Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$95.96M
Total Bought
$10.40M
Total Sold
$14.76M
Net Transaction
-$4.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
HAEMONETICS CORP MASS(HAE)020,790+20,79001,5511.62%+1,551
CABOT CORP(CBT)016,018+16,01801,2011.25%+1,201
QUAKER HOUGHTON(KWR)010,638+10,63801,1911.24%+1,191
GENTEX CORP(GNTX)10,84765,095+54,2482531,4311.49%+1,179
TENNANT CO(TNC)013,646+13,64601,0571.10%+1,057
BRUKER CORP(BRKR)022,143+22,14309120.95%+912
REYNOLDS CONSUMER PRODS INC(REYN)041,211+41,21108830.92%+883
EVERCORE INC(EVR)7,9837,852-1311,5942,1202.21%+526
MGP INGREDIENTS INC NEW17,73831,766+14,0285219520.99%+431
PROGRESS SOFTWARE CORP(PRGS)36,37635,883-4931,8742,2912.39%+417
CACTUS INC(WHD)22,01529,664+7,6491,0091,2971.35%+288
GLOBUS MED INC(GMED)15,70124,252+8,5511,1491,4311.49%+282
NASDAQ INC(NDAQ)02,537+2,53702270.24%+227
FACTSET RESH SYS INC(FDS)0504+50402250.23%+225
ADVANCED ENERGY INDS14,93312,187-2,7461,4231,6151.68%+192
BANK OZK LITTLE ROCK ARK(OZK)51,31250,644-6682,2302,3832.48%+154
ADDUS HOMECARE CORP11,38611,105-2811,1261,2791.33%+153
CSG SYS INTL INC33,39133,114-2772,0192,1632.25%+144
HANCOCK WHITNEY CORPORATION(HWC)24,87724,668-2091,3051,4161.48%+111
ITURAN LOCATION AND CONTROL
SHS
49,55749,131-4261,7921,9031.98%+111
HF SINCLAIR CORP(DINO)7,5998,702+1,1032503570.37%+108
POWER INTEGRATIONS INC(POWI)22,75222,419-3331,1491,2531.31%+104
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)8331,082+2492353340.35%+98
SEACOAST BKG CORP FLA(SBCF)70,36369,089-1,2741,8101,9081.99%+98
CARETRUST REIT INC(CTRE)57,39556,696-6991,6401,7351.81%+95
ALAMO GROUP INC8,9657,693-1,2721,5981,6801.75%+82
U S PHYSICAL THERAPY(USPH)14,90814,785-1231,0791,1561.20%+77
COGNEX CORP(CGNX)36,07335,964-1091,0761,1411.19%+65
LABCORP HOLDINGS INC(LH)1,6931,69303944440.46%+50
CF INDS HLDGS INC(CF)3,4253,42502683150.33%+47
KULICKE & SOFFA INDS INC(KLIC)34,57334,285-2881,1401,1861.24%+46
SYNOVUS FINL CORP7,2797,27903403770.39%+36
MSA SAFETY INC(MSA)1,5161,532+162222570.27%+34
POSTAL REALTY TRUST INC(PSTL)103,910103,040-8701,4841,5181.58%+34
AUDIOCODES LTD137,594135,187-2,4071,2961,3281.38%+31
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,0034,950-534404640.48%+24
PAYCOM SOFTWARE INC(PAYC)1,9121,907-54184410.46%+24
WESBANCO INC(WSBC)51,94051,512-4281,6081,6291.70%+21
ROLLINS INC(ROL)6,9426,94203753920.41%+17
MALIBU BOATS INC39,43739,116-3211,2101,2261.28%+16
HORIZON BANCORP INC(HBNC)79,40978,760-6491,1971,2111.26%+14
DORMAN PRODS INC(DORM)19,76919,526-2432,3832,3952.50%+12
JONES LANG LASALLE INC(JLL)1,1641,16402892980.31%+9
TYLER TECHNOLOGIES INC(TYL)55255203213270.34%+6
BROADRIDGE FINL SOLUTIONS IN(BR)1,3681,36803323320.35%+1
BOOZ ALLEN HAMILTON HLDG COR2,4792,490+112592590.27%0
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601401400.15%0
WESTERN ASSET GBL HIGH INC F11,74411,744078770.08%-1
AMDOCS LTD(DOX)3,0533,050-32792780.29%-1
HENRY JACK & ASSOC INC(JKHY)1,6691,676+73053020.31%-3
MATCH GROUP INC NEW(MTCH)9,0269,02602822790.29%-3
WEST PHARMACEUTICAL SVSC INC(WST)1,0911,09102442390.25%-6
VESTIS CORPORATION(VSTS)115,297197,034+81,7371,1411,1291.18%-12
EASTGROUP PPTYS INC(EGP)1,6611,669+82932790.29%-14
CORPAY INC(CPAY)910909-13132980.31%-15
OTIS WORLDWIDE CORP(OTIS)3,6793,67903803640.38%-15
HALLIBURTON CO(HAL)10,24611,942+1,6962602430.25%-17
ICF INTL INC(ICFI)17,71617,573-1431,5051,4891.55%-17
ABM INDS INC31,22030,724-4961,4791,4501.51%-28
AMER STATES WTR CO15,10114,971-1301,1881,1481.20%-40
EVERTEC INC(EVTC)42,20941,869-3401,5521,5091.57%-43
ICON PLC(ICLR)1,4661,459-72572120.22%-44
THE CAMPBELLS COMPANY(CPB)6,9927,560+5682792320.24%-47
FB FINL CORP(FBK)34,20033,947-2531,5861,5381.60%-48
CHEMED CORP NEW(CHE)508510+23132480.26%-64
CITIZENS & NORTHN CORP51,36650,933-4331,0339651.01%-69
ALEXANDRIA REAL ESTATE EQ IN3,4703,47003212520.26%-69
HANOVER INS GROUP INC(THG)10,91710,762-1551,8991,8281.91%-71
LXP INDUSTRIAL TRUST(LXP)174,912173,464-1,4481,5131,4331.49%-80
KADANT INC(KAI)3,6703,639-311,2361,1551.20%-81
GLACIER BANCORP INC NEW(GBCI)49,43248,842-5902,1862,1042.19%-82
WD 40 CO(WDFC)5,5455,570+251,3531,2701.32%-83
PRIMERICA INC(PRI)7,5757,543-322,1552,0642.15%-91
COHEN & STEERS INC(CNS)15,00914,743-2661,2041,1111.16%-94
FIRST AMERN FINL CORP(FAF)19,44719,037-4101,2761,1691.22%-108
BRADY CORP(BRC)31,09530,705-3902,1972,0872.17%-110
UFP INDUSTRIES INC(UFPI)12,61312,417-1961,3501,2341.29%-116
INNOSPEC INC(IOSP)12,30712,165-1421,1661,0231.07%-143
LIBERTY ENERGY INC(LBRT)78,56694,528+15,9621,2441,0851.13%-159
EXLSERVICE HOLDINGS INC(EXLS)49,34548,944-4012,3302,1432.23%-186
GETTY RLTY CORP NEW(GTY)57,90256,681-1,2211,8051,5671.63%-239
ZIFF DAVIS INC(ZD)31,69931,434-2651,1919520.99%-240
ASTRANA HEALTH INC(ASTH)39,78639,458-3281,2349821.02%-252
INNOVIVA INC(INVA)102,09379,106-22,9871,8511,5891.66%-262
WALKER & DUNLOP INC(WD)20,19120,028-1631,7241,4121.47%-312
NEXPOINT RESIDENTIAL TR INC(NXRT)39,69837,471-2,2271,5691,2491.30%-321
HELEN OF TROY LTD19,50725,142+5,6351,0437140.74%-330
NATIONAL STORAGE AFFILIATES(NSA)48,06547,648-4171,8941,5241.59%-370
RLI CORP(RLI)19,48912,974-6,5151,5669370.98%-629
CATALYST PHARMACEUTICALS INC(CPRX)83,86453,438-30,4262,0341,1601.21%-874
SIMULATIONS PLUS INC52,4680-52,4681,2870-1,287
HAWKINS INC(HWKN)12,4260-12,4261,3160-1,316
CORE LABORATORIES INC88,4550-88,4551,3260-1,326
INSPERITY INC(NSP)17,9020-17,9021,5970-1,597
MEDPACE HLDGS INC(MEDP)5,6410-5,6411,7190-1,719
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