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LSV ASSET MANAGEMENT

Q3 2023 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2023-11-03 · accession 0001050470-23-000015

$43.0M
Reported value
866
Positions
2023-09-30
Period end
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Holdings as filed

First 500 of 866

CUSIPTickerIssuerValue% port.SharesClassVoting
58933Y105MRKMerck & Co Inc$804,4721.87%7,814,200CommonSOLE
30231G102XOMExxon Mobil Corp$680,2761.58%5,785,640CommonSOLE
20030N101CMCSAComcast Corp$670,3591.56%15,118,600CommonSOLE
17275R102CSCOCisco Systems Inc$616,5471.43%11,468,506CommonSOLE
110122108BMYBristol-Myers Squibb Co$522,1721.21%8,996,763CommonSOLE
031162100AMGNAmgen Inc$519,4991.21%1,932,948CommonSOLE
717081103PFEPfizer Inc$468,8731.09%14,135,468CommonSOLE
375558103GILDGilead Sciences Inc$459,9971.07%6,138,209CommonSOLE
466313103JBLJabil Inc$459,7011.07%3,622,831CommonSOLE
92343V104VZVerizon Communications Inc$454,5561.06%14,025,175CommonSOLE
501044101KRKroger Co/The$438,9651.02%9,809,272CommonSOLE
00206R102TAT&T Inc$430,2561.00%28,645,543CommonSOLE
60871R209TAPMolson Coors Beverage Co$414,8380.96%6,523,630CommonSOLE
24703L202DELLDell Technologies Inc$401,0850.93%5,821,260CommonSOLE
126650100CVSCVS Health Corp$397,2320.92%5,689,375CommonSOLE
31428X106FDXFedEx Corp$386,9470.90%1,460,620CommonSOLE
001084102AGCOAGCO Corp$384,0900.89%3,247,294CommonSOLE
58155Q103MCKMcKesson Corp$372,5070.87%856,634CommonSOLE
001055102AFLAflac Inc$367,3460.85%4,786,273CommonSOLE
478160104JNJJohnson & Johnson$350,7130.82%2,251,770CommonSOLE
231021106CMICummins Inc$345,9850.80%1,514,421CommonSOLE
026874784AIGAmerican International Group Inc$333,1110.77%5,496,879CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$330,2060.77%4,656,695CommonSOLE
03076C106AMPAmeriprise Financial Inc$328,7920.76%997,305CommonSOLE
042735100ARWArrow Electronics Inc$322,3930.75%2,574,204CommonSOLE
40434L105HPQHP Inc$321,8990.75%12,525,250CommonSOLE
500754106KHCKraft Heinz Co/The$311,6210.72%9,263,400CommonSOLE
064058100BKBank of New York Mellon Corp/The$311,3160.72%7,299,329CommonSOLE
172967424CCitigroup Inc$308,9410.72%7,511,342CommonSOLE
690742101OCOwens Corning$307,8000.72%2,256,436CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$307,0550.71%2,372,177CommonSOLE
745867101PHMPulteGroup Inc$302,4450.70%4,084,336CommonSOLE
68389X105ORCLOracle Corp$294,6370.69%2,781,690CommonSOLE
30303M102METAMeta Platforms Inc$285,6620.66%951,540CommonSOLE
37045V100GMGeneral Motors Co$284,1310.66%8,617,870CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$277,2320.64%15,960,396CommonSOLE
40412C101HCAHCA Healthcare Inc$276,2980.64%1,123,253CommonSOLE
56585A102MPCMarathon Petroleum Corp$271,9760.63%1,797,117CommonSOLE
949746101WMT2Wells Fargo & Co$270,9590.63%6,631,400CommonSOLE
92840M102VSTVistra Corp$270,5820.63%8,154,984CommonSOLE
403949100DINOHF Sinclair Corp$270,3490.63%4,748,796CommonSOLE
G02602103DOXAmdocs Ltd$261,8750.61%3,099,482CommonSOLE
08579W103BERYEURBerry Global Group Inc$257,5390.60%4,159,896CommonSOLE
883203101TXTTextron Inc$255,6560.59%3,271,771CommonSOLE
91913Y100VLOValero Energy Corp$253,3030.59%1,787,472CommonSOLE
345370860FFord Motor Co$251,3590.58%20,238,211CommonSOLE
278642103EBAYeBay Inc$245,6590.57%5,571,767CommonSOLE
759509102RSReliance Steel & Aluminum Co$244,6040.57%932,783CommonSOLE
857477103STTState Street Corp$243,3980.57%3,634,975CommonSOLE
7591EP100RFRegions Financial Corp$237,8640.55%13,829,288CommonSOLE
35137L105FOXAFox Corp$237,3190.55%7,606,391CommonSOLE
963320106WHRWhirlpool Corp$233,4130.54%1,745,794CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$233,1370.54%3,947,454CommonSOLE
205887102CAGConagra Brands Inc$232,5830.54%8,482,239CommonSOLE
718546104PSXPhillips 66$231,7530.54%1,928,863CommonSOLE
70959W103PAGPenske Automotive Group Inc$228,2600.53%1,366,334CommonSOLE
457187102INGRIngredion Inc$222,4020.52%2,260,182CommonSOLE
459200101IBMInternational Business Machines Corp$221,4580.52%1,578,460CommonNONE
629377508NRGNRG Energy Inc$221,4020.52%5,747,710CommonSOLE
038222105AMATApplied Materials Inc$218,8520.51%1,580,728CommonSOLE
458140100INTCIntel Corp$218,7270.51%6,152,650CommonSOLE
14149Y108CAHCardinal Health Inc$217,9090.51%2,509,892CommonSOLE
747525103QCOMQUALCOMM Inc$216,7450.50%1,951,601CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$198,7390.46%614,207CommonSOLE
85208M102SFMSprouts Farmers Market Inc$198,2450.46%4,631,889CommonSOLE
125523100CICigna Group/The$198,2290.46%692,940CommonSOLE
14040H105COFCapital One Financial Corp$191,2510.44%1,970,643CommonSOLE
Y2573F102FLEXFlex Ltd$188,7580.44%6,996,205CommonSOLE
65336K103NXSTNexstar Media Group Inc$188,1080.44%1,312,043CommonSOLE
G3223R108EGEverest Group Ltd$182,7310.43%491,649CommonSOLE
039483102ADMArcher-Daniels-Midland Co$180,6530.42%2,395,296CommonSOLE
750236101RDNRadian Group Inc$175,0940.41%6,973,089CommonSOLE
552848103MTGMGIC Investment Corp$174,0360.40%10,427,565CommonSOLE
174610105CFGCitizens Financial Group Inc$171,7690.40%6,409,299CommonSOLE
83088M102SWKSSkyworks Solutions Inc$171,6750.40%1,741,300CommonSOLE
02209S103MOAltria Group Inc$170,8930.40%4,064,043CommonSOLE
N53745100LYBLyondellBasell Industries NV$170,7400.40%1,802,959CommonSOLE
833034101SNASnap-on Inc$170,0730.40%666,796CommonSOLE
59156R108METMetLife Inc$169,4230.39%2,693,100CommonSOLE
447011107HUNHuntsman Corp$168,7600.39%6,916,391CommonSOLE
539830109LMTLockheed Martin Corp$168,4090.39%411,797CommonSOLE
23918K108DVADaVita Inc$168,3040.39%1,780,428CommonSOLE
783549108RRyder System Inc$167,9610.39%1,570,462CommonSOLE
254709108DFSEURDiscover Financial Services$166,4980.39%1,921,949CommonSOLE
13057Q305CRCCalifornia Resources Corp$164,8500.38%2,943,220CommonSOLE
858119100STLDSteel Dynamics Inc$161,2630.38%1,504,038CommonSOLE
412822108HOGHarley-Davidson Inc$160,2120.37%4,846,109CommonSOLE
031652100AMKRAmkor Technology Inc$159,9770.37%7,078,642CommonSOLE
989701107ZIONZions Bancorp NA$156,7820.36%4,493,618CommonSOLE
928563402VMWAVMware Inc$151,9160.35%912,516CommonSOLE
15135B101CNCCentene Corp$151,9080.35%2,205,400CommonSOLE
053807103AVTAvnet Inc$148,3030.34%3,077,468CommonSOLE
277432100EMNEastman Chemical Co$147,4690.34%1,922,169CommonSOLE
099724106BWABorgWarner Inc$145,7400.34%3,610,101CommonSOLE
910047109UALUnited Airlines Holdings Inc$145,3300.34%3,435,697CommonSOLE
253393102DKSDick's Sporting Goods Inc$143,7920.33%1,324,292CommonSOLE
96145D105WRKUSDWestrock Co$142,3410.33%3,976,006CommonSOLE
254543101DIODDiodes Inc$141,6490.33%1,796,670CommonSOLE
025932104AFGAmerican Financial Group Inc/OH$140,6450.33%1,259,474CommonSOLE
91529Y106UNMUnum Group$140,5300.33%2,856,877CommonSOLE
55261F104MTBM&T Bank Corp$140,1760.33%1,108,552CommonSOLE
047649108ATKRAtkore Inc$139,7270.33%936,568CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$131,4640.31%642,604CommonSOLE
G1890L107CPRICapri Holdings Ltd$130,2000.30%2,474,806CommonSOLE
05329W102ANAutoNation Inc$128,2440.30%847,054CommonSOLE
011659109ALKAlaska Air Group Inc$126,4340.29%3,409,776CommonSOLE
913903100UHSUniversal Health Services Inc$126,0960.29%1,002,908CommonSOLE
565849106MRO*Marathon Oil Corp$125,5270.29%4,692,600CommonSOLE
56418H100MANManpowerGroup Inc$122,6960.29%1,673,433CommonSOLE
N20944109CNHCNH Industrial NV$122,0910.28%10,090,140CommonSOLE
060505104BACBank of America Corp$121,8890.28%4,451,760CommonSOLE
247361702DALDelta Air Lines Inc$120,4340.28%3,254,984CommonSOLE
889478103TOLToll Brothers Inc$120,0450.28%1,623,109CommonSOLE
74834L100DGXQuest Diagnostics Inc$119,4740.28%980,422CommonSOLE
46625H100JPMJPMorgan Chase & Co$118,4520.28%816,800CommonSOLE
860630102SFStifel Financial Corp$118,2600.28%1,924,800CommonSOLE
928298108VSHVishay Intertechnology Inc$117,9330.27%4,770,771CommonSOLE
617446448MSMorgan Stanley$116,4210.27%1,425,499CommonSOLE
03743Q108APAAPA Corp$116,2420.27%2,828,262CommonSOLE
00287Y109ABBVAbbVie Inc$115,3560.27%773,890CommonSOLE
12621E103CNOCNO Financial Group Inc$114,2950.27%4,816,495CommonSOLE
086516101BBYBest Buy Co Inc$114,1880.27%1,643,701CommonSOLE
388689101GPKGraphic Packaging Holding Co$113,2810.26%5,084,404CommonSOLE
31847R102FAFFirst American Financial Corp$113,0400.26%2,001,060CommonSOLE
013091103ACIAlbertsons Cos Inc$107,1430.25%4,709,600CommonSOLE
17888H103CIVICivitas Resources Inc$105,0980.24%1,299,593CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$104,9640.24%4,719,583CommonSOLE
292562105WIREEUREncore Wire Corp$104,8830.24%574,828CommonSOLE
959802109WUWestern Union Co/The$104,4700.24%7,926,420CommonSOLE
651587107NEUNewMarket Corp$104,4630.24%229,568CommonNONE
44107P104HSTHost Hotels & Resorts Inc$102,5470.24%6,381,277CommonSOLE
801056102SANMSanmina Corp$101,1120.24%1,862,788CommonSOLE
63938C108NAVINavient Corp$100,8150.23%5,854,555CommonSOLE
47233W109JEFJefferies Financial Group Inc$100,3580.23%2,739,763CommonSOLE
526057104LENLennar Corp$99,5480.23%886,997CommonSOLE
98421M106XRXXerox Holdings Corp$97,9100.23%6,240,257CommonSOLE
316773100FITBFifth Third Bancorp$97,6850.23%3,856,500CommonSOLE
172755100CRUSCirrus Logic Inc$96,6970.22%1,307,419CommonSOLE
74736K101QRVOQorvo Inc$96,1910.22%1,007,547CommonSOLE
61945C103MOSMosaic Co/The$95,3380.22%2,678,030CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$94,6500.22%7,614,645CommonSOLE
636180101NFGNational Fuel Gas Co$93,0090.22%1,791,738CommonSOLE
094235108BLMNBloomin' Brands Inc$92,5490.22%3,763,692CommonSOLE
500255104KSSKohl's Corp$92,1780.21%4,397,799CommonSOLE
92556V106VTRSViatris Inc$90,3050.21%9,158,751CommonSOLE
493267108KEYKeyCorp$90,0820.21%8,371,955CommonSOLE
70450Y103PYPLPayPal Holdings Inc$89,6370.21%1,533,300CommonSOLE
02005N100ALLYAlly Financial Inc$88,9960.21%3,335,671CommonSOLE
09062X103BIIBBiogen Inc$88,5790.21%344,652CommonSOLE
521865204LEALear Corp$88,1120.20%656,569CommonSOLE
00508Y102AYIAcuity Brands Inc$87,9250.20%516,262CommonSOLE
929089100VOYAVoya Financial Inc$86,7590.20%1,305,622CommonSOLE
91307C102UTHRUnited Therapeutics Corp$86,5240.20%383,068CommonSOLE
88337F105ODP1ODP Corp/The$86,1200.20%1,866,093CommonSOLE
62886E108VYXNCR Voyix Corp$85,8440.20%3,182,943CommonSOLE
615394202MOG/AMoog Inc$85,7170.20%758,828CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners PLC$84,1170.20%1,346,306CommonSOLE
G16962105BGUSDBunge Ltd$82,9330.19%766,128CommonSOLE
146229109CRICarter's Inc$82,2770.19%1,189,836CommonSOLE
885160101THOThor Industries Inc$81,2980.19%854,600CommonSOLE
681936100OHIOmega Healthcare Investors Inc$81,1490.19%2,447,200CommonSOLE
871332102SLVMSylvamo Corp$79,5620.19%1,810,695CommonSOLE
398905109GPIGroup 1 Automotive Inc$79,2790.18%295,036CommonSOLE
902681105UGIUGI Corp$78,2500.18%3,402,180CommonSOLE
974637100WGOWinnebago Industries Inc$77,9640.18%1,311,415CommonSOLE
668771108GENGen Digital Inc$77,4180.18%4,378,818CommonSOLE
87162W100SNXTD SYNNEX Corp$74,8780.17%749,833CommonSOLE
397624107GEFGreif Inc$74,6250.17%1,116,971CommonSOLE
165167735EXEChesapeake Energy Corp$74,0280.17%858,500CommonSOLE
23355L106DXCDXC Technology Co$74,0160.17%3,553,327CommonSOLE
093671105HRBH&R Block Inc$72,9960.17%1,695,215CommonSOLE
163851108CCChemours Co/The$72,6660.17%2,590,600CommonSOLE
344849104WOOFoot Locker Inc$72,5140.17%4,179,479CommonSOLE
45337C102INCYIncyte Corp$70,8280.16%1,226,035CommonSOLE
534187109LNCLincoln National Corp$70,7960.16%2,867,376CommonSOLE
887389104TKRTimken Co/The$69,9250.16%951,488CommonSOLE
46333X108IRWDIronwood Pharmaceuticals Inc$68,9910.16%7,164,209CommonSOLE
87901J105TGNATEGNA Inc$68,0190.16%4,668,419CommonSOLE
827048109SLGNSilgan Holdings Inc$67,2560.16%1,560,093CommonSOLE
828806109SPGSimon Property Group Inc$66,6700.16%617,145CommonSOLE
45688C107NGVTIngevity Corp$66,6110.15%1,399,105CommonSOLE
03937C105ARCBArcBest Corp$65,5590.15%644,949CommonSOLE
126349109CSNCSG Systems International Inc$65,1340.15%1,274,141CommonSOLE
55616P104MMacy's Inc$64,8430.15%5,585,082CommonSOLE
149123101CATCaterpillar Inc$64,7560.15%237,200CommonSOLE
808625107SAICScience Applications International Corp$63,4650.15%601,338CommonSOLE
693656100PVHPVH Corp$61,1880.14%799,736CommonSOLE
12008R107BLDRBuilders FirstSource Inc$61,0870.14%490,700CommonSOLE
035710839NLYAnnaly Capital Management Inc$60,9480.14%3,240,170CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$60,8220.14%1,286,686CommonSOLE
320517105FHNFirst Horizon Corp$60,4690.14%5,487,209CommonSOLE
67103X102OFGOFG Bancorp$59,8890.14%2,005,658CommonSOLE
64828T201RITMRithm Capital Corp$59,7910.14%6,436,035CommonSOLE
78573L106SBRASabra Health Care REIT Inc$59,6400.14%4,278,349CommonSOLE
92763W103VIPSVipshop Holdings Ltd$59,5970.14%3,722,500CommonSOLE
624756102MLIMueller Industries Inc$59,0800.14%786,050CommonSOLE
505336107LZBLa-Z-Boy Inc$58,4870.14%1,893,993CommonSOLE
4315711089HIHillenbrand Inc$58,1640.14%1,374,713CommonSOLE
87165B103SYFSynchrony Financial$57,8770.13%1,893,254CommonSOLE
69318G106PBFPBF Energy Inc$56,6620.13%1,058,504CommonSOLE
29272W109ENREnergizer Holdings Inc$56,1000.13%1,750,934CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$55,1560.13%413,835CommonSOLE
67098H104OIO-I Glass Inc$54,2430.13%3,242,278CommonSOLE
875465106SKTTanger Factory Outlet Centers Inc$53,9690.13%2,388,008CommonSOLE
219798105QDELQuidelOrtho Corp$53,8590.13%737,395CommonSOLE
06652K103BKUBankUnited Inc$53,2640.12%2,346,450CommonSOLE
68622V106OGNOrganon & Co$52,6330.12%3,031,852CommonSOLE
87265H109T86Tri Pointe Homes Inc$52,5260.12%1,920,520CommonSOLE
89832Q109TFCTruist Financial Corp$51,6500.12%1,805,300CommonSOLE
166764100CVXChevron Corp$51,1820.12%303,537CommonNONE
M5425M103INMDInmode Ltd$51,1370.12%1,678,819CommonSOLE
57164Y107VACMarriott Vacations Worldwide Corp$51,1310.12%508,112CommonSOLE
11120U105BRXBrixmor Property Group Inc$50,6800.12%2,438,900CommonSOLE
20825C104COPConocoPhillips$50,2450.12%419,410CommonSOLE
37940X102GPNGlobal Payments Inc$49,8460.12%431,980CommonSOLE
81619Q105SEMSelect Medical Holdings Corp$47,8400.11%1,893,158CommonSOLE
26884U109EPREPR Properties$47,6030.11%1,145,958CommonSOLE
64110D104NTAPNetApp Inc$46,8540.11%617,471CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$46,0400.11%1,380,922CommonSOLE
053332102AZOAutoZone Inc$45,8620.11%18,056CommonNONE
117043109BCBrunswick Corp/DE$45,7990.11%579,735CommonSOLE
126117100CNACNA Financial Corp$45,4330.11%1,154,589CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$44,4700.10%2,898,943CommonSOLE
72815L107PLTKPlaytika Holding Corp$44,3320.10%4,603,513CommonSOLE
29084Q100EMEEMCOR Group Inc$42,5240.10%202,120CommonNONE
733174700BPOPPopular Inc$42,1850.10%669,500CommonSOLE
950755108WERNWerner Enterprises Inc$41,2520.10%1,059,100CommonNONE
680223104ORIOld Republic International Corp$41,1370.10%1,526,990CommonSOLE
26210C104DBXDropbox Inc$41,0270.10%1,506,700CommonSOLE
045487105ASBAssociated Banc-Corp$39,9740.09%2,336,276CommonSOLE
149150104CATYCathay General Bancorp$39,7600.09%1,143,840CommonSOLE
23331A109DHIDR Horton Inc$39,7490.09%369,860CommonSOLE
744320102PRUPrudential Financial Inc$39,6640.09%417,997CommonSOLE
466367109JACKJack in the Box Inc$39,4600.09%571,393CommonSOLE
759351604RGAReinsurance Group of America Inc$38,8430.09%267,530CommonSOLE
248019101DLXDeluxe Corp$38,3030.09%2,027,704CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$37,7590.09%107,790CommonNONE
379378201GNLGlobal Net Lease Inc$36,6280.09%3,811,477CommonSOLE
302635206FSKFS KKR Capital Corp$36,1870.08%1,837,818CommonSOLE
693718108PCARPACCAR Inc$35,9760.08%423,150CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$35,7720.08%634,600CommonSOLE
825690100SSTKShutterstock Inc$35,6500.08%936,937CommonNONE
81761L102SVCService Properties Trust$35,6330.08%4,633,736CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$35,2750.08%616,800CommonSOLE
548661107LOWLowe's Cos Inc$35,2140.08%169,430CommonSOLE
04010L103ARCCAres Capital Corp$34,9960.08%1,797,447CommonSOLE
020002101ALLAllstate Corp/The$34,9270.08%313,500CommonSOLE
91325V108Uniti Group Inc$34,8510.08%7,383,616CommonSOLE
688239201OSKOshkosh Corp$34,5450.08%361,988CommonNONE
607828100MODModine Manufacturing Co$34,4090.08%752,100CommonNONE
647551100NMFCNew Mountain Finance Corp$33,9940.08%2,625,003CommonNONE
457030104IMKTAIngles Markets Inc$33,6360.08%446,511CommonSOLE
254423106DINDine Brands Global Inc$33,5760.08%678,992CommonSOLE
28035Q102EPCEdgewell Personal Care Co$32,6490.08%883,354CommonSOLE
931142103WMTWalmart Inc$32,4500.08%202,900CommonNONE
92556H2060VVBParamount Global$32,4490.08%2,515,395CommonSOLE
024013104AATAmerican Assets Trust Inc$32,4140.08%1,666,543CommonSOLE
428567101HB6Hibbett Inc$32,1270.07%676,218CommonSOLE
76009N100UPBDUpbound Group Inc$31,8860.07%1,082,732CommonSOLE
79546E104SBHSally Beauty Holdings Inc$31,8630.07%3,802,216CommonSOLE
719405102PLABPhotronics Inc$31,5320.07%1,560,215CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$31,2240.07%594,290CommonSOLE
302520101FNBFNB Corp/PA$31,1510.07%2,887,024CommonSOLE
25179M103DVNDevon Energy Corp$31,0750.07%651,460CommonSOLE
191098102COKECoca-Cola Consolidated Inc$30,6630.07%48,188CommonSOLE
27579R104EWBCEast West Bancorp Inc$30,3560.07%575,900CommonSOLE
928881101VNTVontier Corp$30,0230.07%971,000CommonSOLE
626755102MUSAMurphy USA Inc$29,9800.07%87,730CommonNONE
487836108KKellanova$29,9100.07%502,600CommonNONE
401617105GU9Guess Inc$29,8280.07%1,378,389CommonNONE
50060P106KOPKoppers Holdings Inc$29,6840.07%750,550CommonSOLE
09739D100BCCBoise Cascade Co$29,6440.07%287,694CommonSOLE
37247D106GNWGenworth Financial Inc$29,4400.07%5,023,954CommonSOLE
969904101WSMWilliams-Sonoma Inc$29,1180.07%187,374CommonSOLE
G3198U102ESNTEssent Group Ltd$29,1100.07%615,553CommonSOLE
923451108VBTXVeritex Holdings Inc$28,5620.07%1,591,209CommonNONE
200340107CMAComerica Inc$28,2110.07%678,976CommonSOLE
024061103DCHAmerican Axle & Manufacturing Holdings Inc$27,9570.07%3,850,800CommonSOLE
04911A107AUBAtlantic Union Bankshares Corp$27,2500.06%946,850CommonSOLE
703395103PDCOEURPatterson Cos Inc$27,1310.06%915,345CommonNONE
981475106WKCWorld Kinect Corp$27,0800.06%1,207,333CommonSOLE
747619104NXQuanex Building Products Corp$26,7210.06%948,548CommonSOLE
48666K109KBHKB Home$26,4080.06%570,610CommonSOLE
95082P105WCCWESCO International Inc$26,3860.06%183,468CommonNONE
443320106HUBGHub Group Inc$26,3080.06%334,962CommonSOLE
59001A102MTHMeritage Homes Corp$26,1480.06%213,643CommonNONE
666807102NOCNorthrop Grumman Corp$25,9840.06%59,028CommonNONE
45765U103NSITInsight Enterprises Inc$25,9830.06%178,580CommonNONE
720190206PDMPiedmont Office Realty Trust Inc$25,5840.06%4,552,294CommonSOLE
600544100MLKNMillerKnoll Inc$25,4350.06%1,040,300CommonSOLE
22284P105CVLGCovenant Logistics Group Inc$25,4060.06%579,390CommonSOLE
370334104GISGeneral Mills Inc$25,2890.06%395,200CommonNONE
008252108AMGAffiliated Managers Group Inc$25,2830.06%193,976CommonSOLE
319383204BUSEFirst Busey Corp$25,2700.06%1,314,780CommonSOLE
532457108LLYEli Lilly & Co$25,2450.06%47,000CommonNONE
30034W106EVRGEvergy Inc$25,2180.06%497,400CommonNONE
192446102CTSHCognizant Technology Solutions Corp$24,6440.06%363,802CommonSOLE
872280102CGBDCarlyle Secured Lending Inc$24,4100.06%1,683,463CommonSOLE
43940T109HOPEHope Bancorp Inc$24,3710.06%2,753,800CommonSOLE
037598109APOGApogee Enterprises Inc$24,1190.06%512,292CommonSOLE
26875P101EOGEOG Resources Inc$23,5390.05%185,700CommonSOLE
594918104MSFTMicrosoft Corp$23,4290.05%74,200CommonNONE
929566107WNCWabash National Corp$23,4170.05%1,108,739CommonSOLE
037833100AAPLApple Inc$23,1300.05%135,100CommonNONE
67401P405OCSLOaktree Specialty Lending Corp$22,8830.05%1,137,333CommonNONE
419596101HVTHaverty Furniture Cos Inc$22,8190.05%792,889CommonSOLE
29364G103ETREntergy Corp$22,8010.05%246,500CommonNONE
30161Q104EXELExelixis Inc$22,6720.05%1,037,640CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$21,6500.05%868,783CommonNONE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$21,1810.05%999,108CommonSOLE
516544103LNTHLantheus Holdings Inc$21,0860.05%303,490CommonSOLE
894164102TNLTravel Leisure Co$21,0210.05%572,309CommonNONE
74164F103PRIMPrimoris Services Corp$20,9360.05%639,652CommonSOLE
410120109HWCHancock Whitney Corp$20,8030.05%562,400CommonSOLE
502431109LHXL3Harris Technologies Inc$20,7900.05%119,400CommonNONE
G9087Q102TROXTronox Holdings PLC$20,2890.05%1,509,570CommonSOLE
911363109URIUnited Rentals Inc$20,1430.05%45,309CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$20,1050.05%983,612CommonNONE
655664100JWNUSDNordstrom Inc$20,0300.05%1,340,689CommonSOLE
806407102HSICHenry Schein Inc$19,8320.05%267,100CommonSOLE
00081T108ACCOACCO Brands Corp$19,7040.05%3,432,700CommonSOLE
025676206AELUSDAmerican Equity Investment Life Holding Co$19,6970.05%367,200CommonSOLE
410495204HAFCHanmi Financial Corp$19,6260.05%1,209,247CommonSOLE
71880K101PHINPhinia Inc$19,4610.05%726,430CommonSOLE
297602104ETDEthan Allen Interiors Inc$19,3170.04%646,066CommonSOLE
832696405SJMJ M Smucker Co/The$18,9900.04%154,507CommonNONE
86800U104SMCIUSDSuper Micro Computer Inc$18,6690.04%68,080CommonNONE
760759100RSGRepublic Services Inc$18,6690.04%131,000CommonNONE
847215100SRJSpartanNash Co$18,6000.04%845,473CommonSOLE
036752103ELVElevance Health Inc$18,2440.04%41,900CommonNONE
00676P107ADEAAdeia Inc$18,1560.04%1,700,001CommonSOLE
G8232Y101SMART Global Holdings Inc$18,1530.04%745,500CommonNONE
21871N101CXWCoreCivic Inc$18,0910.04%1,608,125CommonSOLE
00773T101ASIXAdvanSix Inc$18,0810.04%581,750CommonNONE
038923108ABRArbor Realty Trust Inc$18,0760.04%1,190,746CommonNONE
871607107SNPSSynopsys Inc$18,0380.04%39,300CommonNONE
86722A103SXCSunCoke Energy Inc$18,0340.04%1,776,758CommonNONE
620076307MSIMotorola Solutions Inc$18,0220.04%66,200CommonNONE
38173M102GBDCGolub Capital BDC Inc$17,5030.04%1,193,086CommonNONE
89417E109TRVTravelers Cos Inc/The$17,3440.04%106,200CommonNONE
87161C501SYU1Synovus Financial Corp$16,9120.04%608,337CommonSOLE
105368203BDNBrandywine Realty Trust$16,7960.04%3,699,603CommonSOLE
758075402RWTRedwood Trust Inc$16,7880.04%2,354,627CommonSOLE
02376R102AALAmerican Airlines Group Inc$16,7370.04%1,306,565CommonSOLE
91324P102UNHUnitedHealth Group Inc$16,6380.04%33,000CommonNONE
938824109WAFDWaFd Inc$16,5140.04%644,572CommonNONE
438128308HMCHonda Motor Co Ltd$16,5090.04%490,742CommonNONE
29452E101EQHEquitable Holdings Inc$16,3430.04%575,677CommonSOLE
03940R107ARCH1USDArch Resources Inc$16,2470.04%95,200CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$16,2070.04%173,100CommonSOLE
806037107SCSCScanSource Inc$16,0700.04%530,173CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$16,0480.04%285,149CommonSOLE
G39108108GTESGates Industrial Corp PLC$16,0110.04%1,379,074CommonNONE
360271100FULTFulton Financial Corp$15,6950.04%1,296,075CommonSOLE
743312100PRGSProgress Software Corp$15,5940.04%296,569CommonNONE
58463J304MPTMedical Properties Trust Inc$15,5910.04%2,860,814CommonSOLE
88034P109TMETencent Music Entertainment Group$15,5620.04%2,439,188CommonSOLE
00164V103AMCXAMC Networks Inc$15,4800.04%1,314,105CommonSOLE
743315103PGRProgressive Corp/The$15,4480.04%110,900CommonNONE
318672706FBPFirst BanCorp/Puerto Rico$15,3980.04%1,143,989CommonSOLE
109641100EATBrinker International Inc$15,1660.04%480,100CommonNONE
G4412G101HLFHerbalife Ltd$15,0980.04%1,079,203CommonSOLE
49428J109KEKimball Electronics Inc$15,0930.04%551,236CommonNONE
74965L101RLJRLJ Lodging Trust$15,0710.04%1,539,400CommonNONE
001744101AMNAMN Healthcare Services Inc$15,0390.03%176,551CommonNONE
N70544106PL0Playa Hotels & Resorts NV$14,8880.03%2,056,400CommonNONE
835495102SONSonoco Products Co$14,8860.03%273,900CommonNONE
20854L108CEIXEURCONSOL Energy Inc$14,8820.03%141,853CommonNONE
689648103OTTROtter Tail Corp$14,8820.03%196,016CommonNONE
339041105FLT1EURFleetCor Technologies Inc$14,8350.03%58,100CommonSOLE
49803T300KRGKite Realty Group Trust$14,7200.03%687,212CommonNONE
143905107CSVCarriage Services Inc$14,6390.03%518,193CommonNONE
82981J109SITCUSDSITE Centers Corp$14,6070.03%1,184,698CommonSOLE
781846209RUSHARush Enterprises Inc$14,5150.03%355,500CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals Inc$14,5050.03%1,240,769CommonNONE
92835K103VPGVishay Precision Group Inc$14,2570.03%424,576CommonSOLE
608190104MHKMohawk Industries Inc$14,2480.03%166,040CommonSOLE
293389102EBFEnnis Inc$14,1070.03%664,780CommonNONE
320218100THFFFirst Financial Corp/IN$14,0010.03%414,108CommonSOLE
224441105CXTCrane NXT Co$13,9250.03%250,586CommonSOLE
576485205MTDRMatador Resources Co$13,8830.03%233,400CommonSOLE
708062104PNNTPennantPark Investment Corp$13,8290.03%2,101,737CommonSOLE
626717102MURMurphy Oil Corp$13,7760.03%303,764CommonSOLE
018581108BFHBread Financial Holdings Inc$13,6130.03%398,030CommonNONE
30040P103EVTCEVERTEC Inc$13,2140.03%355,417CommonNONE
74319R101PRGPROG Holdings Inc$12,9350.03%389,481CommonSOLE
201723103CMCCommercial Metals Co$12,9110.03%261,300CommonSOLE
138006309CAJPYCanon Inc$12,7580.03%531,600CommonNONE
703481101PTENPatterson-UTI Energy Inc$12,6010.03%910,458CommonSOLE
23204G100CUBICustomers Bancorp Inc$12,5570.03%364,500CommonSOLE
Y2065G121DHTDHT Holdings Inc$12,5520.03%1,218,614CommonSOLE
402635502GPORGulfport Energy Corp$12,3370.03%103,967CommonNONE
58506Q109MEDPMedpace Holdings Inc$12,2950.03%50,779CommonNONE
000957100ABMABM Industries Inc$12,2750.03%306,800CommonNONE
91388P105ULHUniversal Logistics Holdings Inc$12,0710.03%479,373CommonNONE
950810101WSBCWesBanco Inc$11,6640.03%477,638CommonSOLE
31620R303FNFFidelity National Financial Inc$11,5170.03%278,870CommonSOLE
06417N103OZKBank OZK$11,5040.03%310,340CommonSOLE
05366Y201AVNWAviat Networks Inc$11,4720.03%367,691CommonSOLE
458665304TILEInterface Inc$11,3590.03%1,157,931CommonNONE
446150104HBANHuntington Bancshares Inc/OH$11,3320.03%1,089,651CommonSOLE
05580M108RILYB Riley Financial Inc$11,2590.03%274,676CommonSOLE
227046109CROXCrocs Inc$11,2060.03%127,013CommonNONE
75902K106RMRegional Management Corp$11,1370.03%402,358CommonSOLE
423403104MOMOHello Group Inc$11,0760.03%1,586,869CommonSOLE
68268W103OMFOneMain Holdings Inc$10,8440.03%270,500CommonSOLE
452521107IMMRImmersion Corp$10,8220.03%1,637,198CommonSOLE
828730200SFNCSimmons First National Corp$10,6950.02%630,600CommonNONE
10922N103BHFBrighthouse Financial Inc$10,6260.02%217,128CommonNONE
94106L109WMWaste Management Inc$10,6250.02%69,700CommonNONE
453838609IBCPIndependent Bank Corp/MI$10,5400.02%574,677CommonSOLE
74348T102PSECProspect Capital Corp$10,5100.02%1,737,254CommonNONE
488152208KELYAKelly Services Inc$10,4070.02%572,129CommonNONE
12653C108CNXCNX Resources Corp$10,3990.02%460,548CommonSOLE
077347300BELFBBel Fuse Inc$10,2980.02%215,800CommonNONE
649445103NYCBEURNew York Community Bancorp Inc$10,2720.02%905,791CommonSOLE
23345M107DTMDT Midstream Inc$10,1800.02%192,361CommonNONE
597742105MSBIMidland States Bancorp Inc$10,1260.02%492,989CommonSOLE
892331307TMToyota Motor Corp$10,0590.02%55,960CommonNONE
25432X102DCOMDime Community Bancshares Inc$10,0570.02%503,834CommonSOLE
88830M102TWITitan International Inc$10,0550.02%748,700CommonSOLE
00258W108Aaron's Co Inc/The$10,0400.02%958,932CommonSOLE
030506109AMWDAmerican Woodmark Corp$10,0270.02%132,620CommonNONE
05990K106BANCBanc of California Inc$9,8170.02%793,000CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$9,7670.02%212,368CommonNONE
G81276100SIGSignet Jewelers Ltd$9,7520.02%135,800CommonNONE
505743104LADRLadder Capital Corp$9,7010.02%945,500CommonNONE
680033107ONBOld National Bancorp/IN$9,7000.02%667,100CommonSOLE
75513E101RTXRTX Corp$9,6660.02%134,300CommonNONE
89214P109TOWNTowne Bank/Portsmouth VA$9,5670.02%417,223CommonSOLE
71363P106PRDOPerdoceo Education Corp$9,5340.02%557,559CommonNONE
83545G102SAHSonic Automotive Inc$9,4760.02%198,400CommonNONE
783754104RYZRyerson Holding Corp$9,4240.02%323,977CommonSOLE
731068102PIIPolaris Inc$9,3930.02%90,200CommonSOLE
043436104ABGAsbury Automotive Group Inc$9,3870.02%40,800CommonSOLE
934423104WBDWarner Bros Discovery Inc$9,3530.02%861,269CommonSOLE
92852X103VTSVitesse Energy Inc$9,3240.02%407,332CommonSOLE
824889109SCVLShoe Carnival Inc$9,2380.02%384,418CommonNONE
80689H102SNDRSchneider National Inc$9,2120.02%332,700CommonNONE
204149108CTBICommunity Trust Bancorp Inc$9,1730.02%267,757CommonNONE
744573106PEGPublic Service Enterprise Group Inc$9,1340.02%160,500CommonNONE
919794107VLYValley National Bancorp$8,9010.02%1,039,816CommonSOLE
69320M109PCBPCB Bancorp$8,8650.02%573,799CommonSOLE
740444104PLPCPreformed Line Products Co$8,7980.02%54,113CommonNONE
552690109MDUMDU Resources Group Inc$8,7150.02%445,100CommonSOLE
127055101CBTCabot Corp$8,7140.02%125,800CommonNONE
07556Q881BZHBeazer Homes USA Inc$8,6890.02%348,799CommonNONE
78469C103SPUSDSP Plus Corp$8,6270.02%238,971CommonNONE
371532102GCOGenesco Inc$8,5540.02%277,562CommonNONE
227483104CCRNCross Country Healthcare Inc$8,5200.02%343,678CommonSOLE
00215W100ASXASE Technology Holding Co Ltd$8,4480.02%1,123,377CommonSOLE
10482B101BHRBraemar Hotels & Resorts Inc$8,4420.02%3,047,588CommonNONE
292218104EIGEmployers Holdings Inc$8,2980.02%207,700CommonNONE
154760409CPFCentral Pacific Financial Corp$8,2240.02%493,040CommonSOLE
48203R104JNPJuniper Networks Inc$8,2090.02%295,400CommonNONE
G7738W106SFLSFL Corp Ltd$8,1750.02%733,196CommonSOLE
20848V105CCSIConsensus Cloud Solutions Inc$8,1570.02%323,942CommonSOLE
69351T106PPLPPL Corp$8,1350.02%345,300CommonNONE
077454106BDCBelden Inc$8,0810.02%83,700CommonNONE
628464109MYEMyers Industries Inc$8,0780.02%450,526CommonNONE
04208T108AHRTArmada Hoffler Properties Inc$8,0670.02%787,768CommonSOLE
36251C103GMS1EURGMS Inc$7,9260.02%123,900CommonSOLE
67623C109OPITQOffice Properties Income Trust$7,9200.02%1,931,737CommonSOLE
G8766E109TGHEURTextainer Group Holdings Ltd$7,9170.02%212,525CommonSOLE
178587101CIOCity Office REIT Inc$7,8810.02%1,854,241CommonSOLE
222795502CUZCousins Properties Inc$7,7970.02%382,749CommonSOLE
78440P306SKMSK Telecom Co Ltd$7,7380.02%360,561CommonNONE
876030107TPRTapestry Inc$7,7140.02%268,300CommonSOLE
675234108OCFCOceanFirst Financial Corp$7,6530.02%528,911CommonNONE
422819102HSIHeidrick & Struggles International Inc$7,6500.02%305,767CommonSOLE
69121K104OBDCBlue Owl Capital Corp$7,4500.02%537,917CommonSOLE
309627107FMNBFarmers National Banc Corp$7,3170.02%632,946CommonSOLE
87305R109TTMITTM Technologies Inc$7,1480.02%555,003CommonNONE
G7496G103RNRRenaissanceRe Holdings Ltd$7,1310.02%36,031CommonNONE
703343103PATKPatrick Industries Inc$7,1270.02%94,948CommonNONE
27923Q109ECVTEcovyst Inc$7,1070.02%722,300CommonSOLE
98888T107ZIMVZimvie Inc$7,0860.02%753,029CommonSOLE
410345102HN9Hanesbrands Inc$7,0250.02%1,774,092CommonSOLE
671044105OSISOSI Systems Inc$6,9640.02%59,000CommonNONE
133034108CACCamden National Corp$6,9330.02%245,678CommonNONE
808541106MATVMativ Holdings Inc$6,9180.02%485,163CommonSOLE
337738108FISVFiserv Inc$6,8910.02%61,000CommonSOLE
35471R106FSPFranklin Street Properties Corp$6,8800.02%3,718,706CommonSOLE
205306103TBRGComputer Programs and Systems Inc$6,8520.02%429,850CommonNONE
444859102HUMHumana Inc$6,6170.02%13,600CommonNONE
587376104MBWMMercantile Bank Corp$6,5740.02%212,678CommonSOLE
269796108EGRXEagle Pharmaceuticals Inc/DE$6,4460.01%408,758CommonNONE
666762109NRIMNorthrim BanCorp Inc$6,4450.01%162,678CommonNONE
03762U105ARIApollo Commercial Real Estate Finance Inc$6,3220.01%624,078CommonSOLE
493732101KFRCKforce Inc$6,3010.01%105,614CommonNONE
74727A104QCRHQCR Holdings Inc$6,2490.01%128,800CommonSOLE
45675Y104IIIInformation Services Group Inc$6,2150.01%1,419,050CommonSOLE
63633D104NHINational Health Investors Inc$6,1990.01%120,700CommonNONE
317585404FISIFinancial Institutions Inc$6,1290.01%364,157CommonSOLE
74762E102QUREQuanta Services Inc$6,1170.01%32,700CommonNONE
11373M107BB3Brookline Bancorp Inc$6,1010.01%669,700CommonNONE
03168L105AMRXAmneal Pharmaceuticals Inc$6,0320.01%1,429,300CommonNONE
390905107GSBCGreat Southern Bancorp Inc$6,0160.01%125,546CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$6,0130.01%492,500CommonSOLE
43785V102MCHBHomeStreet Inc$5,9730.01%766,808CommonSOLE

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.