Fund HoldingsBallast Asset Management, LP

Total Portfolio Value
$189.74M
Total Bought
$34.94M
Total Sold
$14.15M
Net Transaction
+$20.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ROYAL GOLD INC USD 0.01(RGLD)026,322+26,32204,3042.27%+4,304
CORE NAT RES INC USD 0.01(CNR)049,711+49,71103,8332.02%+3,833
CONSENSUS CLOUD SOLUTIONS USD 0.0130,464116,744+86,2807272,6941.42%+1,968
METALLUS INC NPV140,015284,962+144,9471,9783,8072.01%+1,829
CAVCO INDS INC DEL USD 0.01(CVCO)15,67715,911+2346,9968,2684.36%+1,272
INTERNATIONAL GENERAL IN USD 0.0001
SHS
283,850288,056+4,2066,7447,5793.99%+834
BRINKS CO USD 1.0(BCO)39,36050,502+11,1423,6514,3512.29%+700
EPR PROPER SBI USD0.01(EPR)73,28274,368+1,0863,2453,9132.06%+668
GENPACT LTD USD 0.01
SHS
74,25675,384+1,1283,1893,7982.00%+609
RESOLUTE HLDGS MGMT INC USD 0.0001(RHLD)015,946+15,94605000.26%+500
EPSILON ENERGY LTD NPV396,829402,901+6,0722,4642,8441.50%+380
MGIC INVT CORP WIS USD 1.0(MTG)227,745231,174+3,4295,4005,7283.02%+329
GEO GROUP INC NEW USD 0.01(GEO)172,938175,602+2,6644,8395,1292.70%+291
COMPOSECURE INC USD 0.0001(GPGI)189,500286,594+97,0942,9053,1151.64%+210
AZZ INC USD 1.066,18067,173+9935,4215,6162.96%+195
AMDOCS LTD 0.01P(DOX)24,40424,734+3302,0782,2631.19%+185
FERROGLOBE PLC USD 7.5739,945807,411+67,4662,8122,9951.58%+184
PATRICK INDS INC NPV(PATK)48,61349,342+7294,0394,1722.20%+134
SITIO ROYALTIES CORP NEW USD 0.0001109,359110,973+1,6142,0982,2051.16%+108
CAPITAL BANCORP INC MD USD 0.01190,345193,321+2,9765,4255,4772.89%+52
INGLES MKTS INC USD 0.05(IMKTA)30,90431,363+4591,9912,0431.08%+51
TIMKEN CO NPV(TKR)29,58429,953+3692,1112,1531.13%+41
TURNING PT BRANDS INC USD 0.01(TPB)100,141101,629+1,4886,0186,0413.18%+22
CASS INFORMATION SYS INC USD 0.5107,610100,959-6,6514,4024,3662.30%-36
TRIPADVISOR INC USD 0.001(TRIP)178,023180,672+2,6492,6292,5601.35%-69
IRADIMED CORP USD 0.0001(IRMD)40,32040,914+5942,2182,1471.13%-70
LENNOX INTL INC USD 0.01(LII)3,8213,863+422,3282,1661.14%-162
ALPHA METALLURGICAL RES IN USD 0.012,8892,88905793620.19%-217
QUIDELORTHO CORP USD 0.001(QDEL)24,81525,190+3751,1068810.46%-225
FEDERAL AGRIC MTG CORP USD 1.0(AGM)35,43235,981+5496,9786,7473.56%-232
UFP TECHNOLOGIES INC USD 0.01(UFPT)6,0126,102+901,4701,2310.65%-239
BORGWARNER INC USD 0.0193,42794,795+1,3682,9702,7161.43%-254
AMERICAS CAR-MART INC USD 0.0149,35350,067+7142,5292,2731.20%-257
IPG PHOTONICS CORP USD 0.0001(IPGP)34,26134,744+4832,4912,1941.16%-298
HILLMAN SOLUTIONS CORP USD 0.0001(HLMN)377,510383,198+5,6883,6773,3681.78%-309
TEREX CORP NEW USD 0.01(TEX)44,77545,450+6752,0701,7170.90%-352
Natural Resource Partners L.P.(NRP)80,01981,588+1,5698,8828,4774.47%-405
NORTHERN TECHNOLOGIES INTL USD 0.02139,814141,920+2,1061,8861,4770.78%-409
BEL FUSE INC USD 0.168,33469,366+1,0325,6365,1932.74%-443
EXTREME NETWORKS INC USD 0.001(EXTR)137,716139,702+1,9862,3051,8480.97%-457
EAGLE MATLS INC USD 0.01(EXP)21,23421,537+3035,2404,7802.52%-460
LANDSTAR SYS INC USD 0.01(LSTR)24,08224,439+3574,1393,6711.93%-468
BIOCERES CROP SOLUTIONS USD 0.0001431,887438,406+6,5192,6201,9951.05%-625
ECOVYST INC USD 0.01(ECVT)478,360485,587+7,2273,6553,0111.59%-644
KOSMOS ENERGY LTD USD 0.01(KOS)874,684988,184+113,5002,9912,2531.19%-738
GLOBAL BUSINESS TRAVEL USD 0.00005(GBTG)392,366397,922+5,5563,6382,8891.52%-749
KNOWLES CORP USD 0.01(KN)166,916169,103+2,1873,3272,5701.35%-756
RCM TECHNOLOGIES INC USD 0.05135,146137,165+2,0192,9952,1401.13%-855
GREEN PLAINS INC USD 0.001(GPRE)193,495196,303+2,8081,8349520.50%-882
CLIMB GLOBAL SOLUTIONS INC USD 0.0179,35880,618+1,26010,0598,9294.71%-1,129
BAUSCH PLUS LOMB CORP213,987217,131+3,1444,2883,1481.66%-1,140
INTERNATIONAL MONEY EXPR USD 0.0001208,243211,366+3,1234,3382,6671.41%-1,670
SOLARIS ENERGY INFRASTRUCTURE, INC(SEI)290,744295,118+4,3748,3686,4223.38%-1,946
TERADATA CORP DEL(TDC)132,2810-132,2814,1210-4,121
PHINIA INC USD 0.01(PHIN)135,48141,410-94,0716,5261,7570.93%-4,769
CONSOL ENERGY INC NEW48,9790-48,9795,2250-5,225
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