DENALI ADVISORS LLC — 13F Holdings & Portfolio

CIK 1142941 · latest 13F-HR filed 2026-05-08

DENALI ADVISORS LLC manages $899.7M in 13F-reported U.S. long-equity assets across 307 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.24%), AAPL (3.34%), GOOG (2.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 31 new positions, exited 45, added to 122, and trimmed 96.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$899.7M

Long-equity book

Holdings

307

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+31 / −45 / ↑122 / ↓96

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • HAMILTON INSURANCE GROUP LTD$5.9M +384.9%
  • GREENBRIER COS INC$5.9M +569.5%
  • WORTHINGTON STL INC$3.7M +158.2%
  • MERCURY GENL CORP NEW$3.0M +795.3%
  • SAFEHOLD INC$2.9M +233.0%
Show all 122

Top Trims

  • MICROSOFT CORP-$7.8M -23.2%
  • PHOTRONICS INC-$4.8M -48.2%
  • PREFERRED BK LOS ANGELES CA-$4.0M -83.3%
  • ROBINHOOD MKTS INC-$2.9M -38.6%
  • ALPHABET INC-$2.5M -8.6%
Show all 96

New Positions

  • CHEVRON CORPORATION$3.9M
  • PRIMORIS SVCS CORP$3.5M
  • PROG HOLDINGS INC$3.2M
  • KOPPERS HOLDINGS INC$2.1M
  • NATIONAL HEALTHCARE CORP$2.1M
Show all 31

Exited Positions

  • CONSTELLATION ENERGY CORP$4.5M
  • DNOW INC$3.2M
  • HIGHPEAK ENERGY INC$2.9M
  • HERITAGE INSURANCE HLDGS INC$2.5M
  • WSFS FINL CORP$2.4M
Show all 45
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $38.1M 4.24% 218,566 SH
2 APPLE INC AAPL 037833100 $30.1M 3.34% 118,540 SH
3 ALPHABET INC GOOG 02079K107 $26.5M 2.94% 92,288 SH
4 MICROSOFT CORP MSFT 594918104 $25.8M 2.87% 69,715 SH
5 AMAZON COM INC AMZN 023135106 $17.0M 1.89% 81,586 SH
6 META PLATFORMS INC META 30303M102 $13.6M 1.51% 23,822 SH
7 BROADCOM INC AVGO 11135F101 $12.7M 1.41% 40,984 SH
8 WALMART INC WMT 931142103 $10.3M 1.15% 82,963 SH
9 AT&T INC T 00206R102 $10.3M 1.14% 355,170 SH
10 NETFLIX INC. NFLX 64110L106 $9.9M 1.10% 102,927 SH
11 INGLES MKTS INC IMKTA 457030104 $8.7M 0.97% 96,800 SH
12 COSTCO WHOLESALE CORPORATION COST 22160K105 $8.6M 0.95% 8,619 SH
13 ELI LILLY & CO LLY 532457108 $8.5M 0.95% 9,292 SH
14 MERCHANTS BANCORP IND MBIN 58844R108 $8.4M 0.93% 194,710 SH
15 NORTHERN OIL & GAS INC NOG 665531307 $8.3M 0.93% 285,461 SH
16 CARDINAL HEALTH INC CAH 14149Y108 $8.3M 0.92% 39,216 SH
17 1ST SOURCE CORP SRCE 336901103 $8.3M 0.92% 119,600 SH
18 TESLA INC TSLA 88160R101 $8.2M 0.91% 21,990 SH
19 BANK OF N T BUTTERFIELD & SO NTB G0772R208 $8.1M 0.90% 154,869 SH
20 CABOT CORP CBT 127055101 $8.1M 0.89% 106,919 SH
21 AGNICO EAGLE MINES LTD AEM 008474108 $8.0M 0.89% 39,507 SH
22 NATIONAL BEVERAGE CORP FIZZ 635017106 $8.0M 0.88% 236,519 SH
23 FIRST MERCHANTS CORP FRME 320817109 $7.9M 0.88% 205,200 SH
24 CATHAY GEN BANCORP CATY 149150104 $7.9M 0.88% 159,062 SH
25 OTTER TAIL CORP OTTR 689648103 $7.9M 0.88% 89,909 SH
26 INTERNATIONAL BANCSHARES COR IBOC 459044103 $7.9M 0.88% 117,217 SH
27 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $7.8M 0.87% 53,662 SH
28 1ST FINL BANCORP FFBC 320209109 $7.8M 0.87% 280,700 SH
29 NMI HLDGS INC NMIH 629209305 $7.8M 0.87% 208,300 SH
30 GREIF INC GEF 397624107 $7.8M 0.86% 115,951 SH
31 ALTRIA GROUP INC MO 02209S103 $7.7M 0.86% 117,199 SH
32 RUSH ENTERPRISES INC RUSHA 781846209 $7.7M 0.86% 116,911 SH
33 ENTERPRISE FINL SVCS CORP EFSC 293712105 $7.6M 0.85% 140,800 SH
34 HAMILTON INSURANCE GROUP LTD HG G42706104 $7.5M 0.83% 250,800 SH
35 ENACT HLDGS INC ACT 29249E109 $7.4M 0.83% 182,288 SH
36 GREEN BRICK PARTNERS INC GRBK 392709101 $7.4M 0.82% 114,674 SH
37 TEEKAY TANKERS LTD TNK G8726X106 $7.4M 0.82% 100,690 SH
38 M/I HOMES INC MHO 55305B101 $7.3M 0.81% 59,345 SH
39 FORESTAR GROUP INC FOR 346232101 $7.2M 0.80% 293,991 SH
40 WILLIS LEASE FIN CORP WLFC 970646105 $7.0M 0.77% 40,952 SH
41 GREENBRIER COS INC GBX 393657101 $6.9M 0.77% 131,941 SH
42 F&G ANNUITIES & LIFE INC FG 30190A104 $6.9M 0.77% 273,600 SH
43 CATERPILLAR INC CAT 149123101 $6.9M 0.76% 9,697 SH
44 ARES CAPITAL CORP ARCC 04010L103 $6.8M 0.76% 377,611 SH
45 SANDRIDGE ENERGY INC SD 80007P869 $6.6M 0.74% 407,451 SH
46 COSTAMARE INC CMRE Y1771G102 $6.6M 0.73% 390,777 SH
47 S & T BANCORP INC STBA 783859101 $6.3M 0.71% 151,800 SH
48 CONSENSUS CLOUD SOLUTIONS IN CCSI 20848V105 $6.3M 0.71% 267,184 SH
49 SM ENERGY COMPANY SM 78454L100 $6.3M 0.70% 202,800 SH
50 WASTE MGMT INC DEL WM 94106L109 $6.1M 0.68% 26,726 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $899.7M 307 0001398344-26-008814
2025-12-31 2026-02-03 $901.0M 321 0001398344-26-002053