Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$95.81M
Total Bought
$3.75M
Total Sold
$15.40M
Net Transaction
-$11.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CATALYST PHARMACEUTICALS INC(CPRX)084,137+84,13701,3031.36%+1,303
NAPCO SEC TECHNOLOGIES INC(NSSC)55,24053,466-1,7742,2182,7782.90%+559
HAWKINS INC(HWKN)23,52623,398-1281,8072,1292.22%+322
PREMIER FINANCIAL CORP50,93665,066+14,1301,0341,3311.39%+297
NEXPOINT RESIDENTIAL TR INC(NXRT)38,17538,473+2981,2291,5201.59%+291
FB FINL CORP(FBK)39,13544,149+5,0141,4741,7231.80%+249
ZIFF DAVIS INC(ZD)18,28225,424+7,1421,1521,4001.46%+247
MALIBU BOATS INC26,30439,522+13,2181,1381,3851.45%+246
SEACOAST BKG CORP FLA(SBCF)45,73659,220+13,4841,1611,4001.46%+239
GLOBUS MED INC(GMED)15,82715,736-918491,0781.12%+229
CORE LABORATORIES INC82,09879,390-2,7081,4021,6111.68%+209
ABM INDS INC41,49440,291-1,2031,8512,0382.13%+186
ADDUS HOMECARE CORP14,95914,881-781,5461,7281.80%+182
PROGRESS SOFTWARE CORP(PRGS)33,95336,356+2,4031,8101,9732.06%+163
BRADY CORP(BRC)31,96431,032-9321,8952,0492.14%+154
INNOVIVA INC(INVA)136,318135,539-7792,0772,2232.32%+145
EVERCORE INC(EVR)8,0457,999-461,5491,6671.74%+118
ADVANCED ENERGY INDS15,06314,977-861,5361,6291.70%+93
POSTAL REALTY TRUST INC(PSTL)90,612104,218+13,6061,2981,3891.45%+92
GLACIER BANCORP INC NEW(GBCI)43,73349,585+5,8521,7621,8511.93%+89
NATIONAL STORAGE AFFILIATES(NSA)49,16147,993-1,1681,9251,9782.06%+53
GENERAC HLDGS INC(GNRC)8,0468,000-461,0151,0581.10%+43
DOXIMITY INC(DOCS)62,20260,577-1,6251,6741,6941.77%+20
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601451430.15%-1
AMER STATES WTR CO15,22215,134-881,1001,0981.15%-1
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,1035,10304594420.46%-17
OTIS WORLDWIDE CORP(OTIS)3,7673,695-723743560.37%-18
MEDPACE HLDGS INC(MEDP)6,0575,898-1592,4482,4292.54%-19
BANK OZK LITTLE ROCK ARK(OZK)42,09146,204+4,1131,9131,8941.98%-19
JONES LANG LASALLE INC(JLL)1,4981,309-1892922690.28%-24
ICON PLC(ICLR)678650-282282040.21%-24
POWER INTEGRATIONS INC(POWI)16,65316,557-961,1921,1621.21%-29
SIMULATIONS PLUS INC41,80734,756-7,0511,7201,6901.76%-31
EXLSERVICE HOLDINGS INC(EXLS)49,72549,439-2861,5811,5501.62%-31
ICF INTL INC(ICFI)10,45910,399-601,5751,5441.61%-32
MATCH GROUP INC NEW(MTCH)8,4479,019+5723062740.29%-32
VESTIS CORPORATION(VSTS)75,091115,561+40,4701,4471,4131.48%-34
ROLLINS INC(ROL)8,0656,955-1,1103733390.35%-34
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)970834-1362922580.27%-35
KULICKE & SOFFA INDS INC(KLIC)25,61425,467-1471,2891,2531.31%-36
LAMAR ADVERTISING CO NEW(LAMR)2,1431,833-3102562190.23%-37
HORIZON BANCORP INC(HBNC)80,05379,595-4581,0279851.03%-42
ASTRANA HEALTH INC(ASTH)29,61029,596-141,2431,2001.25%-43
SYNOVUS FINL CORP8,4177,293-1,1243372930.31%-44
CITIZENS & NORTHN CORP51,78151,484-2979729210.96%-51
BROADRIDGE FINL SOLUTIONS IN(BR)1,5881,372-2163252700.28%-55
MSA SAFETY INC(MSA)1,7681,509-2593422830.30%-59
AMDOCS LTD(DOX)3,3233,049-2743002410.25%-60
HENRY JACK & ASSOC INC(JKHY)1,9681,669-2993422770.29%-65
EASTGROUP PPTYS INC(EGP)1,9571,658-2993522820.29%-70
BOOZ ALLEN HAMILTON HLDG COR4,1103,507-6036105400.56%-70
CF INDS HLDGS INC(CF)3,9233,416-5073262530.26%-73
GENTEX CORP(GNTX)10,2558,766-1,4893702960.31%-75
INNOSPEC INC(IOSP)12,39512,324-711,5981,5231.59%-75
TYLER TECHNOLOGIES INC(TYL)979656-3234163300.34%-86
GETTY RLTY CORP NEW(GTY)59,54157,820-1,7211,6281,5411.61%-87
CHEMED CORP NEW(CHE)584509-753752760.29%-99
WALKER & DUNLOP INC(WD)20,65120,182-4692,0871,9822.07%-105
RLI CORP(RLI)12,54312,471-721,8621,7551.83%-108
CORPAY INC(CPAY)1,4761,275-2014553390.35%-116
WEST PHARMACEUTICAL SVSC INC(WST)1,061917-1444203020.32%-118
HANOVER INS GROUP INC(THG)11,00510,942-631,4991,3731.43%-126
FIRST AMERN FINL CORP(FAF)19,60319,491-1121,1971,0521.10%-145
UFP INDUSTRIES INC(UFPI)12,71112,638-731,5641,4151.48%-148
EPAM SYS INC(EPAM)1,3001,097-2033592060.22%-153
DORMAN PRODS INC(DORM)20,39319,731-6621,9661,8051.88%-161
COHEN & STEERS INC(CNS)26,12225,335-7872,0091,8381.92%-170
PRIMERICA INC(PRI)7,8397,556-2831,9831,7881.87%-195
KADANT INC(KAI)5,3795,342-371,7651,5691.64%-195
WD 40 CO(WDFC)5,5915,557-341,4161,2211.27%-196
AKAMAI TECHNOLOGIES INC(AKAM)1,8500-1,8502010-201
NETSTREIT CORP(NTST)78,34976,319-2,0301,4391,2291.28%-211
ITURAN LOCATION AND CONTROL
SHS
61,02360,689-3341,7061,4951.56%-211
MONOLITHIC PWR SYS INC(MPWR)3320-3322250-225
MARKETAXESS HLDGS INC(MKTX)1,0410-1,0412280-228
LINCOLN ELEC HLDGS INC(LECO)8990-8992300-230
TRINET GROUP INC(TNET)1,7940-1,7942380-238
HELEN OF TROY LTD12,31612,240-761,4191,1351.18%-284
PAYCOM SOFTWARE INC(PAYC)1,5720-1,5723130-313
U S PHYSICAL THERAPY(USPH)15,02314,941-821,6961,3811.44%-315
EVERTEC INC(EVTC)43,33542,195-1,1401,7291,4031.46%-326
AUDIOCODES LTD138,819138,035-7841,8101,4331.50%-377
INSPERITY INC(NSP)18,35217,860-4922,0121,6291.70%-383
LABORATORY CORP AMER HLDGS1,8130-1,8133960-396
CSG SYS INTL INC34,36733,309-1,0581,7711,3711.43%-400
FORTREA HLDGS INC(FTRE)49,94466,667+16,7232,0051,5561.62%-449
ALAMO GROUP INC9,0348,982-522,0631,5541.62%-509
FORWARD AIR CORP25,0760-25,0767800-780
SHUTTERSTOCK INC19,1230-19,1238760-876
SCOTTS MIRACLE-GRO CO(SMG)14,4900-14,4901,0810-1,081
PUBMATIC INC91,0520-91,0522,1600-2,160
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