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DENALI ADVISORS LLC

Q4 2023 · 13F-HR

DENALI ADVISORS LLCholdings as filed

Filed 2024-01-19 · accession 0001941040-24-000027

$327.3M
Reported value
451
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09624H208BXCBluelinx Holdings$6.1M1.86%53,661CommonNONE
156504300CCSCentury Communities, Inc.$5.8M1.77%63,738CommonNONE
65158N102NMRKNewmark Group$5.6M1.70%506,529CommonNONE
42234Q102HTLFEURHeartland Financial USA$5.4M1.66%144,166CommonNONE
118440106BKEBuckle Inc.$5.3M1.62%111,250CommonNONE
45781M101INVAInnoviva, Inc.$5.3M1.61%329,186CommonNONE
26154D100DFHDream Finders Homes Inc$5.3M1.61%148,243CommonNONE
781846209RUSHARush Enterprises Inc$5.3M1.61%104,559CommonNONE
69318J100CNXNPC Connection, Inc.$5.2M1.59%77,300CommonNONE
018581108BFHBread Financial Holdings$5.1M1.54%153,402CommonNONE
783754104RYZRyerson Holding Corporation$5.0M1.53%144,035CommonNONE
G0772R208NTBBank of NT Butterfield LTD$5.0M1.52%155,756CommonNONE
46817M107JXNJackson Financial$4.9M1.50%96,000CommonNONE
23204G100CUBICustomers Bancorp Inc$4.9M1.50%84,944CommonNONE
29357K103ENVAEnova International, Inc.$4.8M1.48%87,500CommonNONE
92645B103VCTRVictory Capital Holdings Inc$4.7M1.45%137,438CommonNONE
457030104IMKTAIngles Markets cl A$4.7M1.44%54,576CommonNONE
Y1771G102CMRECostamare Inc$4.7M1.43%450,495CommonNONE
29249E109ACTEnact Holdings Inc$4.7M1.42%161,266CommonNONE
G39637205GOGLGolden Ocean Group$4.6M1.41%472,858CommonNONE
G3198U102ESNTEssent Group$4.5M1.37%85,095CommonNONE
402635502GPORGulfport Energy Corp$4.4M1.35%33,200CommonNONE
871332102SLVMSylvamo Corp$4.4M1.33%88,900CommonNONE
64031N108NNINelnet Inc$4.3M1.31%48,510CommonNONE
397624107GEFGreif Inc cl A$4.2M1.29%64,295CommonNONE
00164V103AMCXAMC Networks Inc. cl A$4.2M1.29%224,259CommonNONE
635017106FIZZNational Beverage Corp$4.2M1.29%84,600CommonNONE
254067101DDSDillards Inc cl A$4.0M1.22%9,906CommonNONE
320817109FRMEFirst Merchants Corp$4.0M1.21%106,800CommonNONE
71363P106PRDOPerdoceo Education Corp$4.0M1.21%225,000CommonNONE
800363103SD2Sandy Spring Bancorp Inc.$3.9M1.19%142,800CommonNONE
320209109FFBCFirst Financial Bancorp OH$3.7M1.13%156,000CommonNONE
69318G106PBFPBF Energy Inc cl A$3.5M1.07%79,763CommonNONE
981811102WORWorthington Industries$3.4M1.05%59,857CommonNONE
58844R108MBINMerchants Bancorp$3.4M1.05%80,633CommonNONE
43940T109HOPEHope Bancorp$3.4M1.05%283,500CommonNONE
57686G105MATXMatson Inc.$3.1M0.94%28,123CommonNONE
860372101STCStewart Information Services$3.1M0.94%52,400CommonNONE
031652100AMKRAmkor Technology Inc$3.1M0.94%92,201CommonNONE
43114Q105HPKHighpeak Energy$3.0M0.92%211,500CommonNONE
336901103SRCE1st Source Corporation$3.0M0.92%54,600CommonNONE
07556Q881BZHBeazer Homes USA$2.7M0.83%80,600CommonNONE
G3075P101ESGRUSDEnstar Group Limited$2.7M0.83%9,200CommonNONE
346232101FORForestar Group$2.7M0.83%81,728CommonNONE
90328M107USNAUSANA Health Sciences, Inc.$2.5M0.77%47,100CommonNONE
389375106GTNGray Television Inc$2.5M0.77%279,827CommonNONE
704551100BTUPeabody Energy Corp$2.5M0.75%101,400CommonNONE
63938C108NAVINavient Corporation$2.4M0.75%131,100CommonNONE
014752109ALXAlexanders Inc.$2.3M0.70%10,800CommonNONE
89854H102TTECTTEC Holdings Inc.$2.1M0.64%97,293CommonNONE
37247D106GNWGenworth Financial Inc$2.1M0.64%312,300CommonNONE
760281204RBCAARepublic Bancorp KY$2.0M0.62%36,700CommonNONE
91388P105ULHUniversal Logistics Holdings,$1.8M0.54%62,731CommonNONE
928377100VSTOEURVista Outdoor$1.7M0.52%57,900CommonNONE
635906100NHCNational HealthCare Corp$1.7M0.52%18,400CommonNONE
982104101WSWorthing Steel, Inc.$1.7M0.51%59,857CommonNONE
G8766E109TGHEURTextainer Group Hldgs Ltd.$1.7M0.51%33,900CommonNONE
15643U104LEUCentrus Energy$1.6M0.50%29,931CommonNONE
831754106SWBISmith & Wesson Brands$1.6M0.48%115,416CommonNONE
83545G102SAHSonic Automotive, Inc.$1.6M0.48%27,800CommonNONE
37892E102GICGlobal Industrial Co.$1.5M0.47%39,522CommonNONE
479167108JOUTJohnson Outdoors Inc.$1.5M0.46%28,400CommonNONE
10948W103AAMIBrightsphere Investment Group$1.5M0.46%78,744CommonNONE
81619Q105SEMSelect Medical Holdings Corp$1.5M0.46%63,783CommonNONE
58470H101MEDMedifast Inc$1.5M0.45%21,813CommonNONE
278768106SATSEchoStar Corp.$1.4M0.44%86,015CommonNONE
886029206THRYThryv Holdings$1.4M0.43%69,240CommonNONE
12662P108CVICVR Energy, Inc.$1.4M0.42%45,272CommonNONE
948849104WMKWeis Markets Inc.$1.4M0.42%21,400CommonNONE
70932M107PFSIPennyMac Financial Service Inc$1.3M0.40%14,900CommonNONE
80007P869SDSandridge Energy, Inc.$1.3M0.39%92,300CommonNONE
36162J106GEOGeo Group Inc$1.3M0.38%115,600CommonNONE
419596101HVTHaverty Furniture$1.2M0.38%35,000CommonNONE
29082K105EMBCEmbecta Corp$1.2M0.36%62,149CommonNONE
50105F105KROKronos Worldwide Inc.$1.1M0.35%115,200CommonNONE
084670702BRK/BBerkshire Hathaway cl B$1.1M0.35%3,200CommonSOLE
46625H100JPMJPMorgan Chase & Co.$1.1M0.35%6,700CommonSOLE
824889109SCVLShoe Carnival, Inc.$1.1M0.34%37,100CommonNONE
060505104BACBank of America Corp$986,5310.30%29,300CommonSOLE
624580106MOVMovado Group Inc.$982,8900.30%32,600CommonNONE
04914Y102ATLCAtlanticus Holdings$957,2760.29%24,755CommonNONE
50060P106KOPKoppers Holdings Inc.$952,6920.29%18,600CommonNONE
526057104LENLennar Corp cl A$943,2740.29%6,329CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$935,9230.29%6,700CommonSOLE
76665T102REPXRily Exploration Permian$935,6120.29%34,347CommonNONE
442487401HOVHovnanian Enterprises Inc.$902,5960.28%5,800CommonNONE
30257X104FBKFB Financial Corp.$880,6850.27%22,100CommonNONE
62482R10707WAMr Cooper Group$859,5840.26%13,200CommonNONE
40434L105HPQHP Inc.$858,0770.26%28,517CommonSOLE
38141G104GSGoldman Sachs Group Inc$848,6940.26%2,200CommonSOLE
14040H105COFCapital One Financial Corp.$839,1680.26%6,400CommonSOLE
960413102WLKWestlake Corporation$829,2630.25%5,925CommonSOLE
001055102AFLAFLAC INC COM$811,8830.25%9,841CommonSOLE
670346105NUENucor Corporation$804,0650.25%4,620CommonSOLE
92343V104VZVerizon Communications, Inc.$803,0100.25%21,300CommonSOLE
48563L101KRTKarat Packaging$785,2600.24%31,600CommonNONE
N53745100LYBLyondellBasell Industries cl A$773,7610.24%8,138CommonSOLE
254709108DFSEURDiscover Financial Services$766,9050.23%6,823CommonSOLE
526107107LIILennox International Inc.$763,4690.23%1,706CommonSOLE
74052F108Premier Financial$759,1500.23%31,500CommonNONE
20786W107CNOBConnectOne Bancorp Inc$758,3210.23%33,100CommonNONE
717081103PFEPfizer Inc.$751,4190.23%26,100CommonSOLE
962166104WYWeyerhaeuser Co$736,6720.23%21,187CommonSOLE
31620R303FNFFidelity National Fin Inc.$732,5960.22%14,359CommonSOLE
372284208GNEGenie Energy$731,3800.22%26,000CommonNONE
82836G102SBOWEURSilverbow Resources$727,0000.22%25,000CommonNONE
833034101SNASnap-On Inc.$724,7000.22%2,509CommonSOLE
026874784AIGAmerican Intl Group, Inc.$718,1500.22%10,600CommonSOLE
H11356104BGBunge Limited$688,9840.21%6,825CommonSOLE
87162W100SNXTD Synnex Corporation$679,4500.21%6,314CommonSOLE
853666105SMPStandard Motor Products$676,7700.21%17,000CommonNONE
06652V208BANRBanner Corp.$674,8560.21%12,600CommonNONE
927107409VLGEAVillage Super Market$666,2420.20%25,400CommonNONE
749360400RCMTR C M Technologies$653,4000.20%22,500CommonNONE
81684M104SMLRSemler Scientific Inc$642,2050.20%14,500CommonNONE
G02602103DOXAmdocs Limited$633,5990.19%7,209CommonSOLE
568427108MPXMarine Products Corp$630,4200.19%55,300CommonNONE
774515100RCKYRocky Brands Inc$628,7100.19%20,832CommonNONE
84265V105SCCOSouthern Copper Corp.$611,0970.19%7,100CommonSOLE
37045V100GMGeneral Motors Company$610,6400.19%17,000CommonSOLE
763165107RELLRichardson Electronics$604,7550.18%45,300CommonNONE
67080M103NRIXNurix Therapeutics$593,4000.18%57,500CommonNONE
320557101INBKFirst Internet Bancorp$587,8170.18%24,300CommonNONE
950810101WSBCWesBanco Inc.$586,6190.18%18,700CommonNONE
422819102HSIHeidrick & Struggles$575,8350.18%19,500CommonNONE
40412C101HCAHCA Holdings, Inc.$568,4280.17%2,100CommonSOLE
75134P600METCRamaco Resources Inc$556,6320.17%32,400CommonNONE
16411R208LNGCheniere Energy Inc$546,2720.17%3,200CommonSOLE
720190206PDMPiedmont Office Realty Trust,$543,9150.17%76,500CommonNONE
80706P103SRRKScholar Rock Holdings$530,1600.16%28,200CommonNONE
21871X109CRBGCorebridge FInancial$529,2400.16%24,434CommonSOLE
042735100ARWArrow Electronics Inc$527,1420.16%4,312CommonSOLE
35137L105FOXATwenty-First Century Fox Inc.$527,1170.16%17,766CommonSOLE
51509P103LSEALandsea Homes Corp$526,9140.16%40,100CommonNONE
302130109EXPDExpeditors International of WA$522,1560.16%4,105CommonSOLE
74727A104QCRHQCR Holdings, Inc.$513,8320.16%8,800CommonNONE
617446448MSMorgan Stanley$512,8750.16%5,500CommonSOLE
448947507IDTIDT Corporation Cl B$511,3500.16%15,000CommonNONE
03073E105CORCencora Inc$492,9120.15%2,400CommonSOLE
56585A102MPCMarathon Petroleum Corp$489,5880.15%3,300CommonSOLE
04208T108AHRTArmada Hoffler Properties Inc.$488,6150.15%39,500CommonNONE
74460D109PSAPublic Storage, Inc.$488,0000.15%1,600CommonSOLE
949746101WMT2Wells Fargo & Company$487,2780.15%9,900CommonSOLE
23335Q100DLHCDLH Holdings$485,1000.15%30,800CommonNONE
82835W108SPRYARS Pharmaceutical$479,5000.15%87,500CommonNONE
436440101HO1Hologic Inc.$478,7150.15%6,700CommonSOLE
444144109HDSNHudson Technologies$473,1480.14%35,074CommonNONE
911922102USLMUnited States Lime & Minerals$460,7000.14%2,000CommonNONE
62944T105NVRNVR Inc.$455,0290.14%65CommonSOLE
G4690M101IBEXIbex Ltd$448,6360.14%23,600CommonNONE
68162K106ZEUSOlympic Steel Inc.$446,8900.14%6,700CommonNONE
165167735EXEChesapeake Energy Corp$445,3290.14%5,788CommonSOLE
63888U108NGVCNatural Grocers By Vitamin Cottage Inc$443,2000.14%27,700CommonNONE
91913Y100VLOValero Energy Corporation$442,0000.14%3,400CommonSOLE
369550108GDGeneral Dynamics Corp.$441,4390.13%1,700CommonSOLE
12326C105BFSTBusiness First Bancshares$433,8400.13%17,600CommonNONE
039483102ADMArcher Daniels Midland$433,3200.13%6,000CommonSOLE
693718108PCARPaccar Inc.$429,6600.13%4,400CommonSOLE
70959W103PAGPenske Automotive Group, Inc.$425,5120.13%2,651CommonSOLE
124411109BYByline Bancorp Inc.$424,0800.13%18,000CommonNONE
23753F107DSKEUSDDaseke$423,6300.13%52,300CommonNONE
67103X102OFGOFG Bancorp$423,5240.13%11,300CommonNONE
5168062058LP1Vital Energy$423,0570.13%9,300CommonNONE
022671101AMALAmalgamated Financial$422,9580.13%15,700CommonNONE
88369M101Theseus Pharmaceuticals$420,3900.13%103,800CommonNONE
12621E103CNOCNO Financial Group, Inc.$415,7100.13%14,900CommonSOLE
969904101WSMWilliams-Sonoma Inc.$404,5690.12%2,005CommonSOLE
18270D106CMTGClaros Mortgage Trust$399,3590.12%29,300CommonNONE
12674W109CABACabaletta Bio$392,7100.12%17,300CommonNONE
403949100DINOHF Sinclair Corp$392,3800.12%7,061CommonSOLE
359616109FULCFulcrum Therapeutics$390,1500.12%57,800CommonNONE
740444104PLPCPreformed Line Products$388,1940.12%2,900CommonNONE
394357107GCBCGreene County Bancorp$383,5200.12%13,600CommonNONE
30263Y104FSBWFS Bancorp Inc.$380,6880.12%10,300CommonNONE
216648402Cooper Companies, Inc.$378,4400.12%1,000CommonSOLE
89421Q205TZOOTravelzoo$373,5760.11%39,200CommonNONE
74834L100DGXQuest Diagnostics Inc.$372,6900.11%2,703CommonSOLE
3621LQ109GTHXEURG1 Therapeutics$371,4900.11%121,800CommonNONE
404111106HBTHBT Financial Inc$369,4250.11%17,500CommonNONE
693149106PAMTP.A.M. Transportation$367,8060.11%17,700CommonNONE
46266A109IRMDIradimed Corp.$365,5190.11%7,700CommonNONE
218683100CMTCORE Molding Tech$361,3350.11%19,500CommonNONE
25461T105Direct Digital Holdings$358,6080.11%24,100CommonNONE
46620W201JILLJ.Jill, Inc.$348,0300.11%13,500CommonNONE
210502100CPSSConsumer Portfolio Services$342,9420.10%36,600CommonNONE
98986M103ZYXIQZynex Inc$330,9040.10%30,386CommonNONE
433323102HIFSHingham Institution for Saving$330,4800.10%1,700CommonNONE
452521107IMMRImmersion$328,9960.10%46,600CommonNONE
G35947202FLNGFlex LNG Ltd$328,3780.10%11,300CommonNONE
53635B107LQDTLiquidity Services, Inc.$326,9900.10%19,000CommonNONE
75025X100RLGTRadiant Logistics$324,0320.10%48,800CommonNONE
75902K106RMRegional Management Corp.$310,9920.10%12,400CommonNONE
44952J104CRGYCrescent Energy$310,4350.09%23,500CommonSOLE
501044101KRKroger Company$307,0340.09%6,717CommonSOLE
43689E107HBCPHome Bancorp, Inc.$306,6730.09%7,300CommonNONE
587376104MBWMMercantile Bank Corp$302,8500.09%7,500CommonNONE
22766M109Crossfirst Bancshares$290,6120.09%21,400CommonNONE
92240M108VGREURVector Group Ltd.$288,7680.09%25,600CommonNONE
384637104GHCGraham Holdings Company$280,0010.09%402CommonNONE
682680103OKEONEOK, Inc.$274,8410.08%3,914CommonSOLE
12634H200PMTSCPI Card Group Inc$262,9030.08%13,700CommonNONE
40701T104HBBHamilton Beach Brands$262,3500.08%15,000CommonNONE
344437405FONRFonar Corporation$262,1040.08%13,400CommonNONE
52472M101LEGHLegacy Housing Corporation$257,2440.08%10,200CommonNONE
166764100CVXChevron Corp$253,5720.08%1,700CommonSOLE
667340103NWBINorthwest Bancshares, Inc.$253,3440.08%20,300CommonNONE
525327102LDOSLeidos Holdings, Inc.$249,9260.08%2,309CommonSOLE
591774104MCBMetropolitan Bank Holding Corp$249,2100.08%4,500CommonNONE
68621T102OBKOrigin Bancorp$248,9900.08%7,000CommonNONE
45816D10035YCorecard Corporation$241,2920.07%17,447CommonNONE
88338K103STKSThe ONE Group Hospitality Inc$240,5160.07%39,300CommonNONE
45774W108IIINInsteel Industries Inc$237,3980.07%6,200CommonNONE
43538H103HLLYHolley Inc$224,9940.07%46,200CommonNONE
83088M102SWKSSkyworks Solutions, Inc.$224,8400.07%2,000CommonSOLE
50216C108LYTSLSI Industries$222,4640.07%15,800CommonNONE
583928106MFINMedallion Financial$219,6550.07%22,300CommonNONE
172755100CRUSCirrus Logic Inc.$217,4590.07%2,614CommonSOLE
29460X109EQBKEquity Bancshares$216,9600.07%6,400CommonNONE
03076K108ABCBAmeris Bancorp$212,2000.06%4,000CommonNONE
54738L109LOVELovesac Company$212,0650.06%8,300CommonNONE
192446102CTSHCognizant Tech Solutions$211,4840.06%2,800CommonSOLE
404609109HCKTHackett Group Inc$209,4840.06%9,200CommonNONE
44951W106IESCIES Holdings$205,9720.06%2,600CommonNONE
461147100INTTIntest Corp$204,0000.06%15,000CommonNONE
47012E403JAKKJAKKS Pacific Inc.$202,6350.06%5,700CommonNONE
055645303BRTBRT Apartments Corp$200,7720.06%10,800CommonNONE
828359109SAMGSilvercrest Asset Mgmt Grp$200,6000.06%11,800CommonNONE
745867101PHMPulteGroup, Inc.$196,8410.06%1,907CommonSOLE
29479A108ERASErasca Inc$194,2560.06%91,200CommonNONE
531914109LWAYLifeway Foods$191,7630.06%14,300CommonNONE
703343103PATKPatrick Industries Inc.$190,6650.06%1,900CommonNONE
25065K104DXLGDestination XL Group$187,0000.06%42,500CommonNONE
260557103DOWDow Chemical Company$186,4560.06%3,400CommonSOLE
36116M106FFFutureFuel Corp$183,0080.06%30,100CommonNONE
747525103QCOMQualcomm Inc.$173,5560.05%1,200CommonSOLE
88262P102TPLTexas Pacific Land Trust$172,9700.05%110CommonSOLE
219798105QDELQuidelortho Corp$170,3940.05%2,312CommonSOLE
94188P101WSBFWaterstone Financial, Inc (MD)$168,9800.05%11,900CommonNONE
74365A309PLXProtalix Biotherapeutics$168,5660.05%94,700CommonNONE
18482P103CLFDClearfield Inc.$165,7560.05%5,700CommonNONE
155685100CVCYUSDCentral Valley Community Bancorp$165,3900.05%7,400CommonNONE
520776105DSGRDistribution Solutions Group$164,1120.05%5,200CommonNONE
26929N102EVIEvi Industries$158,9910.05%6,700CommonNONE
06652N107BSVNBank7 Corp$158,6300.05%5,800CommonNONE
293389102EBFEnnis Inc$157,7520.05%7,200CommonNONE
00081T108ACCOAcco Brands Corporation$156,2560.05%25,700CommonNONE
88677Q109TTS1EURTileshop Holdings$154,5600.05%21,000CommonNONE
892231101TSQTownsquare Media Inc.$152,0640.05%14,400CommonNONE
127097103CTRACoterra Energy Inc$150,5680.05%5,900CommonSOLE
56854Q200MRNS*Marinus Pharmaceuticals$147,8320.05%13,600CommonNONE
91359E105UHTUniversal Health Realty Income Trust$147,0500.04%3,400CommonNONE
74251V102PFGPrincipal Financial Group, Inc.$145,3820.04%1,848CommonSOLE
87165B103SYFSynchrony Financial$144,0910.04%3,773CommonSOLE
632347100NATHNathan's Famous Inc$140,4180.04%1,800CommonNONE
87990A106TNYATenaya Therapeutics$140,2920.04%43,300CommonNONE
269796108EGRXEagle Pharmaceuticals Inc$139,1180.04%26,600CommonNONE
843380106SMBCSouthern MO Bancorp$138,8140.04%2,600CommonNONE
453838609IBCPIndependent Bank MI$137,9060.04%5,300CommonNONE
29402E102ELAEnvela Corp$137,5380.04%28,300CommonNONE
108621103BWBBridgewater Bancshares Inc$135,2000.04%10,000CommonNONE
320866106FMBHFirst Mid-Illinois Bancshares$131,7080.04%3,800CommonNONE
597742105MSBIMidland States Bancorp Inc$126,7760.04%4,600CommonNONE
277461406KODKEastman Kodak$125,9700.04%32,300CommonNONE
488152208KELYAKelly Services cl A$125,3960.04%5,800CommonNONE
57633B100MHHMastech Digital$121,3630.04%14,400CommonNONE
217204106CPRTCopart, Inc. (DE)$117,6000.04%2,400CommonSOLE
984241109YMABUSDY-Mabs Therapeutics$111,8480.03%16,400CommonNONE
69353Y103PMVPPMV Pharmaceuticals$105,0900.03%33,900CommonNONE
76122Q105RGPResources Connection$104,8580.03%7,400CommonNONE
68622V106OGNOrganon & Co$104,5020.03%7,247CommonSOLE
75574U101RCReady Capital$102,5000.03%10,000CommonNONE
001228501MITTAG Mortgage Investment Tr$93,9800.03%14,800CommonNONE
45790W108Inozyme Pharma$93,7200.03%22,000CommonNONE
87615L107THTarget HospitalityCorp$91,4620.03%9,400CommonNONE
91705J204Urban One Inc$90,3680.03%25,600CommonNONE
150870103CECelanese Corporation$79,2390.02%510CommonSOLE
03750L109AIRCUSDApartment Income REIT$78,7680.02%2,268CommonSOLE
962149100WEYSWeyco Group Inc.$78,4000.02%2,500CommonNONE
05351W103AGREURAvangrid Inc.$73,0850.02%2,255CommonSOLE
G9087Q102TROXTronox Holdings$69,3840.02%4,900CommonSOLE
126117100CNACNA Financial Corp.$65,5380.02%1,549CommonSOLE
064058100BKBank of New York Mellon Corp.$64,1260.02%1,232CommonSOLE
02005N100ALLYAlly Financial Inc.$59,4340.02%1,702CommonSOLE
90353W103UIUbiquiti Inc.$57,3590.02%411CommonSOLE
172062101CINFCincinnati Financial Corp$53,2820.02%515CommonSOLE
858119100STLDSteel Dynamics Inc.$47,9490.01%406CommonSOLE
04546C205Assertio Holdings$45,6890.01%42,700CommonNONE
12514G108CDWCDW Corporation$45,4640.01%200CommonSOLE
570535104MKLMarkel Corp$44,0170.01%31CommonSOLE
857477103STTState Street Corporation$39,5050.01%510CommonSOLE
902494103TSNTyson Foods$38,7540.01%721CommonSOLE
546347105LPXLouisiana-Pacific Corp$38,5320.01%544CommonSOLE
14316J108CGThe Carlyle Group Inc$37,7200.01%927CommonSOLE
001084102AGCOAgco Corporation$37,5160.01%309CommonSOLE
864159108RGRSturm Ruger & Co. Inc.$36,3600.01%800CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$35,9750.01%500CommonSOLE
316773100FITBFifth Third Bancorp$35,5590.01%1,031CommonSOLE
023586100UHALAmerco$35,1820.01%490CommonSOLE
88162G103TTEKTetra Tech, Inc.$34,3880.01%206CommonSOLE
536797103LADLithia Motors Inc.$33,9160.01%103CommonSOLE
928881101VNTVontier Corp$33,7210.01%976CommonSOLE
68268W103OMFOnemain Holdings Inc$33,3080.01%677CommonSOLE
20602D101CNXCConcentrix Corp.$33,1950.01%338CommonSOLE
887389104TKRTimken Company$32,8620.01%410CommonSOLE
65336K103NXSTNexstar Media Group, Inc. Cl A$32,2910.01%206CommonSOLE
553530106MSMMSC Industrial Direct Co.$30,3780.01%300CommonSOLE
80689H102SNDRSchneider National Inc.$30,1580.01%1,185CommonSOLE
61945C103MOSMosaic Co. (The)$29,5130.01%826CommonSOLE
759509102RSReliance Steel & Aluminum$28,5270.01%102CommonSOLE
64828T201RITMRithm Capital Corp$27,3190.01%2,558CommonSOLE
319383204BUSEFirst Busey Corporation$27,3020.01%1,100CommonSOLE
25659T107DLBDolby Laboratories Inc.$26,7160.01%310CommonSOLE
070830104BBWIBath & Body Works$26,6730.01%618CommonSOLE
876030107TPRTapestry Inc$26,2090.01%712CommonSOLE
47233W109JEFJefferies Financial Group Inc.$24,7710.01%613CommonSOLE
086516101BBYBest Buy Inc.$24,2670.01%310CommonSOLE
G491BT108IVZInvesco Limited$23,8520.01%1,337CommonSOLE
72815L107PLTKPlaytika Holding Corp$21,8520.01%2,506CommonSOLE
23918K108DVADaVita HealthCare Partners Inc$21,4760.01%205CommonSOLE
03743Q108APAApache Corporation$21,2410.01%592CommonSOLE
053774105CARAvis Budget Group, Inc.$21,0940.01%119CommonSOLE
05329W102ANAutoNation Inc.$20,7250.01%138CommonSOLE
515098101LSTRLandstar System Inc.$20,3330.01%105CommonSOLE
302941109FCNFTI Consulting, Inc.$20,3130.01%102CommonSOLE
431284108HIWHighwoods Properties$19,7690.01%861CommonSOLE
680223104ORIOld Republic Int'l Corp$19,7270.01%671CommonSOLE
48020Q107JLLJones Lang LaSalle Incorporated$19,6420.01%104CommonSOLE
42806J700HTZHertz Global Holdings, Inc.$19,4810.01%1,875CommonSOLE
69047Q102OVVOvintiv Inc$19,2810.01%439CommonSOLE
770323103RHIRobert Half Inc.$18,5510.01%211CommonSOLE
95082P105WCCWESCO International, Inc.$18,0840.01%104CommonSOLE
G3922B107GGenpact Limited$17,9450.01%517CommonSOLE
14448C104CARRCarrier Global Corporation$17,2350.01%300CommonSOLE
115637209BF/BBrown-Forman cl B$17,1300.01%300CommonSOLE
530307305LBRDKLiberty Broadband$16,8430.01%209CommonSOLE
57667L107MTCHMatch Group, Inc.$15,1110.00%414CommonSOLE
501889208LKQLKQ Corporation$14,8150.00%310CommonSOLE
460146103IPInternational Paper Co.$14,4600.00%400CommonSOLE
733174700BPOPPopular Inc.$8,2070.00%100CommonSOLE
05561Q201BOKFBOK Financial Corp.$7,4520.00%87CommonSOLE
008252108AMGAffiliated Managers Group$7,2680.00%48CommonSOLE
292562105WIREEUREncore Wire Corporation$7,2620.00%34CommonSOLE
811543107SEBSeaboard Corp$7,1400.00%2CommonSOLE
053807103AVTAvnet Inc.$7,1060.00%141CommonSOLE
651587107NEUNewMarket Corporation$7,0960.00%13CommonSOLE
76171L106REYNReynolds Consumer Product$6,6290.00%247CommonSOLE
90278Q108UFPIUFP Industries$6,4030.00%51CommonSOLE
552848103MTGMGIC Investment Corp.$5,9990.00%311CommonSOLE
86800U104SMCIUSDSuper Miccro Computer$5,9690.00%21CommonSOLE
87901J105TGNATEGNA Inc.$5,9360.00%388CommonSOLE
552676108MDC1USDMDC Holdings Inc$5,6910.00%103CommonSOLE
09739D100BCCBoise Cascade LLC$5,5620.00%43CommonSOLE
185899101CLFCleveland-Cliffs Inc.$5,0640.00%248CommonSOLE
11259V106Brookfield Business$4,8190.00%207CommonSOLE
G3323L100FNFabrinet$4,7580.00%25CommonSOLE
912909108USX1United States Steel Corp$4,6220.00%95CommonSOLE
45765U103NSITInsight Enterprises, Inc.$4,4300.00%25CommonSOLE
077454106BDCBelden Inc.$4,2490.00%55CommonSOLE
31847R102FAFFirst American Financial Corp$4,1890.00%65CommonSOLE
703395103PDCOEURPatterson Companies Inc$4,1250.00%145CommonSOLE
68404L201OPCHOption Care Health$4,1100.00%122CommonSOLE
073685109BECNUSDBeacon Roofing Supply$4,0030.00%46CommonSOLE
29358P101ENSGEnsign Group$3,9270.00%35CommonSOLE
294268107PLUSePlus Inc.$3,9120.00%49CommonSOLE
801056102SANMSanmina Corporation$3,9040.00%76CommonSOLE
001744101AMNAMN Healthcare Services$3,8190.00%51CommonSOLE
03937C105ARCBArcbest Corp$3,7270.00%31CommonSOLE
36251C103GMS1EURGMS Inc$3,7090.00%45CommonSOLE
00187Y100APGAPI Group Corp$3,7020.00%107CommonSOLE
343412102FLRFluor Corporation$3,6820.00%94CommonSOLE
729132100PLXSPlexus Corp.$3,6760.00%34CommonSOLE
G39108108GTESGates Industrial Corp$3,4220.00%255CommonSOLE
146869102CVNACarvana Co$3,3880.00%64CommonSOLE
025676206AELUSDAmerican Equity Investment$3,2920.00%59CommonSOLE
227483104CCRNCross Country Healthcare Inc$3,1240.00%138CommonSOLE
783549108RRyder System Inc.$3,1070.00%27CommonSOLE
007973100AEISAdvanced Energy Industries$3,0500.00%28CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$3,0470.00%10CommonSOLE
87724P106TMHCTaylor Morrison Home Corporation$3,0410.00%57CommonSOLE
191098102COKECoca-Cola Bottling Cl A$2,7850.00%3CommonSOLE
254543101DIODDiodes Inc.$2,7380.00%34CommonSOLE
896288107TNETTrinet Group Inc$2,7350.00%23CommonSOLE
00402L107ASOAcademy Sports and Outdoors$2,7060.00%41CommonSOLE
45778Q107NSPInsperity$2,6960.00%23CommonSOLE
13462K109CWHCamping World Holdings, Inc.$2,6260.00%100CommonSOLE
750491102RDNTRadNet Inc$2,5730.00%74CommonSOLE
750236101RDNRadian Group, Inc.$2,5700.00%90CommonSOLE
861896108SNEXStonex Group$2,5100.00%34CommonSOLE
F21107101CSTMConstellium$2,4750.00%124CommonSOLE
85208M102SFMSprouts Farmers Market$2,4060.00%50CommonSOLE
00653Q102AHCOAdaptHealth Corp$2,3470.00%322CommonSOLE
11284V105Brookfield Renewable Corporation$2,3320.00%81CommonSOLE
041242108ARKOArko Corp$2,3270.00%282CommonSOLE
67098H104OIO-I Glass$2,2440.00%137CommonSOLE
198516106COLMColumbia Sportswear Co.$2,2270.00%28CommonSOLE
69478X105LF2Pacific Premier Bancorp Inc$2,2120.00%76CommonSOLE
86881A100SGRYSurgery Partners$2,2070.00%69CommonSOLE
60783X104MODVQModivcare$2,2000.00%50CommonSOLE
552690109MDUMDU Resources Group$2,1980.00%111CommonSOLE
687793109OSCROscar Health Inc$2,1960.00%240CommonSOLE
624756102MLIMueller Industries, Inc.$2,1690.00%46CommonSOLE
69888T207PARRPar Pacific Holding$2,1460.00%59CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$2,0950.00%99CommonSOLE
G0585R106AGOAssured Guaranty Ltd$2,0200.00%27CommonSOLE
845467109SWN1EURSouthwestern Energy Co.$2,0110.00%307CommonSOLE
G48833118WFRDWeatherford International Public Ltd$1,9570.00%20CommonSOLE
816300107SIGISelective Insurance Group$1,8900.00%19CommonSOLE
465741106ITRIItron Inc.$1,8880.00%25CommonSOLE
50189K103LCIILCI Industries$1,8860.00%15CommonSOLE
78442P106SLMSLM Corp$1,8740.00%98CommonSOLE
679369108OLPXOlaplex Holdings$1,7960.00%707CommonSOLE
74164F103PRIMPrimoris Services Corp.$1,7600.00%53CommonSOLE
55616P104MMacy's Inc.$1,7500.00%87CommonSOLE
33768G107FCFSFirst Cash Fncl Svcs Inc.$1,7340.00%16CommonSOLE
72147K108PPCPilgrims Pride Corp$1,6320.00%59CommonSOLE
01973R101ALSNAllison Transmission Holdings$1,6280.00%28CommonSOLE
G4412G101HLFHerbalife Ltd$1,6180.00%106CommonSOLE
225310101CACCCredit Acceptance Corp$1,5980.00%3CommonSOLE
72346Q104Pinnacle Financial Partners$1,5700.00%18CommonSOLE
76118Y104REZIResideo Technologies Inc$1,5240.00%81CommonSOLE
128030202CALMCal-Maine Foods Inc.$1,4920.00%26CommonSOLE
78377T107RHPRyman Hospitality Properties$1,4310.00%13CommonSOLE
01625V104ALHCAlignment Healthcare$1,4290.00%166CommonSOLE
094235108BLMNBloomin' Brands Inc$1,3790.00%49CommonSOLE
917047102URBNUrban Outfitters Inc$1,3560.00%38CommonSOLE
30190A104FGF&G Annuities and Life Inc$1,3340.00%29CommonSOLE
74319R101PRGProg Holdings$1,2980.00%42CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$1,2270.00%458CommonSOLE
53115L104LBRTLiberty Oilfield Services$1,2150.00%67CommonSOLE
G8192H106SPNTSiriuspoint$1,1950.00%103CommonSOLE
034164103ANDEAndersons Inc.$1,1510.00%20CommonSOLE
535919401LGFEURLions Gate Entertainment Corp$1,1340.00%104CommonSOLE
127055101CBTCabot Corporation$1,0860.00%13CommonSOLE
149150104CATYCathay General Bancorp$1,0700.00%24CommonSOLE
646025106NJRNew Jersey Resources$1,0700.00%24CommonSOLE
829242106SBGISinclair Inc$1,0680.00%82CommonSOLE
680665205OLNOlin Corporation$1,0250.00%19CommonSOLE
29670E107EPRTEssential Properties Realty Trust$9710.00%38CommonSOLE
G4474Y214JHGJanus Henderson Group Plc$8740.00%29CommonSOLE
670002401NVAXNovavax Inc$8300.00%173CommonSOLE
224408104CRCrane Company$8270.00%7CommonSOLE
531229789LM0CLiberty Sirius XM$8060.00%28CommonSOLE
15872M104APY1EURChampionx Corp$7890.00%27CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corporation$7410.00%21CommonSOLE
253393102DKSDicks Sporting Goods Inc$5880.00%4CommonSOLE
689648103OTTROtter Tail Corp$5100.00%6CommonSOLE
35086T109FCPTFour Corners PPTY Trust$4810.00%19CommonSOLE
87161C501SYU1Synovus Financial Corp$4520.00%12CommonSOLE
17243V102CNKCinemark Holdings Inc$4090.00%29CommonSOLE
035710839NLYAnnaly Capital Mgmt.$4070.00%21CommonSOLE
013091103ACIAlbertsons Companies$1380.00%6CommonSOLE

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.