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Bruce G. Allen Investments, LLC

Q1 2025 Holdings

Filed 2025-04-14 | 1095 holdings | $126.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Match Group Inc New COM(MTCH)Stock57667L107$811260.0%
Vestis Corporation COM SHS(VSTS)Stock29430C102$812820.0%
Dana Inc COM(DAN)Stock235825205$813610.0%
FTI Consulting Inc COM(FCN)Stock302941109$82050.0%
TD Synnex Corporation COM(SNX)Stock87162W100$83280.0%
Graco Inc COM(GGG)Stock384109104$835100.0%
Carvana Co CL A(CVNA)Stock146869102$83640.0%
Erie Indty Co CL A(ERIE)Stock29530P102$83820.0%
GEN Digital Inc COM(GEN)Stock668771108$849320.0%
CNX RES Corp COM(CNX)Stock12653C108$850270.0%
Helmerich & Payne Inc COM(HP)Stock423452101$862330.0%
Range RES Corp COM(RRC)Stock75281A109$878220.0%
DXC Technology Co COM(DXC)Stock23355L106$904530.0%
Adtalem Global ED Inc COM(ATGE)Stock00737L103$90690.0%
Civitas Resources Inc COM New(CIVI)Stock17888H103$907260.0%
Old Natl Bancorp IND COM(ONB)Stock680033107$911430.0%
Doordash Inc CL A(DASH)Stock25809K105$91450.0%
Sprouts Fmrs MKT Inc COM(SFM)Stock85208M102$91660.0%
Roku Inc COM CL A(ROKU)Stock77543R102$916130.0%
Stonex Group Inc COM(SNEX)Stock861896108$917120.0%
Primoris Svcs Corp COM(PRIM)Stock74164F103$919160.0%
Hasbro Inc COM(HAS)Stock418056107$922150.0%
Adeia Inc COM(ADEA)Stock00676P107$925700.0%
Aecom COM(ACM)Stock00766T100$927100.0%
Murphy USA Inc COM(MUSA)Stock626755102$94020.0%
Hancock Whitney Corporation COM(HWC)Stock410120109$944180.0%
Envista Holdings Corporation COM(NVST)Stock29415F104$949550.0%
Championx Corporation COM(APY1EUR)Stock15872M104$954320.0%
Perdoceo ED Corp COM(PRDO)Stock71363P106$957380.0%
Lantheus Hldgs Inc COM(LNTH)Stock516544103$976100.0%
GXO Logistics Incorporated Common Stock(GXO)Stock36262G101$977250.0%
Insperity Inc COM(NSP)Stock45778Q107$982110.0%
Griffon Corp COM(GFF)Stock398433102$1.0K140.0%
Targa RES Corp COM(TRGP)Stock87612G101$1.0K50.0%
Preferred BK LOS Angeles CA COM New(PFBC)Stock740367404$1.0K120.0%
Kohls Corp COM(KSS)Stock500255104$1.0K1230.0%
Wintrust Finl Corp COM(WTFC)Stock97650W108$1.0K90.0%
Technipfmc PLC COM(FTI)StockG87110105$1.0K320.0%
Lumen Technologies Inc COM(LUMN)Stock550241103$1.0K2600.0%
Celanese Corp del COM(CE)Stock150870103$1.0K180.0%
Warner Music Group Corp COM CL A(WMG)Stock934550203$1.0K330.0%
Hanover INS Group Inc COM(THG)Stock410867105$1.0K60.0%
Granite Constr Inc COM(GVA)Stock387328107$1.1K140.0%
Concentrix Corp COM(CNXC)Stock20602D101$1.1K190.0%
Lear Corp COM New(LEA)Stock521865204$1.1K120.0%
Brookfield Renewable Corp CL A EX SUB VTG(BEPC)Stock11285B108$1.1K380.0%
Virtu Finl Inc CL A(VIRT)Stock928254101$1.1K280.0%
Kemper Corp COM(KMPR)Stock488401100$1.1K160.0%
Frontier Communications Parent COM(FYBR)Stock35909D109$1.1K300.0%
First Indl Rlty TR Inc COM(FR)REIT32054K103$1.1K200.0%
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