Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Varex Imaging Corp
13G/A
VREX · 92214X106
|
4.2% |
10/5/2026
Event 9/30/2026
|
|
Globant S.A.
13G/A
GLOB · L44385109
|
12.9% |
9/2/2026
Event 8/31/2026
|
|
LKQ Corp
13G
LKQ · 501889208
|
6.1% |
8/6/2026
Event 6/30/2026
|
|
MasterBrand, Inc.
13G
MBC · 57638P104
|
7.5% |
7/22/2026
Event 6/30/2026
|
|
Concentrix Corp
13G
CNXC · 20602D101
|
5.6% |
7/17/2026
Event 6/30/2026
|
|
Winnebago Industries Inc
13G
WGO · 974637100
|
6.0% |
7/17/2026
Event 6/30/2026
|
|
Cognizant Technology Solutions Corp
13G
CTSH · 192446102
|
5.7% |
7/17/2026
Event 6/30/2026
|
|
Magna International Inc
13G/A
MGA · 559222401
|
8.8% |
7/15/2026
Event 6/30/2026
|
|
Corebridge Financial, Inc.
13G/A
CRBG · 21871X109
|
7.7% |
7/15/2026
Event 6/30/2026
|
|
Amdocs Ltd
13G/A
DOX · G02602103
|
13.2% |
7/15/2026
Event 6/30/2026
|
|
Avnet Inc
13G/A
AVT · 053807103
|
3.9% |
7/15/2026
Event 6/30/2026
|
|
HOOKER FURNISHINGS Corp
13G/A
HOFT · 439038100
|
14.4% |
7/15/2026
Event 6/30/2026
|
|
Scansource, Inc.
13G
SCSC · 806037107
|
5.5% |
7/15/2026
Event 6/30/2026
|
|
Genesco Inc
13G/A
GCO · 371532102
|
10.1% |
5/5/2026
Event 4/30/2026
|
|
TrueBlue, Inc.
13G/A
TBI · 89785X101
|
10.5% |
5/5/2026
Event 4/30/2026
|
|
Baxter International Inc
13G/A
BAX · 071813109
|
12.7% |
4/21/2026
Event 3/31/2026
|
|
Marcus & Millichap, Inc.
13G
MMI · 566324109
|
5.3% |
4/17/2026
Event 3/31/2026
|
|
Douglas Dynamics, Inc
13G/A
PLOW · 25960R105
|
6.9% |
4/17/2026
Event 3/31/2026
|
|
Robert Half Inc.
13G
RHI · 770323103
|
5.9% |
4/17/2026
Event 3/31/2026
|
|
American Woodmark Corp
13G/A
AMWD · 030506109
|
11.3% |
4/2/2026
Event 3/31/2026
|
|
Skyworks Solutions, Inc.
13G/A
SWKS · 83088M102
|
11.7% |
2/4/2026
Event 1/30/2026
|
|
Tyson Foods, Inc.
13G
TSN · 902494103
|
5.5% |
1/29/2026
Event 12/31/2025
|
|
Dollar General Corp
13G/A
DG · 256677105
|
4.9% |
1/20/2026
Event 12/31/2025
|
|
Malibu Boats, Inc.
13G/A
MBUU · 56117J100
|
9.0% |
1/16/2026
Event 12/31/2025
|
|
Aebi Schmidt Holding AG
13G
AEBI · H00501108
|
5.9% |
10/30/2025
Event 9/30/2025
|
|
Steelcase Inc
13G/A
SCS · 858155203
|
0.3% |
10/30/2025
Event 9/30/2025
|
|
Arcos Dorados Holdings Inc.
13G/A
ARCO · G0457F107
|
8.7% |
10/16/2025
Event 9/30/2025
|
|
Usana Health Sciences Inc
13G/A
USNA · 90328M107
|
6.6% |
10/14/2025
Event 9/30/2025
|
|
Trimas Corp
13G/A
TRS · 896215209
|
3.2% |
10/14/2025
Event 9/30/2025
|
|
Spectrum Brands Holdings, Inc.
13G/A
SPB · 84790A105
|
10.2% |
10/3/2025
Event 9/30/2025
|
|
PVH Corp. /DE/
13G/A
PVH · 693656100
|
13.4% |
7/11/2025
Event 6/30/2025
|
|
Orion S.A.
13G/A
OEC · L72967109
|
8.1% |
7/11/2025
Event 6/30/2025
|
|
Haverty Furniture Companies Inc
13G/A
HVT · 419596101
|
10.5% |
7/3/2025
Event 6/30/2025
|
|
Shyft Group, Inc.
13G/A
SHYF · 825698103
|
10.2% |
7/3/2025
Event 6/30/2025
|
|
JELD-WEN Holding, Inc.
13G/A
JELD · 47580P103
|
0% |
5/1/2025
Event 4/28/2025
|
|
Phibro Animal Health Corp
13G/A
PAHC · 71742Q106
|
3.6% |
4/28/2025
Event 3/31/2025
|
|
Advance Auto Parts Inc
13G/A
AAP · 00751Y106
|
7.2% |
4/28/2025
Event 3/31/2025
|
|
Koppers Holdings Inc.
13G
KOP · 50060P106
|
6.1% |
4/28/2025
Event 3/31/2025
|
|
SS&C Technologies Holdings Inc
13G
SSNC · 78467J100
|
4.7% |
1/30/2025
Event 12/31/2024
|
|
Equitable Holdings, Inc.
13G
EQH · 29452E101
|
2.6% |
1/30/2025
Event 12/31/2024
|
|
Newell Brands Inc.
13G
NWL · 651229106
|
11.9% |
1/23/2025
Event 12/31/2024
|
|
Interface Inc
13G
TILE · 458665304
|
0.5% |
11/8/2024
Event 9/30/2024
|
|
CNO Financial Group, Inc.
13G
CNO · 12621E103
|
4.3% |
10/22/2024
Event 9/30/2024
|
|
Gildan Activewear Inc.
13G
GIL · 375916103
|
0.4% |
10/22/2024
Event 9/30/2024
|
|
MRC Global Inc.
13G
MRC · 55345K103
|
6.8% |
10/21/2024
Event 9/30/2024
|
|
Lear Corp
13G
LEA · 521865204
|
13.8% |
10/7/2024
Event 9/30/2024
|
|
NOV Inc.
13G
NOV · 62955J103
|
11.0% |
10/4/2024
Event 9/30/2024
|