0002011250-24-000001.txt : 20240214 0002011250-24-000001.hdr.sgml : 20240214 20240214153543 ACCESSION NUMBER: 0002011250-24-000001 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: QSV Equity Investors LLC CENTRAL INDEX KEY: 0002011250 ORGANIZATION NAME: IRS NUMBER: 812194400 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23897 FILM NUMBER: 24636916 BUSINESS ADDRESS: STREET 1: 29 S WEBSTER ST STREET 2: SUITE 330 CITY: NAPERVILLE STATE: IL ZIP: 60540 BUSINESS PHONE: 844-322-5527 MAIL ADDRESS: STREET 1: 29 S WEBSTER ST STREET 2: SUITE 330 CITY: NAPERVILLE STATE: IL ZIP: 60540 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011250 XXXXXXXX 12-31-2023 12-31-2023 QSV Equity Investors LLC

29 S WEBSTER ST SUITE 330 NAPERVILLE IL 60540

13F HOLDINGS REPORT 028-23897 N Jeff Kautz 630-519-4752 Jeff Kautz Naperville IL 02-14-2024 0 89 102801583 false INFORMATION TABLE 2 QSV_13f-q42023.xml DORMAN PRODS INC COM 258278100 1697477 20351 SH SOLE 20351 0 0 ROLLINS INC COM 775711104 352199 8065 SH SOLE 8065 0 0 LANDSTAR SYS INC COM 515098101 347602 1795 SH SOLE 1795 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 227758 2143 SH SOLE 2143 0 0 TYLER TECHNOLOGIES INC COM 902252105 409339 979 SH SOLE 979 0 0 JONES LANG LASALLE INC COM 48020Q107 282927 1498 SH SOLE 1498 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 417132 1476 SH SOLE 1476 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 548530 2666 SH SOLE 2666 0 0 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2142796 51671 SH SOLE 51671 0 0 SYNOVUS FINL CORP COM NEW 87161C501 316900 8417 SH SOLE 8417 0 0 BANK OZK LITTLE ROCK ARK COM 06417N103 2094903 42041 SH SOLE 42041 0 0 MSA SAFETY INC COM 553498106 298491 1768 SH SOLE 1768 0 0 GLACIER BANCORP INC NEW COM 37637Q105 1797255 43496 SH SOLE 43496 0 0 FB FINL CORP COM 30257X104 1554788 39016 SH SOLE 39016 0 0 CHEMED CORP NEW COM 16359R103 341494 584 SH SOLE 584 0 0 ABM INDS INC COM 000957100 1834141 40913 SH SOLE 40913 0 0 BRADY CORP CL A 104674106 1873150 31916 SH SOLE 31916 0 0 NAPCO SEC TECHNOLOGIES INC COM 630402105 2313314 67542 SH SOLE 67542 0 0 POOL CORP COM 73278L105 324949 815 SH SOLE 815 0 0 GENTEX CORP COM 371901109 334928 10255 SH SOLE 10255 0 0 EVERTEC INC COM 30040P103 1731148 42285 SH SOLE 42285 0 0 INSPERITY INC COM 45778Q107 2144540 18295 SH SOLE 18295 0 0 CSG SYS INTL INC COM 126349109 1451409 27277 SH SOLE 27277 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 584165 4567 SH SOLE 4567 0 0 GETTY RLTY CORP NEW COM 374297109 1727165 59109 SH SOLE 59109 0 0 MEDPACE HLDGS INC COM 58506Q109 2243187 7318 SH SOLE 7318 0 0 TORO CO COM 891092108 323486 3370 SH SOLE 3370 0 0 PRIMERICA INC COM 74164M108 1598138 7767 SH SOLE 7767 0 0 MARKETAXESS HLDGS INC COM 57060D108 304857 1041 SH SOLE 1041 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 373599 1061 SH SOLE 1061 0 0 COHEN & STEERS INC COM 19247A100 1943989 25670 SH SOLE 25670 0 0 NETSTREIT CORP COM 64119V303 1393496 78067 SH SOLE 78067 0 0 EASTGROUP PPTYS INC COM 277276101 359188 1957 SH SOLE 1957 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 265130 970 SH SOLE 970 0 0 CORE LABORATORIES INC COM 21867A105 1448809 82039 SH SOLE 82039 0 0 PAYCOM SOFTWARE INC COM 70432V102 324964 1572 SH SOLE 1572 0 0 EPAM SYS INC COM 29414B104 386542 1300 SH SOLE 1300 0 0 HENRY JACK & ASSOC INC COM 426281101 321591 1968 SH SOLE 1968 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 412077 1813 SH SOLE 1813 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 1712299 49063 SH SOLE 49063 0 0 CF INDS HLDGS INC COM 125269100 281112 3536 SH SOLE 3536 0 0 AMDOCS LTD SHS G02602103 273514 3112 SH SOLE 3112 0 0 AMN HEALTHCARE SVCS INC COM 001744101 925068 12354 SH SOLE 12354 0 0 MGP INGREDIENTS INC NEW COM 55303J106 1274947 12941 SH SOLE 12941 0 0 PREMIER FINANCIAL CORP COM 74052F108 1225842 50865 SH SOLE 50865 0 0 AMER STATES WTR CO COM 029899101 1221849 15193 SH SOLE 15193 0 0 KADANT INC COM 48282T104 1811644 6463 SH SOLE 6463 0 0 SIMULATIONS PLUS INC COM 829214105 1841776 41157 SH SOLE 41157 0 0 RLI CORP COM 749607107 1653750 12423 SH SOLE 12423 0 0 CITIZENS & NORTHN CORP COM 172922106 1159250 51683 SH SOLE 51683 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 1659978 60939 SH SOLE 60939 0 0 GLOBUS MED INC CL A 379577208 834042 15651 SH SOLE 15651 0 0 ALAMO GROUP INC COM 011311107 1895746 9019 SH SOLE 9019 0 0 ADVANCED ENERGY INDS COM 007973100 1624684 14916 SH SOLE 14916 0 0 FORWARD AIR CORP COM 349853101 1332718 21198 SH SOLE 21198 0 0 WD 40 CO COM 929236107 1599139 6689 SH SOLE 6689 0 0 INNOSPEC INC COM 45768S105 1886188 15305 SH SOLE 15305 0 0 U S PHYSICAL THERAPY COM 90337L108 1390953 14934 SH SOLE 14934 0 0 SEACOAST BKG CORP FLA COM NEW 811707801 1299341 45655 SH SOLE 45655 0 0 HORIZON BANCORP INC COM 440407104 1143813 79931 SH SOLE 79931 0 0 ADDUS HOMECARE CORP COM 006739106 1387179 14940 SH SOLE 14940 0 0 HAWKINS INC COM 420261109 1634448 23210 SH SOLE 23210 0 0 POSTAL REALTY TRUST INC CL A 73757R102 1315394 90343 SH SOLE 90343 0 0 PROGRESS SOFTWARE CORP COM 743312100 1676078 30867 SH SOLE 30867 0 0 SHUTTERSTOCK INC COM 825690100 921858 19094 SH SOLE 19094 0 0 PUBMATIC INC COM CL A 74467Q103 1484047 90990 SH SOLE 90990 0 0 POWER INTEGRATIONS INC COM 739276103 1365325 16628 SH SOLE 16628 0 0 INNOVIVA INC COM 45781M101 2172025 135413 SH SOLE 135413 0 0 HELEN OF TROY LTD COM G4388N106 1484997 12292 SH SOLE 12292 0 0 UFP INDUSTRIES INC COM 90278Q108 1583311 12611 SH SOLE 12611 0 0 FIRST AMERN FINL CORP COM 31847R102 1261349 19574 SH SOLE 19574 0 0 GENERAC HLDGS INC COM 368736104 1038702 8037 SH SOLE 8037 0 0 KULICKE & SOFFA INDS INC COM 501242101 1399464 25575 SH SOLE 25575 0 0 EVERCORE INC CLASS A 29977A105 1679540 9819 SH SOLE 9819 0 0 NEXPOINT RESIDENTIAL TR INC COM 65341D102 1322491 38411 SH SOLE 38411 0 0 MALIBU BOATS INC COM CL A 56117J100 1423127 25960 SH SOLE 25960 0 0 AUDIOCODES LTD ORD M15342104 1670693 138417 SH SOLE 138417 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 922973 14478 SH SOLE 14478 0 0 ICF INTL INC COM 44925C103 1400302 10443 SH SOLE 10443 0 0 WALKER & DUNLOP INC COM 93148P102 1878511 16922 SH SOLE 16922 0 0 HANOVER INS GROUP INC COM 410867105 1334163 10988 SH SOLE 10988 0 0 DOXIMITY INC CL A 26622P107 1580923 56381 SH SOLE 56381 0 0 ZIFF DAVIS INC COM 48123V102 1226083 18248 SH SOLE 18248 0 0 EXLSERVICE HOLDINGS INC COM 302081104 1532320 49670 SH SOLE 49670 0 0 MONOLITHIC PWR SYS INC COM 609839105 209419 332 SH SOLE 332 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 218948 1850 SH SOLE 1850 0 0 TRINET GROUP INC COM 896288107 213360 1794 SH SOLE 1794 0 0 NUVEEN FLOATING RATE INCOME COM 67072T108 136255 16576 SH SOLE 16576 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 433092 5103 SH SOLE 5103 0 0