DENALI ADVISORS LLC

PrivateCIK: 1142941
Location

SAN DIEGO, CA

📋 What this filing means

DENALI ADVISORS LLC filed this quarterly 13F‑HR report disclosing 318 equity positions with a total reported market value of $993.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

318
Positions
$993.03M
Total AUM (reported)
19.68M
Total Shares

Allocation by class

TOTAL AUM$993.03M318 positions
COM$718.99M72.4%
CL A$65.63M6.6%
CAP STK CL C$37.45M3.8%
COMMON STOCK$20.98M2.1%
COM NEW$19.92M2.0%
SHS$14.08M1.4%
ORD$12.05M1.2%

Portfolio Concentration

Top 311.1%4–1010.5%11–2514.0%Rest64.4%TOP 1021.6%0%100%
Top 3$110.67M11.1%
4–10$104.05M10.5%
11–25$138.55M14.0%
Rest$639.76M64.4%

Top 3 weight

11.1%

Top 10 weight

21.6%

Voting Authority Distribution

Total shares with voting rights: 19.68M

Sole

Full voting authority

5.59M

shares

% of voting shares28.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

14.09M

shares

% of voting shares71.6%

Investment Discretion (by position count)

Sole318
Shared0
Other0
Dominant voting typeNone · 71.6% of voting shares
Institutional Holdings318
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares219.39K
TypeSH
Market value$43.90M
4.42%
Sole
111.48K
Shared
0.00
None
107.91K

ALPHABET INC

SOLE
CAP STK CL C
Shares105.99K
TypeSH
Market value$37.45M
3.77%
Sole
56.49K
Shared
0.00
None
49.50K

APPLE INC

SOLE
COM
Shares101.32K
TypeSH
Market value$29.32M
2.95%
Sole
58.25K
Shared
0.00
None
43.08K

MICROSOFT CORP

SOLE
COM
Shares57.37K
TypeSH
Market value$21.40M
2.15%
Sole
31.33K
Shared
0.00
None
26.04K

AMAZON COM INC

SOLE
COM
Shares68.89K
TypeSH
Market value$16.42M
1.65%
Sole
52.74K
Shared
0.00
None
16.15K

ELI LILLY & CO

SOLE
COM
Shares12.92K
TypeSH
Market value$15.49M
1.56%
Sole
7.76K
Shared
0.00
None
5.16K

BROADCOM INC

SOLE
COM
Shares40.97K
TypeSH
Market value$15.48M
1.56%
Sole
11.30K
Shared
0.00
None
29.67K

META PLATFORMS INC

SOLE
CL A
Shares22.70K
TypeSH
Market value$12.79M
1.29%
Sole
13.89K
Shared
0.00
None
8.81K

CATERPILLAR INC

SOLE
COM
Shares11.04K
TypeSH
Market value$11.75M
1.18%
Sole
7.79K
Shared
0.00
None
3.24K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares18.47K
TypeSH
Market value$10.73M
1.08%
Sole
10.91K
Shared
0.00
None
7.56K

FLEX LTD

SOLE
ORD
Shares66.15K
TypeSH
Market value$10.72M
1.08%
Sole
62.35K
Shared
0.00
None
3.79K

APPLIED MATLS INC

SOLE
COM
Shares14.65K
TypeSH
Market value$10.59M
1.07%
Sole
9K
Shared
0.00
None
5.65K

M/I HOMES INC

SOLE
COM
Shares61.45K
TypeSH
Market value$9.88M
0.99%
Sole
14.10K
Shared
0.00
None
47.34K

WALMART INC

SOLE
COM
Shares83.10K
TypeSH
Market value$9.41M
0.95%
Sole
54.26K
Shared
0.00
None
28.84K

CARDINAL HEALTH INC

SOLE
COM
Shares39.37K
TypeSH
Market value$9.35M
0.94%
Sole
33.31K
Shared
0.00
None
6.05K

TESLA INC

SOLE
COM
Shares22.03K
TypeSH
Market value$9.26M
0.93%
Sole
10.73K
Shared
0.00
None
11.29K

FORESTAR GROUP INC

SOLE
COM
Shares292.66K
TypeSH
Market value$9.26M
0.93%
Sole
67.30K
Shared
0.00
None
225.36K

ENTERPRISE FINL SVCS CORP

SOLE
COM
Shares135.10K
TypeSH
Market value$8.90M
0.90%
Sole
30.70K
Shared
0.00
None
104.40K

CONSENSUS CLOUD SOLUTIONS IN

SOLE
COM
Shares230.92K
TypeSH
Market value$8.81M
0.89%
Sole
53.40K
Shared
0.00
None
177.52K

WILLIS LEASE FIN CORP

SOLE
COM
Shares38.45K
TypeSH
Market value$8.80M
0.89%
Sole
9K
Shared
0.00
None
29.45K

MERCHANTS BANCORP IND

SOLE
COM
Shares174.58K
TypeSH
Market value$8.73M
0.88%
Sole
40K
Shared
0.00
None
134.58K

LAM RESEARCH CORP

SOLE
COM NEW
Shares20.14K
TypeSH
Market value$8.73M
0.88%
Sole
13.35K
Shared
0.00
None
6.79K

GREEN BRICK PARTNERS INC

SOLE
COM
Shares108.87K
TypeSH
Market value$8.71M
0.88%
Sole
25.30K
Shared
0.00
None
83.57K

CATHAY GEN BANCORP

SOLE
COM
Shares140.30K
TypeSH
Market value$8.70M
0.88%
Sole
33.20K
Shared
0.00
None
107.10K

MERCURY GENL CORP NEW

SOLE
COM
Shares81.53K
TypeSH
Market value$8.69M
0.88%
Sole
18.70K
Shared
0.00
None
62.84K
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