Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Walthausen & Co., LLC (CIK 1483339) reported $119.8M across 95 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: BOWL ($2.1M, 1.74%), BECN ($1.9M, 1.60%), KEX ($1.9M, 1.57%), HCCI ($1.8M, 1.53%), CHCO ($1.8M, 1.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOWL | Bowlero Corp | $2.1M | 1.74% | 169,330 | Trimmed |
| 2 | BECN | Beacon Roofing Supply Inc | $1.9M | 1.60% | 34,950 | Trimmed |
| 3 | KEX | Kirby Corporation | $1.9M | 1.57% | 31,000 | Trimmed |
| 4 | HCCI | Heritage Crystal Clean Inc | $1.8M | 1.53% | 62,204 | Trimmed |
| 5 | CHCO | City Holding Company | $1.8M | 1.53% | 20,738 | Trimmed |
| 6 | CHK | Chesapeake Energy Corp | $1.8M | 1.52% | 19,360 | Trimmed |
| 7 | R | Ryder System Inc | $1.8M | 1.50% | 23,750 | Trimmed |
| 8 | CMC | Commercial Metals Co | $1.8M | 1.49% | 50,270 | Trimmed |
| 9 | AJRD | Aerojet Rocketdyne Holdings In | $1.8M | 1.47% | 44,040 | Trimmed |
| 10 | MGRC | McGrath Rentcorp | $1.7M | 1.45% | 20,732 | Trimmed |
| 11 | WSBC | Wesbanco Inc | $1.7M | 1.41% | 50,780 | Trimmed |
| 12 | TITN | Titan Machinery Inc | $1.7M | 1.40% | 59,443 | Trimmed |
| 13 | HUBG | Hub Group Inc | $1.7M | 1.39% | 24,100 | Trimmed |
| 14 | GPOR | Gulfport Energy Corp | $1.7M | 1.39% | 18,925 | Trimmed |
| 15 | NBTB | NBT Bancorp Inc | $1.6M | 1.37% | 43,322 | Trimmed |
| 16 | INDB | Independent Bank Corp | $1.6M | 1.36% | 21,860 | Trimmed |
| 17 | WSFS | WSFS Financial Corp | $1.6M | 1.35% | 34,913 | Trimmed |
| 18 | HWC | Hancock Whitney Corporation | $1.6M | 1.35% | 35,300 | Trimmed |
| 19 | FIX | Comfort Systems USA Inc | $1.6M | 1.34% | 16,487 | Trimmed |
| 20 | AAON | AAON Inc | $1.6M | 1.33% | 29,510 | Added |
| 21 | EME | EMCOR Group Inc | $1.6M | 1.32% | 13,678 | Trimmed |
| 22 | EBC | Eastern Bankshares Inc | $1.6M | 1.31% | 80,140 | Trimmed |
| 23 | PNFP | Pinnacle Financial Partners In | $1.6M | 1.31% | 19,310 | New |
| 24 | SEB | Seaboard Corp | $1.6M | 1.30% | 456 | Trimmed |
| 25 | TCBK | Trico Bancshares | $1.5M | 1.28% | 34,380 | Trimmed |
Source: SEC Form 13F filings · as of 2022-09-30