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Showing Q4 2023 data
Smith, Graham & Co., Investment Advisors, LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Smith, Graham & Co., Investment Advisors, LP
•CIK: 1470414•Filing: Q4 2023
**Smith, Graham & Co., Investment Advisors, LP** manages $868M across a concentrated portfolio of 141 positions. The firm maintains significant exposure to several key names, notably holding KOP and HWCPZ at $15.1M each. Further top allocations include DY at $14.8M and GFF at $14.4M. This structure suggests a tactical, conviction-driven approach to capital deployment.
Total AUM
$868.1M
QoQ Performance
N/A
Positions
141
Top 10 Concentration
15.6%
Latest Filing
Q4 2023
Top Holdings Allocation
KOP1.7%
HB61.7%
DY1.7%
GFF1.7%
GPI1.6%
LAD1.6%
SIGI1.4%
MDC1USD1.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other96.5%
Healthcare2.0%
Financial0.8%
Energy0.4%
Utilities0.3%