Fund HoldingsKESTREL INVESTMENT MANAGEMENT CORP

Total Portfolio Value
$163.7K
Total Bought
$17.9K
Total Sold
$22.4K
Net Transaction
-$4.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Concentrix Corp(CNXC)0106,950+106,950063.63%+6
Atkore Inc080,850+80,850052.96%+5
MRC Global Inc0400,850+400,850052.81%+5
Koppers Holdings Inc(KOP)090,550+90,550031.55%+3
Brighthouse Financial Inc(BHF)98,80098,8000563.50%+1
Progyny Inc187,150187,1500342.55%+1
CNO Financial Group Inc167,250167,2500674.25%+1
Prestige Consumer Healthcare I(PBH)76,35076,3500674.01%+1
Radian Group Inc(RDN)209,200209,2000774.23%0
Tenet Healthcare Corp(THC)29,97529,9750442.46%0
Driven Brands Hldgs Inc(DRVN)228,600228,6000442.39%0
Hudson Technologies Inc218,650218,6500110.82%0
Science App Intl Corp(SAIC)23,85023,8500331.64%0
Acadian Asset Management Inc(AAMI)68,28168,2810221.08%-0
Radiant Logistics Inc139,299139,2990110.52%-0
Metallus Inc142,400142,4000221.16%-0
Preferred Bank(PFBC)43,45043,4500442.22%-0
Ranger Energy Srvcs Inc151,800151,8000221.32%-0
Xperi Inc77,42177,4210110.37%-0
Southside Bancshares Inc(SBSI)75,10075,1000221.33%-0
Adeia Inc(ADEA)278,113278,1130442.25%-0
Avanos Medical Inc(AVNS)152,950152,9500221.34%-0
Edgewell Personal Care Co(EPC)127,900127,9000442.44%-0
Berkshire Hills Bancorp Inc147,750147,7500442.35%-0
MDU Resources Group Inc(MDU)324,300324,3000653.35%-0
Premier Inc267,350267,3500653.15%-1
Axos Financial Inc(AX)104,050104,0500774.10%-1
Cross Country Healthcare Inc182,500182,5000331.66%-1
Photronics Inc(PLAB)219,150219,1500552.78%-1
Forrester Research Inc99,80099,8000210.56%-1
Blackbaud Inc(BLKB)66,65066,6500542.53%-1
Consensus Cloud Solns Inc39,0000-39,00010-1
Xenia Hotels and Resorts(XHR)322,050322,0500542.31%-1
PHINIA Inc(PHIN)179,200179,2000984.64%-1
Tri Pointe Homes Inc
COM
240,150240,1500984.68%-1
NCR Atleos Corp(NATL)171,650171,6500652.77%-1
TreeHouse Foods Inc172,450172,4500652.85%-1
Upwork Inc(UPWK)471,900471,9000863.76%-2
Dine Brands Global Inc57,9500-57,95020-2
Dun & Bradstreet Hldgs Inc509,500509,5000652.78%-2
Shoals Technologies Group Inc(SHLS)851,200851,2000531.73%-2
Vitesse Energy Inc141,0500-141,05040-4
Adtalem Global Educ Inc(CVSA)145,00051,600-93,4001353.17%-8
CNX Resources Corp(CNX)225,2500-225,25080-8
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