QSV Equity Investors LLC

LOMBARD, IL · CIK 2011250 · 13F filing filed 2026-02-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLombard, IL

$67.6m reported value -30.9% vs Q3 2025

89positions

20.6%in top 10

5 new 1 added 80 reduced 8 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BANK OZK LITTLE ROCK ARK COM OZK	OZK	32,827	$1.5m2.23%	2.23%	Reduced -13.1k	-13,137 -28.6%
2	BRADY CORP CL A BRC	BRC	18,876	$1.5m2.19%	2.19%	Reduced -8.1k	-8,054 -29.9%
3	GLOBUS MED INC CL A GMED	GMED	16,832	$1.5m2.17%	2.17%	Reduced -7.4k	-7,420 -30.6%
4	ITURAN LOCATION AND CONTROL SHS ITRN	ITRN	33,810	$1.5m2.15%	2.15%	Reduced -15.3k	-15,347 -31.2%
5	CARETRUST REIT INC COM CTRE	CTRE	39,359	$1.4m2.10%	2.10%	Reduced -17.3k	-17,303 -30.5%
6	GLACIER BANCORP INC NEW COM GBCI	GBCI	31,587	$1.4m2.06%	2.06%	Reduced -12.9k	-12,941 -29.1%
7	PRIMERICA INC COM PRI	PRI	5,192	$1.3m1.98%	1.98%	Reduced -2.2k	-2,234 -30.1%
8	HANOVER INS GROUP INC COM THG	THG	7,209	$1.3m1.95%	1.95%	Reduced -3.6k	-3,553 -33.0%
9	FB FINL CORP COM FBK	FBK	23,395	$1.3m1.93%	1.93%	Reduced -10.6k	-10,552 -31.1%
10	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	29,405	$1.2m1.85%	1.85%	Reduced -13.9k	-13,949 -32.2%
11	MARKETAXESS HLDGS INC COM MKTX	MKTX	6,753	$1.2m1.81%	1.81%	New
12	LANDSTAR SYS INC COM LSTR	LSTR	8,376	$1.2m1.78%	1.78%	Reduced -3.3k	-3,274 -28.1%
13	DORMAN PRODS INC COM DORM	DORM	9,496	$1.2m1.73%	1.73%	Reduced -4.2k	-4,197 -30.6%
14	EVERCORE INC CLASS A EVR	EVR	3,401	$1.2m1.71%	1.71%	Reduced -1.7k	-1,693 -33.2%
15	WESBANCO INC COM WSBC	WSBC	34,246	$1.1m1.68%	1.68%	Reduced -17.3k	-17,268 -33.5%
16	HAEMONETICS CORP MASS COM HAE	HAE	14,034	$1.1m1.66%	1.66%	Reduced -6.8k	-6,756 -32.5%
17	POSTAL REALTY TRUST INC CL A PSTL	PSTL	69,253	$1.1m1.65%	1.65%	Reduced -33.9k	-33,855 -32.8%
18	GENTEX CORP COM GNTX	GNTX	46,797	$1.1m1.61%	1.61%	Reduced -18.0k	-18,012 -27.8%
19	GETTY RLTY CORP NEW COM GTY	GTY	39,250	$1.1m1.59%	1.59%	Reduced -17.4k	-17,431 -30.8%
20	INNOVIVA INC COM INVA	INVA	53,571	$1.1m1.58%	1.58%	Reduced -25.5k	-25,535 -32.3%
21	PROGRESS SOFTWARE CORP COM PRGS	PRGS	24,814	$1.1m1.58%	1.58%	Reduced -11.1k	-11,069 -30.9%
22	KULICKE & SOFFA INDS INC COM KLIC	KLIC	23,139	$1.1m1.56%	1.56%	Reduced -11.1k	-11,146 -32.5%
23	HANCOCK WHITNEY CORPORATION COM HWC	HWC	16,472	$1.0m1.55%	1.55%	Reduced -8.2k	-8,196 -33.2%
24	ICF INTL INC COM ICFI	ICFI	12,218	$1.0m1.54%	1.54%	Reduced -5.4k	-5,355 -30.5%
25	SEACOAST BKG CORP FLA COM NEW SBCF	SBCF	31,980	$1.0m1.49%	1.49%	Reduced -27.9k	-27,886 -46.6%
26	QUAKER HOUGHTON COM KWR	KWR	7,115	$977.0k1.44%	1.44%	Reduced -3.5k	-3,513 -33.0%
27	CHEMED CORP NEW COM CHE	CHE	2,192	$937.9k1.39%	1.39%	Reduced -842	-842 -27.8%
28	NATIONAL STORAGE AFFILIATES COM SHS BEN IN NSA	NSA	32,695	$922.3k1.36%	1.36%	Reduced -15.0k	-14,953 -31.4%
29	SPS COMM INC COM SPSC	SPSC	10,300	$918.0k1.36%	1.36%	New
30	CACTUS INC CL A WHD	WHD	19,905	$909.3k1.34%	1.34%	Reduced -9.8k	-9,782 -33.0%
31	ABM INDS INC COM ABM	ABM	21,252	$899.0k1.33%	1.33%	Reduced -9.5k	-9,473 -30.8%
32	LIBERTY ENERGY INC COM CL A LBRT	LBRT	48,552	$896.3k1.33%	1.33%	Reduced -45.9k	-45,893 -48.6%
33	HORIZON BANCORP INC COM HBNC	HBNC	52,708	$893.9k1.32%	1.32%	Reduced -26.1k	-26,052 -33.1%
34	ESAB CORPORATION COM ESAB	ESAB	7,930	$885.9k1.31%	1.31%	Reduced -3.7k	-3,725 -32.0%
35	TENNANT CO COM TNC	TNC	11,883	$875.8k1.30%	1.30%	Reduced -1.8k	-1,763 -12.9%
36	ALAMO GROUP INC COM ALG	ALG	5,156	$865.5k1.28%	1.28%	Reduced -2.5k	-2,537 -33.0%
37	BRUKER CORP COM BRKR	BRKR	18,063	$850.9k1.26%	1.26%	Reduced -4.1k	-4,080 -18.4%
38	TRINET GROUP INC COM TNET	TNET	14,388	$850.8k1.26%	1.26%	New
39	ADVANCED ENERGY INDS COM AEIS	AEIS	4,027	$843.1k1.25%	1.25%	Reduced -5.4k	-5,436 -57.4%
40	CATALYST PHARMACEUTICALS INC COM CPRX	CPRX	36,010	$840.5k1.24%	1.24%	Reduced -17.5k	-17,476 -32.7%
41	EVERTEC INC COM EVTC	EVTC	28,538	$830.2k1.23%	1.23%	Reduced -13.3k	-13,331 -31.8%
42	COHEN & STEERS INC COM CNS	CNS	13,074	$820.8k1.21%	1.21%	Reduced -1.7k	-1,669 -11.3%
43	INNOSPEC INC COM IOSP	IOSP	10,694	$818.5k1.21%	1.21%	Reduced -1.5k	-1,471 -12.1%
44	ADDUS HOMECARE CORP COM ADUS	ADUS	7,396	$794.3k1.17%	1.17%	Reduced -3.7k	-3,699 -33.3%
45	NEXPOINT RESIDENTIAL TR INC COM NXRT	NXRT	26,165	$787.6k1.16%	1.16%	Reduced -11.9k	-11,875 -31.2%
46	FIRST AMERN FINL CORP COM FAF	FAF	12,734	$782.4k1.16%	1.16%	Reduced -6.3k	-6,303 -33.1%
47	A10 NETWORKS INC COM ATEN	ATEN	43,965	$777.7k1.15%	1.15%	Reduced -21.5k	-21,514 -32.9%
48	U S PHYSICAL THERAPY COM USPH	USPH	9,808	$765.9k1.13%	1.13%	Reduced -5.0k	-4,977 -33.7%
49	UFP INDUSTRIES INC COM UFPI	UFPI	8,348	$760.1k1.12%	1.12%	Reduced -4.1k	-4,069 -32.8%
50	POWER INTEGRATIONS INC COM POWI	POWI	21,300	$757.0k1.12%	1.12%	Reduced -1.1k	-1,119 -5.0%
51	WALKER & DUNLOP INC COM WD	WD	12,453	$749.0k1.11%	1.11%	Reduced -7.6k	-7,575 -37.8%
52	ASTRANA HEALTH INC COM NEW ASTH	ASTH	29,786	$739.0k1.09%	1.09%	Reduced -9.7k	-9,672 -24.5%
53	WD 40 CO COM WDFC	WDFC	3,731	$734.6k1.09%	1.09%	Reduced -1.8k	-1,843 -33.1%
54	ZIFF DAVIS INC COM ZD	ZD	20,770	$730.1k1.08%	1.08%	Reduced -10.7k	-10,664 -33.9%
55	AMER STATES WTR CO COM AWR	AWR	10,039	$727.6k1.08%	1.08%	Reduced -4.9k	-4,932 -32.9%
56	CABOT CORP COM CBT	CBT	10,831	$717.9k1.06%	1.06%	Reduced -5.2k	-5,188 -32.4%
57	KADANT INC COM KAI	KAI	2,441	$695.7k1.03%	1.03%	Reduced -1.2k	-1,198 -32.9%
58	CITIZENS & NORTHN CORP COM CZNC	CZNC	34,140	$688.6k1.02%	1.02%	Reduced -16.8k	-16,793 -33.0%
59	COGNEX CORP COM CGNX	CGNX	18,944	$681.6k1.01%	1.01%	Reduced -9.6k	-9,602 -33.6%
60	REYNOLDS CONSUMER PRODS INC COM REYN	REYN	27,745	$635.9k0.94%	0.94%	Reduced -13.5k	-13,466 -32.7%
61	CRANE NXT CO COM CXT	CXT	13,244	$623.4k0.92%	0.92%	Reduced -157	-157 -1.2%
62	RLI CORP COM RLI	RLI	8,739	$559.1k0.83%	0.83%	Reduced -4.2k	-4,235 -32.6%
63	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	4,950	$512.6k0.76%	0.76%	Unchanged
64	LABCORP HOLDINGS INC COM SHS LH	LH	1,580	$396.4k0.59%	0.59%	Reduced -68	-68 -4.1%
65	ROLLINS INC COM ROL	ROL	6,505	$390.4k0.58%	0.58%	Reduced -290	-290 -4.3%
66	JONES LANG LASALLE INC COM JLL	JLL	1,086	$365.4k0.54%	0.54%	Reduced -48	-48 -4.2%
67	OTIS WORLDWIDE CORP COM OTIS	OTIS	4,129	$360.7k0.53%	0.53%	Reduced -178	-178 -4.1%
68	SYNOVUS FINL CORP COM NEW COM NEW		6,794	$340.0k0.50%	0.50%	Reduced -304	-304 -4.3%
69	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	5,228	$316.9k0.47%	0.47%	Reduced -244	-244 -4.5%
70	HALLIBURTON CO COM HAL	HAL	11,124	$314.4k0.46%	0.46%	Reduced -563	-563 -4.8%
71	FACTSET RESH SYS INC COM FDS	FDS	1,011	$293.4k0.43%	0.43%	Added +131	+131 14.9%
72	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	1,283	$286.3k0.42%	0.42%	Reduced -56	-56 -4.2%
73	HENRY JACK & ASSOC INC COM JKHY	JKHY	1,561	$284.9k0.42%	0.42%	Reduced -81	-81 -4.9%
74	PAYCOM SOFTWARE INC COM PAYC	PAYC	1,781	$283.8k0.42%	0.42%	Reduced -81	-81 -4.3%
75	WEST PHARMACEUTICAL SVSC INC COM WST	WST	1,018	$280.1k0.41%	0.41%	Reduced -49	-49 -4.6%
76	EASTGROUP PPTYS INC COM EGP	EGP	1,555	$277.0k0.41%	0.41%	Reduced -72	-72 -4.4%
77	COPART INC COM CPRT	CPRT	6,758	$264.6k0.39%	0.39%	New
78	CORPAY INC COM SHS CPAY	CPAY	843	$253.6k0.38%	0.38%	Reduced -42	-42 -4.8%
79	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	2,949	$248.8k0.37%	0.37%	Reduced -140	-140 -4.5%
80	ICON PLC SHS ICLR	ICLR	1,361	$248.0k0.37%	0.37%	Reduced -70	-70 -4.9%
81	CF INDS HLDGS INC COM CF	CF	3,192	$246.9k0.37%	0.37%	Reduced -153	-153 -4.6%
82	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	1,009	$245.0k0.36%	0.36%	Reduced -46	-46 -4.4%
83	CHURCH & DWIGHT CO INC COM CHD	CHD	2,849	$238.9k0.35%	0.35%	New
84	TYLER TECHNOLOGIES INC COM TYL	TYL	518	$235.1k0.35%	0.35%	Reduced -23	-23 -4.2%
85	NASDAQ INC COM NDAQ	NDAQ	2,385	$231.7k0.34%	0.34%	Reduced -29	-29 -1.2%
86	AMDOCS LTD SHS DOX	DOX	2,849	$229.4k0.34%	0.34%	Reduced -130	-130 -4.4%
87	MSA SAFETY INC COM MSA	MSA	1,412	$226.1k0.33%	0.33%	Reduced -79	-79 -5.3%
88	NUVEEN FLOATING RATE INCOME COM JFR	JFR	13,184	$103.2k0.15%	0.15%	Unchanged
89	WESTERN ASSET GBL HIGH INC F COM EHI	EHI	11,744	$75.3k0.11%	0.11%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
CSG SYS INTL INC		33,114	$2.1m33.1k shares
LXP INDUSTRIAL TRUST LXP	LXP	173,464	$1.6m173.5k shares
AUDIOCODES LTD AUDC	AUDC	135,187	$1.3m135.2k shares
MGP INGREDIENTS INC NEW MGPI	MGPI	31,766	$768.4k31.8k shares
VESTIS CORPORATION VSTS	VSTS	113,646	$514.8k113.6k shares
ALEXANDRIA REAL ESTATE EQ IN ARE	ARE	3,385	$282.1k3.4k shares
CAMPBELL SOUP CO CPB	CPB	7,355	$232.2k7.4k shares
LINCOLN ELEC HLDGS INC LECO	LECO	861	$203.1k861 shares