Tygh Capital Management Reveals Surprising Changes in Q3 vs Q4 13F Holdings|

As the year comes to a close, Tygh Capital Management, Inc. has released a report detailing their 13F holdings for Q3 and Q4 2021. The report shows notable changes in the fund's holdings, which have surprised investors and analysts. In this blog post, we will analyze the report and discuss the most significant changes observed in the fund's holdings.

Introduction

13F filings reveal the stock holdings of institutional investors with at least $100 million in assets under management. These reports are filed with the Securities and Exchange Commission (SEC). Tygh Capital Management, Inc. recently filed its 13F report for Q3 and Q4 2021, which has caught the attention of many investors and analysts. In the following sections, we will delve into the Q3 vs Q4 comparison of Tygh Capital Management's 13F holdings.

Main Body

The report reveals that the fund increased its holdings in ASGN, ONTO, SKY, CVCO, PLNT, FOCS, FN, G, RPD, TSEM, LFUS, TFII.TO, GTLS, SHYF, and VIAV. The most notable change is a 78.6% increase in shares of Fabrinet (FN). Tygh Capital Management also increased its stake in TFI International Inc (TFII.TO) by 42.1% and Skyline Champion Corp (SKY) by 32.7%.

On the other hand, the fund decreased its holdings in ICLR, WAL, CLH, COHU, EXLS, KNSL, LQDT, ASPN, NTRA, SHAK, and COLM, among others. The most significant change is a 67% decrease in shares of Columbia Sportswear Company (COLM). Tygh Capital Management also reduced its stakes in HCI Group Inc (HCI) by 50%, Liquidity Services Inc (LQDT) by 51.6%, and Arrowhead Pharmaceuticals Inc (ARWR) by 27.9%.

Interestingly, Tygh Capital Management completely sold out its holdings in Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI) and Kirby Corporation (KEX) and acquired a new position in Axonics Inc (AXNX).

Conclusion

Tygh Capital Management's Q3 vs Q4 comparison of its 13F holdings reveals some surprising changes. The fund increased its stakes in several companies while decreasing its positions in others. These changes are likely a result of the fund's active management strategy and market conditions. Investors and analysts will continue to monitor Tygh Capital Management's 13F filings to gain insights into the fund's investment activities.