0001172661-24-001022.txt : 20240214 0001172661-24-001022.hdr.sgml : 20240214 20240214101520 ACCESSION NUMBER: 0001172661-24-001022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sapience Investments, LLC CENTRAL INDEX KEY: 0001682598 ORGANIZATION NAME: IRS NUMBER: 812060843 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17843 FILM NUMBER: 24633575 BUSINESS ADDRESS: STREET 1: 520 NEWPORT CENTER DRIVE STREET 2: SUITE 650 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-662-1013 MAIL ADDRESS: STREET 1: 520 NEWPORT CENTER DRIVE STREET 2: SUITE 650 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001682598 XXXXXXXX 12-31-2023 12-31-2023 false Sapience Investments, LLC

520 Newport Center Drive Suite 650 Newport Beach CA 92660

13F HOLDINGS REPORT 028-17843 000284720 801-108274 N Scott Partridge 949-662-1013 Scott Partridge Newport Beach CA 02-14-2024 0 81 420100064 INFORMATION TABLE 2 infotable.xml ACADIA HEALTHCARE COMPANY IN COM 00404A109 6772352 87093 SH SOLE 87093 0 0 ADAPTHEALTH CORP COMMON STOCK 00653Q102 2736294 375349 SH SOLE 375349 0 0 AMERIS BANCORP COM 03076K108 8343757 157281 SH SOLE 157281 0 0 AMETEK INC COM 031100100 796913 4833 SH SOLE 4833 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 7944549 626048 SH SOLE 626048 0 0 ASSURED GUARANTY LTD COM G0585R106 6470176 86465 SH SOLE 86465 0 0 ATI INC COM 01741R102 7206631 158492 SH SOLE 158492 0 0 BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 4598140 143647 SH SOLE 143647 0 0 BANK OZK LITTLE ROCK ARK COM 06417N103 4662792 93574 SH SOLE 93574 0 0 BANNER CORP COM NEW 06652V208 9254257 172783 SH SOLE 172783 0 0 BELDEN INC COM 077454106 6251456 80925 SH SOLE 80925 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 3992013 72019 SH SOLE 72019 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 7136897 733494 SH SOLE 733494 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 566485 24344 SH SOLE 24344 0 0 CACTUS INC CL A 127203107 6302156 138814 SH SOLE 138814 0 0 CATALENT INC COM 148806102 640208 14249 SH SOLE 14249 0 0 CHAMPIONX CORPORATION COM 15872M104 6717394 229969 SH SOLE 229969 0 0 CHARLES RIV LABS INTL INC COM 159864107 556249 2353 SH SOLE 2353 0 0 CHEESECAKE FACTORY INC COM 163072101 5545689 158403 SH SOLE 158403 0 0 COMSTOCK RES INC COM 205768302 4227300 477661 SH SOLE 477661 0 0 COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 7664549 299046 SH SOLE 299046 0 0 DESPEGAR COM CORP ORD SHS G27358103 6435960 680334 SH SOLE 680334 0 0 DIAMONDBACK ENERGY INC COM 25278X109 620630 4002 SH SOLE 4002 0 0 EAST WEST BANCORP INC COM 27579R104 656832 9129 SH SOLE 9129 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 7396092 496382 SH SOLE 496382 0 0 ENCOMPASS HEALTH CORP COM 29261A100 651921 9771 SH SOLE 9771 0 0 ENPRO INC COM 29355X107 6560353 41855 SH SOLE 41855 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 8364579 347655 SH SOLE 347655 0 0 EQT CORP COM 26884L109 557323 14416 SH SOLE 14416 0 0 ESAB CORPORATION COM 29605J106 7033371 81198 SH SOLE 81198 0 0 ESSENT GROUP LTD COM G3198U102 6667813 126428 SH SOLE 126428 0 0 EVERTEC INC COM 30040P103 4066079 99318 SH SOLE 99318 0 0 FIRST BUSEY CORP COM NEW 319383204 4629153 186509 SH SOLE 186509 0 0 FIRST HAWAIIAN INC COM 32051X108 5783717 253006 SH SOLE 253006 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 443698 1570 SH SOLE 1570 0 0 GLACIER BANCORP INC NEW COM 37637Q105 8089464 195776 SH SOLE 195776 0 0 HANCOCK WHITNEY CORPORATION COM 410120109 6204214 127685 SH SOLE 127685 0 0 HASBRO INC COM 418056107 750378 14696 SH SOLE 14696 0 0 HAYWARD HLDGS INC COM 421298100 3692196 271485 SH SOLE 271485 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 9147062 530880 SH SOLE 530880 0 0 HELIOS TECHNOLOGIES INC COM 42328H109 4055741 89432 SH SOLE 89432 0 0 IDACORP INC COM 451107106 9150544 93069 SH SOLE 93069 0 0 INGEVITY CORP COM 45688C107 7317447 154965 SH SOLE 154965 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 10066016 231137 SH SOLE 231137 0 0 KIRBY CORP COM 497266106 8229491 104861 SH SOLE 104861 0 0 LIBERTY ENERGY INC COM CL A 53115L104 6694331 369037 SH SOLE 369037 0 0 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 4718035 645422 SH SOLE 645422 0 0 LINCOLN ELEC HLDGS INC COM 533900106 5389964 24786 SH SOLE 24786 0 0 LKQ CORP COM 501889208 591353 12374 SH SOLE 12374 0 0 NASDAQ INC COM 631103108 306398 5270 SH SOLE 5270 0 0 NATIONAL VISION HLDGS INC COM 63845R107 8658113 413670 SH SOLE 413670 0 0 NORDSON CORP COM 655663102 602813 2282 SH SOLE 2282 0 0 NORTHERN OIL & GAS INC COM 665531307 6588488 177731 SH SOLE 177731 0 0 OPENLANE INC COM 48238T109 7772021 524782 SH SOLE 524782 0 0 OVINTIV INC COM 69047Q102 364800 8306 SH SOLE 8306 0 0 PLYMOUTH INDL REIT INC COM 729640102 6158502 255858 SH SOLE 255858 0 0 POPULAR INC COM NEW 733174700 7867723 95866 SH SOLE 95866 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 6064913 139938 SH SOLE 139938 0 0 POST HLDGS INC COM 737446104 6670105 75745 SH SOLE 75745 0 0 QORVO INC COM 74736K101 628702 5583 SH SOLE 5583 0 0 REGAL REXNORD CORPORATION COM 758750103 717009 4844 SH SOLE 4844 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 589372 3007 SH SOLE 3007 0 0 RETAIL OPPORTUNITY INVTS COR COM 76131N101 5217841 371906 SH SOLE 371906 0 0 SEALED AIR CORP NEW COM 81211K100 542030 14842 SH SOLE 14842 0 0 SHIFT4 PMTS INC CL A 82452J109 6521848 87730 SH SOLE 87730 0 0 SILGAN HLDGS INC COM 827048109 504990 11160 SH SOLE 11160 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 10296820 410559 SH SOLE 410559 0 0 STERICYCLE INC COM 858912108 10710461 216111 SH SOLE 216111 0 0 TEREX CORP NEW COM 880779103 5060215 88065 SH SOLE 88065 0 0 TREEHOUSE FOODS INC COM 89469A104 12444948 300240 SH SOLE 300240 0 0 TWILIO INC CL A 90138F102 686699 9051 SH SOLE 9051 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 5244928 153630 SH SOLE 153630 0 0 US FOODS HLDG CORP COM 912008109 10704863 235738 SH SOLE 235738 0 0 VARONIS SYS INC COM 922280102 8627787 190543 SH SOLE 190543 0 0 VIPER ENERGY INC CL A 927959106 8077024 257394 SH SOLE 257394 0 0 VITAL FARMS INC COM 92847W103 4043219 257694 SH SOLE 257694 0 0 WABTEC COM 929740108 632850 4987 SH SOLE 4987 0 0 WEBSTER FINL CORP COM 947890109 11103141 218738 SH SOLE 218738 0 0 WESTROCK CO COM 96145D105 499278 12025 SH SOLE 12025 0 0 WINTRUST FINL CORP COM 97650W108 8100229 87334 SH SOLE 87334 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 5741920 195237 SH SOLE 195237 0 0