNONE
632347100NATHNathan's Famous Inc$172,7880.06%2,200CommonNONE
94188P101WSBFWaterstone Financial, Inc (MD)$172,4310.06%11,900CommonNONE
89421Q205TZOOTravelzoo$171,2130.06%21,700CommonNONE
861896108SNEXStonex Group$167,7390.06%2,019CommonNONE
3621LQ109GTHXEURG1 Therapeutics$167,0790.06%67,100CommonNONE
282559103ETNBGBP89 Bio Inc$166,7600.06%8,800CommonNONE
392709101GRBKGreen Brick Partners Inc$159,0400.06%2,800CommonNONE
264147109DCODucommun$156,8520.06%3,600CommonNONE
205306103TBRGComputer Programs & Systems$155,5470.05%6,300CommonNONE
88369M101Theseus Pharmaceuticals$153,9450.05%16,500CommonNONE
501044101KRKroger Company$151,1990.05%3,217CommonSOLE
45790W108Inozyme Pharma$148,7190.05%26,700CommonNONE
217204106CPRTCopart, Inc. (DE)$145,9360.05%1,600CommonSOLE
60770K107MRNAModerna Inc$145,8000.05%1,200CommonSOLE
88677Q109TTS1EURTileshop Holdings$145,7020.05%26,300CommonNONE
346563109FORRForrester Research$142,5410.05%4,900CommonNONE
278715206Ebix Inc$141,1200.05%5,600CommonNONE
448947507IDTIDT Corporation Cl B$139,5900.05%5,400CommonNONE
520776105DSGRDistribution Solutions Group$135,3560.05%2,600CommonNONE
422819102HSIHeidrick & Struggles$134,9970.05%5,100CommonNONE
055645303BRTBRT Apartments Corp$132,6600.05%6,700CommonNONE
27032D304Earthstone Energy$130,0390.05%9,100CommonNONE
376536108GOODGladstone Commercial$124,9370.04%10,100CommonNONE
29402E102ELAEnvela Corp$123,6480.04%16,800CommonNONE
81728J109SRTSSensus Healthcare$123,1650.04%39,100CommonNONE
30233G209EYPTEyepoint Pharmaceuticals$120,9300.04%13,900CommonNONE
966084204WSRWhitestone REIT$119,3100.04%12,300CommonNONE
88262P102TPLTexas Pacific Land Trust$118,4850.04%90CommonSOLE
124411109BYByline Bancorp Inc.$115,7760.04%6,400CommonNONE
M47364100Gamida Cell LTD$114,4490.04%59,300CommonNONE
155685100CVCYUSDCentral Valley Community Bancorp$114,3300.04%7,400CommonNONE
92663R105VMDViemed Healthcare$110,5140.04%11,300CommonNONE
22766M109Crossfirst Bancshares$107,0000.04%10,700CommonNONE
666762109NRIMNorthrim Bancorp$106,1910.04%2,700CommonNONE
42726M106Heritage-Crystal Cleaning$105,8120.04%2,800CommonNONE
83946P107SPFISouth Plains Financial$105,7970.04%4,700CommonNONE
550550107LBCUSDLuther Burbank Corporation$104,3640.04%11,700CommonNONE
416906105HBIOUSDHarvard Bioscience$99,9180.04%18,200CommonNONE
108621103BWBBridgewater Bancshares Inc$98,5000.03%10,000CommonNONE
50127T109KURAKura Oncology$95,2200.03%9,000CommonNONE
320866106FMBHFirst Mid-Illinois Bancshares$91,7320.03%3,800CommonNONE
74052F108Premier Financial$89,7120.03%5,600CommonNONE
597742105MSBIMidland States Bancorp Inc$89,5950.03%4,500CommonNONE
718546104PSXPhillips 66$85,8420.03%900CommonSOLE
864159108RGRSturm Ruger & Co. Inc.$80,0230.03%1,511CommonSOLE
639027101NATRNature's Sunshine Products$79,1700.03%5,800CommonNONE
29382R107EVCEntravision Communications$78,1420.03%17,800CommonNONE
30234E104EYENGBPEyenovia$74,6550.03%31,500CommonNONE
006351308AEUSDAdams Resources & Energy$73,8150.03%2,100CommonNONE
74251V102PFGPrincipal Financial Group, Inc.$70,2280.02%926CommonSOLE
126117100CNACNA Financial Corp.$67,5460.02%1,749CommonSOLE
04683R106AVIRAtea Pharmaceuticals$67,3200.02%18,000CommonNONE
51509F105LELands' End, Inc.$66,7360.02%8,600CommonNONE
920437100VALUValue Line Inc.$63,3420.02%1,380CommonNONE
G9087Q102TROXTronox Holdings$62,2790.02%4,900CommonSOLE
395259104Greenhill & Co Inc.$60,0650.02%4,100CommonNONE
294375209EPSNEpsilon Energy$59,8080.02%11,200CommonNONE
37148K100GBIOGBXGeneration Bio$58,3000.02%10,600CommonNONE
918905209VHIValhi Inc.$57,8250.02%4,500CommonNONE
05561Q201BOKFBOK Financial Corp.$55,6570.02%689CommonSOLE
759509102RSReliance Steel & Aluminum$55,4040.02%204CommonSOLE
494368103KMBKimberly-Clark Corp.$55,2240.02%400CommonSOLE
629579103NCNACCO Industries cl A$51,9900.02%1,500CommonNONE
49428J109KEKimball Electronics, Inc.$49,7340.02%1,800CommonNONE
546347105LPXLouisiana-Pacific Corp$48,8870.02%652CommonSOLE
042735100ARWArrow Electronics Inc$44,4010.02%310CommonSOLE
4525EP101VTLUSDImmunic Inc$42,6700.01%17,000CommonNONE
87165B103SYFSynchrony Financial$42,4680.01%1,252CommonSOLE
00810F106ASLEAersale Corp$41,1600.01%2,800CommonNONE
12621E103CNOCNO Financial Group, Inc.$40,2390.01%1,700CommonSOLE
680223104ORIOld Republic Int'l Corp$40,0450.01%1,591CommonSOLE
68622V106OGNOrganon & Co$39,7470.01%1,910CommonSOLE
216648402Cooper Companies, Inc.$38,7260.01%101CommonSOLE
942622200WSOWatsco Inc.$38,1470.01%100CommonSOLE
857477103STTState Street Corporation$37,6880.01%515CommonSOLE
887389104TKRTimken Company$37,5270.01%410CommonSOLE
12514G108CDWCDW Corporation$36,7000.01%200CommonSOLE
90353W103UIUbiquiti Inc.$36,2050.01%206CommonSOLE
928881101VNTVontier Corp$34,1750.01%1,061CommonSOLE
65336K103NXSTNexstar Media Group, Inc. Cl A$34,1430.01%205CommonSOLE
88162G103TTEKTetra Tech, Inc.$34,0580.01%208CommonSOLE
80689H102SNDRSchneider National Inc.$32,4250.01%1,129CommonSOLE
74930B105RBBRBB Bancorp$32,2380.01%2,700CommonNONE
48020Q107JLLJones Lang LaSalle Incorporated$31,1600.01%200CommonSOLE
23918K108DVADaVita HealthCare Partners Inc$30,7440.01%306CommonSOLE
02005N100ALLYAlly Financial Inc.$30,3860.01%1,125CommonSOLE
26818M108DYNDyne Therapeutics$30,3750.01%2,700CommonNONE
553530106MSMMSC Industrial Direct Co.$28,5840.01%300CommonSOLE
858119100STLDSteel Dynamics Inc.$28,2130.01%259CommonSOLE
68268W103OMFOnemain Holdings Inc$28,0050.01%641CommonSOLE
25470M109DISHDISH Network Corp cl A$27,9090.01%4,235CommonSOLE
761330109RVNCEURRevance Therapeutics$27,8410.01%1,100CommonNONE
47233W109JEFJefferies Financial Group Inc.$27,3650.01%825CommonSOLE
24984K105DMTKQDermtech Inc$27,3000.01%10,500CommonNONE
14316J108CGCarlyle Finance LLC$26,8060.01%839CommonSOLE
023586100UHALAmerco$26,7200.01%483CommonSOLE
219798105QDELQuidelortho Corp$26,5150.01%320CommonSOLE
25659T107DLBDolby Laboratories Inc.$25,9410.01%310CommonSOLE
55003T107Lumber Liquidators Holdings$25,2780.01%6,600CommonNONE
172755100CRUSCirrus Logic Inc.$24,9510.01%308CommonSOLE
101121101BXPBoston Properties, Inc.$23,6690.01%411CommonSOLE
72815L107PLTKPlaytika Holding Corp$23,3970.01%2,017CommonSOLE
556099109MGNXMacrogenics Inc$23,0050.01%4,300CommonNONE
431284108HIWHighwoods Properties$22,4990.01%941CommonSOLE
319383204BUSEFirst Busey Corporation$22,1100.01%1,100CommonSOLE
019818103Allovir Inc$22,1000.01%6,500CommonNONE
09077B104BCABGBPBioatla$21,9000.01%7,300CommonNONE
146229109CRICarters Inc$21,7800.01%300CommonSOLE
885160101THOThor Industries Inc.$21,7350.01%210CommonSOLE
H2906T109GRMNGarmin Ltd$21,5880.01%207CommonSOLE
05329W102ANAutoNation Inc.$20,7410.01%126CommonSOLE
76129W105RVPRetractable Technologies Inc$20,2400.01%17,600CommonNONE
929033108Vor BioPharma Inc$20,0850.01%6,500CommonNONE
48563L101KRTKarat Packaging$20,0750.01%1,100CommonNONE
302941109FCNFTI Consulting, Inc.$19,5910.01%103CommonSOLE
78442P106SLMSLM Corp$19,5510.01%1,198CommonSOLE
231561101CWCurtiss-Wright Corp.$19,4680.01%106CommonSOLE
200340107CMAComerica, Inc.$18,8930.01%446CommonSOLE
525327102LDOSLeidos Holdings, Inc.$18,4040.01%208CommonSOLE
553498106MSAMSA Safety Incorporated$17,9180.01%103CommonSOLE
20602D101CNXCConcentrix Corp.$17,3610.01%215CommonSOLE
086516101BBYBest Buy Inc.$16,3900.01%200CommonSOLE
72147K108PPCPilgrims Pride Corp$16,3320.01%760CommonSOLE
770323103RHIRobert Half International Inc.$15,8710.01%211CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$15,8370.01%300CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$14,9260.01%308CommonSOLE
665859104NTRSNorthern Trust Corp.$14,8280.01%200CommonSOLE
959802109WUWestern Union$12,9030.00%1,100CommonSOLE
733174700BPOPPopular Inc.$12,8910.00%213CommonSOLE
21874C102CNMCore & Main Inc$8,0860.00%258CommonSOLE
651587107NEUNewMarket Corporation$6,8360.00%17CommonSOLE
31847R102FAFFirst American Financial Corp$6,3290.00%111CommonSOLE
043436104ABGAsbury Automotive Group$6,2510.00%26CommonSOLE
76171L106REYNReynolds Consumer Product$6,1870.00%219CommonSOLE
87724P106TMHCTaylor Morrison Home Corporation$6,1450.00%126CommonSOLE
552676108MDC1USDMDC Holdings Inc$5,5660.00%119CommonSOLE
90278Q108UFPIUFP Industries$5,5320.00%57CommonSOLE
68404L201OPCHOption Care Health$5,1660.00%159CommonSOLE
01973R101ALSNAllison Transmission Holdings$5,0250.00%89CommonSOLE
552848103MTGMGIC Investment Corp.$4,9110.00%311CommonSOLE
86800U104SMCIUSDSuper Miccro Computer$4,7360.00%19CommonSOLE
001744101AMNAMN Healthcare Services$4,6920.00%43CommonSOLE
227483104CCRNCross Country Healthcare Inc$4,6050.00%164CommonSOLE
008252108AMGAffiliated Managers Group$4,4970.00%30CommonSOLE
703395103PDCOEURPatterson Companies Inc$4,4900.00%135CommonSOLE
29084Q100EMEEMCOR Group Inc.$4,4350.00%24CommonSOLE
29358P101ENSGEnsign Group$4,3910.00%46CommonSOLE
G54050102LAZLazard LTD.$4,2880.00%134CommonSOLE
45765U103NSITInsight Enterprises, Inc.$3,9510.00%27CommonSOLE
32051X108FHBFirst Hawaiian, Inc$3,9440.00%219CommonSOLE
G9078F107Triton International Ltd$3,9130.00%47CommonSOLE
928254101VIRTVirtu Financial$3,7940.00%222CommonSOLE
923454102Veritiv$3,7680.00%30CommonSOLE
860630102SFStifel Financial Corp$3,7590.00%63CommonSOLE
343412102FLRFluor Corporation$3,6110.00%122CommonSOLE
59001A102MTHMeritage Homes Corp$3,4140.00%24CommonSOLE
729132100PLXSPlexus Corp.$3,3400.00%34CommonSOLE
690732102ACHOwens & Minor Inc.$3,1990.00%168CommonSOLE
20337X109VISNCommscope Holding$3,1470.00%559CommonSOLE
077454106BDCBelden Inc.$3,0610.00%32CommonSOLE
G3323L100FNFabrinet$2,9870.00%23CommonSOLE
87901J105TGNATEGNA Inc.$2,8260.00%174CommonSOLE
073685109BECNUSDBeacon Roofing Supply$2,8210.00%34CommonSOLE
72346Q104Pinnacle Financial Partners$2,7190.00%48CommonSOLE
053807103AVTAvnet Inc.$2,6740.00%53CommonSOLE
292562105WIREEUREncore Wire Corporation$2,6030.00%14CommonSOLE
743606105PBProsperity Bancshares Inc.$2,5980.00%46CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$2,5810.00%10CommonSOLE
419870100HEHawaiian Electric Industries$2,5700.00%71CommonSOLE
G39108108GTESGates Industrial Corp$2,5610.00%190CommonSOLE
36251C103GMS1EURGMS Inc$2,5600.00%37CommonSOLE
86881A100SGRYSurgery Partners$2,5190.00%56CommonSOLE
45778Q107NSPInsperity$2,4980.00%21CommonSOLE
626755102MUSAMurphy USA, Inc.$2,4890.00%8CommonSOLE
201723103CMCCommercial Metals Co$2,3170.00%44CommonSOLE
750236101RDNRadian Group, Inc.$2,2750.00%90CommonSOLE
421298100HAYWHayward Holdings Inc$2,1460.00%167CommonSOLE
48666K109KBHKB Home$2,1200.00%41CommonSOLE
12662P108CVICVR Energy, Inc.$2,0970.00%70CommonSOLE
03937C105ARCBArcbest Corp$2,0750.00%21CommonSOLE
90385V107UCTTUltra Clean Holdings, Inc.$2,0380.00%53CommonSOLE
13781Y103Cano Health$2,0250.00%1,457CommonSOLE
24665A103DKDelek US Energy, Inc.$2,0120.00%84CommonSOLE
02156K103OPTUAltice USA$1,9810.00%656CommonSOLE
185899101CLFCleveland-Cliffs Inc.$1,9610.00%117CommonSOLE
912909108USX1United States Steel Corp$1,9510.00%78CommonSOLE
191098102COKECoca-Cola Bottling Cl A$1,9080.00%3CommonSOLE
85208M102SFMSprouts Farmers Market$1,8730.00%51CommonSOLE
441593100HLIHoulihan Lokey, Inc.$1,8680.00%19CommonSOLE
254543101DIODDiodes Inc.$1,8500.00%20CommonSOLE
053774105CARAvis Budget Group, Inc.$1,8290.00%8CommonSOLE
67098H104OIO-I Glass$1,6640.00%78CommonSOLE
69888T207PARRPar Pacific Holding$1,6500.00%62CommonSOLE
33768G107FCFSFirst Cash Fncl Svcs Inc.$1,5870.00%17CommonSOLE
77634L105RCM1USDR1 RCM Inc$1,5870.00%86CommonSOLE
13462K109CWHCamping World Holdings, Inc.$1,5650.00%52CommonSOLE
041242108ARKOArko Corp$1,5110.00%190CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corporation$1,5040.00%33CommonSOLE
F21107101CSTMConstellium$1,4790.00%86CommonSOLE
74319R101PRGProg Holdings$1,4450.00%45CommonSOLE
34417P100Focus Financial Partner$1,4180.00%27CommonSOLE
29605J106ESABESAB Corporation$1,3970.00%21CommonSOLE
570535104MKLMarkel Corp$1,3830.00%1CommonSOLE
G48833118WFRDWeatherford International Public Ltd$1,3280.00%20CommonSOLE
957638109WALWestern Alliance Bancorp$1,3130.00%36CommonSOLE
198516106COLMColumbia Sportswear Co.$1,3130.00%17CommonSOLE
60783X104MODVQModivcare$1,2660.00%28CommonSOLE
23345M107DTMDT Midstream Inc$1,2390.00%25CommonSOLE
03743Q108APAAPA Corporation$1,2300.00%36CommonSOLE
128030202CALMCal-Maine Foods Inc.$1,1700.00%26CommonSOLE
911163103UNFIUnited Natural Foods Inc.$1,1530.00%59CommonSOLE
56600D107MRVIMaravai Lifesciences Holdings$1,1310.00%91CommonSOLE
624756102MLIMueller Industries, Inc.$1,0470.00%12CommonSOLE
03168L105AMRXAmneal Pharamceuticals$1,0450.00%337CommonSOLE
679369108OLPXOlaplex Holdings$1,0380.00%279CommonSOLE
G4412G101HLFHerbalife Ltd$9930.00%75CommonSOLE
10948W103AAMIBrightsphere Investment Group$9640.00%46CommonSOLE
73757R102PSTLPostal Realty Trust Inc$9410.00%64CommonSOLE
G8192H106SPNTSiriuspoint$9300.00%103CommonSOLE
03750L109AIRCUSDApartment Income REIT$8660.00%24CommonSOLE
749607107RLIRLI Corporation$8190.00%6CommonSOLE
224408104CRCrane Company$8020.00%9CommonSOLE
515098101LSTRLandstar System Inc.$7700.00%4CommonSOLE
55306N104MKSIMKS Instruments Inc.$7570.00%7CommonSOLE
85256A109STGWStagwell$7430.00%103CommonSOLE
46333X108IRWDIronwood Pharmaceuticals$7240.00%68CommonSOLE
18539C204CWENClearway Energy Inc$7140.00%25CommonSOLE
024061103DCHAmerican Axle & Manufacturing$7030.00%85CommonSOLE
G2717B108Cushman & Wakefield$6790.00%83CommonSOLE
85571B105STWDStarwood Property Trust, Inc.$6210.00%32CommonSOLE
17243V102CNKCinemark Holdings Inc$5940.00%36CommonSOLE
968223206WLYJohn Wiley & Sons$5440.00%16CommonSOLE
830566105SKAASkechers U.S.A. Inc.$5270.00%10CommonSOLE
184496107CLHClean Harbors, Inc.$4930.00%3CommonSOLE
87161C501SYU1Synovus Financial Corp$4840.00%16CommonSOLE
141788109CARGCarGurus Inc$4530.00%20CommonSOLE
737630103PCHPotlatch Corporation$4230.00%8CommonSOLE
035710839NLYAnnaly Capital Mgmt.$4200.00%21CommonSOLE
38526M106LOPEGrand Canyon Education, Inc$4130.00%4CommonSOLE
30161Q104EXELExelixis Inc.$4010.00%21CommonSOLE
92556H2060VVBParamount Global$3660.00%23CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.