TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+9.49%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$782M
AUM Growth
+$782M
(+5.8%)
Cap. Flow
-$4.56M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
25.12%
Holding
97
New
10
Increased
43
Reduced
34
Closed
10
Top Buys
| 1 |
HEES
H&E Equipment Services
HEES
|
$12.1M |
| 2 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$10.7M |
| 3 |
Kontoor Brands
KTB
|
$9.13M |
| 4 |
LHCG
LHC Group LLC
LHCG
|
$7.29M |
| 5 |
Lindblad Expeditions
LIND
|
$6.58M |
Top Sells
| 1 |
Commault Systems
CVLT
|
$10.9M |
| 2 |
Icon
ICLR
|
$8.35M |
| 3 |
Casella Waste Systems
CWST
|
$7.89M |
| 4 |
SiTime
SITM
|
$7.74M |
| 5 |
NeoGenomics
NEO
|
$7.7M |
Sector Composition
| 1 | Technology | 32.37% |
| 2 | Industrials | 21.74% |
| 3 | Consumer Discretionary | 17.88% |
| 4 | Healthcare | 15.42% |
| 5 | Financials | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
WillScot Mobile Mini Holdings
WSC
$4.41B
| $25.7M | 3.29% | 629,213 +28,722 | +5% | +$1.17M |
|
2
ASGN Inc
ASGN
$2.38B
| $21.7M | 2.77% | 175,478 +826 | +0.5% | +$102K |
|
3
Onto Innovation
ONTO
$5.19B
| $21M | 2.69% | 207,498 -16,726 | -7% | -$1.69M |
|
4
Champion Homes, Inc.
SKY
$4.26B
| $20.1M | 2.57% | 254,337 +2,234 | +0.9% | +$176K |
|
5
Cavco Industries
CVCO
$4.2B
| $19.9M | 2.55% | 62,624 +567 | +0.9% | +$180K |
|
6
Planet Fitness
PLNT
$8.79B
| $18.9M | 2.41% | 208,213 +46,331 | +29% | +$4.2M |
|
|
7
Icon
ICLR
$13.8B
| $18.8M | 2.41% | 60,837 -26,957 | -31% | -$8.35M |
|
|
FOCS
8
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $17.2M | 2.2% | 287,839 +60,253 | +26% | +$3.6M |
|
9
Fabrinet
FN
$11.8B
| $16.6M | 2.12% | 140,179 +49,495 | +55% | +$5.86M |
|
10
Genpact
G
$7.9B
| $16.5M | 2.11% | 310,578 +98,745 | +47% | +$5.24M |
|
11
Rapid7
RPD
$1.34B
| $16.1M | 2.06% | 136,844 +1,196 | +0.9% | +$141K |
|
12
Tower Semiconductor
TSEM
$6.58B
| $15.8M | 2.02% | 397,740 +39,223 | +11% | +$1.56M |
|
13
Littelfuse
LFUS
$6.44B
| $15.7M | 2.01% | 49,821 +13,980 | +39% | +$4.4M |
|
14
TFI International
TFII
$7.87B
| $15.2M | 1.94% | 135,143 +30,829 | +30% | +$3.46M |
|
15
Chart Industries
GTLS
$8.96B
| $14.4M | 1.85% | 90,465 +22,708 | +34% | +$3.62M |
|
16
Western Alliance Bancorporation
WAL
$9.88B
| $14.4M | 1.84% | 133,512 -50,843 | -28% | -$5.47M |
|
|
SHYF
17
DELISTED
The Shyft Group
SHYF
| $13.6M | 1.73% | 275,979 +1,887 | +0.7% | +$92.7K |
|
18
Clean Harbors
CLH
$13B
| $13.3M | 1.7% | 133,267 +1,303 | +1% | +$130K |
|
19
Cohu
COHU
$929M
| $12.7M | 1.63% | 334,607 +166,536 | +99% | +$6.34M |
|
20
EXL Service
EXLS
$7.07B
| $12.6M | 1.61% | 86,709 +573 | +0.7% | +$83K |
|
21
Columbus McKinnon
CMCO
$430M
| $12.3M | 1.57% | 265,663 +30,540 | +13% | +$1.41M |
|
22
Viavi Solutions
VIAV
$2.52B
| $12.2M | 1.57% | 694,849 +4,635 | +0.7% | +$81.7K |
|
|
LHCG
23
DELISTED
LHC Group LLC
LHCG
| $12.2M | 1.56% | 89,037 +53,143 | +148% | +$7.29M |
|
|
GOOS
24
Canada Goose Holdings
GOOS
$1.26B
| $12.1M | 1.55% | 327,355 +70,987 | +28% | +$2.63M |
|
25
CACI
CACI
$10.6B
| $12.1M | 1.55% | 45,049 +14,953 | +50% | +$4.03M |
|