Q4 2024 Holdings
Filed 2025-02-07 | 56 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verint SYS Inc(VTY) | COM | 92343X100 | $47.2M | 1,717,703 | 3.4% |
| UMB Finl Corp(UMBF) | COM | 902788108 | $47.6M | 422,023 | 3.5% |
| Sanmina Corporation(SANM) | COM | 801056102 | $56.8M | 751,191 | 4.1% |
| Globus MED Inc(GMED) | CL A | 379577208 | $67.8M | 819,391 | 4.9% |
| Limoneira Co(LMNR) | COM | 532746104 | $79.8M | 3,264,181 | 5.8% |
| Ormat Technologies Inc(ORA) | COM | 686688102 | $154.9M | 2,268,068 | 11.2% |