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CIK 0000900169 • 6 13F filings • May 1, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APTARGROUP INC | COM | $11K | 2.5%Prev: 2.7% | 93,908 SH | Decreased-5,562 SH |
| ARROW ELECTRS INC | COM | $16K | 3.5%Prev: 3.7% | 145,231 SH | Decreased-8,415 SH |
| AZZ INC | COM | $12K | 2.6%Prev: 1.8% | 113,313 SH | Increased+30,609 SH |
| BERKLEY W R CORP | COM | $10K | 2.2%Prev: 2.3% | 144,862 SH | Decreased-8,307 SH |
| BROWN & BROWN INC | COM | $13K | 2.7%Prev: 1.8% | 157,113 SH | Increased+62,326 SH |
| C H ROBINSON WORLDWIDE INC | COM | $10K | 2.2%Prev: 2.2% | 62,839 SH | Decreased-20,311 SH |
| CASEYS GEN STORES INC | COM | $10K | 2.2%Prev: 2.2% | 18,405 SH | Decreased-794 SH |
| CASS INFORMATION SYS INC | COM | $15K | 3.3%Prev: 2.8% | 364,597 SH | Increased+13,524 SH |
| COMMERCE BANCSHARES INC | COM | $19K | 4.1%Prev: 2.8% | 357,936 SH | Increased+124,671 SH |
| DAVITA HEALTHCARE PARTNERS | COM | $10K | 2.2%Prev: 2.5% | 88,552 SH | Decreased-4,911 SH |
| DEVON ENERGY CORP NEW | COM | $11K | 2.4%Prev: 2.3% | 303,613 SH | Decreased-19,993 SH |
| EATON CORP PLC SHS | COM | $1K | 0.3%Prev: 0.3% | 3,775 SH | Decreased-151 SH |
| GENTEX CORP | COM | $15K | 3.3%Prev: 3.9% | 650,913 SH | Decreased-38,672 SH |
| HEXCEL CORP NEW | COM | $21K | 4.6%Prev: 4.1% | 284,905 SH | Increased-44,633 SH |
| IDEX CORP | COM | $15K | 3.3%Prev: 2.9% | 85,112 SH | Increased-4,317 SH |
| INSIGHT ENTERPRISES INC | COM | $509 | 0.1%Prev: 0.1% | 6,244 SH | Decreased |
| KEYSIGHT TECHNOLOGIES INC | COM | $11K | 2.3%Prev: 2.8% | 51,907 SH | Decreased-27,713 SH |
| LABORATORY CORP AMER HLDGS | COM | $11K | 2.5%Prev: 2.7% | 45,125 SH | Decreased-2,743 SH |
| LEGGETT & PLATT INC | COM | $298 | 0.1%Prev: 0.0% | 27,094 SH | Increased |
| M & T BANK CORP | COM | $15K | 3.2%Prev: 3.7% | 73,241 SH | Decreased-20,780 SH |
| MERCURY GEN CORP NEW | COM | $1K | 0.3%Prev: 0.2% | 14,586 SH | Increased |
| MGE ENERGY INC | COM | $15K | 3.3%Prev: 2.3% | 195,596 SH | Increased+60,037 SH |
| MOHAWK INDS INC | COM | $10K | 2.2%Prev: 2.5% | 92,052 SH | Decreased-5,225 SH |
| MSA SAFETY INC | COM | $15K | 3.2%Prev: 2.6% | 93,158 SH | Increased+17,858 SH |
| MUELLER WTR PRODS INC | COM | $11K | 2.4%Prev: 2.5% | 467,585 SH | Decreased-23,437 SH |
| NORTHERN TRUST CORP | COM | $9K | 1.9%Prev: 1.8% | 65,340 SH | Decreased-3,329 SH |
| O REILLY AUTOMOTIVE INC | COM | $14K | 2.9%Prev: 3.4% | 148,154 SH | Decreased-8,058 SH |
| PROGRESSIVE CORP OHIO | COM | $325 | 0.1%Prev: 0.1% | 1,426 SH | Decreased |
| REV GROUP INC | COM | $7K | 1.5%Prev: 1.4% | 114,016 SH | Increased-6,870 SH |
| RPM INTL INC | COM | $16K | 3.5%Prev: 3.9% | 157,660 SH | Decreased-9,213 SH |
| SCHEIN HENRY INC | COM | $466 | 0.1%Prev: 0.1% | 6,166 SH | Increased |
| SMUCKER J M CO | COM | $13K | 2.7%Prev: 3.6% | 129,299 SH | Decreased-34,949 SH |
| SONOCO PRODUCTS | COM | $14K | 3.1%Prev: 3.0% | 331,607 SH | Decreased-19,443 SH |
| STERIS PLC SHS USD | COM | $13K | 2.9%Prev: 2.7% | 52,065 SH | Decreased-2,912 SH |
| TELEFLEX INCORPORATED | COM | $10K | 2.2%Prev: 2.2% | 83,601 SH | Decreased-5,156 SH |
| TORO CO | COM | $15K | 3.4%Prev: 3.2% | 196,634 SH | Decreased-12,104 SH |
| TRACTOR SUPPLY CO | COM | $15K | 3.3%Prev: 2.9% | 307,359 SH | Increased+55,493 SH |
| WABTEC CORP | COM | $15K | 3.3%Prev: 3.1% | 72,387 SH | Increased-4,093 SH |
| WERNER ENTERPRISES INC | COM | $437 | 0.1%Prev: 0.1% | 14,563 SH | Increased |
| WHITE MOUNT INS GRP LTD | COM | $22K | 4.8%Prev: 3.8% | 10,672 SH | Increased-590 SH |
| WILLIAMS SONOMA INC | COM | $2K | 0.3%Prev: 0.3% | 8,888 SH | Decreased |
| ZIMMER HLDGS INC | COM | $14K | 3.0%Prev: 3.9% | 155,178 SH | Decreased-44,313 SH |
| 13F-HR |
| 0000900169-26-000003 |
| $467.7M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0000900169-25-000003 | $491K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0000900169-26-000002 | $439.0M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0000900169-25-000002 | $486K | View |