Fund HoldingsDENALI ADVISORS LLC

Total Portfolio Value
$878.59M
Total Bought
$96.68M
Total Sold
$152.98M
Net Transaction
-$56.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
OTTER TAIL CORP(OTTR)6,91167,959+61,0485105,4620.62%+4,952
KINROSS GOLD CORP(KGC)0286,590+286,59003,6140.41%+3,614
ALTRIA GROUP INC(MO)73,610123,239+49,6293,8497,3970.84%+3,547
PHILIP MORRIS INTL INC(PM)019,122+19,12203,0350.35%+3,035
RADIAN GROUP INC(RDN)083,376+83,37602,7570.31%+2,757
DNOW INC(DNOW)0160,227+160,22702,7370.31%+2,737
AT&T INC(T)355,227378,643+23,4168,08910,7081.22%+2,619
KB HOME(KBH)039,467+39,46702,2940.26%+2,294
PREFERRED BK LOS ANGELES CA(PFBC)7,80034,113+26,3136742,8540.32%+2,180
NORTHERN OIL & GAS INC(NOG)73,087161,360+88,2732,7164,8780.56%+2,162
ROBINHOOD MKTS INC(HOOD)040,820+40,82001,6990.19%+1,699
OFG BANCORP(OFG)042,220+42,22001,6900.19%+1,690
BEAZER HOMES USA INC(BZH)49,500147,777+98,2771,3593,0130.34%+1,654
PHOTRONICS INC(PLAB)56,000139,863+83,8631,3192,9040.33%+1,585
AGNICO EAGLE MINES LTD(AEM)51,61851,560-584,0365,5860.64%+1,550
GREEN BRICK PARTNERS INC(GRBK)059,359+59,35903,4610.39%+3,461
RPC INC(RES)0251,925+251,92501,3860.16%+1,386
BANCFIRST CORP(BANF)24,80038,721+13,9212,9064,2540.48%+1,348
ETHAN ALLEN INTERIORS INC35,90083,040+47,1401,0092,3000.26%+1,291
IBEX LTD25,96273,718+47,7565581,7950.20%+1,237
WORTHINGTON ENTERPRISES INC(WOR)0114,752+114,75205,7480.65%+5,748
HAMILTON INSURANCE GROUP LTD(HG)054,326+54,32601,1260.13%+1,126
GSK PLC(GSK)028,777+28,77701,1150.13%+1,115
PALANTIR TECHNOLOGIES INC(PLTR)28,53038,225+9,6952,1583,2260.37%+1,068
GLOBAL INDUSTRIAL COMPANY0165,779+165,77903,7130.42%+3,713
TEEKAY TANKERS LTD(TNK)55,40084,949+29,5492,2043,2510.37%+1,047
PATRIA INVESTMENTS LIMITED
COM CL A
090,242+90,24201,0190.12%+1,019
DREAM FINDERS HOMES INC(DFH)0277,496+277,49606,2600.71%+6,260
VICI PPTYS INC(VICI)029,811+29,81109720.11%+972
BYLINE BANCORP INC(BY)034,819+34,81909110.10%+911
ACCEL ENTERTAINMENT INC(ACEL)090,644+90,64408990.10%+899
WESTAMERICA BANCORPORATION(WABC)017,708+17,70808970.10%+897
LADDER CAP CORP(LADR)0166,081+166,08101,8950.22%+1,895
DOLE PLC(DOLE)060,330+60,33008720.10%+872
VERISIGN INC03,210+3,21008150.09%+815
PREFORMED LINE PRODS CO(PLPC)05,739+5,73908040.09%+804
SM ENERGY CO(SM)112,551172,344+59,7934,3625,1620.59%+800
SAP SE(SAP)2,8635,492+2,6297051,4740.17%+769
BERKSHIRE HATHAWAY INC DEL011,360+11,36006,0500.69%+6,050
SAFE BULKERS INC0870,415+870,41503,2120.37%+3,212
VERIZON COMMUNICATIONS INC(VZ)048,102+48,10202,1820.25%+2,182
BANK NEW YORK MELLON CORP08,624+8,62407230.08%+723
WASTE MGMT INC DEL(WM)024,291+24,29105,6230.64%+5,623
THOMSON REUTERS CORP029,637+29,63705,1150.58%+5,115
PEOPLES BANCORP INC(PEBO)023,411+23,41106940.08%+694
INNOVIVA INC(INVA)0376,606+376,60606,8280.78%+6,828
EXXON MOBIL CORP056,227+56,22706,6870.76%+6,687
CARDINAL HEALTH INC(CAH)33,04033,04003,9084,5520.52%+644
COMCAST CORP NEW(CCZ)016,600+16,60006130.07%+613
ENACT HLDGS INC0198,094+198,09406,8840.78%+6,884
ELI LILLY & CO(LLY)013,516+13,516011,1631.27%+11,163
UNITED PARCEL SERVICE INC(UPS)05,400+5,40005940.07%+594
CENTRAL GARDEN & PET CO(CENT)47,60065,626+18,0261,5732,1480.24%+575
INMODE LTD(INMD)031,551+31,55105600.06%+560
ALPS ETF TR
ALERIAN MLP
0147,840+147,84007,6790.87%+7,679
SEA LTD(SE)03,855+3,85505030.06%+503
PILGRIMS PRIDE CORP(PPC)09,169+9,16905000.06%+500
NETFLIX INC(NFLX)13,18113,114-6711,74812,2291.39%+481
WELLTOWER INC(WELL)14,16714,567+4001,7852,2320.25%+446
CHARTER COMMUNICATIONS INC N(CHTR)01,205+1,20504440.05%+444
UNIVERSAL CORP VA(UVV)07,908+7,90804430.05%+443
USANA HEALTH SCIENCES INC016,409+16,40904430.05%+443
EOG RES INC(EOG)4,2007,200+3,0005159230.11%+408
ISHARES INC
MSCI GBL GOLD MN
010,523+10,52304040.05%+404
NATIONAL BEVERAGE CORP(FIZZ)0163,400+163,40006,7880.77%+6,788
OCEANFIRST FINL CORP(OCFC)023,711+23,71104030.05%+403
ALEXANDERS INC029,925+29,92506,2590.71%+6,259
SALLY BEAUTY HLDGS INC043,100+43,10003890.04%+389
WEIS MKTS INC(WMK)37,90038,219+3192,5672,9450.34%+378
VISA INC(V)012,192+12,19204,2730.49%+4,273
MATSON INC(MATX)02,740+2,74003510.04%+351
NMI HLDGS INC(NMIH)175,718188,789+13,0716,4596,8060.77%+347
ISHARES TR011,821+11,82101,1900.14%+1,190
CAPITAL SOUTHWEST CORP(CSWC)0116,404+116,40402,5980.30%+2,598
SONY GROUP CORP(SONY)012,341+12,34103130.04%+313
ALIBABA GROUP HLDG LTD(BABA)06,942+6,94209180.10%+918
QUALCOMM INC(QCOM)02,000+2,00003070.03%+307
MCKESSON CORP(MCK)03,018+3,01802,0310.23%+2,031
NOVARTIS AG(NVS)021,936+21,93602,4450.28%+2,445
ARCHER DANIELS MIDLAND CO014,546+14,54606980.08%+698
OREILLY AUTOMOTIVE INC(ORLY)01,212+1,21201,7360.20%+1,736
COSTCO WHSL CORP NEW(COST)11,24811,198-5010,30610,5911.21%+285
ASTRAZENECA PLC(AZN)014,065+14,06501,0340.12%+1,034
PNC FINL SVCS GROUP INC(PNC)04,900+4,90008610.10%+861
MURPHY OIL CORP(MUR)09,000+9,00002560.03%+256
MASTERCARD INCORPORATED(MA)12,75412,698-566,7166,9600.79%+244
SLR INVESTMENT CORP0132,725+132,72502,2380.25%+2,238
AUTONATION INC(AN)01,453+1,45302350.03%+235
HOVNANIAN ENTERPRISES INC015,814+15,81401,6560.19%+1,656
GOLUB CAP BDC INC(GBDC)0554,527+554,52708,3960.96%+8,396
GENWORTH FINL INC(GNW)0680,225+680,22504,8230.55%+4,823
CONOCOPHILLIPS(COP)031,140+31,14003,2700.37%+3,270
SHELL PLC(SHEL)016,911+16,91101,2390.14%+1,239
MCDONALDS CORP(MCD)010,255+10,25503,2030.36%+3,203
CHEVRON CORP NEW(CVX)06,901+6,90101,1540.13%+1,154
INGLES MKTS INC(IMKTA)0102,221+102,22106,6580.76%+6,658
HARMONY GOLD MINING CO LTD(HMY)23,62423,986+3621943540.04%+160
PULTE GROUP INC(PHM)06,523+6,52306710.08%+671
AMERICAN INTL GROUP INC010,800+10,80009390.11%+939
AFLAC INC(AFL)9,0289,732+7049341,0820.12%+148
Page 1 of 1