RCM
Rutabaga Capital Management Portfolio holdings
AUM
$115M
1-Year Return
11.85%
This Quarter Return
+4.96%
1 Year Return
-11.85%
3 Year Return
+57%
5 Year Return
+98.49%
10 Year Return
–
AUM
$617M
AUM Growth
-$178M
(-22%)
Cap. Flow
-$221M
Cap. Flow
% of AUM
-35.87%
Top 10 Holdings %
Top 10 Hldgs %
34.6%
Holding
70
New
8
Increased
11
Reduced
40
Closed
11
Top Buys
| 1 |
Manitowoc
MTW
|
$10.3M |
| 2 |
GHL
Greenhill & Co., Inc.
GHL
|
$9.86M |
| 3 |
Team
TISI
|
$7.87M |
| 4 |
TopBuild
BLD
|
$7.86M |
| 5 |
United States Lime & Minerals
USLM
|
$6.36M |
Top Sells
| 1 |
NATL
National Interstate Corporation
NATL
|
$23.5M |
| 2 |
BGG
Briggs & Stratton Corp.
BGG
|
$21.3M |
| 3 |
RNET
RigNet, Inc.
RNET
|
$21.1M |
| 4 |
Granite Construction
GVA
|
$17M |
| 5 |
Mistras Group
MG
|
$16.6M |
Sector Composition
| 1 | Industrials | 49.22% |
| 2 | Consumer Discretionary | 12.92% |
| 3 | Financials | 6.84% |
| 4 | Materials | 6.28% |
| 5 | Real Estate | 5.81% |
