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MARTINGALE ASSET MANAGEMENT L P

Q1 2024 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2024-05-14 · accession 0000936944-24-000003

$5.01B
Reported value
800
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 800

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$71.1M1.42%169,036CommonSOLE
02079K305GOOGLAlphabet Inc Class A$67.8M1.35%448,960CommonSOLE
532457108LLYEli Lilly Co$65.1M1.30%83,661CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$62.6M1.25%148,787CommonSOLE
58933Y105MRKMerck and Co Inc$60.5M1.21%458,256CommonSOLE
037833100AAPLApple Inc$59.5M1.19%347,114CommonSOLE
742718109PGProcter & Gamble Co$56.7M1.13%349,399CommonSOLE
478160104JNJJohnson & Johnson$54.9M1.10%347,273CommonSOLE
22160K105COSTCostco Wholesale Corp$53.6M1.07%73,173CommonSOLE
92826C839VVisa Inc$53.6M1.07%191,933CommonSOLE
91324P102UNHUnitedHealth Group Inc$53.1M1.06%107,429CommonSOLE
023135106AMZNAmazon.Com Inc$52.1M1.04%288,733CommonSOLE
461202103INTUIntuit Inc$49.4M0.99%76,027CommonSOLE
17275R102CSCOCisco Systems$48.7M0.97%974,912CommonSOLE
57636Q104MAMastercard Inc Class A$47.0M0.94%97,505CommonSOLE
931142103WMTWalmart Inc$46.9M0.93%778,718CommonSOLE
G1151C101ACNAccenture PLC Ireland$45.9M0.92%132,517CommonSOLE
79466L302CRMSalesforce Com Inc$45.7M0.91%151,786CommonSOLE
92343V104VZVerizon Communications$45.1M0.90%1,073,967CommonSOLE
002824100ABTAbbott Labs$44.1M0.88%387,879CommonSOLE
025816109AXPAmerican Express$43.8M0.87%192,575CommonSOLE
30303M102METAMeta Platforms Inc$43.0M0.86%88,569CommonSOLE
127387108CDNSCadence Design System$42.8M0.85%137,358CommonSOLE
713448108PEPPepsico Inc$42.5M0.85%242,783CommonSOLE
30231G102XOMExxon Mobil Corp$42.2M0.84%362,919CommonSOLE
036752103ELVElevance Health Inc$40.8M0.81%78,685CommonSOLE
94106L109WMWaste Management Inc$40.7M0.81%191,005CommonSOLE
00724F101ADBEAdobe Inc$40.3M0.80%79,805CommonSOLE
191216100KOCoca Cola Co$40.2M0.80%657,840CommonSOLE
760759100RSGRepublic Services Inc$39.2M0.78%204,866CommonSOLE
58155Q103MCKMcKesson Corp$38.2M0.76%71,170CommonSOLE
872590104TMUST-Mobile US Inc$37.9M0.76%232,300CommonSOLE
68389X105ORCLOracle Systems Corp$37.9M0.76%301,712CommonSOLE
00287Y109ABBVAbbVie Inc$37.8M0.75%207,448CommonSOLE
H1467J104CBChubb Ltd$36.8M0.73%141,921CommonSOLE
718172109PMPhilip Morris Int'l$36.2M0.72%394,692CommonSOLE
00206R102TAT&T$36.1M0.72%2,048,385CommonSOLE
501044101KRKroger Co$35.7M0.71%625,207CommonSOLE
11135F101AVGOBroadcom Inc$35.5M0.71%26,775CommonSOLE
776696106ROPRoper Technologies Inc$35.2M0.70%62,691CommonSOLE
194162103CLColgate Palmolive Co$34.6M0.69%384,468CommonSOLE
285512109EAElectronic Arts Inc$34.6M0.69%260,575CommonSOLE
147528103CASYCaseys General Stores Inc$34.3M0.68%107,747CommonSOLE
459200101IBMIntl Business Machines$34.1M0.68%178,482CommonSOLE
539830109LMTLockheed Martin Corp$33.9M0.68%74,549CommonSOLE
125523100CICigna Group$33.8M0.67%93,043CommonSOLE
02209S103MOAltria Group Inc$33.6M0.67%770,561CommonSOLE
81762P102NOWServiceNow Inc$33.0M0.66%43,344CommonSOLE
G02602103DOXAmdocs Ltd Ord$32.3M0.64%357,460CommonSOLE
052769106ADSKAutodesk Inc$31.8M0.63%122,073CommonSOLE
437076102HDHome Depot$31.7M0.63%82,675CommonSOLE
883203101TXTTextron Inc$31.7M0.63%330,299CommonSOLE
540424108LLoew's Corp$31.2M0.62%398,359CommonSOLE
494368103KMBKimberly-Clark$30.8M0.61%237,920CommonSOLE
693718108PCARPaccar Inc$30.6M0.61%246,682CommonSOLE
184496107CLHClean Harbor Inc$30.4M0.61%151,160CommonSOLE
580135101MCDMcDonald's Corp$30.3M0.60%107,400CommonSOLE
89417E109TRVTravelers Corp$30.3M0.60%131,446CommonSOLE
053015103ADPAutomatic Data Processing$29.9M0.60%119,655CommonSOLE
369550108GDGeneral Dynamics$29.7M0.59%105,127CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$29.3M0.58%69,988CommonSOLE
457187102INGRIngredion Intl$28.7M0.57%245,695CommonSOLE
626755102MUSAMurphy USA Inc Co$28.5M0.57%67,975CommonSOLE
G3421J106FERG1GBXFerguson PLC$28.4M0.57%129,917CommonSOLE
75886F107REGNRegeneron Pharm$28.4M0.57%29,462CommonSOLE
416515104HIGHartford Finl Services$28.2M0.56%274,065CommonSOLE
G3223R108EGEverest Re Group$28.2M0.56%71,029CommonSOLE
14149Y108CAHCardinal Health Inc$28.2M0.56%252,093CommonSOLE
031162100AMGNAmgen Inc$28.1M0.56%98,790CommonSOLE
570535104MKLMarkel Group Inc$28.0M0.56%18,394CommonSOLE
98978V103ZTSZoetis Inc$28.0M0.56%165,263CommonSOLE
446413106HIIHuntington Ingalls Ind$27.9M0.56%95,718CommonSOLE
12503M108CBOECBOE Holdings Inc$27.0M0.54%147,203CommonSOLE
60855R100MOHMolina Healthcare$26.7M0.53%64,946CommonSOLE
666807102NOCNorthrop Grumman Corp$26.4M0.53%55,051CommonSOLE
833034101SNASnap-On Inc$26.3M0.53%88,860CommonSOLE
759351604RGAReinsurance Grp of America$26.2M0.52%135,928CommonSOLE
29084Q100EMEEmcor Group Inc$25.5M0.51%72,895CommonSOLE
110122108BMYBristol Myers Squibb$25.3M0.50%466,827CommonSOLE
16359R103CHEChemed Corp$25.1M0.50%39,061CommonSOLE
233331107DTEDTE Energy Company$24.1M0.48%215,200CommonSOLE
744573106PEGPublic Service Ent$24.0M0.48%359,402CommonSOLE
46625H100JPMJP Morgan Chase & Co$23.4M0.47%117,018CommonSOLE
571748102MRSHMarsh & McLennan$23.4M0.47%113,535CommonSOLE
375558103GILDGilead Sciences Inc$23.1M0.46%314,891CommonSOLE
03073E105CORCencora Inc$22.5M0.45%92,571CommonSOLE
166764100CVXChevron Corp$22.4M0.45%142,128CommonSOLE
445658107JBHTHunt (JB) Transport$22.4M0.45%112,486CommonSOLE
15135B101CNCCentene Corp$22.3M0.45%284,714CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$22.2M0.44%94,467CommonSOLE
231561101CWCurtiss Wright Corp$21.8M0.43%85,110CommonSOLE
747525103QCOMQualcomm Inc$21.8M0.43%128,591CommonSOLE
562750109MANHManhattan Assoc$21.4M0.43%85,604CommonSOLE
29364G103ETREntergy Corp$21.2M0.42%200,583CommonSOLE
87162W100SNXTD Synnex Corp$21.0M0.42%186,025CommonSOLE
315616102FFIVF5 Networks$20.9M0.42%110,409CommonSOLE
808625107SAICScience Applications Intl Corp$20.8M0.42%159,615CommonSOLE
257651109DCIDonaldsons Inc$19.9M0.40%266,165CommonSOLE
88162G103TTEKTetra Tech Inc$19.7M0.39%106,891CommonSOLE
20030N101CMCSAComcast Corp$19.0M0.38%437,153CommonSOLE
56585A102MPCMarathon Petroleum$18.7M0.37%92,662CommonSOLE
237194105DRIDarden Restaurants$18.6M0.37%111,347CommonSOLE
127190304CACICACI Int'l Cl A$18.6M0.37%48,969CommonSOLE
670837103OGEOGE Energy Company$18.5M0.37%540,430CommonSOLE
64110D104NTAPNetapp Inc$18.1M0.36%172,876CommonSOLE
G4705A100ICLRIcon PLC$18.1M0.36%53,993CommonSOLE
718546104PSXPhillips 66$18.1M0.36%110,534CommonSOLE
651587107NEUNewmarket Corp$17.7M0.35%27,894CommonSOLE
G0692U109AXSAxis Capital Holdings$17.4M0.35%268,350CommonSOLE
040413106ANETEURArista Networks Inc$17.3M0.34%59,539CommonSOLE
209115104EDConsolidated Edison$16.6M0.33%182,439CommonSOLE
515098101LSTRLandstar Sys Inc$16.6M0.33%85,933CommonSOLE
N72482149Qiagen NV ord (new)$16.2M0.32%376,082CommonSOLE
38526M106LOPEGrand Canyon Education Inc$15.8M0.32%116,055CommonSOLE
084423102WRBWR Berkley Corp$15.3M0.31%172,949CommonSOLE
98389B100XELXcel Energy Inc$15.2M0.30%283,388CommonSOLE
553530106MSMMSC Indl Direct Inc$15.2M0.30%156,537CommonSOLE
29261A100EHCEncompass Health Corp$14.6M0.29%177,030CommonSOLE
525327102LDOSLeidos Holdings Inc$14.5M0.29%110,258CommonSOLE
620076307MSIMotorola Solutions Inc$14.2M0.28%39,889CommonSOLE
00508Y102AYIAcuity Brands Inc$14.2M0.28%52,670CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$13.9M0.28%150,848CommonSOLE
871607107SNPSSynopsys Inc$13.6M0.27%23,874CommonSOLE
882681109TXRHTexas Roadhouse Inc$13.2M0.26%85,674CommonSOLE
064058100BKBank of NY Mellon Corp$12.6M0.25%219,010CommonSOLE
09062X103BIIBBiogen Inc$12.4M0.25%57,592CommonSOLE
651639106NEMNewmont Corp$12.3M0.25%343,607CommonSOLE
053332102AZOAutozone Inc$11.9M0.24%3,788CommonSOLE
013091103ACIAlbertsons Companies$11.4M0.23%533,412CommonSOLE
98980L101ZNGAZoom Video Communications Inc$11.2M0.22%171,421CommonSOLE
91307C102UTHRUnited Therapeutics$11.1M0.22%48,303CommonSOLE
780287108RGLDRoyal Gold Inc$10.9M0.22%89,585CommonSOLE
12514G108CDWCDW Corporation$10.8M0.22%42,289CommonSOLE
701094104PHParker Hannifin$10.3M0.20%18,454CommonSOLE
482480100KLACKLA-Tencor Corp$10.2M0.20%14,650CommonSOLE
427866108HSYHershey Foods$10.2M0.20%52,275CommonSOLE
871829107SYYSysco Corp$9.8M0.20%120,640CommonSOLE
16411R208LNGCheniere Energy Inc$9.6M0.19%59,304CommonSOLE
46266C105IQVIqvia Holdings Inc$8.5M0.17%33,672CommonSOLE
69370C100PTCPTC Inc Co$8.3M0.17%43,859CommonSOLE
502431109LHXL3-Harris Technologies$8.2M0.16%38,571CommonSOLE
67066G104NVDANvidia Corp$8.2M0.16%9,032CommonSOLE
126117100CNACNA Finl Corp$7.8M0.16%172,053CommonSOLE
98138H101WDAYWorkday Inc Cl A$7.8M0.16%28,571CommonSOLE
172908105CTASCintas Corp$7.5M0.15%10,981CommonSOLE
H11356104BGBunge Global SA$7.5M0.15%73,224CommonSOLE
403949100DINOHF Sinclair Corp$7.3M0.15%120,735CommonSOLE
831865209AOSSmith A O$7.1M0.14%79,403CommonSOLE
784117103SEICSEI Investments Company$7.0M0.14%97,113CommonSOLE
743315103PGRProgressive Corp$6.8M0.14%33,052CommonSOLE
37959E102GLGlobe Life Inc$6.5M0.13%56,220CommonSOLE
09857L108BKNGBooking Holdings Inc$6.2M0.12%1,698CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$5.9M0.12%67,604CommonSOLE
G9618E107WTMWhite Mtns Ins Group$5.8M0.12%3,255CommonSOLE
91913Y100VLOValero Energy Corp$5.8M0.12%34,058CommonSOLE
G3198U102ESNTEssent Group Ltd$5.6M0.11%93,729CommonNONE
67103H107ORLYOReilly Automotive$5.6M0.11%4,933CommonSOLE
624756102MLIMueller Industries$5.4M0.11%99,737CommonNONE
20825C104COPConocoPhillips$5.3M0.11%41,977CommonSOLE
860630102SFStifel Finl Corp$5.3M0.11%68,136CommonSOLE
298736109EEFTEuronet Worldwide Inc.$5.2M0.10%47,697CommonSOLE
444859102HUMHumana Inc$5.2M0.10%15,085CommonSOLE
90278Q108UFPIUFP Industries Inc$5.2M0.10%42,184CommonNONE
438516106HONHoneywell Int'l Inc$5.2M0.10%25,143CommonSOLE
912008109USFDUS Foods Hldgs Corp$5.1M0.10%94,096CommonSOLE
G4474Y214JHGJanus Henderson Grp$5.0M0.10%153,349CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$5.0M0.10%80,953CommonNONE
09739D100BCCBoise Cascade$4.9M0.10%32,030CommonNONE
88579Y101MMM3M Company$4.9M0.10%46,049CommonSOLE
172755100CRUSCirrus Logic Corp$4.8M0.10%52,205CommonSOLE
075887109BDXBecton Dickinson & Co$4.8M0.10%19,334CommonSOLE
733174700BPOPPopular Inc Common$4.7M0.09%53,586CommonSOLE
83088M102SWKSSkyworks Solutions$4.7M0.09%43,090CommonSOLE
45841N107IBKRInteractive Brokers Grp$4.6M0.09%41,597CommonSOLE
78467J100SSNCSS&C Technologies Hldgs$4.6M0.09%72,107CommonSOLE
292562105WIREEUREncore Wire Common Stk$4.6M0.09%17,364CommonNONE
521865204LEALear Corporation$4.4M0.09%30,189CommonSOLE
204166102CVLTCommvault System Inc$4.3M0.09%42,699CommonNONE
64125C109NBIXNeurocrine Biosciences Inc$4.3M0.09%31,037CommonSOLE
71377A103PFGCPerformance Food Group$4.3M0.09%57,188CommonSOLE
29977A105EVREvercore Partners Inc Cl A$4.2M0.08%21,660CommonSOLE
008252108AMGAffiliated Managers$4.1M0.08%24,672CommonSOLE
40412C101HCAHCA Healthcare Inc$4.1M0.08%12,247CommonSOLE
90384S303ULTAUlta Salon Cosmetics$4.0M0.08%7,709CommonSOLE
018522300AEBAAllete Inc$4.0M0.08%66,757CommonNONE
500643200KFYKorn/Ferry Int'l$3.9M0.08%59,000CommonNONE
811543107SEBSeaboard Corp$3.9M0.08%1,196CommonSOLE
29275Y102ENSEnersys$3.8M0.08%40,529CommonNONE
629209305NMIHNMI Holdings$3.8M0.08%117,111CommonNONE
880345103TNCTennant Co$3.8M0.08%31,119CommonNONE
737446104POSTPost Holdings Inc$3.7M0.07%35,008CommonSOLE
36251C103GMS1EURGMS Inc$3.7M0.07%38,211CommonNONE
12572Q105CMECME Group Inc$3.7M0.07%17,021CommonSOLE
020002101ALLAllstate Corp$3.6M0.07%20,874CommonSOLE
03820C105AITApplied Industrial Tech Inc$3.5M0.07%17,725CommonSOLE
374689107ROCKGibraltar Industries$3.5M0.07%43,167CommonNONE
294268107PLUSEplus Inc com$3.5M0.07%44,083CommonNONE
Y8565N300TNKTeekay Tankers Ltd Cl A$3.4M0.07%57,926CommonNONE
034164103ANDEAndersons Inc$3.4M0.07%58,538CommonNONE
550021109LULULululemon Athletica$3.4M0.07%8,589CommonSOLE
85208M102SFMSprouts Farmers Mkts$3.3M0.07%51,734CommonSOLE
294628102HP5AEquity Commonwealth$3.2M0.06%170,576CommonNONE
G3922B107GGenpact Limited$3.2M0.06%96,759CommonSOLE
402635502GPORGulfport Energy Corp$3.1M0.06%19,565CommonNONE
00191U102EFORASGN Inc$3.1M0.06%29,646CommonSOLE
29358P101ENSGEnsign Group Inc Com$3.1M0.06%24,719CommonSOLE
67103X102OFGOFG Bancorp$3.1M0.06%83,205CommonNONE
21871N101CXWCorecivic Inc$3.1M0.06%195,929CommonNONE
45765U103NSITInsight Enterprises Inc$3.0M0.06%16,068CommonSOLE
615394202MOG/AMoog Inc Cl A$3.0M0.06%18,660CommonSOLE
03783C100APPFAppfolio Inc$3.0M0.06%12,017CommonSOLE
254543101DIODDiodes Inc$3.0M0.06%41,939CommonNONE
80689H102SNDRSchneider National$3.0M0.06%130,510CommonSOLE
Y41053102INSWIntl Seaways Inc$2.9M0.06%54,933CommonNONE
03784Y200APLEApple Hospitality REIT$2.9M0.06%177,903CommonNONE
49338L103KEYSKeysight Technologies$2.9M0.06%18,540CommonSOLE
781846209RUSHARush Enterprises$2.9M0.06%54,166CommonSOLE
816300107SIGISelective Ins Group Inc$2.9M0.06%26,277CommonSOLE
006739106ADUSAddus Homecare Corp Co$2.8M0.06%27,509CommonNONE
70202L102PSNParsons Corp$2.8M0.06%33,964CommonSOLE
33768G107FCFSFirst Cash Finl Services$2.8M0.06%21,934CommonSOLE
057665200BCPCBalchem Corp$2.8M0.06%17,976CommonSOLE
147448104CWSTCasella Waste Systems$2.7M0.05%27,778CommonSOLE
092113109BKHBlack Hills Corp$2.7M0.05%50,237CommonNONE
74758T303QLYSQualys Inc$2.7M0.05%16,129CommonSOLE
124805102CBZCBIZ Inc$2.7M0.05%34,275CommonSOLE
G3075P101ESGRUSDEnstar Group Ltd$2.7M0.05%8,628CommonSOLE
086516101BBYBest Buy Inc$2.7M0.05%32,646CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.7M0.05%36,837CommonSOLE
942749102WTSWatts Water Technologies$2.7M0.05%12,548CommonSOLE
969904101WSMWilliams-Sonoma Inc$2.7M0.05%8,352CommonSOLE
50540R409LSILab Corp of American Holding$2.6M0.05%12,006CommonSOLE
31428X106FDXFedex Corporation$2.6M0.05%9,017CommonSOLE
689648103OTTROtter Tail Power Company$2.6M0.05%30,057CommonSOLE
72147K108PPCPilgrims Pride Corp$2.6M0.05%75,605CommonSOLE
69351T106PPLPPL Corporation$2.6M0.05%93,879CommonSOLE
000361105AIRAAR Corp$2.6M0.05%43,065CommonNONE
293712105EFSCEnterprise Finl Services$2.6M0.05%63,555CommonNONE
74167P108BCBUSDPrimo Water Corp$2.6M0.05%141,399CommonSOLE
71363P106PRDOPerdoceo Ed Corp$2.6M0.05%145,373CommonNONE
719405102PLABPhotronic Inc$2.5M0.05%89,943CommonNONE
513847103MZTILancaster Colony Corp$2.5M0.05%12,257CommonSOLE
353514102FELEFranklin Electric Co$2.5M0.05%23,698CommonSOLE
011642105ALRMAlarmCom Holdings Inc$2.5M0.05%34,920CommonSOLE
466313103JBLJabil Inc$2.5M0.05%18,793CommonSOLE
92645B103VCTRVictory Capital Holdings$2.5M0.05%59,311CommonNONE
705573103PEGAPegasystems Inc$2.5M0.05%38,783CommonSOLE
126408103CSXCSX Corp$2.5M0.05%67,456CommonSOLE
191098102COKECoca Cola Bottling Co$2.5M0.05%2,949CommonSOLE
806037107SCSCScansource Inc$2.5M0.05%56,479CommonNONE
405024100HAEHaemonetics Corp$2.5M0.05%29,080CommonSOLE
68235P108OGSOne Gas Inc$2.5M0.05%38,305CommonNONE
29249E109ACTEnact Holdings inc$2.5M0.05%79,002CommonNONE
577933104MMSMaximus Inc$2.4M0.05%29,186CommonSOLE
86333M108LRNStride Inc$2.4M0.05%38,643CommonSOLE
346232101FORForestar Group Inc$2.4M0.05%60,596CommonNONE
671044105OSISOsi Systems$2.4M0.05%17,007CommonSOLE
589400100MCYMercury General Corp$2.4M0.05%46,626CommonNONE
76009N100UPBDUpbound Group Inc$2.4M0.05%68,310CommonNONE
221006109CRVLCorvel Corp$2.4M0.05%9,146CommonSOLE
854231107SXIStandex Int'l Corp Com$2.4M0.05%13,178CommonSOLE
69318J100CNXNPC Connection Inc$2.4M0.05%36,357CommonNONE
22266T109CPNGCoupang Inc$2.3M0.05%131,920CommonSOLE
78463M107SPSCSPS Commerce Inc$2.3M0.05%12,609CommonSOLE
53220K504LGNDLigand Pharmaceuticals$2.3M0.05%31,779CommonNONE
370334104GISGeneral Mills$2.3M0.05%33,168CommonSOLE
589889104MMSIMerit Med Sys$2.3M0.05%30,628CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.3M0.05%39,176CommonSOLE
674215207CHRDChord Energy$2.3M0.05%12,930CommonNONE
G01767105ALKSAlkermes Inc$2.3M0.05%84,346CommonSOLE
09227Q100BLKBBlackbaud Inc$2.3M0.05%30,779CommonSOLE
907818108UNPUnion Pacific Corp$2.3M0.05%9,233CommonSOLE
Y7542C130STNGScorpio Tankers Inc$2.3M0.05%31,735CommonSOLE
398433102GFFGriffon Corp$2.3M0.04%30,757CommonNONE
55277P104MGEEMGE Energy Inc$2.2M0.04%28,331CommonSOLE
222795502CUZCousins Pptys Inc$2.2M0.04%92,630CommonSOLE
743312100PRGSProgress Software$2.2M0.04%41,232CommonSOLE
929236107WDFCWD-40 Co$2.2M0.04%8,667CommonSOLE
384637104GHCGraham Holdings Company$2.2M0.04%2,851CommonSOLE
P16994132BLXBanco Latinoamericano$2.2M0.04%73,889CommonNONE
69343T107PJTPJT Partners Inc$2.2M0.04%22,875CommonSOLE
10316T104BOXBox Inc$2.2M0.04%76,125CommonSOLE
404251100HNIHNI Corp$2.1M0.04%47,406CommonSOLE
Y0207T100ASCArdmore Shipping Corp$2.1M0.04%129,046CommonNONE
G36738105FDPFresh Del Monte$2.1M0.04%81,387CommonNONE
18538R103CLWClearwater Paper Corp$2.1M0.04%47,732CommonNONE
031100100AMEAmetek Inc$2.1M0.04%11,313CommonSOLE
50155Q100KDKyndryl Holdings$2.1M0.04%94,952CommonSOLE
398905109GPIGroup 1 Automotive$2.1M0.04%7,054CommonSOLE
863667101SYKStryker Corp$2.0M0.04%5,726CommonSOLE
384802104GWWGrainger (W W) Inc$2.0M0.04%2,003CommonSOLE
741511109PSMTPricesmart Inc Com$2.0M0.04%24,237CommonSOLE
609207105MDLZMondelez Int'l$2.0M0.04%29,048CommonSOLE
668074305NWENorthWestern Corp$2.0M0.04%39,708CommonSOLE
G8192H106SPNTSiriusPoint Ltd$2.0M0.04%158,522CommonNONE
42222N103HSTMHealthstream Inc$2.0M0.04%74,698CommonNONE
420261109HWKNHawkins Inc$2.0M0.04%25,784CommonSOLE
G27907107DOLEDole PLC$2.0M0.04%165,905CommonNONE
466032109JJSFJ and J Snack Foods Corp$2.0M0.04%13,609CommonSOLE
153527205CENTACentral Garden and Pet Cl A$2.0M0.04%53,173CommonSOLE
904708104UNFUnifirst Corp$2.0M0.04%11,317CommonSOLE
29357K103ENVAEnova Int'l$1.9M0.04%31,020CommonNONE
783549108RRyder Systems Inc$1.9M0.04%16,204CommonSOLE
03076C106AMPAmeriprise Finl Inc$1.9M0.04%4,431CommonSOLE
037598109APOGApogee Enterprises Inc$1.9M0.04%32,752CommonNONE
336901103SRCE1st Source Corp$1.9M0.04%36,944CommonNONE
031652100AMKRAmkor Technologies$1.9M0.04%60,035CommonNONE
453838609IBCPIndependent Bank Corp/MI$1.9M0.04%76,292CommonNONE
447462102HURNHuron Consulting Group Inc$1.9M0.04%19,874CommonSOLE
443510607HUBBHubbell Inc$1.9M0.04%4,589CommonSOLE
039483102ADMArcher Daniels Midland$1.9M0.04%30,114CommonSOLE
83417Q2040OIASolarWinds Corp$1.9M0.04%147,576CommonNONE
78377T107RHPRyman Hospitality$1.8M0.04%15,988CommonSOLE
646025106NJRNew Jersey Resources$1.8M0.04%43,073CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$1.8M0.04%18,791CommonNONE
056525108BMIBadger Meter Inc$1.8M0.04%11,340CommonSOLE
Y2065G121DHTDHT Holdings$1.8M0.04%158,651CommonSOLE
04010E109AGXArgan Inc$1.8M0.04%36,028CommonNONE
922417100VECOVeeco Instruments$1.8M0.04%51,717CommonSOLE
690742101OCOwens Corning$1.8M0.04%10,865CommonSOLE
397624107GEFGreif Inc$1.8M0.04%26,179CommonSOLE
313148306AGMFederal Agric Mtg Corp$1.8M0.04%9,165CommonSOLE
913259107UTLUnitil Corporation$1.8M0.04%34,186CommonNONE
749607107RLIRLI Corp$1.8M0.04%11,932CommonSOLE
518613203LAURLaureate Education Inc$1.8M0.04%121,338CommonSOLE
985817105YELPYelp Inc$1.8M0.04%44,715CommonSOLE
254067101DDSDillard's Inc$1.8M0.04%3,732CommonSOLE
45867G101IDCCInterdigital Inc$1.8M0.03%16,481CommonSOLE
038222105AMATApplied Materials$1.8M0.03%8,505CommonSOLE
896288107TNETTrinet Group Inc$1.7M0.03%13,133CommonSOLE
55305B101MHOM/I Schottenstein Home$1.7M0.03%12,750CommonNONE
130788102CWTCalifornia Water Service$1.7M0.03%37,351CommonSOLE
440327104HMNHorace Mann Educators$1.7M0.03%46,811CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals$1.7M0.03%39,273CommonSOLE
88076W103TDCTeradata Corp$1.7M0.03%44,567CommonSOLE
493732101KFRCKForce$1.7M0.03%24,296CommonSOLE
45768S105IOSPInnospec Inc Com$1.7M0.03%13,207CommonSOLE
801056102SANMSanmina Corporation$1.7M0.03%27,092CommonNONE
45781V101IIPRInnovative Industrial Pro$1.7M0.03%16,265CommonNONE
53115L104LBRTLiberty Oilfield Svs$1.7M0.03%80,968CommonNONE
320218100THFFFirst Finl Corp Indiana$1.7M0.03%43,633CommonNONE
204149108CTBICommunity Trust Bancorp$1.7M0.03%39,097CommonNONE
48666K109KBHKB Home$1.7M0.03%23,491CommonNONE
Y8564W103Teekay Corp$1.7M0.03%228,674CommonNONE
88337F105ODP1Office Depot Inc$1.7M0.03%31,283CommonNONE
558868105MDGLMadrigal Pharmaceuticals$1.6M0.03%6,163CommonSOLE
690732102ACHOwens & Minor Inc$1.6M0.03%59,216CommonNONE
410120109HWCHancock Whitney Corp$1.6M0.03%35,373CommonNONE
829073105SSDSimpson Manufacturing$1.6M0.03%7,814CommonSOLE
03940C100ACLXGBXArcellx Inc$1.6M0.03%22,932CommonSOLE
58506Q109MEDPMedpace Holdings Inc$1.6M0.03%3,934CommonSOLE
688239201OSKOshkosh Truck Corp$1.6M0.03%12,735CommonSOLE
861896108SNEXStoneX Group Inc$1.6M0.03%22,575CommonNONE
068463108BBSIBarrett Business Svcs$1.6M0.03%12,317CommonNONE
984017103XHRXenia Hotels & Resorts$1.6M0.03%103,869CommonNONE
404609109HCKTHackett Group$1.6M0.03%63,805CommonNONE
G3398L118PLGOFidelis Insurance$1.5M0.03%79,464CommonNONE
19459J104COLLCollegium Pharmaceutical$1.5M0.03%39,596CommonSOLE
G54950103LINLinde plc (ireland)$1.5M0.03%3,266CommonSOLE
443320106HUBGHub Group Inc$1.5M0.03%35,034CommonSOLE
21036P108STZConstellation Brands Cl A$1.5M0.03%5,561CommonSOLE
74967R106RMRThe RMR Group Inc Class A$1.5M0.03%62,807CommonNONE
69888T207PARRPar Pacific Holdings$1.5M0.03%40,244CommonNONE
91851C201EGYVaalco Energy Inc New$1.5M0.03%213,889CommonNONE
635906100NHCNatl Healthcare Corp$1.5M0.03%15,738CommonSOLE
25787G100DFINDonnelley Financial Solutions$1.5M0.03%23,885CommonSOLE
57638P104MBCMaster Brand, Inc$1.5M0.03%78,794CommonNONE
867892101SHOSunstone Hotel Investors Inc$1.5M0.03%132,106CommonNONE
913456109UVVUniversal Corp Va$1.5M0.03%28,348CommonSOLE
227483104CCRNCross Country Inc$1.5M0.03%78,298CommonNONE
525558201LMATLemaitre Vascular Inc$1.5M0.03%22,084CommonSOLE
30040P103EVTCEvertec Inc Shares$1.4M0.03%35,958CommonSOLE
26884U109EPREPR Properties Trust$1.4M0.03%33,534CommonSOLE
189054109CLXClorox Co$1.4M0.03%9,294CommonSOLE
292218104EIGEmployers Holdings Inc Co$1.4M0.03%31,088CommonSOLE
853666105SMPStandard Mtr Prods Inc$1.4M0.03%41,687CommonNONE
09624H208BXCBlueLinx Holdings$1.4M0.03%10,712CommonNONE
29460X109EQBKEquity Bancshares Inc$1.4M0.03%40,481CommonNONE
68554V108OSUROraSure Technologies$1.4M0.03%225,619CommonNONE
93627C101HCCWarrior Met Coal Inc$1.4M0.03%22,832CommonNONE
L8681T102SPOTSpotify Technology SA$1.4M0.03%5,230CommonSOLE
G7T16G103S3PSapiens Intl Corp NV$1.4M0.03%42,394CommonSOLE
68162K106ZEUSOlympic Steel Inc$1.4M0.03%19,222CommonNONE
457030104IMKTAIngles Mkts Inc Cl A$1.4M0.03%17,759CommonSOLE
74965L101RLJRLJ Lodging$1.4M0.03%115,001CommonNONE
22766M109Crossfirst Bankshares Inc$1.4M0.03%98,122CommonNONE
46124J201IVTInventrust Properties Corp$1.4M0.03%52,522CommonSOLE
92828Q109VRTSVirtus Investment Partners$1.3M0.03%5,436CommonNONE
882508104TXNTexas Instruments$1.3M0.03%7,687CommonSOLE
74736K101QRVOQorvo Inc$1.3M0.03%11,648CommonSOLE
46120E602ISRGIntuitive Surgical Inc$1.3M0.03%3,349CommonSOLE
761624105REXRex American Resources$1.3M0.03%22,700CommonSOLE
002121101ATENA10 Networks inc$1.3M0.03%97,292CommonSOLE
56418H100MANManpower Inc$1.3M0.03%17,147CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$1.3M0.03%14,015CommonSOLE
02553E106AEOAmerican Eagle Outfitters$1.3M0.03%51,521CommonNONE
00847X104AGIOAgios Pharmaceuticals Inc$1.3M0.03%45,407CommonSOLE
974250102WINAWinmark Corp Com$1.3M0.03%3,646CommonSOLE
154760409CPFCentral Pacific Finl Corp$1.3M0.03%66,754CommonNONE
59100U108CASHPathward Finl Inc$1.3M0.03%25,997CommonSOLE
129500104CALCaleres Inc$1.3M0.03%31,965CommonNONE
78648T100SAFTSafety Insurance Group$1.3M0.03%15,880CommonSOLE
71742Q106PAHCPhibro Animal Health$1.3M0.03%100,883CommonNONE
26210C104DBXDropbox Inc$1.3M0.03%53,678CommonSOLE
957090103WABCWestamerica Bancorp$1.3M0.03%26,621CommonSOLE
00847J105AGYSAgilysis Inc$1.3M0.03%15,408CommonSOLE
05350V106AVNSHalyard Health Inc$1.3M0.03%65,062CommonNONE
948849104WMKWeis Mkts Inc Com$1.3M0.03%20,033CommonSOLE
319383204BUSEFirst Busey Corp$1.3M0.03%53,509CommonNONE
29605J106ESABESAB Corp$1.3M0.03%11,616CommonSOLE
00182C103ANIPAni Pharmaceuticals Inc$1.3M0.03%18,431CommonSOLE
192446102CTSHCognizant Tech$1.3M0.03%17,297CommonSOLE
201723103CMCCommercial Metals$1.3M0.03%21,521CommonNONE
488152208KELYAKelly Services Inc$1.3M0.03%50,452CommonNONE
47580P103JELDJeld - Wen Holdings Inc$1.3M0.03%59,415CommonNONE
46817M107JXNJackson Financial Inc$1.3M0.03%19,053CommonNONE
62878D100NABLN-able Inc$1.3M0.03%96,155CommonSOLE
44951W106IESCIES Holdings$1.3M0.03%10,304CommonSOLE
902673102UFPTUFP Technologies Inc Com$1.2M0.02%4,913CommonNONE
126128107CCNECNB Finl Corp PA$1.2M0.02%60,647CommonNONE
800422107JBSSSanfilippo John B Son$1.2M0.02%11,653CommonSOLE
868459108SUPNSupernus Pharmaceuticals$1.2M0.02%36,136CommonSOLE
902252105TYLTyler Technologies Inc$1.2M0.02%2,879CommonSOLE
70509V100PEBPebblebrook Hotel$1.2M0.02%79,216CommonNONE
022671101AMALAmalgamated Finl Corp$1.2M0.02%50,336CommonNONE
49714P108KNSLKinsale Capital Group Inc$1.2M0.02%2,301CommonSOLE
739128106POWLPowell Ind Inc$1.2M0.02%8,473CommonNONE
40434L105HPQHP Inc$1.2M0.02%39,669CommonSOLE
26875P101EOGEOG Resources Inc$1.2M0.02%9,315CommonSOLE
053484101AVBAvalonbay Communities Inc$1.2M0.02%6,414CommonSOLE
573075108MRTNMarten Transport Ltd$1.2M0.02%64,104CommonSOLE
45781M101INVAInnoviva Inc$1.2M0.02%77,292CommonSOLE
81617J301WTTRSelect Water Solutions Inc$1.2M0.02%127,235CommonNONE
077347300BELFBBel Fuse Inc Cl B$1.2M0.02%19,458CommonNONE
G8232Y101Smart Global Holdings Inc$1.2M0.02%44,439CommonNONE
030506109AMWDAmerican Woodmark Corp$1.2M0.02%11,438CommonNONE
018581108BFHBread Financial Holdings$1.2M0.02%31,195CommonNONE
08160H101BHEBenchmark Electronics$1.1M0.02%38,206CommonSOLE
517834107LVSLas Vegas Sands Corp$1.1M0.02%21,956CommonSOLE
69318G106PBFPBF Energy Inc$1.1M0.02%19,553CommonNONE
337738108FISVFiserv Inc$1.1M0.02%7,038CommonSOLE
03071H100AMSFAmerisafe Inc$1.1M0.02%22,264CommonSOLE
830940102SKWDSkyward Specialty Insurance Gr$1.1M0.02%29,655CommonSOLE
42234Q102HTLFEURHeartland Finl USA$1.1M0.02%31,511CommonNONE
37247D106GNWGenworth Finl Inc Cl A$1.1M0.02%172,016CommonNONE
383082104GRCGorman-Rupp Co$1.1M0.02%27,959CommonSOLE
91359V107UVEUniversal Inc Hldgs Co$1.1M0.02%54,342CommonNONE
858155203GJBSteelcase Inc$1.1M0.02%84,118CommonNONE
24344T101DCPHEURDeciphera Pharmaceutical Inc$1.1M0.02%69,926CommonSOLE
139674105CCBGCapital City Bank Group$1.1M0.02%39,706CommonNONE
149123101CATCaterpillar Inc$1.1M0.02%2,980CommonSOLE
92243G108PCVXVaxcyte Inc$1.1M0.02%15,840CommonSOLE
23204G100CUBICustomers Bancorp Inc$1.1M0.02%20,297CommonNONE
126501105CTSCTS Corp Co$1.1M0.02%22,612CommonSOLE
34354P105FLSFlowserve Corp$1.1M0.02%23,084CommonSOLE
172062101CINFCincinnati Finl$1.1M0.02%8,466CommonSOLE
88822Q103TIPTTiptree Inc$1.0M0.02%60,474CommonNONE
783754104RYZRyerson Holdings Corp$1.0M0.02%31,122CommonNONE
74319R101PRGProg Holdings Inc$1.0M0.02%30,192CommonNONE
501147102KRYSKrystal Biotech$1.0M0.02%5,834CommonSOLE
088929104BGCBGC Partners Inc (new)$1.0M0.02%133,504CommonNONE
36237H101GIIIG III Apparel Group$1.0M0.02%35,662CommonNONE
15202L107CSRCenterspace$1.0M0.02%18,049CommonSOLE
00737L103CVSAAdtalem Global Education$1.0M0.02%20,063CommonNONE
12618T105CRAICRA Int'l Inc$1.0M0.02%6,875CommonSOLE
92214X106VREXVarex Imaging Corporation$1.0M0.02%56,662CommonNONE
750236101RDNRadian Group Inc$1.0M0.02%30,540CommonSOLE
000899104ADMAAdma Biologics Inc$1.0M0.02%152,065CommonSOLE
864159108RGRSturm Ruger & Co Inc$1.0M0.02%21,732CommonSOLE
98421M106XRXXerox Corp$1.0M0.02%55,905CommonNONE
87165B103SYFSyncrony Finl Com$997,2800.02%23,128CommonSOLE
12763L105CDRECadre Holdings Inc$992,2060.02%27,409CommonSOLE
603158106MTXMinerals Tech$986,3190.02%13,102CommonNONE
922475108VEEVVeeva Systems Inc$985,8410.02%4,255CommonSOLE
422819102HSIHeidrick & Struggles$982,7050.02%29,195CommonSOLE
16208T102CLDTChatham Lodging Tr Co$982,5510.02%97,186CommonNONE
004498101ACIWACI Worldwide Inc$978,6990.02%29,470CommonNONE
218352102CORTCorcept Therapeutics$972,9640.02%38,625CommonSOLE
11133T103BRBroadridge Finl Solution$970,2170.02%4,736CommonSOLE
639027101NATRNatures Sunshine Products$963,7910.02%46,403CommonNONE
806882106SCHN1EURRadius Recycling$960,4220.02%45,453CommonNONE
024013104AATAmerican Assets Trust Inc$958,1250.02%43,730CommonNONE
87265H109T86Tri Pointe Homes Inc$940,2890.02%24,322CommonNONE
92846Q107COCOVita Coco Company Inc$930,2470.02%38,078CommonSOLE
37892E102GICGlobal Industrial Co$929,9470.02%20,767CommonSOLE
703395103PDCOEURPatterson Companies Inc$919,1420.02%33,242CommonSOLE
39304D102GDOTGreen Dot Corp$918,8380.02%98,482CommonNONE
64115T104NTCTNetscout Systems Inc$900,6820.02%41,240CommonNONE
87612E106TGTTarget Corp$900,2270.02%5,080CommonSOLE
10948W103AAMIBrightsphere Investment Group$896,3790.02%39,246CommonNONE
G69451105PAXPatria Investments$895,9510.02%60,374CommonSOLE
03212B103AMPYAmplify Energy Corp$895,4840.02%135,474CommonNONE
G5269C101Kiniksa Pharmaceuticals$895,2890.02%45,377CommonSOLE
83946P107SPFISouth Plains Finl$892,0990.02%33,337CommonNONE
317585404FISIFinl Institutions$892,0500.02%47,399CommonNONE
101137107BSXBoston Scientific Corp$891,3290.02%13,014CommonSOLE
847215100SRJSpartanNash Co$890,8980.02%44,082CommonSOLE
23954D109DAWNGBXDay One Biopharmaceutical$890,1150.02%53,881CommonSOLE
318672706FBPFirst Bancorp PR Com New$886,1210.02%50,520CommonNONE
46005L101IMXIIntl Money Expr$875,8510.02%38,364CommonSOLE

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.