SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPI | 45K | $13.63M |
 | STLD | 44K | $5.18M |
 | PEG | 43K | $2.65M |
 | RJF | 42K | $4.71M |
 | PLXS | 42K | $4.56M |
 | LAD | 41K | $13.58M |
 | PWR | 41K | $8.85M |
 | TCBI | 41K | $2.62M |
 | SWKS | 38K | $4.32M |
 | AN | 38K | $5.72M |
 | SAIC | 38K | $4.66M |
 | ARW | 37K | $4.55M |
 | DKS | 36K | $5.30M |
 | INGR | 35K | $3.81M |
 | FANG | 34K | $5.32M |
 | WEX | 34K | $6.61M |
 | WLK | 32K | $4.49M |
 | VLO | 29K | $3.77M |
 | WSM | 28K | $5.56M |
 | COF | 27K | $3.49M |
Group 1 Automotive, Inc.
GPI
Shares Held
45K
Value
$13.63M
Steel Dynamics, Inc.
STLD
Shares Held
44K
Value
$5.18M
Public Service Enterprise Group Incorporated
PEG
Shares Held
43K
Value
$2.65M
Raymond James Financial, Inc.
RJF
Shares Held
42K
Value
$4.71M
Plexus Corp.
PLXS
Shares Held
42K
Value
$4.56M
Lithia Motors, Inc.
LAD
Shares Held
41K
Value
$13.58M
Quanta Services, Inc.
PWR
Shares Held
41K
Value
$8.85M
Texas Capital Bancshares, Inc.
TCBI
Shares Held
41K
Value
$2.62M
Skyworks Solutions, Inc.
SWKS
Shares Held
38K
Value
$4.32M
AutoNation, Inc.
AN
Shares Held
38K
Value
$5.72M
Science Applications International Corporation
SAIC
Shares Held
38K
Value
$4.66M
Arrow Electronics, Inc.
ARW
Shares Held
37K
Value
$4.55M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
36K
Value
$5.30M
Ingredion Incorporated
INGR
Shares Held
35K
Value
$3.81M
Diamondback Energy, Inc.
FANG
Shares Held
34K
Value
$5.32M
WEX Inc.
WEX
Shares Held
34K
Value
$6.61M
Westlake Corporation
WLK
Shares Held
32K
Value
$4.49M
Valero Energy Corporation
VLO
Shares Held
29K
Value
$3.77M
Williams-Sonoma, Inc.
WSM
Shares Held
28K
Value
$5.56M
Capital One Financial Corporation
COF
Shares Held
27K
Value
$3.49M