account_balance
Investment manager · 13F filer · SEC CIK 1510099
SG Capital Management LLC
Reported value$1.15Bas of Sep 30, 2026
Positions75 29 new, 30 sold out
Top 10 weight42.4%TTMI alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TTMITTM Technologies Inc
5.6%Added +1425%
RALRalliant Corp
5.5%Added +530%
ESABESAB Corp
5.1%Added +95%
APGAPi Group Corp
4.9%Added +98%
GXOGXO Logistics, Inc.
4.6%Added +36%
GGGGraco Inc
3.9%Added +193%
OSKOshkosh Corp
3.6%New
MIDDMiddleby Corp
3.2%New
NEOGNeogen Corp
3.1%Trimmed −16%
CECOCeco Environmental Corp
3.0%New
LPXLouisiana-Pacific Corp
3.0%Added +61%
VSECVSE Corp
2.7%
TTMITTM Technologies Inc
5.6%+1425%
RALRalliant Corp
5.5%+530%
ESABESAB Corp
5.1%
APGAPi Group Corp
4.9%
GXOGXO Logistics, Inc.
4.6%
GGGGraco Inc
3.9%+193%
OSKOshkosh Corp
3.6%
MIDDMiddleby Corp
3.2%
NEOGNeogen Corp
3.1%
CECO3.0%LPX3.0%VSECBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TTMI TTM Technologies Inc 5.6% Added +1425%RAL Ralliant Corp 5.5% Added +530%ESAB ESAB Corp 5.1% Added +95%APG APi Group Corp 4.9% Added +98%GXO GXO Logistics, Inc. 4.6% Added +36%GGG Graco Inc 3.9% Added +193%OSK Oshkosh Corp 3.6% NewMIDD Middleby Corp 3.2% NewNEOG Neogen Corp 3.1% Trimmed −16%CECO Ceco Environmental Corp 3.0% NewLPX Louisiana-Pacific Corp 3.0% Added +61%VSEC VSE Corp 2.7% Added +3%
What changed
Biggest moves since Jun 30, 2026
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