Fund HoldingsKESTREL INVESTMENT MANAGEMENT CORP

Total Portfolio Value
$147.8K
Total Bought
$10.3K
Total Sold
$29.7K
Net Transaction
-$19.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NCR Atleos Corp(NATL)0163,750+163,750042.69%+4
Avanos Medical Inc(AVNS)0145,550+145,550032.21%+3
Driven Brands Hldgs Inc(DRVN)0215,100+215,100032.08%+3
Adtalem Global Educ Inc(CVSA)163,600137,000-26,600785.46%+1
Axos Financial Inc(AX)119,55099,250-20,300553.67%+1
Tri Pointe Homes Inc
COM
267,550224,650-42,900785.38%+1
Kohl's Corp(KSS)146,200122,400-23,800342.37%0
Daseke Inc259,650213,850-45,800121.17%0
SP Plus Corp69,30056,500-12,800331.96%0
HireRight Hldgs Corp194,750162,050-32,700221.47%0
The ODP Corp114,00096,300-17,700553.67%0
Banner Corp(BANR)81,15066,150-15,000342.40%0
Science App Intl Corp(SAIC)27,65024,050-3,600332.02%0
Radiant Logistics Inc149,099128,499-20,600110.58%0
Standard Motor Prod Inc(SMP)79,20066,900-12,300331.80%0
CNO Financial Group Inc186,250158,150-28,100442.99%-0
Xperi Inc87,62173,821-13,800110.55%-0
Adeia Inc(ADEA)318,613260,313-58,300332.18%-0
Open Lending Corp460,700375,000-85,700332.16%-0
Consensus Cloud Solns Inc45,10036,200-8,900110.64%-0
BrightSphere Inv Group Inc(AAMI)76,08163,781-12,300110.83%-0
Radian Group Inc(RDN)237,900199,400-38,500663.85%-0
PHINIA Inc(PHIN)202,500169,800-32,700553.48%-0
Tenet Healthcare Corp(THC)108,20090,600-17,600774.63%-0
Southside Bancshares Inc(SBSI)86,80070,200-16,600221.49%-0
Integra LifeSciences Hldgs Cor(IART)122,450100,050-22,400542.95%-0
Perficient Inc69,50056,200-13,300442.50%-0
Gibraltar Industries Inc(ROCK)110,75090,250-20,500774.82%-0
Dine Brands Global Inc64,05053,450-10,600331.80%-1
Brighthouse Financial Inc(BHF)113,50092,600-20,900653.32%-1
Vitesse Energy Inc161,250134,350-26,900431.99%-1
DT Midstream Inc(DTM)126,075107,575-18,500763.99%-1
Victory Capital Hldgs Inc(VCTR)158,500129,200-29,300543.01%-1
Cross Country Healthcare Inc208,600170,500-38,100542.61%-1
CNX Resources Corp(CNX)253,250212,450-40,800642.87%-1
American Vanguard Corp144,4000-144,40020-2
Vista Outdoor Inc193,650162,550-31,100653.25%-2
California Resources Corp(CRC)166,300139,300-27,000985.15%-2
Koppers Holdings Inc(KOP)74,9500-74,95030-3
Veradigm Inc263,9000-263,90030-3
Avid Technology Inc168,9500-168,95050-5
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