Stock Taper 
SG CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Patterson-UTI Energy, Inc. | PTEN | 140.47K | $1.29M |
 Cohu, Inc. | COHU | 140.96K | $10.42M |
 Ralliant Corp | RAL | 145K | $10.68M |
 Brady Corporation | BRC | 157.33K | $14.41M |
 Armstrong World Industries, Inc. | AWI | 165.86K | $26.61M |
 Mueller Industries, Inc. | MLI | 170.38K | $20.94M |
 Napco Security Technologies, Inc. | NSSC | 170.79K | $6.49M |
 Casella Waste Systems, Inc. | CWST | 175.54K | $17.02M |
 Semtech Corporation | SMTC | 176K | $28.49M |
 VSE Corporation | VSEC | 183.14K | $41.85M |
 Graco Inc. | GGG | 197.53K | $14.94M |
 Zebra Technologies Corporation | ZBRA | 213.09K | $56.1M |
 HNI Corporation | HNI | 222.88K | $9.01M |
 Merit Medical Systems, Inc. | MMSI | 243.5K | $16.88M |
 Gentex Corporation | GNTX | 286.39K | $7.24M |
 Louisiana-Pacific Corporation | LPX | 328.95K | $25.88M |
 MSC Industrial Direct Co., Inc. | MSM | 343.79K | $40.89M |
 Green Plains Inc. | GPRE | 344.75K | $5.3M |
 Crane NXT, Co. | CXT | 362.52K | $18.55M |
 Gibraltar Industries, Inc. | ROCK | 389.41K | $17.56M |