EdgeMarket › What Global Alpha Capital Management Ltd. reported owning

What Global Alpha Capital Management Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.7B

Positions

54

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ORA
ORMAT TECHNOLOGIES, INC.
200.0M12.0%1.8M108.38+17.4%
SANM
SANMINA CORP
78.1M4.7%602.6K188.89+72.3%
UMBF
UMB FINANCIAL CORP
74.3M4.5%659.0K145.14+25.4%
GMED
GLOBUS MEDICAL INC
59.8M3.6%694.4K86.91+43.1%
DIOD
DIODES INC /DEL/
57.2M3.4%837.7K94.04+78.7%
RUSHA
RUSH ENTERPRISES INC \TX\
48.5M2.9%734.2K78.78+39.6%
GXO
GXO Logistics, Inc.
48.2M2.9%929.5K45.72-12.6%
AA
Alcoa Corp
45.7M2.8%689.2K51.85+76.8%
SII
SPROTT INC.
44.7M2.7%313.5K132.34+111.3%
RYN
RAYONIER INC
43.1M2.6%2.1M21.20-20.5%
BGSI
Boyd Group Services Inc.
41.6M2.5%325.6K88.25
EXP
EAGLE MATERIALS INC
41.0M2.5%216.2K207.03-8.5%
GPOR
GULFPORT ENERGY CORP
40.3M2.4%190.5K173.45+4.1%
ATNI
ATN International, Inc.
39.7M2.4%1.5M30.95+98.0%
LMNR
Limoneira CO
39.3M2.4%2.9M13.85-11.7%
ACIW
ACI WORLDWIDE, INC.
37.6M2.3%915.7K51.86+10.1%
RDNT
RadNet, Inc.
36.8M2.2%658.2K76.82+11.9%
DNOW
DNOW Inc.
35.8M2.2%3.0M15.68+4.8%
FSS
FEDERAL SIGNAL CORP /DE/
35.7M2.1%330.1K122.51-2.8%
EVR
Evercore Inc.
35.5M2.1%118.9K291.89-4.1%
COLD
AMERICOLD REALTY TRUST
35.4M2.1%3.1M15.25+4.7%
SAM
BOSTON BEER CO INC
34.0M2.0%147.5K185.95-14.8%
PRAA
PRA GROUP INC
33.9M2.0%1.9M19.58+20.6%
RLI
RLI CORP
33.6M2.0%588.5K65.38-3.7%
THRM
Gentherm Inc
33.1M2.0%1.2M40.47+15.1%
WTFC
WINTRUST FINANCIAL CORP
32.6M2.0%234.4K152.67+18.5%
CAE
CAE INC
31.5M1.9%1.2M24.91-7.0%
AWI
ARMSTRONG WORLD INDUSTRIES INC
28.7M1.7%174.2K178.54-7.9%
CVLT
COMMVAULT SYSTEMS INC
28.7M1.7%368.5K133.81-24.1%
SCI
SERVICE CORP INTERNATIONAL
28.7M1.7%347.6K83.29+2.9%
REZI
RESIDEO TECHNOLOGIES, INC.
27.9M1.7%826.9K20.27-36.8%
ANIP
ANI PHARMACEUTICALS INC
27.8M1.7%361.2K75.35-16.9%
BC
BRUNSWICK CORP
27.2M1.6%373.6K80.83+29.0%
CWST
CASELLA WASTE SYSTEMS INC
25.9M1.6%325.8K92.01-9.0%
DGII
DIGI INTERNATIONAL INC
23.1M1.4%478.8K74.91+124.3%
KWR
QUAKER CHEMICAL CORP
21.1M1.3%169.8K163.02+19.0%
WRD
WeRide Inc.
20.6M1.2%2.5M6.45-28.4%
GENI
Genius Sports Ltd
18.9M1.1%4.4M8.06-36.2%
CLNE
Clean Energy Fuels Corp.
17.7M1.1%7.1M1.62-33.3%
EEFT
EURONET WORLDWIDE, INC.
15.7M0.9%236.2K70.07-26.3%
ENS
EnerSys
5.1M0.3%29.2K189.76+94.4%
NXT
Nextpower Inc.
4.1M0.2%34.1K86.18+30.3%
BCPC
BALCHEM CORP
3.4M0.2%20.3K181.28+12.0%
VMI
VALMONT INDUSTRIES INC
3.3M0.2%8.4K485.83+33.4%
ONT
Onterris, Inc.
3.1M0.2%143.0K15.87-42.1%
ZWS
Zurn Elkay Water Solutions Corp
3.0M0.2%67.1K49.01+8.4%
AGM
FEDERAL AGRICULTURAL MORTGAGE CORP
2.5M0.2%16.8K220.84+12.7%
CVSA
Covista Inc.
2.3M0.1%19.5K132.35+1.4%
SEDG
SOLAREDGE TECHNOLOGIES, INC.
2.2M0.1%43.1K30.83-3.8%
VCEL
Vericel Corp
1.6M0.1%50.0K42.68+20.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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