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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SEGALL BRYANT & HAMILL, LLC

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001006378-24-000009

Total Value
$5.34B
Positions
301
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1EQUITY COMMONWEALTH2946281024,937,935$93.2M1.75%
2MODINE MFG CO607828100768,482$73.2M1.37%
3SPX TECHNOLOGIES INCSPXC578,110$71.2M1.33%
4MATADOR RESOURCES COMTDR985,639$65.8M1.23%
5KBR INCKBR1,032,569$65.7M1.23%
6REGAL REXNORD CORPRRX358,477$64.6M1.21%
7SILGAN HOLDINGS INCSLGN1,311,434$63.7M1.19%
8BELDEN INCBDC677,457$62.7M1.18%
9REV GROUP INC7495271072,820,253$62.3M1.17%
10AZZ INCAZZ801,172$61.9M1.16%
11VF CORPORATIONVFC3,963,115$60.8M1.14%
12GOODYEAR TIRE AND RUBBER CO3825501014,241,092$58.2M1.09%
13MICROSOFT CORPMSFT137,866$58.0M1.09%
14AZEK CO INC CL A05478C1051,092,608$54.9M1.03%
15SOUTHSTATE CORPSSB638,087$54.3M1.02%
16ICU MEDICAL INCICUI484,635$52.0M0.97%
17ELEMENT SOLUTIONS INC COMESI2,040,494$51.0M0.96%
18ENERSYSENS529,161$50.0M0.94%
19SEACOAST BANKING CORP OF FLORIDASE1,968,067$50.0M0.94%
20QUANEX BUILDING PRODUCTS CORP COM7476191041,228,169$47.2M0.88%
21SUMMIT MATLS INC CL A86614U1001,045,453$46.6M0.87%
22APOGEE ENTERPRISES INC COMAPOG781,709$46.3M0.87%
23GLACIER BANCORP INCGBCI1,141,879$46.0M0.86%
24MERCURY SYS INC COMMRCY1,493,173$44.0M0.83%
25CHORD ENERGY CORPORATIONCHRD246,731$44.0M0.82%
26STAG INDL INC COM85254J1021,129,571$43.4M0.81%
27INGEVITY CORPNGVT899,463$42.9M0.80%
28MURPHY OIL CORPMUR906,227$41.4M0.78%
29NATIONAL BANK HOLDINGS CORPORATION6337071041,106,824$39.9M0.75%
30ALPHABET INC CL CGOOG261,751$39.9M0.75%
31RANGE RESOURCES CORPRRC1,124,733$38.7M0.73%
32TERRENO RLTY CORP88146M101574,617$38.2M0.72%
33ARCBEST CORP COMARCB267,138$38.1M0.71%
34QUANTA SERVICES INC74762E102146,381$38.0M0.71%
35GILDAN ACTIVEWEARGIL1,023,328$38.0M0.71%
36CADENCE BANK12740C1031,275,261$37.0M0.69%
37VISA INC CL AV128,479$35.9M0.67%
38REINSURANCE GROUP OF AMERICA759351604180,032$34.7M0.65%
39SENSIENT TECHNOLOGIES CORPSXT501,727$34.7M0.65%
40DESCARTES SYS GROUP INC COM249906108363,343$33.3M0.62%
41COTY INC COM CL ACOTY2,766,576$33.1M0.62%
42ENSIGN GROUP INCENSG256,339$31.9M0.60%
43NOVO-NORDISK A S ADRNONOF247,353$31.8M0.60%
44HANCOCK WHITNEY COHWCPZ675,670$31.1M0.58%
45PVH CORPPVH218,663$30.7M0.58%
46JP MORGAN CHASE & COVYLD152,453$30.5M0.57%
47LOUISIANA PAC CORPLPX363,464$30.5M0.57%
48COLUMBIA BKG SYS INC1972361021,544,496$29.9M0.56%
49TEXAS ROADHOUSE INCTXRH189,765$29.3M0.55%
50ALKERMES PLCALKS1,082,466$29.3M0.55%
51POLARIS INDUSTRIES INC.PII292,609$29.3M0.55%
52AMERIS BANCORPABCB603,642$29.2M0.55%
53TEXAS CAPITAL BANCSHARES INC88224Q107468,418$28.8M0.54%
54CASELLA WASTE SYS INC CL ACWST286,173$28.3M0.53%
55GALAPAGOS NVGLPGF868,042$28.0M0.52%
56ADAPTHEALTH CORP COMMON STOCKAHCO2,416,067$27.8M0.52%
57STEVEN MADDEN LTD556269108651,142$27.5M0.52%
58COMMUNITY BANK SYSTEM INCCBU570,597$27.4M0.51%
59UNITEDHEALTH GROUP INCORPORATEDUNH55,297$27.4M0.51%
60SERVICENOW INCNOW35,252$26.9M0.50%
61ARES MANAGEMENT CORPORATIONARES-PB201,789$26.8M0.50%
62CHURCHILL DOWNS INCCHDN216,586$26.8M0.50%
63PLEXUS CORPPLXS280,787$26.6M0.50%
64TETRA TECH INCTTEK144,000$26.6M0.50%
65ALLETE INC018522300438,174$26.1M0.49%
66AAR CORPAIR432,525$25.9M0.49%
67GENTHERM INCTHRM448,536$25.8M0.48%
68TJX COMPANIES INC872540109252,282$25.6M0.48%
69ENPRO INC.NPO150,056$25.3M0.47%
70ONTO INNOVATION INCONTO136,487$24.7M0.46%
71MATERION CORP COMMTRN186,970$24.6M0.46%
72EMCOR GROUP INCEME70,218$24.6M0.46%
73ALAMOS GOLD INC NEW COM CL AAGI1,657,053$24.4M0.46%
74HELMERICH & PAYNE INC COMHP574,058$24.1M0.45%
75PNM RESOURCES INC.TXNM638,248$24.0M0.45%
76OGE ENERGY CORPOGE699,587$24.0M0.45%
77APPLE INC.AAPL138,865$23.8M0.45%
78ASTEC INDUSTRIES INC046224101539,267$23.6M0.44%
79AVERY DENNISON CORPAVY105,458$23.5M0.44%
80OREILLY AUTOMOTIVE INC67103H10720,337$23.0M0.43%
81MEDPACE HLDGS INCMEDP55,690$22.5M0.42%
82UNITED CMNTY BKS BLAIRSVLE GA COMUNTCW852,608$22.4M0.42%
83PALO ALTO NETWORKS INCPANW78,921$22.4M0.42%
84ITT INCITT163,684$22.3M0.42%
85JACOBS SOLUTIONS INCJ144,830$22.3M0.42%
86MCKESSON CORPORATIONMCK41,238$22.1M0.41%
87PAPA JOHNS INTL INC698813102318,549$21.2M0.40%
88MONDELEZ INTERNATIONAL INC609207105301,342$21.1M0.40%
89NEOGENOMICS INCNEO1,331,981$20.9M0.39%
90STERIS PLCSTE92,145$20.7M0.39%
91NEW JERSEY RESOURCES CORPNJR477,923$20.5M0.38%
92CRANE COMPANYCR148,873$20.1M0.38%
93GLOBE LIFE INC COMGL-PD172,793$20.1M0.38%
94WESBANCO INCWSBCO667,057$19.9M0.37%
95BIO-TECHNE CORPTECH280,570$19.7M0.37%
96CACI INTERNATIONAL INC12719030451,832$19.6M0.37%
97CARLISLE COMPANIES INCORPORATED14233910048,904$19.2M0.36%
98VAIL RESORTS INCMTN85,198$19.0M0.36%
99MARVELL TECHNOLOGY INCMRVL265,748$18.8M0.35%
100FAIR ISAAC CORP COMFICO14,613$18.3M0.34%
101ENERPAC TOOL GROUP CORP CL A COMEPAC510,414$18.2M0.34%
102MONOLITHIC PWR SYS INC60983910526,855$18.2M0.34%
103VALMONT INDS INC COM92025310176,537$17.5M0.33%
104CIENA CORP COM NEWCIEN352,628$17.4M0.33%
105UNIVERSAL DISPLAY CORPOLED103,046$17.4M0.33%
106GLOBUS MEDICAL INCGMED320,784$17.2M0.32%
107PACIFIC PREMIER BANCORP COM69478X105715,246$17.2M0.32%
108COLUMBUS MCKINNON CORPCMCO380,543$17.0M0.32%
109NOVANTA INCNOVTU97,144$17.0M0.32%
110AMAZON.COM INC.AMZN93,804$16.9M0.32%
111DRIL-QUIP INC262037104744,314$16.8M0.31%
112HAIN CELESTIAL GROUPHAIN2,085,539$16.4M0.31%
113COMFORT SYS USA INC19990810451,358$16.3M0.31%
114DIGITALBRIDGE GROUP INC CL A COMDBRG-PJ844,326$16.3M0.30%
115CCC INTELLIGENT SOLUTIONS HLD COMCCC1,351,288$16.2M0.30%
116CRANE NXT CO COMCXT260,416$16.1M0.30%
117PROGRESS SOFTWARE CORP743312100299,817$16.0M0.30%
118ASML HOLDING N V N Y REGISTRY SHSASMLF16,332$15.8M0.30%
119BERKLEY W R CORPWRB-PH178,749$15.8M0.30%
120MP MATERIALS CORP COM CL AMP1,099,288$15.7M0.29%
121PEDIATRIX MEDICAL GROUP INCMD1,564,670$15.7M0.29%
122UFP Industries IncUFPI127,543$15.7M0.29%
123HAMILTON LANE INC CL AHLNE138,469$15.6M0.29%
124HOULIHAN LOKEY INCHLI121,136$15.5M0.29%
125AGILYSYS INCAGYS183,826$15.5M0.29%
126EAGLE MATERIALS INC26969P10855,969$15.2M0.29%
127SITEONE LANDSCAPE SUPPLY INCSITE86,603$15.1M0.28%
128NATERA INC COMNTRA163,436$14.9M0.28%
129BECTON DICKINSONBDX59,823$14.8M0.28%
130TECHNIPFMC PLCFTI586,234$14.7M0.28%
131GERON CORPORATIONGERN4,448,896$14.7M0.28%
132UNILEVER PLCUNLYF292,000$14.7M0.27%
133CONOCOPHILLIPSCOP113,318$14.4M0.27%
134CONSTELLATION BRANDS INCSTZ52,072$14.2M0.27%
135FIRST INDUSTRIAL REALTY TRUST, INC32054K103268,110$14.1M0.26%
136GENTEX CORPGNTX385,753$13.9M0.26%
137HEALTHPEAK PROPERTIES INCDOC737,409$13.8M0.26%
138KEYSIGHT TECHNOLOGIESKEYS88,119$13.8M0.26%
139CIVITAS RESOURCES INC17888H103179,628$13.6M0.26%
140BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A32,204$13.5M0.25%
141ADVANCED DRAIN SYS INC DEL COM00790R10477,919$13.4M0.25%
142REPUBLIC SERVICES INC76075910069,501$13.3M0.25%
143CASEYS GEN STORES INC COM14752810341,756$13.3M0.25%
144CHEVRON CORP NEW COMCVX84,035$13.3M0.25%
145HUB GROUP INC CL AHUBG301,177$13.0M0.24%
146THERMO FISHER SCIENTIFIC INCTMO21,955$12.8M0.24%
147LITTELFUSE INCLFUS52,592$12.7M0.24%
148KINSALE CAP GROUP INC COM49714P10824,032$12.6M0.24%
149JOHN BEAN TECHNOLOGIES CORPORATIONJBTM119,819$12.6M0.24%
150GUIDEWIRE SOFTWARE INCGWRE107,647$12.6M0.24%
151SPROUT SOCIAL INC COM CL ASPT208,059$12.4M0.23%
152AVISTA CORPAVA346,695$12.1M0.23%
153EMPIRE STATE REALTY TRUST-A2921041061,196,041$12.1M0.23%
154SILICON LABORATORIES INC COMSLAB84,045$12.1M0.23%
155RAMBUS INC DEL COMRMBS195,350$12.1M0.23%
156IRHYTHM TECHNOLOGIES INC COMIRTC102,376$11.9M0.22%
157WNS HOLDINGS LTDG98196101234,900$11.9M0.22%
158DOVER CORPDOV66,924$11.9M0.22%
159GRIFFON CORP COMGFF161,234$11.8M0.22%
160BLUEPRINT MEDICINES CORP09627Y109123,497$11.7M0.22%
161BERRY GLOBAL GROUP INC08579W103193,276$11.7M0.22%
162SURMODICS INC.868873100396,705$11.6M0.22%
163CADENCE DESIGN SYSTEMS INCCDNS37,065$11.5M0.22%
164PERRIGO COMPANY PLCPRGO350,988$11.3M0.21%
165ATKORE INTL GROUP INCATKR59,312$11.3M0.21%
166HOME DEPOT INCHD29,069$11.2M0.21%
167INNOSPEC INCIOSP85,821$11.1M0.21%
168BOX INC CL ABXCAP388,793$11.0M0.21%
169HALOZYME THERAPEUTICS, INC.HALO269,960$11.0M0.21%
170MARSH & MCLENNAN57174810252,933$10.9M0.20%
171ZOETIS INCZTS64,255$10.9M0.20%
172PROCORE TECHNOLOGIES INCPCOR132,142$10.9M0.20%
173VAXCYTE INCPCVX158,021$10.8M0.20%
174ZEBRA TECHNOLOGIES CORP CL AZBRA35,798$10.8M0.20%
175GLOBANT S A COMGLOB52,818$10.7M0.20%
176BOOT BARN HLDGS INC COMBOOT111,720$10.6M0.20%
177RTX CORPORATIONRTX108,868$10.6M0.20%
178CHURCH & DWIGHTCHD101,555$10.6M0.20%
179TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR87403910077,180$10.5M0.20%
180MICROCHIP TECHNOLOGY INC.MCHPP116,153$10.4M0.20%
181BELLRING BRANDS INCBRBR175,400$10.4M0.19%
182GRAPHIC PACKAGING HLDG CO COMGPK353,537$10.3M0.19%
183MAXIMUS INCMMS122,949$10.3M0.19%
184GLAUKOS CORP COMGKOS107,282$10.1M0.19%
185MACOM TECH SOLUTIONS HLDGS INC COM55405Y100104,460$10.0M0.19%
186STEPSTONE GROUP INC COM CL ASTEP278,982$10.0M0.19%
187SIMPSON MANUFACTURING CO INC COM82907310548,328$9.9M0.19%
188NEW YORK TIMES CLASS ANYT228,496$9.9M0.19%
189OPTION CARE HEALTH INC COM NEWOPCH294,007$9.9M0.18%
190CBIZ INC COMCBZ125,457$9.8M0.18%
191ADVANCED ENERGY INDS00797310095,586$9.7M0.18%
192WASTE CONNECTIONS INCWCN55,591$9.6M0.18%
193INSTALLED BLDG PRODS INC45780R10136,937$9.6M0.18%
194CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO446,113$9.5M0.18%
195CACTUS INC AWHD186,441$9.3M0.18%
196PREMIER INC CL APREM420,288$9.3M0.17%
197FIVE9 INCFIVN149,367$9.3M0.17%
198COUSINS PPTYS INC222795502384,673$9.2M0.17%
199HEXCEL CORP428291108126,938$9.2M0.17%
200LAMB WESTON HOLDINGSLW86,690$9.2M0.17%
201SERVICE CORP INTL817565104123,736$9.2M0.17%
202SURGERY PARTNERS INC COMSGRY307,268$9.2M0.17%
203EVERCORE INC CLASS AEVR47,115$9.1M0.17%
204TOPBUILD CORP COMBLD20,570$9.1M0.17%
205JFROG LTDFROG204,741$9.1M0.17%
206ONESPAN INCOSPN770,974$9.0M0.17%
207FIVE BELOW INC COMFIVE49,409$9.0M0.17%
208LAKELAND FINANCIAL CORP511656100134,714$8.9M0.17%
209MORNINGSTAR INCMORN28,935$8.9M0.17%
210DIAMONDBACK ENERGY INCFANG44,918$8.9M0.17%
211BIOCRYST PHARMACEUTICALS INCBCRX1,749,448$8.9M0.17%
212ENCOMPASS HEALTH CORPEHC106,621$8.8M0.17%
213ROPER TECHNOLOGIESROP15,619$8.8M0.16%
214BRIGHT HORIZONS FAM SOL IN DEL COM10919410076,860$8.7M0.16%
215Q2 HLDGS INCQTWO165,409$8.7M0.16%
216ICHOR HOLDINGS LTDICHR222,579$8.6M0.16%
217CBRE GROUPCBRE88,310$8.6M0.16%
218AAON INC COM PAR $0.004AAON96,427$8.5M0.16%
219SUNCOR ENERGY INCSU228,540$8.4M0.16%
220TRANSMEDICS GROUP INC COMTMDX114,028$8.4M0.16%
221CHEMED CORP NEW COMCHE12,815$8.2M0.15%
222SELECTIVE INS GROUP INC81630010774,921$8.2M0.15%
223TIMKEN COTKR93,488$8.2M0.15%
224TREX COMPANY, INC.TREX81,223$8.1M0.15%
225CLEAN HARBORS INCCLH39,849$8.0M0.15%
226BADGER METER INC COMBMI49,566$8.0M0.15%
227INSULET CORPPODD45,797$7.8M0.15%
228FRESHPET INC COMFRPT65,880$7.6M0.14%
229FOX FACTORY HOLDING CORPFOXF146,348$7.6M0.14%
230FRESHWORKS INCFRSH403,838$7.4M0.14%
231VERACYTE INCVCYT323,926$7.2M0.13%
232MONTROSE ENVIRONMENTAL GROUP I COMMEG183,212$7.2M0.13%
233INTERCONTINENTAL HOTELS GROUP SPONSORED ADR45857P80667,576$7.1M0.13%
234WORKIVA INCWK83,884$7.1M0.13%
235SITIME CORP COMSITM75,585$7.0M0.13%
236CLEARFIELD INC COMCLFD225,932$7.0M0.13%
237ALLEGIANT TRAVEL CO COMALGT90,933$6.8M0.13%
238SAIA INCSAIA11,540$6.8M0.13%
239AMERICOLD REALTY TRUST INCCOLD270,548$6.7M0.13%
240INSIGHT ENTERPRISES INC COMNSIT35,592$6.6M0.12%
241KURA SUSHI USA INCKRUS56,666$6.5M0.12%
242MASCO CORPMAS81,177$6.4M0.12%
243AZENTA INC COMAZTA105,835$6.4M0.12%
244BALCHEM CORPORATIONBCPC40,679$6.3M0.12%
245CLEARWATER ANALYTICS HLDGS INCCWAN337,101$6.0M0.11%
246POWER INTEGRATIONS INCPOWI81,193$5.8M0.11%
247INARI MED INC COM45332Y109120,635$5.8M0.11%
248LANDSTAR SYS INCLSTR29,791$5.7M0.11%
249ENDAVA PLC ADSDAVA148,704$5.7M0.11%
250QIAGEN NV SHS NEWQGEN129,411$5.6M0.10%
251GOOSEHEAD INS INC COM CL AGSHD82,715$5.5M0.10%
252UNITED BANKSHARES INCUNTCW152,376$5.5M0.10%
253BANCORP INC DEL COMTBBK162,808$5.4M0.10%
254COMPASS MINERALS INTL INCCOMP345,083$5.4M0.10%
255RBC BEARINGS INCRBC19,757$5.3M0.10%
256LKQ CORPLKQ97,333$5.2M0.10%
257STANDEX INTERNATIONAL CORPORATION85423110728,215$5.1M0.10%
258TYLER TECHNOLOGIES, INC.TYL11,855$5.0M0.09%
259INTER PARFUMS INCINTR34,434$4.8M0.09%
260RUSH ENTERPRISES INC CL ARUSHB89,823$4.8M0.09%
261MODEL N INC607525102163,291$4.6M0.09%
262ISHARES RUSSELL 2000 VALUE INDEX FUND46428763027,489$4.4M0.08%
263VICOR CORP COMVICR111,555$4.3M0.08%
264PDF SOLUTIONS INC COMPDFS121,305$4.1M0.08%
265CARTER INCCRI47,984$4.1M0.08%
266AXONICS INC COM05465P10156,779$3.9M0.07%
267VERICEL CORPVCEL72,851$3.8M0.07%
268TENABLE HLDGS INC COM88025T10267,935$3.4M0.06%
269SOFI TECHNOLOGIES INC COMSOFI454,840$3.3M0.06%
270J & J SNACK FOODS CORPJJSF22,243$3.2M0.06%
271NEUROCRINE BIOSCIENCES INC COMNBIX20,076$2.8M0.05%
272GREEN DOT CORP CL AGDOT293,471$2.7M0.05%
273HUNTSMAN CORPHUN103,131$2.7M0.05%
274ANGIODYNAMICS INCANGO439,241$2.6M0.05%
275ISHARES RUSSELL 200046428765511,282$2.4M0.04%
276NEXTGEN HEALTHCARE INC COM65343C10296,260$2.3M0.04%
277CHOICE HOTELS INTL INC COM16990510616,543$2.1M0.04%
278ITURAN LOCATION AND CONTROL SHSM6158M10473,823$2.1M0.04%
279INTEGRA LIFESCIENCES HLDGS CP COM NEWIART53,393$1.9M0.04%
280PURE STORAGE INC CL A74624M10232,364$1.7M0.03%
281ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY22,000$1.6M0.03%
282VIPSHOP HLDGS LTD SPONSORED ADS AVIPS93,200$1.5M0.03%
283DONALDSON CO INCDCI20,423$1.5M0.03%
284PAGAYA TECHNOLOGIES LTDPGYWW126,400$1.3M0.02%
285FRANCO NEVADA CORPFNV10,550$1.3M0.02%
286PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V10182,200$1.2M0.02%
287ALTERYX INC CL A02156B10324,662$1.2M0.02%
288ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADSASX106,500$1.2M0.02%
289VALE S A ADRVALE94,174$1.1M0.02%
290UNIVERSAL ELECTRONICS913483103112,896$1.1M0.02%
291BAKER HUGHES COBKR30,130$1.0M0.02%
292CEMEX SAB DE CV SPON ADR NEWCXMSF104,100$937,9410.02%
293COLUMBIA SPORTSWEAR COCOLM11,197$908,9720.02%
294WESTERN ALLIANCE BANCORPWAL-PA12,281$788,3170.01%
295PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V40847,700$725,5170.01%
296KT CORP SPONSORED ADRKT49,300$691,1860.01%
297HARMONY GOLD MNG LTD SPONSORED ADRHGMCF66,800$545,7560.01%
298PHREESIA INC COMPHR20,965$501,6920.01%
299YY INC ADS REPCOM CLAJOYY13,500$415,1250.01%
300TIM S A SPNDR ADRTIMB20,900$370,9750.01%
301COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD20440960186,300$213,1610.00%