-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, BWdLDDLCc2Tb/uC+svf88cS6VerDGInokRDbROZYQfEs7VVd9vdKMgheAP2k56AR 5PezXPRLucpjg9hWn49+dQ== 0000917579-09-000004.txt : 20090506 0000917579-09-000004.hdr.sgml : 20090506 20090506172201 ACCESSION NUMBER: 0000917579-09-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090506 DATE AS OF CHANGE: 20090506 EFFECTIVENESS DATE: 20090506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KESTREL INVESTMENT MANAGEMENT CORP CENTRAL INDEX KEY: 0000917579 IRS NUMBER: 943173193 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04060 FILM NUMBER: 09802564 BUSINESS ADDRESS: STREET 1: 411 BOREL AVE STREET 2: SUITE 403 CITY: SAN MATEO STATE: CA ZIP: 94402 BUSINESS PHONE: 6505729469 MAIL ADDRESS: STREET 1: 411 BOREL AVE STREET 2: SUITE 403 CITY: SAN MATEO STATE: CA ZIP: 94402 13F-HR 1 q1-2009f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Kestrel Investment Management Corporation Address: 411 Borel Avenue Suite 403 San Mateo, CA 94402 13F File Number: 28-4060 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: David J. Steirman Title: President Phone: 650-572-9450 Signature, Place, and Date of Signing: David J. Steirman San Mateo CA May 6, 2009 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 53 Form 13F Information Table Value Total: $412,478 List of Other Included Managers: FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETNMANAGERS SOLE SHARED NONE AMN Healthcare Servic COM 001744101 3708 727000 SH SOLE 700600 0 26400 Assurant COM 04621X108 5881 270000 SH SOLE 270000 0 0 Bank of Hawaii Corp COM 062540109 13431 407260 SH SOLE 393660 0 13600 Broadridge Financial COM 11133T103 23125 1242600 SH SOLE 1204100 0 38500 Carter's Inc COM 146229109 16517 878100 SH SOLE 846400 0 31700 Christopher & Banks COM 171046105 4333 1059300 SH SOLE 1022900 0 36400 Clearwater Paper COM 18538R103 2077 258700 SH SOLE 243400 0 15300 Dynamex Inc COM 26784F103 2386 182400 SH SOLE 171300 0 11100 ENSCO International COM 26874Q100 5016 190000 SH SOLE 190000 0 0 FMC Corp COM 302491303 22989 532900 SH SOLE 513800 0 19100 Financial Federal COM 317492106 11073 522800 SH SOLE 504400 0 18400 First Cash Finl Svcs COM 31942D107 13825 926600 SH SOLE 892500 0 34100 GATX Corp COM 361448103 10210 504700 SH SOLE 488800 0 15900 HCC Insurance Holding COM 404132102 19084 757600 SH SOLE 730100 0 27500 Hanesbrands Inc COM 410345102 9335 975400 SH SOLE 943200 0 32200 Herley Industries COM 427398102 3580 299300 SH SOLE 284600 0 14700 Horizon Lines Inc COM 44044K101 1719 567400 SH SOLE 545500 0 21900 Innovative Soln & Sup COM 45769N105 2156 513400 SH SOLE 494400 0 19000 John Bean Technologie COM 477839104 10876 1039800 SH SOLE 1002800 0 37000 Joy Global COM 481165108 14101 662000 SH SOLE 641400 0 20600 Key Energy Services COM 492914106 4327 1502400 SH SOLE 1448600 0 53800 L.B. Foster Company COM 350060109 8181 329500 SH SOLE 317400 0 12100 Laboratory Corp COM 50540R409 10821 185000 SH SOLE 185000 0 0 Lancaster Colony COM 513847103 9676 233280 SH SOLE 225880 0 7400 Lawson Products COM 520776105 1431 117598 SH SOLE 114798 0 2800 Leggett & Platt COM 524660107 4974 382900 SH SOLE 382900 0 0 LifePoint Hospitals COM 53219L109 12720 609800 SH SOLE 587600 0 22200 MEMC Electronic Matls COM 552715104 6926 420000 SH SOLE 420000 0 0 NCI Building Systems COM 628852105 959 431900 SH SOLE 416200 0 15700 Novatel Wireless COM 66987M604 6915 1230400 SH SOLE 1186600 0 43800 Omnicell Inc COM 68213N109 6964 890600 SH SOLE 857800 0 32800 PCTEL, Inc COM 69325Q105 1403 326200 SH SOLE 306500 0 19700 Pantry, Inc COM 698657103 14049 797800 SH SOLE 769200 0 28600 Pentair Inc COM 709631105 16556 764000 SH SOLE 739400 0 24600 Perficient Inc COM 71375U101 4570 846300 SH SOLE 813500 0 32800 Petroleum Development COM 716578109 24 2000 SH SOLE 2000 0 0 Red Robin Gourmet Bur COM 75689M101 7967 451900 SH SOLE 434800 0 17100 Rogers Corp COM 775133101 7299 386590 SH SOLE 372690 0 13900 Silicon Laboratories COM 826919102 14224 538800 SH SOLE 519900 0 18900 SkyWest Inc COM 830879102 5752 462400 SH SOLE 453300 0 9100 Spectrum Control Inc COM 847615101 3488 496100 SH SOLE 464900 0 31200 Strattec Security COM 863111100 957 114790 SH SOLE 110090 0 4700 Teradata Corp COM 88076W103 6488 400000 SH SOLE 400000 0 0 Thor Industries COM 885160101 6468 414100 SH SOLE 399200 0 14900 Twin Disc, Inc COM 901476101 1545 223200 SH SOLE 207900 0 15300 USA Truck Inc COM 902925106 3649 282200 SH SOLE 265000 0 17200 Varian Inc COM 922206107 10261 432220 SH SOLE 416820 0 15400 Volterra Semiconducto COM 928708106 2759 326900 SH SOLE 307900 0 19000 White Electronic Desi COM 963801105 2905 724400 SH SOLE 682100 0 42300 Wolverine World Wide COM 978097103 11969 768220 SH SOLE 741420 0 26800 World Acceptance COM 981419104 8145 476288 SH SOLE 459888 0 16400 Xerox Corp COM 984121103 2776 610000 SH SOLE 610000 0 0 Zep Inc COM 98944B108 9908 968500 SH SOLE 933600 0 34900
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