Tributary Capital Management Q2 2026 Activity: Major Shifts in Tech and Financial Sectors

According to the latest filing from Tributary Capital Management, Llc, there were observable changes in its portfolio holdings during Q2 2026.

Major Purchases Observed This Quarter

Tributary Capital Management demonstrated significant buying activity on several stocks this quarter:

• AIR (Aar Corp): The fund increased its position by 109,224 shares, representing a 100% increase in the quarter. This suggests renewed confidence or strategic interest in Aar Corp.
• KWR (Quaker Houghton): The fund acquired 92,150 shares of Quaker Houghton this period, marking a 100% increase in its stake.
• FBK (Fb Finl Corp): There was a substantial purchase of 92,773 shares by Tributary Capital Management. This resulted in the fund's position growing to 334,500 total shares and its portfolio allocation rising to 1.68%.
• QTWO (Q2 Hldgs Inc): The fund made a significant purchase of 242,876 shares in Q2 2026, boosting the position from zero to 242,876 total shares, now representing 0.96% of its portfolio.
• CVCO (Cvss Inc): Although not listed in the top holdings or changed holdings data provided here, Tributary Capital Management's significant buy list also includes CVCO (Cvss Inc), indicating potential interest in this company.
• MKL (Mkl Inc): Another stock added to the portfolio is MKL (Mkl Inc). The fund purchased shares, contributing to its significant buying activity.

Significant Sales Observed This Quarter

In contrast to the buys, Tributary Capital Management also reported substantial selling activities:

• VIAV (Via Solutions Inc): The fund sold a large portion of its VIAVI holdings. Specifically, it reduced shares by 408,637 in Q2, leading to a -49.77% change and leaving the position at just 1.62% allocation.
• KALU (Kaiser Aluminum Corp): The fund disposed of its entire stake in Kaiser Aluminum, reducing shares by -100,503 from prior period holdings. This resulted in a -57.03% change and effectively exiting the position.
• BHE (Benchmark Electrs Inc): The fund sold 52,477 shares of BENCHMARK ELECTRS INC during Q2, causing a -13.2% change in the position.
• ESE (Esc Technologies Inc Com): ESCO TECHNOLOGIES saw its shares reduced by 37,052 this quarter, resulting in a -26.3% change and leaving the position at 2.99% allocation.
• COHU (Cohu Inc): COHU INC experienced a reduction of 172,462 shares by Tributary Capital Management this quarter, leading to a -25.1% change and the position now at 3.13% allocation.
• NPO (Enpro Inc): ENPRO INC saw its stake reduced by -3,650 shares this quarter, resulting in a -2.93% change and the position now at 3.75% allocation.
• DIOD (Diodes Inc): DIODES INC was reduced by -12,978 shares this quarter, leading to a -3.8% change and the position now at 2.95% allocation.
• POWI (Power Integrations Inc): POWER INTEGRATIONS INC saw a reduction of 6,568 shares by Tributary Capital Management this quarter, resulting in a -2.02% change and the position now at 2.29% allocation.
• SHO (Sunstone Hotel Invs Inc New Co): The fund sold shares in SUNSTONE HOTEL INVS INC NEW CO, reducing its stake by -51,006 this quarter and causing a -2.88% change. This resulted in the position being removed from the top holdings list.
• OLLI (Olly's Bargain Outlet Hldgs): OLLIE'S BARGAIN OUTLET HLDGS saw its stake reduced by -49,550 shares this quarter. Although a decrease, it still resulted in a +37.2% change due to the previous position being very small.