Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$104.00M
Total Bought
$9.90M
Total Sold
$4.30M
Net Transaction
+$5.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CARETRUST REIT INC(CTRE)057,514+57,51401,5561.50%+1,556
COGNEX CORP(CGNX)036,152+36,15201,2961.25%+1,296
DOXIMITY INC(DOCS)60,57760,763+1862,6393,2443.12%+605
DORMAN PRODS INC(DORM)19,73119,810+792,2322,5662.47%+334
EXLSERVICE HOLDINGS INC(EXLS)49,43949,457+181,8862,1952.11%+309
ITURAN LOCATION AND CONTROL
SHS
60,68960,746+571,6111,8921.82%+282
GLACIER BANCORP INC NEW(GBCI)49,48849,557+692,2622,4892.39%+227
GARMIN LTD(GRMN)01,089+1,08902250.22%+225
FB FINL CORP(FBK)44,14944,293+1442,0722,2822.19%+210
EVERCORE INC(EVR)7,9998,001+22,0262,2182.13%+191
GLOBUS MED INC(GMED)15,73615,73601,1261,3021.25%+176
ADVANCED ENERGY INDS14,97714,966-111,5761,7311.66%+154
ZIFF DAVIS INC(ZD)25,42425,42401,2371,3821.33%+144
PREMIER FINANCIAL CORP65,06865,071+31,5281,6641.60%+136
CSG SYS INTL INC33,30933,460+1511,6201,7101.64%+90
HANCOCK WHITNEY CORPORATION(HWC)24,96324,934-291,2771,3641.31%+87
CATALYST PHARMACEUTICALS INC(CPRX)84,13784,060-771,6731,7541.69%+82
BANK OZK LITTLE ROCK ARK(OZK)51,41951,447+282,2112,2912.20%+80
PAYCOM SOFTWARE INC(PAYC)1,9041,922+183173940.38%+77
HANOVER INS GROUP INC(THG)10,94210,94201,6211,6921.63%+72
SEACOAST BKG CORP FLA(SBCF)70,52870,52801,8801,9421.87%+62
U S PHYSICAL THERAPY(USPH)14,94114,94101,2641,3251.27%+61
PRIMERICA INC(PRI)7,5567,590+342,0032,0601.98%+57
ALAMO GROUP INC8,9828,985+31,6181,6701.61%+52
SYNOVUS FINL CORP7,2937,317+243243750.36%+51
HORIZON BANCORP INC(HBNC)79,59579,59501,2381,2821.23%+45
EPAM SYS INC(EPAM)1,0971,118+212182610.25%+43
VESTIS CORPORATION(VSTS)115,561115,56101,7221,7611.69%+39
KULICKE & SOFFA INDS INC(KLIC)25,46725,46701,1491,1881.14%+39
WEST PHARMACEUTICAL SVSC INC(WST)1,0861,096+103263590.35%+33
KADANT INC(KAI)4,5034,504+11,5221,5541.49%+32
EVERTEC INC(EVTC)42,19542,296+1011,4301,4601.40%+30
BROADRIDGE FINL SOLUTIONS IN(BR)1,3721,377+52953110.30%+16
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)834838+43093240.31%+15
NUVEEN FLOATING RATE INCOME(JFR)16,57616,57601461480.14%+2
CF INDS HLDGS INC(CF)3,4163,439+232932930.28%0
AUDIOCODES LTD138,035137,918-1171,3431,3431.29%0
HENRY JACK & ASSOC INC(JKHY)1,6691,676+72952940.28%-1
TYLER TECHNOLOGIES INC(TYL)551555+43223200.31%-2
WESTERN ASSET GBL HIGH INC F11,74311,744+182780.08%-3
AMDOCS LTD(DOX)3,0493,067+182672610.25%-6
MEDPACE HLDGS INC(MEDP)5,6495,655+61,8861,8791.81%-7
GENTEX CORP(GNTX)8,7668,775+92602520.24%-8
MSA SAFETY INC(MSA)1,5091,522+132682520.24%-15
LAMAR ADVERTISING CO NEW(LAMR)1,8331,843+102452240.22%-21
JONES LANG LASALLE INC(JLL)1,1751,171-43172960.29%-21
MARKETAXESS HLDGS INC(MKTX)891897+62282030.19%-26
ROLLINS INC(ROL)6,9556,983+283523240.31%-28
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,1035,003-1004954640.45%-31
CHEMED CORP NEW(CHE)509511+23062710.26%-35
INNOSPEC INC(IOSP)12,32412,335+111,3941,3581.31%-36
HELEN OF TROY LTD19,55319,55301,2091,1701.12%-39
POWER INTEGRATIONS INC(POWI)16,55716,55701,0621,0220.98%-40
OTIS WORLDWIDE CORP(OTIS)3,6953,702+73843430.33%-41
EASTGROUP PPTYS INC(EGP)1,6581,668+103102680.26%-42
ABM INDS INC31,16031,285+1251,6441,6011.54%-43
MATCH GROUP INC NEW(MTCH)9,0199,060+413412960.28%-45
MALIBU BOATS INC39,52239,52201,5341,4861.43%-48
CITIZENS & NORTHN CORP51,48451,48401,0149580.92%-56
COHEN & STEERS INC(CNS)20,70820,790+821,9871,9201.85%-67
FIRST AMERN FINL CORP(FAF)19,49119,49101,2871,2171.17%-70
CORE LABORATORIES INC59,18559,258+731,0971,0260.99%-71
PROGRESS SOFTWARE CORP(PRGS)36,35636,454+982,4492,3752.28%-74
BRADY CORP(BRC)31,03231,160+1282,3782,3012.21%-77
HAWKINS INC(HWKN)17,40717,410+32,2192,1362.05%-83
AMER STATES WTR CO15,13415,13401,2611,1761.13%-84
WD 40 CO(WDFC)5,5575,55701,4331,3491.30%-84
NEXPOINT RESIDENTIAL TR INC(NXRT)38,89938,940+411,7121,6261.56%-86
ADDUS HOMECARE CORP11,40211,412+101,5171,4301.38%-86
CORPAY INC(CPAY)1,275915-3603983100.30%-88
FORTREA HLDGS INC(FTRE)66,66766,703+361,3331,2441.20%-89
GETTY RLTY CORP NEW(GTY)57,82058,024+2041,8391,7481.68%-91
BOOZ ALLEN HAMILTON HLDG COR3,5073,534+275714550.44%-116
SIMULATIONS PLUS INC34,75634,75601,1139690.93%-144
POSTAL REALTY TRUST INC(PSTL)104,218104,143-751,5261,3591.31%-167
NAPCO SEC TECHNOLOGIES INC(NSSC)37,12237,251+1291,5021,3251.27%-177
INSPERITY INC(NSP)17,86017,938+781,5721,3901.34%-181
CHECK POINT SOFTWARE TECH LT
ORD
1,0490-1,0492020-202
MONOLITHIC PWR SYS INC(MPWR)2250-2252080-208
UFP INDUSTRIES INC(UFPI)12,63812,641+31,6581,4241.37%-234
INNOVIVA INC(INVA)135,439135,43902,6152,3502.26%-265
RLI CORP(RLI)12,4719,767-2,7041,9331,6101.55%-323
WALKER & DUNLOP INC(WD)20,18220,234+522,2921,9671.89%-326
LABCORP HOLDINGS INC(LH)1,7010-1,7013800-380
NATIONAL STORAGE AFFILIATES(NSA)47,99348,164+1712,3131,8261.76%-487
ICF INTL INC(ICFI)10,39910,406+71,7341,2401.19%-494
ASTRANA HEALTH INC(ASTH)29,59629,59601,7159330.90%-782
MGP INGREDIENTS INC NEW19,48219,553+711,6227700.74%-852
GENERAC HLDGS INC(GNRC)8,0000-8,0001,2710-1,271
NETSTREIT CORP(NTST)77,5330-77,5331,2820-1,282
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