Q4 2022 Holdings
Filed 2023-02-14 | 13 holdings | $234.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willdan Group Inc(WLDN) | COM | 96924N100 | $33.1M | 1,847,218 | 14.1% |
| Mastercraft Boat Hldgs Inc(MCFT) | COM | 57637H103 | $32.1M | 1,237,933 | 13.7% |
| Century Cmntys Inc(CCS) | COM | 156504300 | $29.8M | 595,143 | 12.7% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $27.4M | 975,725 | 11.7% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $18.9M | 2,627,619 | 8.0% |
| International MNY Express in(IMXI) | COM | 46005L101 | $16.8M | 689,200 | 7.2% |
| Garrett Motion Inc(GTX) | COM | 366505105 | $16.6M | 2,088,763 | 7.1% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $15.0M | 286,972 | 6.4% |
| Issuer Direct Corp(ACCS) | COM NEW | 46520M204 | $11.5M | 459,909 | 4.9% |
| Viemed Healthcare Inc(VMD) | COM | 92663R105 | $10.8M | 1,756,690 | 4.6% |
| Millerknoll Inc(MLKN) | COM | 600544100 | $10.0M | 476,138 | 4.3% |
| Eastern Co(EML) | COM | 276317104 | $9.0M | 464,141 | 3.8% |
| Travelzoo(TZOO) | COM NEW | 89421Q205 | $3.8M | 837,875 | 1.6% |