Phocas Financial Corp. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$771.4M

Holdings

147

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
ATGEADTALEM GLOBAL ED INC
$19.5M
PRIMPRIMORIS SVCS CORP
$19.2M
WF2WINTRUST FINL CORP
$16.4M
NXSTNEXSTAR MEDIA GROUP INC
$15.1M
TTMITTM TECHNOLOGIES INC
$14.7M
SKYWSKYWEST INC
$14.1M
SNEXSTONEX GROUP INC
$13.8M
AMRXAMNEAL PHARMACEUTICALS INC
$12.9M
ABCBAMERIS BANCORP
$12.8M
CASHPATHWARD FINANCIAL INC
$12.3M
COLBCOLUMBIA BKG SYS INC
$12.3M
SANMSANMINA CORPORATION
$12.3M
PFBCPREFERRED BK LOS ANGELES CA
$11.8M
AIRAAR CORP
$11.7M
FT2FIRST HORIZON CORPORATION
$11.5M
DCODUCOMMUN INC DEL
$11.1M
BKHBLACK HILLS CORP
$10.8M
FRMEFIRST MERCHANTS CORP
$10.3M
FNBF N B CORP
$10.1M
TCBITEXAS CAP BANCSHARES INC
$9.5M
WTMWHITE MTNS INS GROUP LTD
$9.2M
MKSIMKS INC.
$9.1M
CMACOMERICA INC
$8.6M
SAHSONIC AUTOMOTIVE INC
$8.6M
RRYDER SYS INC
$8.5M
KTBKONTOOR BRANDS INC
$8.4M
UI2KEMPER CORP
$8.3M
ON1OLD NATL BANCORP IND
$8.1M
OTTROTTER TAIL CORP
$8.0M
PENGPENGUIN SOLUTIONS INC
$7.8M
EFSCENTERPRISE FINL SVCS CORP
$7.8M
RHPRYMAN HOSPITALITY PPTYS INC
$7.7M
OMFONEMAIN HLDGS INC
$7.6M
HLHECLA MNG CO
$7.6M
MTRNMATERION CORP
$7.5M
FW2NBANNER CORP
$7.4M
1RGREV GROUP INC
$7.4M
CSRCENTERSPACE
$7.3M
TXNMTXNM ENERGY INC
$7.2M
SYU1SYNOVUS FINL CORP
$7.2M
ADCAGREE RLTY CORP
$7.2M
TPHTRI POINTE HOMES INC
$7.2M
AMANTERO MIDSTREAM CORP
$7.1M
ADTADT INC DEL
$7.1M
AEBAALLETE INC
$7.1M
NPOENPRO INC
$7.1M
VRRMVERRA MOBILITY CORP
$7.0M
ANGOANGIODYNAMICS INC
$6.8M
BGCBGC GROUP INC
$6.7M
TRNOTERRENO RLTY CORP
$6.7M
SWXSOUTHWEST GAS HLDGS INC
$6.6M
SLGSL GREEN RLTY CORP
$6.4M
KDKYNDRYL HLDGS INC
$6.4M
MGYMAGNOLIA OIL & GAS CORP
$6.4M
RRCRANGE RES CORP
$6.2M
KRGKITE RLTY GROUP TR
$6.2M
CHCTCOMMUNITY HEALTHCARE TR INC
$6.1M
CALMCAL MAINE FOODS INC
$6.1M
ABBVABBVIE INC
$6.1M
CHRDCHORD ENERGY CORPORATION
$5.9M
THSTREEHOUSE FOODS INC
$5.9M
IRTINDEPENDENCE RLTY TR INC
$5.9M
CRSCARPENTER TECHNOLOGY CORP
$5.7M
PNFPPINNACLE FINL PARTNERS INC
$5.5M
BDCBELDEN INC
$5.4M
LYTSLSI INDS INC OHIO
$5.2M
LADRLADDER CAP CORP
$5.2M
UMBFUMB FINL CORP
$5.1M
HRIHERC HLDGS INC
$5.1M
APAMARTISAN PARTNERS ASSET MGMT
$5.1M
VBTXVERITEX HLDGS INC
$4.7M
URBNURBAN OUTFITTERS INC
$4.7M
ELANELANCO ANIMAL HEALTH INC
$4.4M
SHCSOTERA HEALTH CO
$4.4M
AWNADVANCE AUTO PARTS INC
$4.3M
LNTHLANTHEUS HLDGS INC
$4.1M
CLFCLEVELAND-CLIFFS INC NEW
$3.9M
MDPEDIATRIX MEDICAL GROUP INC
$3.9M
FULFULLER H B CO
$3.9M
RALRALLIANT CORP
$3.8M
PCRXPACIRA BIOSCIENCES INC
$3.8M
AUBATLANTIC UN BANKSHARES CORP
$3.7M
PRMPERIMETER SOLUTIONS INC
$3.7M
LZBLA Z BOY INC
$3.7M
TKRTIMKEN CO
$3.7M
MACMACERICH CO
$3.7M
MHOM/I HOMES INC
$3.7M
GIIIG III APPAREL GROUP LTD
$3.7M
PORPORTLAND GEN ELEC CO
$3.7M
ALRSALERUS FINL CORP
$3.7M
GFFGRIFFON CORP
$3.7M
NOGNORTHERN OIL & GAS INC
$3.6M
ROCKGIBRALTAR INDS INC
$3.5M
AVTRAVANTOR INC
$3.5M
BOOTBOOT BARN HLDGS INC
$3.5M
QDELQUIDELORTHO CORP
$3.4M
CUZCOUSINS PPTYS INC
$3.4M
CONCONCENTRA GROUP HOLDINGS PAR
$3.3M
ELMEELME COMMUNITIES
$3.2M
MDXGMIMEDX GROUP INC
$2.9M
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