Stock Taper 
SG CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 VSE Corporation | VSEC | 183.14K | $41.85M |
 Semtech Corporation | SMTC | 176K | $28.49M |
 Casella Waste Systems, Inc. | CWST | 175.54K | $17.02M |
 Napco Security Technologies, Inc. | NSSC | 170.79K | $6.49M |
 Mueller Industries, Inc. | MLI | 170.38K | $20.94M |
 Armstrong World Industries, Inc. | AWI | 165.86K | $26.61M |
 Brady Corporation | BRC | 157.33K | $14.41M |
 Ralliant Corp | RAL | 145K | $10.68M |
 Cohu, Inc. | COHU | 140.96K | $10.42M |
 Patterson-UTI Energy, Inc. | PTEN | 140.47K | $1.29M |
 Liberty Energy Inc. | LBRT | 128.23K | $3.36M |
 Ichor Holdings, Ltd. | ICHR | 109.78K | $12.33M |
 Minerals Technologies Inc. | MTX | 109.39K | $8.09M |
 Benchmark Electronics, Inc. | BHE | 97.42K | $9.61M |
 Astronics Corporation | ATRO | 89.15K | $7.24M |
 McGrath RentCorp | MGRC | 76.56K | $9.27M |
 Clean Harbors, Inc. | CLH | 75.27K | $22.49M |
 Flex Ltd. | FLEX | 73.43K | $11.9M |
 Revvity, Inc. | RVTY | 73.01K | $8.12M |
 Microchip Technology Incorporated | MCHP | 72.44K | $6.61M |