Global Alpha Capital Management Ltd.
Top Portfolio Positions
54 positions ·
$1,663,798,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ORA |
Ormat Technologies, Inc.
Utilities
|
1,791,348 | $200,487,668 | 12.05% | |
| SANM |
Sanmina Corp
Technology
|
602,562 | $78,116,137 | 4.70% | |
| UMBF |
Umb Financial Corp
Financial Services
|
658,982 | $74,326,579 | 4.47% | |
| GMED |
Globus Medical Inc
Healthcare
|
694,444 | $59,833,295 | 3.60% | |
| DIOD |
Diodes Inc /Del/
Technology
|
837,654 | $57,178,262 | 3.44% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
734,197 | $48,537,763 | 2.92% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
929,510 | $48,195,093 | 2.90% | |
| AA |
Alcoa Corp
Basic Materials
|
689,248 | $45,717,819 | 2.75% | |
| SII |
Sprott Inc.
Financial Services
|
313,478 | $44,796,006 | 2.69% | |
| RYN |
Rayonier Inc
Real Estate
|
2,090,294 | $43,101,862 | 2.59% |
Portfolio Trend
23 quarters · across all stocks
Holdings in THRM
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,101,675 | 1,191,565 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $31,384,445 | 1,109,383 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,014,739 | 898,083 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $31,256,681 | 782,983 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,450,928 | 632,673 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,457,652 | 516,173 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,848,163 | 362,073 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,764,258 | 320,173 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,842,454 | 291,973 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,499,394 | 291,973 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,088,116 | 299,373 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,782,496 | 287,678 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $10,283,009 | 140,786 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,055,953 | 219,286 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,259,102 | 225,616 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,207,641 | 228,116 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,913,087 | 228,216 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,381,876 | 235,846 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,038,741 | 245,446 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,700,296 | 223,658 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,201,841 | 229,358 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||