Global Alpha Capital Management Ltd. — 13F holdings

Global Alpha Capital Management Ltd. reported 48 holdings worth $1.67B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ORA ORMAT TECHNOLOGIES INC — $148M (8.9%)
2. UMBF UMB FINL CORP — $98.6M (5.9%)
3. SANM SANMINA CORPORATION — $75.0M (4.5%)
4. CVLT COMMVAULT SYS INC — $70.1M (4.2%)
5. GMED GLOBUS MED INC — $67.7M (4.1%)
6. COLD AMERICOLD REALTY TRUST INC — $67.5M (4.0%)
7. DIOD DIODES INC — $63.4M (3.8%)
8. GXO GXO LOGISTICS INCORPORATED — $53.1M (3.2%)
9. RUSHA RUSH ENTERPRISES INC — $49.8M (3.0%)
10. EXP EAGLE MATLS INC — $48.3M (2.9%)