StockDriftsStockDriftsTop 50 Smith, Graham & Co., Investment Advisors, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KOP | KOPPERS HOLDINGS INC | 1.74% | 294.7K | $15.1M | -0.60%(-1.78K) | — | 2023-12-31 | |
| HIBB | HIBBETT INC | 1.74% | 209.4K | $15.1M | -5.06%(-11.15K) | — | 2023-12-31 | |
| DY | DYCOM INDS INC | 1.7% | 128.4K | $14.8M | -0.62%(-795) | — | 2023-12-31 | |
| GFF | GRIFFON CORP | 1.66% | 236.1K | $14.4M | -5.63%(-14.08K) | — | 2023-12-31 | |
| GPI | GROUP 1 AUTOMOTIVE INC | 1.57% | 44.7K | $13.6M | -13.01%(-6.69K) | — | 2023-12-31 | |
| LAD | LITHIA MTRS INC | 1.56% | 41.2K | $13.6M | -0.60%(-249) | — | 2023-12-31 | |
| SIGI | SELECTIVE INS GROUP INC | 1.42% | 124.0K | $12.3M | -0.60%(-744) | — | 2023-12-31 | |
| MDC | M D C HLDGS INC | 1.41% | 221.1K | $12.2M | -0.60%(-1.33K) | — | 2023-12-31 | |
| DECK | DECKERS OUTDOOR CORP | 1.4% | 18.2K | $12.1M | -32.88%(-8.90K) | — | 2023-12-31 | |
| SCSC | SCANSOURCE INC | 1.39% | 304.4K | $12.1M | -0.60%(-1.82K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Smith, Graham & Co., Investment Advisors, Lp reports $868.06K in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are KOP (1.7%), HIBB (1.7%) and DY (1.7%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Smith, Graham & Co., Investment Advisors, Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1470414). View Smith, Graham & Co., Investment Advisors, Lp’s 13F filings on SEC