-----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, WfwzA2scppLsLL4T1aNBNiJ0ymuIQPNL8JuwwpdRGBJyQzxYJmjJTYYUbwrLAWs+ +WHYbdB8biokW0A4eHrsTg== 0000917579-10-000004.txt : 20100512 0000917579-10-000004.hdr.sgml : 20100512 20100512172547 ACCESSION NUMBER: 0000917579-10-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100512 DATE AS OF CHANGE: 20100512 EFFECTIVENESS DATE: 20100512 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: 10825400 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 q1-2010f.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, 2010 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 10, 2010 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: $635,989 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 2842 323000 SH SOLE 310800 0 12200 Aceto Corp COM 004446100 1602 265300 SH SOLE 248500 0 16800 AmSurg Corp COM 03232P405 15040 696600 SH SOLE 670000 0 26600 Assurant COM 04621X108 9283 270000 SH SOLE 270000 0 0 Broadridge Financial COM 11133T103 25744 1204100 SH SOLE 1165600 0 38500 CareFusion Corp COM 14170T101 9647 365000 SH SOLE 365000 0 0 Clearwater Paper COM 18538R103 3866 78500 SH SOLE 73100 0 5400 Cornell Companies COM 219141108 6822 372600 SH SOLE 358200 0 14400 EMS Technologies COM 26873N108 2723 164050 SH SOLE 154450 0 9600 ENSCO International COM 26874Q100 8508 190000 SH SOLE 190000 0 0 Exponent Inc COM 30214U102 8773 307600 SH SOLE 295900 0 11700 FMC Corp COM 302491303 31184 515100 SH SOLE 496000 0 19100 FalconStor Software COM 306137100 2824 811550 SH SOLE 759450 0 52100 First Cash Finl Svcs COM 31942D107 19257 891100 SH SOLE 857000 0 34100 First Mercury Financi COM 320841109 3082 236500 SH SOLE 221700 0 14800 HCC Insurance Holding COM 404132102 20184 731300 SH SOLE 703800 0 27500 Haemonetics Corp COM 405024100 16328 285700 SH SOLE 274600 0 11100 Herley Industries COM 427398102 3838 261800 SH SOLE 247900 0 13900 Innovative Soln & Sup COM 45769N105 3124 495900 SH SOLE 476900 0 19000 Jack Henry & Assoc COM 426281101 17128 711900 SH SOLE 684700 0 27200 John Bean Technologie COM 477839104 17659 1006800 SH SOLE 969800 0 37000 Joy Global COM 481165108 36235 640300 SH SOLE 619700 0 20600 L.B. Foster Company COM 350060109 9170 317400 SH SOLE 305300 0 12100 Laboratory Corp COM 50540R409 14006 185000 SH SOLE 185000 0 0 LifePoint Hospitals COM 53219L109 21668 588400 SH SOLE 566200 0 22200 Lorillard Inc COM 544147101 7524 100000 SH SOLE 100000 0 0 Magellan Health Svcs COM 559079207 21614 497100 SH SOLE 477900 0 19200 NTELOS Holdings COM 67020Q107 10811 607550 SH SOLE 584150 0 23400 Nash Finch Company COM 631158102 10507 312250 SH SOLE 300250 0 12000 Novatel Wireless COM 66987M604 7973 1184700 SH SOLE 1140900 0 43800 Omnicell Inc COM 68213N109 12042 858300 SH SOLE 825500 0 32800 Orbital Sciences COM 685564106 16793 883400 SH SOLE 849600 0 33800 PCTEL, Inc COM 69325Q105 2122 343400 SH SOLE 322000 0 21400 PetSmart, Inc COM 716768106 10227 320000 SH SOLE 320000 0 0 Questcor Pharmaceutic COM 74835Y101 11732 1425500 SH SOLE 1370700 0 54800 RadioShack Corp COM 750438103 9824 434100 SH SOLE 434100 0 0 Red Robin Gourmet Bur COM 75689M101 10624 434700 SH SOLE 417600 0 17100 Rogers Corp COM 775133101 10864 374500 SH SOLE 360600 0 13900 Silicon Laboratories COM 826919102 26657 559200 SH SOLE 540300 0 18900 SkyWest Inc COM 830879102 12996 910100 SH SOLE 876700 0 33400 Spectrum Control Inc COM 847615101 5473 468200 SH SOLE 437000 0 31200 StanCorp Finl Group COM 852891100 18354 385350 SH SOLE 370350 0 15000 Synovis Life Tech COM 87162G105 3987 256700 SH SOLE 240400 0 16300 Teledyne Technologies COM 879360105 18056 437500 SH SOLE 420600 0 16900 Teradata Corp COM 88076W103 11556 400000 SH SOLE 400000 0 0 Twin Disc, Inc COM 901476101 2511 205500 SH SOLE 190200 0 15300 Universal American COM 913377107 6177 401100 SH SOLE 385700 0 15400 VAALCO Energy COM 91851C201 7264 1470500 SH SOLE 1414000 0 56500 Varian Inc COM 922206107 20641 398620 SH SOLE 383220 0 15400 Volterra Semiconducto COM 928708106 7683 306100 SH SOLE 287100 0 19000 White Electronic Desi COM 963801105 4623 660400 SH SOLE 618100 0 42300 World Acceptance COM 981419104 16709 463100 SH SOLE 446700 0 16400 Zep Inc COM 98944B108 20108 919000 SH SOLE 884100 0 34900
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