Global Alpha Capital Management Ltd. 13F Holdings · Q2 2026
Global Alpha Capital Management Ltd. reported 48 securities worth $1.67B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ORA (8.88%), UMBF (5.90%), SANM (4.49%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORA | ORMAT TECHNOLOGIES INC | $148.2M | 8.88% | 1.4M | Trimmed |
| 2 | UMBF | UMB FINL CORP | $98.6M | 5.90% | 690,325 | Added |
| 3 | SANM | SANMINA CORP | $75.0M | 4.49% | 296,337 | Trimmed |
| 4 | CVLT | COMMVAULT SYS INC | $70.1M | 4.20% | 494,473 | Added |
| 5 | GMED | GLOBUS MED INC | $67.7M | 4.06% | 856,616 | Added |
| 6 | COLD | AMERICOLD REALTY TRUST INC | $67.5M | 4.04% | 4.3M | Added |
| 7 | DIOD | DIODES INC | $63.4M | 3.80% | 578,999 | Trimmed |
| 8 | GXO | GXO LOGISTICS INCORPORATED | $53.1M | 3.18% | 1.0M | Added |
| 9 | RUSHA | RUSH ENTERPRISES INC | $49.8M | 2.98% | 682,458 | Trimmed |
| 10 | EXP | EAGLE MATLS INC | $48.3M | 2.90% | 214,813 | Trimmed |
| 11 | SAM | BOSTON BEER INC | $47.4M | 2.84% | 267,567 | Added |
| 12 | ANIP | ANI PHARMACEUTICALS INC | $46.2M | 2.77% | 558,003 | Added |
| 13 | RDNT | RADNET INC | $45.3M | 2.72% | 734,875 | Added |
| 14 | RYN | RAYONIER INC | $44.3M | 2.65% | 2.1M | Trimmed |
| 15 | FSS | FEDERAL SIGNAL CORP | $42.0M | 2.52% | 326,966 | Trimmed |
| 16 | RLI | RLI CORP | $41.4M | 2.48% | 700,675 | Added |
| 17 | THRM | GENTHERM INC | $40.5M | 2.43% | 1.2M | Trimmed |
| 18 | EVR | EVERCORE INC | $40.3M | 2.42% | 118,121 | Trimmed |
| 19 | ATNI | ATN INTL INC | $38.3M | 2.29% | 1.4M | Trimmed |
| 20 | LMNR | LIMONEIRA CO | $38.1M | 2.28% | 2.9M | Trimmed |
| 21 | DGII | DIGI INTL INC | $35.7M | 2.14% | 475,962 | Trimmed |
| 22 | SII | SPROTT INC | $35.6M | 2.14% | 315,583 | Added |
| 23 | KWR | QUAKER HOUGHTON | $34.3M | 2.06% | 216,161 | Added |
| 24 | SCI | SERVICE CORP INTL | $33.0M | 1.98% | 434,105 | Added |
| 25 | GPOR | GULFPORT ENERGY CORP | $32.2M | 1.93% | 189,819 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR