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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ENVA | Enova International | 7.64% | 110,400 | $26,577,000 | -2,620 | -2.32% | $240.73 | 13F |
| CUBI | Customers Bancorp | 5.83% | 256,178 | $20,264,000 | -5,565 | -2.13% | $79.1 | 13F |
| LOCO | El Pollo Loco Holdings | 5.04% | 1,033,917 | $17,535,000 | -23,565 | -2.23% | $16.96 | 13F |
| MYE | Myers Industries | 4.69% | 462,230 | $16,321,000 | -9,030 | -1.92% | $35.31 | 13F |
| AVNW | Aviat Networks | 4.32% | 676,440 | $15,017,000 | -7,886 | -1.15% | $22.2 | 13F |
| ACIC | American Coastal Insurance | 4% | 1,254,880 | $13,929,000 | -18,575 | -1.46% | $11.1 | 13F |
| RM | Regional Management | 3.77% | 318,259 | $13,112,000 | -1,965 | -0.61% | $41.2 | 13F |
| NPKI | NPK International | 3.76% | 820,845 | $13,060,000 | -15,075 | -1.8% | $15.91 | 13F |
| TCBI | Texas Capital Bancshrs | 3.42% | 115,045 | $11,880,000 | -2,505 | -2.13% | $103.26 | 13F |
| DHX | DHI Group | 3.38% | 3,165,444 | $11,744,000 | -209,321 | -6.2% | $3.71 | 13F |
| NBBK | NB Bancorp | 3.32% | 546,600 | $11,550,000 | -6,970 | -1.26% | $21.13 | 13F |
| HRMY | Harmony Biosciences | 3.21% | 306,781 | $11,170,000 | -4,715 | -1.51% | $36.41 | 13F |
| CMT | Core Molding Tech | 3.07% | 452,030 | $10,668,000 | -7,860 | -1.71% | $23.6 | 13F |
| MFIN | Medallion Financial | 2.96% | 1,008,564 | $10,297,000 | -23,740 | -2.3% | $10.21 | 13F |
| EGY | VAALCO Energy | 2.68% | 1,835,340 | $9,324,000 | -47,400 | -2.52% | $5.08 | 13F |
| ADTN | ADTRAN Holdings | 2.28% | 570,542 | $7,931,000 | -464,625 | -44.88% | $13.9 | 13F |
| NAGE | Niagen Bioscience | 1.84% | 2,008,470 | $6,407,000 | -20,685 | -1.02% | $3.19 | 13F |
| GEOS | Geospace Technologies | 1.77% | 907,265 | $6,142,000 | -4,853 | -0.53% | $6.77 | 13F |
| MYFW | First Western Financial | 1.73% | 187,274 | $6,013,000 | -2,820 | -1.48% | $32.11 | 13F |
| DLTH | Duluth Holdings | 0.94% | 726,508 | $3,255,000 | -20,590 | -2.76% | $4.48 | 13F |
| PRIM | Primoris Services Corp | 0.1% | 3,443 | $341,000 | -922 | -21.12% | $99.04 | 13F |
| VPG | Vishay Precision Group | 0.1% | 2,315 | $347,000 | -236,907 | -99.03% | $149.89 | 13F |