DENALI ADVISORS LLC Q2 2019 Filing

Filed July 8, 2019

Portfolio Value

$668.8M

Holdings

300

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
101
TRTN-PATriton International Ltd
27,900$914K0.14%
102
MSMMSC Industrial Direct Co.
12,300$913K0.14%
103
AVX Corporation
55,000$913K0.14%
104
Oritani Financial Corp.
51,000$905K0.14%
105
LPI1EURLaredo Petroleum
310,794$901K0.13%
106
RBCAARepublic Bancorp KY
17,885$890K0.13%
107
AYRAircastle Ltd
41,700$887K0.13%
108
IBOCInternational Bancshares
22,900$864K0.13%
109
FIBKFirst Interstate BancSystem A
21,700$860K0.13%
110
UBNTEURUbiquiti Networks, Inc.
6,500$855K0.13%
111
PRKPark National Corp OH
8,600$855K0.13%
112
ESGREnstar Group Limited
4,900$854K0.13%
113
BANFBancFirst Corp OK
15,200$846K0.13%
114
IMKTAIngles Markets cl A
26,963$839K0.13%
115
NBTBNBT Bancorp Inc.
22,000$825K0.12%
116
PCCPC Connection, Inc.
23,532$823K0.12%
117
GNWGenworth Financial Inc
219,900$816K0.12%
118
HCCWarrior Met Coal, Llc
31,200$815K0.12%
119
ALXAlexanders Inc.
2,200$815K0.12%
120
MSGNMSG Networks Inc.
39,100$811K0.12%
121
MTXMinerals Technologies
15,100$808K0.12%
122
NIJNelnet Inc
13,600$805K0.12%
123
ISCAUSDInternational Speedway Corp
17,800$799K0.12%
124
National General Holdings Corp
34,800$798K0.12%
125
RUSHARush Enterprises Inc
21,300$778K0.12%
126
SCSCScanSource, Inc.
23,361$761K0.11%
127
CMRECostamare Inc
148,400$761K0.11%
128
BFHAlliance Data Systems Corp
5,400$757K0.11%
129
MG1MGE Energy Inc.
10,200$745K0.11%
130
INGRIngredion Incorporated
8,900$734K0.11%
131
MTORMeritor, Inc.
29,800$723K0.11%
132
RMRRMR Group
15,000$705K0.11%
133
DWDMorgan Stanley
16,100$705K0.11%
134
NWLINational Western Life Group A
2,701$694K0.10%
135
MTDMettler-Toledo International
800$672K0.10%
136
TOWNTowne Bank
24,100$657K0.10%
137
JBLUJetBlue Airways Corp
34,700$642K0.10%
138
WINAWinmark Corporation
3,645$631K0.09%
139
INNSummit Hotel Properties, Inc.
54,500$625K0.09%
140
GAMCO Investors, Inc.
32,300$619K0.09%
141
ACCOAcco Brands Corporation
78,251$616K0.09%
142
JAZZJazz Pharmaceuticals plc
4,100$584K0.09%
143
STBAS&T Bancorp Inc.
13,800$517K0.08%
144
UTMUtah Medical Products Inc.
5,394$516K0.08%
145
MDMednax, Inc.
20,100$507K0.08%
146
CTOUSDConsolidated Tomoka Land Company
8,437$504K0.08%
147
WTHWorthington Industries
12,300$495K0.07%
148
AREAlexandria Real Estate
3,200$451K0.07%
149
MSFTMicrosoft Corporation
3,300$442K0.07%
150
SBTEURSterling Bancorp Inc
44,164$440K0.07%
151
ALLYAlly Financial Inc.
14,100$437K0.07%
152
MIKUSDThe Michaels Companies, Inc.
49,500$431K0.06%
153
EIGEmployers Holdings, Inc.
10,200$431K0.06%
154
JPMJPMorgan Chase & Co.
3,800$425K0.06%
155
WSOWatsco Inc.
2,600$425K0.06%
156
PKOHPark-Ohio Holdings Co
12,743$415K0.06%
157
FTS International Inc
70,200$392K0.06%
158
CWCOConsolidated Water Co.
27,200$388K0.06%
159
AAWWUSDAtlas Air Worldwide
8,700$388K0.06%
160
JELDJeld Wen Holding
18,100$384K0.06%
161
KELYAKelly Services cl A
14,600$382K0.06%
162
AMCXAMC Networks Inc. cl A
6,700$365K0.05%
163
FFIVF5 Networks Inc.
2,500$364K0.05%
164
RMEResMed Inc.
2,900$354K0.05%
165
CAHCardinal Health Inc.
7,200$339K0.05%
166
WNCWabash National Corp.
20,800$338K0.05%
167
GTNGray Television Inc
20,400$334K0.05%
168
ATKRAtkore International Group
12,500$323K0.05%
169
FBCUSDFlagstar Bancorp Inc
9,700$321K0.05%
170
MPXMarine Products Corp
18,861$291K0.04%
171
BRK/BBerkshire Hathaway cl B
1,300$277K0.04%
172
AWGAsbury Automotive Group
3,000$253K0.04%
173
GAPThe Gap, Inc.
14,000$252K0.04%
174
GPIGroup 1 Automotive, Inc.
3,000$246K0.04%
175
HFCUSDHollyFrontier Corporation
5,300$245K0.04%
176
KROKronos Worldwide Inc.
15,500$237K0.04%
177
MHOM/I Homes, Inc.
8,263$236K0.04%
178
ODPEUROffice Depot Inc.
114,100$235K0.04%
179
TRTootsie Roll Industries Inc.
5,800$214K0.03%
180
TXTTextron Inc.
4,000$212K0.03%
181
GEFGreif Inc cl A
6,100$199K0.03%
182
PFSIPennyMac Financial Service Inc
8,800$195K0.03%
183
HRBH&R Block, Inc.
6,600$193K0.03%
184
RWTRedwood Trust Inc.
11,500$190K0.03%
185
TPCTutor Perini Corporation
13,100$182K0.03%
186
AAPLApple Inc.
900$178K0.03%
187
AGMFarmer Mac
2,404$175K0.03%
188
TRTXTPG RE Finance Trust
9,000$174K0.03%
189
MTBM&T Bank Corp.
1,000$170K0.03%
190
LTCLTC Properties
3,600$164K0.02%
191
OGEOGE Energy Corp.
3,800$162K0.02%
192
WDWalker & Dunlop, Inc.
3,000$160K0.02%
193
NPKNational Presto Industries
1,700$159K0.02%
194
ASIXAdvansix Inc
6,015$147K0.02%
195
TMKTorchmark Corp
1,600$143K0.02%
196
DHILDiamond Hill Investments
1,000$142K0.02%
197
Cornerstone Building Brands Inc.
24,200$141K0.02%
198
FRMEFirst Merchants Corp
3,300$125K0.02%
199
SFBSServisFirst Bancshares, Inc.
3,600$123K0.02%
200
ODFLOld Dominion Freight
800$119K0.02%
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