Lurking - Small Cap Only

There are also about 60 small caps that I watch. I call small cap under $2 billion in market cap. I try to stay away from market caps under $500 million, but for companies I know, I will go lower. There are about 600 non-financials in this range, so my coverage is about 10%.

Right now my Top 20 Model has only, Jack in the Box, Treehouse Foods, and Titan International. I have only three small caps, and the long-term target should be 6 to10. I need to do more work in this area. That is my #1 goal for 2025, more small caps.

On a clear day, I can make the case that just using the top 20 stocks from this small cap group would make a better portfolio. I still think there is educational value in also looking at mid caps and big caps.

My favorite small caps in order:

1. Oxford Industries

2. MGP Ingredients

3. First Watch Restaurant Group

4. Rogers Corp.

5. Duckhorn Portfolio

6. FIGS

7. SunOpta

8. Ziff Davis

9. Magnite

10. Viad

11. Lindsay

12. Marcus

13. Krispy Kreme

14. Canada Goose

15. Liquidity Services

16. MidWestOne Financial

17. Matrix Services

18. Bowlero

19. Northwest Natural

20. Douglas Dynamics

21. Energy Recovery

22. Carter’s

23. Cable One

24. American Vanguard

25. Calumet

26. Tronox

27. Stepan

28. Blommin Brands

29. Marine Products

30. Driven Brands

31. Unifi

32. EZCORP

33. Great Lakes Dredge

34. European Wax

35. Portillo’s

36. Carriage Services

37. Quest Resource

38. Monro

39. Heidrick Struggles

40. Wabash National

41. Ethan Allen

42. Bloom Energy

43. Phibro Animal Health

44. OneSpa World

45. Duluth Holding

46. Marine Max

47. Lindblad

48. Limoneria

49. Scholastic

50. Sally Beauty

51. Wolverine World Wide

52. Trimas

53. Columbus Mackinnon

54. Clearwater Paper

55. Camping World

56. WK Kellogg

57. Gorman Rupp

58. Viasat

59. Ultra Clean

60. Leggatt &Platt

61. Warby Parker

62. Astec Industries

63. Lovesac

64. Compass Minerals

65. Hillenbrand

66. Patterson

67. Universal

68. Coursera

69. NuScale Power