Phocas Financial Corp. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$831.6M

Holdings

194

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
1
OMFONE MAIN HOLDINGS
412,962$17.4M2.09%
2
NXSTNEXSTAR MEDIA GROUP INC
146,345$17.2M2.06%
3
REXRREXFORD INDUSTRIAL REALTY
318,787$14.6M1.75%
4
BLDTOPBUILD CORP
132,015$13.6M1.64%
5
IRTINDEPENDENCE REALTY TRUST, INC.
920,510$13.0M1.56%
6
CASHMETA FINANCIAL GROUP, INC.
344,500$12.6M1.51%
7
AUBATLANTIC UNION BANKSHARES
313,368$11.8M1.41%
8
ATKRATKOREINTL GROUP INC
287,147$11.6M1.40%
9
SKYWSKYWEST INC
178,968$11.6M1.39%
10
FNBFNB CORP
895,389$11.4M1.37%
11
QTS REALTY TRUST INC
205,630$11.2M1.34%
12
EPRTESSENTIAL PPTYS RLTY TR INC
442,170$11.0M1.32%
13
KAIKADANT INC
102,270$10.8M1.30%
14
CSFLUSDCENTERSTATE BANKS INC
425,574$10.6M1.28%
15
MTRNMATERION CORP
168,915$10.0M1.21%
16
EFSCENTERPRISE FINANCIAL SERVICES
206,966$10.0M1.20%
17
PNFPPINNACLE FINL PARTNERS, INC.
154,676$9.9M1.19%
18
PFBCPREFERRED BK LOS ANGELES CA
163,345$9.8M1.18%
19
ABCBAMERIS BANCORP
230,024$9.8M1.18%
20
WF2WINTRUST FINL CORP
136,979$9.7M1.17%
21
WPX ENERGY INC
690,275$9.5M1.14%
22
SUXSYNNEX CORP
72,233$9.3M1.12%
23
HRTGHERITAGE INS HLDGS INC
695,364$9.2M1.11%
24
8INSYNEOS HEALTH, INC. CLASS A
151,951$9.0M1.09%
25
FRMEFIRST MERCHANTS CORPORATION
206,132$8.6M1.03%
26
PENNPENN NATIONAL GAMING, INC.
331,417$8.5M1.02%
27
PWRQUANTA SERVICES INC.
206,759$8.4M1.01%
28
SCHXSCHWAB STRATEGIC TR
106,615$8.2M0.98%
29
TFINTRIUMPH BANCORP, INC.
214,404$8.2M0.98%
30
IDAIDACORP INC
75,852$8.1M0.97%
31
NUVAGBPNUVASIVE, INC.
101,271$7.8M0.94%
32
IBTXUSDINDEPENDENT BANK GROUP, INC.
141,133$7.8M0.94%
33
AKRACADIA REALTY TRUST
301,380$7.8M0.94%
34
CA8ACACI INTERNATIONAL INC CLASS A
31,111$7.8M0.94%
35
CBZCBIZ INC
286,111$7.7M0.93%
36
SBCSABRA HEALTH CARE REIT
361,173$7.7M0.93%
37
CPE3EURCALLON PETROLEUM CO
1,574,042$7.6M0.91%
38
PRIPRIMERICA
58,105$7.6M0.91%
39
PS BUSINESS PARKS, INC.
45,756$7.5M0.91%
40
HGVHILTON GRAND VA
215,186$7.4M0.89%
41
UI2KEMPER CORPORATION
94,275$7.3M0.88%
42
FIBKFIRST INTERSTATE BANCSYSTEM
174,037$7.3M0.88%
43
TWNKEURHOSTESS BRANDS, INC. CLASS A
496,773$7.2M0.87%
44
LF2PACIFIC PREMIER BANCORP
219,597$7.2M0.86%
45
RUTHUSDRUTH`S HOSPITALITY GROUP, INC.
320,481$7.0M0.84%
46
CMCOCOLUMBUS MCKINNON CORPORATION
171,927$6.9M0.83%
47
VTYVERINT SYS INC
123,296$6.8M0.82%
48
KOPKOPPERS HOLDINGS INC.
178,301$6.8M0.82%
49
EMEEMCOR GROUP INC
78,727$6.8M0.82%
50
WSBCWESBANCO, INC.
179,126$6.8M0.81%
51
SFSTIFEL FINANCIAL CORP
110,643$6.7M0.81%
52
CRUSCIRRUS LOGIC, INC.
80,980$6.7M0.80%
53
STERLING BANCORP
310,765$6.5M0.79%
54
MKSIMKS INSTRUMENT INC
59,211$6.5M0.78%
55
MURMURPHY OIL CORPORATION
238,250$6.4M0.77%
56
BSFAANI PHARMACEUTICALS, INC.
101,567$6.3M0.75%
57
WSMWILLIAMS SONOMA INC
84,219$6.2M0.74%
58
SRSPIRE, INC
72,841$6.1M0.73%
59
FPEIFIRST TR EXCH TRADED FD III
299,381$6.0M0.72%
60
UMPQUSDUMPQUA HOLDINGS CORP
338,897$6.0M0.72%
61
DHRB&G FOODS, INC
333,403$6.0M0.72%
62
KALUKAISER ALUMINUM CORP
53,651$5.9M0.72%
63
ADTADT, INC.
735,369$5.8M0.70%
64
FBPFIRST BANCORP
533,287$5.6M0.68%
65
SJIEURSOUTH JERSEY INDS INC
171,234$5.6M0.68%
66
AEOAMERICAN EAGLE OUTFITTERS INC
383,402$5.6M0.68%
67
PORPORTLAND GENERAL
99,824$5.6M0.67%
68
PLABPHOTRONICS INC
346,523$5.5M0.66%
69
EBSEMERGENT BIO SOLUTIONS INC.
100,831$5.4M0.65%
70
MYRGMYR GROUP INC
166,436$5.4M0.65%
71
SIGISELECTIVE INS GROUP
82,886$5.4M0.65%
72
NUANEURNUANCE COMMUNICATIONS, INC
302,606$5.4M0.65%
73
ROCKGIBRALTAR INDS INC
106,492$5.4M0.65%
74
NSANATIONAL STORAGE AFFILIATES
158,870$5.3M0.64%
75
BKHBLACK HILLS CORP
67,556$5.3M0.64%
76
JAGGED PEAK ENERGY, INC.
609,087$5.2M0.62%
77
JERNIGAN CAP INC.
269,698$5.2M0.62%
78
TERRAFORM PWR INC
323,889$5.0M0.60%
79
PRGSPROGRESS SOFTWARE CORP
114,324$4.8M0.57%
80
PLXSPLEXUS CORP
59,998$4.6M0.56%
81
FBKFB FINANCIAL CORPORATION
111,796$4.4M0.53%
82
GIIIG-III APPAREL GROUP, LTD.
123,328$4.1M0.50%
83
VREMACK-CALI REALTY CORPORATION
174,529$4.0M0.49%
84
DBIDESIGNER BRANDS INC
256,115$4.0M0.48%
85
TKRTIMKEN CO
70,594$4.0M0.48%
86
NJRNEW JERSEY RES
88,728$4.0M0.48%
87
AEISADVANCED ENERGY INDUSTRIES, INC.
54,372$3.9M0.47%
88
MMSMAXIMUS, INC.
51,765$3.9M0.46%
89
WKCWORLD FUEL SERVICES CORPORATION
87,854$3.8M0.46%
90
MEIMETHODE ELECTRONICS, INC.
95,353$3.8M0.45%
91
HUBGHUB GROUP, INC. CLASS A
72,877$3.7M0.45%
92
TIVITY HEALTH, INC.
183,091$3.7M0.45%
93
BDCBELDEN, INC.
67,660$3.7M0.45%
94
ATSG*AIR TRANSPORT SERVICES GROUP, INC.
158,334$3.7M0.45%
95
MAGELLAN HEALTH, INC.
47,207$3.7M0.44%
96
TGNATEGNA, INC.
220,993$3.7M0.44%
97
FW2NBANNER CORP
63,970$3.6M0.44%
98
PDCEUSDPDC ENERGY
136,190$3.6M0.43%
99
STRLSTERLING CONSTRUCTION COMPANY, INC.
252,137$3.5M0.43%
100
GTGOODYEAR TIRE & RUBBER COMPANY
227,774$3.5M0.43%
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