Q1 2022 Holdings
Filed 2022-04-20 | 154 holdings | $8.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dana Inc.(DAN) | COM | 235825205 | $882.0K | 50,171 | 9.9% |
| Agilysys, Inc.(AGYS) | COM | 00847J105 | $925.0K | 23,204 | 10.4% |
| Cummins Inc.(CMI) | COM | 231021106 | $1.4M | 6,696 | 15.4% |
| DLH Holdings Corp.(DLHC) | COM | 23335Q100 | $1.8M | 97,353 | 20.7% |