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DENALI ADVISORS LLC

Q1 2024 · 13F-HR

DENALI ADVISORS LLCholdings as filed

Filed 2024-04-19 · accession 0001941040-24-000196

$339.6M
Reported value
450
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46817M107JXNJackson Financial$6.0M1.78%91,200CommonNONE
402635502GPORGulfport Energy Corp$5.7M1.68%35,600CommonNONE
09624H208BXCBluelinx Holdings$5.7M1.67%43,443CommonNONE
92645B103VCTRVictory Capital Holdings Inc$5.6M1.65%131,938CommonNONE
781846209RUSHARush Enterprises Inc$5.6M1.64%104,085CommonNONE
29249E109ACTEnact Holdings Inc$5.5M1.61%175,366CommonNONE
156504300CCSCentury Communities, Inc.$5.4M1.58%55,573CommonNONE
397624107GEFGreif Inc cl A$5.3M1.57%77,313CommonNONE
783754104RYZRyerson Holding Corporation$5.3M1.57%159,186CommonNONE
346232101FORForestar Group$5.3M1.55%131,302CommonNONE
65158N102NMRKNewmark Group$5.2M1.53%469,729CommonNONE
871332102SLVMSylvamo Corp$5.1M1.51%83,200CommonNONE
Y1771G102CMRECostamare Inc$5.1M1.51%450,495CommonNONE
320817109FRMEFirst Merchants Corp$5.1M1.50%146,377CommonNONE
69318J100CNXNPC Connection, Inc.$5.1M1.49%76,812CommonNONE
G39637205GOGLGolden Ocean Group$5.1M1.49%390,558CommonNONE
981811102WORWorthington Industries$5.0M1.48%81,021CommonNONE
457030104IMKTAIngles Markets cl A$5.0M1.48%65,495CommonNONE
45781M101INVAInnoviva, Inc.$5.0M1.46%326,086CommonNONE
42234Q102HTLFEURHeartland Financial USA$4.9M1.45%140,096CommonNONE
63938C108NAVINavient Corporation$4.9M1.45%283,000CommonNONE
320209109FFBCFirst Financial Bancorp OH$4.8M1.42%214,600CommonNONE
26154D100DFHDream Finders Homes Inc$4.8M1.41%109,810CommonNONE
254067101DDSDillards Inc cl A$4.7M1.38%9,920CommonNONE
118440106BKEBuckle Inc.$4.6M1.36%114,350CommonNONE
69318G106PBFPBF Energy Inc cl A$4.6M1.35%79,763CommonNONE
64031N108NNINelnet Inc$4.6M1.35%48,510CommonNONE
384637104GHCGraham Holdings Company$4.5M1.31%5,802CommonNONE
G0772R208NTBBank of NT Butterfield LTD$4.4M1.29%137,266CommonNONE
018581108BFHBread Financial Holdings$4.3M1.26%115,174CommonNONE
635017106FIZZNational Beverage Corp$4.0M1.18%84,600CommonNONE
70932M107PFSIPennyMac Financial Service Inc$3.8M1.12%41,600CommonNONE
81619Q105SEMSelect Medical Holdings Corp$3.8M1.11%125,483CommonNONE
336901103SRCE1st Source Corporation$3.7M1.10%71,500CommonNONE
10948W103AAMIBrightsphere Investment Group$3.6M1.06%157,091CommonNONE
828730200SFNCSimmons First National Corp$3.6M1.05%183,800CommonNONE
58844R108MBINMerchants Bancorp$3.5M1.03%81,313CommonNONE
43940T109HOPEHope Bancorp$3.4M1.01%297,700CommonNONE
37247D106GNWGenworth Financial Inc$3.4M1.00%530,300CommonNONE
800363103SD2Sandy Spring Bancorp Inc.$3.1M0.91%133,544CommonNONE
71363P106PRDOPerdoceo Education Corp$2.9M0.85%164,700CommonNONE
G3075P101ESGRUSDEnstar Group Limited$2.9M0.84%9,200CommonNONE
831754106SWBISmith & Wesson Brands$2.8M0.84%164,116CommonNONE
014752109ALXAlexanders Inc.$2.8M0.82%12,900CommonNONE
43114Q105HPKHighpeak Energy$2.8M0.82%177,500CommonNONE
704551100BTUPeabody Energy Corp$2.7M0.81%113,225CommonNONE
00164V103AMCXAMC Networks Inc. cl A$2.7M0.80%224,200CommonNONE
624580106MOVMovado Group Inc.$2.7M0.79%96,400CommonNONE
80007P869SDSandridge Energy, Inc.$2.5M0.74%172,800CommonNONE
031652100AMKRAmkor Technology Inc$2.5M0.72%76,226CommonNONE
03940R107ARCH1USDArch Resources Inc$2.4M0.71%15,100CommonNONE
91388P105ULHUniversal Logistics Holdings,$2.3M0.68%62,731CommonNONE
83545G102SAHSonic Automotive, Inc.$2.1M0.62%36,700CommonNONE
G35947202FLNGFlex LNG Ltd$2.0M0.60%80,600CommonNONE
824889109SCVLShoe Carnival, Inc.$2.0M0.59%55,100CommonNONE
419596101HVTHaverty Furniture$1.9M0.57%56,400CommonNONE
57686G105MATXMatson Inc.$1.9M0.56%17,057CommonNONE
23204G100CUBICustomers Bancorp Inc$1.8M0.54%34,344CommonNONE
37892E102GICGlobal Industrial Co.$1.8M0.52%39,522CommonNONE
389375106GTNGray Television Inc$1.8M0.52%279,919CommonNONE
442487401HOVHovnanian Enterprises Inc.$1.7M0.50%10,906CommonNONE
760281204RBCAARepublic Bancorp KY$1.6M0.46%30,400CommonNONE
67011P100DNOWDnow Inc$1.4M0.41%92,700CommonNONE
479167108JOUTJohnson Outdoors Inc.$1.4M0.41%30,300CommonNONE
82836G102SBOWEURSilverbow Resources$1.4M0.41%40,600CommonNONE
948849104WMKWeis Markets Inc.$1.4M0.41%21,400CommonNONE
12662P108CVICVR Energy, Inc.$1.3M0.39%37,572CommonNONE
92240M108VGREURVector Group Ltd.$1.3M0.39%121,200CommonNONE
46625H100JPMJPMorgan Chase & Co.$1.2M0.36%6,100CommonSOLE
084670702BRK/BBerkshire Hathaway cl B$1.2M0.36%2,900CommonSOLE
90328M107USNAUSANA Health Sciences, Inc.$1.2M0.35%24,700CommonNONE
30231G102XOMExxon Mobil Corporation$1.2M0.35%10,100CommonSOLE
74727A104QCRHQCR Holdings, Inc.$1.1M0.33%18,600CommonNONE
36162J106GEOGeo Group Inc$1.1M0.33%79,200CommonNONE
02079K305GOOGLAlphabet Inc. Class A$1.1M0.32%7,100CommonSOLE
21871X109CRBGCorebridge FInancial$1.1M0.32%37,249CommonSOLE
G9456A100GLNGGolar LNG Ltd$1.0M0.31%43,600CommonNONE
060505104BACBank of America Corp$1.0M0.31%27,500CommonSOLE
58470H101MEDMedifast Inc$1.0M0.30%26,413CommonNONE
89854H102TTECTTEC Holdings Inc.$1.0M0.30%97,293CommonNONE
026874784AIGAmerican Intl Group, Inc.$969,3080.29%12,400CommonSOLE
166764100CVXChevron Corp$962,2140.28%6,100CommonSOLE
50105F105KROKronos Worldwide Inc.$952,2600.28%80,700CommonNONE
853666105SMPStandard Motor Products$946,1100.28%28,200CommonNONE
40434L105HPQHP Inc.$943,0760.28%31,207CommonSOLE
526057104LENLennar Corp cl A$933,3350.27%5,427CommonSOLE
670346105NUENucor Corporation$914,1000.27%4,619CommonSOLE
960413102WLKWestlake Corporation$905,3400.27%5,925CommonSOLE
38141G104GSGoldman Sachs Group Inc$877,1490.26%2,100CommonSOLE
N53745100LYBLyondellBasell Industries cl A$853,1170.25%8,341CommonSOLE
001055102AFLAFLAC INC COM$844,5190.25%9,836CommonSOLE
320557101INBKFirst Internet Bancorp$844,1820.25%24,300CommonNONE
319383204BUSEFirst Busey Corporation$839,3450.25%34,900CommonNONE
568427108MPXMarine Products Corp$829,5500.24%70,600CommonNONE
92343V104VZVerizon Communications, Inc.$822,4160.24%19,600CommonSOLE
962166104WYWeyerhaeuser Co$822,1950.24%22,896CommonSOLE
37045V100GMGeneral Motors Company$820,8350.24%18,100CommonSOLE
717081103PFEPfizer Inc.$810,3000.24%29,200CommonSOLE
40412C101HCAHCA Holdings, Inc.$800,4720.24%2,400CommonSOLE
886029206THRYThryv Holdings$792,2770.23%35,640CommonNONE
50060P106KOPKoppers Holdings Inc.$772,3800.23%14,000CommonNONE
04914Y102ATLCAtlanticus Holdings$770,5240.23%26,040CommonNONE
12621E103CNOCNO Financial Group, Inc.$769,4400.23%28,000CommonNONE
48563L101KRTKarat Packaging$761,0260.22%26,600CommonNONE
13123X508CPE*Callon Petroleum Co.$733,0800.22%20,500CommonSOLE
927107409VLGEAVillage Super Market$726,6940.21%25,400CommonNONE
022671101AMALAmalgamated Financial$720,0000.21%30,000CommonNONE
87162W100SNXTD Synnex Corporation$702,8030.21%6,214CommonSOLE
H11356104BGBunge Limited$699,6990.21%6,825CommonSOLE
013091103ACIAlbertsons Companies$695,6420.20%32,446CommonSOLE
84265V105SCCOSouthern Copper Corp.$681,7280.20%6,400CommonSOLE
29082K105EMBCEmbecta Corp$674,1160.20%50,800CommonNONE
254709108DFSEURDiscover Financial Services$670,6560.20%5,116CommonSOLE
74052F108Premier Financial$669,9000.20%33,000CommonNONE
56585A102MPCMarathon Petroleum Corp$664,9500.20%3,300CommonSOLE
693718108PCARPaccar Inc.$656,6170.19%5,300CommonSOLE
422819102HSIHeidrick & Struggles$656,3700.19%19,500CommonNONE
587376104MBWMMercantile Bank Corp$654,3300.19%17,000CommonNONE
62944T105NVRNVR Inc.$647,9970.19%80CommonSOLE
20786W107CNOBConnectOne Bancorp Inc$645,4500.19%33,100CommonNONE
70959W103PAGPenske Automotive Group, Inc.$624,6330.18%3,856CommonSOLE
G02602103DOXAmdocs Limited$624,5470.18%6,911CommonSOLE
14040H105COFCapital One Financial Corp.$610,4490.18%4,100CommonSOLE
51509P103LSEALandsea Homes Corp$582,6530.17%40,100CommonNONE
74251V102PFGPrincipal Financial Group, Inc.$573,7890.17%6,648CommonSOLE
774515100RCKYRocky Brands Inc$565,1720.17%20,832CommonNONE
31620R303FNFFidelity National Fin Inc.$564,8780.17%10,638CommonSOLE
302130109EXPDExpeditors International of WA$560,3160.16%4,609CommonSOLE
40701T104HBBHamilton Beach Brands$548,1000.16%22,500CommonNONE
216648501COOCooper Companies, Inc.$538,5500.16%5,308CommonSOLE
401617105GU9Guess Inc.$519,2550.15%16,500CommonNONE
16411R208LNGCheniere Energy Inc$516,0960.15%3,200CommonSOLE
950810101WSBCWesBanco Inc.$515,7130.15%17,300CommonNONE
740444104PLPCPreformed Line Products$514,6800.15%4,000CommonNONE
833034101SNASnap-On Inc.$506,2400.15%1,709CommonSOLE
88830M102TWITitan International Inc.$505,8760.15%40,600CommonNONE
63888U108NGVCNatural Grocers By Vitamin Cottage Inc$499,9850.15%27,700CommonNONE
Y7388L103SBSafe Bulkers$497,9840.15%100,400CommonNONE
749360400RCMTR C M Technologies$480,8250.14%22,500CommonNONE
369550108GDGeneral Dynamics Corp.$480,2330.14%1,700CommonSOLE
042735100ARWArrow Electronics Inc$469,4220.14%3,626CommonSOLE
218683100CMTCORE Molding Tech$467,5710.14%24,700CommonNONE
29460X109EQBKEquity Bancshares$467,4320.14%13,600CommonNONE
36266G107GEHCGE Healthcare Technologies$454,5500.13%5,000CommonSOLE
969904101WSMWilliams-Sonoma Inc.$445,4950.13%1,403CommonSOLE
526107107LIILennox International Inc.$439,8840.13%900CommonSOLE
76665T102REPXRily Exploration Permian$435,6000.13%13,200CommonNONE
36116M106FFFutureFuel Corp$433,0900.13%53,800CommonNONE
46620W201JILLJ.Jill, Inc.$431,5950.13%13,500CommonNONE
81684M104SMLRSemler Scientific Inc$423,5450.12%14,500CommonNONE
448947507IDTIDT Corporation Cl B$419,6910.12%11,100CommonNONE
763165107RELLRichardson Electronics$417,2130.12%45,300CommonNONE
04208T108AHRTArmada Hoffler Properties Inc.$410,8000.12%39,500CommonNONE
23335Q100DLHCDLH Holdings$408,7160.12%30,800CommonNONE
89421Q205TZOOTravelzoo$399,0560.12%39,200CommonNONE
12326C105BFSTBusiness First Bancshares$392,1280.12%17,600CommonNONE
394357107GCBCGreene County Bancorp$391,5440.12%13,600CommonNONE
03073E105CORCencora Inc$388,7840.11%1,600CommonSOLE
L72967109OECOrion Engineered Carbons$383,3760.11%16,300CommonNONE
039483102ADMArcher Daniels Midland$383,1410.11%6,100CommonSOLE
15643U104LEUCentrus Energy$382,6570.11%9,214CommonNONE
98986M103ZYXIQZynex Inc$374,8110.11%30,300CommonNONE
693149106PAMTP.A.M. Transportation$374,4510.11%23,100CommonNONE
3621LQ109GTHXEURG1 Therapeutics$371,9520.11%86,100CommonNONE
35137L105FOXATwenty-First Century Fox Inc.$371,0500.11%11,866CommonSOLE
436440101HO1Hologic Inc.$366,4120.11%4,700CommonSOLE
G4690M101IBEXIbex Ltd$364,1480.11%23,600CommonNONE
165167735EXEChesapeake Energy Corp$362,9590.11%4,086CommonSOLE
720190206PDMPiedmont Office Realty Trust,$358,5300.11%51,000CommonNONE
30263Y104FSBWFS Bancorp Inc.$357,5130.11%10,300CommonNONE
403949100DINOHF Sinclair Corp$354,3120.10%5,869CommonSOLE
583928106MFINMedallion Financial$353,5770.10%44,700CommonNONE
53635B107LQDTLiquidity Services, Inc.$353,4000.10%19,000CommonNONE
28036F105EWTXEdgewise Therapeutics$350,2080.10%19,200CommonNONE
452521107IMMRImmersion$348,5680.10%46,600CommonNONE
83088M102SWKSSkyworks Solutions, Inc.$347,4910.10%3,208CommonSOLE
344437405FONRFonar Corporation$343,8960.10%16,100CommonNONE
87165B103SYFSynchrony Financial$339,0090.10%7,862CommonSOLE
444144109HDSNHudson Technologies$335,5190.10%30,474CommonNONE
404111106HBTHBT Financial Inc$333,2000.10%17,500CommonNONE
5168062058LP1Vital Energy$331,0020.10%6,300CommonNONE
00108J109ACMRACM Research Inc$329,2820.10%11,300CommonNONE
404030108HEESEURH&E Equipment Services$320,9000.09%5,000CommonNONE
44951W106IESCIES Holdings$316,2640.09%2,600CommonNONE
077347300BELFBBel Fuse cl B$313,6120.09%5,200CommonNONE
192446102CTSHCognizant Tech Solutions$308,6240.09%4,211CommonSOLE
75902K106RMRegional Management Corp.$300,2040.09%12,400CommonNONE
433323102HIFSHingham Institution for Saving$296,5820.09%1,700CommonNONE
76029N106REPLReplimune Group$296,5710.09%36,300CommonNONE
22766M109Crossfirst Bancshares$296,1760.09%21,400CommonNONE
12674W109CABACabaletta Bio$295,1380.09%17,300CommonNONE
75382E109Rapt Therapeutics$292,7480.09%32,600CommonNONE
31931U102FRBAFirst Bank$292,6620.09%21,300CommonNONE
12634H200PMTSCPI Card Group Inc$291,1180.09%16,300CommonNONE
65487U108NKTXNikarta$286,4650.08%26,500CommonNONE
43689E107HBCPHome Bancorp, Inc.$279,6630.08%7,300CommonNONE
75134P600METCRamaco Resources Inc$279,5440.08%16,600CommonNONE
45783Q100NOTVInotiv Inc$276,7820.08%25,300CommonNONE
210502100CPSSConsumer Portfolio Services$276,6960.08%36,600CommonNONE
84470P109SBSISouthside Bancshares$265,9930.08%9,100CommonNONE
75025X100RLGTRadiant Logistics$264,4960.08%48,800CommonNONE
06652N107BSVNBank7 Corp$262,2600.08%9,300CommonNONE
74460D109PSAPublic Storage, Inc.$261,0540.08%900CommonSOLE
359616109FULCFulcrum Therapeutics$255,8240.08%27,100CommonNONE
745867101PHMPulteGroup, Inc.$254,3880.07%2,109CommonSOLE
46266A109IRMDIradimed Corp.$250,7430.07%5,700CommonNONE
531914109LWAYLifeway Foods$246,2460.07%14,300CommonNONE
88677Q109TTS1EURTileshop Holdings$240,4260.07%34,200CommonNONE
525327102LDOSLeidos Holdings, Inc.$237,1420.07%1,809CommonSOLE
45774W108IIINInsteel Industries Inc$236,9640.07%6,200CommonNONE
25461T105Direct Digital Holdings$234,6960.07%15,400CommonNONE
03828A101APLTApplied Therapeutics$228,4800.07%33,600CommonNONE
87990A106TNYATenaya Therapeutics$226,4590.07%43,300CommonNONE
277461406KODKEastman Kodak$223,7400.07%45,200CommonNONE
56117J100MBUUMalibu Boats Inc$220,7280.06%5,100CommonNONE
453838609IBCPIndependent Bank MI$220,5450.06%8,700CommonNONE
949746101WMT2Wells Fargo & Company$220,2480.06%3,800CommonSOLE
52472M101LEGHLegacy Housing Corporation$219,5040.06%10,200CommonNONE
88338K103STKSThe ONE Group Hospitality Inc$218,9010.06%39,300CommonNONE
G0450A105ACGLArch Capital Group Ltd.$213,9990.06%2,315CommonSOLE
87615L107THTarget HospitalityCorp$210,8780.06%19,400CommonNONE
03969T109ARCTArcturus Therapeutics Holdings$209,3740.06%6,200CommonNONE
43538H103HLLYHolley Inc$206,0520.06%46,200CommonNONE
704699107PGCPeapack-Gladstone Financial Corp$204,3720.06%8,400CommonNONE
54300N103Longboard Pharmaceuticals$200,8800.06%9,300CommonNONE
461147100INTTIntest Corp$198,7500.06%15,000CommonNONE
68162K106ZEUSOlympic Steel Inc.$198,4640.06%2,800CommonNONE
91359E105UHTUniversal Health Realty Income Trust$198,2340.06%5,400CommonNONE
260557103DOWDow Chemical Company$196,9620.06%3,400CommonSOLE
45816D10035YCorecard Corporation$192,7890.06%17,447CommonNONE
019330109ALNTAllient Inc$189,1040.06%5,300CommonNONE
29479A108ERASErasca Inc$187,8720.06%91,200CommonNONE
828359109SAMGSilvercrest Asset Mgmt Grp$186,5580.05%11,800CommonNONE
172755100CRUSCirrus Logic Inc.$186,2310.05%2,012CommonSOLE
14843C105CSTLCastle Biosciences$186,0600.05%8,400CommonNONE
217204106CPRTCopart, Inc. (DE)$185,3440.05%3,200CommonSOLE
520776105DSGRDistribution Solutions Group$184,4960.05%5,200CommonNONE
055645303BRTBRT Apartments Corp$181,4400.05%10,800CommonNONE
H2906T109GRMNGarmin Ltd$179,2390.05%1,204CommonSOLE
95075A107HOWLWerewolf Therapeutics$172,3680.05%26,600CommonNONE
45790W108Inozyme Pharma$168,5200.05%22,000CommonNONE
26929N102EVIEvi Industries$166,8300.05%6,700CommonNONE
861896108SNEXStonex Group$163,7760.05%2,331CommonNONE
04546C205Assertio Holdings$158,4760.05%165,200CommonNONE
01438T106ALDXAldeyra Therapeutics$154,6710.05%47,300CommonNONE
29271Q103ESOAEnergy Services of America$154,2750.05%18,700CommonNONE
25065K104DXLGDestination XL Group$153,0000.05%42,500CommonNONE
962149100WEYSWeyco Group Inc.$149,8360.04%4,700CommonNONE
293389102EBFEnnis Inc$147,6720.04%7,200CommonNONE
155685100CVCYUSDCentral Valley Community Bancorp$147,1860.04%7,400CommonNONE
Y8564W103Teekay Corporation$146,3280.04%20,100CommonNONE
94188P101WSBFWaterstone Financial, Inc (MD)$144,8230.04%11,900CommonNONE
00081T108ACCOAcco Brands Corporation$144,1770.04%25,700CommonNONE
47012E403JAKKJAKKS Pacific Inc.$140,7900.04%5,700CommonNONE
269796108EGRXEagle Pharmaceuticals Inc$139,3840.04%26,600CommonNONE
372284208GNEGenie Energy$137,2280.04%9,100CommonNONE
64110D104NTAPNetApp, Inc.$136,4610.04%1,300CommonSOLE
29402E102ELAEnvela Corp$130,7460.04%28,300CommonNONE
57633B100MHHMastech Digital$129,6000.04%14,400CommonNONE
68621F102ORGOOrganogenesis Holdings Inc$129,2200.04%45,500CommonNONE
89157D105TRMLTourmaline Bio$128,2400.04%5,600CommonNONE
632347100NATHNathan's Famous Inc$127,4400.04%1,800CommonNONE
339382103FLXSFlexsteel Industries Inc.$126,8200.04%3,400CommonNONE
56854Q200MRNS*Marinus Pharmaceuticals$122,9440.04%13,600CommonNONE
50216C108LYTSLSI Industries$120,9600.04%8,000CommonNONE
747525103QCOMQualcomm Inc.$118,5100.03%700CommonSOLE
108621103BWBBridgewater Bancshares Inc$116,4000.03%10,000CommonNONE
597742105MSBIMidland States Bancorp Inc$115,5980.03%4,600CommonNONE
227483104CCRNCross Country Healthcare Inc$102,9600.03%5,500CommonSOLE
09062X103BIIBBiogen Inc.$86,2520.03%400CommonSOLE
G9087Q102TROXTronox Holdings$85,0150.03%4,900CommonSOLE
05351W103AGREURAvangrid Inc.$82,5370.02%2,265CommonSOLE
858119100STLDSteel Dynamics Inc.$76,0420.02%513CommonSOLE
88162G103TTEKTetra Tech, Inc.$74,9920.02%406CommonSOLE
03750L109AIRCUSDApartment Income REIT$74,5190.02%2,295CommonSOLE
064058100BKBank of New York Mellon Corp.$71,1610.02%1,235CommonSOLE
150870103CECelanese Corporation$70,4630.02%410CommonSOLE
126117100CNACNA Financial Corp.$70,3560.02%1,549CommonSOLE
G8473T100STESteris PLC$67,4460.02%300CommonSOLE
02005N100ALLYAlly Financial Inc.$56,5010.02%1,392CommonSOLE
416515104HIGHartford Financial Services$52,3490.02%508CommonSOLE
78467J100SSNCSS&C Technologies Hldgs Inc.$51,4960.02%800CommonSOLE
172062101CINFCincinnati Financial Corp$51,2820.02%413CommonSOLE
690742101OCOwens Corning Inc.$50,0400.01%300CommonSOLE
570535104MKLMarkel Corp$45,6440.01%30CommonSOLE
546347105LPXLouisiana-Pacific Corp$43,5490.01%519CommonSOLE
354613101BENFranklin Resources Inc$43,5420.01%1,549CommonSOLE
008252108AMGAffiliated Managers Group$42,5370.01%254CommonSOLE
902494103TSNTyson Foods$42,3440.01%721CommonSOLE
05329W102ANAutoNation Inc.$41,0640.01%248CommonSOLE
74834L100DGXQuest Diagnostics Inc.$39,9330.01%300CommonSOLE
857477103STTState Street Corporation$39,4330.01%510CommonSOLE
001084102AGCOAgco Corporation$38,1360.01%310CommonSOLE
913903100UHSUniversal Health Services$37,4040.01%205CommonSOLE
864159108RGRSturm Ruger & Co. Inc.$36,9200.01%800CommonSOLE
887389104TKRTimken Company$35,8460.01%410CommonSOLE
759509102RSReliance Inc.$34,0860.01%102CommonSOLE
876030107TPRTapestry Inc$33,9480.01%715CommonSOLE
928881101VNTVontier Corp$33,8840.01%747CommonSOLE
233331107DTEDTE Energy Corp.$33,6420.01%300CommonSOLE
086516101BBYBest Buy Inc.$33,6320.01%410CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$32,2770.01%408CommonSOLE
023586100UHALAmerco$32,0140.01%474CommonSOLE
536797103LADLithia Motors Inc.$31,2890.01%104CommonSOLE
316773100FITBFifth Third Bancorp$30,9220.01%831CommonSOLE
68268W103OMFOnemain Holdings Inc$30,2450.01%592CommonSOLE
553530106MSMMSC Industrial Direct Co.$29,1120.01%300CommonSOLE
64828T201RITMRithm Capital Corp$28,5470.01%2,558CommonSOLE
23918K108DVADaVita HealthCare Partners Inc$28,3000.01%205CommonSOLE
053774105CARAvis Budget Group, Inc.$28,2880.01%231CommonSOLE
91705J204Urban One Inc$27,7440.01%13,600CommonNONE
80689H102SNDRSchneider National Inc.$27,3720.01%1,209CommonSOLE
68622V106OGNOrganon & Co$26,8840.01%1,430CommonSOLE
69047Q102OVVOvintiv Inc$26,4690.01%510CommonSOLE
25659T107DLBDolby Laboratories Inc.$25,9690.01%310CommonSOLE
61945C103MOSMosaic Co. (The)$25,9680.01%800CommonSOLE
025537101AEPAmerican Electric Power$25,8300.01%300CommonSOLE
12514G108CDWCDW Corporation$25,5780.01%100CommonSOLE
680223104ORIOld Republic Int'l Corp$23,9920.01%781CommonSOLE
20602D101CNXCConcentrix Corp.$23,1110.01%349CommonSOLE
42806J700HTZHertz Global Holdings, Inc.$22,5580.01%2,881CommonSOLE
G491BT108IVZInvesco Limited$22,1810.01%1,337CommonSOLE
12008R107BLDRBuilders FirstSource Inc$21,4810.01%103CommonSOLE
070830104BBWIBath & Body Works$20,6580.01%413CommonSOLE
48020Q107JLLJones Lang LaSalle Incorporated$20,2890.01%104CommonSOLE
515098101LSTRLandstar System Inc.$20,2400.01%105CommonSOLE
26210C104DBXDropbox Inc$20,0230.01%824CommonSOLE
65336K103NXSTNexstar Media Group, Inc. Cl A$17,9180.01%104CommonSOLE
95082P105WCCWESCO International, Inc.$17,8130.01%104CommonSOLE
72815L107PLTKPlaytika Holding Corp$17,6670.01%2,506CommonSOLE
45337C102INCYIncyte Corp$17,6040.01%309CommonSOLE
14448C104CARRCarrier Global Corporation$17,4390.01%300CommonSOLE
902681105UGIUGI Corp$17,1780.01%700CommonSOLE
G3922B107GGenpact Limited$17,0350.01%517CommonSOLE
770323103RHIRobert Half Inc.$16,7280.00%211CommonSOLE
501889208LKQLKQ Corporation$16,5570.00%310CommonSOLE
885160101THOThor Industries Inc.$12,3210.00%105CommonSOLE
29364G103ETREntergy Corp$10,5680.00%100CommonSOLE
05561Q201BOKFBOK Financial Corp.$8,0040.00%87CommonSOLE
053807103AVTAvnet Inc.$7,9330.00%160CommonSOLE
733174700BPOPPopular Inc.$7,8400.00%89CommonSOLE
783549108RRyder System Inc.$7,6920.00%64CommonSOLE
76171L106REYNReynolds Consumer Product$7,0540.00%247CommonSOLE
552848103MTGMGIC Investment Corp.$6,9540.00%311CommonSOLE
073685109BECNUSDBeacon Roofing Supply$6,8610.00%70CommonSOLE
09739D100BCCBoise Cascade LLC$6,5950.00%43CommonSOLE
811543107SEBSeaboard Corp$6,4480.00%2CommonSOLE
45765U103NSITInsight Enterprises, Inc.$6,3080.00%34CommonSOLE
87901J105TGNATEGNA Inc.$6,1700.00%413CommonSOLE
G3198U102ESNTEssent Group$5,6530.00%95CommonSOLE
36251C103GMS1EURGMS Inc$5,5480.00%57CommonSOLE
801056102SANMSanmina Corporation$5,4720.00%88CommonSOLE
86800U104SMCIUSDSuper Miccro Computer$5,0500.00%5CommonSOLE
11259V106Brookfield Business$4,9970.00%207CommonSOLE
703395103PDCOEURPatterson Companies Inc$4,9220.00%178CommonSOLE
729132100PLXSPlexus Corp.$4,8360.00%51CommonSOLE
185899101CLFCleveland-Cliffs Inc.$4,7070.00%207CommonSOLE
68404L201OPCHOption Care Health$4,6960.00%140CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$4,6760.00%16CommonSOLE
30190A104FGF&G Annuities and Life Inc$4,6630.00%115CommonSOLE
001744101AMNAMN Healthcare Services$4,6260.00%74CommonSOLE
343412102FLRFluor Corporation$4,6090.00%109CommonSOLE
00187Y100APGAPI Group Corp$4,5550.00%116CommonSOLE
077454106BDCBelden Inc.$4,4450.00%48CommonSOLE
20337X109VISNCommscope Holding$4,4190.00%3,373CommonSOLE
29358P101ENSGEnsign Group$4,3550.00%35CommonSOLE
03743Q108APAAPA Corp$4,1600.00%121CommonSOLE
624756102MLIMueller Industries, Inc.$4,0990.00%76CommonSOLE
G3323L100FNFabrinet$3,9690.00%21CommonSOLE
31847R102FAFFirst American Financial Corp$3,9680.00%65CommonSOLE
294268107PLUSePlus Inc.$3,9270.00%50CommonSOLE
45778Q107NSPInsperity$3,8360.00%35CommonSOLE
86881A100SGRYSurgery Partners$3,4600.00%116CommonSOLE
912909108USX1United States Steel Corp$3,4260.00%84CommonSOLE
750491102RDNTRadNet Inc$3,3580.00%69CommonSOLE
465741106ITRIItron Inc.$3,3310.00%36CommonSOLE
00653Q102AHCOAdaptHealth Corp$3,2800.00%285CommonSOLE
146869102CVNACarvana Co$3,2530.00%37CommonSOLE
85208M102SFMSprouts Farmers Market$3,2240.00%50CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$3,1210.00%121CommonSOLE
74164F103PRIMPrimoris Services Corp.$3,1080.00%73CommonSOLE
72147K108PPCPilgrims Pride Corp$3,0890.00%90CommonSOLE
G0585R106AGOAssured Guaranty Ltd$2,9670.00%34CommonSOLE
78442P106SLMSLM Corp$2,9200.00%134CommonSOLE
041242108ARKOArko Corp$2,8040.00%492CommonSOLE
552690109MDUMDU Resources Group$2,7970.00%111CommonSOLE
13462K109CWHCamping World Holdings, Inc.$2,7850.00%100CommonSOLE
896288107TNETTrinet Group Inc$2,7820.00%21CommonSOLE
00402L107ASOAcademy Sports and Outdoors$2,7690.00%41CommonSOLE
F21107101CSTMConstellium$2,7420.00%124CommonSOLE
880779103TEXTerex Corp.$2,6400.00%41CommonSOLE
30050B101EVHEvolent Health Inc$2,5580.00%78CommonSOLE
87265H109T86Tri Pointe Group$2,5520.00%66CommonSOLE
191098102COKECoca-Cola Bottling Cl A$2,5390.00%3CommonSOLE
917047102URBNUrban Outfitters Inc$2,4320.00%56CommonSOLE
03937C105ARCBArcbest Corp$2,2800.00%16CommonSOLE
198516106COLMColumbia Sportswear Co.$2,2730.00%28CommonSOLE
67098H104OIO-I Glass$2,2730.00%137CommonSOLE
01973R101ALSNAllison Transmission Holdings$2,2720.00%28CommonSOLE
225310101CACCCredit Acceptance Corp$2,2060.00%4CommonSOLE
69888T207PARRPar Pacific Holding$2,1870.00%59CommonSOLE
33768G107FCFSFirst Cash Fncl Svcs Inc.$2,0410.00%16CommonSOLE
G4412G101HLFHerbalife Ltd$2,0200.00%201CommonSOLE
11284V105Brookfield Renewable Corporation$1,9900.00%81CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$1,8820.00%756CommonSOLE
G8192H106SPNTSiriuspoint$1,8560.00%146CommonSOLE
90278Q108UFPIUFP Industries$1,8450.00%15CommonSOLE
76118Y104REZIResideo Technologies Inc$1,8160.00%81CommonSOLE
55616P104MMacy's Inc.$1,7390.00%87CommonSOLE
G48833118WFRDWeatherford International Public Ltd$1,7310.00%15CommonSOLE
531229789LM0CLiberty Sirius XM$1,7230.00%58CommonSOLE
60783X104MODVQModivcare$1,5480.00%66CommonSOLE
72346Q104Pinnacle Financial Partners$1,5460.00%18CommonSOLE
687793109OSCROscar Health Inc$1,5320.00%103CommonSOLE
128030202CALMCal-Maine Foods Inc.$1,5300.00%26CommonSOLE
01625V104ALHCAlignment Healthcare$1,5030.00%303CommonSOLE
78377T107RHPRyman Hospitality Properties$1,5030.00%13CommonSOLE
74319R101PRGProg Holdings$1,4460.00%42CommonSOLE
043436104ABGAsbury Automotive Group$1,4150.00%6CommonSOLE
094235108BLMNBloomin' Brands Inc$1,4050.00%49CommonSOLE
74276R102PRVAPrivia Health Group Inc$1,3910.00%71CommonSOLE
53115L104LBRTLiberty Oilfield Services$1,3880.00%67CommonSOLE
679369108OLPXOlaplex Holdings$1,3570.00%707CommonSOLE
127055101CBTCabot Corporation$1,1990.00%13CommonSOLE
750236101RDNRadian Group, Inc.$1,1710.00%35CommonSOLE
G39108108GTESGates Industrial Corp$1,1510.00%65CommonSOLE
034164103ANDEAndersons Inc.$1,1470.00%20CommonSOLE
G85158106STNEStoneCo Ltd$1,1460.00%69CommonSOLE
845467109SWN1EURSouthwestern Energy Co.$1,1220.00%148CommonSOLE
680665205OLNOlin Corporation$1,1170.00%19CommonSOLE
535919401LGFEURLions Gate Entertainment Corp$1,0350.00%104CommonSOLE
646025106NJRNew Jersey Resources$1,0300.00%24CommonSOLE
29670E107EPRTEssential Properties Realty Trust$1,0130.00%38CommonSOLE
431284108HIWHighwoods Properties$9690.00%37CommonSOLE
15872M104APY1EURChampionx Corp$9690.00%27CommonSOLE
G4474Y214JHGJanus Henderson Group Plc$9540.00%29CommonSOLE
928377100VSTOEURVista Outdoor$9510.00%29CommonSOLE
149150104CATYCathay General Bancorp$9080.00%24CommonSOLE
278768106SATSEchoStar Corp.$8410.00%59CommonSOLE
224408104CRCrane Company$8110.00%6CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corporation$7570.00%21CommonSOLE
N20944109CNHCNH Industrial N.V.$7390.00%57CommonSOLE
829242106SBGISinclair Inc$6740.00%50CommonSOLE
784730103SSRMSSR Mining Inc$6420.00%144CommonSOLE
651587107NEUNewMarket Corporation$6350.00%1CommonSOLE
14316J108CGThe Carlyle Group Inc$6100.00%13CommonSOLE
63633D104NHINational Health Investors$5650.00%9CommonSOLE
17243V102CNKCinemark Holdings Inc$5210.00%29CommonSOLE
689648103OTTROtter Tail Corp$5180.00%6CommonSOLE
530307305LBRDKLiberty Broadband$5150.00%9CommonSOLE

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.