Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $271.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century Cmntys Inc(CCS) | COM | 156504300 | $38.1M | 596,595 | 14.1% |
| Mastercraft Boat Hldgs Inc(MCFT) | COM | 57637H103 | $36.6M | 1,203,904 | 13.5% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $30.4M | 1,166,621 | 11.2% |
| Willdan Group Inc(WLDN) | COM | 96924N100 | $29.8M | 1,910,513 | 11.0% |
| International MNY Express in(IMXI) | COM | 46005L101 | $24.5M | 949,408 | 9.0% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $21.5M | 2,940,950 | 7.9% |
| Viemed Healthcare Inc(VMD) | COM | 92663R105 | $20.4M | 1,999,646 | 7.5% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $18.3M | 334,972 | 6.7% |
| Garrett Motion Inc(GTX) | COM | 366505105 | $18.1M | 2,243,763 | 6.7% |
| Millerknoll Inc(MLKN) | COM | 600544100 | $10.7M | 522,299 | 3.9% |
| Eastern Co(EML) | COM | 276317104 | $10.2M | 523,082 | 3.8% |
| Issuer Direct Corp(ACCS) | COM NEW | 46520M204 | $9.7M | 459,909 | 3.6% |
| Travelzoo(TZOO) | COM NEW | 89421Q205 | $3.0M | 502,317 | 1.1% |