SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Lapides Asset Management, LLC

CIK 0001357993 · 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830 · (203) 422-7202

Reported Value
$192M
Q4 2019
Positions
65
Filings on Record
19
2019–present window
Filed
Jan 29, 2020
original filing

Summary

Lapides Asset Management, LLC reported $192M in U.S.-listed holdings across 65 positions for Q4 2019.

Its largest position, BDC, represents 6.3% of the portfolio.

Compared with Q3 2019, the fund opened 4 new positions and exited 9.

Portfolio Metrics

Turnover
+9.9%
vs prior filed quarter
Top-10 Concentration
+45.6%
share of reported value
Largest Position
+6.3%
Belden
New / Exited
4 / 9
positions this quarter

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
Q4 ’18: $247MQ4 ’18Q1 ’19: $265MQ2 ’19: $217MQ3 ’19: $194MQ3 ’19Q4 ’19: $192MQ1 ’20: $133MQ2 ’20: $173MQ2 ’20Q3 ’20: $182MQ4 ’20: $233MQ1 ’21: $239MQ1 ’21Q2 ’21: $251MQ3 ’21: $241MQ4 ’21: $229MQ4 ’21Q1 ’22: $228MQ2 ’22: $200MQ3 ’22: $176MQ3 ’22Q1 ’23: $165Mfilingsflow.com

Portfolio Composition

By security type
Other: 63.3%Common Stock: 36.7%ADR: 0.1%
  • Other · 63.3% · $121M
  • Common Stock · 36.7% · $70M
  • ADR · 0.1% · $96,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Adtalem Global Ed IncNEW+68.3K68.3K+$2M$2M
Iron Mountain IncNEW+8.7K8.7K+$277,000$277,000
WOOFoot Locker IncNEW+5.8K5.8K+$226,000$226,000
OLNOlin CorpNEW+11.3K11.3K+$195,000$195,000
Tivo CorpADDED+111.7K150.0K+$980,000$1M
Mistras Group, Inc.ADDED+58.9K106.9K+$738,000$2M
Tile Shop Holdings, Inc.SOLD OUT984.3K0$3M$0
Monotype Imaging Holdings IncSOLD OUT70.2K0$1M$0

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

Holdings — Q4 2019

65 positions
#IssuerClass% PortfolioValueShares
1BDCBelden Inc.history →com6.26%$12M218.4K
2Calix, Inc.com5.89%$11M1.41M
3Plantronics, Inc.com5.60%$11M392.8K
4Verint Systems Inc.com4.77%$9M165.4K
5Houghton Mifflin Harcourt Compcom4.39%$8M1.35M
6Summit Materials, Inc.com4.13%$8M331.7K
7WestRock Companycom3.97%$8M177.6K
8Compass Minerals Internationalcom3.90%$7M122.8K
9NCR Corporationcom3.35%$6M182.9K
10Sprouts Farmers Market, Inc.com3.33%$6M329.7K
11PBIPitney Bowes Inc.history →com2.81%$5M1.34M
12Kraton Corporationcom2.52%$5M191.1K
13Nielsen Holdings PLCcom2.49%$5M235.1K
14MTXMinerals Technologies Inc.history →com2.29%$4M76.3K
15HUNHuntsman Corporationhistory →com2.27%$4M180.5K
16Knowles Corporationcom2.13%$4M192.8K
17AVDAmerican Vanguard Corporationhistory →com2.12%$4M208.5K
18HAINHain Celestial Group, Inc.history →com2.10%$4M155.4K
19DENTSPLY SIRONA Inc.com2.01%$4M68.0K
20ARAYAccuray Incorporatedhistory →com1.94%$4M1.32M
21Hanesbrands Inc.com1.83%$4M237.0K
22Xperi Corporationcom1.75%$3M181.1K
23UEICUniversal Electronics Inc.history →com1.74%$3M63.7K
24CommScope Holding Company, Inccom1.61%$3M217.6K
25AMC Entertainment Holdings, Incom1.56%$3M412.7K
26Teradata Corporationcom1.40%$3M100.6K
27BFHAlliance Data Systems Corporathistory →com1.40%$3M23.9K
28Stratasys Ltd.com1.39%$3M131.8K
29Prestige Consumer Healthcare Icom1.37%$3M65.1K
30Adtalem Global Ed Inccom1.25%$2M68.3K
31Tetra Tech, Inc.com1.11%$2M24.8K
32FMCFMC Corporationhistory →com1.11%$2M21.3K
33CECelanese Corporationcom0.94%$2M14.7K
34Tronox Holdings Plc Shscom0.88%$2M147.4K
35Agilysys, Inc.com0.85%$2M63.9K
36Mistras Group, Inc.com0.80%$2M106.9K
37Element Solutions Inccom0.72%$1M118.8K
38Tivo Corpcom0.66%$1M150.0K
39Donnelley Financial Solutions,com0.66%$1M120.9K
40Synchronoss Technologies Inccom0.65%$1M264.5K
41Iheartmedia Inc Cl Acom0.63%$1M71.5K
42STMPStamps.com Inccom0.57%$1M13.1K
43NWLNewell Brands Inc.com0.57%$1M56.4K
44INGRIngredion Incorporatedcom0.56%$1M11.6K
45BALLBall Corporationcom0.55%$1M16.2K
46Nuance Communications, Inc.com0.54%$1M58.2K
47TEGNA Inc.com0.53%$1M61.1K
48WPP PLC ADRadr0.52%$1M14.3K
49Patterson Companies, Inc.com0.51%$975,00047.6K
50IMAX Corporationcom0.39%$742,00036.3K
51Sharps Compliance Corp.com0.36%$695,000164.7K
52iShares Core High Dv ETFUIU0.34%$657,0006.7K
53TCLAFTranscontinental Inc.com0.26%$490,00040.2K
54GILGildan Activewear Inc.com0.25%$475,00016.1K
55FCFranklin Covey Co.com0.25%$471,00014.6K
56SSPScripps E W Co Ohio Cl Acom0.19%$366,00023.3K
57Profire Energy Inccom0.18%$339,000234.0K
58Astronova Inccom0.15%$288,00021.0K
59Iron Mountain IncRET0.14%$277,0008.7K
60WOOFoot Locker Inccom0.12%$226,0005.8K
61Nutrien Ltd.com0.11%$215,0004.5K
62OLNOlin Corpcom0.10%$195,00011.3K
63Adtran Inccom0.10%$187,00018.9K
64Csi Compressco LPml0.06%$114,00041.9K
65PSOPearson PLC Sp ADRadr0.05%$96,00011.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023Under review51Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$165M50Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review51Jan 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$176M53Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$200M60Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$228M63Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$229M72Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$241M81Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$251M80Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$239M74May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$233M68Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$182M63Nov 2, 202013F-HRchanges · EDGAR ↗
Q2 2020$173M61Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$133M62May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$192M65Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$194M70Oct 30, 201913F-HRchanges · EDGAR ↗
Q2 2019$217M72Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$265M78Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$247M81Feb 13, 201913F-HRchanges · EDGAR ↗

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 ↗.