Filed: 8/7/2025ACC: 0001584691-25-000010
📋 What this filing means
GLOBAL ALPHA CAPITAL MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$1.60B
Total AUM (reported)
50.36M
Total Shares
Allocation by class
COM$1.18B73.8%
CL A$188.21M11.7%
COMMON STOCK$56.72M3.5%
CLASS A$44.10M2.7%
SHARES CL A$43.55M2.7%
COM NEW$39.29M2.4%
COMMON SHARES$32.82M2.0%
Portfolio Concentration
Top 3$326.52M20.4%
4–10$397.41M24.8%
11–25$589.13M36.7%
Rest$290.95M18.1%
Top 3 weight
20.4%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 50.36M
Sole
Full voting authority
48.36M
shares
% of voting shares96.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.01M
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings56
Rows:
ORMAT TECHNOLOGIES INC
SOLEShares2.09M
TypeSH
Market value$173.73M
10.83%
Sole
1.95M
Shared
0.00
None
142.29K
SANMINA CORPORATION
SOLEShares868.89K
TypeSH
Market value$85.00M
5.30%
Sole
833.16K
Shared
0.00
None
35.73K
UMB FINL CORP
SOLEShares644.64K
TypeSH
Market value$67.79M
4.23%
Sole
619.97K
Shared
0.00
None
24.68K
GLOBUS MED INC
SOLEShares1.06M
TypeSH
Market value$62.27M
3.88%
Sole
1.01M
Shared
0.00
None
42.91K
CASELLA WASTE SYS INC
SOLEShares526.57K
TypeSH
Market value$60.76M
3.79%
Sole
506.30K
Shared
0.00
None
20.27K
FEDERAL SIGNAL CORP
SOLEShares562.81K
TypeSH
Market value$59.89M
3.73%
Sole
539.90K
Shared
0.00
None
22.91K
GXO LOGISTICS INCORPORATED
SOLEShares1.16M
TypeSH
Market value$56.72M
3.54%
Sole
1.12M
Shared
0.00
None
47.28K
ANI PHARMACEUTICALS INC
SOLEShares862.09K
TypeSH
Market value$56.25M
3.51%
Sole
826.34K
Shared
0.00
None
35.75K
CURTISS WRIGHT CORP
SOLEShares103.90K
TypeSH
Market value$50.76M
3.16%
Sole
99.66K
Shared
0.00
None
4.24K
LIMONEIRA CO
SOLEShares3.24M
TypeSH
Market value$50.76M
3.16%
Sole
3.12M
Shared
0.00
None
126.66K
VERINT SYS INC
SOLEShares2.47M
TypeSH
Market value$48.56M
3.03%
Sole
2.37M
Shared
0.00
None
98.51K
DIODES INC
SOLEShares846.07K
TypeSH
Market value$44.75M
2.79%
Sole
811.75K
Shared
0.00
None
34.32K
EVERCORE INC
SOLEShares163.34K
TypeSH
Market value$44.10M
2.75%
Sole
156.75K
Shared
0.00
None
6.58K
GENIUS SPORTS LIMITED
SOLEShares4.20M
TypeSH
Market value$43.55M
2.72%
Sole
4.02M
Shared
0.00
None
171K
RUSH ENTERPRISES INC
SOLEShares843.89K
TypeSH
Market value$43.47M
2.71%
Sole
808.91K
Shared
0.00
None
34.98K
ACI WORLDWIDE INC
SOLEShares939.77K
TypeSH
Market value$43.14M
2.69%
Sole
899.73K
Shared
0.00
None
40.04K
RLI CORP
SOLEShares546.89K
TypeSH
Market value$39.50M
2.46%
Sole
524.43K
Shared
0.00
None
22.46K
SPROTT INC
SOLEShares552.11K
TypeSH
Market value$38.19M
2.38%
Sole
529.19K
Shared
0.00
None
22.91K
WINTRUST FINL CORP
SOLEShares307.31K
TypeSH
Market value$38.10M
2.38%
Sole
294.67K
Shared
0.00
None
12.64K
RAYONIER INC
SOLEShares1.70M
TypeSH
Market value$37.71M
2.35%
Sole
1.63M
Shared
0.00
None
69.69K
FARMLAND PARTNERS INC
SOLEShares3.21M
TypeSH
Market value$36.99M
2.31%
Sole
3.08M
Shared
0.00
None
132.25K
RADNET INC
SOLEShares627.56K
TypeSH
Market value$35.71M
2.23%
Sole
603.65K
Shared
0.00
None
23.91K
GULFPORT ENERGY CORP
SOLEShares163.16K
TypeSH
Market value$32.82M
2.05%
Sole
156.50K
Shared
0.00
None
6.67K
GENTHERM INC
SOLEShares1.11M
TypeSH
Market value$31.38M
1.96%
Sole
1.06M
Shared
0.00
None
45.89K
PRA GROUP INC
SOLEShares2.11M
TypeSH
Market value$31.15M
1.94%
Sole
2.03M
Shared
0.00
None
86.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ORMAT TECHNOLOGIES INCSOLE | COM | 2.09M | SH | $173.73M 10.83% | 1.95M | 0.00 | 142.29K |
SANMINA CORPORATIONSOLE | COM | 868.89K | SH | $85.00M 5.30% | 833.16K | 0.00 | 35.73K |
UMB FINL CORPSOLE | COM | 644.64K | SH | $67.79M 4.23% | 619.97K | 0.00 | 24.68K |
GLOBUS MED INCSOLE | CL A | 1.06M | SH | $62.27M 3.88% | 1.01M | 0.00 | 42.91K |
CASELLA WASTE SYS INCSOLE | CL A | 526.57K | SH | $60.76M 3.79% | 506.30K | 0.00 | 20.27K |
FEDERAL SIGNAL CORPSOLE | COM | 562.81K | SH | $59.89M 3.73% | 539.90K | 0.00 | 22.91K |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 1.16M | SH | $56.72M 3.54% | 1.12M | 0.00 | 47.28K |
ANI PHARMACEUTICALS INCSOLE | COM | 862.09K | SH | $56.25M 3.51% | 826.34K | 0.00 | 35.75K |
CURTISS WRIGHT CORPSOLE | COM | 103.90K | SH | $50.76M 3.16% | 99.66K | 0.00 | 4.24K |
LIMONEIRA COSOLE | COM | 3.24M | SH | $50.76M 3.16% | 3.12M | 0.00 | 126.66K |
VERINT SYS INCSOLE | COM | 2.47M | SH | $48.56M 3.03% | 2.37M | 0.00 | 98.51K |
DIODES INCSOLE | COM | 846.07K | SH | $44.75M 2.79% | 811.75K | 0.00 | 34.32K |
EVERCORE INCSOLE | CLASS A | 163.34K | SH | $44.10M 2.75% | 156.75K | 0.00 | 6.58K |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 4.20M | SH | $43.55M 2.72% | 4.02M | 0.00 | 171K |
RUSH ENTERPRISES INCSOLE | CL A | 843.89K | SH | $43.47M 2.71% | 808.91K | 0.00 | 34.98K |
ACI WORLDWIDE INCSOLE | COM | 939.77K | SH | $43.14M 2.69% | 899.73K | 0.00 | 40.04K |
RLI CORPSOLE | COM | 546.89K | SH | $39.50M 2.46% | 524.43K | 0.00 | 22.46K |
SPROTT INCSOLE | COM NEW | 552.11K | SH | $38.19M 2.38% | 529.19K | 0.00 | 22.91K |
WINTRUST FINL CORPSOLE | COM | 307.31K | SH | $38.10M 2.38% | 294.67K | 0.00 | 12.64K |
RAYONIER INCSOLE | COM | 1.70M | SH | $37.71M 2.35% | 1.63M | 0.00 | 69.69K |
FARMLAND PARTNERS INCSOLE | COM | 3.21M | SH | $36.99M 2.31% | 3.08M | 0.00 | 132.25K |
RADNET INCSOLE | COM | 627.56K | SH | $35.71M 2.23% | 603.65K | 0.00 | 23.91K |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 163.16K | SH | $32.82M 2.05% | 156.50K | 0.00 | 6.67K |
GENTHERM INCSOLE | COM | 1.11M | SH | $31.38M 1.96% | 1.06M | 0.00 | 45.89K |
PRA GROUP INCSOLE | COM | 2.11M | SH | $31.15M 1.94% | 2.03M | 0.00 | 86.02K |
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