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Institutional Investment Manager
Walthausen & Co., LLC
Walthausen & Co., LLC (CIK: 0001483339) incorporated in Delaware, located at 2691 Route 9, Suite 102, Malta, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 133 holdings with a total value of $1,367,306,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 EAGLE BANCORP INC MD 606,786 26,674,000 1.95%
2 HORACE MANN EDUCATORS CORP NEW COM 693,245 25,220,000 1.84%
3 BIG LOTS INC COM 545,037 24,521,000 1.79%
4 KINDRED HEALTHCARE INC 1,170,569 23,751,000 1.74%
5 MCGRATH RENTCORP 754,870 22,971,000 1.68%
6 FIRST NIAGARA FINL GP INC 2,361,280 22,290,000 1.63%
7 PRIMERICA INC 476,335 21,764,000 1.59%
8 M/I HOMES INC 839,430 20,709,000 1.51%
9 SEAWORLD ENTERTAINMENT INCORPORATED 1,108,300 20,437,000 1.49%
10 WILSHIRE BANCORP INC 1,578,370 19,935,000 1.46%
11 KAISER ALUMINUM CORP COM PAR $0.01 236,880 19,680,000 1.44%
12 CLIFFS NATURAL RESOURCES INC N/C 8/25/17 185899101 4,544,480 19,678,000 1.44%
13 LSB INDS INC COM 480,107 19,608,000 1.43%
14 VISHAY INTERTECHNOLOGY INC 1,659,106 19,378,000 1.42%
15 UNIFI INC COM NEW 573,469 19,211,000 1.41%
16 CONVERGYS CORP 751,780 19,163,000 1.40%
17 LEXMARK INTL INC 433,007 19,139,000 1.40%
18 FERRO CORP 1,101,850 18,489,000 1.35%
19 STEELCASE INC 955,250 18,064,000 1.32%
20 PIER 1 IMPORTS INC 1,416,020 17,884,000 1.31%
21 WSFS Financial Corp 650,270 17,785,000 1.30%
22 CAMBREX CORP 403,894 17,747,000 1.30%
23 CVB FINL CORP COM 1,003,225 17,667,000 1.29%
24 LAKELAND FINL CORP COM 401,300 17,404,000 1.27%
25 PLY GEM HLDGS INC COM 1,475,640 17,398,000 1.27%
26 INTREPID POTASH INC 1,435,800 17,143,000 1.25%
27 INTERVAL LEISURE GROUP INC 739,780 16,904,000 1.24%
28 AMERICAN VANGUARD CORP COM 1,223,820 16,889,000 1.24%
29 FIRST FINL BANCORP OH COM 932,970 16,737,000 1.22%
30 WINNEBAGO INDS INC COM 700,939 16,535,000 1.21%
31 SOUTHSIDE BANCSHARES INC COM 556,635 16,270,000 1.19%
32 REMY INTL INC NEW 735,530 16,263,000 1.19%
33 MULTI COLOR CORP COM 253,389 16,186,000 1.18%
34 TRUSTCO BK CORP N Y 2,274,548 15,990,000 1.17%
35 COMTECH TELECOMMUNICATIONS C 544,090 15,806,000 1.16%
36 SUPERIOR INDS INTL INC COM 862,945 15,801,000 1.16%
37 TUTOR PERINI CORP 731,480 15,785,000 1.15%
38 NAVIGATORS GROUP INC 202,200 15,683,000 1.15%
39 DIME CMNTY BANCSHARES INC COM 919,285 15,573,000 1.14%
40 BRIGGS & STRATTON CORP 798,240 15,374,000 1.12%
41 CAPELLA EDUCATION 280,140 15,035,000 1.10%
42 COMMUNITY BK SYS INC COM 393,863 14,876,000 1.09%
43 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 937,520 14,419,000 1.05%
44 MATERION CORP COM 406,279 14,321,000 1.05%
45 CITY HLDG CO COM 281,598 13,869,000 1.01%
46 Bryn Mawr Bk Corp 455,573 13,740,000 1.00%
47 ERA GROUP INC COM 664,375 13,606,000 1.00%
48 SYNNEX CORP 182,520 13,359,000 0.98%
49 MODINE MFG CO COM 1,228,471 13,181,000 0.96%
50 MUELLER WTR PRODS INC 1,374,860 12,511,000 0.92%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001483339-15-000010, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.