Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$96.60M
Total Bought
$8.78M
Total Sold
$19.56M
Net Transaction
-$10.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WESBANCO INC(WSBC)051,940+51,94001,6081.66%+1,608
LXP INDUSTRIAL TRUST(LXP)0174,912+174,91201,5131.57%+1,513
LIBERTY ENERGY INC(LBRT)078,566+78,56601,2441.29%+1,244
CACTUS INC(WHD)022,015+22,01501,0091.04%+1,009
LABCORP HOLDINGS INC(LH)01,693+1,69303940.41%+394
ALEXANDRIA REAL ESTATE EQ IN03,470+3,47003210.33%+321
SIMULATIONS PLUS INC34,75652,468+17,7129691,2871.33%+317
CSG SYS INTL INC33,46033,391-691,7102,0192.09%+309
ASTRANA HEALTH INC(ASTH)29,59639,786+10,1909331,2341.28%+301
CORE LABORATORIES INC59,25888,455+29,1971,0261,3261.37%+300
CATALYST PHARMACEUTICALS INC(CPRX)84,06083,864-1961,7542,0342.11%+279
THE CAMPBELLS COMPANY(CPB)06,992+6,99202790.29%+279
ICF INTL INC(ICFI)10,40617,716+7,3101,2401,5051.56%+265
HALLIBURTON CO(HAL)010,246+10,24602600.27%+260
ICON PLC(ICLR)01,466+1,46602570.27%+257
HF SINCLAIR CORP(DINO)07,599+7,59902500.26%+250
INSPERITY INC(NSP)17,93817,902-361,3901,5971.65%+207
HANOVER INS GROUP INC(THG)10,94210,917-251,6921,8991.97%+207
EXLSERVICE HOLDINGS INC(EXLS)49,45749,345-1122,1952,3302.41%+135
POWER INTEGRATIONS INC(POWI)16,55722,752+6,1951,0221,1491.19%+127
POSTAL REALTY TRUST INC(PSTL)104,143103,910-2331,3591,4841.54%+125
PRIMERICA INC(PRI)7,5907,575-152,0602,1552.23%+95
EVERTEC INC(EVTC)42,29642,209-871,4601,5521.61%+92
CARETRUST REIT INC(CTRE)57,51457,395-1191,5561,6401.70%+85
CITIZENS & NORTHN CORP51,48451,366-1189581,0331.07%+76
NATIONAL STORAGE AFFILIATES(NSA)48,16448,065-991,8261,8941.96%+68
FIRST AMERN FINL CORP(FAF)19,49119,447-441,2171,2761.32%+59
GETTY RLTY CORP NEW(GTY)58,02457,902-1221,7481,8051.87%+57
ROLLINS INC(ROL)6,9836,942-413243750.39%+51
CHEMED CORP NEW(CHE)511508-32713130.32%+42
OTIS WORLDWIDE CORP(OTIS)3,7023,679-233433800.39%+37
EASTGROUP PPTYS INC(EGP)1,6681,661-72682930.30%+25
PAYCOM SOFTWARE INC(PAYC)1,9221,912-103944180.43%+24
BROADRIDGE FINL SOLUTIONS IN(BR)1,3771,368-93113320.34%+20
AMDOCS LTD(DOX)3,0673,053-142612790.29%+18
AMER STATES WTR CO15,13415,101-331,1761,1881.23%+12
HENRY JACK & ASSOC INC(JKHY)1,6761,669-72943050.32%+11
WD 40 CO(WDFC)5,5575,545-121,3491,3531.40%+4
CORPAY INC(CPAY)915910-53103130.32%+3
TYLER TECHNOLOGIES INC(TYL)555552-33203210.33%+1
GENTEX CORP(GNTX)8,77510,847+2,0722522530.26%+1
WESTERN ASSET GBL HIGH INC F11,74411,744078780.08%-1
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601481400.15%-7
JONES LANG LASALLE INC(JLL)1,1711,164-72962890.30%-8
MATCH GROUP INC NEW(MTCH)9,0609,026-342962820.29%-15
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,0035,00304644400.46%-24
CF INDS HLDGS INC(CF)3,4393,425-142932680.28%-26
MSA SAFETY INC(MSA)1,5221,516-62522220.23%-30
SYNOVUS FINL CORP7,3177,279-383753400.35%-35
RLI CORP(RLI)9,76719,489+9,7221,6101,5661.62%-44
AUDIOCODES LTD137,918137,594-3241,3431,2961.34%-47
KULICKE & SOFFA INDS INC(KLIC)25,46734,573+9,1061,1881,1401.18%-48
NEXPOINT RESIDENTIAL TR INC(NXRT)38,94039,698+7581,6261,5691.62%-56
HANCOCK WHITNEY CORPORATION(HWC)24,93424,877-571,3641,3051.35%-60
BANK OZK LITTLE ROCK ARK(OZK)51,44751,312-1352,2912,2302.31%-61
ALAMO GROUP INC8,9858,965-201,6701,5981.65%-73
UFP INDUSTRIES INC(UFPI)12,64112,613-281,4241,3501.40%-74
HORIZON BANCORP INC(HBNC)79,59579,409-1861,2821,1971.24%-85
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)838833-53242350.24%-88
ITURAN LOCATION AND CONTROL
SHS
60,74649,557-11,1891,8921,7921.86%-100
BRADY CORP(BRC)31,16031,095-652,3012,1972.27%-105
WEST PHARMACEUTICAL SVSC INC(WST)1,0961,091-53592440.25%-115
ABM INDS INC31,28531,220-651,6011,4791.53%-123
HELEN OF TROY LTD19,55319,507-461,1701,0431.08%-126
SEACOAST BKG CORP FLA(SBCF)70,52870,363-1651,9421,8101.87%-131
GLOBUS MED INC(GMED)15,73615,701-351,3021,1491.19%-152
MEDPACE HLDGS INC(MEDP)5,6555,641-141,8791,7191.78%-160
DORMAN PRODS INC(DORM)19,81019,769-412,5662,3832.47%-183
ZIFF DAVIS INC(ZD)25,42431,699+6,2751,3821,1911.23%-190
INNOSPEC INC(IOSP)12,33512,307-281,3581,1661.21%-192
BOOZ ALLEN HAMILTON HLDG COR3,5342,479-1,0554552590.27%-196
MARKETAXESS HLDGS INC(MKTX)8970-8972030-203
COGNEX CORP(CGNX)36,15236,073-791,2961,0761.11%-220
LAMAR ADVERTISING CO NEW(LAMR)1,8430-1,8432240-224
GARMIN LTD(GRMN)1,0890-1,0892250-225
WALKER & DUNLOP INC(WD)20,23420,191-431,9671,7241.78%-243
U S PHYSICAL THERAPY(USPH)14,94114,908-331,3251,0791.12%-247
MGP INGREDIENTS INC NEW19,55317,738-1,8157705210.54%-249
EPAM SYS INC(EPAM)1,1180-1,1182610-261
MALIBU BOATS INC39,52239,437-851,4861,2101.25%-276
GLACIER BANCORP INC NEW(GBCI)49,55749,432-1252,4892,1862.26%-303
ADDUS HOMECARE CORP11,41211,386-261,4301,1261.17%-305
ADVANCED ENERGY INDS14,96614,933-331,7311,4231.47%-307
KADANT INC(KAI)4,5043,670-8341,5541,2361.28%-317
INNOVIVA INC(INVA)135,439102,093-33,3462,3501,8511.92%-499
PROGRESS SOFTWARE CORP(PRGS)36,45436,376-782,3751,8741.94%-501
VESTIS CORPORATION(VSTS)115,561115,297-2641,7611,1411.18%-620
EVERCORE INC(EVR)8,0017,983-182,2181,5941.65%-623
FB FINL CORP(FBK)44,29334,200-10,0932,2821,5861.64%-696
COHEN & STEERS INC(CNS)20,79015,009-5,7811,9201,2041.25%-715
HAWKINS INC(HWKN)17,41012,426-4,9842,1361,3161.36%-820
FORTREA HLDGS INC(FTRE)66,7030-66,7031,2440-1,244
NAPCO SEC TECHNOLOGIES INC(NSSC)37,2510-37,2511,3250-1,325
PREMIER FINANCIAL CORP65,0710-65,0711,6640-1,664
DOXIMITY INC(DOCS)60,7630-60,7633,2440-3,244
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