Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WILLDAN GROUP INC(WLDN) | 440,439 | 632,384 | +191,945 | 16,776 | 25,751 | 12.74% | +8,974 |
| I3 VERTICALS INC(IIIV) | 765,000 | 765,000 | 0 | 17,626 | 18,873 | 9.34% | +1,247 |
| VIEMED HEALTHCARE INC(VMD) | 1,717,498 | 1,905,802 | +188,304 | 13,774 | 13,874 | 6.86% | +100 |
| RUSH ENTERPRISES INC(RUSHA) | 159,822 | 159,822 | 0 | 8,757 | 8,536 | 4.22% | -221 |
| QUIPT HOME MEDICAL CORP | 4,199,562 | 4,199,562 | 0 | 12,809 | 9,785 | 4.84% | -3,024 |
| MASTERCRAFT BOAT HLDGS INC(MCFT) | 1,697,695 | 1,697,695 | 0 | 32,375 | 29,234 | 14.46% | -3,141 |
| CENTURY CMNTYS INC(CCS) | 48,811 | 0 | -48,811 | 3,581 | 0 | — | -3,581 |
| MILLERKNOLL INC(MLKN) | 1,181,841 | 1,181,841 | 0 | 26,698 | 22,620 | 11.19% | -4,077 |
| HOVNANIAN ENTERPRISES INC(HOV) | 189,068 | 202,672 | +13,604 | 25,301 | 21,222 | 10.50% | -4,079 |
| COMMERCIAL VEH GROUP INC(CVGI) | 1,937,099 | 0 | -1,937,099 | 4,804 | 0 | — | -4,804 |
| INTERNATIONAL MNY EXPRESS IN(IMXI) | 1,141,174 | 1,491,174 | +350,000 | 23,771 | 18,819 | 9.31% | -4,952 |
| GARRETT MOTION INC(GTX) | 1,731,095 | 756,095 | -975,000 | 15,632 | 6,329 | 3.13% | -9,303 |
| REGIONAL MGMT CORP(RM) | 1,086,102 | 899,026 | -187,076 | 36,906 | 27,070 | 13.39% | -9,836 |