
SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TPR | 127K | $4.69M |
![]() | SIGI | 124K | $12.33M |
![]() | GCO | 120K | $4.21M |
![]() | SFM | 116K | $5.56M |
![]() | AL | 115K | $4.80M |
![]() | TMHC | 112K | $5.98M |
![]() | GNTX | 111K | $3.64M |
![]() | LUV | 105K | $3.02M |
United Bankshares, Inc. | UBSI | 104K | $3.90M |
![]() | CRUS | 102K | $8.48M |
![]() | BDC | 101K | $7.77M |
![]() | SLGN | 100K | $4.53M |
![]() | ITGR | 100K | $9.86M |
![]() | AMSF | 99K | $4.63M |
![]() | FITB | 98K | $3.38M |
![]() | LITE | 98K | $5.11M |
![]() | OGE | 92K | $3.23M |
![]() | PFBC | 89K | $6.52M |
![]() | WDC | 86K | $4.50M |
![]() | MTZ | 85K | $6.45M |

Tapestry, Inc.
TPR
Shares Held
127K
Value
$4.69M

Selective Insurance Group, Inc.
SIGI
Shares Held
124K
Value
$12.33M

Genesco Inc.
GCO
Shares Held
120K
Value
$4.21M

Sprouts Farmers Market, Inc.
SFM
Shares Held
116K
Value
$5.56M

Air Lease Corporation
AL
Shares Held
115K
Value
$4.80M

Taylor Morrison Home Corporation
TMHC
Shares Held
112K
Value
$5.98M

Gentex Corporation
GNTX
Shares Held
111K
Value
$3.64M

Southwest Airlines Co.
LUV
Shares Held
105K
Value
$3.02M
United Bankshares, Inc.
UBSI
Shares Held
104K
Value
$3.90M

Cirrus Logic, Inc.
CRUS
Shares Held
102K
Value
$8.48M

Belden Inc.
BDC
Shares Held
101K
Value
$7.77M

Silgan Holdings Inc.
SLGN
Shares Held
100K
Value
$4.53M

Integer Holdings Corporation
ITGR
Shares Held
100K
Value
$9.86M

AMERISAFE, Inc.
AMSF
Shares Held
99K
Value
$4.63M

Fifth Third Bancorp
FITB
Shares Held
98K
Value
$3.38M

Lumentum Holdings Inc.
LITE
Shares Held
98K
Value
$5.11M

OGE Energy Corp.
OGE
Shares Held
92K
Value
$3.23M

Preferred Bank
PFBC
Shares Held
89K
Value
$6.52M

Western Digital Corporation
WDC
Shares Held
86K
Value
$4.50M

MasTec, Inc.
MTZ
Shares Held
85K
Value
$6.45M
