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LSV ASSET MANAGEMENT

Q4 2023 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2024-02-06 · accession 0001050470-24-000001

$45.8M
Reported value
874
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 874

CUSIPTickerIssuerValue% port.SharesClassVoting
58933Y105MRKMerck & Co Inc$814,2781.78%7,469,070CommonSOLE
20030N101CMCSAComcast Corp$687,9471.50%15,688,650CommonSOLE
30231G102XOMExxon Mobil Corp$576,1201.26%5,762,350CommonSOLE
17275R102CSCOCisco Systems Inc$569,9671.24%11,282,006CommonSOLE
031162100AMGNAmgen Inc$527,1341.15%1,830,201CommonSOLE
92343V104VZVerizon Communications Inc$523,5311.14%13,886,775CommonSOLE
00206R102TAT&T Inc$494,0581.08%29,443,243CommonSOLE
375558103GILDGilead Sciences Inc$480,2271.05%5,927,999CommonSOLE
126650100CVSCVS Health Corp$470,9871.03%5,964,887CommonSOLE
949746101WMT2Wells Fargo & Co$458,1621.00%9,308,450CommonSOLE
110122108BMYBristol-Myers Squibb Co$448,2170.98%8,735,463CommonSOLE
24703L202DELLDell Technologies Inc$435,3660.95%5,691,060CommonSOLE
501044101KRKroger Co/The$431,4460.94%9,438,775CommonSOLE
745867101PHMPulteGroup Inc$401,2850.88%3,887,664CommonSOLE
026874784AIGAmerican International Group Inc$392,0650.86%5,786,940CommonSOLE
60871R209TAPMolson Coors Beverage Co$389,2080.85%6,358,569CommonSOLE
001084102AGCOAGCO Corp$388,3140.85%3,198,367CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$387,5830.85%4,821,885CommonSOLE
064058100BKBank of New York Mellon Corp/The$383,7230.84%7,372,209CommonSOLE
717081103PFEPfizer Inc$383,3600.84%13,315,740CommonSOLE
001055102AFLAflac Inc$380,8280.83%4,616,093CommonSOLE
172967424CCitigroup Inc$379,8910.83%7,385,119CommonSOLE
58155Q103MCKMcKesson Corp$377,2190.82%814,764CommonSOLE
31428X106FDXFedEx Corp$372,4150.81%1,472,170CommonSOLE
747525103QCOMQUALCOMM Inc$371,1340.81%2,566,091CommonSOLE
40434L105HPQHP Inc$369,2430.81%12,271,291CommonSOLE
03076C106AMPAmeriprise Financial Inc$360,4300.79%948,925CommonSOLE
466313103JBLJabil Inc$344,2650.75%2,702,236CommonSOLE
478160104JNJJohnson & Johnson$340,9740.74%2,175,410CommonSOLE
231021106CMICummins Inc$340,3240.74%1,420,561CommonSOLE
690742101OCOwens Corning$336,8010.73%2,272,150CommonSOLE
500754106KHCKraft Heinz Co/The$336,3280.73%9,094,850CommonSOLE
37045V100GMGeneral Motors Co$315,0930.69%8,772,070CommonSOLE
92840M102VSTVistra Corp$313,4170.68%8,136,484CommonSOLE
042735100ARWArrow Electronics Inc$310,8160.68%2,542,460CommonSOLE
883203101TXTTextron Inc$305,0370.67%3,793,047CommonSOLE
458140100INTCIntel Corp$295,4550.64%5,879,710CommonSOLE
08579W103BERYEURBerry Global Group Inc$291,8130.64%4,330,213CommonSOLE
038222105AMATApplied Materials Inc$290,8690.63%1,794,715CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$288,2170.63%2,343,227CommonSOLE
40412C101HCAHCA Healthcare Inc$285,5060.62%1,054,773CommonSOLE
857477103STTState Street Corp$283,4050.62%3,658,731CommonSOLE
459200101IBMInternational Business Machines Corp$279,0420.61%1,706,160CommonSOLE
G02602103DOXAmdocs Ltd$270,6950.59%3,079,933CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$269,0430.59%15,844,692CommonSOLE
56585A102MPCMarathon Petroleum Corp$263,4610.57%1,775,821CommonSOLE
718546104PSXPhillips 66$261,9580.57%1,967,536CommonSOLE
403949100DINOHF Sinclair Corp$260,4400.57%4,686,701CommonSOLE
7591EP100RFRegions Financial Corp$252,5520.55%13,031,588CommonSOLE
14149Y108CAHCardinal Health Inc$250,8200.55%2,488,290CommonSOLE
30303M102METAMeta Platforms Inc$248,2040.54%701,220CommonSOLE
629377508NRGNRG Energy Inc$248,1920.54%4,800,622CommonSOLE
35137L105FOXAFox Corp$246,0580.54%8,293,153CommonSOLE
14040H105COFCapital One Financial Corp$245,5280.54%1,872,543CommonSOLE
345370860FFord Motor Co$245,3290.54%20,125,428CommonSOLE
457187102INGRIngredion Inc$242,2740.53%2,232,323CommonSOLE
205887102CAGConagra Brands Inc$237,0400.52%8,270,752CommonSOLE
278642103EBAYeBay Inc$235,7650.51%5,404,967CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$230,6330.50%597,851CommonSOLE
91913Y100VLOValero Energy Corp$226,2030.49%1,740,022CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$221,5660.48%3,810,254CommonSOLE
65336K103NXSTNexstar Media Group Inc$217,0210.47%1,384,505CommonSOLE
759509102RSReliance Steel & Aluminum Co$215,9150.47%772,008CommonSOLE
174610105CFGCitizens Financial Group Inc$215,5620.47%6,504,591CommonSOLE
Y2573F102FLEXFlex Ltd$214,6600.47%7,047,273CommonSOLE
031652100AMKRAmkor Technology Inc$214,1550.47%6,436,875CommonSOLE
552848103MTGMGIC Investment Corp$208,5000.45%10,808,716CommonSOLE
85208M102SFMSprouts Farmers Market Inc$205,3050.45%4,267,410CommonSOLE
963320106WHRWhirlpool Corp$205,1290.45%1,684,559CommonSOLE
70959W103PAGPenske Automotive Group Inc$204,7620.45%1,275,699CommonSOLE
254709108DFSEURDiscover Financial Services$203,7190.44%1,812,449CommonSOLE
688239201OSKOshkosh Corp$200,3840.44%1,848,390CommonSOLE
83088M102SWKSSkyworks Solutions Inc$196,6560.43%1,749,300CommonSOLE
125523100CICigna Group/The$195,5890.43%653,160CommonSOLE
750236101RDNRadian Group Inc$194,4660.42%6,811,417CommonSOLE
833034101SNASnap-on Inc$193,7560.42%670,806CommonSOLE
539830109LMTLockheed Martin Corp$191,3460.42%422,173CommonSOLE
253393102DKSDick's Sporting Goods Inc$190,9900.42%1,299,692CommonSOLE
02209S103MOAltria Group Inc$188,8700.41%4,681,943CommonSOLE
783549108RRyder System Inc$187,5040.41%1,629,618CommonSOLE
989701107ZIONZions Bancorp NA$187,4870.41%4,273,702CommonSOLE
039483102ADMArcher-Daniels-Midland Co$184,6980.40%2,557,441CommonSOLE
412822108HOGHarley-Davidson Inc$177,9260.39%4,829,701CommonSOLE
59156R108METMetLife Inc$175,0660.38%2,647,300CommonSOLE
858119100STLDSteel Dynamics Inc$173,0330.38%1,465,138CommonSOLE
13057Q305CRCCalifornia Resources Corp$170,9000.37%3,125,466CommonSOLE
45337C102INCYIncyte Corp$169,0200.37%2,691,827CommonSOLE
G3223R108EGEverest Group Ltd$168,3280.37%476,069CommonSOLE
15135B101CNCCentene Corp$165,5850.36%2,231,300CommonSOLE
889478103TOLToll Brothers Inc$161,7920.35%1,574,009CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$159,8110.35%615,511CommonSOLE
68389X105ORCLOracle Corp$159,3890.35%1,511,800CommonNONE
N53745100LYBLyondellBasell Industries NV$159,1430.35%1,673,779CommonSOLE
277432100EMNEastman Chemical Co$152,7160.33%1,700,250CommonSOLE
053807103AVTAvnet Inc$151,1960.33%2,999,918CommonSOLE
N20944109CNHCNH Industrial NV$151,1510.33%12,409,740CommonSOLE
55261F104MTBM&T Bank Corp$150,7860.33%1,099,982CommonSOLE
316773100FITBFifth Third Bancorp$149,5180.33%4,335,107CommonSOLE
913903100UHSUniversal Health Services Inc$149,5090.33%980,775CommonSOLE
060505104BACBank of America Corp$147,9850.32%4,395,160CommonSOLE
46625H100JPMJPMorgan Chase & Co$146,5410.32%861,500CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$145,2350.32%7,459,400CommonSOLE
H11356104BGBunge Global SA$144,4350.32%1,430,760CommonSOLE
23918K108DVADaVita Inc$143,2470.31%1,367,379CommonSOLE
047649108ATKRAtkore Inc$142,5120.31%890,700CommonSOLE
910047109UALUnited Airlines Holdings Inc$140,9360.31%3,415,797CommonSOLE
651587107NEUNewMarket Corp$138,3710.30%253,506CommonNONE
247361702DALDelta Air Lines Inc$133,5820.29%3,320,447CommonSOLE
91529Y106UNMUnum Group$132,5210.29%2,930,577CommonSOLE
025932104AFGAmerican Financial Group Inc/OH$130,8710.29%1,100,770CommonSOLE
12621E103CNOCNO Financial Group Inc$129,9890.28%4,659,095CommonSOLE
70450Y103PYPLPayPal Holdings Inc$129,9190.28%2,115,600CommonSOLE
56418H100MANManpowerGroup Inc$128,2010.28%1,613,206CommonSOLE
086516101BBYBest Buy Co Inc$128,0660.28%1,636,001CommonSOLE
617446448MSMorgan Stanley$127,6080.28%1,368,453CommonSOLE
500255104KSSKohl's Corp$126,2870.28%4,403,299CommonSOLE
320517105FHNFirst Horizon Corp$126,0070.27%8,898,809CommonSOLE
526057104LENLennar Corp$125,0000.27%838,704CommonSOLE
099724106BWABorgWarner Inc$124,1980.27%3,464,373CommonSOLE
05329W102ANAutoNation Inc$123,3370.27%821,260CommonSOLE
011659109ALKAlaska Air Group Inc$123,2670.27%3,155,029CommonSOLE
388689101GPKGraphic Packaging Holding Co$122,3650.27%4,964,104CommonSOLE
565849106MRO*Marathon Oil Corp$121,3990.26%5,024,800CommonSOLE
292562105WIREEUREncore Wire Corp$121,2030.26%567,430CommonSOLE
860630102SFStifel Financial Corp$120,5080.26%1,742,700CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$117,8050.26%4,511,857CommonSOLE
013091103ACIAlbertsons Cos Inc$114,8320.25%4,992,700CommonSOLE
98421M106XRXXerox Holdings Corp$114,5040.25%6,246,783CommonSOLE
55616P104MMacy's Inc$111,2340.24%5,528,535CommonSOLE
447011107HUNHuntsman Corp$109,3000.24%4,349,400CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$109,0680.24%1,652,541CommonSOLE
172755100CRUSCirrus Logic Inc$107,8570.24%1,296,519CommonSOLE
00508Y102AYIAcuity Brands Inc$105,9650.23%517,332CommonSOLE
63938C108NAVINavient Corp$105,8850.23%5,686,619CommonSOLE
668771108GENGen Digital Inc$105,0020.23%4,601,318CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$104,3660.23%7,288,094CommonSOLE
00287Y109ABBVAbbVie Inc$103,5960.23%668,490CommonSOLE
928298108VSHVishay Intertechnology Inc$102,7790.22%4,287,805CommonSOLE
88337F105ODP1ODP Corp/The$102,1890.22%1,815,080CommonSOLE
92556V106VTRSViatris Inc$101,8340.22%9,402,917CommonSOLE
094235108BLMNBloomin' Brands Inc$101,0890.22%3,591,096CommonSOLE
02005N100ALLYAlly Financial Inc$99,6720.22%2,854,285CommonSOLE
693656100PVHPVH Corp$98,9090.22%809,930CommonSOLE
03743Q108APAAPA Corp$98,0310.21%2,732,196CommonSOLE
G1890L107CPRICapri Holdings Ltd$97,8340.21%1,947,340CommonSOLE
885160101THOThor Industries Inc$97,8050.21%827,100CommonSOLE
26210C104DBXDropbox Inc$97,4530.21%3,305,730CommonSOLE
959802109WUWestern Union Co/The$96,3990.21%8,087,155CommonSOLE
254543101DIODDiodes Inc$95,9490.21%1,191,614CommonSOLE
801056102SANMSanmina Corp$95,2410.21%1,854,012CommonSOLE
974637100WGOWinnebago Industries Inc$92,1940.20%1,265,015CommonSOLE
929089100VOYAVoya Financial Inc$92,1380.20%1,262,860CommonSOLE
146229109CRICarter's Inc$92,1010.20%1,229,812CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners PLC$91,2870.20%1,367,801CommonSOLE
521865204LEALear Corp$90,7570.20%642,709CommonSOLE
61945C103MOSMosaic Co/The$90,2300.20%2,525,330CommonSOLE
12008R107BLDRBuilders FirstSource Inc$90,1310.20%539,900CommonSOLE
871332102SLVMSylvamo Corp$88,4780.19%1,801,629CommonSOLE
636180101NFGNational Fuel Gas Co$87,4280.19%1,742,638CommonSOLE
31847R102FAFFirst American Financial Corp$86,6120.19%1,344,065CommonSOLE
398905109GPIGroup 1 Automotive Inc$86,4470.19%283,676CommonSOLE
344849104WOOFoot Locker Inc$86,2590.19%2,769,165CommonSOLE
87901J105TGNATEGNA Inc$83,3780.18%5,449,571CommonSOLE
91307C102UTHRUnited Therapeutics Corp$82,9790.18%377,368CommonSOLE
96145D105WRKUSDWestrock Co$81,8800.18%1,972,066CommonSOLE
466367109JACKJack in the Box Inc$81,3420.18%996,472CommonSOLE
093671105HRBH&R Block Inc$81,2950.18%1,680,700CommonSOLE
87162W100SNXTD SYNNEX Corp$79,7920.17%741,488CommonSOLE
06652K103BKUBankUnited Inc$78,7080.17%2,427,027CommonSOLE
23355L106DXCDXC Technology Co$78,5540.17%3,434,788CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$78,1540.17%1,034,741CommonSOLE
46333X108IRWDIronwood Pharmaceuticals Inc$77,5870.17%6,782,101CommonSOLE
808625107SAICScience Applications International Corp$75,0940.16%604,035CommonSOLE
828806109SPGSimon Property Group Inc$75,0000.16%525,800CommonSOLE
126349109CSNCSG Systems International Inc$74,9550.16%1,408,672CommonSOLE
163851108CCChemours Co/The$74,6050.16%2,365,400CommonSOLE
534187109LNCLincoln National Corp$74,3640.16%2,757,276CommonSOLE
615394202MOG/AMoog Inc$73,2060.16%505,638CommonSOLE
87165B103SYFSynchrony Financial$72,9640.16%1,910,554CommonSOLE
03937C105ARCBArcBest Corp$72,2520.16%601,049CommonSOLE
92763W103VIPSVipshop Holdings Ltd$71,7860.16%4,042,022CommonSOLE
902681105UGIUGI Corp$71,5800.16%2,909,750CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$70,7910.15%463,325CommonSOLE
149123101CATCaterpillar Inc$70,4290.15%238,200CommonSOLE
397624107GEFGreif Inc$70,0150.15%1,067,471CommonSOLE
67103X102OFGOFG Bancorp$69,0770.15%1,843,037CommonSOLE
370334104GISGeneral Mills Inc$68,3810.15%1,049,750CommonNONE
505336107LZBLa-Z-Boy Inc$67,9300.15%1,839,931CommonSOLE
624756102MLIMueller Industries Inc$67,6740.15%1,435,300CommonSOLE
887389104TKRTimken Co/The$67,5020.15%842,192CommonSOLE
64828T201RITMRithm Capital Corp$67,1760.15%6,289,890CommonSOLE
87265H109T86Tri Pointe Homes Inc$66,5310.15%1,879,420CommonSOLE
825690100SSTKShutterstock Inc$66,1840.14%1,370,843CommonSOLE
681936100OHIOmega Healthcare Investors Inc$65,6090.14%2,139,900CommonSOLE
72815L107PLTKPlaytika Holding Corp$65,4010.14%7,500,132CommonSOLE
89832Q109TFCTruist Financial Corp$63,9090.14%1,731,000CommonSOLE
165167735EXEChesapeake Energy Corp$63,2590.14%822,190CommonSOLE
78573L106SBRASabra Health Care REIT Inc$62,5830.14%4,385,615CommonSOLE
548661107LOWLowe's Cos Inc$61,6270.13%276,912CommonSOLE
045487105ASBAssociated Banc-Corp$60,4610.13%2,826,597CommonSOLE
45688C107NGVTIngevity Corp$60,4330.13%1,279,811CommonSOLE
23331A109DHIDR Horton Inc$59,4640.13%391,260CommonSOLE
035710839NLYAnnaly Capital Management Inc$59,0310.13%3,047,542CommonSOLE
09739D100BCCBoise Cascade Co$57,7020.13%446,057CommonSOLE
733174700BPOPPopular Inc$57,3180.13%698,400CommonSOLE
219798105QDELQuidelOrtho Corp$57,2410.12%776,674CommonSOLE
69318G106PBFPBF Energy Inc$56,0450.12%1,274,904CommonSOLE
693718108PCARPACCAR Inc$55,6070.12%569,450CommonSOLE
64110D104NTAPNetApp Inc$55,3100.12%627,383CommonSOLE
11120U105BRXBrixmor Property Group Inc$54,8890.12%2,358,800CommonSOLE
26884U109EPREPR Properties$53,8980.12%1,112,454CommonSOLE
62886E108VYXNCR Voyix Corp$53,2190.12%3,147,173CommonSOLE
117043109BCBrunswick Corp/DE$52,6120.11%543,792CommonSOLE
67098H104OIO-I Glass Inc$52,5940.11%3,210,878CommonSOLE
74834L100DGXQuest Diagnostics Inc$51,6730.11%374,770CommonSOLE
928881101VNTVontier Corp$51,5590.11%1,492,310CommonSOLE
37940X102GPNGlobal Payments Inc$51,3330.11%404,200CommonSOLE
Y7542C130STNGScorpio Tankers Inc$51,2670.11%843,207CommonSOLE
69121K104OBDCBlue Owl Capital Corp$51,1970.11%3,468,600CommonSOLE
29272W109ENREnergizer Holdings Inc$51,0900.11%1,612,688CommonSOLE
191098102COKECoca-Cola Consolidated Inc$49,3700.11%53,178CommonSOLE
79546E104SBHSally Beauty Holdings Inc$49,1820.11%3,703,500CommonSOLE
68622V106OGNOrganon & Co$48,3010.11%3,349,579CommonSOLE
126117100CNACNA Financial Corp$48,1910.11%1,139,004CommonSOLE
47233W109JEFJefferies Financial Group Inc$48,1080.10%1,190,500CommonSOLE
680223104ORIOld Republic International Corp$47,9900.10%1,632,300CommonSOLE
428567101HB6Hibbett Inc$47,4120.10%658,318CommonSOLE
719405102PLABPhotronics Inc$47,3030.10%1,507,915CommonSOLE
149150104CATYCathay General Bancorp$46,9470.10%1,053,340CommonSOLE
024013104AATAmerican Assets Trust Inc$46,8580.10%2,081,669CommonSOLE
20825C104COPConocoPhillips$46,2780.10%398,710CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$45,8010.10%2,757,443CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$45,5680.10%1,323,122CommonSOLE
759351604RGAReinsurance Group of America Inc$45,3030.10%280,030CommonSOLE
248019101DLXDeluxe Corp$43,8140.10%2,042,604CommonSOLE
744320102PRUPrudential Financial Inc$43,1640.09%416,197CommonSOLE
M5425M103INMDInmode Ltd$43,1470.09%1,940,071CommonSOLE
91325V108Uniti Group Inc$41,5320.09%7,185,471CommonSOLE
57164Y107VACMarriott Vacations Worldwide Corp$41,1510.09%484,762CommonSOLE
200340107CMAComerica Inc$41,0320.09%735,200CommonSOLE
27579R104EWBCEast West Bancorp Inc$40,4500.09%562,200CommonSOLE
76009N100UPBDUpbound Group Inc$40,2320.09%1,184,352CommonSOLE
17888H103CIVICivitas Resources Inc$39,3210.09%575,032CommonSOLE
493267108KEYKeyCorp$39,2250.09%2,723,983CommonSOLE
37247D106GNWGenworth Financial Inc$38,8860.08%5,821,232CommonSOLE
166764100CVXChevron Corp$38,8630.08%260,549CommonNONE
81761L102SVCService Properties Trust$38,7030.08%4,531,914CommonSOLE
875465106SKTTanger Inc$38,5250.08%1,389,794CommonSOLE
63001N106NATLNCR Atleos Corp$38,3410.08%1,578,469CommonSOLE
302635206FSKFS KKR Capital Corp$38,0570.08%1,905,718CommonSOLE
302520101FNBFNB Corp/PA$38,0130.08%2,760,600CommonSOLE
G39108108GTESGates Industrial Corp PLC$37,7000.08%2,809,223CommonSOLE
50060P106KOPKoppers Holdings Inc$37,2520.08%727,300CommonSOLE
59001A102MTHMeritage Homes Corp$36,4770.08%209,400CommonNONE
74112D101PBHPrestige Consumer Healthcare Inc$36,1630.08%590,700CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$35,4860.08%580,690CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$35,2160.08%441,463CommonSOLE
81619Q105SEMSelect Medical Holdings Corp$35,0700.08%1,492,332CommonSOLE
923451108VBTXVeritex Holdings Inc$35,0170.08%1,504,809CommonNONE
04010L103ARCCAres Capital Corp$34,9370.08%1,744,241CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$34,8720.08%629,800CommonSOLE
053332102AZOAutoZone Inc$34,5000.08%13,343CommonNONE
626755102MUSAMurphy USA Inc$34,3120.07%96,230CommonNONE
457030104IMKTAIngles Markets Inc$34,1960.07%395,919CommonSOLE
48666K109KBHKB Home$34,1030.07%546,000CommonSOLE
04911A107AUBAtlantic Union Bankshares Corp$33,7810.07%924,500CommonSOLE
401617105GU9Guess Inc$33,3880.07%1,447,889CommonNONE
28035Q102EPCEdgewell Personal Care Co$33,1060.07%903,799CommonSOLE
254423106DINDine Brands Global Inc$32,7240.07%659,092CommonSOLE
008252108AMGAffiliated Managers Group Inc$32,5630.07%215,050CommonSOLE
647551100NMFCNew Mountain Finance Corp$32,5310.07%2,557,475CommonNONE
45765U103NSITInsight Enterprises Inc$32,4580.07%183,180CommonNONE
084670702BRK/BBerkshire Hathaway Inc$32,3920.07%90,820CommonNONE
92556H2060VVBParamount Global$32,0150.07%2,164,624CommonSOLE
720190206PDMPiedmont Office Realty Trust Inc$31,9600.07%4,495,094CommonSOLE
319383204BUSEFirst Busey Corp$31,9250.07%1,286,280CommonSOLE
43940T109HOPEHope Bancorp Inc$31,3920.07%2,598,700CommonSOLE
95082P105WCCWESCO International Inc$30,7770.07%177,000CommonNONE
443320106HUBGHub Group Inc$30,6280.07%333,132CommonSOLE
G3198U102ESNTEssent Group Ltd$30,3550.07%575,553CommonSOLE
09062X103BIIBBiogen Inc$30,2840.07%117,030CommonSOLE
12653C108CNXCNX Resources Corp$29,7870.06%1,489,353CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$29,7150.06%874,483CommonNONE
655664100JWNUSDNordstrom Inc$28,4960.06%1,544,496CommonSOLE
747619104NXQuanex Building Products Corp$28,2330.06%923,555CommonSOLE
600544100MLKNMillerKnoll Inc$28,0860.06%1,052,700CommonSOLE
594918104MSFTMicrosoft Corp$27,9020.06%74,200CommonNONE
969904101WSMWilliams-Sonoma Inc$27,7470.06%137,510CommonSOLE
666807102NOCNorthrop Grumman Corp$27,6330.06%59,028CommonNONE
929566107WNCWabash National Corp$27,3380.06%1,067,039CommonSOLE
037598109APOGApogee Enterprises Inc$27,2920.06%510,992CommonSOLE
419596101HVTHaverty Furniture Cos Inc$27,0530.06%762,070CommonSOLE
25179M103DVNDevon Energy Corp$26,8880.06%593,560CommonSOLE
487836108KKellanova$26,6690.06%477,000CommonNONE
532457108LLYEli Lilly & Co$26,6390.06%45,700CommonNONE
703395103PDCOEURPatterson Cos Inc$26,4140.06%928,445CommonNONE
981475106WKCWorld Kinect Corp$26,3750.06%1,157,812CommonSOLE
57686G105MATXMatson Inc$26,2430.06%239,439CommonSOLE
00676P107ADEAAdeia Inc$26,0830.06%2,105,201CommonSOLE
22284P105CVLGCovenant Logistics Group Inc$25,8870.06%562,277CommonSOLE
911363109URIUnited Rentals Inc$25,7550.06%44,915CommonSOLE
037833100AAPLApple Inc$25,3180.06%131,500CommonNONE
502431109LHXL3Harris Technologies Inc$25,1060.05%119,200CommonNONE
731068102PIIPolaris Inc$24,8180.05%261,872CommonSOLE
410120109HWCHancock Whitney Corp$24,5620.05%505,500CommonSOLE
29364G103ETREntergy Corp$24,5390.05%242,500CommonNONE
83012A109TSLXSixth Street Specialty Lending Inc$24,4710.05%1,132,914CommonNONE
379378201GNLGlobal Net Lease Inc$24,2490.05%2,437,061CommonNONE
29084Q100EMEEMCOR Group Inc$24,1600.05%112,147CommonSOLE
872280102CGBDCarlyle Secured Lending Inc$23,9160.05%1,598,663CommonSOLE
00164V103AMCXAMC Networks Inc$23,6870.05%1,260,612CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$23,5890.05%953,486CommonSOLE
06417N103OZKBank OZK$23,5070.05%471,740CommonSOLE
71880K101PHINPhinia Inc$23,2780.05%768,510CommonSOLE
11135F101AVGOBroadcom Inc$23,1480.05%20,737CommonNONE
024061103DCHAmerican Axle & Manufacturing Holdings Inc$22,7920.05%2,587,112CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$22,7140.05%1,112,333CommonNONE
26875P101EOGEOG Resources Inc$22,5810.05%186,700CommonSOLE
410495204HAFCHanmi Financial Corp$22,5500.05%1,162,347CommonSOLE
919794107VLYValley National Bancorp$22,3780.05%2,060,631CommonSOLE
931142103WMTWalmart Inc$22,3450.05%141,740CommonNONE
86722A103SXCSunCoke Energy Inc$22,0120.05%2,049,517CommonNONE
88034P109TMETencent Music Entertainment Group$21,7460.05%2,413,588CommonSOLE
894164102TNLTravel Leisure Co$21,6370.05%553,509CommonSOLE
760759100RSGRepublic Services Inc$21,6030.05%131,000CommonNONE
71363P106PRDOPerdoceo Education Corp$21,3150.05%1,213,839CommonSOLE
87161C501SYU1Synovus Financial Corp$21,2130.05%563,437CommonSOLE
938824109WAFDWaFd Inc$21,1500.05%641,672CommonNONE
49803T300KRGKite Realty Group Trust$20,9630.05%917,000CommonSOLE
620076307MSIMotorola Solutions Inc$20,7270.05%66,200CommonNONE
360271100FULTFulton Financial Corp$20,7230.05%1,258,975CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals Inc$20,6880.05%1,230,700CommonNONE
423452101HPHelmerich & Payne Inc$20,6020.04%568,800CommonNONE
109641100EATBrinker International Inc$20,4850.04%474,400CommonNONE
00081T108ACCOACCO Brands Corp$20,4640.04%3,365,800CommonSOLE
23204G100CUBICustomers Bancorp Inc$20,3630.04%353,400CommonSOLE
806037107SCSCScanSource Inc$20,2830.04%512,073CommonSOLE
297602104ETDEthan Allen Interiors Inc$20,2550.04%634,566CommonSOLE
871607107SNPSSynopsys Inc$20,2360.04%39,300CommonNONE
30034W106EVRGEvergy Inc$20,2010.04%387,000CommonNONE
48203R104JNPJuniper Networks Inc$19,8810.04%674,400CommonNONE
292218104EIGEmployers Holdings Inc$19,8120.04%502,843CommonNONE
036752103ELVElevance Health Inc$19,7580.04%41,900CommonNONE
806407102HSICHenry Schein Inc$19,6540.04%259,600CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$19,6440.04%317,600CommonNONE
832696405SJMJ M Smucker Co/The$19,5140.04%154,407CommonNONE
105368203BDNBrandywine Realty Trust$19,4360.04%3,599,303CommonSOLE
847215100SRJSpartanNash Co$19,1440.04%834,173CommonSOLE
20854L108CEIXEURCONSOL Energy Inc$18,3970.04%183,000CommonSOLE
318672706FBPFirst BanCorp/Puerto Rico$18,2740.04%1,110,889CommonSOLE
38173M102GBDCGolub Capital BDC Inc$18,1750.04%1,203,641CommonNONE
516544103LNTHLantheus Holdings Inc$17,9670.04%289,790CommonSOLE
781846209RUSHARush Enterprises Inc$17,8160.04%354,200CommonSOLE
03940R107ARCH1USDArch Resources Inc$17,7560.04%107,000CommonNONE
038923108ABRArbor Realty Trust Inc$17,6970.04%1,165,784CommonNONE
743315103PGRProgressive Corp/The$17,6640.04%110,900CommonNONE
74164F103PRIMPrimoris Services Corp$17,6200.04%530,568CommonSOLE
320218100THFFFirst Financial Corp/IN$17,5610.04%408,108CommonSOLE
02376R102AALAmerican Airlines Group Inc$17,5370.04%1,276,365CommonSOLE
91324P102UNHUnitedHealth Group Inc$17,3740.04%33,000CommonNONE
74965L101RLJRLJ Lodging Trust$17,1550.04%1,463,700CommonNONE
40637H109HALOHalozyme Therapeutics Inc$17,0900.04%462,400CommonNONE
4315711089HIHillenbrand Inc$16,8370.04%351,880CommonSOLE
N70544106PL0Playa Hotels & Resorts NV$16,8250.04%1,945,100CommonNONE
077347300BELFBBel Fuse Inc$16,6860.04%249,900CommonNONE
G4412G101HLFHerbalife Ltd$16,6320.04%1,089,903CommonSOLE
00773T101ASIXAdvanSix Inc$16,5540.04%552,550CommonNONE
674215207CHRDChord Energy Corp$16,5490.04%99,554CommonSOLE
53115L104LBRTLiberty Energy Inc$16,2750.04%897,180CommonSOLE
227046109CROXCrocs Inc$16,1890.04%173,313CommonSOLE
608190104MHKMohawk Industries Inc$16,1290.04%155,840CommonSOLE
29452E101EQHEquitable Holdings Inc$15,9760.03%479,753CommonSOLE
827048109SLGNSilgan Holdings Inc$15,8510.03%350,300CommonSOLE
689648103OTTROtter Tail Corp$15,6190.03%183,816CommonNONE
438128308HMCHonda Motor Co Ltd$15,1500.03%490,142CommonNONE
708062104PNNTPennantPark Investment Corp$14,7180.03%2,129,963CommonSOLE
339041105FLT1EURFleetCor Technologies Inc$14,5260.03%51,400CommonSOLE
G81276100SIGSignet Jewelers Ltd$14,2660.03%133,000CommonNONE
293389102EBFEnnis Inc$14,1290.03%644,880CommonNONE
626717102MURMurphy Oil Corp$14,1150.03%330,864CommonSOLE
224441105CXTCrane NXT Co$14,0760.03%247,506CommonSOLE
31620R303FNFFidelity National Financial Inc$14,0650.03%275,670CommonSOLE
222795502CUZCousins Properties Inc$14,0490.03%576,963CommonSOLE
453838609IBCPIndependent Bank Corp/MI$13,9690.03%536,870CommonSOLE
67623C109OPITQOffice Properties Income Trust$13,9510.03%1,905,937CommonSOLE
458665304TILEInterface Inc$13,9410.03%1,104,667CommonSOLE
835495102SONSonoco Products Co$13,8560.03%248,000CommonNONE
58463J304MPTMedical Properties Trust Inc$13,8270.03%2,816,114CommonSOLE
402635502GPORGulfport Energy Corp$13,7390.03%103,147CommonNONE
92835K103VPGVishay Precision Group Inc$13,6900.03%401,824CommonSOLE
30040P103EVTCEVERTEC Inc$13,5510.03%331,000CommonNONE
446150104HBANHuntington Bancshares Inc/OH$13,5390.03%1,064,351CommonSOLE
98888T107ZIMVZimvie Inc$13,3880.03%754,229CommonSOLE
25432X102DCOMDime Community Bancshares Inc$13,3610.03%496,134CommonSOLE
576485205MTDRMatador Resources Co$13,2540.03%233,100CommonSOLE
743312100PRGSProgress Software Corp$13,2110.03%243,300CommonNONE
G8232Y101SMART Global Holdings Inc$13,1010.03%692,100CommonNONE
018581108BFHBread Financial Holdings Inc$13,0160.03%395,130CommonNONE
030506109AMWDAmerican Woodmark Corp$12,9950.03%139,958CommonNONE
607828100MODModine Manufacturing Co$12,8890.03%215,900CommonNONE
49428J109KEKimball Electronics Inc$12,8860.03%478,132CommonNONE
597742105MSBIMidland States Bancorp Inc$12,8430.03%465,989CommonSOLE
201723103CMCCommercial Metals Co$12,8200.03%256,200CommonSOLE
91388P105ULHUniversal Logistics Holdings Inc$12,7790.03%456,083CommonSOLE
138006309CAJPYCanon Inc$12,6720.03%495,000CommonNONE
540424108LLoews Corp$12,6580.03%181,900CommonNONE
143905107CSVCarriage Services Inc$12,5600.03%502,193CommonNONE
94106L109WMWaste Management Inc$12,4830.03%69,700CommonNONE
828730200SFNCSimmons First National Corp$12,2950.03%619,700CommonNONE
488152208KELYAKelly Services Inc$12,2440.03%566,329CommonNONE
74348T102PSECProspect Capital Corp$12,1940.03%2,035,654CommonSOLE
337738108FISVFiserv Inc$12,1020.03%91,100CommonSOLE
Y2065G121DHTDHT Holdings Inc$11,9220.03%1,215,314CommonSOLE
001744101AMNAMN Healthcare Services Inc$11,8740.03%158,570CommonNONE
423403104MOMOHello Group Inc$11,8550.03%1,705,789CommonSOLE
68268W103OMFOneMain Holdings Inc$11,8330.03%240,500CommonSOLE
452521107IMMRImmersion Corp$11,7850.03%1,669,267CommonSOLE
204149108CTBICommunity Trust Bancorp Inc$11,6780.03%266,267CommonNONE
74319R101PRGPROG Holdings Inc$11,6710.03%377,581CommonSOLE
950810101WSBCWesBanco Inc$11,5980.03%369,702CommonSOLE
824889109SCVLShoe Carnival Inc$11,5750.03%383,138CommonNONE
21871N101CXWCoreCivic Inc$11,5340.03%793,774CommonSOLE
07556Q881BZHBeazer Homes USA Inc$11,4650.03%339,299CommonNONE
783754104RYZRyerson Holding Corp$11,4400.02%329,877CommonSOLE
872590104TMUST-Mobile US Inc$11,3830.02%71,000CommonNONE
10922N103BHFBrighthouse Financial Inc$11,3510.02%214,491CommonNONE
505743104LADRLadder Capital Corp$11,2630.02%978,500CommonNONE
88830M102TWITitan International Inc$11,2310.02%754,759CommonSOLE
680033107ONBOld National Bancorp/IN$11,1860.02%662,300CommonSOLE
178587101CIOCity Office REIT Inc$11,1200.02%1,820,041CommonSOLE
00215W100ASXASE Technology Holding Co Ltd$11,0890.02%1,178,477CommonSOLE
704551100BTUPeabody Energy Corp$11,0870.02%455,900CommonSOLE
043436104ABGAsbury Automotive Group Inc$10,9110.02%48,500CommonNONE
00258W108Aaron's Co Inc/The$10,8860.02%1,000,532CommonSOLE
154760409CPFCentral Pacific Financial Corp$10,7730.02%547,401CommonSOLE
08579X101BRYBerry Corp$10,7480.02%1,528,863CommonSOLE
127055101CBTCabot Corp$10,6050.02%127,000CommonNONE
758075402RWTRedwood Trust Inc$10,5310.02%1,421,148CommonSOLE
89214P109TOWNTowne Bank/Portsmouth VA$10,5150.02%353,323CommonSOLE
69320M109PCBPCB Bancorp$10,4090.02%564,799CommonSOLE
892331307TMToyota Motor Corp$10,3540.02%56,460CommonNONE
36251C103GMS1EURGMS Inc$10,2130.02%123,900CommonSOLE
49427F108KRCKilroy Realty Corp$10,1250.02%254,147CommonSOLE
371532102GCOGenesco Inc$9,9450.02%282,438CommonNONE
75902K106RMRegional Management Corp$9,8050.02%390,958CommonSOLE
876030107TPRTapestry Inc$9,5410.02%259,200CommonSOLE
703343103PATKPatrick Industries Inc$9,5280.02%94,948CommonNONE
75513E101RTXRTX Corp$9,5250.02%113,200CommonNONE
398433102GFFGriffon Corp$9,4790.02%155,522CommonNONE
703481101PTENPatterson-UTI Energy Inc$9,4140.02%871,658CommonSOLE
69351T106PPLPPL Corp$9,3580.02%345,300CommonNONE
35471R106FSPFranklin Street Properties Corp$9,3300.02%3,644,706CommonSOLE
04208T108AHRTArmada Hoffler Properties Inc$9,2720.02%749,568CommonSOLE
649445103NYCBEURNew York Community Bancorp Inc$9,2660.02%905,791CommonSOLE
23345M107DTMDT Midstream Inc$9,2380.02%168,582CommonNONE
666762109NRIMNorthrim BanCorp Inc$9,1290.02%159,572CommonNONE
133034108CACCamden National Corp$9,0280.02%239,923CommonNONE
675234108OCFCOceanFirst Financial Corp$9,0050.02%518,711CommonNONE
422819102HSIHeidrick & Struggles International Inc$8,8990.02%301,367CommonSOLE
78440P306SKMSK Telecom Co Ltd$8,8990.02%415,831CommonSOLE
89417E109TRVTravelers Cos Inc/The$8,8080.02%46,240CommonNONE
025537101AEPAmerican Electric Power Co Inc$8,7150.02%107,300CommonNONE
62482R10707WAMr Cooper Group Inc$8,6610.02%133,000CommonSOLE
587376104MBWMMercantile Bank Corp$8,5880.02%212,678CommonSOLE
92852X103VTSVitesse Energy Inc$8,5750.02%391,722CommonSOLE
309627107FMNBFarmers National Banc Corp$8,5520.02%591,804CommonSOLE
87305R109TTMITTM Technologies Inc$8,5300.02%539,503CommonNONE
82981J109SITCUSDSITE Centers Corp$8,4340.02%618,753CommonSOLE
88033G407THCTenet Healthcare Corp$8,4180.02%111,400CommonNONE
G9087Q102TROXTronox Holdings PLC$8,3940.02%592,799CommonSOLE
700517105PKPark Hotels & Resorts Inc$7,9280.02%518,200CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$7,8200.02%314,951CommonSOLE
456237106ILPTIndustrial Logistics Properties Trust$7,7600.02%1,651,057CommonSOLE
227483104CCRNCross Country Healthcare Inc$7,6930.02%339,778CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$7,6320.02%124,800CommonNONE
440407104HBNCHorizon Bancorp Inc/IN$7,4760.02%522,415CommonSOLE
10482B101BHRBraemar Hotels & Resorts Inc$7,4590.02%2,983,748CommonNONE
317585404FISIFinancial Institutions Inc$7,3480.02%344,957CommonSOLE
709789101PEBOPeoples Bancorp Inc/OH$7,2840.02%215,759CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$7,2370.02%121,946CommonSOLE
81684M104SMLRSemler Scientific Inc$7,0880.02%160,036CommonNONE
G7496G103RNRRenaissanceRe Holdings Ltd$7,0620.02%36,031CommonNONE
27923Q109ECVTEcovyst Inc$7,0570.02%722,300CommonSOLE
74762E102QUREQuanta Services Inc$7,0570.02%32,700CommonNONE
74727A104QCRHQCR Holdings Inc$7,0300.02%120,400CommonSOLE
740444104PLPCPreformed Line Products Co$6,9890.02%52,213CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$6,9120.02%447,700CommonSOLE
957638109WALWestern Alliance Bancorp$6,8030.01%103,400CommonSOLE
03762U105ARIApollo Commercial Real Estate Finance Inc$6,7030.01%570,978CommonSOLE
45675Y104IIIInformation Services Group Inc$6,6730.01%1,416,750CommonSOLE
63633D104NHINational Health Investors Inc$6,6410.01%118,900CommonNONE
03168L105AMRXAmneal Pharmaceuticals Inc$6,6120.01%1,089,300CommonNONE
05990K106BANCBanc of California Inc$6,4820.01%482,685CommonSOLE
83545G102SAHSonic Automotive Inc$6,4700.01%115,100CommonSOLE
G36738105FDPFresh Del Monte Produce Inc$6,4630.01%246,202CommonNONE
410345102HN9Hanesbrands Inc$6,3060.01%1,413,800CommonSOLE
11373M107BB3Brookline Bancorp Inc$6,2940.01%576,938CommonSOLE
444859102HUMHumana Inc$6,2260.01%13,600CommonNONE
74052F108Premier Financial Corp$6,2120.01%257,774CommonSOLE
681919106OMCOmnicom Group Inc$6,0730.01%70,200CommonNONE

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.