Q4 2025 Holdings
Filed 2026-02-17 | 8 holdings | $290.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lincoln EDL Svcs Corp(LINC) | COM | 533535100 | $57.1M | 2,363,311 | 19.6% |
| Artivion Inc(AORT) | COM | 228903100 | $54.2M | 1,189,136 | 18.6% |
| Orthofix MED Inc(OFIX) | COM | 68752M108 | $53.2M | 3,510,333 | 18.3% |
| Bioventus Inc(BVS) | COM CL A | 09075A108 | $51.6M | 6,939,357 | 17.8% |
| Allient Inc(ALNT) | COM | 019330109 | $46.7M | 869,149 | 16.1% |
| Twin Disc Inc(TWIN) | COM | 901476101 | $17.1M | 1,024,954 | 5.9% |
| LSI Inds Inc Ohio(LYTS) | COM | 50216C108 | $6.3M | 341,504 | 2.2% |
| Astronova Inc(ALOT) | COM | 04638F108 | $4.6M | 535,203 | 1.6% |