Global Alpha Capital Management Ltd. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.6T
Holdings
56
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HNMORMAT TECHNOLOGIES INC | 2,090,896 | $173.7B | 10.83% | |
| 2 | SANMSANMINA CORPORATION | 868,891 | $85.0B | 5.30% | |
| 3 | UMBFUMB FINL CORP | 644,644 | $67.8B | 4.23% | |
| 4 | GMEDGLOBUS MED INC | 1,055,091 | $62.3B | 3.88% | |
| 5 | CWSTCASELLA WASTE SYS INC | 526,565 | $60.8B | 3.79% | |
| 6 | FSSFEDERAL SIGNAL CORP | 562,813 | $59.9B | 3.73% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 1,164,730 | $56.7B | 3.54% | |
| 8 | BSFAANI PHARMACEUTICALS INC | 862,090 | $56.3B | 3.51% | |
| 9 | CWCURTISS WRIGHT CORP | 103,897 | $50.8B | 3.16% | |
| 10 | LMNRLIMONEIRA CO | 3,243,281 | $50.8B | 3.16% | |
| 11 | VTYVERINT SYS INC | 2,468,603 | $48.6B | 3.03% | |
| 12 | DIODDIODES INC | 846,070 | $44.7B | 2.79% | |
| 13 | EVREVERCORE INC | 163,335 | $44.1B | 2.75% | |
| 14 | GENIGENIUS SPORTS LIMITED | 4,195,800 | $43.6B | 2.72% | |
| 15 | RUSHARUSH ENTERPRISES INC | 843,890 | $43.5B | 2.71% | |
| 16 | TSAACI WORLDWIDE INC | 939,769 | $43.1B | 2.69% | |
| 17 | RLIRLI CORP | 546,886 | $39.5B | 2.46% | |
| 18 | SIISPROTT INC | 552,108 | $38.2B | 2.38% | |
| 19 | WF2WINTRUST FINL CORP | 307,313 | $38.1B | 2.38% | |
| 20 | RYNRAYONIER INC | 1,700,299 | $37.7B | 2.35% | |
| 21 | FPIFARMLAND PARTNERS INC | 3,213,682 | $37.0B | 2.31% | |
| 22 | RDNTRADNET INC | 627,558 | $35.7B | 2.23% | |
| 23 | GPORGULFPORT ENERGY CORP | 163,160 | $32.8B | 2.05% | |
| 24 | QA4AGENTHERM INC | 1,109,383 | $31.4B | 1.96% | |
| 25 | PRAAPRA GROUP INC | 2,111,800 | $31.1B | 1.94% | |
| 26 | EXPEAGLE MATLS INC | 154,083 | $31.1B | 1.94% | |
| 27 | DNOWDNOW INC | 2,036,226 | $30.2B | 1.88% | |
| 28 | AAALCOA CORP | 985,871 | $29.1B | 1.81% | |
| 29 | AWIARMSTRONG WORLD INDS INC NEW | 170,990 | $27.8B | 1.73% | |
| 30 | ATNIATN INTL INC | 1,583,798 | $25.7B | 1.60% | |
| 31 | SAMBOSTON BEER INC | 113,804 | $21.7B | 1.35% | |
| 32 | GNTXGENTEX CORP | 878,500 | $19.3B | 1.20% | |
| 33 | DGIIDIGI INTL INC | 519,950 | $18.1B | 1.13% | |
| 34 | CLNECLEAN ENERGY FUELS CORP | 8,744,065 | $17.1B | 1.06% | |
| 35 | BCBRUNSWICK CORP | 272,028 | $15.0B | 0.94% | |
| 36 | CSTECAESARSTONE LTD | 3,007,194 | $5.9B | 0.37% | |
| 37 | ATGEADTALEM GLOBAL ED INC | 33,151 | $4.2B | 0.26% | |
| 38 | ZWSZURN ELKAY WATER SOLNS CORP | 109,342 | $4.0B | 0.25% | |
| 39 | PWIPOWER INTEGRATIONS INC | 67,137 | $3.8B | 0.23% | |
| 40 | MEGMONTROSE ENVIRONMENTAL GROUP | 162,982 | $3.6B | 0.22% | |
| 41 | LRNSTRIDE INC | 23,014 | $3.3B | 0.21% | |
| 42 | ENSENERSYS | 36,951 | $3.2B | 0.20% | |
| 43 | VMIVALMONT INDS INC | 9,398 | $3.1B | 0.19% | |
| 44 | PRMBPRIMO BRANDS CORPORATION | 103,229 | $3.1B | 0.19% | |
| 45 | AGMFEDERAL AGRIC MTG CORP | 15,107 | $2.9B | 0.18% | |
| 46 | BCPCBALCHEM CORP | 18,059 | $2.9B | 0.18% | |
| 47 | VCELVERICEL CORP | 52,983 | $2.3B | 0.14% | |
| 48 | JT5MUELLER WTR PRODS INC | 93,249 | $2.2B | 0.14% | |
| 49 | HAEHAEMONETICS CORP MASS | 27,453 | $2.0B | 0.13% | |
| 50 | LMBLIMBACH HLDGS INC | 14,207 | $2.0B | 0.12% | |
| 51 | PCRXPACIRA BIOSCIENCES INC | 79,460 | $1.9B | 0.12% | |
| 52 | BFAMBRIGHT HORIZONS FAM SOL IN D | 12,193 | $1.5B | 0.09% | |
| 53 | NXTNEXTRACKER INC | 24,419 | $1.3B | 0.08% | |
| 54 | COLDAMERICOLD REALTY TRUST INC | 74,037 | $1.2B | 0.08% | |
| 55 | OGM1COGENT COMMUNICATIONS HLDGS | 22,886 | $1.1B | 0.07% | |
| 56 | —WNS HLDGS LTD | 4,030 | $254.9M | 0.02% |