Phocas Financial Corp. Q3 2019 Filing

Filed November 15, 2019

Portfolio Value

$938.0M

Holdings

193

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
BLDTOPBUILD CORP
207,954$20.1M2.14%
2
REXRREXFORD INDUSTRIAL REALTY
447,455$19.7M2.10%
3
OMFONE MAIN HOLDINGS
514,148$18.9M2.01%
4
NXSTNEXSTAR BROADCASTING
183,271$18.8M2.00%
5
IRTINDEPENDENCE REALTY TRUST INC.
1,217,267$17.4M1.86%
6
AUBATLANTIC UNION BANKSHARES
393,230$14.6M1.56%
7
CASHMETA FINANCIAL GROUP INC.
428,060$14.0M1.49%
8
JERNIGAN CAPITAL INC.
683,783$13.2M1.40%
9
AKRACADIA REALTY TRUST
459,991$13.1M1.40%
10
MTRNMATERION CORP
211,555$13.0M1.38%
11
FNBFNB CORP
1,121,432$12.9M1.38%
12
SKYWSKYWEST INC
224,151$12.9M1.37%
13
CSFLUSDCENTERSTATE BANKS INC
533,033$12.8M1.36%
14
QTS REALTY TRUST INC
248,054$12.8M1.36%
15
NSANATIONAL STORAGE AFFILIATES TRUST
372,361$12.4M1.32%
16
HRTGHERITAGE INSURANCE HOLDINGS INC
787,900$11.8M1.26%
17
SBCSABRA HEALTH CARE REIT
509,085$11.7M1.25%
18
CADEEURCADENCE BANCORPORATION CLASS A
659,031$11.6M1.23%
19
KAIKADANT INC
128,081$11.2M1.20%
20
ATKRATKORE INTERNATIONAL GROUP INC.
359,046$10.9M1.16%
21
IDAIDACORP INC
94,974$10.7M1.14%
22
SUXSYNNEX CORP
91,111$10.3M1.10%
23
8INSYNEOS HEALTH INC. CLASS A
190,051$10.1M1.08%
24
PS BUSINESS PARKS INC.
55,060$10.0M1.07%
25
PWRQUANTA SERVICES INC.
258,379$9.8M1.04%
26
PEBPEBBLEBROOK HOTEL
349,072$9.7M1.04%
27
EPRTESSENTIAL PROPERTIES REALTY TRUST INC.
421,514$9.7M1.03%
28
PFBCPREFERRED BANK
179,188$9.4M1.00%
29
BSFAANI PHARMACEUTICALS INC.
127,200$9.3M0.99%
30
PRIPRIMERICA
72,771$9.3M0.99%
31
UI2KEMPER CORPORATION
118,111$9.2M0.98%
32
CA8ACACI INTERNATIONAL INC CLASS A
38,948$9.0M0.96%
33
PNFPPINNACLE FINANCIAL PARTNERS INC.
154,964$8.8M0.94%
34
FIBKFIRST INTERSTATE BANCSYSTEM
217,941$8.8M0.93%
35
TWNKEURHOSTESS BRANDS INC. CLASS A
622,072$8.7M0.93%
36
HGVHILTON GRAND VA
269,502$8.6M0.92%
37
CBZCBIZ INC
366,408$8.6M0.92%
38
LF2PACIFIC PREMIER BANCORP
275,026$8.6M0.91%
39
TFINTRIUMPH BANCORP INC.
268,510$8.6M0.91%
40
EMEEMCOR GROUP INC
98,605$8.5M0.91%
41
RUTHUSDRUTH`S HOSPITALITY GROUP INC.
401,341$8.2M0.87%
42
SIXEURSIX FLAGS ENTERTAINMENT CORPORATION
161,256$8.2M0.87%
43
ABCBAMERIS BANCORP
202,063$8.1M0.87%
44
NUVAGBPNUVASIVE INC.
126,816$8.0M0.86%
45
SFSTIFEL FINANCIAL CORP
138,564$8.0M0.85%
46
WPX ENERGY INC
747,188$7.9M0.84%
47
CMCOCOLUMBUS MCKINNON CORPORATION
216,890$7.9M0.84%
48
SRSPIRE INC
89,806$7.8M0.84%
49
SIGISELECTIVE INS GROUP
103,792$7.8M0.83%
50
EBSEMERGENT BIO SOLUTIONS INC.
149,211$7.8M0.83%
51
EFSCENTERPRISE FINANCIAL SERVICES
191,268$7.8M0.83%
52
AEOAMERICAN EAGLE OUTFITTERS INC
480,122$7.8M0.83%
53
DHRB&G FOODS INC
411,557$7.8M0.83%
54
SCHXSCHWAB STRATEGIC TR
106,748$7.6M0.81%
55
TERRAFORM POWER INC CLASS A
405,589$7.4M0.79%
56
WSMWILLIAMS SONOMA INC
105,450$7.2M0.76%
57
FRMEFIRST MERCHANTS CORPORATION
187,784$7.1M0.75%
58
SJIEURSOUTH JERSEY INDS INC
214,443$7.1M0.75%
59
PORPORTLAND GENERAL
124,989$7.0M0.75%
60
UMPQUSDUMPQUA HOLDINGS CORP
424,431$7.0M0.74%
61
MKSIMKS INSTRUMENT INC
74,143$6.8M0.73%
62
WSBCWESBANCO INC.
182,948$6.8M0.73%
63
KALUKAISER ALUMINUM CORP
67,207$6.7M0.71%
64
VTYVERINT SYS INC
154,468$6.6M0.70%
65
MURMURPHY OIL CORPORATION
298,407$6.6M0.70%
66
KOPKOPPERS HOLDINGS INC.
223,183$6.5M0.70%
67
BKHBLACK HILLS CORP
84,583$6.5M0.69%
68
MYRGMYR GROUP INC
203,451$6.4M0.68%
69
WF2WINTRUST FINL CORP
96,511$6.2M0.66%
70
ROCKGIBRALTAR INDS INC
132,803$6.1M0.65%
71
CPE3EURCALLON PETROLEUM CO
1,394,735$6.1M0.65%
72
FPEIFIRST TR EXCH TRADED FD III
303,760$6.0M0.64%
73
TCFTCF FINANCIAL CORP NEW NPV
150,005$5.7M0.61%
74
JAGGED PEAK ENERGY INC.
762,797$5.5M0.59%
75
TECH DATA CORPORATION
52,392$5.5M0.58%
76
PRGSPROGRESS SOFTWARE CORP
143,188$5.4M0.58%
77
PROGENICS PHARMA INC
1,022,708$5.2M0.55%
78
CABOT MICROELECTRONICS CORPORATION
35,912$5.1M0.54%
79
NJRNEW JERSEY RESOURCES CORPORATION
110,938$5.0M0.53%
80
MMSMAXIMUS INC.
64,832$5.0M0.53%
81
PDCEUSDPDC ENERGY
170,583$4.7M0.50%
82
PLABPHOTRONICS INC
433,903$4.7M0.50%
83
PLXSPLEXUS CORP
75,148$4.7M0.50%
84
AVX CORPORATION
307,460$4.7M0.50%
85
CUBIC CORPORATION
66,105$4.7M0.50%
86
ADTADT INC.
734,693$4.6M0.49%
87
HUBGHUB GROUP INC. CLASS A
98,694$4.6M0.49%
88
LEGLEGGETT & PLATT INCORPORATED
111,910$4.6M0.49%
89
BDCBELDEN INC.
84,640$4.5M0.48%
90
FW2NBANNER CORP
80,104$4.5M0.48%
91
WKCWORLD FUEL SERVICES CORPORATION
109,985$4.4M0.47%
92
NUANEURNUANCE COMMUNICATIONS INC
265,666$4.3M0.46%
93
DBIDESIGNER BRANDS INC
251,773$4.3M0.46%
94
TGNATEGNA INC.
274,682$4.3M0.45%
95
ATSG*AIR TRANSPORT SERVICES GROUP INC.
198,215$4.2M0.44%
96
PENNPENN NATIONAL GAMING INC.
219,463$4.1M0.44%
97
ACHCACADIA HEALTHCARE COMPANY INC.
129,622$4.0M0.43%
98
MEIMETHODE ELECTRONICS INC.
119,413$4.0M0.43%
99
GIIIG-III APPAREL GROUP LTD.
155,090$4.0M0.43%
100
FBPFIRST BANCORP
395,457$3.9M0.42%
Page 1 of 2Next