Hodges Small Cap Fund
Professionally Managed Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2023 → Jun 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
TOPGOLF CALLAWAY BRANDS CORP 0 225,000 225,000 2.48% $4.47M
SHIFT4 PAYMENTS INC 0 60,000 60,000 2.26% $4.07M
US PHYSICAL THERAPY INC 0 25,000 25,000 1.68% $3.03M
APPLOVIN CORP 0 115,000 115,000 1.64% $2.96M
KNOWLES CORP 0 130,000 130,000 1.30% $2.35M
NATIONAL VISION HOLDINGS INC 0 75,000 75,000 1.01% $1.82M
INDEPENDENT BANK GROUP INC 0 50,000 50,000 0.96% $1.73M
WW INTL INC 0 50,000 50,000 0.19% $336.00K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
STAAR SURGICAL CO NEW 50,000 0 -50,000 0.00% -$3.20M
COMERICA INC 60,000 0 -60,000 0.00% -$2.61M
AVNET INC 50,000 0 -50,000 0.00% -$2.26M
KULICKE and SOFFA INDUSTRIES INC 40,000 0 -40,000 0.00% -$2.11M
REVOLVE GROUP INC 60,000 0 -60,000 0.00% -$1.58M
TEXAS CAPITAL BANCSHARES INC 15,000 0 -15,000 0.00% -$734.40K
DZS INC 80,000 0 -80,000 0.00% -$631.20K
SPIRIT AIRLINES INC 25,000 0 -25,000 0.00% -$429.25K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
ENCORE WIRE CORPORATION 28,000 30,000 2,000 3.09% $388.66K
CLEVELAND-CLIFFS INC 320,000 325,000 5,000 3.02% -$418.60K
KIMBALL ELECTRONICS INC 170,000 175,000 5,000 2.68% $738.25K
NORWEGIAN CRUISE LINE HLDGS LTD 150,000 200,000 50,000 2.41% $2.34M
FRONTIER GROUP HOLDINGS INC 275,000 380,000 105,000 2.04% $968.60K
SHOE CARNIVAL 150,000 155,000 5,000 2.02% -$208.10K
KIRBY CORP 40,000 47,000 7,000 2.00% $828.65K
Bausch + Lomb Corporation 150,000 175,000 25,000 1.95% $900.75K
ALASKA AIR GROUP INC 50,000 60,000 10,000 1.77% $1.09M
LOVESAC CO/THE 55,000 80,000 25,000 1.20% $566.50K
UPLAND SOFTWARE INC 120,000 200,000 80,000 0.40% $204.00K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
SM ENERGY CO 265,000 215,000 -50,000 3.77% -$661.95K
TAYLOR MORRISON HOME CORP 185,000 130,000 -55,000 3.51% -$738.00K
ON HOLDING AG 200,000 165,000 -35,000 3.02% -$761.00K
HILLTOP HOLDINGS 180,000 155,000 -25,000 2.70% -$464.30K
INMODE LTD 130,000 125,000 -5,000 2.59% $513.95K
GROUP 1 AUTOMOTIVE INC 17,000 16,000 -1,000 2.29% $280.46K
COMMERCIAL METALS CO 80,000 75,000 -5,000 2.19% $37.50K
VISTA OUTDOOR INC 200,000 140,000 -60,000 2.15% -$1.67M
ETHAN ALLEN INTERIORS INC 140,000 135,000 -5,000 2.12% -$26.60K
CINEMARK HOLDINGS INC 300,000 230,000 -70,000 2.10% -$642.00K
DIODES INC 45,000 40,000 -5,000 2.05% -$474.60K
GRAPHIC PACKAGING HOLDING CO 150,000 140,000 -10,000 1.86% -$459.30K
RH 11,000 10,000 -1,000 1.83% $616.85K
SUNOPTA INC 650,000 450,000 -200,000 1.67% -$1.99M
SPROUTS FMRS MKT INC 100,000 80,000 -20,000 1.63% -$564.60K
NCR VOYIX CORP 110,000 100,000 -10,000 1.40% -$74.90K
BRUNSWICK CORP 30,000 25,000 -5,000 1.20% -$294.00K
BOYD GAMING CORP 45,000 30,000 -15,000 1.15% -$804.30K
PROSPERITY BNCSH 57,000 35,000 -22,000 1.10% -$1.53M
GOOSEHEAD INSURANCE 45,868 30,000 -15,868 1.05% -$507.61K
Silicon Motion Technology Corp. SPONSORED ADR 35,000 26,000 -9,000 1.04% -$424.84K
TOAST INC-A 150,000 35,000 -115,000 0.44% -$1.87M
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
EAGLE MATERIALS INC 60,000 60,000 0 6.20% $2.38M
MATADOR RESOURCES COMPANY 175,000 175,000 0 5.08% $817.25K
TEXAS PACIFIC LAND CORP 3,500 3,500 0 2.55% -$1.35M
DISTRIBUTION SOLUTIONS GROUP INC 75,000 75,000 0 2.16% $495.00K
PERMIAN RESOURCES CORP CL A 350,000 350,000 0 2.13% $161.00K
CULLEN FROST BANKERS INC 25,000 25,000 0 1.49% $54.75K
TEXAS ROADHOUSE INC 20,000 20,000 0 1.24% $84.40K
ACADEMY SPORTS and OUTDOORS INC 40,000 40,000 0 1.20% -$448.00K
ALAMO GROUP INC 10,000 10,000 0 1.02% -$2.50K

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