Sapience Investments as of Sept. 30, 2017
Portfolio Holdings for Sapience Investments
Sapience Investments holds 78 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Signet Jewelers SHS (SIG) | 4.7 | $34M | 510k | 66.55 | |
| Michaels Cos Inc/the | 4.1 | $29M | 1.4M | 21.47 | |
| Sterling Bancorp | 3.0 | $22M | 877k | 24.65 | |
| Forum Energy Technolo | 3.0 | $21M | 1.3M | 15.90 | |
| Envision Healthcare | 2.8 | $20M | 447k | 44.95 | |
| Evertec (EVTC) | 2.8 | $20M | 1.2M | 15.85 | |
| TreeHouse Foods (THS) | 2.5 | $18M | 265k | 67.73 | |
| Rsp Permian | 2.4 | $17M | 504k | 34.59 | |
| Outfront Media | 2.4 | $17M | 675k | 25.18 | |
| Texas Capital Bancshares (TCBI) | 2.4 | $17M | 196k | 85.80 | |
| Aspen Insurance Holdings SHS | 2.3 | $17M | 409k | 40.40 | |
| First Hawaiian (FHB) | 2.3 | $17M | 544k | 30.29 | |
| KAR Auction Services (OPLN) | 2.2 | $16M | 330k | 47.74 | |
| Wpx Energy | 2.1 | $15M | 1.3M | 11.50 | |
| Post Holdings Inc Common (POST) | 2.1 | $15M | 168k | 88.27 | |
| Ascena Retail | 2.0 | $14M | 5.9M | 2.45 | |
| Diebold Incorporated | 2.0 | $14M | 619k | 22.85 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.0 | $14M | 230k | 61.50 | |
| Party City Hold | 2.0 | $14M | 1.0M | 13.55 | |
| Oasis Petroleum | 1.7 | $12M | 1.4M | 9.12 | |
| Sally Beauty Holdings (SBH) | 1.7 | $12M | 621k | 19.58 | |
| Bank Of Nt Butterfield&son L Shs New (NTB) | 1.7 | $12M | 328k | 36.64 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 1.6 | $12M | 356k | 32.60 | |
| Wintrust Financial Corporation (WTFC) | 1.6 | $11M | 144k | 78.31 | |
| Air Lease Corp Cl A (AL) | 1.5 | $11M | 251k | 42.62 | |
| Continental Bldg Prods | 1.5 | $11M | 409k | 26.00 | |
| Northwestern Corp Com New (NWE) | 1.5 | $11M | 186k | 56.94 | |
| Genesee & Wyo Cl A | 1.5 | $11M | 143k | 74.01 | |
| Cars (CARS) | 1.5 | $10M | 392k | 26.61 | |
| EnPro Industries (NPO) | 1.4 | $10M | 128k | 80.53 | |
| Redwood Trust (RWT) | 1.4 | $10M | 624k | 16.29 | |
| Ritchie Bros. Auctioneers Inco | 1.4 | $9.9M | 313k | 31.62 | |
| Washington Federal (WAFD) | 1.3 | $9.6M | 286k | 33.65 | |
| Corecivic (CXW) | 1.3 | $9.3M | 346k | 26.77 | |
| Physicians Realty Trust | 1.3 | $9.2M | 521k | 17.73 | |
| Education Rlty Tr Com New | 1.3 | $9.1M | 253k | 35.93 | |
| Bankunited (BKU) | 1.2 | $8.9M | 250k | 35.57 | |
| UMB Financial Corporation (UMBF) | 1.2 | $8.8M | 118k | 74.49 | |
| Actuant Corp Cl A New | 1.1 | $8.2M | 320k | 25.60 | |
| Hain Celestial (HAIN) | 1.1 | $8.2M | 199k | 41.15 | |
| Silgan Holdings (SLGN) | 1.1 | $7.9M | 269k | 29.43 | |
| Cathay General Ban (CATY) | 1.1 | $7.9M | 196k | 40.20 | |
| VeriFone Systems | 1.1 | $7.7M | 378k | 20.28 | |
| Resources Connection (RGP) | 1.1 | $7.6M | 546k | 13.90 | |
| Korn Ferry Intl Com New (KFY) | 1.0 | $7.3M | 186k | 39.43 | |
| Kirby Corporation (KEX) | 1.0 | $7.3M | 111k | 65.95 | |
| Terex Corporation (TEX) | 1.0 | $7.2M | 160k | 45.02 | |
| Integer Hldgs (ITGR) | 0.9 | $6.7M | 131k | 51.15 | |
| Mednax (MD) | 0.9 | $6.7M | 156k | 43.12 | |
| Knight Swift Transn Hldgs In Cl A (KNX) | 0.9 | $6.6M | 159k | 41.55 | |
| Onemain Holdings (OMF) | 0.9 | $6.5M | 231k | 28.19 | |
| First American Financial (FAF) | 0.9 | $6.3M | 127k | 49.97 | |
| Bio Rad Labs Cl A (BIO) | 0.9 | $6.3M | 28k | 222.21 | |
| Hancock Holding Company (HWC) | 0.8 | $5.7M | 118k | 48.45 | |
| Amedisys (AMED) | 0.8 | $5.7M | 101k | 55.96 | |
| Steelcase Cl A (SCS) | 0.8 | $5.5M | 360k | 15.40 | |
| Altra Holdings | 0.7 | $5.4M | 111k | 48.10 | |
| FleetCor Technologies | 0.4 | $2.6M | 17k | 154.77 | |
| Nasdaq Omx (NDAQ) | 0.3 | $2.3M | 29k | 77.58 | |
| Signature Bank (SBNY) | 0.3 | $2.1M | 17k | 128.01 | |
| Aercap Holdings Nv SHS (AER) | 0.3 | $2.1M | 41k | 51.11 | |
| Athene Hldg Cl A | 0.3 | $2.0M | 38k | 53.85 | |
| Weatherford Intl Ord Shs | 0.3 | $1.9M | 420k | 4.58 | |
| Bank of the Ozarks | 0.3 | $1.9M | 39k | 48.04 | |
| Diamondback Energy (FANG) | 0.3 | $1.8M | 19k | 97.98 | |
| Valvoline Inc Common (VVV) | 0.2 | $1.7M | 72k | 23.45 | |
| Iron Mountain (IRM) | 0.2 | $1.7M | 43k | 38.90 | |
| Healthcare Tr Amer Cl A New | 0.2 | $1.6M | 52k | 29.80 | |
| Xl | 0.2 | $1.6M | 40k | 39.45 | |
| Westrock (WRK) | 0.2 | $1.5M | 27k | 56.71 | |
| Ametek (AME) | 0.2 | $1.5M | 23k | 66.04 | |
| American Campus Communities | 0.2 | $1.5M | 35k | 44.16 | |
| Affiliated Managers (AMG) | 0.2 | $1.5M | 8.0k | 189.84 | |
| Reliance Steel & Aluminum (RS) | 0.2 | $1.5M | 20k | 76.18 | |
| Sabre (SABR) | 0.2 | $1.5M | 83k | 18.10 | |
| Us Foods Hldg Corp call (USFD) | 0.2 | $1.4M | 52k | 26.69 | |
| Wabtec Corporation (WAB) | 0.2 | $1.4M | 18k | 75.76 | |
| First Republic Bank/san F (FRCB) | 0.2 | $1.2M | 12k | 104.48 |