DELPHI MANAGEMENT INC /MA/
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASX | 132K | $1.46M |
 | HTGC | 75K | $1.41M |
 | ARCC | 64K | $1.30M |
 | STAG | 39K | $1.38M |
 | ITRN | 36K | $1.30M |
 | CAC | 36K | $1.39M |
 | JHG | 35K | $1.54M |
 | BATRK | 30K | $1.25M |
 | GBDC | 30K | $413.00K |
 | USB | 30K | $1.45M |
 | KBR | 30K | $1.41M |
 | UNTY | 29K | $1.42M |
 | FLEX | 27K | $1.58M |
 | FR | 27K | $1.40M |
 | REVG | 24K | $1.34M |
 | CAKE | 23K | $1.25M |
 | MTDR | 22K | $1.00M |
 | FAF | 22K | $1.43M |
 | PRGS | 21K | $936.00K |
 | TTAM | 21K | $315.00K |
ASE Technology Holding Co., Ltd.
ASX
Shares Held
132K
Value
$1.46M
Hercules Capital, Inc.
HTGC
Shares Held
75K
Value
$1.41M
Ares Capital Corporation
ARCC
Shares Held
64K
Value
$1.30M
STAG Industrial, Inc.
STAG
Shares Held
39K
Value
$1.38M
Ituran Location and Control Ltd.
ITRN
Shares Held
36K
Value
$1.30M
Camden National Corporation
CAC
Shares Held
36K
Value
$1.39M
Janus Henderson Group plc
JHG
Shares Held
35K
Value
$1.54M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
30K
Value
$1.25M
Golub Capital BDC, Inc.
GBDC
Shares Held
30K
Value
$413.00K
U.S. Bancorp
USB
Shares Held
30K
Value
$1.45M
KBR, Inc.
KBR
Shares Held
30K
Value
$1.41M
Unity Bancorp, Inc.
UNTY
Shares Held
29K
Value
$1.42M
Flex Ltd.
FLEX
Shares Held
27K
Value
$1.58M
First Industrial Realty Trust, Inc.
FR
Shares Held
27K
Value
$1.40M
REV Group, Inc.
REVG
Shares Held
24K
Value
$1.34M
The Cheesecake Factory Incorporated
CAKE
Shares Held
23K
Value
$1.25M
Matador Resources Company
MTDR
Shares Held
22K
Value
$1.00M
First American Financial Corporation
FAF
Shares Held
22K
Value
$1.43M
Progress Software Corporation
PRGS
Shares Held
21K
Value
$936.00K
Titan America S.A.
TTAM
Shares Held
21K
Value
$315.00K