Fund HoldingsKESTREL INVESTMENT MANAGEMENT CORP

Total Portfolio Value
$158.1K
Total Bought
$16.9K
Total Sold
$45.8K
Net Transaction
-$28.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PHINIA Inc(PHIN)0202,500+202,500053.43%+5
Cross Country Healthcare Inc0208,600+208,600053.27%+5
Integra LifeSciences Hldgs Cor(IART)0122,450+122,450052.96%+5
American Vanguard Corp0144,400+144,400021.00%+2
California Resources Corp(CRC)184,300166,300-18,000895.89%+1
Adtalem Global Educ Inc(CVSA)181,900163,600-18,300674.43%+1
CNX Resources Corp(CNX)282,050253,250-28,800563.62%+1
Vista Outdoor Inc215,750193,650-22,100664.06%0
Koppers Holdings Inc(KOP)83,15074,950-8,200331.87%0
Southside Bancshares Inc(SBSI)93,90086,800-7,100221.58%0
Gibraltar Industries Inc(ROCK)119,350110,750-8,600874.73%-0
Victory Capital Hldgs Inc(VCTR)170,800158,500-12,300553.34%-0
Veradigm Inc284,700263,900-20,800432.19%-0
Brighthouse Financial Inc(BHF)122,000113,500-8,500663.51%-0
DT Midstream Inc(DTM)139,275126,075-13,200774.22%-0
Radiant Logistics Inc164,399149,099-15,300110.53%-0
BrightSphere Inv Group Inc(AAMI)84,52876,081-8,447210.93%-0
Vitesse Energy Inc179,550161,250-18,300442.33%-0
Avid Technology Inc191,950168,950-23,000552.87%-0
Adeia Inc(ADEA)342,367318,613-23,754432.15%-0
Consensus Cloud Solns Inc48,80045,100-3,700210.72%-0
Banner Corp(BANR)87,55081,150-6,400432.17%-0
Science App Intl Corp(SAIC)29,45027,650-1,800331.85%-0
Xperi Inc97,16287,621-9,541110.55%-0
SP Plus Corp74,60069,300-5,300331.58%-0
CNO Financial Group Inc204,550186,250-18,300542.80%-0
HireRight Hldgs Corp215,950194,750-21,200221.17%-1
Standard Motor Prod Inc(SMP)88,20079,200-9,000331.68%-1
Daseke Inc278,950259,650-19,300210.84%-1
The ODP Corp126,500114,000-12,500653.33%-1
Kohl's Corp(KSS)162,400146,200-16,200431.94%-1
Axos Financial Inc(AX)132,650119,550-13,100552.86%-1
Radian Group Inc(RDN)264,500237,900-26,600763.78%-1
Dine Brands Global Inc71,45064,050-7,400432.00%-1
Open Lending Corp496,500460,700-35,800532.13%-2
Perficient Inc75,00069,500-5,500642.54%-2
Tri Pointe Homes Inc
COM
297,250267,550-29,7001074.63%-2
Tenet Healthcare Corp(THC)120,400108,200-12,2001074.51%-3
Matthews International Corp74,5500-74,55030-3
The Hanover Insur Grp Inc(THG)34,3500-34,35040-4
Univar Solutions Inc202,3000-202,30070-7
Triton International LTD(TRTN-PA)106,5000-106,50090-9
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