Phocas Financial Corp. Q4 2017 Filing

Filed February 15, 2018

Portfolio Value

$1.2B

Holdings

209

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
1
COSCNO FINANCIAL INC
962,913$23.8M1.99%
2
GIIIG-III APPAREL GROUP LTD
576,001$21.2M1.78%
3
BLDTOPBUILD CORP
259,717$19.7M1.65%
4
KWE1RING ENERGY INC
1,398,675$19.4M1.63%
5
NXSTNEXSTAR BROADCASTING
228,604$17.9M1.50%
6
2362120DSINCLAIR BROADCAST GRP ONC
466,689$17.7M1.48%
7
MKSIMKS INSTRUMENT INC
183,548$17.3M1.45%
8
CSFLUSDCENTERSTATE BANKS INC
666,124$17.1M1.44%
9
KAIKADANT INC
164,234$16.5M1.38%
10
FW2NBANNER CORP
298,499$16.5M1.38%
11
WF2WINTR FINL CORP
192,520$15.9M1.33%
12
FNBFNB CORP
1,135,693$15.7M1.32%
13
REXRREXFORD INDL RLTY INC
520,113$15.2M1.27%
14
PFBCPREFERRED BANK
256,893$15.1M1.27%
15
SKYWSKYWEST INC
279,952$14.9M1.25%
16
FERRO CORP
609,138$14.4M1.20%
17
FAFFIRST AMERICAN FINANCIAL
249,939$14.0M1.17%
18
CYPRESS SEMICONDUCTOR
912,233$13.9M1.17%
19
CBZCBIZ INC
896,527$13.9M1.16%
20
COR1EURCORESITE RLTY CORP
121,420$13.8M1.16%
21
NSANATIONAL STORAGE AFFILIATES
496,935$13.5M1.14%
22
STATE BANK & TR
448,567$13.4M1.12%
23
DIPLOMAT PHARMACY INC
663,187$13.3M1.12%
24
UCBUNITED CMNTY BKS GA CAP STK
471,992$13.3M1.11%
25
FRANKLIN FNCL NETWORK INC
382,384$13.0M1.09%
26
MTRNMATERION CORP
264,331$12.8M1.08%
27
SIGISELECTIVE INS GROUP
218,751$12.8M1.08%
28
MODMODINE MANUFACTURING CO
634,143$12.8M1.07%
29
PDCEUSDPDC ENERGY
248,178$12.8M1.07%
30
BRYN MAWR BK CORP
285,191$12.6M1.06%
31
CPE3EURCALLON PETE CO DEL
986,364$12.0M1.00%
32
HPPHUDSON PAC PPTYS INC
347,905$11.9M1.00%
33
ROCKGIBRALTAR INDS INC
354,772$11.7M0.98%
34
PEBPEBBLEBROOK HOTEL TR
313,323$11.6M0.98%
35
TTEKTETRA TECH INC NEW
240,025$11.6M0.97%
36
UMPQUSDUMPQUA HLDS CORP
553,883$11.5M0.97%
37
CPKCHESAPEAKE UTILITIES CORP
146,595$11.5M0.97%
38
LF2PACIFIC PREMIER BANCORP
281,687$11.3M0.94%
39
CAROLINA FINANC
300,780$11.2M0.94%
40
IBERIABANK CORP
144,181$11.2M0.94%
41
LTXBUSDLEGACY TEX FINL GROUP INC
264,051$11.1M0.93%
42
IRTINDEPENDENCE RLTY TR INC
1,096,241$11.1M0.93%
43
FIBKFIRST INTERSTATE BANCSYSTEM
272,102$10.9M0.91%
44
CA8ACACI INTL INC
81,811$10.8M0.91%
45
IDAIDACORP INC
118,470$10.8M0.91%
46
EFSCENTERPRISE FINANCIAL SERVICES
238,845$10.8M0.90%
47
KAPSTONE PAPER & PKG CORP
469,070$10.6M0.89%
48
AAWWUSDATLAS AIR WORLDWIDE HLDS INC
181,167$10.6M0.89%
49
PAGPENSKE AUTOMOTIVE GRP INC
220,978$10.6M0.89%
50
TECH DATA CORP
107,397$10.5M0.88%
51
TFINTRIUMPH BANCORP INC
333,678$10.5M0.88%
52
GREEN BANCORP INC
512,665$10.4M0.87%
53
HALYARD HEALTH INC
224,467$10.4M0.87%
54
SNYDERS LANCE INC
204,062$10.2M0.86%
55
EMEEMCOR GROUP INC
123,216$10.1M0.84%
56
HOPEHOPE BANCORP INC
537,315$9.8M0.82%
57
SBCSABRA HEALTH CARE REIT
521,714$9.8M0.82%
58
AKRACADIA REALTY TR
355,057$9.7M0.81%
59
ASTEASTEC INDS INC
165,467$9.7M0.81%
60
OMFONE MAIN HLDS
366,958$9.5M0.80%
61
PRIPRIMERICA
90,947$9.2M0.77%
62
USNAUSANA HEALTH SCIENCES
122,736$9.1M0.76%
63
KALUKAISER ALUMINUM CORP
83,957$9.0M0.75%
64
PROGENICS PHARMA INC
1,439,307$8.6M0.72%
65
DLXDELUXE CORP
110,658$8.5M0.71%
66
SRSPIRE INC
112,462$8.5M0.71%
67
SJIEURSOUTH JERSEY INDS INC
267,698$8.4M0.70%
68
BASIC ENERGY SERVICES INC
349,104$8.2M0.69%
69
VTYVERINT SYS INC
193,058$8.1M0.68%
70
FULHB FULLER COMPANY
147,535$7.9M0.67%
71
PRGSPROGRESS SOFTWARE CORP
178,818$7.6M0.64%
72
HRTGHERITAGE INSURANCE HLDS INC
415,278$7.5M0.63%
73
MYRGMYR GROUP INC
204,479$7.3M0.61%
74
HTLDEXPRESS INC
702,208$7.1M0.60%
75
PORPORTLAND GENERAL
155,988$7.1M0.60%
76
ASGNON ASSIGNMENT INC
110,374$7.1M0.59%
77
TOWER INTERNATIONAL INC
230,716$7.0M0.59%
78
GUARANTY BANCORP
234,954$6.5M0.54%
79
AEOAMERICAN EAGLE OUTFITTERS INC
344,482$6.5M0.54%
80
BKHBLACK HILLS CORP
105,554$6.3M0.53%
81
WWWWOLVERINE WORLD WIDE INC
192,617$6.1M0.51%
82
SCHXSCHWAB STRATEGIC TR
92,571$5.9M0.49%
83
CLDTCHATHAM LODGING TR
259,398$5.9M0.49%
84
ENTERCOM COMM CORP
546,191$5.9M0.49%
85
SFSTIFEL FINANCIAL CORP
98,243$5.9M0.49%
86
FINISAR CORP
284,260$5.8M0.48%
87
CMCOCOLUMBUS MCKINNON CORP
142,833$5.7M0.48%
88
PLXSPLEXUS CORP
93,906$5.7M0.48%
89
NORTHSTAR RLTY EUROPE CORP
419,128$5.6M0.47%
90
SUPERIOR ENERGY SERVICES
583,625$5.6M0.47%
91
FPEIFIRST TR EXCH TRADED FC III
277,364$5.6M0.47%
92
VYXNCR CORP NEW
164,195$5.6M0.47%
93
HTLFEURHEARTLAND FINL USA INC
103,549$5.6M0.47%
94
CNDTCONDUENT INC
340,937$5.5M0.46%
95
MTUSTIMKEN STEEL
362,235$5.5M0.46%
96
FWRDUSDFORWARD AIR CORP
95,437$5.5M0.46%
97
TKRTIMKEN CO
110,408$5.4M0.45%
98
NUANEURNUANCE COMMUNICATIONS INC
330,456$5.4M0.45%
99
DIME CMNTY BANCSHARES INC
254,489$5.3M0.45%
100
UNION BANKSHARES CORP
146,919$5.3M0.45%
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