Fund Holdings — QSV Equity Investors LLC

Total Portfolio Value
$97.87M
Total Bought
$7.30M
Total Sold
$5.99M
Net Transaction
+$1.31M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LANDSTAR SYS INC(LSTR)011,650+11,65001,4281.46%+1,428
ESAB CORPORATION(ESAB)011,655+11,65501,3021.33%+1,302
A10 NETWORKS INC065,479+65,47901,1881.21%+1,188
CHEMED CORP NEW(CHE)5103,034+2,5242481,3581.39%+1,110
CRANE NXT CO(CXT)013,401+13,40108990.92%+899
GENTEX CORP(GNTX)65,09564,809-2861,4311,8341.87%+403
FB FINL CORP(FBK)33,94733,94701,5381,8921.93%+354
EQUITY LIFESTYLE PPTYS INC(ELS)05,472+5,47203320.34%+332
WALKER & DUNLOP INC(WD)20,02820,02801,4121,6751.71%+263
ZIFF DAVIS INC(ZD)31,43431,43409521,1981.22%+246
CARETRUST REIT INC(CTRE)56,69656,662-341,7351,9652.01%+230
QUAKER HOUGHTON(KWR)10,63810,628-101,1911,4001.43%+209
KULICKE & SOFFA INDS INC(KLIC)34,28534,28501,1861,3931.42%+207
LINCOLN ELEC HLDGS INC(LECO)0861+86102030.21%+203
COGNEX CORP(CGNX)35,96428,546-7,4181,1411,2931.32%+152
ICF INTL INC(ICFI)17,57317,57301,4891,6311.67%+142
ASTRANA HEALTH INC(ASTH)39,45839,45809821,1191.14%+137
HANCOCK WHITNEY CORPORATION(HWC)24,66824,66801,4161,5441.58%+129
HANOVER INS GROUP INC(THG)10,76210,76201,8281,9552.00%+127
REYNOLDS CONSUMER PRODS INC(REYN)41,21141,21108831,0081.03%+126
LXP INDUSTRIAL TRUST(LXP)173,464173,46401,4331,5541.59%+121
POSTAL REALTY TRUST INC(PSTL)103,040103,108+681,5181,6181.65%+100
U S PHYSICAL THERAPY(USPH)14,78514,78501,1561,2561.28%+100
LIBERTY ENERGY INC(LBRT)94,52894,445-831,0851,1651.19%+80
GLACIER BANCORP INC NEW(GBCI)48,84244,528-4,3142,1042,1672.21%+63
FIRST AMERN FINL CORP(FAF)19,03719,03701,1691,2231.25%+54
HORIZON BANCORP INC(HBNC)78,76078,76001,2111,2611.29%+50
BOOZ ALLEN HAMILTON HLDG COR2,4903,089+5992593090.32%+49
TENNANT CO(TNC)13,64613,64601,0571,1061.13%+49
CITIZENS & NORTHN CORP(CZNC)50,93350,93309651,0091.03%+44
HALLIBURTON CO(HAL)11,94211,687-2552432880.29%+44
WEST PHARMACEUTICAL SVSC INC(WST)1,0911,067-242392800.29%+41
JONES LANG LASALLE INC(JLL)1,1641,134-302983380.35%+41
ICON PLC(ICLR)1,4591,431-282122500.26%+38
ALEXANDRIA REAL ESTATE EQ IN3,4703,385-852522820.29%+30
ADDUS HOMECARE CORP11,10511,095-101,2791,3091.34%+30
OTIS WORLDWIDE CORP(OTIS)3,6794,307+6283643940.40%+29
LABCORP HOLDINGS INC(LH)1,6931,648-454444730.48%+29
FACTSET RESH SYS INC(FDS)504880+3762252520.26%+27
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,9504,95004644910.50%+26
CABOT CORP(CBT)16,01816,019+11,2011,2181.24%+17
WESBANCO INC(WSBC)51,51251,514+21,6291,6451.68%+16
BRADY CORP(BRC)30,70526,930-3,7752,0872,1012.15%+14
ROLLINS INC(ROL)6,9426,795-1473923990.41%+7
WESTERN ASSET GBL HIGH INC F(EHI)11,74411,744077780.08%+1
THE CAMPBELLS COMPANY(CPB)7,5607,355-2052322320.24%+1
MSA SAFETY INC(MSA)1,5321,491-412572570.26%-0
PRIMERICA INC(PRI)7,5437,426-1172,0642,0612.11%-3
EASTGROUP PPTYS INC(EGP)1,6691,627-422792750.28%-4
ADVANCED ENERGY INDS12,1879,463-2,7241,6151,6101.64%-5
NASDAQ INC(NDAQ)2,5372,414-1232272140.22%-13
BROADRIDGE FINL SOLUTIONS IN(BR)1,3681,339-293323190.33%-14
CF INDS HLDGS INC(CF)3,4253,345-803153000.31%-15
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,0821,055-273343140.32%-20
NEXPOINT RESIDENTIAL TR INC(NXRT)37,47138,040+5691,2491,2261.25%-23
SYNOVUS FINL CORP7,2797,098-1813773480.36%-28
CSG SYS INTL INC33,11433,11402,1632,1322.18%-31
NUVEEN FLOATING RATE INCOME(JFR)16,57613,184-3,3921401080.11%-33
ABM INDS INC30,72430,725+11,4501,4171.45%-33
AMDOCS LTD(DOX)3,0502,979-712782440.25%-34
BANK OZK LITTLE ROCK ARK(OZK)50,64445,964-4,6802,3832,3432.39%-40
AUDIOCODES LTD(AUDC)135,187135,18701,3281,2871.31%-41
GLOBUS MED INC(GMED)24,25224,25201,4311,3891.42%-42
CORPAY INC(CPAY)909885-242982550.26%-43
TYLER TECHNOLOGIES INC(TYL)552541-113272830.29%-44
GETTY RLTY CORP NEW(GTY)56,68156,68101,5671,5211.55%-46
AMER STATES WTR CO14,97114,97101,1481,0981.12%-50
PAYCOM SOFTWARE INC(PAYC)1,9071,862-454413880.40%-54
HENRY JACK & ASSOC INC(JKHY)1,6761,642-343022450.25%-57
KADANT INC(KAI)3,6393,63901,1551,0831.11%-72
UFP INDUSTRIES INC(UFPI)12,41712,41701,2341,1611.19%-73
INNOSPEC INC(IOSP)12,16512,16501,0239390.96%-84
NATIONAL STORAGE AFFILIATES47,64847,64801,5241,4401.47%-84
SEACOAST BKG CORP FLA(SBCF)69,08959,866-9,2231,9081,8221.86%-87
RLI CORP(RLI)12,97412,97409378460.86%-91
EVERTEC INC(EVTC)41,86941,86901,5091,4141.45%-95
CATALYST PHARMACEUTICALS INC53,43853,486+481,1601,0541.08%-106
CACTUS INC(WHD)29,66429,687+231,2971,1721.20%-125
COHEN & STEERS INC(CNS)14,74314,74301,1119670.99%-144
INNOVIVA INC(INVA)79,10679,10601,5891,4441.48%-146
ITURAN LOCATION AND CONTROL
SHS
49,13149,157+261,9031,7561.79%-147
WD 40 CO(WDFC)5,5705,574+41,2701,1011.13%-169
MGP INGREDIENTS INC NEW(MGPI)31,76631,76609527680.79%-184
BRUKER CORP(BRKR)22,14322,14309127190.74%-193
ALAMO GROUP INC7,6937,69301,6801,4691.50%-211
EXLSERVICE HOLDINGS INC(EXLS)48,94443,354-5,5902,1431,9091.95%-234
DORMAN PRODS INC(DORM)19,52613,693-5,8332,3952,1342.18%-261
MATCH GROUP INC NEW(MTCH)9,0260-9,0262790—-279
POWER INTEGRATIONS INC(POWI)22,41922,41901,2539010.92%-352
HF SINCLAIR CORP(DINO)8,7020-8,7023570—-357
EVERCORE INC(EVR)7,8525,094-2,7582,1201,7181.76%-402
HAEMONETICS CORP MASS(HAE)20,79020,79001,5511,0131.04%-538
VESTIS CORPORATION(VSTS)197,034113,646-83,3881,1295150.53%-614
HELEN OF TROY LTD(HELE)25,1420-25,1427140—-714
PROGRESS SOFTWARE CORP(PRGS)35,88335,88302,2911,5761.61%-714
MALIBU BOATS INC(MBUU)39,1160-39,1161,2260—-1,226
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QSV Equity Investors LLC — 13F Holdings — Q3 2025 | TickerTrail