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Holdings (Monthly) Guide ↗

Putnam Small Cap Value Fund

· Putnam Investment Funds
Monthly Holdings $349M AUM 50 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 38 New 28 Added 50 Reduced 21 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Vishay Intertechnology, Inc. 928298108 Feb 2026 99,300 -86,200 $5.2M +48.8% 1.74% EC
2 Cohu, Inc. 192576106 Feb 2026 88,800 -39,000 $4.7M +21.4% 1.58% EC
3 LifeStance Health Group, Inc. 53228F101 Feb 2026 544,409 -49,288 $4.2M -2.3% 1.41% EC
4 IBEX Holdings Ltd. N/A Feb 2026 120,909 -31,091 $3.8M +236.5% 1.29% EC
5 Five Star Bancorp 33830T103 Feb 2026 83,797 -7,000 $3.5M +0.1% 1.19% EC
6 Nicolet Bankshares, Inc. 65406E102 Feb 2026 25,133 -1,700 $3.5M -14.0% 1.19% EC
7 Valmont Industries, Inc. 920253101 Feb 2026 6,720 -160 $3.5M +10.4% 1.18% EC
8 MasterCraft Boat Holdings, Inc. 57637H103 Feb 2026 147,224 -700 $3.4M +6.8% 1.15% EC
9 Covenant Logistics Group, Inc. 22284P105 Feb 2026 81,395 -30,405 $3.2M -1.8% 1.09% EC
10 Magnolia Oil & Gas Corp. 559663109 Feb 2026 116,125 -13,500 $3.2M -11.9% 1.07% EC
11 Diebold Nixdorf, Inc. 253651202 Feb 2026 37,900 -1,800 $3.1M -3.2% 1.04% EC
12 Northrim BanCorp, Inc. 666762109 Feb 2026 124,400 -5,700 $3.1M +0.6% 1.04% EC
13 Metropolitan Bank Holding Corp. 591774104 Feb 2026 33,746 -6,300 $3.0M -10.4% 1.02% EC
14 Axos Financial, Inc. 05465C100 Feb 2026 34,550 -2,900 $3.0M -7.6% 1.01% EC
15 Popular, Inc. 733174700 Feb 2026 20,200 -3,000 $3.0M -4.5% 1.01% EC
16 Permian Resources Corp. 71424F105 Feb 2026 154,437 -62,000 $3.0M -25.0% 1.00% EC
17 Holley, Inc. 43538H103 Feb 2026 1,074,456 -129,800 $2.9M -40.3% 0.99% EC
18 Abacus Global Management, Inc. 00258Y104 Feb 2026 315,599 -51,901 $2.8M -15.5% 0.95% EC
19 Regal Rexnord Corp. 758750103 Feb 2026 13,700 -300 $2.8M -10.7% 0.93% EC
20 Antero Resources Corp. 03674X106 Feb 2026 76,700 -19,900 $2.7M -22.9% 0.92% EC
21 Portland General Electric Co. 736508847 Feb 2026 52,048 -2,600 $2.6M -11.5% 0.88% EC
22 Hudbay Minerals, Inc. 443628102 Feb 2026 89,000 -44,300 $2.6M -31.3% 0.87% EC
23 UMB Financial Corp. 902788108 Feb 2026 19,700 -600 $2.6M +9.9% 0.87% EC
24 SkyWest, Inc. 830879102 Feb 2026 29,600 -1,100 $2.5M -20.7% 0.85% EC
25 Broadstone Net Lease, Inc. 11135E203 Feb 2026 123,700 -9,300 $2.5M -3.0% 0.84% EC
26 Avidbank Holdings, Inc. 05368J103 Feb 2026 78,648 -6,600 $2.4M -1.7% 0.82% EC
27 WillScot Holdings Corp. 971378104 Feb 2026 93,500 -22,900 $2.4M -4.4% 0.81% EC
28 Banc of California, Inc. 05990K106 Feb 2026 111,400 -21,000 $2.1M -12.4% 0.72% EC
29 Valley National Bancorp 919794107 Feb 2026 151,400 -88,300 $2.1M -31.0% 0.70% EC
30 Taylor Morrison Home Corp. 87724P106 Feb 2026 35,450 -18,100 $2.1M -41.2% 0.70% EC
31 Healthcare Realty Trust, Inc. 42226K105 Feb 2026 103,100 -14,500 $2.1M -5.3% 0.69% EC
32 Aviat Networks, Inc. 05366Y201 Feb 2026 114,149 -9,200 $2.0M -34.3% 0.68% EC
33 Academy Sports & Outdoors, Inc. 00402L107 Feb 2026 38,200 -22,300 $2.0M -44.6% 0.68% EC
34 Jefferson Capital, Inc. 47248R103 Feb 2026 118,500 -15,600 $2.0M -27.2% 0.68% EC
35 ConnectOne Bancorp, Inc. 20786W107 Feb 2026 66,624 -17,700 $2.0M -10.4% 0.67% EC
36 Rithm Capital Corp. 64828T201 Feb 2026 211,250 -16,800 $2.0M -14.1% 0.66% EC
37 Commercial Bancgroup, Inc. 20112C106 Feb 2026 65,641 -4,400 $1.9M +4.1% 0.64% EC
38 Third Coast Bancshares, Inc. 88422P109 Feb 2026 49,300 -15,600 $1.9M -26.6% 0.64% EC
39 Wabash National Corp. 929566107 Feb 2026 207,500 -14,100 $1.6M -26.8% 0.55% EC
40 Donnelley Financial Solutions, Inc. 25787G100 Feb 2026 41,000 -8,200 $1.6M -33.5% 0.55% EC
41 Matador Resources Co. 576485205 Feb 2026 25,600 -34,500 $1.4M -55.6% 0.46% EC
42 Codexis, Inc. 192005106 Feb 2026 492,703 -36,497 $1.4M +155.3% 0.46% EC
43 Onity Group, Inc. 675746606 Feb 2026 38,800 -11,400 $1.3M -36.3% 0.45% EC
44 Tutor Perini Corp. 901109108 Feb 2026 18,000 -8,600 $1.3M -35.8% 0.43% EC
45 Columbus McKinnon Corp. 199333105 Feb 2026 72,800 -4,800 $1.2M -21.1% 0.39% EC
46 Vaxcyte, Inc. 92243G108 Feb 2026 20,934 -21,000 $1.1M -58.4% 0.36% EC
47 NWPX Infrastructure, Inc. 667746101 Feb 2026 8,900 -33,600 $1.0M -68.2% 0.35% EC
48 Avidia Bancorp, Inc. 05369T100 Feb 2026 49,640 -5,100 $946K -7.7% 0.32% EC
49 Blue Bird Corp. 095306106 Feb 2026 6,900 -9,400 $468K -50.8% 0.16% EC
50 Realloys, Inc. 75606V101 Feb 2026 49,663 -5,537 $455K -55.4% 0.15% EC