SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Copper Rock Capital Partners, LLC

CIK 0001352543 · 200 CLARENDON STREET, 51ST FLOOR, BOSTON, MA, 02116 · (617) 369-7100

Reported Value
$1.4B
Q1 2019
Positions
76
Filings on Record
9
2019–present window
Filed
Apr 5, 2019
original filing

Summary

Copper Rock Capital Partners, LLC reported $1.4B in U.S.-listed holdings across 76 positions for Q1 2019.

Its largest position, VTY, represents 2.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+19.9%
share of reported value
Largest Position
+2.3%
Verint Systems

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $1.4BQ1 ’19Q2 ’19: $1.4BQ2 ’19Q3 ’19: $1.1BQ3 ’19Q4 ’19: $1.3BQ4 ’19Q1 ’20: $10.2BQ1 ’20Q2 ’20: $582MQ2 ’20Q3 ’20: $296MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.5%REIT: 7.2%ADR: 1.6%ETP: 0.9%Other: 0.8%
  • Common Stock · 89.5% · $1.2B
  • REIT · 7.2% · $100M
  • ADR · 1.6% · $22M
  • ETP · 0.9% · $12M
  • Other · 0.8% · $11M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
VTYVERINT SYSTEMS INCNEW+546.3K546.3K+$32M$32M
ACIWACI WORLDWIDE INCNEW+933.5K933.5K+$30M$30M
SIGISELECTIVE INSURANCE GROUP INCNEW+465.2K465.2K+$30M$30M
DARDARLING INGREDIENTS INCNEW+1.26M1.26M+$27M$27M
PWRQUANTA SERVICES INCNEW+727.7K727.7K+$27M$27M
RHPRYMAN HOSPITALITY PROPERTIES INCNEW+324.1K324.1K+$27M$27M
SKYWSKYWEST INCNEW+479.6K479.6K+$26M$26M
NFGNATIONAL FUEL GAS CONEW+419.0K419.0K+$25M$25M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2019

76 positions
#IssuerClass% PortfolioValueShares
1VTYVERINT SYSTEMS INChistory →COM2.33%$32M546.3K
2ACIWACI WORLDWIDE INChistory →COM2.19%$30M933.5K
3SIGISELECTIVE INSURANCE GROUP INChistory →COM2.17%$30M465.2K
4DARDARLING INGREDIENTS INChistory →COM1.98%$27M1.26M
5PWRQUANTA SERVICES INChistory →COM1.97%$27M727.7K
6RHPRYMAN HOSPITALITY PROPERTIES INChistory →COM1.97%$27M324.1K
7SKYWSKYWEST INChistory →COM1.86%$26M479.6K
8NFGNATIONAL FUEL GAS COhistory →COM1.84%$25M419.0K
9FIXCOMFORT SYSTEMS USA INChistory →COM1.81%$25M476.3K
10CTRECARETRUST REIT INChistory →COM1.81%$25M1.06M
11CHARLES RIVER LABS INTERNATIONAL INCCOM1.80%$25M173.0K
12NGVTINGEVITY CORPhistory →COM1.80%$25M230.1K
13IDAIDACORP INChistory →COM1.78%$25M248.4K
14GNRCGENERAC HOLDINGS INChistory →COM1.73%$24M470.6K
15GHDXGENOMIC HEALTH INChistory →COM1.66%$23M331.2K
16MMSIMERIT MEDICAL SYSTEMS INChistory →COM1.65%$23M376.6K
17WEXWEX INChistory →COM1.63%$23M117.9K
18EVTCEVERTEC INChistory →COM1.59%$22M784.4K
19ICFIICF INTERNATIONAL INChistory →COM1.59%$22M287.5K
20KBRKBR INChistory →COM1.59%$22M1.16M
21BOOTBOOT BARN HOLDINGS INChistory →COM1.58%$22M744.0K
22FISVFISERV INChistory →COM1.58%$22M247.9K
23THGHANOVER INS GROUP INChistory →COM1.57%$22M189.7K
24FOXFFOX FACTORY HOLDING CORPhistory →COM1.55%$21M307.3K
25ZTSZOETIS INChistory →COM1.53%$21M212.5K
26CACICACI INTERNATIONAL INChistory →COM1.48%$20M112.2K
27WATWATERS CORPhistory →COM1.45%$20M80.7K
28PENNPENN NATIONAL GAMING INChistory →COM1.43%$20M999.3K
29HRCHILL ROM HOLDINGS INChistory →COM1.42%$20M186.6K
30ASPEN TECHNOLOGY INCCOM1.42%$20M188.4K
31SPIRIT REALTY CAP INCCOM1.42%$20M499.2K
32EEFTEURONET WORLDWIDE INChistory →COM1.39%$19M136.5K
33TDSTELEPHONE & DATA SYSTEMS INChistory →COM1.38%$19M619.6K
34LITELUMENTUM HOLDINGS INChistory →COM1.37%$19M341.5K
35GOOGALPHABET INChistory →COM1.36%$19M16.0K
36AWRAMERICAN STS WTR COhistory →COM1.35%$19M261.3K
37WNSNWNS HOLDINGS LTD SPON ADRhistory →ADR1.31%$18M336.3K
38CVLTCOMMVAULT SYSTEMS INChistory →COM1.30%$18M278.7K
39PRUPRUDENTIAL FINANCIAL INChistory →COM1.29%$18M193.4K
40GIIIG-III APPAREL GROUP LTDhistory →COM1.28%$18M448.5K
41EAELECTRONIC ARTS INChistory →COM1.28%$18M173.2K
42EXLSEXLSERVICE HOLDINGS INChistory →COM1.28%$18M293.8K
43FHBFIRST HAWAIIAN INChistory →COM1.25%$17M669.0K
44GDOTGREEN DOT CORPhistory →COM1.23%$17M280.8K
45CALYCALLAWAY GOLF COhistory →COM1.23%$17M1.06M
46OMCLOMNICELL INChistory →COM1.21%$17M208.3K
47BLBLACKLINE INChistory →COM1.19%$16M357.6K
48TXNMPNM RES INChistory →COM1.19%$16M347.3K
49COLDAMERICOLD REALTY TRUSThistory →COM1.19%$16M533.7K
50AITAPPLIED INDL TECHNOLOGIES INChistory →COM1.18%$16M278.6K
51BPOPPOPULAR INChistory →COM1.18%$16M312.5K
52CALLON PETROLEUM COCOM1.17%$16M2.11M
53PORPORTLAND GENERAL ELECTRIC COhistory →COM1.17%$16M313.1K
54ELLAUDER ESTEE COS INChistory →COM1.17%$16M97.9K
55METAFACEBOOK INChistory →COM1.11%$15M92.2K
56HWCHANCOCK WHITNEY CORPORATIONhistory →COM1.06%$15M361.9K
57TOLTOLL BROTHERS INChistory →COM1.04%$14M394.7K
58PGT INNOVATIONS INCCOM1.04%$14M1.02M
59KFYKORN FERRY CORPhistory →COM1.03%$14M318.3K
60WTFCWINTRUST FINANCIAL CORPhistory →COM1.02%$14M206.6K
61NVRIHARSCO CORPhistory →COM1.02%$14M694.7K
62BKUBANKUNITED INChistory →COM1.00%$14M406.1K
63CABOT MICROELECTRONICS CORPCOM1.00%$14M126.8K
64ALAIR LEASE CORPhistory →COM0.98%$14M397.4K
65ENSENERSYS INChistory →COM0.95%$13M205.2K
66LWLAMB WESTON HOLDINGS INChistory →COM0.91%$13M169.4K
67CORESITE REALTY CORPCOM0.83%$12M107.4K
68SUNTRUST BANKS INCCOM0.81%$11M190.5K
69URIUNITED RENTALS INChistory →COM0.79%$11M97.1K
70RFREGIONS FINANCIAL CORPhistory →COM0.77%$11M748.5K
71PLCECHILDRENS PLACE INCCOM0.72%$10M104.8K
72WELLCARE HEALTH PLANS INCCOM0.64%$9M33.1K
73SMINISHARES TR MSCI INDIA SM CPCOM0.52%$7M179.1K
74SCZISHARES TR EAFE SML CP ETFCOM0.32%$4M76.5K
75BZUNBAOZUN INC SPONSORED ADRADR0.28%$4M100.2K
76EWZSISHARES TR BRAZIL SM-CP ETFCOM0.03%$346,00023.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$296M54Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$582M56Aug 20, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$10.2B54Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.3B72Jan 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B68Oct 10, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.4B64Jul 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.4B76Apr 5, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • RUSSELL FRANK CO/028-01190
  • BrightSphere Inc.028-11931

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.