YOUSIF CAPITAL MANAGEMENT, LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$8.5B

Holdings

1,991

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,991 positions)

StockValue
SESea Ltd
$810.0M
CHCOCity Holding Co
$807.9M
HTHHilltop Holdings
$806.9M
PRGProg Holdings Inc Com
$803.6M
RCReady Cap Corp
$803.5M
AKRAcadia Realty Trust
$803.1M
MRVLMarvell Technology Inc
$802.5M
FWRDUSDForward Air Corp
$801.5M
TTMITtm Technologies Inc
$799.3M
KNKnowles Corp
$798.4M
MQBKYMacquarie Group Ltd Adr New
$798.0M
DFINDonnelley Financial Solutions
$795.5M
STCStewart Information Services C
$794.7M
OPLNOpenlane Inc
$794.1M
CTVHelix Energy Solutions Group I
$792.4M
PLAYDave & Busters Entertainment I
$791.7M
ACHOwens & Minor Inc
$790.0M
LZBLa-Z-Boy Inc
$789.7M
NGVTIngevity Corp
$789.4M
BASFYBasf Aktiengesellschaft - Leve
$789.0M
SUPNSupernus Pharmaceuticals Inc
$788.4M
AGYSAgilysys Inc
$788.2M
SHCSotera Health Company
$785.7M
NWBINorthwest Bancshares Inc Md
$784.6M
AZZAzz Inc
$782.8M
PCRXPacira Biosciences
$782.6M
OXMOxford Industries Inc
$779.7M
FCFFirst Commonwealth Financial C
$779.5M
HPOService Properties Trust
$775.8M
CMPGYCompass Group Plc Spon Adr Eac
$775.6M
GEFGreif Inc Cl A
$774.8M
NSZNetscout Systems Inc
$770.6M
UAAUnder Armour Inc Cl A
$769.3M
GRBKGreen Brick Partners Inc
$762.6M
INTCIntel Corp
$761.5M
STAASTAAR Surgical Company
$761.2M
STMStmicroelectronics N V Shs-N Y
$761.0M
AMWDAmerican Woodmark Corporation
$758.0M
ARIApollo Commercial Real Estate
$756.3M
UAUnder Armour Inc Cl C
$756.2M
UCTTUltra Clean Holdings Inc
$756.0M
UPBDUpbound Grp In
$753.5M
CASHMeta Financial Group Inc
$752.9M
CSGSCsg Systems Intl Inc
$752.7M
ADUSAddus Homecare Corp
$751.6M
FBNCFirst Bancorp NC Com
$751.5M
HWKNHawkins Inc
$748.4M
PRNDYPernod Ricard SA Sp ADR
$746.6M
WABCWestamerica Bancorporation
$743.3M
CMCanadian Imp Bank Comm
$742.1M
G3VGreen Plains Inc
$742.1M
TAKTakeda Pharmaceutic-Sp Adr
$737.7M
JBGSJbg Smith Properties
$737.6M
PEBPebblebrook Hotel Trust
$736.2M
HOCPYHoya Corp Sponsored Adr
$733.0M
PHINPhinia Inc Common Stock
$731.0M
IVViShares Core S&P 500 ETF
$730.8M
EATBrinker Intl Inc
$729.4M
NRDBYNordea Bank Abp
$727.8M
KWKennedy-Wilson Hldgs Inc Com
$727.7M
PLMRPalomar Holdings Inc
$726.7M
ICLRIcon PLC
$725.5M
DANOYDanone Sp ADR
$723.6M
HLITHarmonic Inc
$723.0M
MFGMizuho Finl Group Inc Sponsore
$720.4M
HOPEHope Bancorp Inc
$716.5M
ABEVAmbev Sa-Adr
$716.5M
S7VSally Beauty Holdings Inc
$709.5M
TALOTalos Energy Inc
$708.5M
LNNLindsay Corp
$706.0M
VSTOEURVista Outdoor Inc
$704.1M
BANFBancFirst Corp
$703.9M
NWNNorthwest Nat Holding Co
$702.9M
NVEEUSDNv5 Hldgs Inc
$702.4M
BKEBuckle Inc
$701.1M
ENGIYEngie Sponsored Adr
$700.0M
BAESYBae Sys Plc Sponsored Adr
$699.4M
APOApollo Global Mgmt Inc
$699.1M
UFPTUfp Technologies
$698.7M
USPHUs Physical Therapy Inc
$696.6M
SMTCSemtech Corp
$695.5M
PJXPetroleo Brasileiro Sa Sponsor
$695.2M
GTYGetty Realty
$693.5M
NBHCNational Bank Holdings Corp Cl
$693.1M
SUSuncor Energy Inc New Com
$692.7M
FBKFb Finl Corp Com
$690.8M
GIIIG-Iii Apparel Group LTD
$685.2M
ALEXAlexander & Baldwin Inc
$684.8M
UNITUniti Group Inc
$684.4M
GBXGreenbrier Cos Inc
$683.6M
WOPWoodside Energy Group Ltd
$679.9M
CCEPCoca-Cola Europacific Partners
$678.3M
WCNWASTE CONNECTIONS INC COM
$677.8M
CTSCts Corp
$674.3M
PQ3Provident Financial Services I
$673.5M
PAYOPayoneer Global Inc
$672.4M
WLYWiley John & Sons Inc Cl A
$666.2M
EXPIExp World Holdings Inc
$665.4M
MFCMANULIFE FINL CORP COM
$661.2M
HMNHorace Mann Educators Corp
$660.9M
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