Phocas Financial Corp. Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$794.1M

Holdings

214

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
1
APY1EURCHAMPIONX CORPORATION
554,218$14.2M1.79%
2
TBBKBANCORP INC DEL
515,950$11.9M1.50%
3
CASHMETA FINL GROUP INC
230,231$11.7M1.47%
4
STRLSTERLING CONSTR INC
449,610$10.8M1.37%
5
NXSTNEXSTAR MEDIA GROUP INC
72,971$10.8M1.36%
6
MYRGMYR GROUP INC DEL
117,030$10.6M1.34%
7
MGYMAGNOLIA OIL & GAS CORP
660,691$10.3M1.30%
8
AHHARMADA HOFFLER PPTYS INC
768,460$10.2M1.29%
9
PDCEUSDPDC ENERGY INC
221,209$10.1M1.28%
10
ABCBAMERIS BANCORP
197,572$10.0M1.26%
11
GMREUSDGLOBAL MED REIT INC
669,174$9.9M1.24%
12
GREAT WESTERN BANCORP INC
296,776$9.7M1.23%
13
ROICUSDRETAIL OPPORTUNITY INVTS COR
543,383$9.6M1.21%
14
RRCRANGE RES CORP
570,229$9.6M1.20%
15
PFBCPREFERRED BK LOS ANGELES CA
149,752$9.5M1.19%
16
AVNTAVIENT CORPORATION
192,477$9.5M1.19%
17
SCHXSCHWAB STRATEGIC TR
90,708$9.4M1.19%
18
ATKRATKORE INC
129,505$9.2M1.16%
19
IBTXUSDINDEPENDENT BANK GROUP INC
120,237$8.9M1.12%
20
HPPHUDSON PAC PPTYS INC
310,452$8.6M1.09%
21
SEMSELECT MED HLDGS CORP
204,250$8.6M1.09%
22
CORNERSTONE BLDG BRANDS INC
474,245$8.6M1.09%
23
BANCBANC OF CALIFORNIA INC
491,217$8.6M1.08%
24
EFSCENTERPRISE FINL SVCS CORP
182,137$8.4M1.06%
25
IRTINDEPENDENCE RLTY TR INC
449,954$8.2M1.03%
26
AMERICAN FIN TR INC
960,703$8.1M1.03%
27
EPCEDGEWELL PERS CARE CO
183,839$8.1M1.02%
28
SBCSABRA HEALTH CARE REIT INC
442,310$8.1M1.01%
29
MODVQMODIVCARE INC
46,610$7.9M1.00%
30
UMPQUSDUMPQUA HLDGS CORP
421,751$7.8M0.98%
31
AUBATLANTIC UN BANKSHARES CORP
208,525$7.6M0.95%
32
PEBPEBBLEBROOK HOTEL TR
314,125$7.4M0.93%
33
ROFKFORCE INC
117,542$7.4M0.93%
34
OMFONEMAIN HLDGS INC
122,532$7.3M0.92%
35
VREXVAREX IMAGING CORP
271,991$7.3M0.92%
36
4DHDANA INC
300,209$7.1M0.90%
37
NPOENPRO INDS INC
72,699$7.1M0.89%
38
AWGASBURY AUTOMOTIVE GROUP INC
40,932$7.0M0.88%
39
MTRNMATERION CORP
92,921$7.0M0.88%
40
IIPRINNOVATIVE INDL PPTYS INC
36,531$7.0M0.88%
41
ONTOONTO INNOVATION INC
95,124$6.9M0.87%
42
TFINTRIUMPH BANCORP INC
92,921$6.9M0.87%
43
MEIMETHODE ELECTRS INC
140,082$6.9M0.87%
44
KAIKADANT INC
38,904$6.8M0.86%
45
VSHVISHAY INTERTECHNOLOGY INC
301,319$6.8M0.86%
46
SCHLSCHOLASTIC CORP
179,252$6.8M0.86%
47
ITGRINTEGER HLDGS CORP
71,993$6.8M0.85%
48
HGVHILTON GRAND VACATIONS INC
163,567$6.8M0.85%
49
UISUNISYS CORP
266,232$6.7M0.85%
50
TWNKEURHOSTESS BRANDS INC
413,744$6.7M0.84%
51
THE AARONS COMPANY INC
208,740$6.7M0.84%
52
FULFULLER H B CO
104,019$6.6M0.83%
53
FRMEFIRST MERCHANTS CORP
155,665$6.5M0.82%
54
OFIXORTHOFIX MED INC
161,520$6.5M0.82%
55
GFFGRIFFON CORP
247,899$6.4M0.80%
56
LADRLADDER CAP CORP
546,758$6.3M0.79%
57
AEISADVANCED ENERGY INDS
53,953$6.1M0.77%
58
WCCWESCO INTL INC
58,892$6.1M0.76%
59
FPEIFIRST TR EXCH TRADED FD III
289,633$6.0M0.75%
60
SPBSPECTRUM BRANDS HLDGS INC NE
69,916$5.9M0.75%
61
APGAPI GROUP CORP
278,700$5.8M0.73%
62
AIRAAR CORP
150,005$5.8M0.73%
63
SJIEURSOUTH JERSEY INDS INC
220,404$5.7M0.72%
64
BVBRIGHTVIEW HLDGS INC
349,429$5.6M0.71%
65
RHPRYMAN HOSPITALITY PPTYS INC
69,547$5.5M0.69%
66
OTTROTTER TAIL CORP
112,511$5.5M0.69%
67
MODMODINE MFG CO
327,232$5.4M0.68%
68
BKHBLACK HILLS CORP
82,165$5.4M0.68%
69
ARNC1EURARCONIC CORPORATION
147,739$5.3M0.66%
70
PLXSPLEXUS CORP
56,021$5.1M0.64%
71
STERLING BANCORP DEL
203,354$5.0M0.63%
72
TPHTRI POINTE HOMES INC
230,577$4.9M0.62%
73
PRGPROG HOLDINGS INC
100,459$4.8M0.61%
74
LZBLA Z BOY INC
124,527$4.6M0.58%
75
GIIIG III APPAREL GROUP LTD
140,285$4.6M0.58%
76
REZIRESIDEO TECHNOLOGIES INC
153,088$4.6M0.58%
77
ATSG*AIR TRANSPORT SERVICES GRP I
196,247$4.6M0.57%
78
AAPLAPPLE INC
31,329$4.3M0.54%
79
BJRIBJS RESTAURANTS INC
84,787$4.2M0.52%
80
ABBVABBVIE INC
35,441$4.0M0.50%
81
VTWOVANGUARD SCOTTSDALE FDS
42,924$4.0M0.50%
82
FNBF N B CORP
321,763$4.0M0.50%
83
HRTGHERITAGE INSURANCE HLDGS INC
461,150$4.0M0.50%
84
FSSFEDERAL SIGNAL CORP
97,049$3.9M0.49%
85
TPICQTPI COMPOSITES INC
77,811$3.8M0.47%
86
VTYVERINT SYS INC
82,334$3.7M0.47%
87
AEOAMERICAN EAGLE OUTFITTERS IN
97,913$3.7M0.46%
88
PLDPROLOGIS INC.
29,941$3.6M0.45%
89
COHUCOHU INC
96,861$3.6M0.45%
90
PORPORTLAND GEN ELEC CO
76,788$3.5M0.45%
91
DLXDELUXE CORP
73,748$3.5M0.44%
92
CHRSCOHERUS BIOSCIENCES INC
251,358$3.5M0.44%
93
NOGNORTHERN OIL AND GAS INC MN
166,561$3.5M0.44%
94
AMTAMERICAN TOWER CORP NEW
12,796$3.5M0.44%
95
LNWOSCIENTIFIC GAMES CORP
44,397$3.4M0.43%
96
NVTA1EURINVITAE CORP
101,715$3.4M0.43%
97
BBIOBRIDGEBIO PHARMA INC
56,008$3.4M0.43%
98
KOPKOPPERS HOLDINGS INC
105,159$3.4M0.43%
99
LF2PACIFIC PREMIER BANCORP
79,887$3.4M0.43%
100
BOOTBOOT BARN HLDGS INC
40,188$3.4M0.43%
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