Q1 2024 Holdings
Filed 2024-05-15 | 12 holdings | $259.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willdan Group Inc(WLDN) | COM | 96924N100 | $55.1M | 1,900,057 | 21.3% |
| Mastercraft Boat Hldgs Inc(MCFT) | COM | 57637H103 | $24.6M | 1,037,290 | 9.5% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $23.8M | 983,686 | 9.2% |
| Century Cmntys Inc(CCS) | COM | 156504300 | $22.2M | 230,193 | 8.6% |
| International MNY Express in(IMXI) | COM | 46005L101 | $21.9M | 961,174 | 8.5% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $21.6M | 403,089 | 8.3% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $21.2M | 3,295,671 | 8.2% |
| Millerknoll Inc(MLKN) | COM | 600544100 | $17.4M | 703,841 | 6.7% |
| Garrett Motion Inc(GTX) | COM | 366505105 | $17.2M | 1,731,095 | 6.6% |
| Viemed Healthcare Inc(VMD) | COM | 92663R105 | $16.2M | 1,717,498 | 6.3% |
| Eastern Co(EML) | COM | 276317104 | $16.0M | 467,957 | 6.2% |
| Delta Apparel Inc(DLAPQ) | COM | 247368103 | $1.8M | 595,025 | 0.7% |