$324 Million is the total value of BROADVIEW ADVISORS LLC's 71 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHFC | Buy | CHEMICAL FINL CORP | $9,786,000 | +36.0% | 238,037 | +36.1% | 3.02% | +54.2% |
| EHC | Buy | ENCOMPASS HEALTH CORP | $9,636,000 | +28.4% | 152,082 | +18.4% | 2.98% | +45.7% |
| FEYE | Buy | FIREEYE INC | $9,520,000 | +5.0% | 642,800 | +19.0% | 2.94% | +19.1% |
| BC | Buy | BRUNSWICK CORP | $8,418,000 | +68.2% | 183,429 | +84.4% | 2.60% | +90.7% |
| MAS | Buy | MASCO CORP | $8,166,000 | +46.8% | 208,113 | +47.1% | 2.52% | +66.5% |
| KMT | Buy | KENNAMETAL INC | $6,427,000 | +479.5% | 173,757 | +475.8% | 1.98% | +557.0% |
| FLIR | Buy | FLIR SYS INC | $6,063,000 | +60.0% | 112,075 | +40.7% | 1.87% | +81.4% |
| OLN | Buy | OLIN CORP | $5,551,000 | +48.7% | 253,361 | +57.1% | 1.71% | +68.7% |
| VCRA | Buy | VOCERA COMMUNICATIONS INC | $5,456,000 | +199.3% | 170,925 | +196.6% | 1.68% | +239.5% |
| AVNS | Buy | AVANOS MED INC | $5,401,000 | +165.5% | 123,838 | +159.9% | 1.67% | +200.9% |
| HAIN | Buy | HAIN CELESTIAL GROUP INC | $5,372,000 | +38.6% | 245,300 | +46.3% | 1.66% | +57.2% |
| PRAH | New | PRA HEALTH SCIENCES INC | $5,305,000 | – | 53,500 | +100.0% | 1.64% | – |
| CSII | Buy | CARDIOVASCULAR SYS INC DEL | $5,290,000 | +242.6% | 123,225 | +208.4% | 1.63% | +288.8% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $3,540,000 | – | 16,900 | +100.0% | 1.09% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $3,428,000 | – | 38,175 | +100.0% | 1.06% | – |
| EPC | Buy | EDGEWELL PERS CARE CO | $3,404,000 | -12.4% | 126,325 | +42.7% | 1.05% | -0.6% |
| WLL | Buy | WHITING PETE CORP NEW | $1,596,000 | -25.3% | 85,446 | +4.6% | 0.49% | -15.3% |
| APA | Buy | APACHE CORP | $530,000 | +62.6% | 18,300 | +94.7% | 0.16% | +84.3% |
| HAL | Buy | HALLIBURTON CO | $318,000 | -5.4% | 14,000 | +22.0% | 0.10% | +7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MGIC INVT CORP WIS | 25 | Q2 2019 | 6.3% |
| ZIONS BANCORPORATION | 25 | Q2 2019 | 3.5% |
| MASCO CORP | 25 | Q2 2019 | 2.9% |
| VULCAN MATLS CO | 25 | Q2 2019 | 3.4% |
| PTC INC | 25 | Q2 2019 | 3.2% |
| Ciena Corporation | 25 | Q2 2019 | 2.5% |
| NATIONAL CINEMEDIA INC | 25 | Q2 2019 | 1.6% |
| HIBBETT SPORTS INC | 24 | Q2 2019 | 2.8% |
| CRANE CO | 24 | Q2 2019 | 2.1% |
| METLIFE INC | 23 | Q4 2018 | 0.2% |
View BROADVIEW ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-07-30 |
| 13F-HR | 2018-05-11 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-12 |
View BROADVIEW ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.