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DENALI ADVISORS LLC

Q3 2023 · 13F-HR

DENALI ADVISORS LLCholdings as filed

Filed 2023-10-19 · accession 0001941040-23-000288

$284.8M
Reported value
468
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69318G106PBFPBF Energy Inc cl A$5.1M1.79%95,344CommonNONE
G39637205GOGLGolden Ocean Group$4.7M1.66%600,100CommonNONE
29357K103ENVAEnova International, Inc.$4.5M1.56%87,572CommonNONE
69318J100CNXNPC Connection, Inc.$4.4M1.55%82,900CommonNONE
45781M101INVAInnoviva, Inc.$4.4M1.55%339,272CommonNONE
92645B103VCTRVictory Capital Holdings Inc$4.4M1.54%131,818CommonNONE
09624H208BXCBluelinx Holdings$4.4M1.53%53,246CommonNONE
42234Q102HTLFEURHeartland Financial USA$4.2M1.49%144,041CommonNONE
781846209RUSHARush Enterprises Inc$4.2M1.47%102,335CommonNONE
397624107GEFGreif Inc cl A$4.2M1.46%62,295CommonNONE
G8766E109TGHEURTextainer Group Hldgs Ltd.$4.1M1.45%110,600CommonNONE
457030104IMKTAIngles Markets cl A$4.1M1.44%54,487CommonNONE
G0772R208NTBBank of NT Butterfield LTD$4.1M1.42%149,710CommonNONE
G3198U102ESNTEssent Group$4.0M1.41%85,095CommonNONE
Y1771G102CMRECostamare Inc$4.0M1.41%417,095CommonNONE
025676206AELUSDAmerican Equity Investment$4.0M1.39%73,775CommonNONE
71363P106PRDOPerdoceo Education Corp$3.9M1.37%227,800CommonNONE
46817M107JXNJackson Financial$3.7M1.31%97,827CommonNONE
156504300CCSCentury Communities, Inc.$3.7M1.31%55,838CommonNONE
981811102WORWorthington Industries$3.7M1.30%59,883CommonNONE
55305B101MHOM/I Homes, Inc.$3.6M1.27%42,900CommonNONE
018581108BFHBread Financial Holdings$3.6M1.25%104,502CommonNONE
43114Q105HPKHighpeak Energy$3.6M1.25%211,582CommonNONE
64031N108NNINelnet Inc$3.6M1.25%39,910CommonNONE
254067101DDSDillards Inc cl A$3.3M1.15%9,908CommonNONE
635017106FIZZNational Beverage Corp$3.2M1.14%68,800CommonNONE
871332102SLVMSylvamo Corp$3.2M1.13%73,100CommonNONE
29249E109ACTEnact Holdings Inc$3.2M1.12%117,366CommonNONE
65158N102NMRKNewmark Group$3.1M1.09%483,449CommonNONE
704551100BTUPeabody Energy Corp$3.0M1.06%116,600CommonNONE
860372101STCStewart Information Services$3.0M1.04%67,600CommonNONE
23204G100CUBICustomers Bancorp Inc$2.9M1.03%84,944CommonNONE
783754104RYZRyerson Holding Corporation$2.9M1.02%100,116CommonNONE
928377100VSTOEURVista Outdoor$2.9M1.01%87,170CommonNONE
G35947202FLNGFlex LNG Ltd$2.8M0.98%92,800CommonNONE
90328M107USNAUSANA Health Sciences, Inc.$2.8M0.97%47,129CommonNONE
800363103SD2Sandy Spring Bancorp Inc.$2.8M0.97%128,500CommonNONE
00164V103AMCXAMC Networks Inc. cl A$2.6M0.93%224,259CommonNONE
03940R107ARCH1USDArch Resources Inc$2.5M0.87%14,500CommonNONE
43940T109HOPEHope Bancorp$2.5M0.87%279,500CommonNONE
402635502GPORGulfport Energy Corp$2.5M0.86%20,700CommonNONE
07556Q881BZHBeazer Homes USA$2.3M0.79%90,525CommonNONE
58844R108MBINMerchants Bancorp$2.2M0.79%80,809CommonNONE
384313508EAFEURGraftech International Ltd$2.1M0.74%551,464CommonNONE
031652100AMKRAmkor Technology Inc$2.1M0.73%92,161CommonNONE
15643U104LEUCentrus Energy$2.0M0.72%36,039CommonNONE
635906100NHCNational HealthCare Corp$2.0M0.72%31,900CommonNONE
336901103SRCE1st Source Corporation$2.0M0.69%46,900CommonNONE
389375106GTNGray Television Inc$1.9M0.68%279,827CommonNONE
294268107PLUSePlus Inc.$1.9M0.67%30,037CommonNONE
320209109FFBCFirst Financial Bancorp OH$1.9M0.65%94,700CommonNONE
313148306AGMFederal Agricultural Mortgage$1.8M0.63%11,600CommonNONE
014752109ALXAlexanders Inc.$1.8M0.62%9,700CommonNONE
760281204RBCAARepublic Bancorp KY$1.8M0.62%39,900CommonNONE
479167108JOUTJohnson Outdoors Inc.$1.7M0.61%31,600CommonNONE
89854H102TTECTTEC Holdings Inc.$1.7M0.61%65,861CommonNONE
91388P105ULHUniversal Logistics Holdings,$1.7M0.60%67,331CommonNONE
320817109FRMEFirst Merchants Corp$1.5M0.54%55,400CommonNONE
50105F105KROKronos Worldwide Inc.$1.5M0.53%195,300CommonNONE
36162J106GEOGeo Group Inc$1.5M0.53%183,600CommonNONE
432748101HTHHilltop Holdings Inc.$1.5M0.51%51,600CommonNONE
G3075P101ESGRUSDEnstar Group Limited$1.5M0.51%6,000CommonNONE
29082K105EMBCEmbecta Corp$1.4M0.49%92,249CommonNONE
83545G102SAHSonic Automotive, Inc.$1.3M0.47%27,800CommonNONE
37892E102GICGlobal Industrial Co.$1.3M0.46%39,522CommonNONE
118440106BKEBuckle Inc.$1.3M0.45%38,018CommonNONE
084670702BRK/BBerkshire Hathaway cl B$1.3M0.44%3,600CommonSOLE
948849104WMKWeis Markets Inc.$1.2M0.43%19,600CommonNONE
886029206THRYThryv Holdings$1.2M0.43%65,340CommonNONE
346232101FORForestar Group$1.2M0.43%45,128CommonNONE
57686G105MATXMatson Inc.$1.2M0.42%13,608CommonNONE
384637104GHCGraham Holdings Company$1.1M0.40%1,956CommonNONE
82836G102SBOWEURSilverbow Resources$1.1M0.39%31,400CommonNONE
096308101BBX1USDBluegreen Vacations Holding Corp$1.1M0.38%29,700CommonNONE
44952J104CRGYCrescent Energy$1.0M0.36%82,100CommonNONE
10948W103AAMIBrightsphere Investment Group$1.0M0.36%53,446CommonNONE
46625H100JPMJPMorgan Chase & Co.$1.0M0.36%7,100CommonSOLE
26154D100DFHDream Finders Homes Inc$1.0M0.35%45,443CommonNONE
831754106SWBISmith & Wesson Brands$970,5090.34%75,175CommonNONE
76665T102REPXRily Exploration Permian$952,0150.33%29,947CommonNONE
62482R10707WAMr Cooper Group$933,1760.33%17,423CommonNONE
001055102AFLAFLAC INC COM$901,2750.32%11,743CommonSOLE
824889109SCVLShoe Carnival, Inc.$891,5130.31%37,100CommonNONE
02079K305GOOGLAlphabet Inc. Class A$876,7620.31%6,700CommonSOLE
04914Y102ATLCAtlanticus Holdings$850,3470.30%28,055CommonNONE
419596101HVTHaverty Furniture$846,1320.30%29,400CommonNONE
70932M107PFSIPennyMac Financial Service Inc$840,2920.30%12,617CommonNONE
749360400RCMTR C M Technologies$838,2660.29%42,900CommonNONE
060505104BACBank of America Corp$837,8280.29%30,600CommonSOLE
372284208GNEGenie Energy$805,7310.28%54,700CommonNONE
568427108MPXMarine Products Corp$782,9710.27%55,100CommonNONE
5168062058LP1Vital Energy$781,4220.27%14,100CommonNONE
717081103PFEPfizer Inc.$779,4950.27%23,500CommonSOLE
31620R303FNFFidelity National Fin Inc.$775,6970.27%18,782CommonSOLE
N53745100LYBLyondellBasell Industries cl A$770,6690.27%8,138CommonSOLE
68162K106ZEUSOlympic Steel Inc.$758,8350.27%13,500CommonNONE
526057104LENLennar Corp cl A$754,7470.26%6,725CommonSOLE
92343V104VZVerizon Communications, Inc.$751,9120.26%23,200CommonSOLE
38141G104GSGoldman Sachs Group Inc$744,2110.26%2,300CommonSOLE
817070501SENEASeneca Foods cl A$742,8540.26%13,800CommonNONE
670346105NUENucor Corporation$737,9720.26%4,720CommonSOLE
444144109HDSNHudson Technologies$727,1640.26%54,674CommonNONE
67103X102OFGOFG Bancorp$725,5980.25%24,300CommonNONE
G16962105BGUSDBunge Limited$716,2900.25%6,617CommonSOLE
960413102WLKWestlake Corporation$713,7360.25%5,725CommonSOLE
927107409VLGEAVillage Super Market$708,6320.25%31,300CommonNONE
369550108GDGeneral Dynamics Corp.$685,0070.24%3,100CommonSOLE
40434L105HPQHP Inc.$683,4920.24%26,595CommonSOLE
00108J109ACMRACM Research Inc$660,8330.23%36,500CommonNONE
962166104WYWeyerhaeuser Co$649,5930.23%21,187CommonSOLE
320557101INBKFirst Internet Bancorp$648,4000.23%40,000CommonNONE
833034101SNASnap-On Inc.$639,9460.22%2,509CommonSOLE
87162W100SNXTD Synnex Corporation$627,4200.22%6,283CommonSOLE
14040H105COFCapital One Financial Corp.$621,1200.22%6,400CommonSOLE
740367404PFBCPreferred Bank Los Angeles CA$616,2750.22%9,900CommonNONE
165167735EXEChesapeake Energy Corp$603,4380.21%6,998CommonSOLE
740444104PLPCPreformed Line Products$601,5460.21%3,700CommonNONE
G02602103DOXAmdocs Limited$600,6390.21%7,109CommonSOLE
53635B107LQDTLiquidity Services, Inc.$592,0320.21%33,600CommonNONE
254709108DFSEURDiscover Financial Services$591,0760.21%6,823CommonSOLE
20786W107CNOBConnectOne Bancorp Inc$590,1730.21%33,100CommonNONE
98986M103ZYXIQZynex Inc$584,6880.21%73,086CommonNONE
81684M104SMLRSemler Scientific Inc$581,7340.20%22,930CommonNONE
617446448MSMorgan Stanley$579,8570.20%7,100CommonSOLE
172062101CINFCincinnati Financial Corp$574,8700.20%5,620CommonSOLE
853666105SMPStandard Motor Products$571,5400.20%17,000CommonNONE
84265V105SCCOSouthern Copper Corp.$564,6750.20%7,500CommonSOLE
026874784AIGAmerican Intl Group, Inc.$551,4600.19%9,100CommonSOLE
763165107RELLRichardson Electronics$545,4070.19%49,900CommonNONE
042735100ARWArrow Electronics Inc$540,0350.19%4,312CommonSOLE
693718108PCARPaccar Inc.$535,6260.19%6,300CommonSOLE
436440101HO1Hologic Inc.$528,5500.19%7,616CommonSOLE
629209305NMIHNMI Holdings$522,8370.18%19,300CommonNONE
911922102USLMUnited States Lime & Minerals$522,6000.18%2,600CommonNONE
278768106SATSEchoStar Corp.$522,6000.18%31,200CommonNONE
37045V100GMGeneral Motors Company$520,9260.18%15,800CommonSOLE
403949100DINOHF Sinclair Corp$509,9220.18%8,957CommonSOLE
269796108EGRXEagle Pharmaceuticals Inc$509,3710.18%32,300CommonNONE
89214P109TOWNTowne Bank$499,8740.18%21,800CommonNONE
37247D106GNWGenworth Financial Inc$494,5840.17%84,400CommonNONE
40412C101HCAHCA Holdings, Inc.$491,9600.17%2,000CommonSOLE
35137L105FOXATwenty-First Century Fox Inc.$482,1650.17%15,454CommonSOLE
693149106PAMTP.A.M. Transportation$476,2550.17%22,100CommonNONE
984241109YMABUSDY-Mabs Therapeutics$468,1550.16%85,900CommonNONE
591774104MCBMetropolitan Bank Holding Corp$464,3840.16%12,800CommonNONE
115637209BF/BBrown-Forman cl B$462,5580.16%8,018CommonSOLE
51509P103LSEALandsea Homes Corp$455,7930.16%50,700CommonNONE
80007P869SDSandridge Energy, Inc.$455,7060.16%29,100CommonNONE
210502100CPSSConsumer Portfolio Services$449,8720.16%49,600CommonNONE
23335Q100DLHCDLH Holdings$445,7940.16%38,200CommonNONE
682680103OKEONEOK, Inc.$445,1520.16%7,018CommonSOLE
63888U108NGVCNatural Grocers By Vitamin Cottage Inc$437,6490.15%33,900CommonNONE
039483102ADMArcher Daniels Midland$437,4360.15%5,800CommonSOLE
27032D304Earthstone Energy$431,1120.15%21,300CommonNONE
720190206PDMPiedmont Office Realty Trust,$430,6660.15%76,631CommonNONE
70959W103PAGPenske Automotive Group, Inc.$426,1700.15%2,551CommonSOLE
74460D109PSAPublic Storage, Inc.$421,6320.15%1,600CommonSOLE
75134P600METCRamaco Resources Inc$413,2240.15%37,600CommonNONE
04208T108AHRTArmada Hoffler Properties Inc.$404,4800.14%39,500CommonNONE
394357107GCBCGreene County Bancorp$404,0400.14%16,800CommonNONE
458140100INTCIntel Corporation$401,7150.14%11,300CommonSOLE
18270D106CMTGClaros Mortgage Trust$399,9880.14%36,100CommonNONE
75902K106RMRegional Management Corp.$395,8240.14%14,300CommonNONE
452521107IMMRImmersion$390,6510.14%59,100CommonNONE
440452100HRLHormel Foods Corp$385,6620.14%10,141CommonSOLE
404111106HBTHBT Financial Inc$383,0400.13%21,000CommonNONE
G4690M101IBEXIbex Ltd$381,6150.13%24,700CommonNONE
14448C104CARRCarrier Global Corporation$380,8800.13%6,900CommonSOLE
30263Y104FSBWFS Bancorp Inc.$380,5500.13%12,900CommonNONE
81619Q105SEMSelect Medical Holdings Corp$368,0580.13%14,565CommonNONE
74834L100DGXQuest Diagnostics Inc.$366,1890.13%3,005CommonSOLE
950810101WSBCWesBanco Inc.$356,5320.13%14,600CommonNONE
501044101KRKroger Company$354,2860.12%7,917CommonSOLE
064058100BKBank of New York Mellon Corp.$347,9390.12%8,158CommonSOLE
23331A109DHID.R. Horton Inc.$344,9790.12%3,210CommonSOLE
88369M101Theseus Pharmaceuticals$344,0510.12%127,900CommonNONE
80706P103SRRKScholar Rock Holdings$338,6700.12%47,700CommonNONE
629445206NVECNve Corporation$336,7740.12%4,100CommonNONE
029683109AMSWAUSDAmerican Software$333,5430.12%29,105CommonNONE
23753F107DSKEUSDDaseke$330,3720.12%64,400CommonNONE
218683100CMTCORE Molding Tech$327,6350.12%11,500CommonNONE
75025X100RLGTRadiant Logistics$322,0500.11%57,000CommonNONE
45816D10035YCorecard Corporation$320,9400.11%16,047CommonNONE
433323102HIFSHingham Institution for Saving$317,4750.11%1,700CommonNONE
50216C108LYTSLSI Industries$314,4240.11%19,800CommonNONE
359616109FULCFulcrum Therapeutics$313,4640.11%70,600CommonNONE
127097103CTRACoterra Energy Inc$300,2550.11%11,100CommonSOLE
124411109BYByline Bancorp Inc.$297,6210.10%15,100CommonNONE
43538H103HLLYHolley Inc$290,4180.10%58,200CommonNONE
G39387108GFSGlobal Foundries$285,8290.10%4,912CommonSOLE
461147100INTTIntest Corp$280,6450.10%18,500CommonNONE
278715206Ebix Inc$278,6160.10%28,200CommonNONE
12634H200PMTSCPI Card Group Inc$275,9480.10%14,900CommonNONE
448947507IDTIDT Corporation Cl B$275,6250.10%12,500CommonNONE
48563L101KRTKarat Packaging$272,1080.10%11,800CommonNONE
488152208KELYAKelly Services cl A$271,0310.10%14,900CommonNONE
638517102NWLIEURNational Western Life Group A$262,4940.09%600CommonNONE
46266A109IRMDIradimed Corp.$261,7830.09%5,900CommonNONE
88338K103STKSThe ONE Group Hospitality Inc$260,1500.09%47,300CommonNONE
52472M101LEGHLegacy Housing Corporation$252,3300.09%13,000CommonNONE
745867101PHMPulteGroup, Inc.$252,2880.09%3,407CommonSOLE
12621E103CNOCNO Financial Group, Inc.$249,1650.09%10,500CommonSOLE
774515100RCKYRocky Brands Inc$245,4900.09%16,700CommonNONE
36116M106FFFutureFuel Corp$243,7800.09%34,000CommonNONE
302130109EXPDExpeditors International of WA$241,2960.08%2,105CommonSOLE
525327102LDOSLeidos Holdings, Inc.$240,5380.08%2,610CommonSOLE
902494103TSNTyson Foods$238,3630.08%4,721CommonSOLE
828359109SAMGSilvercrest Asset Mgmt Grp$228,5280.08%14,400CommonNONE
40701T104HBBHamilton Beach Brands$228,3440.08%18,400CommonNONE
91359E105UHTUniversal Health Realty Income Trust$226,4080.08%5,600CommonNONE
44951W106IESCIES Holdings$223,9580.08%3,400CommonNONE
29479A108ERASErasca Inc$221,8220.08%112,600CommonNONE
422819102HSIHeidrick & Struggles$217,6740.08%8,700CommonNONE
00081T108ACCOAcco Brands Corporation$217,5460.08%37,900CommonNONE
89421Q205TZOOTravelzoo$217,4590.08%37,300CommonNONE
404609109HCKTHackett Group Inc$217,0280.08%9,200CommonNONE
76122Q105RGPResources Connection$216,1950.08%14,500CommonNONE
3621LQ109GTHXEURG1 Therapeutics$214,2720.08%148,800CommonNONE
56854Q200MRNS*Marinus Pharmaceuticals$214,1300.08%26,600CommonNONE
264147109DCODucommun$208,8480.07%4,800CommonNONE
26929N102EVIEvi Industries$208,4880.07%8,400CommonNONE
03076K108ABCBAmeris Bancorp$203,4670.07%5,300CommonNONE
344437405FONRFonar Corporation$203,2800.07%13,200CommonNONE
293389102EBFEnnis Inc$201,5900.07%9,500CommonNONE
45774W108IIINInsteel Industries Inc$201,2520.07%6,200CommonNONE
M96088105URGNUrogen Pharma$200,3430.07%14,300CommonNONE
43689E107HBCPHome Bancorp, Inc.$197,5940.07%6,200CommonNONE
56585A102MPCMarathon Petroleum Corp$196,7420.07%1,300CommonSOLE
25065K104DXLGDestination XL Group$190,4000.07%42,500CommonNONE
74319N100ACDCProFrac Holding Corp$189,3120.07%17,400CommonNONE
69353Y103PMVPPMV Pharmaceuticals$187,2700.07%30,500CommonNONE
055645303BRTBRT Apartments Corp$186,5160.07%10,800CommonNONE
18482P103CLFDClearfield Inc.$186,2900.07%6,500CommonNONE
74365A309PLXProtalix Biotherapeutics$182,9320.06%110,200CommonNONE
587376104MBWMMercantile Bank Corp$179,2780.06%5,800CommonNONE
91705J204Urban One Inc$176,0500.06%35,000CommonNONE
12326C105BFSTBusiness First Bancshares$170,7160.06%9,100CommonNONE
219798105QDELQuidelortho Corp$168,8680.06%2,312CommonSOLE
747525103QCOMQualcomm Inc.$166,5900.06%1,500CommonSOLE
54738L109LOVELovesac Company$165,3360.06%8,300CommonNONE
06652N107BSVNBank7 Corp$164,3230.06%7,300CommonNONE
57633B100MHHMastech Digital$163,8000.06%18,200CommonNONE
29402E102ELAEnvela Corp$163,5300.06%34,500CommonNONE
632347100NATHNathan's Famous Inc$155,4520.05%2,200CommonNONE
570535104MKLMarkel Corp$150,1940.05%102CommonSOLE
90353W103UIUbiquiti Inc.$146,1720.05%1,006CommonSOLE
88677Q109TTS1EURTileshop Holdings$144,3870.05%26,300CommonNONE
83946P107SPFISouth Plains Financial$142,7760.05%5,400CommonNONE
703343103PATKPatrick Industries Inc.$142,6140.05%1,900CommonNONE
892231101TSQTownsquare Media Inc.$142,1360.05%16,300CommonNONE
210751103TCSUSDContainers Store Group$139,2750.05%61,900CommonNONE
217204106CPRTCopart, Inc. (DE)$137,8880.05%3,200CommonSOLE
520776105DSGRDistribution Solutions Group$135,2000.05%5,200CommonNONE
Y2106R110LPGDorian LPG Ltd.$135,0310.05%4,700CommonNONE
84470P109SBSISouthside Bancshares$134,8900.05%4,700CommonNONE
94188P101WSBFWaterstone Financial, Inc (MD)$130,3050.05%11,900CommonNONE
87990A106TNYATenaya Therapeutics$130,3050.05%51,100CommonNONE
88262P102TPLTexas Pacific Land Trust$127,6490.04%70CommonSOLE
68622V106OGNOrganon & Co$125,8080.04%7,247CommonSOLE
29460X109EQBKEquity Bancshares$122,7570.04%5,100CommonNONE
92835K103VPGVishay Precision Group Inc$120,8880.04%3,600CommonNONE
761624105REXREX American Resources$118,0880.04%2,900CommonNONE
87165B103SYFSynchrony Financial$115,3410.04%3,773CommonSOLE
45790W108Inozyme Pharma$112,1400.04%26,700CommonNONE
30233G209EYPTEyepoint Pharmaceuticals$111,0610.04%13,900CommonNONE
624580106MOVMovado Group Inc.$109,4000.04%4,000CommonNONE
04546C205Assertio Holdings$109,3120.04%42,700CommonNONE
718546104PSXPhillips 66$108,1350.04%900CommonSOLE
22766M109Crossfirst Bancshares$107,9630.04%10,700CommonNONE
666762109NRIMNorthrim Bancorp$106,9740.04%2,700CommonNONE
155685100CVCYUSDCentral Valley Community Bancorp$104,4140.04%7,400CommonNONE
001228501MITTAG Mortgage Investment Tr$103,7850.04%18,700CommonNONE
320866106FMBHFirst Mid-Illinois Bancshares$100,9280.04%3,800CommonNONE
550550107LBCUSDLuther Burbank Corporation$98,2800.03%11,700CommonNONE
639027101NATRNature's Sunshine Products$96,1060.03%5,800CommonNONE
108621103BWBBridgewater Bancshares Inc$94,8000.03%10,000CommonNONE
597742105MSBIMidland States Bancorp Inc$92,4300.03%4,500CommonNONE
531914109LWAYLifeway Foods$90,9920.03%8,800CommonNONE
583928106MFINMedallion Financial$84,2400.03%12,000CommonNONE
50127T109KURAKura Oncology$82,0800.03%9,000CommonNONE
126117100CNACNA Financial Corp.$76,6930.03%1,949CommonSOLE
006351308AEUSDAdams Resources & Energy$70,7490.02%2,100CommonNONE
G9087Q102TROXTronox Holdings$65,8560.02%4,900CommonSOLE
150870103CECelanese Corporation$64,6430.02%515CommonSOLE
05351W103AGREURAvangrid Inc.$64,3220.02%2,132CommonSOLE
51509F105LELands' End, Inc.$64,2420.02%8,600CommonNONE
918905209VHIValhi Inc.$59,6700.02%4,500CommonNONE
294375209EPSNEpsilon Energy$59,1360.02%11,200CommonNONE
74251V102PFGPrincipal Financial Group, Inc.$58,8090.02%816CommonSOLE
04683R106AVIRAtea Pharmaceuticals$54,0000.02%18,000CommonNONE
811292200SCYXScynexis$53,5800.02%23,500CommonNONE
629579103NCNACCO Industries cl A$52,6050.02%1,500CommonNONE
81728J109SRTSSensus Healthcare$51,7990.02%18,700CommonNONE
02005N100ALLYAlly Financial Inc.$50,6120.02%1,897CommonSOLE
49428J109KEKimball Electronics, Inc.$49,2840.02%1,800CommonNONE
296056104ESCAEscalade Inc.$47,4610.02%3,100CommonNONE
32043P106FGBIFirst Guaranty Bancshares$44,0000.02%4,000CommonNONE
864159108RGRSturm Ruger & Co. Inc.$42,2690.01%811CommonSOLE
00810F106ASLEAersale Corp$41,8320.01%2,800CommonNONE
680223104ORIOld Republic Int'l Corp$41,6760.01%1,547CommonSOLE
12514G108CDWCDW Corporation$40,3520.01%200CommonSOLE
37148K100GBIOGBXGeneration Bio$40,1740.01%10,600CommonNONE
25470M109DISHDISH Network Corp cl A$37,8500.01%6,459CommonSOLE
30161Q104EXELExelixis Inc.$37,1450.01%1,700CommonSOLE
920437100VALUValue Line Inc.$34,9760.01%800CommonNONE
74930B105RBBRBB Bancorp$34,5060.01%2,700CommonNONE
857477103STTState Street Corporation$34,1500.01%510CommonSOLE
928881101VNTVontier Corp$32,8060.01%1,061CommonSOLE
969904101WSMWilliams-Sonoma Inc.$31,8570.01%205CommonSOLE
216648402Cooper Companies, Inc.$31,8010.01%100CommonSOLE
88162G103TTEKTetra Tech, Inc.$31,4700.01%207CommonSOLE
80689H102SNDRSchneider National Inc.$31,2620.01%1,129CommonSOLE
260557103DOWDow Chemical Company$30,9360.01%600CommonSOLE
172755100CRUSCirrus Logic Inc.$30,3980.01%411CommonSOLE
546347105LPXLouisiana-Pacific Corp$30,3430.01%549CommonSOLE
47233W109JEFJefferies Financial Group Inc.$30,2200.01%825CommonSOLE
887389104TKRTimken Company$30,1310.01%410CommonSOLE
68268W103OMFOnemain Holdings Inc$30,0270.01%749CommonSOLE
395259104Greenhill & Co Inc.$29,6000.01%2,000CommonNONE
65336K103NXSTNexstar Media Group, Inc. Cl A$29,5340.01%206CommonSOLE
553530106MSMMSC Industrial Direct Co.$29,4450.01%300CommonSOLE
48020Q107JLLJones Lang LaSalle Incorporated$28,2360.01%200CommonSOLE
14316J108CGCarlyle Finance LLC$27,9580.01%927CommonSOLE
20602D101CNXCConcentrix Corp.$27,0770.01%338CommonSOLE
358435105FRDFriedman Industries$26,8000.01%2,000CommonNONE
759509102RSReliance Steel & Aluminum$26,7470.01%102CommonSOLE
023586100UHALAmerco$26,7390.01%490CommonSOLE
4525EP101VTLUSDImmunic Inc$24,9900.01%17,000CommonNONE
25659T107DLBDolby Laboratories Inc.$24,5710.01%310CommonSOLE
001084102AGCOAgco Corporation$24,3660.01%206CommonSOLE
64828T201RITMRithm Capital Corp$23,7640.01%2,558CommonSOLE
428567101HB6Hibbett Sports, Inc.$23,7550.01%500CommonNONE
858119100STLDSteel Dynamics Inc.$21,8730.01%204CommonSOLE
72815L107PLTKPlaytika Holding Corp$21,7060.01%2,254CommonSOLE
319383204BUSEFirst Busey Corporation$21,1420.01%1,100CommonSOLE
76129W105RVPRetractable Technologies Inc$20,9440.01%17,600CommonNONE
55003T107Lumber Liquidators Holdings$20,9220.01%6,600CommonNONE
146229109CRICarters Inc$20,7450.01%300CommonSOLE
231561101CWCurtiss-Wright Corp.$20,5410.01%105CommonSOLE
556099109MGNXMacrogenics Inc$20,0380.01%4,300CommonNONE
053774105CARAvis Budget Group, Inc.$19,9460.01%111CommonSOLE
733174700BPOPPopular Inc.$19,6590.01%312CommonSOLE
159864107CRLCharles River Laboratories$19,5980.01%100CommonSOLE
885160101THOThor Industries Inc.$19,5020.01%205CommonSOLE
23918K108DVADaVita HealthCare Partners Inc$19,4730.01%206CommonSOLE
05329W102ANAutoNation Inc.$19,0760.01%126CommonSOLE
200340107CMAComerica, Inc.$19,0710.01%459CommonSOLE
744320102PRUPrudential Financial Inc$18,9780.01%200CommonSOLE
G3922B107GGenpact Limited$18,7150.01%517CommonSOLE
302941109FCNFTI Consulting, Inc.$18,5550.01%104CommonSOLE
431284108HIWHighwoods Properties$17,7450.01%861CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$15,8130.01%300CommonSOLE
770323103RHIRobert Half Inc.$15,4620.01%211CommonSOLE
501889208LKQLKQ Corporation$15,3480.01%310CommonSOLE
95082P105WCCWESCO International, Inc.$14,9570.01%104CommonSOLE
G491BT108IVZInvesco Limited$14,9120.01%1,027CommonSOLE
61945C103MOSMosaic Co. (The)$14,6670.01%412CommonSOLE
086516101BBYBest Buy Inc.$14,4500.01%208CommonSOLE
876030107TPRTapestry Inc$14,3750.01%500CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$13,6650.00%300CommonSOLE
761330109RVNCEURRevance Therapeutics$12,6170.00%1,100CommonNONE
651587107NEUNewMarket Corporation$7,7360.00%17CommonSOLE
03750L109AIRCUSDApartment Income REIT$6,7850.00%221CommonSOLE
292562105WIREEUREncore Wire Corporation$6,5690.00%36CommonSOLE
05561Q201BOKFBOK Financial Corp.$6,4780.00%81CommonSOLE
053807103AVTAvnet Inc.$6,3130.00%131CommonSOLE
31847R102FAFFirst American Financial Corp$6,2700.00%111CommonSOLE
90278Q108UFPIUFP Industries$5,9390.00%58CommonSOLE
76171L106REYNReynolds Consumer Product$5,6130.00%219CommonSOLE
008252108AMGAffiliated Managers Group$5,2140.00%40CommonSOLE
86800U104SMCIUSDSuper Miccro Computer$5,2100.00%19CommonSOLE
552848103MTGMGIC Investment Corp.$5,1910.00%311CommonSOLE
87901J105TGNATEGNA Inc.$4,5170.00%310CommonSOLE
45765U103NSITInsight Enterprises, Inc.$4,5110.00%31CommonSOLE
09739D100BCCBoise Cascade LLC$4,4310.00%43CommonSOLE
36251C103GMS1EURGMS Inc$4,3500.00%68CommonSOLE
185899101CLFCleveland-Cliffs Inc.$4,2360.00%271CommonSOLE
073685109BECNUSDBeacon Roofing Supply$4,1670.00%54CommonSOLE
801056102SANMSanmina Corporation$4,1250.00%76CommonSOLE
G3323L100FNFabrinet$3,9990.00%24CommonSOLE
703395103PDCOEURPatterson Companies Inc$3,9120.00%132CommonSOLE
343412102FLRFluor Corporation$3,7800.00%103CommonSOLE
729132100PLXSPlexus Corp.$3,7190.00%40CommonSOLE
001744101AMNAMN Healthcare Services$3,5780.00%42CommonSOLE
552676108MDC1USDMDC Holdings Inc$3,5460.00%86CommonSOLE
29358P101ENSGEnsign Group$3,5310.00%38CommonSOLE
077454106BDCBelden Inc.$3,4760.00%36CommonSOLE
45778Q107NSPInsperity$3,4160.00%35CommonSOLE
86881A100SGRYSurgery Partners$3,3640.00%115CommonSOLE
00187Y100APGAPI Group Corp$3,2930.00%127CommonSOLE
72346Q104Pinnacle Financial Partners$3,2180.00%48CommonSOLE
912909108USX1United States Steel Corp$3,0860.00%95CommonSOLE
227483104CCRNCross Country Healthcare Inc$3,0240.00%122CommonSOLE
87724P106TMHCTaylor Morrison Home Corporation$2,9830.00%70CommonSOLE
G39108108GTESGates Industrial Corp$2,9610.00%255CommonSOLE
783549108RRyder System Inc.$2,8880.00%27CommonSOLE
03937C105ARCBArcbest Corp$2,8460.00%28CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$2,6870.00%10CommonSOLE
254543101DIODDiodes Inc.$2,6810.00%34CommonSOLE
00402L107ASOAcademy Sports and Outdoors$2,6000.00%55CommonSOLE
01973R101ALSNAllison Transmission Holdings$2,5990.00%44CommonSOLE
G8232Y101Smart Global Holdings Inc$2,5810.00%106CommonSOLE
85208M102SFMSprouts Farmers Market$2,5680.00%60CommonSOLE
896288107TNETTrinet Group Inc$2,5630.00%22CommonSOLE
041242108ARKOArko Corp$2,3090.00%323CommonSOLE
33768G107FCFSFirst Cash Fncl Svcs Inc.$2,3090.00%23CommonSOLE
60783X104MODVQModivcare$2,3000.00%73CommonSOLE
750236101RDNRadian Group, Inc.$2,2600.00%90CommonSOLE
F21107101CSTMConstellium$2,2570.00%124CommonSOLE
69888T207PARRPar Pacific Holding$2,2280.00%62CommonSOLE
13462K109CWHCamping World Holdings, Inc.$2,2250.00%109CommonSOLE
00653Q102AHCOAdaptHealth Corp$2,1480.00%236CommonSOLE
928254101VIRTVirtu Financial$2,0900.00%121CommonSOLE
198516106COLMColumbia Sportswear Co.$2,0750.00%28CommonSOLE
146869102CVNACarvana Co$2,0570.00%49CommonSOLE
12662P108CVICVR Energy, Inc.$2,0080.00%59CommonSOLE
816300107SIGISelective Insurance Group$1,9600.00%19CommonSOLE
191098102COKECoca-Cola Bottling Cl A$1,9090.00%3CommonSOLE
552690109MDUMDU Resources Group$1,8990.00%97CommonSOLE
67098H104OIO-I Glass$1,8570.00%111CommonSOLE
G48833118WFRDWeatherford International Public Ltd$1,8070.00%20CommonSOLE
32051X108FHBFirst Hawaiian, Inc$1,8050.00%100CommonSOLE
50189K103LCIILCI Industries$1,7610.00%15CommonSOLE
92764N102VIRVir Biotechnology Inc$1,7240.00%184CommonSOLE
13781Y103Cano Health$1,7110.00%6,745CommonSOLE
01625V104ALHCAlignment Healthcare$1,6730.00%241CommonSOLE
21874C102CNMCore & Main Inc$1,6730.00%58CommonSOLE
687793109OSCROscar Health Inc$1,6540.00%297CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$1,6440.00%99CommonSOLE
G0585R106AGOAssured Guaranty Ltd$1,6340.00%27CommonSOLE
917047102URBNUrban Outfitters Inc$1,5690.00%48CommonSOLE
74319R101PRGProg Holdings$1,5610.00%47CommonSOLE
53115L104LBRTLiberty Oilfield Services$1,5190.00%82CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$1,4900.00%1,252CommonSOLE
G4412G101HLFHerbalife Ltd$1,4830.00%106CommonSOLE
03743Q108APAAPA Corporation$1,4800.00%36CommonSOLE
29605J106ESABESAB Corporation$1,4750.00%21CommonSOLE
577933104MMSMaximus$1,4190.00%19CommonSOLE
679369108OLPXOlaplex Holdings$1,3790.00%707CommonSOLE
72147K108PPCPilgrims Pride Corp$1,3470.00%59CommonSOLE
78442P106SLMSLM Corp$1,3350.00%98CommonSOLE
128030202CALMCal-Maine Foods Inc.$1,2590.00%26CommonSOLE
465741106ITRIItron Inc.$1,2120.00%20CommonSOLE
78377T107RHPRyman Hospitality Properties$1,0830.00%13CommonSOLE
G8192H106SPNTSiriuspoint$1,0480.00%103CommonSOLE
55616P104MMacy's Inc.$1,0100.00%87CommonSOLE
646025106NJRNew Jersey Resources$9750.00%24CommonSOLE
15872M104APY1EURChampionx Corp$9620.00%27CommonSOLE
829242106SBGISinclair Inc$9200.00%82CommonSOLE
624756102MLIMueller Industries, Inc.$9020.00%12CommonSOLE
127055101CBTCabot Corporation$9010.00%13CommonSOLE
535919401LGFEURLions Gate Entertainment Corp$8820.00%104CommonSOLE
253393102DKSDicks Sporting Goods Inc$8690.00%8CommonSOLE
566324109MMIMarcus & Millichap, Inc.$7920.00%27CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corporation$7420.00%21CommonSOLE
515098101LSTRLandstar System Inc.$7080.00%4CommonSOLE
224408104CRCrane Company$6220.00%7CommonSOLE
85571B105STWDStarwood Property Trust, Inc.$6190.00%32CommonSOLE
536797103LADLithia Motors Inc.$5910.00%2CommonSOLE
69478X105LF2Pacific Premier Bancorp Inc$5440.00%25CommonSOLE
17243V102CNKCinemark Holdings Inc$5320.00%29CommonSOLE
29670E107EPRTEssential Properties Realty Trust$4970.00%23CommonSOLE
830566105SKAASkechers U.S.A. Inc.$4900.00%10CommonSOLE
38526M106LOPEGrand Canyon Education, Inc$4680.00%4CommonSOLE
689648103OTTROtter Tail Corp$4560.00%6CommonSOLE
670002401NVAXNovavax Inc$4560.00%63CommonSOLE
87161C501SYU1Synovus Financial Corp$4450.00%16CommonSOLE
035710839NLYAnnaly Capital Mgmt.$3950.00%21CommonSOLE

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.