DENALI ADVISORS LLC Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$211.5M

Holdings

357

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (357 positions)

#StockSharesValue% PortfolioType
1
IBOCInternational Bancshares
99,400$4.2M2.00%
2
NTBBank of NT Butterfield LTD
127,504$4.1M1.96%
3
RUSHARush Enterprises Inc
88,721$3.9M1.84%
4
TOWNTowne Bank
144,821$3.9M1.84%
5
GHCGraham Holdings Company
7,110$3.8M1.81%
6
ADUnited States Cellular Corp
145,042$3.8M1.78%
7
HTHHilltop Holdings Inc.
151,773$3.8M1.78%
8
IMKTAIngles Markets cl A
46,955$3.7M1.76%
9
GEFGreif Inc cl A
62,288$3.7M1.75%
10
PCCPC Connection, Inc.
81,200$3.7M1.73%
11
NIJNelnet Inc
46,000$3.6M1.72%
12
BXCBluelinx Holdings
58,521$3.6M1.72%
13
SNEXStonex Group
43,100$3.6M1.69%
14
RYIRyerson Holding Corporation
137,743$3.5M1.68%
15
MDC1USDMDC Holdings Inc
128,927$3.5M1.67%
16
HOPEHope Bancorp
279,500$3.5M1.67%
17
KWKennedy-Wilson Holdings
228,251$3.5M1.67%
18
UFPIUFP Industries
48,700$3.5M1.66%
19
AMKRAmkor Technology Inc
202,294$3.4M1.63%
20
NBTBNBT Bancorp Inc.
89,100$3.4M1.60%
21
INVAInnoviva, Inc.
284,322$3.3M1.56%
22
MHOM/I Homes, Inc.
91,066$3.3M1.56%
23
CCSCentury Communities, Inc.
76,900$3.3M1.56%
24
STCStewart Information Services
74,400$3.2M1.54%
25
MLIMueller Industries, Inc.
52,341$3.1M1.47%
26
WTHWorthington Industries
78,761$3.0M1.42%
27
MMIMarcus & Millichap, Inc.
85,000$2.8M1.32%
28
ESGREnstar Group Limited
16,400$2.8M1.31%
29
CMRECostamare Inc
304,514$2.7M1.29%
30
GOLFAcushnet Holdings Corp.
62,400$2.7M1.28%
31
LPGDorian LPG Ltd.
199,343$2.7M1.28%
32
ENVAEnova International, Inc.
89,353$2.6M1.24%
33
PRDOPerdoceo Education Corp
251,400$2.6M1.22%
34
HTLFEURHeartland Financial USA
59,513$2.6M1.22%
35
ACCOAcco Brands Corporation
525,703$2.6M1.22%
36
EAFEURGraftech International Ltd
590,537$2.5M1.20%
37
SEMSelect Medical Holdings Corp
114,200$2.5M1.19%
38
FFBCFirst Financial Bancorp OH
109,370$2.3M1.09%
39
USNAUSANA Health Sciences, Inc.
37,513$2.1M0.99%
40
KROKronos Worldwide Inc.
221,919$2.1M0.98%
41
WKCWorld Fuel Services Corp
88,400$2.1M0.98%
42
AMCXAMC Networks Inc. cl A
99,820$2.0M0.96%
43
PFSIPennyMac Financial Service Inc
46,100$2.0M0.94%
44
GIIIG-III Apparel Group
130,432$1.9M0.92%
45
GTNGray Television Inc
125,072$1.8M0.85%
46
BFHBread Financial Holdings
56,800$1.8M0.84%
47
AELUSDAmerican Equity Investment
45,948$1.7M0.81%
48
AGMFarmer Mac
16,500$1.6M0.77%
49
NMIHNMI Holdings
78,566$1.6M0.76%
50
THRYThryv Holdings
70,061$1.6M0.76%
51
WMKWeis Markets Inc.
20,000$1.4M0.67%
52
NHCNational HealthCare Corp
21,400$1.4M0.64%
53
MBINMerchants Bancorp
58,555$1.4M0.64%
54
PDMPiedmont Office Realty Trust,
124,620$1.3M0.62%
55
AUBAtlantic Union Bancshares
43,100$1.3M0.62%
56
SRCE1st Source Corporation
27,137$1.3M0.59%
57
PCHPotlatch Corporation
30,100$1.2M0.58%
58
NWLINational Western Life Group A
6,707$1.1M0.54%
59
TROXTronox Holdings
91,430$1.1M0.53%
60
PRKPark National Corp OH
8,800$1.1M0.52%
61
NMRKNewmark Group
131,991$1.1M0.50%
62
PQ3Provident Financial Services
50,800$991K0.47%
63
BRK/BBerkshire Hathaway cl B
3,650$975K0.46%
64
RBCAARepublic Bancorp KY
25,300$969K0.46%
65
BIIBBiogen Inc.
3,400$908K0.43%
66
OPYOppenheimer Holdings
28,100$871K0.41%
67
JPMJPMorgan Chase & Co.
8,300$867K0.41%
68
OCFCOceanFirst Financial
46,300$863K0.41%
69
FORForestar Group
76,005$850K0.40%
70
MATXMatson Inc.
13,608$837K0.40%
71
BKEBuckle Inc.
25,400$804K0.38%
72
ESTEEUREarthstone Energy
61,538$758K0.36%
73
BACBank of America Corp
24,300$734K0.35%
74
TTECTTEC Holdings Inc.
16,400$727K0.34%
75
ULHUniversal Logistics Holdings,
22,900$726K0.34%
76
GOOGLAlphabet Inc. Class A
7,500$717K0.34%
77
ACGLArch Capital Group Ltd.
15,300$697K0.33%
78
ALXAlexanders Inc.
3,300$690K0.33%
79
HTLDHeartland Express
47,300$677K0.32%
80
LYBLyondellBasell Industries cl A
8,900$670K0.32%
81
BACVerizon Communications, Inc.
17,300$657K0.31%
82
AFLAFLAC INC COM
11,500$646K0.31%
83
NESRNational Energy Services Reunited
106,200$631K0.30%
84
FIZZNational Beverage Corp
16,200$624K0.30%
85
CENTACentral Garden&Pet cl A
18,100$618K0.29%
86
INTCIntel Corporation
23,700$611K0.29%
87
METMetLife, Inc.
10,000$608K0.29%
88
DOXAmdocs Limited
7,600$604K0.29%
89
BF/BBrown-Forman cl B
9,000$599K0.28%
90
TFCTruist Financial
13,600$592K0.28%
91
GNWGenworth Financial Inc
167,500$586K0.28%
92
GDGeneral Dynamics Corp.
2,700$573K0.27%
93
METAMeta Platforms Inc
4,200$570K0.27%
94
KOPKoppers Holdings Inc.
27,200$565K0.27%
95
AGREURAvangrid Inc.
13,500$563K0.27%
96
ACIAlbertsons Companies
22,502$559K0.26%
97
UEOWestlake Corporation
6,300$547K0.26%
98
CBRECBRE Group, Inc.
7,900$533K0.25%
99
ORCLOracle Corporation
8,700$531K0.25%
100
TSNTyson Foods
8,000$527K0.25%
Page 1 of 4Next