- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TDW | Tidewater Inc. | 12.49% | 921,181 | $76,964,673 | 48,110 | 5.51% | $83.55 | 13F |
| BCC | Boise Cascade Company | 6.92% | 562,021 | $42,629,293 | 132,022 | 30.7% | $75.85 | 13F |
| UHALB | U-Haul Holding Company | 2.06% | 284,375 | $12,703,031 | 25,129 | 9.69% | $44.67 | 13F |
| FSV | FirstService Corp. | 1.14% | 50,452 | $7,009,801 | 31,738 | 169.59% | $138.94 | 13F |
| OSG | Octave Specialty Group | 1.01% | 1,341,211 | $6,236,631 | 559,118 | 71.49% | $4.65 | 13F |
| ALG | Alamo Group, Inc. | 0.92% | 34,332 | $5,663,750 | 10,323 | 43% | $164.97 | 13F |
| ICFI | ICF International, Inc. | 0.76% | 71,736 | $4,683,643 | 18,872 | 35.7% | $65.29 | 13F |
| OCFC | OceanFirst Financial Trust | 0.72% | 246,662 | $4,449,782 | 53,855 | 27.93% | $18.04 | 13F |
| FLG | Flagstar Bank | 0.71% | 331,241 | $4,362,444 | 113,936 | 52.43% | $13.17 | 13F |
| BXC | Bluelinx Holdings Inc. | 0.57% | 64,369 | $3,487,512 | 30 | 0.05% | $54.18 | 13F |