Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$103.92M
Total Bought
$11.71M
Total Sold
$5.12M
Net Transaction
+$6.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VESTIS CORPORATION(VSTS)075,091+75,09101,4471.39%+1,447
ASTRANA HEALTH INC(ASTH)029,610+29,61001,2431.20%+1,243
PUBMATIC INC90,99091,052+621,4842,1602.08%+676
CORPAY INC(CPAY)01,476+1,47604550.44%+455
PRIMERICA INC(PRI)7,7677,839+721,5981,9831.91%+385
OTIS WORLDWIDE CORP(OTIS)03,767+3,76703740.36%+374
CSG SYS INTL INC27,27734,367+7,0901,4511,7711.70%+320
MATCH GROUP INC NEW(MTCH)08,447+8,44703060.29%+306
U S PHYSICAL THERAPY(USPH)14,93415,023+891,3911,6961.63%+305
FORTREA HLDGS INC(FTRE)49,06349,944+8811,7122,0051.93%+292
DORMAN PRODS INC(DORM)20,35120,393+421,6971,9661.89%+268
LINCOLN ELEC HLDGS INC(LECO)0899+89902300.22%+230
ICON PLC(ICLR)0678+67802280.22%+228
RLI CORP(RLI)12,42312,543+1201,6541,8621.79%+209
WALKER & DUNLOP INC(WD)16,92220,651+3,7291,8792,0872.01%+208
MEDPACE HLDGS INC(MEDP)7,3186,057-1,2612,2432,4482.36%+205
ICF INTL INC(ICFI)10,44310,459+161,4001,5751.52%+175
HAWKINS INC(HWKN)23,21023,526+3161,6341,8071.74%+172
ALAMO GROUP INC9,0199,034+151,8962,0631.99%+167
HANOVER INS GROUP INC(THG)10,98811,005+171,3341,4991.44%+164
ADDUS HOMECARE CORP14,94014,959+191,3871,5461.49%+159
SCOTTS MIRACLE-GRO CO(SMG)14,47814,490+129231,0811.04%+158
AUDIOCODES LTD138,417138,819+4021,6711,8101.74%+140
PROGRESS SOFTWARE CORP(PRGS)30,86733,953+3,0861,6761,8101.74%+134
DOXIMITY INC(DOCS)56,38162,202+5,8211,5811,6741.61%+93
COHEN & STEERS INC(CNS)25,67026,122+4521,9442,0091.93%+65
EXLSERVICE HOLDINGS INC(EXLS)49,67049,725+551,5321,5811.52%+49
WEST PHARMACEUTICAL SVSC INC(WST)1,0611,06103744200.40%+46
ITURAN LOCATION AND CONTROL
SHS
60,93961,023+841,6601,7061.64%+46
NETSTREIT CORP(NTST)78,06778,349+2821,3931,4391.39%+46
CF INDS HLDGS INC(CF)3,5363,923+3872813260.31%+45
MSA SAFETY INC(MSA)1,7681,76802983420.33%+44
GENTEX CORP(GNTX)10,25510,25503353700.36%+35
CHEMED CORP NEW(CHE)58458403413750.36%+33
LAMAR ADVERTISING CO NEW(LAMR)2,1432,14302282560.25%+28
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)97097002652920.28%+27
AMDOCS LTD(DOX)3,1123,323+2112743000.29%+27
BOOZ ALLEN HAMILTON HLDG COR4,5674,110-4575846100.59%+26
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,1035,10304334590.44%+26
TRINET GROUP INC(TNET)1,7941,79402132380.23%+24
BRADY CORP(BRC)31,91631,964+481,8731,8951.82%+22
ROLLINS INC(ROL)8,0658,06503523730.36%+21
HENRY JACK & ASSOC INC(JKHY)1,9681,96803223420.33%+20
SYNOVUS FINL CORP8,4178,41703173370.32%+20
ABM INDS INC40,91341,494+5811,8341,8511.78%+17
MONOLITHIC PWR SYS INC(MPWR)33233202092250.22%+15
GLOBUS MED INC(GMED)15,65115,827+1768348490.82%+15
JONES LANG LASALLE INC(JLL)1,4981,49802832920.28%+9
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601361450.14%+8
TYLER TECHNOLOGIES INC(TYL)97997904094160.40%+7
EVERTEC INC(EVTC)42,28543,335+1,0501,7311,7291.66%-2
EASTGROUP PPTYS INC(EGP)1,9571,95703593520.34%-7
PAYCOM SOFTWARE INC(PAYC)1,5721,57203253130.30%-12
LABORATORY CORP AMER HLDGS1,8131,81304123960.38%-16
AKAMAI TECHNOLOGIES INC(AKAM)1,8501,85002192010.19%-18
POSTAL REALTY TRUST INC(PSTL)90,34390,612+2691,3151,2981.25%-18
UFP INDUSTRIES INC(UFPI)12,61112,711+1001,5831,5641.50%-20
GENERAC HLDGS INC(GNRC)8,0378,046+91,0391,0150.98%-24
EPAM SYS INC(EPAM)1,3001,30003873590.35%-28
GLACIER BANCORP INC NEW(GBCI)43,49643,733+2371,7971,7621.70%-36
SHUTTERSTOCK INC19,09419,123+299228760.84%-46
CORE LABORATORIES INC82,03982,098+591,4491,4021.35%-47
KADANT INC(KAI)6,4635,379-1,0841,8121,7651.70%-47
FIRST AMERN FINL CORP(FAF)19,57419,603+291,2611,1971.15%-65
HELEN OF TROY LTD12,29212,316+241,4851,4191.37%-66
ZIFF DAVIS INC(ZD)18,24818,282+341,2261,1521.11%-74
MARKETAXESS HLDGS INC(MKTX)1,0411,04103052280.22%-77
FB FINL CORP(FBK)39,01639,135+1191,5551,4741.42%-81
ADVANCED ENERGY INDS14,91615,063+1471,6251,5361.48%-89
NEXPOINT RESIDENTIAL TR INC(NXRT)38,41138,175-2361,3221,2291.18%-94
INNOVIVA INC(INVA)135,413136,318+9052,1722,0772.00%-95
NAPCO SEC TECHNOLOGIES INC(NSSC)67,54255,240-12,3022,3132,2182.13%-95
GETTY RLTY CORP NEW(GTY)59,10959,541+4321,7271,6281.57%-99
KULICKE & SOFFA INDS INC(KLIC)25,57525,614+391,3991,2891.24%-111
HORIZON BANCORP INC(HBNC)79,93180,053+1221,1441,0270.99%-117
SIMULATIONS PLUS INC41,15741,807+6501,8421,7201.66%-121
AMER STATES WTR CO15,19315,222+291,2221,1001.06%-122
EVERCORE INC(EVR)9,8198,045-1,7741,6801,5491.49%-130
INSPERITY INC(NSP)18,29518,352+572,1452,0121.94%-133
SEACOAST BKG CORP FLA(SBCF)45,65545,736+811,2991,1611.12%-138
POWER INTEGRATIONS INC(POWI)16,62816,653+251,3651,1921.15%-174
BANK OZK LITTLE ROCK ARK(OZK)42,04142,091+502,0951,9131.84%-181
WD 40 CO(WDFC)6,6895,591-1,0981,5991,4161.36%-183
CITIZENS & NORTHN CORP51,68351,781+981,1599720.94%-187
PREMIER FINANCIAL CORP50,86550,936+711,2261,0341.00%-192
NATIONAL STORAGE AFFILIATES(NSA)51,67149,161-2,5102,1431,9251.85%-218
BROADRIDGE FINL SOLUTIONS IN(BR)2,6661,588-1,0785493250.31%-223
MALIBU BOATS INC25,96026,304+3441,4231,1381.10%-285
INNOSPEC INC(IOSP)15,30512,395-2,9101,8861,5981.54%-288
TORO CO3,3700-3,3703230-323
POOL CORP(POOL)8150-8153250-325
LANDSTAR SYS INC(LSTR)1,7950-1,7953480-348
FLEETCOR TECHNOLOGIES INC1,4760-1,4764170-417
FORWARD AIR CORP21,19825,076+3,8781,3337800.75%-553
AMN HEALTHCARE SVCS INC12,3540-12,3549250-925
MGP INGREDIENTS INC NEW12,9410-12,9411,2750-1,275
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