CIK 767684
DELPHI MANAGEMENT INC /MA/
Institutional 13F holdings & portfolio
Holdings
76
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–76 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WRB | BERKLEY W R CORP | 19K | $1M+ | SH |
| BHB | BAR HARBOR BANKSHARES INC | 44K | $1M+ | SH |
| TOL | TOLL BROTHERS INC COM | 10K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| ARW | ARROW ELECTRS INC COM | 12K | $1M+ | SH |
| ARCC | ARES CAPITAL CORPORATION | 63K | $1M+ | SH |
| SMP | STANDARD MOTOR PRODUCTS INC | 35K | $1M+ | SH |
| SNA | SNAP-ON INC | 4K | $1M+ | SH |
| DHI | D R HORTON INC COM | 9K | $1M+ | SH |
| EG | EVEREST GROUP LTD | 4K | $1M+ | SH |
| TRNO | TERRENO REALTY CORP | 21K | $1M+ | SH |
| EOG | EOG RESOURCES | 12K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 46K | $1M+ | SH |
| EXP | EAGLE MATERIALS INC | 6K | $1M+ | SH |
| KLAC | KLA CORP COM | 974 | $1M+ | SH |
| AZO | AUTOZONE INC | 232 | $500K+ | SH |
| ANF | ABERCROMBIE AND FITCH CO | 6K | $500K+ | SH |
| INCY | INCYTE CORP | 6K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 6K | $100K–$500K | SH |
| TTAM | TITAN AMERICA SA | 28K | $100K–$500K | SH |
| KBR | KBR INC | 11K | $100K–$500K | SH |
| GBDC | GOLUB CAPITAL BDC | 31K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 4K | $100K–$500K | SH |
| PRGS | PROGRESS SOFTWARE CORP | 8K | $100K–$500K | SH |
| URBN | URBAN OUTFITTERS INC | 4K | $100K–$500K | SH |