Form 13-F position report

SHYFT GROUP INC

Reported by JACOBS LEVY EQUITY MANAGEMENT INC

SHYF CUSIP 825698103 Manager CIK 0000884414

Reported 485,692 shares, up 48,039 (11.0%) from the prior quarter.

Reported value 6.0%; share count 11.0% vs. the prior quarter.

Added
% of reported 13F value 0.02% This manager · Q2 2024
Shares 485,692 Quarter-end amount reported
Reported value $5,760,307 Fair value at quarter end
Consecutive quarters held 4 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-09-30 4291749
2023-12-31 3798233
2024-03-31 5435650
2024-06-30 5760307
2024-09-30 7081237
2024-12-31 5518199
2025-03-31 3531576
2025-06-30 3148581
2025-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for SHYFT GROUP INC held by JACOBS LEVY EQUITY MANAGEMENT INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Reduced 0 -251,083 (-100.0%) 0 $0 2025-11-17
Q2 2025 Reduced 251,083 -185,453 (-42.5%) 0.01% $3,148,581 2025-08-14
Q1 2025 Reduced 436,536 -33,498 (-7.1%) 0.01% $3,531,576 2025-05-15
Q4 2024 Reduced 470,034 -94,208 (-16.7%) 0.02% $5,518,199 2025-02-14
Q3 2024 Added 564,242 +78,550 (16.2%) 0.03% $7,081,237 2024-11-14
Q2 2024 Added 485,692 +48,039 (11.0%) 0.02% $5,760,307 2024-08-14
Q1 2024 Added 437,653 +126,832 (40.8%) 0.02% $5,435,650 2024-05-15
Q4 2023 Added 310,821 +24,131 (8.4%) 0.02% $3,798,233 2024-02-14
Q3 2023 New 286,690 +286,690 (0.0%) 0.03% $4,291,749 2023-11-17

Who else reported the position

181 managers reported SHYFT GROUP INC for Q2 2024.

Managers reporting SHYFT GROUP INC in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
PZENA INVESTMENT MANAGEMENT LLC Added 3,243,834 +2,916,101 0.14% $38,471,871 2 qtrs
BlackRock Inc Added 2,734,862 +140,188 < 0.01% $32,435,464 17 qtrs
VANGUARD GROUP INC Reduced 1,744,924 -47,090 < 0.01% $20,694,799 17 qtrs
ALLIANCEBERNSTEIN L P Reduced 1,719,901 -955,599 < 0.01% $20,398,026 17 qtrs
D E Shaw & Co Inc Reduced 1,273,375 -119,589 0.01% $15,102,228 11 qtrs
Zuckerman Investment Group LLC Reduced 1,259,566 -50,468 1.73% $14,938,453 17 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,080,222 -3,472 < 0.01% $12,811,674 17 qtrs
T Rowe Price Investment Management Inc Reduced 1,036,225 -405,300 < 0.01% $12,290,000 7 qtrs
MORGAN STANLEY Added 998,317 +74,281 < 0.01% $11,840,056 17 qtrs
ROYCE & ASSOCIATES LP Added 928,248 +24,796 0.1% $11,009,021 17 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
468,492
Shared
0
None
17,200

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.