Stock Taper

SG CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FTAI Aviation Ltd.FTAI51.54K$13.94M
American Public Education, Inc.APEI51.79K$2.78M
Haverty Furniture Companies, Inc.HVT55.87K$1.43M
ATI Inc.ATI58.28K$11.49M
Tower Semiconductor Ltd.TSEM60.95K$15.89M
Helmerich & Payne, Inc.HP64.09K$2.1M
Silicon Motion Technology CorporationSIMO66.03K$22.01M
Applied Industrial Technologies, Inc.AIT70.72K$23.91M
Innospec Inc.IOSP71.02K$5.78M
Kulicke and Soffa Industries, Inc.KLIC71.03K$9.5M
Microchip Technology IncorporatedMCHP72.44K$6.61M
Revvity, Inc.RVTY73.01K$8.12M
Flex Ltd.FLEX73.43K$11.9M
Clean Harbors, Inc.CLH75.27K$22.49M
McGrath RentCorpMGRC76.56K$9.27M
Astronics CorporationATRO89.15K$7.24M
Benchmark Electronics, Inc.BHE97.42K$9.61M
Minerals Technologies Inc.MTX109.39K$8.09M
Ichor Holdings, Ltd.ICHR109.78K$12.33M
Liberty Energy Inc.LBRT128.23K$3.36M