
SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | OI | 341K | $5.59M |
![]() | PTEN | 341K | $3.68M |
![]() | PMT | 333K | $4.98M |
![]() | M | 328K | $6.60M |
![]() | ELAN | 322K | $4.81M |
![]() | UCTT | 320K | $10.94M |
![]() | CARG | 311K | $7.52M |
![]() | DBI | 309K | $2.74M |
![]() | SCSC | 304K | $12.06M |
![]() | PRIM | 304K | $10.08M |
![]() | KOP | 295K | $15.10M |
![]() | TITN | 287K | $8.28M |
![]() | SPTN | 282K | $6.46M |
![]() | CCRN | 254K | $5.76M |
![]() | HPE | 254K | $4.31M |
![]() | LZB | 241K | $8.89M |
![]() | GFF | 236K | $14.39M |
![]() | NMIH | 232K | $6.89M |
![]() | VBTX | 227K | $5.29M |
![]() | FULT | 224K | $3.69M |

O-I Glass, Inc.
OI
Shares Held
341K
Value
$5.59M

Patterson-UTI Energy, Inc.
PTEN
Shares Held
341K
Value
$3.68M

PennyMac Mortgage Investment Trust
PMT
Shares Held
333K
Value
$4.98M

Macy's, Inc.
M
Shares Held
328K
Value
$6.60M

Elanco Animal Health Incorporated
ELAN
Shares Held
322K
Value
$4.81M

Ultra Clean Holdings, Inc.
UCTT
Shares Held
320K
Value
$10.94M

CarGurus, Inc.
CARG
Shares Held
311K
Value
$7.52M

Designer Brands Inc.
DBI
Shares Held
309K
Value
$2.74M

ScanSource, Inc.
SCSC
Shares Held
304K
Value
$12.06M

Primoris Services Corporation
PRIM
Shares Held
304K
Value
$10.08M

Koppers Holdings Inc.
KOP
Shares Held
295K
Value
$15.10M

Titan Machinery Inc.
TITN
Shares Held
287K
Value
$8.28M

SpartanNash Company
SPTN
Shares Held
282K
Value
$6.46M

Cross Country Healthcare, Inc.
CCRN
Shares Held
254K
Value
$5.76M

Hewlett Packard Enterprise Company
HPE
Shares Held
254K
Value
$4.31M

La-Z-Boy Incorporated
LZB
Shares Held
241K
Value
$8.89M

Griffon Corporation
GFF
Shares Held
236K
Value
$14.39M

NMI Holdings, Inc.
NMIH
Shares Held
232K
Value
$6.89M

Veritex Holdings, Inc.
VBTX
Shares Held
227K
Value
$5.29M

Fulton Financial Corporation
FULT
Shares Held
224K
Value
$3.69M
