YOUSIF CAPITAL MANAGEMENT, LLC Q2 2023 Filing

Filed August 2, 2023

Portfolio Value

$8.2T

Holdings

1,969

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,969 positions)

StockValue
CCLCarnival Corp
$3.2M
UFPIUfp Industries Inc Com
$3.2M
CIENCiena Corp
$3.2M
AXONAxon Enterprise Inc
$3.2M
MSAMsa Safety Inc
$3.2M
STAGStag Indl Inc Com
$3.2M
NYTNew York Times Co Cl A
$3.2M
EX9Exelixis Inc
$3.1M
MTBM & T Bank Corp
$3.1M
LUVSouthwest Airlines Co
$3.1M
CHRDChord Energy Corp
$3.1M
CMCCommercial Metals Co
$3.1M
BCBrunswick Corp
$3.1M
MKSIMks Instrument Inc
$3.1M
AAAlcoa Corp
$3.1M
SFStifel Financial Corp
$3.1M
NXSTNexstar Media Group Inc Cl A C
$3.1M
CBOECboe Global Markets Inc
$3.1M
VMIValmont Industries Inc
$3.1M
ONTOOnto Innovation Inc
$3.1M
OLEDUniversal Display Corp
$3.1M
VVVValvoline Inc
$3.1M
LHLaboratory Corp America Holdin
$3.1M
SEICSei Investments Co
$3.1M
JBHTHunt J B Trans Services Inc
$3.0M
TKRTimken Co
$3.0M
PTCPtc Inc
$3.0M
PHMPulte Group Inc
$3.0M
FT2First Horizon Corporation Com
$3.0M
IFFInternational Flavors & Fragra
$3.0M
GMEGamestop Corp Cl A
$3.0M
FAFFirst American Financial Corp
$3.0M
APY1EURChampionx Corporation
$3.0M
MEDPMedpace Holdings Inc
$3.0M
AITApplied Industrial Technologie
$3.0M
IRMIron Mountain Inc
$3.0M
ATDAti Inc
$3.0M
WINGWingstop Inc
$3.0M
MTDRMatador Resources Co
$3.0M
DINOHF Sinclair Corporation
$3.0M
CHRChurchill Downs Inc
$3.0M
ADCAgree Realty Corp
$3.0M
SSDSimpson Manufacturing Co Inc
$3.0M
EVRGEvergy Inc
$3.0M
USX1United States Steel Corp
$3.0M
FITBFifth Third Bancorp
$3.0M
BWXTBwx Technologies Inc Com
$2.9M
WABWabtec Corp
$2.9M
SONSonoco Prods Co
$2.9M
BBYBest Buy Inc
$2.9M
ENSGEnsign Group Inc
$2.9M
LNTHLantheus Holdings Inc
$2.9M
SEDGSolaredge Technologies Inc
$2.9M
OMCOmnicom Group Inc
$2.9M
MURMurphy Oil Corp
$2.9M
OSKOshkosh Corp
$2.9M
WHWyndham Hotels & Resorts Inc
$2.9M
MTHMeritage Homes Corp
$2.9M
CUCAAvis Budget Group Inc
$2.9M
UNVREURUnivar Solutions Inc
$2.9M
CAGConagra Brands Inc
$2.9M
UGIUgi Corp
$2.9M
RHRh
$2.9M
SIGISelective Insurance Group Inc
$2.9M
BRBroADRidge Financial Solutions
$2.9M
TXRHTexas Roadhouse Inc
$2.9M
VRSNVerisign Inc
$2.9M
THOThor Industries Inc
$2.9M
SYFSynchrony Financial
$2.9M
RLIRli Corp
$2.9M
HSICHenry Schein Inc
$2.8M
AWGAsbury Automotive Group Inc
$2.8M
LPXLouisiana Pac Corp
$2.8M
AIRCUSDApartment Income REIT Corp
$2.8M
SAPSap Se-Sponsored Adr
$2.8M
MLIMueller Industries Inc
$2.8M
CCChemours Co
$2.8M
PLNTPlanet Fitness Inc Cl A
$2.8M
PVHPvh Corp
$2.8M
LLoews Corp
$2.8M
LNTAlliant Energy Corp
$2.8M
OLNOlin Corp
$2.8M
INGRIngredion Inc
$2.8M
AMGAffiliated Managers Group Inc
$2.8M
NVSTEnvista Holdings Corporation
$2.8M
SAICScience Applications Intl Corp
$2.8M
HWMHowmet Aerospace Inc
$2.8M
TMHCTaylor Morrison Home Corp
$2.8M
ANAutonation Inc
$2.7M
UALUnited Airlines Holdings Inc
$2.7M
SRCUSDSpirit Realty Capital Inc
$2.7M
INCYIncyte Corp
$2.7M
FSLRFirst Solar Inc
$2.7M
OPCHOption Care Health Inc New
$2.7M
TDYTeledyne Technologies Inc
$2.7M
HQYHealthequity Inc
$2.7M
CBSHCommerce Bancshares Inc
$2.7M
EEFTEuronet Worldwide Inc
$2.7M
FLT1EURFleetcor Technologies Inc
$2.7M
BALLBall Corp
$2.7M
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