Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$106.63M
Total Bought
$5.65M
Total Sold
$4.29M
Net Transaction
+$1.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MGP INGREDIENTS INC NEW019,482+19,48201,6221.52%+1,622
HANCOCK WHITNEY CORPORATION(HWC)024,963+24,96301,2771.20%+1,277
DOXIMITY INC(DOCS)60,57760,57701,6942,6392.48%+945
ASTRANA HEALTH INC(ASTH)29,59629,59601,2001,7151.61%+514
SEACOAST BKG CORP FLA(SBCF)59,22070,528+11,3081,4001,8801.76%+480
PROGRESS SOFTWARE CORP(PRGS)36,35636,35601,9732,4492.30%+477
DORMAN PRODS INC(DORM)19,73119,73101,8052,2322.09%+427
GLACIER BANCORP INC NEW(GBCI)49,58549,488-971,8512,2622.12%+411
INNOVIVA INC(INVA)135,539135,439-1002,2232,6152.45%+392
LABCORP HOLDINGS INC(LH)01,701+1,70103800.36%+380
CATALYST PHARMACEUTICALS INC(CPRX)84,13784,13701,3031,6731.57%+369
EVERCORE INC(EVR)7,9997,99901,6672,0261.90%+359
FB FINL CORP(FBK)44,14944,14901,7232,0721.94%+349
EXLSERVICE HOLDINGS INC(EXLS)49,43949,43901,5501,8861.77%+336
NATIONAL STORAGE AFFILIATES(NSA)47,99347,99301,9782,3132.17%+335
BRADY CORP(BRC)31,03231,03202,0492,3782.23%+329
PAYCOM SOFTWARE INC(PAYC)01,904+1,90403170.30%+317
BANK OZK LITTLE ROCK ARK(OZK)46,20451,419+5,2151,8942,2112.07%+316
WALKER & DUNLOP INC(WD)20,18220,18201,9822,2922.15%+311
VESTIS CORPORATION(VSTS)115,561115,56101,4131,7221.61%+309
GETTY RLTY CORP NEW(GTY)57,82057,82001,5411,8391.72%+298
HORIZON BANCORP INC(HBNC)79,59579,59509851,2381.16%+253
CSG SYS INTL INC33,30933,30901,3711,6201.52%+249
HANOVER INS GROUP INC(THG)10,94210,94201,3731,6211.52%+248
UFP INDUSTRIES INC(UFPI)12,63812,63801,4151,6581.56%+243
FIRST AMERN FINL CORP(FAF)19,49119,49101,0521,2871.21%+235
MARKETAXESS HLDGS INC(MKTX)0891+89102280.21%+228
PRIMERICA INC(PRI)7,5567,55601,7882,0031.88%+216
GENERAC HLDGS INC(GNRC)8,0008,00001,0581,2711.19%+213
WD 40 CO(WDFC)5,5575,55701,2211,4331.34%+213
MONOLITHIC PWR SYS INC(MPWR)0225+22502080.20%+208
CHECK POINT SOFTWARE TECH LT
ORD
01,049+1,04902020.19%+202
PREMIER FINANCIAL CORP65,06665,068+21,3311,5281.43%+197
NEXPOINT RESIDENTIAL TR INC(NXRT)38,47338,899+4261,5201,7121.61%+192
ICF INTL INC(ICFI)10,39910,39901,5441,7341.63%+191
RLI CORP(RLI)12,47112,47101,7551,9331.81%+178
AMER STATES WTR CO15,13415,13401,0981,2611.18%+162
MALIBU BOATS INC39,52239,52201,3851,5341.44%+149
COHEN & STEERS INC(CNS)25,33520,708-4,6271,8381,9871.86%+149
POSTAL REALTY TRUST INC(PSTL)104,218104,21801,3891,5261.43%+137
ITURAN LOCATION AND CONTROL
SHS
60,68960,68901,4951,6111.51%+115
CITIZENS & NORTHN CORP51,48451,48409211,0140.95%+93
HAWKINS INC(HWKN)23,39817,407-5,9912,1292,2192.08%+90
WESTERN ASSET GBL HIGH INC F011,743+11,7430820.08%+82
HELEN OF TROY LTD12,24019,553+7,3131,1351,2091.13%+74
MATCH GROUP INC NEW(MTCH)9,0199,01902743410.32%+67
ALAMO GROUP INC8,9828,98201,5541,6181.52%+64
CORPAY INC(CPAY)1,2751,27503393980.37%+59
NETSTREIT CORP(NTST)76,31977,533+1,2141,2291,2821.20%+53
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,1035,10304424950.46%+53
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)83483402583090.29%+51
JONES LANG LASALLE INC(JLL)1,3091,175-1342693170.30%+48
GLOBUS MED INC(GMED)15,73615,73601,0781,1261.06%+48
CF INDS HLDGS INC(CF)3,4163,41602532930.27%+40
SYNOVUS FINL CORP7,2937,29302933240.30%+31
BOOZ ALLEN HAMILTON HLDG COR3,5073,50705405710.54%+31
CHEMED CORP NEW(CHE)50950902763060.29%+30
OTIS WORLDWIDE CORP(OTIS)3,6953,69503563840.36%+28
EASTGROUP PPTYS INC(EGP)1,6581,65802823100.29%+28
EVERTEC INC(EVTC)42,19542,19501,4031,4301.34%+27
AMDOCS LTD(DOX)3,0493,04902412670.25%+26
LAMAR ADVERTISING CO NEW(LAMR)1,8331,83302192450.23%+26
BROADRIDGE FINL SOLUTIONS IN(BR)1,3721,37202702950.28%+25
WEST PHARMACEUTICAL SVSC INC(WST)9171,086+1693023260.31%+24
HENRY JACK & ASSOC INC(JKHY)1,6691,66902772950.28%+18
ROLLINS INC(ROL)6,9556,95503393520.33%+12
EPAM SYS INC(EPAM)1,0971,09702062180.20%+12
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601431460.14%+3
TYLER TECHNOLOGIES INC(TYL)656551-1053303220.30%-8
MSA SAFETY INC(MSA)1,5091,50902832680.25%-16
GENTEX CORP(GNTX)8,7668,76602962600.24%-35
KADANT INC(KAI)5,3424,503-8391,5691,5221.43%-47
ADVANCED ENERGY INDS14,97714,97701,6291,5761.48%-53
INSPERITY INC(NSP)17,86017,86001,6291,5721.47%-57
AUDIOCODES LTD138,035138,03501,4331,3431.26%-90
POWER INTEGRATIONS INC(POWI)16,55716,55701,1621,0621.00%-101
KULICKE & SOFFA INDS INC(KLIC)25,46725,46701,2531,1491.08%-103
U S PHYSICAL THERAPY(USPH)14,94114,94101,3811,2641.19%-116
INNOSPEC INC(IOSP)12,32412,32401,5231,3941.31%-129
ZIFF DAVIS INC(ZD)25,42425,42401,4001,2371.16%-162
ICON PLC(ICLR)6500-6502040-204
ADDUS HOMECARE CORP14,88111,402-3,4791,7281,5171.42%-211
FORTREA HLDGS INC(FTRE)66,66766,66701,5561,3331.25%-223
ABM INDS INC40,29131,160-9,1312,0381,6441.54%-393
CORE LABORATORIES INC79,39059,185-20,2051,6111,0971.03%-514
MEDPACE HLDGS INC(MEDP)5,8985,649-2492,4291,8861.77%-543
SIMULATIONS PLUS INC34,75634,75601,6901,1131.04%-577
NAPCO SEC TECHNOLOGIES INC(NSSC)53,46637,122-16,3442,7781,5021.41%-1,276
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