Tributary Capital Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Tributary Capital Management, LLC, a renowned capital management firm, recently released their Q2 and Q3 2023 13F holdings comparison. This comparison sheds light on the changes in holdings made by the firm during this period. Let's take a deeper look into these changes and their potential implications.

Selective Ins Group Inc (SIGI):

Selective Ins Group Inc saw a 10.1% increase in shares held by Tributary Capital Management, LLC. The value of their holdings also increased from $27,024 to $29,761 in Q3 2023. This positive change indicates the firm's confidence in the company's growth prospects.

ICF International Inc (ICFI):

Tributary Capital Management, LLC slightly increased their holdings in ICF International Inc by 0.9% in Q3 2023. Despite the minor increase, the firm's belief in the company's value is evident. The value of their holdings remained relatively stable at $26,551 in Q3 2023.

Enpro Industries Inc (NPO):

Enpro Industries Inc witnessed a 7.6% increase in shares held by Tributary Capital Management, LLC. However, the value of their holdings decreased from $24,755 to $22,879 in Q3 2023. This decrease is a crucial factor to consider while analyzing the firm's investment strategy.

Integer Holdings Corp (ITGR):

Tributary Capital Management, LLC reduced their holdings in Integer Holdings Corp by 10.2% in Q3 2023. The value of their holdings also declined to $22,539 during this period. This decrease in holdings might suggest a reevaluation of the firm's investment portfolio.

Ollie's Bargain Outlet Holdings (OLLI):

Ollie's Bargain Outlet Holdings experienced a significant 35.8% increase in shares held by Tributary Capital Management, LLC. This increase, accompanied by a rise in the value of their holdings from $16,587 to $22,522 in Q3 2023, highlights the firm's optimism towards the company's performance.

Comfort Systems USA Inc (FIX):

Tributary Capital Management, LLC increased their holdings in Comfort Systems USA Inc by 5.2% in Q3 2023. The value of their holdings also rose from $21,038 to $22,133 during this period. This positive change indicates the firm's confidence in the company's growth prospects.

CSW Industrials Inc (CSWI):

CSW Industrials Inc saw a 6.9% increase in shares held by Tributary Capital Management, LLC. The value of their holdings also increased from $20,584 to $22,012 in Q3 2023. This positive change suggests the firm's belief in the company's potential.

Enersys (ENS):

Tributary Capital Management, LLC reduced their holdings in Enersys by 11.2% in Q3 2023. The value of their holdings also decreased to $21,900 during this period. This decrease in holdings indicates a reassessment of the firm's investment strategy.

Permian Resources Corp (PR):

Permian Resources Corp witnessed an 18.4% decrease in shares held by Tributary Capital Management, LLC. The value of their holdings also declined to $21,593 in Q3 2023. This decrease might signify a shift in the firm's investment focus.

Onto Innovation Inc (ONTO):

Onto Innovation Inc experienced a 7.1% decrease in shares held by Tributary Capital Management, LLC. The value of their holdings also decreased from $23,032 to $21,407 in Q3 2023. This reduction might indicate a change in the firm's investment outlook.

CNX Res Corp COM (CNX):

Tributary Capital Management, LLC slightly decreased their holdings in CNX Res Corp COM by 18.4% in Q3 2023. The value of their holdings also decreased to $21,095 during this period. This decrease suggests a potential reevaluation of the firm's investment strategy.

These are just a few examples of the changes in holdings made by Tributary Capital Management, LLC during Q2 and Q3 2023. It is essential to consider these changes in the context of the overall investment landscape and the firm's investment strategy. The 13F holdings comparison provides valuable insights into the firm's investment decisions and can serve as a reference point for investors seeking to understand Tributary Capital Management, LLC's investment approach.