Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$756.69M
Total Bought
$184.00M
Total Sold
$114.60M
Net Transaction
+$69.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PERMIAN RESOURCES CORP(PR)0666,696+666,69609,0671.20%+9,067
ADTALEM GLOBAL ED INC(CVSA)0123,917+123,91707,3050.97%+7,305
SYNOVUS FINL CORP0188,978+188,97807,1150.94%+7,115
ACADIA HEALTHCARE COMPANY IN(ACHC)088,568+88,56806,8870.91%+6,887
KYNDRYL HLDGS INC(KD)0262,086+262,08605,4460.72%+5,446
AMNEAL PHARMACEUTICALS INC(AMRX)0714,890+714,89004,3390.57%+4,339
UGI CORP NEW(UGI)0173,567+173,56704,2700.56%+4,270
SKECHERS U S A INC0120,590+120,59007,5180.99%+7,518
HERC HLDGS INC(HRI)051,192+51,19207,6221.01%+7,622
PINNACLE FINL PARTNERS INC48,98382,008+33,0253,2847,1530.95%+3,869
ELANCO ANIMAL HEALTH INC(ELAN)0258,869+258,86903,8570.51%+3,857
OPTION CARE HEALTH INC(OPCH)0111,896+111,89603,7700.50%+3,770
LUMENTUM HLDGS INC(LITE)070,282+70,28203,6840.49%+3,684
MATERION CORP(MTRN)0121,264+121,264015,7802.09%+15,780
CONCENTRIX CORP(CNXC)036,693+36,69303,6040.48%+3,604
VEECO INSTRS INC DEL(VECO)0115,984+115,98403,5990.48%+3,599
SYNAPTICS INC(SYNA)031,191+31,19103,5580.47%+3,558
SPARTANNASH CO92,236241,986+149,7502,0295,5540.73%+3,525
ENCOMPASS HEALTH CORP(EHC)47,02899,875+52,8473,1586,6640.88%+3,506
SL GREEN RLTY CORP(SLG)075,821+75,82103,4250.45%+3,425
MACERICH CO(MAC)271,062412,418+141,3562,9576,3640.84%+3,407
CARPENTER TECHNOLOGY CORP(CRS)047,971+47,97103,3960.45%+3,396
ASSETMARK FINL HLDGS INC0108,464+108,46403,2480.43%+3,248
AMERIS BANCORP(ABCB)199,525203,211+3,6867,66010,7801.42%+3,120
PEBBLEBROOK HOTEL TR(PEB)41,052220,570+179,5185583,5250.47%+2,967
FIRST MERCHANTS CORP(FRME)261,866266,711+4,8457,2859,8901.31%+2,605
F N B CORP(FNB)0728,131+728,131010,0261.32%+10,026
TERRENO RLTY CORP(TRNO)0136,162+136,16208,5331.13%+8,533
AXSOME THERAPEUTICS INC(AXSM)026,890+26,89002,1400.28%+2,140
TRI POINTE HOMES INC
COM
0245,139+245,13908,6781.15%+8,678
INTRA-CELLULAR THERAPIES INC027,210+27,21001,9490.26%+1,949
WINTRUST FINL CORP(WTFC)100,163101,986+1,8237,5629,4591.25%+1,897
SCHWAB STRATEGIC TR033,168+33,16801,8710.25%+1,871
FULLER H B CO(FUL)0130,701+130,701010,6401.41%+10,640
DIME CMNTY BANCSHARES INC(DCBG)245,876250,240+4,3644,9086,7390.89%+1,831
PLEXUS CORP(PLXS)064,424+64,42406,9660.92%+6,966
PREFERRED BK LOS ANGELES CA(PFBC)147,989150,897+2,9089,21211,0231.46%+1,811
SKYWEST INC(SKYW)160,447163,382+2,9356,7298,5291.13%+1,800
ENTERPRISE FINL SVCS CORP(EFSC)0228,840+228,840010,2181.35%+10,218
COMERICA INC116,618118,689+2,0714,8456,6240.88%+1,779
ARMADA HOFFLER PPTYS INC0815,141+815,141010,0831.33%+10,083
BANNER CORP(BANR)0131,912+131,91207,0650.93%+7,065
GLOBAL MED REIT INC0789,494+789,49408,7631.16%+8,763
PATHWARD FINANCIAL INC(CASH)190,560193,943+3,3838,78310,2651.36%+1,482
COHERENT CORP(COHR)0124,829+124,82905,4340.72%+5,434
ENPRO INC(NPO)036,416+36,41605,7080.75%+5,708
FIRST HORIZON CORPORATION(FHN)403,404410,501+7,0974,4465,8130.77%+1,367
PACIFIC PREMIER BANCORP173,300176,442+3,1423,7715,1360.68%+1,365
NATIONAL STORAGE AFFILIATES0130,989+130,98905,4320.72%+5,432
AVIENT CORPORATION(AVNT)0194,010+194,01008,0651.07%+8,065
G III APPAREL GROUP LTD(GIII)138,158140,871+2,7133,4434,7870.63%+1,344
TENET HEALTHCARE CORP(THC)0123,456+123,45609,3301.23%+9,330
VERRA MOBILITY CORP0278,855+278,85506,4220.85%+6,422
AMYLYX PHARMACEUTICALS INC(AMLX)086,073+86,07301,2670.17%+1,267
ONEMAIN HLDGS INC(OMF)0121,518+121,51805,9790.79%+5,979
OTTER TAIL CORP(OTTR)0113,492+113,49209,6431.27%+9,643
REV GROUP INC476,946485,452+8,5067,6318,8211.17%+1,190
COGENT COMMUNICATIONS HLDGS077,216+77,21605,8730.78%+5,873
OLD NATL BANCORP IND(ONB)423,535430,992+7,4576,1587,2790.96%+1,121
JACK IN THE BOX INC076,898+76,89806,2770.83%+6,277
ATKORE INC074,373+74,373011,9001.57%+11,900
ARTISAN PARTNERS ASSET MGMT(APAM)0135,951+135,95106,0060.79%+6,006
RETAIL OPPORTUNITY INVTS COR0588,908+588,90808,2621.09%+8,262
JOHNSON & JOHNSON(JNJ)05,689+5,68908920.12%+892
NEXSTAR MEDIA GROUP INC(NXST)053,998+53,99808,4641.12%+8,464
TEXAS CAP BANCSHARES INC(TCBI)128,012130,329+2,3177,5408,4231.11%+883
LA Z BOY INC(LZB)122,923125,334+2,4113,7964,6270.61%+831
LADDER CAP CORP(LADR)0551,360+551,36006,3460.84%+6,346
HEARTLAND FINL USA INC91,08191,960+8792,6813,4590.46%+778
EXELIXIS INC(EXEL)288,581293,677+5,0966,3057,0450.93%+740
ACADIA PHARMACEUTICALS INC65,69166,957+1,2661,3692,0960.28%+727
GOLDEN ENTMT INC0112,995+112,99504,5120.60%+4,512
VERINT SYS INC0150,868+150,86804,0780.54%+4,078
AAR CORP147,783150,687+2,9048,7989,4031.24%+605
RYMAN HOSPITALITY PPTYS INC(RHP)0109,287+109,287012,0281.59%+12,028
INDEPENDENCE RLTY TR INC(IRT)0445,278+445,27806,8130.90%+6,813
DUCOMMUN INC DEL(DCO)56,02857,040+1,0122,4382,9700.39%+532
STONEX GROUP INC(SNEX)32,06949,048+16,9793,1083,6210.48%+513
ADVANCED ENERGY INDS065,905+65,90507,1780.95%+7,178
DIGITAL RLTY TR INC(DLR)03,330+3,33004480.06%+448
PORTLAND GEN ELEC CO(POR)0122,856+122,85605,3250.70%+5,325
KEMPER CORP(KMPB)056,230+56,23002,7370.36%+2,737
RYDER SYS INC(R)37,57238,238+6664,0184,4000.58%+382
GLOBAL NET LEASE INC(GNL)683,052695,196+12,1446,5646,9170.91%+353
ADVANCE AUTO PARTS INC(AAP)55,93657,018+1,0823,1293,4800.46%+351
BLACK HILLS CORP087,408+87,40804,7160.62%+4,716
ANTERO MIDSTREAM CORP(AM)302,507309,799+7,2923,6243,8820.51%+258
UNITEDHEALTH GROUP INC(UNH)0460+46002420.03%+242
CHORD ENERGY CORPORATION(CHRD)036,862+36,86206,1280.81%+6,128
WHITE MTNS INS GROUP LTD
COM
5,0165,113+977,5027,6951.02%+193
SOUTHWEST GAS HLDGS INC(SWX)047,558+47,55803,0130.40%+3,013
EXTRA SPACE STORAGE INC(EXR)09,712+9,71201,5570.21%+1,557
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
7,7647,400-3644354770.06%+42
DANA INC(DAN)0216,376+216,37603,1610.42%+3,161
EDGEWELL PERS CARE CO(EPC)0129,479+129,47904,7430.63%+4,743
HILTON GRAND VACATIONS INC(HGV)0131,758+131,75805,2940.70%+5,294
CROWN CASTLE INC(CCI)07,998+7,99809210.12%+921
ALPHABET INC(GOOG)2,2602,200-602983100.04%+12
AMERICAN TOWER CORP NEW(AMT)09,978+9,97802,1540.28%+2,154
CVS HEALTH CORP(CVS)3,1052,705-4002172140.03%-3
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