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SG Capital Management LLC

All holdings · as of Jun 30, 2026

76 positions

CompanyClassValueShares% of portfolio
ZEBRA TECHNOLOGIES CORP—$56.10M213,0855.1%
ESAB Corp—$44.79M454,1064.1%
SILGAN HOLDINGS INC—$44.24M953,7534.0%
GXO Logistics, Inc.—$44.06M869,0534.0%
VSE CORP—$41.85M183,1423.8%
MSC Industrial Direct Co., Inc.—$40.89M343,7933.7%
APi Group Corp—$31.49M743,6732.9%
NEOGEN CORP—$29.84M3,319,1452.7%
SEMTECH CORP—$28.49M176,0042.6%
ARMSTRONG WORLD INDUSTRIES INC—$26.61M165,8622.4%
Compass Diversified Holdings—$26.16M2,453,6392.4%
LOUISIANA-PACIFIC CORP—$25.88M328,9552.3%
Vericel Corp—$25.42M571,2522.3%
INTERFACE INC—$25.41M708,9372.3%
Applied Industrial Technologies Inc—$23.91M70,7182.2%
CLEAN HARBORS INC—$22.49M75,2702.0%
Adtalem Global Education Inc—$22.24M178,3962.0%
Silicon Motion Technology CORPSIMOADR$22.01M66,0272.0%
MUELLER INDUSTRIES INC—$20.94M170,3811.9%
CARPENTER TECHNOLOGY CORP—$20.03M32,4641.8%
Select Water Solutions, Inc.—$19.59M980,3171.8%
Crane NXT, Co.—$18.55M362,5181.7%
GIBRALTAR INDUSTRIES, INC.—$17.56M389,4101.6%
ACV Auctions Inc.—$17.22M2,394,5721.6%
CASELLA WASTE SYSTEMS INC—$17.02M175,5431.5%
MERIT MEDICAL SYSTEMS INC—$16.88M243,5041.5%
TOWER SEMICONDUCTOR LTD—$15.89M60,9521.4%
ExlService Holdings Inc—$15.52M600,0001.4%
PLEXUS CORP—$15.45M51,3941.4%
GRACO INC—$14.94M197,5351.4%
ONTO INNOVATION INC.—$14.62M38,6431.3%
BRADY CORP—$14.41M157,3281.3%
FTAI Aviation Ltd—$13.94M51,5391.3%
ICHOR HOLDINGS, LTD.—$12.33M109,7821.1%
FLEX LTD.—$11.90M73,4341.1%
JABIL INC—$11.68M30,2961.1%
ATI Inc—$11.49M58,2791.0%
Ralliant Corp—$10.68M145,0001.0%
COHU INC—$10.42M140,9570.9%
BENCHMARK ELECTRONICS INC—$9.61M97,4150.9%
KULICKE & SOFFA INDUSTRIES INC—$9.50M71,0260.9%
MCGRATH RENTCORP—$9.27M76,5550.8%
HNI CORP—$9.01M222,8820.8%
BEL FUSE INC.—$8.95M26,8750.8%
Watsco, Inc.—$8.87M21,2930.8%
CAVCO INDUSTRIES, INC.—$8.54M13,9030.8%
OPENLANE Inc—$8.54M207,0810.8%
REVVITY, INC.—$8.12M73,0130.7%
MINERALS TECHNOLOGIES INC—$8.09M109,3890.7%
ASTRONICS CORP—$7.24M89,1510.7%
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