Fund HoldingsAEGIS FINANCIAL CORP

Total Portfolio Value
$143.71M
Total Bought
$20.63M
Total Sold
$2.36M
Net Transaction
+$18.27M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
NATURAL GAS SVCS GROUP INC0854,695+854,69508,4615.89%+8,461
VERMILION ENERGY INC(VET)0280,000+280,00003,4962.43%+3,496
SUPERIOR GROUP OF CO INC0232,358+232,35802,1701.51%+2,170
UNIVERSAL STAINLESS & ALLOY460,575460,57504,3066,4534.49%+2,146
BASSETT FURNITURE INDS INC290,642476,643+186,0015,1737,1694.99%+1,995
DELTA APPAREL INC187,020360,273+173,2532,0573,7762.63%+1,718
ALGOMA STL GROUP INC1,217,0981,610,022+392,9249,83411,4317.95%+1,597
TIDEWATER INC NEW(TDW)130,201130,20105,7397,2185.02%+1,479
MATRIX SVC CO1,172,9531,197,953+25,0006,3347,0564.91%+722
ENERFLEX LTD(EFXT)551,598551,59803,2813,7602.62%+479
HENNESSY ADVISORS INC066,717+66,71704710.33%+471
WEST FRASER TIMBER CO LTD(WFG)15,93715,93701,1351,3710.95%+236
WESTWOOD HLDGS GROUP INC100,002100,00201,1211,2400.86%+119
CONIFER HLDGS INC474,519474,51907178070.56%+90
KINROSS GOLD CORP(KGC)22,28222,28201051060.07%+1
CSI COMPRESSCO LP91,75285,398-6,3541131080.07%-5
SPDR GOLD TR(GLD)1,3251,161-1642432070.14%-36
SOLITARIO ZINC CORP634,467634,46704203650.25%-55
EZCORP INC(EZPW)288,317288,31702,4802,4161.68%-63
ISHARES SILVER TR(SLV)42,94442,249-6959508830.61%-67
ELDORADO GOLD CORP NEW(EGO)488,039488,03905,0494,9463.44%-103
I-80 GOLD CORP(IAUX)1,126,8381,126,83802,7402,5381.77%-202
EMCORE CORP997,006997,00601,1477500.52%-396
ADAMS RES & ENERGY INC144,159144,15905,5395,0673.53%-471
ARDMORE SHIPPING CORP190,861190,86102,8382,3571.64%-481
MERCER INTL INC309,668309,66803,0272,4991.74%-528
CENTERRA GOLD INC(CGAU)1,755,6761,755,676011,32710,5367.33%-791
EQUINOX GOLD CORP(EQX)2,618,6452,618,645013,43012,0148.36%-1,416
HALLADOR ENERGY COMPANY2,304,8332,304,833021,18119,75213.74%-1,429
PEABODY ENERGY CORP(BTU)535,392535,392013,70611,5978.07%-2,109
MAYVILLE ENGR CO INC331,773216,276-115,4974,9502,6951.88%-2,255
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