Fund HoldingsKESTREL INVESTMENT MANAGEMENT CORP

Total Portfolio Value
$167.47M
Total Bought
$18.37M
Total Sold
$137.70M
Net Transaction
-$119.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PHINIA Inc(PHIN)165,400163,600-1,8001011,1976.69%+11,186
Tri Pointe Homes Inc
COM
221,550220,050-1,500710,2836.14%+10,276
Photronics Inc(PLAB)201,850200,450-1,40068,1004.84%+8,094
Axos Financial Inc(AX)96,15095,150-1,00088,0964.83%+8,088
NCR Atleos Corp(NATL)158,150156,850-1,30066,8364.08%+6,829
Integer Holdings Corp(ITGR)75,65075,150-50066,6133.95%+6,607
CNO Financial Group Inc154,250153,250-1,00076,2923.76%+6,286
Bristow Group Inc(VTOL)130,500129,700-80056,0823.63%+6,077
Haemonetics Corp(HAE)98,10097,400-70085,4893.28%+5,482
Covista Inc(CVSA)47,60047,300-30055,4513.26%+5,446
Brighthouse Financial Inc(BHF)91,20090,400-80065,4133.23%+5,407
TriMas Corp(TRS)0149,550+149,55005,3753.21%+5,375
Ecovyst Inc(ECVT)407,600405,400-2,20045,2133.11%+5,209
Tenet Healthcare Corp(THC)27,47527,175-30055,1283.06%+5,123
QCR Holdings Inc(QCRH)55,65055,650054,7552.84%+4,751
Upwork Inc(UPWK)435,500433,000-2,50094,7462.83%+4,737
Xenia Hotels and Resorts(XHR)297,050294,650-2,40044,3702.61%+4,365
Atkore Inc74,65074,150-50054,3682.61%+4,363
Insight Enterprises Inc(NSIT)063,750+63,75004,2722.55%+4,272
Prestige Consumer Healthcare I(PBH)70,45070,050-40044,1522.48%+4,148
The Simply Good Foods Co(SMPL)135,575258,050+122,47533,7032.21%+3,700
Preferred Bank(PFBC)40,05039,750-30043,6052.15%+3,601
Acadian Asset Management Inc(AAMI)63,18162,381-80033,3952.03%+3,392
ZoomInfo Technologies Inc(GTM)551,600547,100-4,50063,2721.95%+3,266
Koppers Holdings Inc(KOP)83,75083,450-30023,2281.93%+3,226
Matthews International Corp(MATW)115,900115,900032,9931.79%+2,990
Concentrix Corp(CNXC)98,45097,750-70042,6741.60%+2,670
ExlService Holdings Inc(EXLS)086,500+86,50002,6341.57%+2,634
Cars.com Inc307,550305,750-1,80042,4831.48%+2,479
The Scotts Miracle-Gro Co(SMG)039,300+39,30002,3901.43%+2,390
Blackbaud Inc(BLKB)61,55061,050-50042,3571.41%+2,353
Southside Bancshares Inc(SBSI)69,50069,000-50022,1451.28%+2,143
Metallus Inc131,200130,000-1,20022,1241.27%+2,122
Science App Intl Corp(SAIC)22,15022,150022,1021.26%+2,100
Avanos Medical Inc(AVNS)141,050139,850-1,20021,9591.17%+1,958
Cross Country Healthcare Inc168,600167,100-1,50011,5710.94%+1,569
Hudson Technologies Inc201,750200,750-1,00011,1800.70%+1,179
Radiant Logistics Inc127,799127,799019010.54%+900
Forrester Research Inc91,50091,500015180.31%+517
Ranger Energy Srvcs Inc139,6000-139,60020-2
OceanFirst Financial Corp(OCFC)197,0500-197,05040-4
TreeHouse Foods Inc158,9500-158,95040-4
CoreCivic Inc(CXW)293,1000-293,10060-6
Radian Group Inc(RDN)192,8000-192,80070-7
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