News + Filings Holdings
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DELPHI MANAGEMENT INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MICRON TECHNOLOGY INC
| MU | Common | 0 | -18,025 | 0 | -1,679,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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MKS INSTRUMENTS INC
| MKSI | Common | 0 | -9,492 | 0 | -1,653,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Ultra Clean Holdings, Inc.
| UCTT | Common | 0 | -27,533 | 0 | -1,579,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Seagate Technology Holdings plc
| STX | Stock | 0 | -13,787 | 0 | -1,558,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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LOUISIANA-PACIFIC CORP
| LPX | Common | 0 | -19,456 | 0 | -1,524,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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M/I HOMES, INC.
| MHO | Common | 0 | -24,383 | 0 | -1,516,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Himax Technologies, Inc.
| HIMX | COM | 0 | -93,674 | 0 | -1,498,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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ICHOR HOLDINGS, LTD.
| ICHR | Common | 0 | -31,154 | 0 | -1,434,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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CHARTER COMMUNICATIONS, INC. /MO/
| CHTR | COM | 0 | -2,185 | 0 | -1,425,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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PDC ENERGY, INC.
| PDCE | Common | 0 | -29,189 | 0 | -1,424,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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COHU INC
| COHU | Common | 0 | -35,876 | 0 | -1,367,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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FEDEX CORP
| FDX | Common | 0 | -5,214 | 0 | -1,349,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -21,549 | 0 | -1,344,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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COWEN INC.
| COWN | CL A NEW | 0 | -37,031 | 0 | -1,337,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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CIVITAS RESOURCES, INC.
| CIVI | Common | 0 | -26,461 | 0 | -1,296,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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MAGNA INTERNATIONAL INC
| MGA | CL A | 0 | -15,558 | 0 | -1,259,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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G III APPAREL GROUP LTD /DE/
| GIII | COM | 0 | -42,972 | 0 | -1,188,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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OWENS & MINOR INC/VA/
| OMI | Common | 0 | -26,762 | 0 | -1,164,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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PVH CORP. /DE/
| PVH | COM | 0 | -10,667 | 0 | -1,138,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Tri Pointe Homes, Inc.
| TPH | COM | 0 | -40,372 | 0 | -1,126,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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CLEVELAND-CLIFFS INC.
| CLF | Stock | 0 | -49,602 | 0 | -1,080,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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STEEL DYNAMICS INC
| STLD | Common | 0 | -17,338 | 0 | -1,076,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Walt Disney Co
| DIS | Common | 0 | -6,831 | 0 | -1,058,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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CELANESE AG
| CE | Common | 0 | -6,259 | 0 | -1,052,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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GRAY TELEVISION INC
| GTN | Common | 0 | -51,713 | 0 | -1,043,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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TEGNA INC
| TGNA | Common | 0 | -55,730 | 0 | -1,034,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Sensata Technologies Holding plc
| ST | COMMON STOCK | 0 | -16,476 | 0 | -1,016,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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ROCHE HOLDING LTD
| RHHBY | Common | 0 | -19,594 | 0 | -1,013,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Jefferies Financial Group Inc.
| JEF | Common | 0 | -24,712 | 0 | -959,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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OSHKOSH CORP
| OSK | Common | 0 | -8,350 | 0 | -941,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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KILROY REALTY CORP
| KRC | Common | 0 | -13,448 | 0 | -894,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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LyondellBasell Industries N.V.
| LYB | Common | 0 | -8,825 | 0 | -814,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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WEATHERFORD INTERNATIONAL LTD
| WFT | COM | 0 | -7,773 | 0 | -741,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Compass Diversified Holdings
| CODI | SH BEN INT | 0 | -23,199 | 0 | -709,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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CHECK POINT SOFTWARE TECHNOLOGIES LTD
| CHKP | Common | 0 | -5,365 | 0 | -625,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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