DELPHI MANAGEMENT INC /MA/
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASX | 99K | $1.59M |
 | HTGC | 79K | $1.48M |
 | ARCC | 63K | $1.28M |
 | AMTM | 49K | $1.42M |
 | STAG | 40K | $1.46M |
 | CAC | 36K | $1.55M |
 | BATRK | 36K | $1.41M |
 | ITRN | 35K | $1.52M |
 | SMP | 35K | $1.28M |
 | JHG | 34K | $1.60M |
 | GBDC | 31K | $416.00K |
 | CAKE | 30K | $1.49M |
 | USB | 29K | $1.57M |
 | UNTY | 28K | $1.47M |
 | TTAM | 28K | $455.00K |
 | FR | 27K | $1.55M |
 | FLEX | 24K | $1.48M |
 | FAF | 23K | $1.41M |
 | TRNO | 21K | $1.24M |
 | WRB | 19K | $1.36M |
ASE Technology Holding Co., Ltd.
ASX
Shares Held
99K
Value
$1.59M
Hercules Capital, Inc.
HTGC
Shares Held
79K
Value
$1.48M
Ares Capital Corporation
ARCC
Shares Held
63K
Value
$1.28M
Amentum Holdings, Inc.
AMTM
Shares Held
49K
Value
$1.42M
STAG Industrial, Inc.
STAG
Shares Held
40K
Value
$1.46M
Camden National Corporation
CAC
Shares Held
36K
Value
$1.55M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
36K
Value
$1.41M
Ituran Location and Control Ltd.
ITRN
Shares Held
35K
Value
$1.52M
Standard Motor Products, Inc.
SMP
Shares Held
35K
Value
$1.28M
Janus Henderson Group plc
JHG
Shares Held
34K
Value
$1.60M
Golub Capital BDC, Inc.
GBDC
Shares Held
31K
Value
$416.00K
The Cheesecake Factory Incorporated
CAKE
Shares Held
30K
Value
$1.49M
U.S. Bancorp
USB
Shares Held
29K
Value
$1.57M
Unity Bancorp, Inc.
UNTY
Shares Held
28K
Value
$1.47M
Titan America S.A.
TTAM
Shares Held
28K
Value
$455.00K
First Industrial Realty Trust, Inc.
FR
Shares Held
27K
Value
$1.55M
Flex Ltd.
FLEX
Shares Held
24K
Value
$1.48M
First American Financial Corporation
FAF
Shares Held
23K
Value
$1.41M
Terreno Realty Corporation
TRNO
Shares Held
21K
Value
$1.24M
W. R. Berkley Corporation
WRB
Shares Held
19K
Value
$1.36M