StockDriftsStockDriftsTop 50 Tributary Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESE | ESCO TECHNOLOGIES INC | 2.47% | 101.9K | $27.0M | -1.88%(-1.95K) | $112.35(+112.80%) | 2026-09-30 | |
| SBCF | SEACOAST BKG CORP FLA | 2.22% | 762.0K | $24.3M | -4.73%(-37.82K) | $29.35(+11.95%) | 2026-09-30 | |
| COHU | COHU INC | 2% | 321.7K | $21.9M | -37.50%(-193.04K) | $28.60(+86.24%) | 2026-09-30 | |
| DIOD | DIODES INC | 1.97% | 222.7K | $21.6M | -32.15%(-105.54K) | $70.92(+25.20%) | 2026-09-30 | |
| ADUS | ADDUS HOMECARE CORP | 1.95% | 192.8K | $21.3M | +10.38%(+18.12K) | $94.42(+29.37%) | 2026-09-30 | |
| MMI | MARCUS & MILLICHAP INC | 1.85% | 710.1K | $20.2M | -4.13%(-30.58K) | $32.00(-14.04%) | 2026-09-30 | |
| EXLS | EXLSERVICE HLDGS INC | 1.83% | 583.1K | $20.0M | +9.98%(+52.92K) | $57.88(-30.60%) | 2026-09-30 | |
| CPK | CHESAPEAKE UTILS CORP | 1.78% | 151.2K | $19.4M | +27.40%(+32.53K) | $108.00(+23.80%) | 2026-09-30 | |
| SIGI | SELECTIVE INS GROUP INC | 1.77% | 231.5K | $19.3M | -4.87%(-11.85K) | $57.85(+69.41%) | 2026-09-30 | |
| IDA | IDACORP INC | 1.74% | 146.0K | $19.1M | -5.26%(-8.10K) | $85.89(+62.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.51% | +54.10% | +11.10% | +69.28% |
| Top 20 Holdings Unweighted | +16.03% | +56.23% | +11.27% | +70.56% |
Tributary Capital Management LLC reports $1.09B in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are ESE (2.5%), SBCF (2.2%) and COHU (2.0%). The top 20 holdings account for 35.12% of reported assets. Its disclosed equity book has returned +54.10% on a three-year cumulative basis. Figures reflect the Q3 2026 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 Tributary Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1441888). View Tributary Capital Management LLC’s 13F filings on SEC