Phocas Financial Corp. Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$785.6M

Holdings

193

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
ATKRATKORE INC
127,295$14.2M1.80%
2
CASHMETA FINL GROUP INC
225,825$13.5M1.71%
3
TBBKBANCORP INC DEL
507,903$12.9M1.64%
4
STRLSTERLING CONSTR INC
456,559$12.0M1.53%
5
GMREUSDGLOBAL MED REIT INC
670,533$11.9M1.51%
6
AHHARMADA HOFFLER PPTYS INC
765,282$11.6M1.48%
7
IRTINDEPENDENCE RLTY TR INC
448,891$11.6M1.48%
8
TFINTRIUMPH BANCORP INC
94,232$11.2M1.43%
9
MTRNMATERION CORP
118,212$10.9M1.38%
10
NXSTNEXSTAR MEDIA GROUP INC
71,769$10.8M1.38%
11
ROICUSDRETAIL OPPORTUNITY INVTS COR
540,641$10.6M1.35%
12
AVNTAVIENT CORPORATION
189,366$10.6M1.35%
13
PFBCPREFERRED BK LOS ANGELES CA
147,278$10.6M1.35%
14
NPOENPRO INDS INC
93,411$10.3M1.31%
15
ROFKFORCE INC
135,735$10.2M1.30%
16
RHPRYMAN HOSPITALITY PPTYS INC
107,757$9.9M1.26%
17
RRYDER SYS INC
119,572$9.9M1.25%
18
FRMEFIRST MERCHANTS CORP
229,609$9.6M1.22%
19
SCHXSCHWAB STRATEGIC TR
83,899$9.5M1.22%
20
TPHTRI POINTE HOMES INC
337,104$9.4M1.20%
21
MGYMAGNOLIA OIL & GAS CORP
474,519$9.0M1.14%
22
PEBPEBBLEBROOK HOTEL TR
398,966$8.9M1.14%
23
APY1EURCHAMPIONX CORPORATION
438,713$8.9M1.13%
24
AMERICAN FIN TR INC
948,735$8.7M1.10%
25
HTLFEURHEARTLAND FINL USA INC
169,928$8.6M1.09%
26
IBTXUSDINDEPENDENT BANK GROUP INC
118,347$8.5M1.09%
27
EFSCENTERPRISE FINL SVCS CORP
178,773$8.4M1.07%
28
HGVHILTON GRAND VACATIONS INC
161,013$8.4M1.07%
29
TWNKEURHOSTESS BRANDS INC
408,238$8.3M1.06%
30
RRCRANGE RES CORP
466,901$8.3M1.06%
31
FULFULLER H B CO
102,706$8.3M1.06%
32
EPCEDGEWELL PERS CARE CO
181,395$8.3M1.06%
33
CHRSCOHERUS BIOSCIENCES INC
514,438$8.2M1.04%
34
OTTROTTER TAIL CORP
110,805$7.9M1.01%
35
ONTOONTO INNOVATION INC
76,536$7.7M0.99%
36
AUBATLANTIC UN BANKSHARES CORP
204,453$7.6M0.97%
37
HPPHUDSON PAC PPTYS INC
307,857$7.6M0.97%
38
CUBICUSTOMERS BANCORP INC
114,589$7.5M0.95%
39
MYRGMYR GROUP INC DEL
66,117$7.3M0.93%
40
BANCBANC OF CALIFORNIA INC
366,420$7.2M0.92%
41
SBCSABRA HEALTH CARE REIT INC
528,198$7.2M0.91%
42
SCHLSCHOLASTIC CORP
176,877$7.1M0.90%
43
PDCEUSDPDC ENERGY INC
143,782$7.0M0.89%
44
AWGASBURY AUTOMOTIVE GROUP INC
40,518$7.0M0.89%
45
SPBSPECTRUM BRANDS HLDGS INC NE
68,778$7.0M0.89%
46
ITGRINTEGER HLDGS CORP
81,325$7.0M0.89%
47
SEMSELECT MED HLDGS CORP
234,059$6.9M0.88%
48328,633$6.8M0.86%
49
DCOMDIME CMNTY BANCSHARES INC
191,548$6.7M0.86%
50
4DHDANA INC
295,033$6.7M0.86%
51
WTMWHITE MTNS INS GROUP LTD
6,593$6.7M0.85%
52
NOGNORTHERN OIL AND GAS INC MN
320,422$6.6M0.84%
53
LADRLADDER CAP CORP
538,180$6.5M0.82%
54
ABCBAMERIS BANCORP
129,285$6.4M0.82%
55
OMFONEMAIN HLDGS INC
125,340$6.3M0.80%
56
FPEIFIRST TR EXCH TRADED FD III
289,338$5.9M0.75%
57
AIRAAR CORP
147,769$5.8M0.73%
58
BKHBLACK HILLS CORP
80,705$5.7M0.72%
59
AAPLAPPLE INC
32,056$5.7M0.72%
60
CORNERSTONE BLDG BRANDS INC
325,083$5.7M0.72%
61
ATSG*AIR TRANSPORT SERVICES GRP I
192,540$5.7M0.72%
62
SJIEURSOUTH JERSEY INDS INC
216,517$5.7M0.72%
63
TIVITY HEALTH INC
213,540$5.6M0.72%
64
PLDPROLOGIS INC.
31,969$5.4M0.69%
65
COHUCOHU INC
139,940$5.3M0.68%
66
PLXSPLEXUS CORP
55,062$5.3M0.67%
67
ACHOWENS & MINOR INC NEW
119,197$5.2M0.66%
68
KAIKADANT INC
22,359$5.2M0.66%
69
ASIXADVANSIX INC
108,217$5.1M0.65%
70
THE AARONS COMPANY INC
205,537$5.1M0.64%
71
FW2NBANNER CORP
80,844$4.9M0.62%
72
PRIMPRIMORIS SVCS CORP
202,188$4.8M0.62%
73
BVBRIGHTVIEW HLDGS INC
343,617$4.8M0.62%
74
APGAPI GROUP CORP
186,620$4.8M0.61%
75
ARNC1EURARCONIC CORPORATION
145,419$4.8M0.61%
76
ABBVABBVIE INC
35,441$4.8M0.61%
77
AEOAMERICAN EAGLE OUTFITTERS IN
188,382$4.8M0.61%
78
DLXDELUXE CORP
147,944$4.8M0.60%
79
1RGREV GROUP INC
321,097$4.5M0.58%
80
PRGPROG HOLDINGS INC
99,019$4.5M0.57%
81
LZBLA Z BOY INC
122,341$4.4M0.57%
82
MSFTMICROSOFT CORP
12,724$4.3M0.54%
83
IIPRINNOVATIVE INDL PPTYS INC
15,272$4.0M0.51%
84
PORPORTLAND GEN ELEC CO
75,475$4.0M0.51%
85
REZIRESIDEO TECHNOLOGIES INC
150,702$3.9M0.50%
86
AMTAMERICAN TOWER CORP NEW
13,318$3.9M0.50%
87
FNBF N B CORP
316,680$3.8M0.49%
88
GIIIG III APPAREL GROUP LTD
137,938$3.8M0.49%
89
MYGNMYRIAD GENETICS INC
132,101$3.6M0.46%
90
PPHMEURAVID BIOSERVICES INC
123,662$3.6M0.46%
91
REXRREXFORD INDL RLTY INC
44,435$3.6M0.46%
92
FBKFB FINL CORP
78,461$3.4M0.44%
93
PTENPATTERSON-UTI ENERGY INC
400,333$3.4M0.43%
94
EXREXTRA SPACE STORAGE INC
14,847$3.4M0.43%
95
AEISADVANCED ENERGY INDS
36,207$3.3M0.42%
96
MODMODINE MFG CO
321,928$3.2M0.41%
97
FFWMFIRST FNDTN INC
130,619$3.2M0.41%
98
GOOGLALPHABET INC
1,098$3.2M0.40%
99
RUTHUSDRUTHS HOSPITALITY GROUP INC
159,593$3.2M0.40%
100
PRIPRIMERICA INC
20,413$3.1M0.40%
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