|
BELFB
|
US |
BEL FUSE INC-CL B |
313,446 |
$26M |
4.30% |
27.4%
|
- |
|
JBT
|
US |
JOHN BEAN TECHNOLOGIES CORP |
186,540 |
$24M |
3.94% |
93.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
97,296 |
$23M |
3.75% |
-0.8%
|
- |
|
PHIN
|
US |
PHINIA INC |
415,140 |
$20M |
3.32% |
12.1%
|
- |
|
TRS
|
US |
TRIMAS CORP |
754,089 |
$19M |
3.08% |
41.2%
|
- |
|
VVI
|
US |
VIAD CORP |
427,259 |
$18M |
3.02% |
-1.9%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
90,273 |
$18M |
2.96% |
-1.1%
|
- |
|
MLR
|
US |
MILLER INDUSTRIES INC/TENN |
271,658 |
$18M |
2.95% |
-26.8%
|
- |
|
TPR
|
US |
TAPESTRY INC |
239,007 |
$16M |
2.60% |
-1.0%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
120,785 |
$15M |
2.42% |
29.0%
|
- |
|
MTG
|
US |
MGIC INVESTMENT CORP |
605,467 |
$14M |
2.39% |
25.9%
|
- |
|
SSB
|
US |
SOUTHSTATE CORP |
129,104 |
$13M |
2.13% |
269.8%
|
- |
|
PFGC
|
US |
PERFORMANCE FOOD GROUP CO |
150,131 |
$13M |
2.11% |
1.2%
|
- |
|
WAL
|
US |
WESTERN ALLIANCE BANCORP |
152,029 |
$13M |
2.11% |
52.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
28,854 |
$12M |
2.02% |
-0.7%
|
- |
|
ESGR
|
US |
ENSTAR GROUP LTD |
37,402 |
$12M |
2.00% |
-16.4%
|
- |
|
LEGH
|
US |
LEGACY HOUSING CORP |
472,935 |
$12M |
1.94% |
34.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
22,378 |
$11M |
1.88% |
-0.7%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
57,660 |
$11M |
1.81% |
-5.9%
|
- |
|
AEP
|
US |
AMERICAN ELECTRIC POWER |
106,204 |
$10M |
1.63% |
-0.8%
|
- |