Global Alpha Capital Management Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Global Alpha Capital Management Ltd. reported 57 stock positions worth $1.4 billion. Its top holding was Ormat Technologies (ORA) at 12.1% of the portfolio, followed by Curtiss-Wright (CW, 6.0%) and Limoneira (LMNR, 4.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 40 and reduced 13. The biggest buy was a new position in Sprott (SII) and the biggest sale Eagle Materials (EXP, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001584691
- Portfolio Value
- $1.4B (Q2 2024)
- SEC Filing
- 0001584691-24-000007 ↗ filed Aug 9, 2024
Holdings Value
Holdings 57 stocks · $1.4B
| ORA Ormat Technologies Inc. | 12.11% | 2,305,742 | $166.2M | Add +0.4% |
| CW Curtiss-Wright Corp. | 5.97% | 302,213 | $81.9M | Reduce -14.3% |
| LMNR Limoneira Co. | 4.86% | 3,203,649 | $66.7M | Add +6.5% |
| GMED Globus Medical Inc. Class A | 4.79% | 958,941 | $65.7M | Add +3.4% |
| ACIW Aci Worldwide Inc. | 4.75% | 1,647,728 | $65.2M | Reduce -22.0% |
| RDNT Radnet Inc. | 4.27% | 994,134 | $58.6M | Reduce -2.5% |
| SANM Sanmina Corp. | 3.73% | 772,791 | $51.2M | Add +3.4% |
| FSS Federal Signal Corp. | 3.62% | 593,513 | $49.7M | Reduce -3.8% |
| UMBF Umb Financial Corp. | 3.30% | 542,759 | $45.3M | Add +3.2% |
| FPI Farmland Partners Inc. | 2.62% | 3,119,069 | $36.0M | Add +36.6% |
| DNOW Dnow Inc. | 2.58% | 2,573,526 | $35.3M | Add +3.4% |
| WTFC Wintrust Financial Corp. | 2.55% | 355,053 | $35.0M | Add +3.4% |
| PRAA Pra Group Inc. | 2.53% | 1,766,715 | $34.7M | Add +3.4% |
| CWST Casella Waste Systems Inc. Class A | 2.45% | 338,743 | $33.6M | Add +25.3% |
| RLI Rli Corp. | 2.45% | 238,688 | $33.6M | Add +3.1% |
| ANIP Ani Pharmaceuticals Inc. | 2.45% | 526,950 | $33.6M | Add +34.9% |
| VRNT Verint Systems Inc. | 2.36% | 1,004,703 | $32.4M | Add +3.8% |
| EVR Evercore Inc. Class A | 2.35% | 154,560 | $32.2M | Add +27.5% |
| RUSHA Rush Enterprises Inc. Class A | 2.32% | 759,390 | $31.8M | Add +9.8% |
| ENV Envestnet Inc. | 2.26% | 494,715 | $31.0M | Add +3.7% |
| EXP Eagle Materials Inc. | 2.22% | 140,220 | $30.5M | Reduce -18.7% |
| RYN Rayonier Inc. | 2.13% | 1,005,327 | $29.2M | Add +22.3% |
| HP Helmerich & Payne | 1.96% | 742,191 | $26.8M | Add +3.6% |
| ATNI Atn International Inc. | 1.87% | 1,124,279 | $25.6M | Add +5.8% |
| THRM Gentherm Inc. | 1.86% | 516,173 | $25.5M | Add +42.6% |
| OR Osisko Gold Royalties Ltd. | 1.57% | 1,386,322 | $21.6M | Add +15.8% |
| CLNE Clean Energy Fuels Corp. | 1.37% | 7,043,576 | $18.8M | Add +23.0% |
| DIOD Diodes Inc. | 1.29% | 245,570 | $17.7M | Add +26.9% |
| SII Sprott Inc. | 1.21% | 399,415 | $16.6M | New |
| CSTE Caesarstone Ltd. | 1.08% | 2,971,048 | $14.9M | Reduce -0.3% |
| AAON Aaon Inc. | 1.08% | 170,260 | $14.9M | Reduce -25.9% |
| TITN Titan Machinery Inc. | 1.01% | 871,018 | $13.8M | Add +47.3% |
| IBP Installed Building Products | 0.96% | 64,299 | $13.2M | Reduce -22.1% |
| CCOI Cogent Communications Holdin | 0.93% | 226,513 | $12.8M | Reduce -47.3% |
| DGII Digi International Inc. | 0.93% | 554,650 | $12.7M | Add +4.1% |
| BC Brunswick Corp. | 0.86% | 162,788 | $11.8M | Reduce -18.4% |
| ALTM Arcadium Lithium PLC | 0.43% | 1,775,305 | $6.0M | New |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.24% | 48,420 | $3.3M | Add +48.5% |
| LRN Stride Inc. | 0.21% | 41,150 | $2.9M | Add +0.6% |
| PRMW Primo Water Corp. | 0.20% | 127,700 | $2.8M | Add +0.6% |
| ICFI Icf International Inc. | 0.20% | 18,413 | $2.7M | Add +12.3% |
| PCRX Pacira Biosciences Inc. | 0.18% | 87,300 | $2.5M | Add +15.2% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.18% | 55,331 | $2.5M | Add +11.8% |
| COLD Americold Realty Trust Inc. | 0.18% | 95,539 | $2.4M | Add +15.8% |
| VITL Vital Farms Inc. | 0.17% | 49,979 | $2.3M | Reduce -55.1% |
| BCPC Balchem Corp. | 0.17% | 14,880 | $2.3M | Add +0.5% |
| ZWS Zurn Elkay Water Solutions C | 0.16% | 75,098 | $2.2M | Add +29.7% |
| MWA Mueller Water Products Inc. Class A | 0.16% | 119,980 | $2.2M | Add +14.5% |
| ENS Enersys | 0.16% | 20,597 | $2.1M | Add +7.3% |
| AGM Federal Agric MTG Corp. Class C | 0.14% | 10,360 | $1.9M | Add +0.6% |
| POWI Power Integrations Inc. | 0.13% | 25,075 | $1.8M | Add +22.4% |
| BFAM Bright Horizons Family Solut | 0.10% | 12,618 | $1.4M | Reduce -25.3% |
| ARRY Array Technologies Inc. | 0.09% | 126,400 | $1.3M | Add +12.1% |
| VMI Valmont Industries | 0.09% | 4,290 | $1.2M | Reduce -51.5% |
| AMN Amn Healthcare Services Inc. | 0.07% | 19,200 | $984K | Add +0.5% |
| VCEL Vericel Corp. | 0.05% | 14,592 | $669K | New |
| OPCH Option Care Health Inc. | 0.05% | 23,913 | $662K | New |
Portfolio Sells Q1 2024 → Q2 2024
| EXP Eagle Materials Inc. | Reduce -18.7% | 2.22% | −1.26 |
| CCOI Cogent Communications Holdin | Reduce -47.3% | 0.93% | −1.15 |
| CW Curtiss-Wright Corp. | Reduce -14.3% | 5.97% | −0.74 |
| IBP Installed Building Products | Reduce -22.1% | 0.96% | −0.62 |
| BC Brunswick Corp. | Reduce -18.4% | 0.86% | −0.57 |
| ACIW Aci Worldwide Inc. | Reduce -22.0% | 4.75% | −0.46 |
| AAON Aaon Inc. | Reduce -25.9% | 1.08% | −0.42 |
| FSS Federal Signal Corp. | Reduce -3.8% | 3.62% | −0.27 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.11 |
| RDUS Radius Recycling Inc. Class A | Sold out | 0.00% | −0.09 |
| VMI Valmont Industries | Reduce -51.5% | 0.09% | −0.06 |
| BFAM Bright Horizons Family Solut | Reduce -25.3% | 0.10% | −0.04 |
| VITL Vital Farms Inc. | Reduce -55.1% | 0.17% | −0.02 |
| CSTE Caesarstone Ltd. | Reduce -0.3% | 1.08% | +0.18 |
| RDNT Radnet Inc. | Reduce -2.5% | 4.27% | +0.58 |
Portfolio Buys Q1 2024 → Q2 2024
| SII Sprott Inc. | New | 1.21% | +1.21 |
| GMED Globus Medical Inc. Class A | Add +3.4% | 4.79% | +1.09 |
| ORA Ormat Technologies Inc. | Add +0.4% | 12.11% | +0.84 |
| FPI Farmland Partners Inc. | Add +36.6% | 2.62% | +0.74 |
| EVR Evercore Inc. Class A | Add +27.5% | 2.35% | +0.61 |
| LMNR Limoneira Co. | Add +6.5% | 4.86% | +0.49 |
| CWST Casella Waste Systems Inc. Class A | Add +25.3% | 2.45% | +0.46 |
| ANIP Ani Pharmaceuticals Inc. | Add +34.9% | 2.45% | +0.44 |
| ALTM Arcadium Lithium PLC | New | 0.43% | +0.43 |
| THRM Gentherm Inc. | Add +42.6% | 1.86% | +0.31 |
| SANM Sanmina Corp. | Add +3.4% | 3.73% | +0.28 |
| DIOD Diodes Inc. | Add +26.9% | 1.29% | +0.27 |
| CLNE Clean Energy Fuels Corp. | Add +23.0% | 1.37% | +0.23 |
| ENV Envestnet Inc. | Add +3.7% | 2.26% | +0.20 |
| CVSA Covista Inc. | Add +48.5% | 0.24% | +0.12 |
| OR Osisko Gold Royalties Ltd. | Add +15.8% | 1.57% | +0.11 |
| RYN Rayonier Inc. | Add +22.3% | 2.13% | +0.10 |
| VCEL Vericel Corp. | New | 0.05% | +0.05 |
| OPCH Option Care Health Inc. | New | 0.05% | +0.05 |
| ONT Onterris Inc. | Add +11.8% | 0.18% | +0.04 |
| PRMW Primo Water Corp. | Add +0.6% | 0.20% | +0.03 |
| MWA Mueller Water Products Inc. Class A | Add +14.5% | 0.16% | +0.03 |
| COLD Americold Realty Trust Inc. | Add +15.8% | 0.18% | +0.03 |
| ENS Enersys | Add +7.3% | 0.16% | +0.02 |
| LRN Stride Inc. | Add +0.6% | 0.21% | +0.02 |
| POWI Power Integrations Inc. | Add +22.4% | 0.13% | +0.02 |
| PCRX Pacira Biosciences Inc. | Add +15.2% | 0.18% | +0.02 |
| ZWS Zurn Elkay Water Solutions C | Add +29.7% | 0.16% | +0.02 |
| ICFI Icf International Inc. | Add +12.3% | 0.20% | +0.02 |
| BCPC Balchem Corp. | Add +0.5% | 0.17% | −0.00 |
| AGM Federal Agric MTG Corp. Class C | Add +0.6% | 0.14% | −0.01 |
| AMN Amn Healthcare Services Inc. | Add +0.5% | 0.07% | −0.02 |
| VRNT Verint Systems Inc. | Add +3.8% | 2.36% | −0.03 |
| ARRY Array Technologies Inc. | Add +12.1% | 0.09% | −0.03 |
| TITN Titan Machinery Inc. | Add +47.3% | 1.01% | −0.08 |
| UMBF Umb Financial Corp. | Add +3.2% | 3.30% | −0.10 |
| RLI Rli Corp. | Add +3.1% | 2.45% | −0.11 |
| WTFC Wintrust Financial Corp. | Add +3.4% | 2.55% | −0.11 |
| DNOW Dnow Inc. | Add +3.4% | 2.58% | −0.24 |
| HP Helmerich & Payne | Add +3.6% | 1.96% | −0.29 |
| DGII Digi International Inc. | Add +4.1% | 0.93% | −0.34 |
| RUSHA Rush Enterprises Inc. Class A | Add +9.8% | 2.32% | −0.43 |
| ATNI Atn International Inc. | Add +5.8% | 1.87% | −0.62 |
| PRAA Pra Group Inc. | Add +3.4% | 2.53% | −0.78 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $1.7B | ORA, UMBF, SANM, CVLT, GMED |
| Q1 2026 | 54 | $1.7B | ORA, SANM, UMBF, GMED, DIOD |
| Q4 2025 | 56 | $1.6B | ORA, SANM, UMBF, GMED, AA |
| Q3 2025 | 56 | $1.7B | ORA, SANM, UMBF, SCZ, GMED |
| Q2 2025 | 56 | $1.6B | ORA, SANM, UMBF, GMED, CWST |
| Q1 2025 | 58 | $1.4B | ORA, SANM, LMNR, GMED, UMBF |
| Q4 2024 | 56 | $1.4B | ORA, LMNR, GMED, SANM, UMBF |
| Q3 2024 | 57 | $1.5B | ORA, LMNR, RDNT, ACIW, GMED |
| Q2 2024 | 57 | $1.4B | ORA, CW, LMNR, GMED, ACIW |
| Q1 2024 | 55 | $1.3B | ORA, CW, ACIW, LMNR, FSS |