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BARROW HANLEY MEWHINNEY & STRAUSS LLC

Q2 2024 · 13F-HR

BARROW HANLEY MEWHINNEY & STRAUSS LLCholdings as filed

Filed 2024-08-13 · accession 0000313028-24-000035

$29.30B
Reported value
300
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29250N105ENBEnbridge Inc$821.3M2.80%23,083,951CommonSOLE
31620M106FISFidelity National Information$795.3M2.71%10,553,741CommonSOLE
009158106APDAir Products and Chemicals Inc$790.4M2.70%3,062,859CommonSOLE
29364G103ETREntergy Corp$741.1M2.53%6,926,492CommonSOLE
747525103QCOMQUALCOMM Inc$736.1M2.51%3,695,560CommonSOLE
58933Y105MRKMerck & Co Inc$729.4M2.49%5,891,756CommonSOLE
20030N101CMCSAComcast Corp$710.7M2.43%18,147,678CommonSOLE
036752103ELVElevance Health Inc$668.4M2.28%1,233,469CommonSOLE
949746101WMT2Wells Fargo & Co$578.0M1.97%9,732,044CommonSOLE
026874784AIGAmerican International Group I$558.5M1.91%7,522,233CommonSOLE
11135F101AVGOBroadcom Inc$541.3M1.85%337,151CommonSOLE
723484101PNWPinnacle West Capital Corp$533.6M1.82%6,985,619CommonSOLE
G6095L109Aptiv PLC$529.2M1.81%7,515,074CommonSOLE
42809H107HESHess Corp$528.3M1.80%3,581,014CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$512.9M1.75%15,009,959CommonSOLE
92537N108VRTVertiv Holdings Co$512.6M1.75%5,921,235CommonSOLE
406216101HALHalliburton Co$501.9M1.71%14,857,578CommonSOLE
03852U106ARMKAramark$483.1M1.65%14,201,913CommonSOLE
05352A100AVTRAvantor Inc$472.4M1.61%22,280,906CommonSOLE
G5960L103MDTMedtronic PLC$471.5M1.61%5,990,659CommonSOLE
68389X105ORCLOracle Corp$469.5M1.60%3,325,265CommonSOLE
30231G102XOMExxon Mobil Corp$469.3M1.60%4,076,479CommonSOLE
143658300CCL1EURCarnival Corp$466.8M1.59%24,937,916CommonSOLE
46982L108JJacobs Solutions Inc$464.7M1.59%3,326,433CommonSOLE
020002101ALLAllstate Corp/The$464.5M1.59%2,909,442CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$445.6M1.52%13,342,765CommonSOLE
74460D109PSAPublic Storage$434.8M1.48%1,511,441CommonSOLE
536797103LADLithia Motors Inc$429.4M1.47%1,700,893CommonSOLE
718172109PMPhilip Morris International In$414.6M1.42%4,091,723CommonSOLE
G25508105CRHCRH PLC$411.6M1.40%5,489,484CommonSOLE
718546104PSXPhillips 66$397.2M1.36%2,813,579CommonSOLE
517834107LVSLas Vegas Sands Corp$376.1M1.28%8,500,248CommonSOLE
91324P102UNHUnitedHealth Group Inc$356.9M1.22%700,864CommonSOLE
925652109VICIVICI Properties Inc$330.6M1.13%11,543,360CommonSOLE
192446102CTSHCognizant Technology Solutions$329.5M1.12%4,844,882CommonSOLE
G51502105JCIJohnson Controls International$295.5M1.01%4,445,418CommonSOLE
G96629103WTWWillis Towers Watson PLC$294.2M1.00%1,122,475CommonSOLE
285512109EAElectronic Arts Inc$290.9M0.99%2,088,170CommonSOLE
80105N105SNYSanofi SA- ADR$288.4M0.98%5,943,547CommonSOLE
025816109AXPAmerican Express Co$282.6M0.96%1,220,422CommonSOLE
26614N102DDDuPont de Nemours Inc$275.9M0.94%3,427,350CommonSOLE
445658107JBHTJB Hunt Transport Services Inc$269.6M0.92%1,685,068CommonSOLE
171779309CIENCiena Corp$260.1M0.89%5,397,560CommonSOLE
983134107WYNNWynn Resorts Ltd$258.8M0.88%2,891,116CommonSOLE
444859102HUMHumana Inc$254.4M0.87%680,733CommonNONE
G8068L108SNSharkNinja Inc$237.6M0.81%3,161,835CommonSOLE
59522J103MAAMid-America Apartment Communit$234.5M0.80%1,644,322CommonSOLE
81282V100PRKSUnited Parks & Resorts Inc$223.7M0.76%4,119,045CommonSOLE
55261F104MTBM&T Bank Corp$211.6M0.72%1,398,199CommonSOLE
02079K107GOOGAlphabet Inc$209.9M0.72%1,144,221CommonSOLE
00766T100ACMAECOM$206.2M0.70%2,339,185CommonSOLE
74340W103PLDPrologis Inc$203.2M0.69%1,809,480CommonSOLE
02079K305GOOGLAlphabet Inc$198.6M0.68%1,090,039CommonSOLE
651639106NEMNewmont Corp$198.0M0.68%4,728,350CommonNONE
854502101SWKStanley Black & Decker Inc$176.6M0.60%2,210,801CommonSOLE
N00985106AERAerCap Holdings NV$173.4M0.59%1,860,757CommonSOLE
47233W109JEFJefferies Financial Group Inc$169.0M0.58%3,396,255CommonSOLE
05605H100BWXTBWX Technologies Inc$162.2M0.55%1,707,832CommonSOLE
552690109MDUMDU Resources Group Inc$151.8M0.52%6,048,344CommonSOLE
127190304CACICACI International Inc$146.6M0.50%340,880CommonSOLE
498894104KNFKnife River Corp$144.8M0.49%2,064,224CommonSOLE
15189T107CNPCenterPoint Energy Inc$144.6M0.49%4,666,563CommonSOLE
28618M106ESIElement Solutions Inc$143.5M0.49%5,289,741CommonSOLE
595017104MCHPMicrochip Technology Inc$136.1M0.46%1,486,949CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$135.7M0.46%1,861,630CommonSOLE
78410G104SBACSBA Communications Corp$134.7M0.46%686,390CommonSOLE
H1467J104CBChubb Ltd$131.5M0.45%515,622CommonSOLE
72651A207PAGPPlains GP Holdings LP$130.9M0.45%6,956,276CommonSOLE
060505104BACBank of America Corp$127.3M0.43%3,199,698CommonSOLE
229663109CUBECubeSmart$123.2M0.42%2,728,220CommonSOLE
064149107BNSBank of Nova Scotia/The$120.5M0.41%2,634,805CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$114.7M0.39%281,945CommonSOLE
83001A102SIXEURSix Flags Entertainment Corp/D$113.4M0.39%3,422,396CommonSOLE
902973304USBUS Bancorp$111.4M0.38%2,806,629CommonSOLE
872590104TMUST-Mobile US Inc$104.0M0.35%590,050CommonSOLE
83175M205SNNSmith & Nephew PLC- ADR$103.6M0.35%4,181,330CommonSOLE
19247G107COHRCoherent Corp$101.5M0.35%1,400,763CommonSOLE
125523100CICigna Group/The$101.3M0.35%306,364CommonNONE
G0692U109AXSAxis Capital Holdings Ltd$100.1M0.34%1,417,464CommonSOLE
292765104EPACEnerpac Tool Group Corp$90.8M0.31%2,378,598CommonSOLE
47215P106JDJD.com Inc- ADR$89.6M0.31%3,469,296CommonNONE
023586506UHAL/BU-Haul Holding Co$85.8M0.29%1,429,683CommonSOLE
497266106KEXKirby Corp$84.9M0.29%709,182CommonSOLE
393657101GBXGreenbrier Cos Inc/The$80.1M0.27%1,616,767CommonSOLE
M87915274TSEMTower Semiconductor Ltd$77.0M0.26%1,958,981CommonSOLE
83088M102SWKSSkyworks Solutions Inc$76.5M0.26%717,541CommonSOLE
01741R102ATIATI Inc$75.8M0.26%1,366,849CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$75.7M0.26%1,237,567CommonSOLE
483007704KALUKaiser Aluminum Corp$72.7M0.25%826,985CommonSOLE
89679E300TFINTriumph Financial Inc$72.0M0.25%881,323CommonSOLE
G5509L101LIVNLivaNova PLC$71.0M0.24%1,295,190CommonNONE
012653101ALBAlbemarle Corp$70.2M0.24%735,382CommonNONE
45667G103INFNEURInfinera Corp$67.3M0.23%11,057,935CommonSOLE
254543101DIODDiodes Inc$61.2M0.21%851,242CommonSOLE
67103X102OFGOFG Bancorp$59.9M0.20%1,599,769CommonSOLE
374689107ROCKGibraltar Industries Inc$57.9M0.20%844,373CommonSOLE
46429B598INDAiShares MSCI India ETF$56.6M0.19%1,014,507CommonNONE
53803X105LOBLive Oak Bancshares Inc$54.7M0.19%1,560,218CommonSOLE
642045108AESIAtlas Energy Solutions Inc$53.7M0.18%2,696,418CommonSOLE
971378104WSCWillScot Mobile Mini Holdings$51.3M0.18%1,362,586CommonSOLE
67011P100DNOWDNOW Inc$50.8M0.17%3,701,685CommonSOLE
237266101DARDarling Ingredients Inc$50.2M0.17%1,366,263CommonSOLE
489170100KMTKennametal Inc$48.3M0.16%2,051,503CommonSOLE
576690101MTRNMaterion Corp$48.0M0.16%444,003CommonSOLE
37253A103THRMGentherm Inc$46.9M0.16%951,798CommonSOLE
197236102COLBColumbia Banking System Inc$46.3M0.16%2,330,133CommonSOLE
05968L102CIBEURBancolombia SA- ADR$46.1M0.16%1,412,322CommonSOLE
537008104LFUSLittelfuse Inc$46.0M0.16%180,119CommonSOLE
415864107NVRIEnviri Corp$46.0M0.16%5,330,795CommonSOLE
42328H109HLIOHelios Technologies Inc$42.9M0.15%898,419CommonSOLE
458665304TILEInterface Inc$42.5M0.14%2,892,968CommonSOLE
126650100CVSCVS Health Corp$41.4M0.14%701,572CommonSOLE
00922R105ATSG*Air Transport Services Group I$41.1M0.14%2,964,670CommonSOLE
854231107SXIStandex International Corp$41.1M0.14%254,841CommonSOLE
024061103DCHAmerican Axle & Manufacturing$41.1M0.14%5,873,408CommonSOLE
G33856108GSMFerroglobe PLC$40.8M0.14%7,621,112CommonSOLE
G0084W101ADNTAdient PLC$39.9M0.14%1,616,457CommonSOLE
G17977110BURBurford Capital Ltd$39.8M0.14%3,052,748CommonSOLE
405217100HAINHain Celestial Group Inc/The$39.4M0.13%5,698,984CommonSOLE
46625H100JPMJPMorgan Chase & Co$37.5M0.13%185,640CommonSOLE
05278C107ATHMAutohome Inc- ADR$36.0M0.12%1,311,742CommonSOLE
199333105CMCOColumbus McKinnon Corp/NY$35.5M0.12%1,028,946CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$34.0M0.12%640,957CommonSOLE
369550108GDGeneral Dynamics Corp$33.7M0.12%116,241CommonSOLE
238337109PLAYDave & Buster's Entertainment$31.6M0.11%793,767CommonSOLE
127055101CBTCabot Corp$27.6M0.09%300,000CommonSOLE
8676EP108STKLSunOpta Inc$27.3M0.09%5,064,115CommonSOLE
281020107EIXEdison International$23.2M0.08%323,431CommonSOLE
742718109PGProcter & Gamble Co/The$22.7M0.08%137,576CommonSOLE
500754106KHCKraft Heinz Co/The$21.5M0.07%667,154CommonSOLE
60871R209TAPMolson Coors Beverage Co$19.4M0.07%381,182CommonSOLE
60783X104MODVQModivCare Inc$17.9M0.06%683,665CommonSOLE
502431109LHXL3Harris Technologies Inc$17.7M0.06%78,882CommonSOLE
902494103TSNTyson Foods Inc$17.1M0.06%299,458CommonSOLE
665859104NTRSNorthern Trust Corp$17.1M0.06%203,468CommonSOLE
459506101IFFInternational Flavors & Fragra$16.9M0.06%177,727CommonSOLE
559663109MGYMagnolia Oil & Gas Corp$15.1M0.05%596,975CommonSOLE
17243V102CNKCinemark Holdings Inc$14.6M0.05%676,652CommonSOLE
22002T108CDPCOPT Defense Properties$11.2M0.04%447,860CommonSOLE
H8817H100RIGTransocean Ltd$7.1M0.02%1,323,010CommonSOLE
969457100WMBWilliams Cos Inc/The$3.0M0.01%70,379CommonSOLE
89417E109TRVTravelers Cos Inc/The$2.5M0.01%12,483CommonSOLE
478160104JNJJohnson & Johnson$2.2M0.01%14,976CommonSOLE
91913Y100VLOValero Energy Corp$2.1M0.01%13,681CommonSOLE
20825C104COPConocoPhillips$2.0M0.01%17,424CommonSOLE
075887109BDXBecton Dickinson & Co$1.3M0.00%5,391CommonSOLE
75513E101RTXRTX Corp$1.1M0.00%11,376CommonSOLE
343412102FLRFluor Corp$17,2020.00%395CommonSOLE
000957100ABMABM Industries Inc$16,5360.00%327CommonSOLE
90187B804TWOTwo Harbors Investment Corp$16,5260.00%1,251CommonSOLE
163072101CAKECheesecake Factory Inc/The$16,3840.00%417CommonSOLE
014491104ALEXAlexander & Baldwin Inc$15,8750.00%936CommonSOLE
09180C106BJRIBJ's Restaurants Inc$15,7190.00%453CommonSOLE
G4863A108BRSLInternational Game Technology$15,6520.00%765CommonSOLE
25401T603DBRGDigitalBridge Group Inc$15,6450.00%1,142CommonSOLE
505743104LADRLadder Capital Corp$15,6030.00%1,382CommonSOLE
018581108BFHBread Financial Holdings Inc$15,5960.00%350CommonSOLE
69318G106PBFPBF Energy Inc$15,5090.00%337CommonSOLE
G01767105ALKSAlkermes PLC$15,3280.00%636CommonSOLE
014752109ALXAlexander's Inc$15,2900.00%68CommonSOLE
423452101HPHelmerich & Payne Inc$15,2870.00%423CommonSOLE
19239V302CCOICogent Communications Holdings$15,1260.00%268CommonSOLE
12662P108CVICVR Energy Inc$15,0980.00%564CommonSOLE
703395103PDCOEURPatterson Cos Inc$15,0030.00%622CommonSOLE
35243J101FBRTFranklin BSP Realty Trust Inc$14,8680.00%1,180CommonSOLE
92839U206VCVisteon Corp$14,6180.00%137CommonSOLE
500688106KOSKosmos Energy Ltd$14,4590.00%2,610CommonSOLE
89469A104THSTreeHouse Foods Inc$14,3260.00%391CommonSOLE
675232102OIIOceaneering International Inc$14,1490.00%598CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$13,9150.00%1,226CommonSOLE
917047102URBNUrban Outfitters Inc$13,7930.00%336CommonSOLE
5168062058LP1Vital Energy Inc$13,7150.00%306CommonSOLE
14575E105CARSCars.com Inc$13,3960.00%680CommonSOLE
G9001E128LILAKLiberty Latin America Ltd$13,2660.00%1,379CommonSOLE
G2717B108Cushman & Wakefield PLC$13,1980.00%1,269CommonSOLE
69888T207PARRPar Pacific Holdings Inc$13,1300.00%520CommonSOLE
129500104CALCaleres Inc$13,1040.00%390CommonSOLE
749660106RESRPC Inc$13,0810.00%2,093CommonSOLE
880779103TEXTerex Corp$13,0520.00%238CommonSOLE
08986R309BHBiglari Holdings Inc$12,9560.00%67CommonSOLE
67098H104OIO-I Glass Inc$12,9440.00%1,163CommonSOLE
7495271071RGREV Group Inc$12,8930.00%518CommonSOLE
91359E105UHTUniversal Health Realty Income$12,7600.00%326CommonSOLE
505336107LZBLa-Z-Boy Inc$12,7120.00%341CommonSOLE
75574U101RCReady Capital Corp$12,6460.00%1,546CommonSOLE
74965L101RLJRLJ Lodging Trust$12,4610.00%1,294CommonSOLE
22410J106CBRLCracker Barrel Old Country Sto$12,4370.00%295CommonSOLE
024013104AATAmerican Assets Trust Inc$12,3310.00%551CommonSOLE
55272X607MFAMFA Financial Inc$12,3210.00%1,158CommonSOLE
G6359F137NBRNabors Industries Ltd$12,2400.00%172CommonSOLE
698813102PZZAPapa John's International Inc$12,2150.00%260CommonSOLE
235825205DANDana Inc$12,1440.00%1,002CommonSOLE
12621E103CNOCNO Financial Group Inc$12,1140.00%437CommonSOLE
806037107SCSCScanSource Inc$11,7860.00%266CommonSOLE
88337F105ODP1ODP Corp/The$11,7020.00%298CommonSOLE
01748X102ALGTAllegiant Travel Co$11,6530.00%232CommonSOLE
248019101DLXDeluxe Corp$11,4770.00%511CommonSOLE
81617J301WTTRSelect Water Solutions Inc$11,1600.00%1,043CommonSOLE
896522109TRNTrinity Industries Inc$10,9810.00%367CommonSOLE
28852N109EFCEllington Financial Inc$10,6670.00%883CommonSOLE
867892101SHOSunstone Hotel Investors Inc$10,4390.00%998CommonSOLE
35138V102FOXFFox Factory Holding Corp$10,3610.00%215CommonSOLE
042315705ARRARMOUR Residential REIT Inc$10,2910.00%531CommonSOLE
76009N100UPBDUpbound Group Inc$10,2840.00%335CommonSOLE
86881A100SGRYSurgery Partners Inc$10,2060.00%429CommonSOLE
46131B704IVRInvesco Mortgage Capital Inc$9,9600.00%1,063CommonSOLE
74319R101PRGPROG Holdings Inc$9,9180.00%286CommonSOLE
81761L102SVCService Properties Trust$9,9050.00%1,927CommonSOLE
626717102MURMurphy Oil Corp$9,6910.00%235CommonSOLE
G81276100SIGSignet Jewelers Ltd$9,6750.00%108CommonSOLE
G4412G101HLFHerbalife Ltd$9,4240.00%907CommonSOLE
37954A204GMREUSDGlobal Medical REIT Inc$9,3340.00%1,028CommonSOLE
758075402RWTRedwood Trust Inc$9,2810.00%1,430CommonSOLE
10316T104BOXBox Inc$9,2540.00%350CommonSOLE
G36738105FDPFresh Del Monte Produce Inc$9,2210.00%422CommonSOLE
974637100WGOWinnebago Industries Inc$9,2140.00%170CommonSOLE
28035Q102EPCEdgewell Personal Care Co$9,2040.00%229CommonSOLE
74347M108PUMPProPetro Holding Corp$8,9210.00%1,029CommonSOLE
08579X101BRYBerry Corp$8,8050.00%1,363CommonSOLE
16934Q802CIMChimera Investment Corp$8,7720.00%685CommonSOLE
10949T109BRSPBrightSpire Capital Inc$7,7580.00%1,361CommonSOLE
30226D106EXTRExtreme Networks Inc$7,6930.00%572CommonSOLE
90328M107USNAUSANA Health Sciences Inc$7,5100.00%166CommonSOLE
929566107WNCWabash National Corp$7,2290.00%331CommonSOLE
911163103UNFIUnited Natural Foods Inc$6,9040.00%527CommonSOLE
74967R106RMRRMR Group Inc/The$6,8700.00%304CommonSOLE
83545G102SAHSonic Automotive Inc$6,5910.00%121CommonSOLE
21867A105CLBCore Laboratories Inc$6,5540.00%323CommonSOLE
07556Q881BZHBeazer Homes USA Inc$6,4580.00%235CommonSOLE
178587101CIOCity Office REIT Inc$6,4140.00%1,288CommonSOLE
10482B101BHRBraemar Hotels & Resorts Inc$6,3880.00%2,505CommonSOLE
829242106SBGISinclair Inc$6,3050.00%473CommonSOLE
12653C108CNXCNX Resources Corp$6,2690.00%258CommonSOLE
381013101GDENGolden Entertainment Inc$6,2220.00%200CommonSOLE
00081T108ACCOACCO Brands Corp$6,0390.00%1,285CommonSOLE
65340G205NXDTNexPoint Diversified Real Esta$5,7730.00%1,044CommonSOLE
747301109QUADQuad/Graphics Inc$5,7390.00%1,053CommonSOLE
928298108VSHVishay Intertechnology Inc$5,5080.00%247CommonSOLE
649604840ADAMNew York Mortgage Trust Inc$5,3900.00%923CommonSOLE
206787103CNDTConduent Inc$5,3760.00%1,649CommonSOLE
58502B106MDPediatrix Medical Group Inc$5,3080.00%703CommonSOLE
401617105GU9Guess Inc$5,2020.00%255CommonSOLE
094235108BLMNBloomin' Brands Inc$5,1540.00%268CommonSOLE
16208T102CLDTChatham Lodging Trust$5,0950.00%598CommonSOLE
38741L107GPMTGranite Point Mortgage Trust I$4,9420.00%1,664CommonSOLE
919794107VLYValley National Bancorp$4,8440.00%694CommonSOLE
046224101ASTEAstec Industries Inc$4,7460.00%160CommonSOLE
678026105OISOil States International Inc$4,7330.00%1,066CommonSOLE
250565108DBIDesigner Brands Inc$4,0980.00%600CommonSOLE
67623C109OPITQOffice Properties Income Trust$4,0880.00%2,004CommonSOLE
23291C103BOOMDMC Global Inc$3,9220.00%272CommonSOLE
04271T100ARRYArray Technologies Inc$3,7040.00%361CommonSOLE
79546E104SBHSally Beauty Holdings Inc$3,3910.00%316CommonSOLE
00791N102Advantage Solutions Inc$3,3750.00%1,048CommonSOLE
371532102GCOGenesco Inc$3,3620.00%130CommonSOLE
703481101PTENPatterson-UTI Energy Inc$3,2940.00%318CommonSOLE
92214X106VREXVarex Imaging Corp$3,2410.00%220CommonSOLE
Y8564W103Teekay Corp$3,2200.00%359CommonSOLE
00773T101ASIXAdvanSix Inc$3,1630.00%138CommonSOLE
63938C108NAVINavient Corp$3,1010.00%213CommonSOLE
404030108HEESEURH&E Equipment Services Inc$3,0480.00%69CommonSOLE
925550105VIAVViavi Solutions Inc$3,0430.00%443CommonSOLE
75605Y106Anywhere Real Estate Inc$2,9490.00%891CommonSOLE
76118Y104REZIResideo Technologies Inc$2,7190.00%139CommonSOLE
297602104ETDEthan Allen Interiors Inc$2,2310.00%80CommonSOLE
78573M104SABRSabre Corp$2,1170.00%793CommonSOLE
13057Q305CRCCalifornia Resources Corp$2,0760.00%39CommonSOLE
163092109CHGGChegg Inc$2,0730.00%656CommonSOLE
349853101FWRDUSDForward Air Corp$2,0560.00%108CommonSOLE
023139884OSGAmbac Financial Group Inc$1,9230.00%150CommonSOLE
74319N100ACDCProFrac Holding Corp$1,8820.00%254CommonSOLE
39304D102GDOTGreen Dot Corp$1,6820.00%178CommonSOLE
64115T104NTCTNetScout Systems Inc$1,6640.00%91CommonSOLE
87484T108TALOTalos Energy Inc$1,6160.00%133CommonSOLE
G9001E102LILALiberty Latin America Ltd$1,5860.00%165CommonSOLE
05350V106AVNSAvanos Medical Inc$1,3350.00%67CommonSOLE
610236101MNROMonro Inc$1,2650.00%53CommonSOLE
88830M102TWITitan International Inc$9780.00%132CommonSOLE
00164V103AMCXAMC Networks Inc$8500.00%88CommonSOLE
577128101MATWMatthews International Corp$7260.00%29CommonSOLE
866683105SNCYSun Country Airlines Holdings$7160.00%57CommonSOLE
03212B103AMPYAmplify Energy Corp$6980.00%103CommonSOLE
83418M103SEISolaris Oilfield Infrastructur$6780.00%79CommonSOLE
254423106DINDine Brands Global Inc$6520.00%18CommonSOLE
262037104DRQEURDril-Quip Inc$6510.00%35CommonSOLE
131193104CALYTopgolf Callaway Brands Corp$6430.00%42CommonSOLE
74386T105PFSProvident Financial Services I$6310.00%44CommonSOLE
48253L205KLXEKLX Energy Services Holdings I$6290.00%127CommonSOLE
938824109WAFDWaFd Inc$6290.00%22CommonSOLE
00436Q106ACELAccel Entertainment Inc$6260.00%61CommonSOLE
G65431127NENoble Corp PLC$6250.00%14CommonSOLE
55345K10337MMRC Global Inc$5940.00%46CommonSOLE
56155L108TUSKMammoth Energy Services Inc$5510.00%168CommonSOLE
88830R101TITNTitan Machinery Inc$5410.00%34CommonSOLE
82489W107SHLSShoals Technologies Group Inc$5300.00%85CommonSOLE
67018T105NUSNu Skin Enterprises Inc$5270.00%50CommonSOLE
13462K109CWHCamping World Holdings Inc$5180.00%29CommonSOLE
089302103BIGGQBig Lots Inc$3040.00%176CommonSOLE
30034T103G2CEveri Holdings Inc$2440.00%29CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$1350.00%5CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.