Fund HoldingsDENALI ADVISORS LLC

Total Portfolio Value
$284.83M
Total Bought
$59.05M
Total Sold
$62.61M
Net Transaction
-$3.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Golden Ocean Group0600,100+600,10004,7291.66%+4,729
Sylvamo Corp(SLVM)073,100+73,10003,2121.13%+3,212
Peabody Energy Corp(BTU)0116,600+116,60003,0301.06%+3,030
Gulfport Energy Corp(GPOR)020,700+20,70002,4560.86%+2,456
Highpeak Energy(HPK)0211,582+211,58203,5721.25%+3,572
Vista Outdoor087,170+87,17002,8871.01%+2,887
Enact Holdings Inc56,166117,366+61,2001,4113,1961.12%+1,784
Customers Bancorp Inc(CUBB)38,00084,944+46,9441,1502,9261.03%+1,776
Sonic Automotive, Inc.(SAH)027,800+27,80001,3280.47%+1,328
First Financial Bancorp OH(FFBC)29,69294,700+65,0086071,8560.65%+1,249
Flex LNG Ltd(FLNG)092,800+92,80002,7990.98%+2,799
Heartland Financial USA0144,041+144,04104,2391.49%+4,239
Silverbow Resources031,400+31,40001,1230.39%+1,123
Brightsphere Investment Group(AAMI)053,446+53,44601,0360.36%+1,036
Smith & Wesson Brands075,175+75,17509710.34%+971
Mr Cooper Group017,423+17,42309330.33%+933
Sandy Spring Bancorp Inc.81,500128,500+47,0001,8482,7540.97%+905
Shoe Carnival, Inc.037,100+37,10008920.31%+892
PBF Energy Inc cl A(PBF)102,89195,344-7,5474,2125,1041.79%+891
Innoviva, Inc.(INVA)0339,272+339,27204,4071.55%+4,407
TTEC Holdings Inc.065,861+65,86101,7270.61%+1,727
Centrus Energy(LEU)40,02536,039-3,9861,3032,0460.72%+742
Perdoceo Education Corp(PRDO)0227,800+227,80003,8951.37%+3,895
OFG Bancorp(OFG)024,300+24,30007260.25%+726
Alexanders Inc.5,7009,700+4,0001,0481,7680.62%+720
Embecta Corp31,52692,249+60,7236811,3880.49%+707
Victory Capital Holdings Inc(VCTR)117,518131,818+14,3003,7074,3951.54%+688
Rily Exploration Permian8,90029,947+21,0473189520.33%+634
AMC Networks Inc. cl A170,900224,259+53,3592,0422,6420.93%+600
ConnectOne Bancorp Inc(CNOB)033,100+33,10005900.21%+590
Morgan Stanley(MS)07,100+7,10005800.20%+580
Vital Energy014,100+14,10007810.27%+781
EchoStar Corp.(ECHO)031,200+31,20005230.18%+523
Arrow Electronics Inc04,312+4,31205400.19%+540
Genworth Financial Inc(GNW)084,400+84,40004950.17%+495
PC Connection, Inc.(CNXN)082,900+82,90004,4251.55%+4,425
Landsea Homes Corp050,700+50,70004560.16%+456
Sandridge Energy, Inc.029,100+29,10004560.16%+456
Jackson Financial(JXN)107,36697,827-9,5393,2863,7391.31%+452
First Merchants Corp(FRME)39,10055,400+16,3001,1041,5410.54%+437
Ramaco Resources Inc037,600+37,60004130.15%+413
Geo Group Inc(GEO)158,000183,600+25,6001,1311,5020.53%+371
Arch Resources Inc18,70014,500-4,2002,1092,4750.87%+366
WesBanco Inc.(WSBC)014,600+14,60003570.13%+357
First Internet Bancorp20,20040,000+19,8003006480.23%+348
Crescent Energy(CRGY)67,40082,100+14,7007021,0380.36%+335
American Software029,105+29,10503340.12%+334
Fulcrum Therapeutics070,600+70,60003130.11%+313
Earthstone Energy021,300+21,30004310.15%+431
NMI Holdings(NMIH)019,300+19,30005230.18%+523
Global Industrial Co.37,02239,522+2,5001,0281,3240.46%+296
Bread Financial Holdings0104,502+104,50203,5741.25%+3,574
ACM Research Inc(ACMR)036,500+36,50006610.23%+661
Holley Inc058,200+58,20002900.10%+290
Global Foundries(GFS)04,912+4,91202860.10%+286
Bluegreen Vacations Holding Corp22,60029,700+7,1008061,0890.38%+284
Bunge Limited06,617+6,61707160.25%+716
Kelly Services cl A014,900+14,90002710.10%+271
Cincinnati Financial Corp(CINF)3,2165,620+2,4043135750.20%+262
1st Source Corporation(SRCE)046,900+46,90001,9740.69%+1,974
Karat Packaging011,800+11,80002720.10%+272
FutureFuel Corp034,000+34,00002440.09%+244
Leidos Holdings, Inc.(LDOS)02,610+2,61002410.08%+241
Erasca Inc(ERAS)0112,600+112,60002220.08%+222
USANA Health Sciences, Inc.047,129+47,12902,7620.97%+2,762
Acco Brands Corporation037,900+37,90002180.08%+218
Fidelity National Fin Inc.(FNF)018,782+18,78207760.27%+776
HF Sinclair Corp(DINO)08,957+8,95705100.18%+510
CNO Financial Group, Inc.010,500+10,50002490.09%+249
Ingles Markets cl A(IMKTA)054,487+54,48704,1051.44%+4,105
Kroger Company(KR)07,917+7,91703540.12%+354
American Intl Group, Inc.09,100+9,10005510.19%+551
Westlake Corporation(WLK)05,725+5,72507140.25%+714
Marathon Petroleum Corp(MPC)01,300+1,30001970.07%+197
R C M Technologies34,90042,900+8,0006428380.29%+196
Theseus Pharmaceuticals0127,900+127,90003440.12%+344
ProFrac Holding Corp(ACDC)017,400+17,40001890.07%+189
Clearfield Inc.06,500+6,50001860.07%+186
Dream Finders Homes Inc(DFH)33,59345,443+11,8508261,0100.35%+184
Byline Bancorp Inc.(BY)015,100+15,10002980.10%+298
Liquidity Services, Inc.(LQDT)24,90033,600+8,7004115920.21%+181
Mercantile Bank Corp(MBWM)05,800+5,80001790.06%+179
Merchants Bancorp(MBIN)80,80980,80902,0672,2400.79%+173
Business First Bancshares(BFST)09,100+9,10001710.06%+171
Qualcomm Inc.(QCOM)01,500+1,50001670.06%+167
Bank7 Corp07,300+7,30001640.06%+164
Marine Products Corp36,70055,100+18,4006197830.27%+164
Capital One Financial Corp.(COF)4,3006,400+2,1004706210.22%+151
Matson Inc.(MATX)013,608+13,60801,2070.42%+1,207
Markel Corp(MKL)0102+10201500.05%+150
Nucor Corporation(NUE)3,6124,720+1,1085927380.26%+146
Standard Motor Products(SMP)11,40017,000+5,6004285720.20%+144
Quidelortho Corp(QDEL)02,312+2,31201690.06%+169
Townsquare Media Inc.016,300+16,30001420.05%+142
Ebix Inc028,200+28,20002790.10%+279
Johnson Outdoors Inc.25,90031,600+5,7001,5921,7280.61%+137
IDT Corporation Cl B(IDT)012,500+12,50002760.10%+276
Southside Bancshares(SBSI)04,700+4,70001350.05%+135
HCA Holdings, Inc.(HCA)1,2002,000+8003644920.17%+128
Equity Bancshares(EQBK)05,100+5,10001230.04%+123
Page 1 of 1