Form 13-F position report

SHYFT GROUP INC

Reported by Zuckerman Investment Group LLC

Company profile Manager portfolio Source filing
SHYF CUSIP 825698103 Manager CIK 0001423296
Latest reported change

Reported 875,477 shares, down 714 (0.1%) from the prior quarter.

Reported value -3.1%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value 2.76% This manager · Q2 2023
Shares 875,477 Quarter-end amount reported
Reported value $19,313,023 Fair value at quarter end
Consecutive quarters held 13 Through Q2 2023

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.

Manager history

Quarterly position history

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

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2025 Reduced 0 -1,935,036 (-100.0%) 0 $0 2025-11-13
Q2 2025 Added 1,935,036 +523,964 (37.1%) 2.35% $24,265,351 2025-08-15
Q1 2025 Added 1,411,072 +116,186 (9.0%) 1.22% $11,415,575 2025-05-14
Q4 2024 Added 1,294,886 +17,787 (1.4%) 1.42% $14,761,702 2025-02-13
Q3 2024 Added 1,277,099 +17,533 (1.4%) 1.65% $16,027,591 2024-11-13
Q2 2024 Reduced 1,259,566 -50,468 (-3.9%) 1.73% $14,938,453 2024-08-12
Q1 2024 Added 1,310,034 +192,914 (17.3%) 1.84% $16,270,622 2024-05-15
Q4 2023 Reduced 1,117,120 -14,303 (-1.3%) 1.76% $13,651,206 2024-02-14
Q3 2023 Added 1,131,423 +255,946 (29.2%) 2.42% $16,937,402 2023-11-15
Q2 2023 Reduced 875,477 -714 (-0.1%) 2.76% $19,313,023 2023-08-15
Q1 2023 Reduced 876,191 -163,723 (-15.7%) 3.03% $19,933,345 2023-05-12
Q4 2022 Added 1,039,914 +19,877 (1.9%) 4.08% $25,852,262 2023-02-15
Q3 2022 Added 1,020,037 +47,378 (4.9%) 3.91% $20,839,000 2022-11-07
Q2 2022 Added 972,659 +100,468 (11.5%) 3.29% $18,082,000 2022-08-15
Q1 2022 Reduced 872,191 -6,370 (-0.7%) 5.08% $31,495,000 2022-05-16
Q4 2021 Reduced 878,561 -8,980 (-1.0%) 6.69% $43,164,000 2022-02-14
Q3 2021 Reduced 887,541 -90,575 (-9.3%) 5.59% $33,735,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

196 managers reported SHYFT GROUP INC for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 2,485,952 +125,952 < 0.01% $54,840,101 13 qtrs
ALLIANCEBERNSTEIN L P Added 1,862,383 +71,985 0.02% $41,084,169 13 qtrs
VANGUARD GROUP INC Added 1,710,897 +5,624 < 0.01% $37,742,388 13 qtrs
T Rowe Price Investment Management Inc Added 1,603,623 +587,773 0.02% $35,376,000 3 qtrs
GW&K Investment Management LLC Reduced 1,515,819 -14,942 0.32% $33,439,000 13 qtrs
DIMENSIONAL FUND ADVISORS LP Added 1,239,660 +15,627 < 0.01% $27,346,636 13 qtrs
JANUS HENDERSON GROUP PLC Added 1,219,199 +260,755 0.02% $26,895,387 7 qtrs
abrdn plc Reduced 987,556 -508,047 0.05% $21,785,486 11 qtrs
Zuckerman Investment Group LLC This report Reduced 875,477 -714 2.76% $19,313,023 13 qtrs
MORGAN STANLEY Added 718,558 +335,189 < 0.01% $15,851,413 13 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 15, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
875,477
Shared
0
None
0

“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.