Phocas Financial Corp. Q1 2021 Filing

Filed June 22, 2021

Portfolio Value

$758.4M

Holdings

201

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
APY1EURCHAMPIONX CORPORATION
579,575$12.6M1.66%
2
AWGASBURY AUTOMOTIVE GROUP INC
58,029$11.4M1.50%
3
TBBKBANCORP INC DEL
539,388$11.2M1.47%
4
STERLING BANCORP DEL
484,414$11.2M1.47%
5
CASHMETA FINL GROUP INC
240,719$10.9M1.44%
6
STRLSTERLING CONSTR INC
469,895$10.9M1.44%
7
ABCBAMERIS BANCORP
206,567$10.8M1.43%
8
NXSTNEXSTAR MEDIA GROUP INC
76,306$10.7M1.41%
9
OMFONEMAIN HLDGS INC
187,836$10.1M1.33%
10
PFBCPREFERRED BK LOS ANGELES CA
156,594$10.0M1.31%
11
SFSTIFEL FINL CORP
154,390$9.9M1.30%
12
FULFULLER H B CO
156,923$9.9M1.30%
13
ATKRATKORE INC
135,415$9.7M1.28%
14
AVNTAVIENT CORPORATION
201,266$9.5M1.25%
15
EFSCENTERPRISE FINL SVCS CORP
190,455$9.4M1.24%
16
IBTXUSDINDEPENDENT BK GROUP INC
125,664$9.1M1.20%
17
KSSKOHLS CORP
150,974$9.0M1.19%
18
AMERICAN FIN TR
911,914$9.0M1.18%
19
SCHXSCHWAB STRATEGIC TR
93,003$8.9M1.18%
20
MYRGMYR GROUP INC DEL
122,270$8.8M1.16%
21
ROICUSDRETAIL OPPORTUNITY INVTS COR
528,134$8.4M1.11%
22
AUBATLANTIC UN BANKSHARES CORP
218,096$8.4M1.10%
23
PEBPEBBLEBROOK HOTEL TR
327,846$8.0M1.05%
24
SBCSABRA HEALTH CARE REIT INC
457,627$7.9M1.05%
25
MGYMAGNOLIA OIL & GAS CORP CL A
690,865$7.9M1.05%
26
UMPQUSDUMPQUA HLDGS CORP
441,007$7.7M1.02%
27
4DHDANA INC
313,908$7.6M1.01%
28
VSHVISHAY INTERTECHNOLOGY INC
314,925$7.6M1.00%
29
FRMEFIRST MERCHANTS CORP
162,767$7.6M1.00%
30
KAIKADANT INC
40,683$7.5M0.99%
31
TFINTRIUMPH BANCORP INC
97,165$7.5M0.99%
32
IRTINDEPENDENCE RLTY TR INC
493,492$7.5M0.99%
33
SYNASYNAPTICS INC
54,070$7.3M0.97%
34
SEMSELECT MED HLDGS CORP
213,564$7.3M0.96%
35
GREAT WESTERN BANCORP INC
236,619$7.2M0.95%
36
BOOTBOOT BARN HLDGS INC
112,286$7.0M0.92%
37
CORNERSTONE BLDG BRANDS INC
495,815$7.0M0.92%
38
ITGRINTEGER HLDGS CORP
75,256$6.9M0.91%
39
AHHARMADA HOFFLER PPTYS INC
542,002$6.8M0.90%
40
LADRLADDER CAP CORP CL A
570,984$6.7M0.89%
41
HPPHUDSON PAC PPTYS INC
244,784$6.6M0.88%
42
PNFPPINNACLE FINL PARTNERS INC
74,875$6.6M0.88%
43
FPEIFIRST TR
325,618$6.6M0.87%
44
ROFKFORCE INC
122,918$6.6M0.87%
45
PDCEUSDPDC ENERGY INC
189,916$6.5M0.86%
46
ONTOONTO INNOVATION INC
99,419$6.5M0.86%
47
AIRAAR CORP
156,642$6.5M0.86%
48
HGVHILTON GRAND VACATIONS INC
170,861$6.4M0.84%
49
SPBSPECTRUM BRANDS HLDGS INC NE
73,109$6.2M0.82%
50
BVBRIGHTVIEW HLDGS INC
365,406$6.2M0.81%
51
RRCRANGE RES CORP
596,281$6.2M0.81%
52
AEISADVANCED ENERGY INDS
56,416$6.2M0.81%
53
MEIMETHODE ELECTRS INC
146,476$6.1M0.81%
54
GMREUSDGLOBAL MED REIT INC
466,610$6.1M0.81%
55
APGAPI GROUP CORP COM
291,430$6.0M0.79%
56
ATSG*AIR TRANSPORT SERVICES GRP I
205,235$6.0M0.79%
57
PRIPRIMERICA INC
40,585$6.0M0.79%
58
BANCBANC OF CALIFORNIA INC
331,709$6.0M0.79%
59
AVNSAVANOS MED INC
136,891$6.0M0.79%
60
FERRO CORP
353,496$6.0M0.79%
61
BKHBLACK HILLS CORP
85,919$5.7M0.76%
62
UISUNISYS CORP
225,509$5.7M0.76%
63
HUBGHUB GROUP INC
82,636$5.6M0.73%
64
IIPRINNOVATIVE INDL PPTYS INC
30,740$5.5M0.73%
65
LZBLA Z BOY INC
130,207$5.5M0.73%
66
LNWOSCIENTIFIC GAMES CORP
142,473$5.5M0.72%
67
OTTROTTER TAIL CORP
117,518$5.4M0.72%
68
PLXSPLEXUS CORP
58,577$5.4M0.71%
69
HRTGHERITAGE INS HLDGS INC
482,319$5.3M0.70%
70
WCCWESCO INTL INC
61,573$5.3M0.70%
71
MTRNMATERION CORP
79,013$5.2M0.69%
72
SJIEURSOUTH JERSEY INDS INC
230,472$5.2M0.69%
73
BJRIBJS RESTAURANTS INC
88,655$5.1M0.68%
74
MODMODINE MFG CO
342,187$5.1M0.67%
75
RUTHUSDRUTHS HOSPITALITY GROUP INC
201,122$5.0M0.66%
76
TWNKEURHOSTESS BRANDS INC
346,947$5.0M0.66%
77
TPHTRI POINTE HOMES INC
241,109$4.9M0.65%
78
GFFGRIFFON CORP
173,566$4.7M0.62%
79
TPICQTPI COMPOSITES INC
81,302$4.6M0.60%
80
REZIRESIDEO TECHNOLOGIES INC
159,914$4.5M0.60%
81
GIIIG III APPAREL GROUP LTD
146,703$4.4M0.58%
82
FNBF N B CORP
336,377$4.3M0.56%
83
VTYVERINT SYS INC
86,118$3.9M0.52%
84
FSSFEDERAL SIGNAL CORP
101,477$3.9M0.51%
85
VTWOVANGUARD SCOTTSDALE
21,462$3.8M0.50%
86
KOPKOPPERS HOLDINGS INC
109,978$3.8M0.50%
87
PORPORTLAND GEN ELEC CO
80,297$3.8M0.50%
88
ABBVABBVIE INC
35,060$3.8M0.50%
89
THE AARONS COMPANY INC
146,049$3.8M0.49%
90
FBKFB FINL CORP
83,653$3.7M0.49%
91
MODVQMODIVCARE INC
24,662$3.7M0.48%
92
SKYWSKYWEST INC
66,752$3.6M0.48%
93
LF2PACIFIC PREMIER BANCORP
83,506$3.6M0.48%
94
MR4MERIDIAN BIOSCIENCE INC
134,740$3.5M0.47%
95
USCRU S CONCRETE INC
45,898$3.4M0.44%
96
SCHLSCHOLASTIC CORP
109,418$3.3M0.43%
97
NPOENPRO INDS INC
37,734$3.2M0.42%
98
PLDPROLOGIS INC.
30,230$3.2M0.42%
99
SNEXSTONEX GROUP INC
48,605$3.2M0.42%
100
AMTAMERICAN TOWER CORP NEW
13,160$3.1M0.41%
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