Stock Taper

SG CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kulicke and Soffa Industries, Inc.KLIC71.03K$9.5M
Innospec Inc.IOSP71.02K$5.78M
Applied Industrial Technologies, Inc.AIT70.72K$23.91M
Silicon Motion Technology CorporationSIMO66.03K$22.01M
Helmerich & Payne, Inc.HP64.09K$2.1M
Tower Semiconductor Ltd.TSEM60.95K$15.89M
ATI Inc.ATI58.28K$11.49M
Haverty Furniture Companies, Inc.HVT55.87K$1.43M
American Public Education, Inc.APEI51.79K$2.78M
FTAI Aviation Ltd.FTAI51.54K$13.94M
Plexus Corp.PLXS51.39K$15.45M
Avnet, Inc.AVT47.92K$4.26M
Huron Consulting Group Inc.HURN41.38K$3.73M
Onto Innovation Inc.ONTO38.64K$14.62M
TTM Technologies, Inc.TTMI34.4K$6.43M
FirstCash Holdings, IncFCFS33.3K$7.2M
Vishay Intertechnology, Inc.VSH32.96K$1.77M
Carpenter Technology CorporationCRS32.46K$20.03M
Jabil Inc.JBL30.3K$11.68M
LeMaitre Vascular, Inc.LMAT28.72K$2.76M