Ballast Asset Management, Lp Portfolio Stock Holdings

Ballast Asset Management, Lp disclosed 52 stock positions valued at approximately $224.7 million in its latest SEC 13F filing. The largest holdings include Natural Resource Partners, L.P., ECOVYST INC USD 0.01, and AZZ INC USD 1.0. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.

Report Period
March 31, 2026
No. of Stocks
52
Portfolio Value
$224.7M
Holdings by Sector
Ballast Asset Management, Lp Portfolio Holdings in Q1 2026

52 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Natural Resource Partners, L.P.NRPEnergy4.09%75,868+3,661+5.07%$9,180,028
ECOVYST INC USD 0.01ECVTBasic Materials3.17%554,625+13,780+2.55%$7,132,478
AZZ INC USD 1.0AZZIndustrials3.12%56,052+1,360+2.49%$7,013,787
ROYAL GOLD INC USD 0.01RGLDBasic Materials2.98%26,357+650+2.53%$6,707,593
SOLARIS ENERGY INFRASTRUCTURE INCSOIOther2.91%115,871+2,845+2.52%$6,547,870
CLIMB GLOBAL SOLUTIONS INC USD 0.01CLMBTechnology2.82%319,188+242,331+315.30%$6,326,306
CAVCO INDS INC DEL USD 0.01CVCOConsumer Cyclical2.61%12,117+305+2.58%$5,868,142
MERCHANTS BANCORP IND NPVMBINFinancial Services2.61%136,586+3,290+2.47%$5,860,905
TURNING PT BRANDS INC USD 0.01TPBConsumer Defensive2.58%66,887+1,645+2.52%$5,805,123
CAPITAL BANCORP INC MD USD 0.01CBNKFinancial Services2.51%189,845+4,965+2.69%$5,645,990
KOSMOS ENERGY LTD USD 0.01KOSEnergy2.51%2,028,059+207,315+11.39%$5,638,004
FEDERAL AGRIC MTG CORP USD 1.0AGMFinancial Services2.48%37,592+2,615+7.48%$5,576,773
PATRICK INDS INC NPVPATKConsumer Cyclical2.46%49,759+1,215+2.50%$5,526,732
LANDSTAR SYS INC USD 0.01LSTRIndustrials2.44%34,249+825+2.47%$5,490,457
GEO GROUP INC NEW USD 0.01GEOIndustrials2.40%320,748+62,890+24.39%$5,391,774
CORE NAT RES INC USD 0.01CEIXOther2.37%50,920+1,225+2.47%$5,332,852
BRINKS CO USD 1.0BCOIndustrials2.36%51,249+1,743+3.52%$5,310,934
TEREX CORP NEW USD 0.01TEXIndustrials2.24%85,144+2,090+2.52%$5,032,010
EPSILON ENERGY LTD NPVEPSNEnergy2.23%814,322+20,000+2.52%$5,016,224
GPGI INC USD 0.0001CMPOIndustrials2.21%290,423+7,220+2.55%$4,966,233
BEL FUSE INC USD 0.1BELFBTechnology2.09%23,727-18,281-43.52%$4,697,471
METALLUS INC NPVMTUSBasic Materials2.08%286,487+7,075+2.53%$4,681,198
KNOWLES CORP USD 0.01KNTechnology1.95%170,987+3,650+2.18%$4,390,946
CRITEO S A EUR 0.025 ADRCRTOCommunication Services1.86%233,538+51,860+28.55%$4,187,336
EAGLE MATLS INC USD 0.01EXPBasic Materials1.85%21,978+505+2.35%$4,163,732
MUELLER INDS INC USD 0.01MLIIndustrials1.84%37,339+8,129+27.83%$4,137,161
CONSENSUS CLOUD SOLUTIONS USD 0.01CCSITechnology1.75%166,085+49,730+42.74%$3,942,858
MGIC INVT CORP WIS USD 1.0MTGFinancial Services1.75%149,458+3,650+2.50%$3,923,273
EPR PROPER SBI USD0.01EPRReal Estate1.68%75,617+1,815+2.46%$3,777,825
ATN INTL INC USD 0.01ATNICommunication Services1.67%137,593+15,185+12.41%$3,745,281
COLLEGIUM PHARMACEUTICAL USD 0.001COLLHealthcare1.67%113,223+2,780+2.52%$3,744,285
HILLMAN SOLUTIONS CORP USD 0.0001HLMNIndustrials1.65%445,835+26,190+6.24%$3,709,347
FERROGLOBE PLC USD 7.5G33856108Other1.60%870,172+21,010+2.47%$3,585,109
IRADIMED CORP USD 0.0001IRMDHealthcare1.59%37,107+870+2.40%$3,571,920
BAUSCH PLUS LOMB CORP BLCOHealthcare1.55%219,566+5,240+2.44%$3,485,150
BANK OZK LITTLE ROCK ARK NPVOZKFinancial Services1.48%72,305+5,700+8.56%$3,318,076
BRUKER CORP USD 0.01BRKRHealthcare1.46%90,564+23,482+35.00%$3,271,172
GENPACT LTD USD 0.01GOther1.38%83,112+7,432+9.82%$3,095,922
RCM TECHNOLOGIES INC USD 0.05RCMTIndustrials1.37%160,995+25,910+19.18%$3,081,444
CABOT CORP USD 1.0CBTBasic Materials1.37%40,746+12,311+43.30%$3,068,581
IPG PHOTONICS CORP USD 0.0001IPGPTechnology1.33%26,119-7,695-22.76%$2,992,976
DONALDSON COM USD5DCIIndustrials1.33%35,107+865+2.53%$2,979,531
PHINIA INC USD 0.01PHINConsumer Cyclical1.28%42,147+1,025+2.49%$2,884,541
INGLES MKTS INC USD 0.05IMKTAConsumer Defensive1.28%31,958+775+2.49%$2,872,705
ADVANSIX INC USD 0.01ASIXBasic Materials1.27%117,124+10,390+9.73%$2,857,826
GLOBAL BUSINESS TRAVEL USD 0.00005GBTGTechnology1.24%501,344+11,825+2.42%$2,797,500
QUIDELORTHO CORP USD 0.001QDELHealthcare1.07%145,960+47,185+47.77%$2,398,123
CASS INFORMATION SYS INC USD 0.5CASSIndustrials1.00%51,269+1,260+2.52%$2,256,861
EXTREME NETWORKS INC USD 0.001EXTRTechnology0.94%139,668+3,350+2.46%$2,106,193
SPS COMM INC USD 0.001SPSCTechnology0.93%37,400+37,400+100.00%$2,082,058
TRIPADVISOR INC USD 0.001TRIPConsumer Cyclical0.87%183,413+4,420+2.47%$1,955,183
ALPHA METALLURGICAL RES IN USD 0.01AMRBasic Materials0.71%7,738+1,400+22.09%$1,588,379