KESTREL INVESTMENT MANAGEMENT CORP — 13F holdings

KESTREL INVESTMENT MANAGEMENT CORP reported 40 holdings worth $184M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. PHIN PHINIA INC — $13.5M (7.3%)
2. AX AXOS FINANCIAL INC — $9.27M (5.0%)
3. CNO CNO FINL GROUP INC — $7.81M (4.3%)
4. NSIT INSIGHT ENTERPRISES INC — $7.76M (4.2%)
5. HAE Haemonetics Corp Mass — $7.31M (4.0%)
6. ITGR INTEGER HLDGS CORP — $7.02M (3.8%)
7. NATL NCR ATLEOS CORPORATION — $6.81M (3.7%)
8. TRS TRIMAS CORP — $6.73M (3.7%)
9. PLAB PHOTRONICS INC — $6.52M (3.5%)
10. SMG SCOTTS MIRACLE-GRO CO — $6.47M (3.5%)