Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REGIONAL MGMT CORP | 899,026 | 1,085,098 | +186,072 | 27,070 | 31,696 | 15.50% | +4,626 |
| MASTERCRAFT BOAT HLDGS INC | 1,697,695 | 1,802,975 | +105,280 | 29,234 | 33,499 | 16.38% | +4,265 |
| HOVNANIAN ENTERPRISES INC | 202,672 | 239,500 | +36,828 | 21,222 | 25,040 | 12.24% | +3,818 |
| RUSH ENTERPRISES INC(RUSHA) | 159,822 | 239,822 | +80,000 | 8,536 | 12,353 | 6.04% | +3,817 |
| MILLERKNOLL INC(MLKN) | 1,181,841 | 1,301,841 | +120,000 | 22,620 | 25,282 | 12.36% | +2,661 |
| VIEMED HEALTHCARE INC | 1,905,802 | 2,136,472 | +230,670 | 13,874 | 14,763 | 7.22% | +889 |
| INTERNATIONAL MNY EXPRESS IN | 1,491,174 | 1,946,174 | +455,000 | 18,819 | 19,637 | 9.60% | +818 |
| GARRETT MOTION INC(GTX) | 756,095 | 566,095 | -190,000 | 6,329 | 5,950 | 2.91% | -379 |
| I3 VERTICALS INC | 765,000 | 665,000 | -100,000 | 18,873 | 18,274 | 8.94% | -598 |
| QUIPT HOME MEDICAL CORP | 4,199,562 | 4,199,562 | 0 | 9,785 | 7,517 | 3.68% | -2,268 |
| WILLDAN GROUP INC(WLDN) | 632,384 | 167,957 | -464,427 | 25,751 | 10,499 | 5.13% | -15,252 |