Global Alpha Capital Management Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SERVICE CORP INTL(SCI) | 0 | 347,647 | +347,647 | 0 | 28,684,354 | 1.73% | +28,684,354 |
| WERIDE INC(WRD) | 0 | 2,547,702 | +2,547,702 | 0 | 20,610,909 | 1.24% | +20,610,909 |
| DIODES INC(DIOD) | 855,090 | 837,654 | -17,436 | 42,190,141 | 57,178,262 | 3.44% | +14,988,121 |
| COMMVAULT SYS INC(CVLT) | 140,900 | 368,471 | +227,571 | 17,663,224 | 28,700,206 | 1.73% | +11,036,982 |
| ORMAT TECHNOLOGIES INC(ORA) | 1,720,503 | 1,791,348 | +70,845 | 189,700,906 | 199,964,415 | 12.03% | +10,263,509 |
| BOSTON BEER INC(SAM) | 123,028 | 147,525 | +24,497 | 24,006,454 | 33,989,760 | 2.04% | +9,983,306 |
| CAE INC(CAE) | 720,900 | 1,206,866 | +485,966 | 21,923,413 | 31,463,805 | 1.89% | +9,540,392 |
| RAYONIER INC(RYN) | 1,657,545 | 2,090,294 | +432,749 | 35,885,849 | 43,101,862 | 2.59% | +7,216,013 |
| RESIDEO TECHNOLOGIES INC(REZI) | 595,800 | 826,852 | +231,052 | 20,924,496 | 27,873,181 | 1.68% | +6,948,685 |
| ATN INTL INC | 1,456,998 | 1,456,998 | 0 | 33,219,554 | 39,659,486 | 2.39% | +6,439,932 |
| ACI WORLDWIDE INC | 662,783 | 915,665 | +252,882 | 31,687,655 | 37,551,422 | 2.26% | +5,863,767 |
| RLI CORP(RLI) | 433,449 | 588,483 | +155,034 | 27,732,067 | 33,567,070 | 2.02% | +5,835,003 |
| SPROTT INC(SII) | 404,639 | 313,478 | -91,161 | 39,634,823 | 44,744,094 | 2.69% | +5,109,271 |
| CLEAN ENERGY FUELS CORP | 6,544,589 | 7,126,817 | +582,228 | 13,743,637 | 17,674,506 | 1.06% | +3,930,869 |
| AMERICOLD REALTY TRUST INC(COLD) | 2,453,522 | 3,092,577 | +639,055 | 31,552,293 | 35,440,932 | 2.13% | +3,888,639 |
| BRUNSWICK CORP(BC) | 328,523 | 373,581 | +45,058 | 24,389,548 | 27,181,754 | 1.64% | +2,792,206 |
| LIMONEIRA CO | 2,926,713 | 2,926,267 | -446 | 36,949,752 | 39,270,503 | 2.36% | +2,320,751 |
| DIGI INTL INC(DGII) | 482,914 | 478,774 | -4,140 | 20,905,347 | 23,076,907 | 1.39% | +2,171,560 |
| GXO LOGISTICS INCORPORATED(GXO) | 876,476 | 929,510 | +53,034 | 46,137,697 | 48,195,094 | 2.90% | +2,057,397 |
| RADNET INC(RDNT) | 488,169 | 658,208 | +170,039 | 34,830,858 | 36,787,245 | 2.21% | +1,956,387 |
| GLOBUS MED INC(GMED) | 666,696 | 694,444 | +27,748 | 58,209,228 | 59,833,295 | 3.60% | +1,624,067 |
| UMB FINL CORP(UMBF) | 632,216 | 658,982 | +26,766 | 72,730,129 | 74,326,580 | 4.47% | +1,596,451 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 21,000 | 43,128 | +22,128 | 605,850 | 2,201,684 | 0.13% | +1,595,834 |
| EAGLE MATLS INC(EXP) | 192,746 | 216,219 | +23,473 | 39,836,743 | 40,962,690 | 2.46% | +1,125,947 |
| ENERSYS(ENS) | 28,051 | 29,193 | +1,142 | 4,116,484 | 5,071,408 | 0.31% | +954,924 |
| NEXTPOWER INC | 37,019 | 34,111 | -2,908 | 3,224,725 | 4,112,081 | 0.25% | +887,356 |
| COVISTA INC(CVSA) | 17,651 | 19,544 | +1,893 | 1,826,349 | 2,252,446 | 0.14% | +426,097 |
| GULFPORT ENERGY CORP(GPOR) | 191,991 | 190,542 | -1,449 | 39,932,208 | 40,312,971 | 2.43% | +380,763 |
| BALCHEM CORP | 20,259 | 20,259 | 0 | 3,106,920 | 3,433,495 | 0.21% | +326,575 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 5,570 | 5,570 | 0 | 219,458 | 205,032 | 0.01% | -14,426 |
| QUAKER HOUGHTON(KWR) | 153,900 | 169,759 | +15,859 | 21,132,009 | 21,089,161 | 1.27% | -42,848 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 67,242 | 67,070 | -172 | 3,126,081 | 3,007,419 | 0.18% | -118,662 |
| VERICEL CORP(VCEL) | 50,058 | 49,958 | -100 | 1,802,589 | 1,607,149 | 0.10% | -195,440 |
| BLACKBAUD INC(BLKB) | 14,255 | 14,155 | -100 | 902,627 | 546,525 | 0.03% | -356,102 |
| MONTROSE ENVIRONMENTAL GROUP | 143,382 | 142,996 | -386 | 3,560,175 | 3,130,182 | 0.19% | -429,993 |
| WINTRUST FINL CORP(WTFC) | 236,284 | 234,380 | -1,904 | 33,037,229 | 32,564,757 | 1.96% | -472,472 |
| FEDERAL AGRIC MTG CORP(AGM) | 16,907 | 16,810 | -97 | 2,968,362 | 2,493,764 | 0.15% | -474,598 |
| CERTARA INC(CERT) | 172,700 | 172,205 | -495 | 1,521,487 | 981,569 | 0.06% | -539,918 |
| VITAL FARMS INC | 21,400 | 0 | -21,400 | 683,516 | 0 | — | -683,516 |
| PRA GROUP INC | 1,962,684 | 1,936,760 | -25,924 | 34,719,880 | 33,893,300 | 2.04% | -826,580 |
| MUELLER WTR PRODS INC(MWA) | 92,949 | 48,634 | -44,315 | 2,214,045 | 1,336,949 | 0.08% | -877,096 |
| DNOW INC(DNOW) | 2,774,871 | 3,007,845 | +232,974 | 36,767,041 | 35,823,434 | 2.15% | -943,607 |
| VALMONT INDS INC(VMI) | 12,058 | 8,365 | -3,693 | 4,851,175 | 3,342,403 | 0.20% | -1,508,772 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 159,479 | 174,245 | +14,766 | 30,476,437 | 28,715,576 | 1.73% | -1,760,861 |
| PACIRA BIOSCIENCES INC(PCRX) | 68,360 | 0 | -68,360 | 1,769,157 | 0 | — | -1,769,157 |
| EURONET WORLDWIDE INC(EEFT) | 238,063 | 236,225 | -1,838 | 18,118,975 | 15,678,253 | 0.94% | -2,440,722 |
| GENTHERM INC(THRM) | 1,030,673 | 1,191,565 | +160,892 | 37,485,577 | 33,101,676 | 1.99% | -4,383,901 |
| EVERCORE INC(EVR) | 119,657 | 118,857 | -800 | 40,713,294 | 35,480,003 | 2.13% | -5,233,291 |
| RUSH ENTERPRISES INC(RUSHA) | 1,012,486 | 734,197 | -278,289 | 54,613,495 | 48,537,764 | 2.92% | -6,075,731 |
| CASELLA WASTE SYS INC(CWST) | 328,332 | 325,827 | -2,505 | 32,156,836 | 25,851,114 | 1.56% | -6,305,722 |
| SANMINA CORP(SANM) | 564,632 | 602,562 | +37,930 | 84,734,324 | 78,116,138 | 4.70% | -6,618,186 |
| BOYD GROUP SERVICES INC(BGSI) | 319,783 | 325,560 | +5,777 | 50,938,460 | 41,569,417 | 2.50% | -9,369,043 |
| ALCOA CORP(AA) | 1,054,451 | 689,248 | -365,203 | 56,033,526 | 45,717,820 | 2.75% | -10,315,706 |
| FEDERAL SIGNAL CORP(FSS) | 436,004 | 330,075 | -105,929 | 47,345,674 | 35,694,311 | 2.15% | -11,651,363 |
| FARMLAND PARTNERS INC | 1,496,785 | 0 | -1,496,785 | 14,503,847 | 0 | — | -14,503,847 |
| GENTEX CORP(GNTX) | 708,431 | 0 | -708,431 | 16,485,189 | 0 | — | -16,485,189 |
| ANI PHARMACEUTICALS INC(ANIP) | 590,135 | 361,240 | -228,895 | 46,585,257 | 27,779,356 | 1.67% | -18,805,901 |
| GENIUS SPORTS LIMITED SHARES CL A | 3,911,462 | 4,448,351 | +536,889 | 43,104,311 | 18,861,008 | 1.13% | -24,243,303 |