MondegarAI
MARTINGALE ASSET MANAGEMENT L P

Q2 2024 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2024-08-12 · accession 0000936944-24-000006

$4.63B
Reported value
781
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 781

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc Class A$67.8M1.47%372,321CommonSOLE
594918104MSFTMicrosoft Corp$66.8M1.44%149,415CommonSOLE
037833100AAPLApple Inc$63.0M1.36%299,277CommonSOLE
532457108LLYEli Lilly Co$62.8M1.36%69,332CommonSOLE
023135106AMZNAmazon.Com Inc$60.1M1.30%311,201CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$56.2M1.21%138,129CommonSOLE
742718109PGProcter & Gamble Co$52.7M1.14%319,724CommonSOLE
58933Y105MRKMerck and Co Inc$51.7M1.12%417,300CommonSOLE
22160K105COSTCostco Wholesale Corp$51.3M1.11%60,358CommonSOLE
91324P102UNHUnitedHealth Group Inc$51.3M1.11%100,737CommonSOLE
30231G102XOMExxon Mobil Corp$48.6M1.05%422,577CommonSOLE
478160104JNJJohnson & Johnson$48.2M1.04%329,552CommonSOLE
931142103WMTWalmart Inc$47.3M1.02%698,982CommonSOLE
92826C839VVisa Inc$46.4M1.00%176,760CommonSOLE
461202103INTUIntuit Inc$44.1M0.95%67,141CommonSOLE
92343V104VZVerizon Communications$42.8M0.92%1,036,810CommonSOLE
00206R102TAT&T$42.6M0.92%2,231,133CommonSOLE
025816109AXPAmerican Express$41.1M0.89%177,698CommonSOLE
17275R102CSCOCisco Systems$40.1M0.87%844,019CommonSOLE
036752103ELVElevance Health Inc$39.5M0.85%72,900CommonSOLE
57636Q104MAMastercard Inc Class A$39.5M0.85%89,441CommonSOLE
437076102HDHome Depot$39.0M0.84%113,197CommonSOLE
68389X105ORCLOracle Systems Corp$38.9M0.84%275,266CommonSOLE
30303M102METAMeta Platforms Inc$37.5M0.81%74,414CommonSOLE
94106L109WMWaste Management Inc$37.5M0.81%175,814CommonSOLE
872590104TMUST-Mobile US Inc$37.4M0.81%212,463CommonSOLE
713448108PEPPepsico Inc$36.3M0.79%220,200CommonSOLE
191216100KOCoca Cola Co$36.3M0.78%569,930CommonSOLE
718172109PMPhilip Morris Int'l$36.2M0.78%357,677CommonSOLE
58155Q103MCKMcKesson Corp$35.9M0.78%61,427CommonSOLE
760759100RSGRepublic Services Inc$35.9M0.78%184,592CommonSOLE
002824100ABTAbbott Labs$35.7M0.77%344,039CommonSOLE
127387108CDNSCadence Design System$35.0M0.76%113,623CommonSOLE
147528103CASYCaseys General Stores Inc$34.9M0.75%91,513CommonSOLE
194162103CLColgate Palmolive Co$34.8M0.75%358,133CommonSOLE
285512109EAElectronic Arts Inc$34.5M0.74%247,314CommonSOLE
00287Y109ABBVAbbVie Inc$33.5M0.73%195,574CommonSOLE
02209S103MOAltria Group Inc$33.5M0.72%735,885CommonSOLE
539830109LMTLockheed Martin Corp$33.0M0.71%70,618CommonSOLE
H1467J104CBChubb Ltd$32.9M0.71%129,083CommonSOLE
747525103QCOMQualcomm Inc$32.6M0.71%163,830CommonSOLE
776696106ROPRoper Technologies Inc$32.3M0.70%57,257CommonSOLE
125523100CICigna Group$31.9M0.69%96,377CommonSOLE
494368103KMBKimberly-Clark$31.7M0.69%229,524CommonSOLE
184496107CLHClean Harbor Inc$30.6M0.66%135,158CommonSOLE
81762P102NOWServiceNow Inc$30.3M0.66%38,539CommonSOLE
G1151C101ACNAccenture PLC Ireland$30.1M0.65%99,120CommonSOLE
00724F101ADBEAdobe Inc$29.5M0.64%53,019CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$29.4M0.64%62,672CommonSOLE
459200101IBMIntl Business Machines$29.3M0.63%169,125CommonSOLE
031162100AMGNAmgen Inc$29.0M0.63%92,728CommonSOLE
501044101KRKroger Co$28.9M0.62%578,632CommonSOLE
570535104MKLMarkel Group Inc$28.6M0.62%18,154CommonSOLE
369550108GDGeneral Dynamics$28.2M0.61%97,205CommonSOLE
166764100CVXChevron Corp$27.9M0.60%178,335CommonSOLE
626755102MUSAMurphy USA Inc Co$27.7M0.60%58,998CommonSOLE
75886F107REGNRegeneron Pharm$27.5M0.59%26,183CommonSOLE
540424108LLoew's Corp$27.4M0.59%365,954CommonSOLE
020002101ALLAllstate Corp$27.0M0.58%169,288CommonSOLE
457187102INGRIngredion Intl$26.7M0.58%233,152CommonSOLE
053015103ADPAutomatic Data Processing$26.5M0.57%111,191CommonSOLE
883203101TXTTextron Inc$26.4M0.57%307,916CommonSOLE
759351604RGAReinsurance Grp of America$26.2M0.57%127,632CommonSOLE
29084Q100EMEEmcor Group Inc$25.8M0.56%70,771CommonSOLE
580135101MCDMcDonald's Corp$25.7M0.56%100,831CommonSOLE
525327102LDOSLeidos Holdings Inc$25.6M0.55%175,790CommonSOLE
G02602103DOXAmdocs Ltd Ord$25.4M0.55%321,216CommonSOLE
89417E109TRVTravelers Corp$24.7M0.53%121,252CommonSOLE
31488V107FERGFerguson PLC (new)$24.0M0.52%123,884CommonSOLE
G3223R108EGEverest Re Group$23.9M0.52%62,643CommonSOLE
87162W100SNXTD Synnex Corp$23.5M0.51%203,568CommonSOLE
744573106PEGPublic Service Ent$23.3M0.50%316,781CommonSOLE
666807102NOCNorthrop Grumman Corp$23.2M0.50%53,224CommonSOLE
64110D104NTAPNetapp Inc$23.1M0.50%179,129CommonSOLE
46625H100JPMJP Morgan Chase & Co$23.0M0.50%113,746CommonSOLE
15135B101CNCCentene Corp$22.9M0.50%345,407CommonSOLE
571748102MRSHMarsh & McLennan$22.7M0.49%107,545CommonSOLE
26875P101EOGEOG Resources Inc$22.4M0.48%178,176CommonSOLE
446413106HIIHuntington Ingalls Ind$22.3M0.48%90,548CommonSOLE
79466L302CRMSalesforce Com Inc$22.2M0.48%86,371CommonSOLE
233331107DTEDTE Energy Company$21.8M0.47%195,989CommonSOLE
231561101CWCurtiss Wright Corp$21.6M0.47%79,655CommonSOLE
651639106NEMNewmont Corp$21.4M0.46%510,890CommonSOLE
29364G103ETREntergy Corp$21.2M0.46%197,905CommonSOLE
833034101SNASnap-On Inc$21.1M0.46%80,677CommonSOLE
375558103GILDGilead Sciences Inc$20.8M0.45%303,522CommonSOLE
12503M108CBOECBOE Holdings Inc$20.7M0.45%121,699CommonSOLE
67066G104NVDANvidia Corp$20.6M0.45%166,653CommonSOLE
88162G103TTEKTetra Tech Inc$20.5M0.44%100,438CommonSOLE
416515104HIGHartford Finl Services$20.3M0.44%202,260CommonSOLE
052769106ADSKAutodesk Inc$20.2M0.44%81,535CommonSOLE
064058100BKBank of NY Mellon Corp$20.0M0.43%334,671CommonSOLE
040413106ANETEURArista Networks Inc$20.0M0.43%57,158CommonSOLE
127190304CACICACI Int'l Cl A$19.6M0.42%45,483CommonSOLE
98978V103ZTSZoetis Inc$19.4M0.42%112,117CommonSOLE
16359R103CHEChemed Corp$19.0M0.41%35,060CommonSOLE
60855R100MOHMolina Healthcare$18.8M0.41%63,073CommonSOLE
03073E105CORCencora Inc$18.7M0.40%82,841CommonSOLE
670837103OGEOGE Energy Company$18.5M0.40%517,951CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$18.5M0.40%82,705CommonSOLE
315616102FFIVF5 Networks$17.4M0.38%100,909CommonSOLE
257651109DCIDonaldsons Inc$17.0M0.37%237,850CommonSOLE
G4705A100ICLRIcon PLC$16.4M0.36%52,466CommonSOLE
14149Y108CAHCardinal Health Inc$16.2M0.35%165,072CommonSOLE
808625107SAICScience Applications Intl Corp$16.1M0.35%136,856CommonSOLE
38526M106LOPEGrand Canyon Education Inc$15.4M0.33%109,838CommonSOLE
29261A100EHCEncompass Health Corp$15.3M0.33%178,034CommonSOLE
882681109TXRHTexas Roadhouse Inc$15.2M0.33%88,725CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$15.0M0.32%148,519CommonSOLE
209115104EDConsolidated Edison$14.9M0.32%166,397CommonSOLE
743315103PGRProgressive Corp$14.6M0.32%70,285CommonSOLE
701094104PHParker Hannifin$14.6M0.31%28,796CommonSOLE
56585A102MPCMarathon Petroleum$14.2M0.31%81,787CommonSOLE
651587107NEUNewmarket Corp$14.1M0.30%27,270CommonSOLE
N72482149Qiagen NV ord (new)$13.7M0.30%332,748CommonSOLE
91307C102UTHRUnited Therapeutics$13.6M0.29%42,766CommonSOLE
11135F101AVGOBroadcom Inc$13.3M0.29%8,306CommonSOLE
038222105AMATApplied Materials$13.3M0.29%56,491CommonSOLE
693718108PCARPaccar Inc$13.2M0.29%128,274CommonSOLE
482480100KLACKLA-Tencor Corp$12.9M0.28%15,640CommonSOLE
09062X103BIIBBiogen Inc$12.6M0.27%54,341CommonSOLE
00508Y102AYIAcuity Brands Inc$12.5M0.27%51,965CommonSOLE
98980L101ZNGAZoom Video Communications Inc$12.3M0.27%207,818CommonSOLE
907818108UNPUnion Pacific Corp$11.5M0.25%51,008CommonSOLE
562750109MANHManhattan Assoc$11.5M0.25%46,697CommonSOLE
718546104PSXPhillips 66$10.9M0.24%77,054CommonSOLE
053332102AZOAutozone Inc$10.8M0.23%3,635CommonSOLE
110122108BMYBristol Myers Squibb$10.6M0.23%255,281CommonSOLE
780287108RGLDRoyal Gold Inc$10.6M0.23%84,467CommonSOLE
013091103ACIAlbertsons Companies$10.3M0.22%522,642CommonSOLE
16411R208LNGCheniere Energy Inc$10.2M0.22%58,311CommonSOLE
620076307MSIMotorola Solutions Inc$10.1M0.22%26,263CommonSOLE
237194105DRIDarden Restaurants$9.8M0.21%64,507CommonSOLE
12514G108CDWCDW Corporation$9.5M0.21%42,510CommonSOLE
871829107SYYSysco Corp$9.3M0.20%130,327CommonSOLE
502431109LHXL3-Harris Technologies$9.0M0.19%39,884CommonSOLE
553530106MSMMSC Indl Direct Inc$8.4M0.18%105,607CommonSOLE
98389B100XELXcel Energy Inc$8.2M0.18%154,384CommonSOLE
20030N101CMCSAComcast Corp$8.2M0.18%208,833CommonSOLE
403949100DINOHF Sinclair Corp$8.1M0.18%152,057CommonSOLE
G0692U109AXSAxis Capital Holdings$8.0M0.17%112,605CommonSOLE
126117100CNACNA Finl Corp$7.9M0.17%170,724CommonSOLE
72147K108PPCPilgrims Pride Corp$7.4M0.16%192,979CommonSOLE
784117103SEICSEI Investments Company$6.9M0.15%106,706CommonSOLE
46266C105IQVIqvia Holdings Inc$6.9M0.15%32,539CommonSOLE
172908105CTASCintas Corp$6.8M0.15%9,749CommonSOLE
03076C106AMPAmeriprise Finl Inc$6.5M0.14%15,206CommonSOLE
172755100CRUSCirrus Logic Corp$6.4M0.14%50,517CommonSOLE
831865209AOSSmith A O$6.1M0.13%74,328CommonSOLE
H11356104BGBunge Global SA$5.9M0.13%55,465CommonSOLE
553498106MSAMSA Safety$5.9M0.13%31,478CommonSOLE
445658107JBHTHunt (JB) Transport$5.9M0.13%36,911CommonSOLE
45841N107IBKRInteractive Brokers Grp$5.6M0.12%46,062CommonSOLE
20825C104COPConocoPhillips$5.6M0.12%48,964CommonSOLE
40412C101HCAHCA Healthcare Inc$5.5M0.12%17,181CommonSOLE
733174700BPOPPopular Inc Common$5.4M0.12%60,610CommonSOLE
G3198U102ESNTEssent Group Ltd$5.3M0.11%93,691CommonNONE
624756102MLIMueller Industries$5.2M0.11%91,981CommonNONE
860630102SFStifel Finl Corp$5.2M0.11%61,777CommonSOLE
G4474Y214JHGJanus Henderson Grp$5.2M0.11%153,353CommonSOLE
88579Y101MMM3M Company$5.0M0.11%48,639CommonSOLE
298736109EEFTEuronet Worldwide Inc.$4.9M0.11%47,390CommonSOLE
438516106HONHoneywell Int'l Inc$4.9M0.11%22,836CommonSOLE
34354P105FLSFlowserve Corp$4.9M0.11%101,380CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$4.8M0.10%57,938CommonSOLE
90278Q108UFPIUFP Industries Inc$4.7M0.10%42,184CommonNONE
008252108AMGAffiliated Managers$4.6M0.10%29,532CommonSOLE
665859104NTRSNorthern Trust Corp$4.6M0.10%54,554CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$4.5M0.10%81,453CommonNONE
075887109BDXBecton Dickinson & Co$4.4M0.10%19,033CommonSOLE
83088M102SWKSSkyworks Solutions$4.4M0.09%41,144CommonSOLE
292562105WIREEUREncore Wire Common Stk$4.4M0.09%15,051CommonNONE
29275Y102ENSEnersys$4.2M0.09%40,949CommonNONE
71377A103PFGCPerformance Food Group$4.2M0.09%62,963CommonSOLE
018522300AEBAAllete Inc$4.2M0.09%66,757CommonNONE
548661107LOWLowe's Companies$4.1M0.09%18,743CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$4.1M0.09%29,711CommonSOLE
G3922B107GGenpact Limited$4.1M0.09%125,824CommonSOLE
629209305NMIHNMI Holdings$4.0M0.09%117,161CommonNONE
78467J100SSNCSS&C Technologies Hldgs$4.0M0.09%63,489CommonSOLE
Y8565N300TNKTeekay Tankers Ltd Cl A$3.9M0.08%56,924CommonNONE
91913Y100VLOValero Energy Corp$3.8M0.08%24,538CommonSOLE
85208M102SFMSprouts Farmers Mkts$3.8M0.08%45,619CommonSOLE
500643200KFYKorn/Ferry Int'l$3.7M0.08%54,851CommonNONE
29476L107EQREquity Residential Ppt$3.7M0.08%52,899CommonSOLE
204166102CVLTCommvault System Inc$3.6M0.08%29,422CommonSOLE
09739D100BCCBoise Cascade$3.6M0.08%29,868CommonNONE
801056102SANMSanmina Corporation$3.6M0.08%53,713CommonNONE
Y41053102INSWIntl Seaways Inc$3.6M0.08%60,080CommonNONE
05379B107AVAAvista Corp Com$3.5M0.08%100,726CommonNONE
092113109BKHBlack Hills Corp$3.4M0.07%63,422CommonNONE
521865204LEALear Corporation$3.4M0.07%30,191CommonSOLE
294628102HP5AEquity Commonwealth$3.4M0.07%177,495CommonNONE
03820C105AITApplied Industrial Tech Inc$3.4M0.07%17,626CommonSOLE
36251C103GMS1EURGMS Inc$3.4M0.07%42,412CommonNONE
603158106MTXMinerals Tech$3.3M0.07%40,098CommonNONE
000361105AIRAAR Corp$3.3M0.07%45,285CommonNONE
12572Q105CMECME Group Inc$3.3M0.07%16,701CommonSOLE
294268107PLUSEplus Inc com$3.3M0.07%44,183CommonNONE
67103X102OFGOFG Bancorp$3.2M0.07%86,755CommonNONE
45765U103NSITInsight Enterprises Inc$3.2M0.07%15,919CommonSOLE
191098102COKECoca Cola Bottling Co$3.1M0.07%2,897CommonSOLE
880345103TNCTennant Co$3.1M0.07%31,801CommonNONE
006739106ADUSAddus Homecare Corp Co$3.1M0.07%26,899CommonNONE
374689107ROCKGibraltar Industries$3.1M0.07%44,850CommonNONE
29358P101ENSGEnsign Group Inc Com$3.1M0.07%24,718CommonSOLE
615394202MOG/AMoog Inc Cl A$3.0M0.06%17,960CommonSOLE
034164103ANDEAndersons Inc$3.0M0.06%60,532CommonNONE
71363P106PRDOPerdoceo Ed Corp$3.0M0.06%139,315CommonNONE
741511109PSMTPricesmart Inc Com$3.0M0.06%36,341CommonNONE
03783C100APPFAppfolio Inc$2.9M0.06%12,017CommonSOLE
09857L108BKNGBooking Holdings Inc$2.9M0.06%739CommonSOLE
984017103XHRXenia Hotels & Resorts$2.9M0.06%203,751CommonNONE
72407810062CPiper Sandler Co$2.9M0.06%12,667CommonNONE
808513105SCHWSchwab Charles Corp$2.9M0.06%39,203CommonSOLE
053484101AVBAvalonbay Communities Inc$2.8M0.06%13,401CommonSOLE
70202L102PSNParsons Corp$2.8M0.06%33,864CommonSOLE
057665200BCPCBalchem Corp$2.8M0.06%17,976CommonSOLE
254543101DIODDiodes Inc$2.8M0.06%38,425CommonNONE
147448104CWSTCasella Waste Systems$2.8M0.06%27,778CommonSOLE
086516101BBYBest Buy Inc$2.7M0.06%32,504CommonSOLE
74167P108BCBUSDPrimo Water Corp$2.7M0.06%125,259CommonSOLE
222795502CUZCousins Pptys Inc$2.7M0.06%117,075CommonSOLE
86333M108LRNStride Inc$2.7M0.06%38,136CommonSOLE
130788102CWTCalifornia Water Service$2.7M0.06%55,177CommonNONE
871607107SNPSSynopsys Inc$2.7M0.06%4,472CommonSOLE
737446104POSTPost Holdings Inc$2.6M0.06%25,349CommonSOLE
589400100MCYMercury General Corp$2.6M0.06%49,597CommonNONE
861896108SNEXStoneX Group Inc$2.6M0.06%34,987CommonNONE
689648103OTTROtter Tail Power Company$2.6M0.06%30,057CommonSOLE
589889104MMSIMerit Med Sys$2.6M0.06%30,624CommonSOLE
76009N100UPBDUpbound Group Inc$2.6M0.06%85,716CommonNONE
577933104MMSMaximus Inc$2.6M0.06%30,487CommonSOLE
31428X106FDXFedex Corporation$2.6M0.06%8,693CommonSOLE
69351T106PPLPPL Corporation$2.6M0.06%93,389CommonSOLE
404251100HNIHNI Corp$2.6M0.06%56,978CommonNONE
806037107SCSCScansource Inc$2.6M0.06%57,829CommonNONE
Y0207T100ASCArdmore Shipping Corp$2.6M0.06%113,324CommonNONE
74112D101PBHPrestige Brands Holdings Inc.$2.5M0.05%36,831CommonSOLE
816300107SIGISelective Ins Group Inc$2.5M0.05%26,579CommonSOLE
03784Y200APLEApple Hospitality REIT$2.5M0.05%170,760CommonNONE
533900106LECOLincoln Electric Holdings$2.5M0.05%13,111CommonSOLE
69343T107PJTPJT Partners Inc$2.5M0.05%22,875CommonSOLE
Y7542C130STNGScorpio Tankers Inc$2.5M0.05%30,195CommonSOLE
29249E109ACTEnact Holdings inc$2.4M0.05%79,152CommonNONE
293712105EFSCEnterprise Finl Services$2.4M0.05%59,294CommonNONE
405024100HAEHaemonetics Corp$2.4M0.05%29,069CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.4M0.05%39,176CommonSOLE
513847103MZTILancaster Colony Corp$2.4M0.05%12,658CommonSOLE
871332102SLVMSylvamo Corp$2.4M0.05%34,687CommonNONE
69318J100CNXNPC Connection Inc$2.4M0.05%36,958CommonNONE
78463M107SPSCSPS Commerce Inc$2.4M0.05%12,609CommonSOLE
011642105ALRMAlarmCom Holdings Inc$2.4M0.05%37,122CommonSOLE
74758T303QLYSQualys Inc$2.4M0.05%16,529CommonSOLE
09227Q100BLKBBlackbaud Inc$2.3M0.05%30,779CommonSOLE
671044105OSISOsi Systems$2.3M0.05%17,004CommonSOLE
705573103PEGAPegasystems Inc$2.3M0.05%38,582CommonSOLE
743312100PRGSProgress Software$2.3M0.05%43,034CommonSOLE
420261109HWKNHawkins Inc$2.3M0.05%25,637CommonSOLE
353514102FELEFranklin Electric Co$2.3M0.05%24,198CommonSOLE
50155Q100KDKyndryl Holdings$2.3M0.05%88,527CommonSOLE
221006109CRVLCorvel Corp$2.3M0.05%9,146CommonSOLE
18538R103CLWClearwater Paper Corp$2.3M0.05%47,730CommonNONE
201723103CMCCommercial Metals$2.3M0.05%41,963CommonNONE
942749102WTSWatts Water Technologies$2.3M0.05%12,548CommonSOLE
G9618E107WTMWhite Mtns Ins Group$2.3M0.05%1,253CommonSOLE
466032109JJSFJ and J Snack Foods Corp$2.3M0.05%14,009CommonSOLE
719405102PLABPhotronic Inc$2.3M0.05%92,052CommonNONE
33768G107FCFSFirst Cash Finl Services$2.3M0.05%21,634CommonSOLE
904708104UNFUnifirst Corp$2.3M0.05%13,218CommonSOLE
913903100UHSUniversal Health Services Clas$2.3M0.05%12,252CommonSOLE
N53745100LYBLyondellbasell Industries$2.3M0.05%23,661CommonSOLE
781846209RUSHARush Enterprises$2.2M0.05%53,566CommonSOLE
00191U102EFORASGN Inc$2.2M0.05%25,101CommonSOLE
084423102WRBWR Berkley Corp$2.2M0.05%28,163CommonSOLE
08160H101BHEBenchmark Electronics$2.2M0.05%55,973CommonNONE
92645B103VCTRVictory Capital Holdings$2.2M0.05%46,187CommonNONE
668074305NWENorthWestern Corp$2.2M0.05%43,981CommonSOLE
74736K101QRVOQorvo Inc$2.2M0.05%18,880CommonSOLE
P16994132BLXBanco Latinoamericano$2.2M0.05%73,619CommonNONE
G3075P101ESGRUSDEnstar Group Ltd$2.2M0.05%7,105CommonSOLE
50212V100LPLALPL Invt Holdings Inc$2.1M0.05%7,697CommonSOLE
G8192H106SPNTSiriusPoint Ltd$2.1M0.05%175,722CommonNONE
729132100PLXSPlexus Corp$2.1M0.05%20,594CommonSOLE
153527205CENTACentral Garden and Pet Cl A$2.1M0.05%64,316CommonSOLE
126408103CSXCSX Corp$2.1M0.05%63,367CommonSOLE
056525108BMIBadger Meter Inc$2.1M0.05%11,340CommonSOLE
Y8564W103Teekay Corp$2.1M0.05%234,173CommonNONE
292765104EPACEnerpac Tool Group Corp$2.1M0.05%54,978CommonSOLE
037598109APOGApogee Enterprises Inc$2.1M0.05%33,212CommonNONE
04010E109AGXArgan Inc$2.1M0.05%28,509CommonNONE
397624107GEFGreif Inc$2.1M0.04%35,688CommonNONE
402635502GPORGulfport Energy Corp$2.0M0.04%13,544CommonNONE
929236107WDFCWD-40 Co$2.0M0.04%9,267CommonSOLE
G01767105ALKSAlkermes Inc$2.0M0.04%84,345CommonSOLE
518613203LAURLaureate Education Inc$2.0M0.04%135,838CommonSOLE
44107P104HSTHost Hotels & Resorts$2.0M0.04%112,813CommonSOLE
336901103SRCE1st Source Corp$2.0M0.04%37,563CommonNONE
10316T104BOXBox Inc$2.0M0.04%76,089CommonSOLE
783549108RRyder Systems Inc$2.0M0.04%16,202CommonSOLE
447462102HURNHuron Consulting Group Inc$2.0M0.04%20,369CommonSOLE
384637104GHCGraham Holdings Company$2.0M0.04%2,811CommonSOLE
76171L106REYNReynolds Consumer Product$2.0M0.04%70,199CommonSOLE
92828Q109VRTSVirtus Investment Partners$2.0M0.04%8,694CommonNONE
022671101AMALAmalgamated Finl Corp$2.0M0.04%71,423CommonNONE
453838609IBCPIndependent Bank Corp/MI$2.0M0.04%72,388CommonNONE
G3398L118PLGOFidelis Insurance$2.0M0.04%119,596CommonNONE
346232101FORForestar Group Inc$1.9M0.04%60,946CommonNONE
646025106NJRNew Jersey Resources$1.9M0.04%45,572CommonSOLE
370334104GISGeneral Mills$1.9M0.04%30,778CommonSOLE
234264109DAKTDaktronics Inc$1.9M0.04%139,335CommonNONE
985817105YELPYelp Inc$1.9M0.04%52,333CommonSOLE
863667101SYKStryker Corp$1.9M0.04%5,661CommonSOLE
29357K103ENVAEnova Int'l$1.9M0.04%29,820CommonNONE
Y2065G121DHTDHT Holdings$1.8M0.04%159,651CommonSOLE
83200N103SMARGBPSmartsheet Inc$1.8M0.04%41,691CommonSOLE
21871N101CXWCorecivic Inc$1.8M0.04%141,278CommonNONE
154760409CPFCentral Pacific Finl Corp$1.8M0.04%86,281CommonNONE
039483102ADMArcher Daniels Midland$1.8M0.04%30,114CommonSOLE
83417Q2040OIASolarWinds Corp$1.8M0.04%150,680CommonNONE
525558201LMATLemaitre Vascular Inc$1.8M0.04%21,684CommonSOLE
45781V101IIPRInnovative Industrial Pro$1.8M0.04%16,269CommonNONE
913259107UTLUnitil Corporation$1.8M0.04%34,286CommonNONE
384802104GWWGrainger (W W) Inc$1.8M0.04%1,965CommonSOLE
517834107LVSLas Vegas Sands Corp$1.8M0.04%39,889CommonSOLE
G0772R208NTBBank of NT Butterfield$1.8M0.04%50,213CommonNONE
690742101OCOwens Corning$1.8M0.04%10,114CommonSOLE
68235P108OGSOne Gas Inc$1.8M0.04%27,515CommonSOLE
46124J201IVTInventrust Properties Corp$1.7M0.04%70,529CommonSOLE
G27907107DOLEDole PLC$1.7M0.04%142,387CommonNONE
55345K10337MMRC Global Inc$1.7M0.04%134,573CommonNONE
609207105MDLZMondelez Int'l$1.7M0.04%26,548CommonSOLE
71742Q106PAHCPhibro Animal Health$1.7M0.04%103,290CommonNONE
204149108CTBICommunity Trust Bancorp$1.7M0.04%39,298CommonNONE
031652100AMKRAmkor Technologies$1.7M0.04%42,786CommonNONE
635906100NHCNatl Healthcare Corp$1.7M0.04%15,738CommonSOLE
256163106DOCUDocusign Inc$1.7M0.04%31,829CommonSOLE
811543107SEBSeaboard Corp$1.7M0.04%538CommonSOLE
48666K109KBHKB Home$1.7M0.04%24,191CommonNONE
254067101DDSDillard's Inc$1.7M0.04%3,832CommonSOLE
53220K504LGNDLigand Pharmaceuticals$1.7M0.04%20,022CommonSOLE
53115L104LBRTLiberty Oilfield Svs$1.7M0.04%80,469CommonNONE
749607107RLIRLI Corp$1.7M0.04%11,932CommonSOLE
58506Q109MEDPMedpace Holdings Inc$1.7M0.04%4,034CommonSOLE
55305B101MHOM/I Schottenstein Home$1.7M0.04%13,564CommonNONE
87612E106TGTTarget Corp$1.7M0.04%11,171CommonSOLE
320218100THFFFirst Finl Corp Indiana$1.6M0.04%44,635CommonNONE
45768S105IOSPInnospec Inc Com$1.6M0.04%13,207CommonSOLE
068463108BBSIBarrett Business Svcs$1.6M0.03%49,274CommonNONE
00847J105AGYSAgilysis Inc$1.6M0.03%15,408CommonSOLE
674215207CHRDChord Energy$1.6M0.03%9,511CommonSOLE
231021106CMICummins Inc$1.6M0.03%5,705CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals$1.6M0.03%39,265CommonSOLE
42222N103HSTMHealthstream Inc$1.6M0.03%56,148CommonNONE
854231107SXIStandex Int'l Corp Com$1.6M0.03%9,706CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$1.6M0.03%14,505CommonSOLE
84857L101SRSpire Inc$1.5M0.03%25,352CommonSOLE
G36738105FDPFresh Del Monte$1.5M0.03%69,910CommonNONE
00847X104AGIOAgios Pharmaceuticals Inc$1.5M0.03%35,293CommonSOLE
018581108BFHBread Financial Holdings$1.5M0.03%34,146CommonNONE
25787G100DFINDonnelley Financial Solutions$1.5M0.03%25,387CommonSOLE
67011P100DNOWNow Inc$1.5M0.03%109,688CommonNONE
59100U108CASHPathward Finl Inc$1.5M0.03%26,498CommonSOLE
22766M109Crossfirst Bankshares Inc$1.5M0.03%106,646CommonNONE
515098101LSTRLandstar Sys Inc$1.5M0.03%8,071CommonSOLE
493732101KFRCKForce$1.5M0.03%23,896CommonSOLE
867892101SHOSunstone Hotel Investors Inc$1.5M0.03%141,715CommonNONE
74967R106RMRThe RMR Group Inc Class A$1.5M0.03%65,407CommonNONE
62878D100NABLN-able Inc$1.5M0.03%96,457CommonSOLE
004498101ACIWACI Worldwide Inc$1.5M0.03%37,027CommonNONE
00737L103CVSAAdtalem Global Education$1.5M0.03%21,450CommonNONE
G7T16G103S3PSapiens Intl Corp NV$1.5M0.03%43,095CommonSOLE
440327104HMNHorace Mann Educators$1.4M0.03%44,011CommonSOLE
149123101CATCaterpillar Inc$1.4M0.03%4,290CommonSOLE
398905109GPIGroup 1 Automotive$1.4M0.03%4,802CommonNONE
014491104ALEXAlexander & Baldwin$1.4M0.03%82,876CommonNONE
15202L107CSRCenterspace$1.4M0.03%20,739CommonSOLE
031100100AMEAmetek Inc$1.4M0.03%8,405CommonSOLE
124805102CBZCBIZ Inc$1.4M0.03%18,823CommonSOLE
024013104AATAmerican Assets Trust Inc$1.4M0.03%62,240CommonNONE
21036P108STZConstellation Brands Cl A$1.4M0.03%5,400CommonSOLE
40434L105HPQHP Inc$1.4M0.03%39,662CommonSOLE
002121101ATENA10 Networks inc$1.4M0.03%100,281CommonSOLE
23204G100CUBICustomers Bancorp Inc$1.4M0.03%28,524CommonNONE
410120109HWCHancock Whitney Corp$1.4M0.03%28,476CommonNONE
913456109UVVUniversal Corp Va$1.4M0.03%28,139CommonSOLE
81617J301WTTRSelect Water Solutions Inc$1.4M0.03%126,635CommonNONE
00182C103ANIPAni Pharmaceuticals Inc$1.3M0.03%21,021CommonNONE
292218104EIGEmployers Holdings Inc Co$1.3M0.03%31,082CommonSOLE
44951W106IESCIES Holdings$1.3M0.03%9,501CommonSOLE
70509V100PEBPebblebrook Hotel$1.3M0.03%95,264CommonNONE
948849104WMKWeis Mkts Inc Com$1.3M0.03%20,834CommonSOLE
92243G108PCVXVaxcyte Inc$1.3M0.03%17,269CommonSOLE
957090103WABCWestamerica Bancorp$1.3M0.03%26,808CommonSOLE
974250102WINAWinmark Corp Com$1.3M0.03%3,646CommonSOLE
457030104IMKTAIngles Mkts Inc Cl A$1.3M0.03%18,562CommonSOLE
19459J104COLLCollegium Pharmaceutical$1.3M0.03%39,496CommonSOLE
45781M101INVAInnoviva Inc$1.3M0.03%77,292CommonSOLE
87165B103SYFSyncrony Finl Com$1.3M0.03%26,668CommonSOLE
126128107CCNECNB Finl Corp PA$1.3M0.03%61,521CommonNONE
917047102URBNUrban Outfitters Inc$1.3M0.03%30,481CommonNONE
88337F105ODP1Office Depot Inc$1.3M0.03%31,860CommonNONE
747619104NXQuanexbuilding$1.2M0.03%44,753CommonNONE
077347300BELFBBel Fuse Inc Cl B$1.2M0.03%18,952CommonNONE
830940102SKWDSkyward Specialty Insurance Gr$1.2M0.03%34,056CommonSOLE
88076W103TDCTeradata Corp$1.2M0.03%35,356CommonSOLE
12618T105CRAICRA Int'l Inc$1.2M0.03%7,075CommonSOLE
78648T100SAFTSafety Insurance Group$1.2M0.03%16,180CommonSOLE
26210C104DBXDropbox Inc$1.2M0.03%53,664CommonSOLE
G42706104HGHamilton Insurance Group$1.2M0.03%72,217CommonNONE
56418H100MANManpower Inc$1.2M0.03%17,147CommonSOLE
69888T207PARRPar Pacific Holdings$1.2M0.03%47,300CommonNONE
74965L101RLJRLJ Lodging$1.2M0.03%123,344CommonNONE
05350V106AVNSHalyard Health Inc$1.2M0.03%59,463CommonNONE
92846Q107COCOVita Coco Company Inc$1.2M0.03%42,482CommonSOLE
50216C108LYTSLSI Industries Inc$1.2M0.03%81,154CommonNONE
91851C201EGYVaalco Energy Inc New$1.2M0.03%187,164CommonNONE
800422107JBSSSanfilippo John B Son$1.2M0.03%12,053CommonSOLE
319383204BUSEFirst Busey Corp$1.2M0.03%48,124CommonNONE
853666105SMPStandard Mtr Prods Inc$1.2M0.02%41,684CommonNONE
200525103CBSHCommerce Bancshare$1.1M0.02%20,607CommonSOLE
139674105CCBGCapital City Bank Group$1.1M0.02%40,108CommonNONE
858155203GJBSteelcase Inc$1.1M0.02%87,922CommonNONE
74319R101PRGProg Holdings Inc$1.1M0.02%32,592CommonNONE
740444104PLPCPreformed Line Products$1.1M0.02%9,040CommonNONE
03940C100ACLXGBXArcellx Inc$1.1M0.02%20,192CommonSOLE
922417100VECOVeeco Instruments$1.1M0.02%23,809CommonSOLE
69924R1086PMParamount Group Inc$1.1M0.02%239,808CommonNONE
088929104BGCBGC Partners Inc (new)$1.1M0.02%133,505CommonNONE
57638P104MBCMaster Brand, Inc$1.1M0.02%74,994CommonNONE
08579X101BRYBerry Petroleum Company Cl A$1.1M0.02%170,342CommonNONE
29605J106ESABESAB Corp$1.1M0.02%11,618CommonSOLE
46817M107JXNJackson Financial Inc$1.1M0.02%14,658CommonNONE
404609109HCKTHackett Group$1.1M0.02%50,084CommonSOLE
93627C101HCCWarrior Met Coal Inc$1.1M0.02%17,304CommonNONE
383082104GRCGorman-Rupp Co$1.1M0.02%29,400CommonSOLE
00258W108Aaron's Company Inc$1.1M0.02%107,968CommonNONE
398433102GFFGriffon Corp$1.1M0.02%16,859CommonNONE
488152208KELYAKelly Services Inc$1.1M0.02%49,253CommonSOLE
264147109DCODucommon Inc$1.0M0.02%18,044CommonSOLE
882508104TXNTexas Instruments$1.0M0.02%5,368CommonSOLE
86722A103SXCSuncoke Energy Inc$1.0M0.02%106,502CommonSOLE
68554V108OSUROraSure Technologies$1.0M0.02%242,947CommonNONE
317585404FISIFinl Institutions$1.0M0.02%53,432CommonNONE
915271100UVSPUnivest Corp Pa Com$1.0M0.02%45,057CommonNONE
126501105CTSCTS Corp Co$1.0M0.02%20,312CommonSOLE
36237H101GIIIG III Apparel Group$1.0M0.02%37,766CommonNONE
76118Y104REZIResideo Technologies$1.0M0.02%52,018CommonNONE
318672706FBPFirst Bancorp PR Com New$1.0M0.02%54,725CommonNONE
868459108SUPNSupernus Pharmaceuticals$966,6380.02%36,136CommonSOLE
H2906T109GRMNGarmin Ltd Ord$963,3460.02%5,913CommonSOLE
423452101HPHelmerich & Payne$960,4210.02%26,575CommonNONE
829214105SLPSimulations Plus Inc$959,8570.02%19,742CommonSOLE
864159108RGRSturm Ruger & Co Inc$952,8690.02%22,878CommonSOLE
982104101WSWorthington Steel Inc$948,9920.02%28,447CommonNONE
501147102KRYSKrystal Biotech$942,9930.02%5,135CommonSOLE
12763L105CDRECadre Holdings Inc$929,2430.02%27,689CommonSOLE
G8232Y101Smart Global Holdings Inc$929,0030.02%40,621CommonNONE
910340108UFCSUnited Fire & Casualty$927,1440.02%43,143CommonNONE
03071H100AMSFAmerisafe Inc$925,8170.02%21,094CommonSOLE
422819102HSIHeidrick & Struggles$922,6420.02%29,216CommonSOLE
26884U109EPREPR Properties Trust$920,8320.02%21,935CommonSOLE
03212B103AMPYAmplify Energy Corp$920,1140.02%135,710CommonNONE
09624H208BXCBlueLinx Holdings$915,2610.02%9,832CommonNONE
896288107TNETTrinet Group Inc$914,1000.02%9,141CommonNONE
49338L103KEYSKeysight Technologies$909,5250.02%6,651CommonSOLE
16208T102CLDTChatham Lodging Tr Co$908,2070.02%106,597CommonNONE
83946P107SPFISouth Plains Finl$905,5530.02%33,539CommonNONE
23954D109DAWNGBXDay One Biopharmaceutical$896,8720.02%65,085CommonSOLE
437872104HTBHometrust Bancshares Inc$885,1950.02%29,477CommonNONE
847215100SRJSpartanNash Co$883,1090.02%47,074CommonSOLE
922475108VEEVVeeva Systems Inc$881,1940.02%4,815CommonSOLE
74347M108PUMPPropetro Holdings Corp$872,5930.02%100,645CommonNONE
337738108FISVFiserv Inc$865,9230.02%5,810CommonSOLE
172062101CINFCincinnati Finl$865,7920.02%7,331CommonSOLE
029899101AWRAmerican States Water Co$864,6720.02%11,915CommonSOLE
G65773106NATNordic American Tanker$864,0790.02%217,105CommonSOLE
68162K106ZEUSOlympic Steel Inc$861,4090.02%19,215CommonNONE
293389102EBFEnnis Inc$858,6580.02%39,226CommonSOLE
39304D102GDOTGreen Dot Corp$853,2980.02%90,296CommonNONE
75282U104RNGRRanger Energy Services$853,1200.02%81,095CommonNONE
591774104MCBMetropolitan Bank Hldgs$852,3650.02%20,251CommonNONE
784730103SSRMSSR Mining Inc$852,3140.02%188,983CommonNONE
G5698W116LXFRLuxfer Hldgs PLC$852,1670.02%73,526CommonNONE
G52694109KNSAKiniksa Pharmaceuticals new$847,1890.02%45,377CommonSOLE
866082100INNSummit Hotel Properties$842,3320.02%140,623CommonNONE
278865100ECLEcolab Inc$836,8080.02%3,516CommonSOLE
030506109AMWDAmerican Woodmark Corp$836,3040.02%10,640CommonNONE
69047Q102OVVOvintiv Inc$836,2550.02%17,842CommonSOLE
59540G107MPBMid Penn Bancorp$833,0470.02%37,952CommonNONE
46005L101IMXIIntl Money Expr$829,5790.02%39,807CommonSOLE
G69451105PAXPatria Investments$822,2270.02%68,178CommonSOLE
74167B109FRSTPrimis Finl Corp$816,4240.02%77,903CommonNONE
987184108YORWYork Water Co$812,8280.02%21,915CommonSOLE
83190L208SMBKSmartfinancial$812,7820.02%34,338CommonNONE
91388P105ULHUniversal Logistics Hldgs$799,7450.02%19,703CommonNONE
46620W201JILLJ Jill Inc$799,6940.02%22,868CommonNONE
498894104KNFKnife River Corp$798,6150.02%11,386CommonNONE
71367G102PWPPerella Weinberg Partners$796,6400.02%49,024CommonSOLE
639027101NATRNatures Sunshine Products$794,2050.02%52,701CommonNONE

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.