MondegarAI
LSV ASSET MANAGEMENT

Q2 2025 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2025-08-11 · accession 0001050470-25-000010

$42.7M
Reported value
817
Positions
2025-06-30
Period end
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The Brief · LSV ASSET MANAGEMENT · Q2 2025

AI · grounded in 13F

LSV ASSET MANAGEMENT established a new position in AT&T Inc T worth $692,772. The fund also initiated new stakes in Cisco Systems Inc CSCO for $616,148 and Bank of New York Mellon Corp/The BK for $570,267. These moves contributed to a total AUM of $42,719,396 across 817 positions.

Holdings as filed

First 500 of 817

CUSIPTickerIssuerValue% port.SharesClassVoting
00206R102TAT&T Inc$692,7721.62%23,938,216CommonSOLE
17275R102CSCOCisco Systems Inc$616,1481.44%8,880,766CommonSOLE
064058100BKBank of New York Mellon Corp/The$570,2671.33%6,259,101CommonSOLE
949746101WMT2Wells Fargo & Co$547,2761.28%6,830,700CommonSOLE
172967424CCitigroup Inc$536,4141.26%6,301,862CommonSOLE
747525103QCOMQUALCOMM Inc$532,4511.25%3,343,280CommonSOLE
92343V104VZVerizon Communications Inc$517,7921.21%11,966,540CommonSOLE
501044101KRKroger Co/The$502,2801.18%7,002,375CommonSOLE
375558103GILDGilead Sciences Inc$500,8741.17%4,517,670CommonSOLE
857477103STTState Street Corp$499,7391.17%4,699,441CommonSOLE
20030N101CMCSAComcast Corp$485,4861.14%13,602,863CommonSOLE
478160104JNJJohnson & Johnson$481,3631.13%3,151,312CommonSOLE
278642103EBAYeBay Inc$468,5241.10%6,292,296CommonSOLE
416515104HIGHartford Insurance Group Inc/The$442,5301.04%3,488,062CommonSOLE
58933Y105MRKMerck & Co Inc$422,4320.99%5,336,436CommonSOLE
35137L105FOXAFox Corp$419,1630.98%7,479,711CommonSOLE
466313103JBLJabil Inc$410,9370.96%1,884,170CommonSOLE
717081103PFEPfizer Inc$391,4750.92%16,149,959CommonSOLE
37045V100GMGeneral Motors Co$380,7810.89%7,737,871CommonSOLE
110122108BMYBristol-Myers Squibb Co$376,4000.88%8,131,353CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$360,7850.84%509,764CommonSOLE
24703L202DELLDell Technologies Inc$352,7640.83%2,877,360CommonSOLE
30161Q104EXELExelixis Inc$344,6860.81%7,820,447CommonSOLE
Y2573F102FLEXFlex Ltd$337,6540.79%6,763,903CommonSOLE
026874784AIGAmerican International Group Inc$336,9280.79%3,936,540CommonSOLE
231021106CMICummins Inc$335,5830.79%1,024,681CommonSOLE
883203101TXTTextron Inc$333,4700.78%4,153,321CommonSOLE
40412C101HCAHCA Healthcare Inc$332,8560.78%868,849CommonSOLE
126650100CVSCVS Health Corp$328,5380.77%4,762,796CommonSOLE
060505104BACBank of America Corp$325,6900.76%6,882,719CommonSOLE
G02602103DOXAmdocs Ltd$309,4410.72%3,391,510CommonSOLE
02209S103MOAltria Group Inc$308,2530.72%5,257,600CommonSOLE
745867101PHMPulteGroup Inc$306,5920.72%2,907,192CommonSOLE
038222105AMATApplied Materials Inc$302,2010.71%1,650,742CommonSOLE
552848103MTGMGIC Investment Corp$294,6510.69%10,583,726CommonSOLE
174610105CFGCitizens Financial Group Inc$293,6850.69%6,562,791CommonSOLE
60871R209TAPMolson Coors Beverage Co$293,4710.69%6,102,528CommonSOLE
320517105FHNFirst Horizon Corp$285,3190.67%13,458,438CommonSOLE
40434L105HPQHP Inc$281,7090.66%11,517,136CommonSOLE
457187102INGRIngredion Inc$274,3280.64%2,022,771CommonSOLE
042735100ARWArrow Electronics Inc$273,7940.64%2,148,586CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$271,0030.63%2,553,742CommonSOLE
539830109LMTLockheed Martin Corp$270,6660.63%584,416CommonSOLE
70450Y103PYPLPayPal Holdings Inc$268,1990.63%3,608,701CommonSOLE
45337C102INCYIncyte Corp$262,9910.62%3,861,831CommonSOLE
31428X106FDXFedEx Corp$259,8500.61%1,143,153CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$259,0060.61%12,665,341CommonSOLE
668771108GENGen Digital Inc$253,5370.59%8,623,700CommonSOLE
629377508NRGNRG Energy Inc$249,5410.58%1,554,000CommonSOLE
87162W100SNXTD SYNNEX Corp$249,2760.58%1,836,962CommonSOLE
91307C102UTHRUnited Therapeutics Corp$248,4490.58%864,623CommonSOLE
15135B101CNCCentene Corp$247,6290.58%4,562,064CommonSOLE
172755100CRUSCirrus Logic Inc$243,7050.57%2,337,584CommonSOLE
30231G102XOMExxon Mobil Corp$241,7360.57%2,242,452CommonSOLE
26210C104DBXDropbox Inc$240,4830.56%8,408,502CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$237,8610.56%2,504,060CommonSOLE
56585A102MPCMarathon Petroleum Corp$236,7300.55%1,425,140CommonSOLE
001084102AGCOAGCO Corp$233,1800.55%2,260,368CommonSOLE
783549108RRyder System Inc$229,7810.54%1,445,162CommonSOLE
013091103ACIAlbertsons Cos Inc$227,5420.53%10,578,407CommonSOLE
91529Y106UNMUnum Group$221,3900.52%2,741,334CommonSOLE
750236101RDNRadian Group Inc$219,9990.51%6,107,685CommonSOLE
7591EP100RFRegions Financial Corp$218,1280.51%9,274,170CommonSOLE
500754106KHCKraft Heinz Co/The$217,7100.51%8,431,829CommonSOLE
688239201OSKOshkosh Corp$211,6870.50%1,864,424CommonSOLE
N20944109CNHCNH Industrial NV$211,1130.49%16,289,608CommonSOLE
00090Q103ADTADT Inc$209,4390.49%24,727,193CommonSOLE
65336K103NXSTNexstar Media Group Inc$206,4940.48%1,193,951CommonSOLE
910047109UALUnited Airlines Holdings Inc$206,2120.48%2,589,625CommonSOLE
989701107ZIONZions Bancorp NA$205,6890.48%3,960,132CommonSOLE
46625H100JPMJPMorgan Chase & Co$199,9510.47%689,700CommonSOLE
690742101OCOwens Corning$198,7430.47%1,445,192CommonSOLE
345370860FFord Motor Co$195,7240.46%18,039,047CommonSOLE
099724106BWABorgWarner Inc$193,2220.45%5,771,267CommonSOLE
30303M102METAMeta Platforms Inc$190,2380.45%257,744CommonSOLE
651639106NEMNewmont Corp$187,2060.44%3,213,279CommonSOLE
125523100CICigna Group/The$183,7420.43%555,817CommonSOLE
370334104GISGeneral Mills Inc$182,6800.43%3,525,969CommonSOLE
91913Y100VLOValero Energy Corp$182,0300.43%1,354,190CommonSOLE
651587107NEUNewMarket Corp$181,1080.42%262,148CommonSOLE
902681105UGIUGI Corp$178,4540.42%4,899,884CommonSOLE
H11356104BGBunge Global SA$171,4670.40%2,135,862CommonSOLE
718546104PSXPhillips 66$169,9580.40%1,424,626CommonSOLE
636180101NFGNational Fuel Gas Co$168,0770.39%1,984,150CommonSOLE
247361702DALDelta Air Lines Inc$167,4600.39%3,405,039CommonSOLE
14149Y108CAHCardinal Health Inc$164,9710.39%981,970CommonSOLE
21871X109CRBGCorebridge Financial Inc$162,8420.38%4,587,100CommonSOLE
576485205MTDRMatador Resources Co$159,1350.37%3,334,775CommonSOLE
624756102MLIMueller Industries Inc$153,6490.36%1,933,418CommonSOLE
87165B103SYFSynchrony Financial$152,7670.36%2,288,994CommonSOLE
403949100DINOHF Sinclair Corp$148,7730.35%3,621,551CommonSOLE
30212P303EXPEExpedia Group Inc$147,0610.34%871,837CommonSOLE
808625107SAICScience Applications International Corp$146,6210.34%1,302,029CommonSOLE
03076C106AMPAmeriprise Financial Inc$146,2790.34%274,070CommonSOLE
071813109BAXBaxter International Inc$145,5080.34%4,805,400CommonSOLE
053807103AVTAvnet Inc$141,6130.33%2,667,923CommonSOLE
913903100UHSUniversal Health Services Inc$140,1050.33%773,421CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$139,7980.33%3,119,790CommonSOLE
70959W103PAGPenske Automotive Group Inc$139,5250.33%812,087CommonSOLE
832696405SJMJ M Smucker Co/The$136,6720.32%1,391,770CommonSOLE
G3223R108EGEverest Group Ltd$135,9970.32%400,167CommonSOLE
12621E103CNOCNO Financial Group Inc$135,1400.32%3,502,849CommonSOLE
59156R108METMetLife Inc$134,8720.32%1,677,100CommonSOLE
23918K108DVADaVita Inc$134,0070.31%940,729CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$132,9550.31%8,655,900CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$130,9170.31%1,677,779CommonNONE
406216101HALHalliburton Co$128,8300.30%6,321,400CommonSOLE
801056102SANMSanmina Corp$128,3340.30%1,311,805CommonSOLE
963320106WHRWhirlpool Corp$127,0840.30%1,253,051CommonSOLE
833034101SNASnap-on Inc$126,3400.30%406,003CommonSOLE
205887102CAGConagra Brands Inc$126,2200.30%6,166,077CommonSOLE
87901J105TGNATEGNA Inc$125,9150.29%7,512,850CommonSOLE
858119100STLDSteel Dynamics Inc$124,9440.29%976,050CommonSOLE
83088M102SWKSSkyworks Solutions Inc$124,9310.29%1,676,470CommonSOLE
412822108HOGHarley-Davidson Inc$124,1820.29%5,261,952CommonSOLE
134429109CPBThe Campbell's Company$120,8040.28%3,941,400CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$118,1740.28%489,416CommonSOLE
253393102DKSDick's Sporting Goods Inc$117,4710.27%593,860CommonSOLE
74736K101QRVOQorvo Inc$117,4280.27%1,382,970CommonNONE
039483102ADMArcher-Daniels-Midland Co$115,4990.27%2,188,303CommonSOLE
052800109ALVAutoliv Inc$114,1470.27%1,020,082CommonSOLE
05329W102ANAutoNation Inc$112,9510.26%568,595CommonSOLE
577081102MATMattel Inc$112,3970.26%5,699,638CommonSOLE
02079K305GOOGLAlphabet Inc$112,1130.26%636,172CommonSOLE
889478103TOLToll Brothers Inc$110,6820.26%969,789CommonSOLE
227046109CROXCrocs Inc$108,6860.25%1,073,120CommonSOLE
57667L107MTCHMatch Group Inc$106,9670.25%3,462,831CommonSOLE
680223104ORIOld Republic International Corp$103,8770.24%2,702,316CommonNONE
20825C104COPConocoPhillips$102,4100.24%1,141,184CommonSOLE
665859104NTRSNorthern Trust Corp$102,1910.24%805,990CommonSOLE
031652100AMKRAmkor Technology Inc$101,4140.24%4,831,533CommonSOLE
109696104BCOBrink's Co/The$96,4880.23%1,080,612CommonSOLE
534187109LNCLincoln National Corp$94,6720.22%2,736,180CommonSOLE
008252108AMGAffiliated Managers Group Inc$93,7070.22%476,224CommonSOLE
045487105ASBAssociated Banc-Corp$93,0980.22%3,817,043CommonSOLE
552953101MGMMGM Resorts International$91,8010.21%2,669,400CommonSOLE
87612E106TGTTarget Corp$91,6240.21%928,780CommonSOLE
126349109CSNCSG Systems International Inc$91,1520.21%1,395,688CommonSOLE
693656100PVHPVH Corp$91,1290.21%1,328,416CommonSOLE
086516101BBYBest Buy Co Inc$90,1960.21%1,343,601CommonSOLE
277432100EMNEastman Chemical Co$89,7030.21%1,201,482CommonSOLE
093671105HRBH&R Block Inc$88,3330.21%1,609,281CommonSOLE
958102105WDCWestern Digital Corp$87,9290.21%1,374,100CommonSOLE
91688F104UPWKUpwork Inc$87,8250.21%6,534,575CommonSOLE
314211103FHIFederated Hermes Inc$87,1390.20%1,966,142CommonSOLE
871332102SLVMSylvamo Corp$85,8060.20%1,712,697CommonSOLE
26875P101EOGEOG Resources Inc$85,6160.20%715,790CommonSOLE
001055102AFLAflac Inc$85,1350.20%807,270CommonSOLE
626717102MURMurphy Oil Corp$84,4140.20%3,751,712CommonSOLE
031162100AMGNAmgen Inc$84,0700.20%301,100CommonSOLE
02005N100ALLYAlly Financial Inc$83,6040.20%2,146,435CommonSOLE
G39108108GTESGates Industrial Corp PLC$83,5100.20%3,626,126CommonSOLE
959802109WUWestern Union Co/The$83,4900.20%9,915,708CommonSOLE
894164102TNLTravel Leisure Co$83,3710.20%1,615,402CommonSOLE
459200101IBMInternational Business Machines Corp$83,2000.19%282,244CommonNONE
316773100FITBFifth Third Bancorp$82,4820.19%2,005,400CommonSOLE
98980L101ZNGAZoom Communications Inc$79,4510.19%1,018,861CommonSOLE
733174700BPOPPopular Inc$78,3440.18%710,860CommonSOLE
68622V106OGNOrganon & Co$77,3380.18%7,989,460CommonSOLE
26884U109EPREPR Properties$75,3570.18%1,293,458CommonSOLE
929089100VOYAVoya Financial Inc$74,8640.18%1,054,421CommonSOLE
526057104LENLennar Corp$74,4830.17%673,386CommonSOLE
92763W103VIPSVipshop Holdings Ltd$74,4300.17%4,945,513CommonSOLE
46817M107JXNJackson Financial Inc$74,2500.17%836,238CommonSOLE
829933100SIRISirius XM Holdings Inc$73,3570.17%3,193,600CommonSOLE
985817105YELPYelp Inc$71,7530.17%2,093,765CommonSOLE
G3922B107GGenpact Ltd$71,5920.17%1,626,718CommonSOLE
00737L103CVSAAdtalem Global Education Inc$70,4850.16%554,000CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$70,3740.16%1,105,290CommonSOLE
Y7542C130STNGScorpio Tankers Inc$69,8550.16%1,785,211CommonSOLE
78573L106SBRASabra Health Care REIT Inc$69,5610.16%3,772,315CommonSOLE
92556V106VTRSViatris Inc$69,5290.16%7,785,950CommonSOLE
364760108GAPGap Inc/The$69,4530.16%3,184,477CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$68,9880.16%664,500CommonSOLE
61945C103MOSMosaic Co/The$68,2170.16%1,869,990CommonSOLE
025932104AFGAmerican Financial Group Inc/OH$67,9120.16%538,086CommonSOLE
62482R10707WAMr Cooper Group Inc$67,4950.16%452,350CommonSOLE
36251C103GMS1EURGMS Inc$67,3950.16%619,720CommonSOLE
000957100ABMABM Industries Inc$66,2220.16%1,402,702CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$65,2980.15%1,255,240CommonNONE
047649108ATKRAtkore Inc$62,6340.15%887,800CommonSOLE
23355L106DXCDXC Technology Co$62,0910.15%4,060,898CommonSOLE
521865204LEALear Corp$61,7110.14%649,728CommonSOLE
64828T201RITMRithm Capital Corp$60,4580.14%5,355,000CommonSOLE
71363P106PRDOPerdoceo Education Corp$58,9280.14%1,802,622CommonSOLE
398433102GFFGriffon Corp$58,2860.14%805,395CommonSOLE
505336107LZBLa-Z-Boy Inc$57,4870.13%1,546,599CommonSOLE
64110D104NTAPNetApp Inc$57,3730.13%538,463CommonSOLE
398905109GPIGroup 1 Automotive Inc$55,8170.13%127,812CommonSOLE
928881101VNTVontier Corp$55,8090.13%1,512,447CommonNONE
48666K109KBHKB Home$55,7990.13%1,053,400CommonSOLE
29272W109ENREnergizer Holdings Inc$55,6650.13%2,761,148CommonSOLE
035710839NLYAnnaly Capital Management Inc$55,6330.13%2,956,059CommonSOLE
55261F104MTBM&T Bank Corp$55,4130.13%285,650CommonSOLE
67103X102OFGOFG Bancorp$55,3670.13%1,293,624CommonSOLE
87265H109T86Tri Pointe Homes Inc$54,7690.13%1,714,202CommonSOLE
69121K104OBDCBlue Owl Capital Corp$53,7730.13%3,749,847CommonSOLE
71880K101PHINPhinia Inc$53,3530.12%1,199,218CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$52,6290.12%5,075,147CommonSOLE
681936100OHIOmega Healthcare Investors Inc$52,4790.12%1,431,900CommonSOLE
63938C108NAVINavient Corp$52,3690.12%3,714,138CommonSOLE
12008R107BLDRBuilders FirstSource Inc$52,2830.12%448,053CommonSOLE
G3398L118PLGOFidelis Insurance Holdings Ltd$51,7160.12%3,119,180CommonSOLE
76009N100UPBDUpbound Group Inc$51,2400.12%2,041,415CommonSOLE
03743Q108APAAPA Corp$50,3240.12%2,751,431CommonSOLE
89832Q109TFCTruist Financial Corp$49,8340.12%1,159,200CommonSOLE
55616P104MMacy's Inc$49,4830.12%4,243,845CommonSOLE
388689101GPKGraphic Packaging Holding Co$49,3630.12%2,342,820CommonSOLE
719405102PLABPhotronics Inc$49,1060.11%2,607,874CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$48,9180.11%1,213,835CommonSOLE
292218104EIGEmployers Holdings Inc$48,5850.11%1,029,787CommonNONE
413197104HRMYHarmony Biosciences Holdings Inc$47,0370.11%1,488,502CommonSOLE
125269100CFCF Industries Holdings Inc$46,9870.11%510,732CommonSOLE
G36738105FDPFresh Del Monte Produce Inc$46,6830.11%1,439,958CommonSOLE
981475106WKCWorld Kinect Corp$46,4160.11%1,637,239CommonSOLE
56418H100MANManpowerGroup Inc$46,3100.11%1,146,292CommonSOLE
98980F104GTMZoomInfo Technologies Inc$46,2520.11%4,570,400CommonNONE
127055101CBTCabot Corp$45,6520.11%608,700CommonSOLE
N53745100LYBLyondellBasell Industries NV$43,5980.10%753,509CommonSOLE
88076W103TDCTeradata Corp$43,0470.10%1,929,495CommonSOLE
11120U105BRXBrixmor Property Group Inc$42,2810.10%1,623,700CommonSOLE
595112103MUMicron Technology Inc$42,2720.10%342,980CommonSOLE
00676P107ADEAAdeia Inc$42,0880.10%2,976,494CommonSOLE
88033G407THCTenet Healthcare Corp$41,5180.10%235,900CommonNONE
126117100CNACNA Financial Corp$40,4990.09%870,392CommonSOLE
63001N106NATLNCR Atleos Corp$38,7400.09%1,357,857CommonSOLE
92942W107KLGWK Kellogg Co$37,6840.09%2,364,100CommonNONE
024013104AATAmerican Assets Trust Inc$37,6240.09%1,904,996CommonSOLE
410120109HWCHancock Whitney Corp$37,1520.09%647,256CommonSOLE
03937C105ARCBArcBest Corp$36,3520.09%472,049CommonSOLE
149123101CATCaterpillar Inc$36,2200.08%93,300CommonSOLE
302635206FSKFS KKR Capital Corp$36,0330.08%1,736,540CommonSOLE
69007J304OUTOutfront Media Inc$35,6650.08%2,185,350CommonSOLE
57686G105MATXMatson Inc$35,3450.08%317,422CommonSOLE
410495204HAFCHanmi Financial Corp$34,9830.08%1,417,475CommonSOLE
759351604RGAReinsurance Group of America Inc$34,7140.08%175,004CommonSOLE
222795502CUZCousins Properties Inc$34,2370.08%1,140,104CommonSOLE
74051N1022655957DPremier Inc$33,9890.08%1,549,867CommonNONE
09739D100BCCBoise Cascade Co$33,9680.08%391,252CommonSOLE
27579R104EWBCEast West Bancorp Inc$33,2020.08%328,800CommonSOLE
744320102PRUPrudential Financial Inc$33,0800.08%307,897CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$32,7460.08%395,483CommonNONE
149150104CATYCathay General Bancorp$32,3040.08%709,503CommonNONE
84790A105SPBSpectrum Brands Holdings Inc$32,1960.08%607,480CommonSOLE
146229109CRICarter's Inc$32,0120.07%1,062,466CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$31,9900.07%2,741,253CommonSOLE
200340107CMAComerica Inc$31,7640.07%532,500CommonSOLE
318672706FBPFirst BanCorp/Puerto Rico$31,7050.07%1,522,104CommonSOLE
09062X103BIIBBiogen Inc$31,6440.07%251,959CommonSOLE
28035Q102EPCEdgewell Personal Care Co$31,4880.07%1,345,054CommonSOLE
431284108HIWHighwoods Properties Inc$31,1650.07%1,002,400CommonSOLE
72815L107PLTKPlaytika Holding Corp$30,9070.07%6,534,168CommonSOLE
G3198U102ESNTEssent Group Ltd$30,8610.07%508,173CommonSOLE
319383204BUSEFirst Busey Corp$30,6190.07%1,337,957CommonSOLE
197236102COLBColumbia Banking System Inc$30,5680.07%1,307,443CommonNONE
860630102SFStifel Financial Corp$30,4180.07%293,102CommonSOLE
248019101DLXDeluxe Corp$30,3880.07%1,910,025CommonSOLE
64115T104NTCTNetScout Systems Inc$30,2340.07%1,218,614CommonNONE
393657101GBXGreenbrier Cos Inc/The$30,1840.07%655,464CommonNONE
825690100SSTKShutterstock Inc$30,0430.07%1,584,553CommonSOLE
37247D106GNWGenworth Financial Inc$29,7970.07%3,830,000CommonNONE
78442P106SLMSLM Corp$29,7670.07%907,800CommonNONE
720190206PDMPiedmont Realty Trust Inc$29,6830.07%4,071,729CommonSOLE
86722A103SXCSunCoke Energy Inc$29,4440.07%3,427,707CommonSOLE
143905107CSVCarriage Services Inc$29,3660.07%642,017CommonSOLE
647551100NMFCNew Mountain Finance Corp$29,1520.07%2,763,256CommonNONE
95082P105WCCWESCO International Inc$28,9730.07%156,440CommonSOLE
847215100SRJSpartanNash Co$28,9610.07%1,093,282CommonSOLE
79546E104SBHSally Beauty Holdings Inc$28,9400.07%3,125,321CommonNONE
87161C501SYU1Synovus Financial Corp$28,5210.07%551,137CommonSOLE
M5425M103INMDInmode Ltd$28,0000.07%1,939,067CommonSOLE
62955J103NOVNOV Inc$27,7560.06%2,233,000CommonNONE
59001A102MTHMeritage Homes Corp$27,4110.06%409,300CommonNONE
91325V108UNITUniti Group Inc$27,3400.06%6,328,793CommonSOLE
G0772R208NTBBank of NT Butterfield & Son Ltd/The$26,9870.06%609,459CommonSOLE
302520101FNBFNB Corp/PA$26,9470.06%1,848,200CommonSOLE
47233W109JEFJefferies Financial Group Inc$26,5960.06%486,300CommonSOLE
04010L103ARCCAres Capital Corp$26,2090.06%1,193,490CommonSOLE
50060P106KOPKoppers Holdings Inc$26,1970.06%814,831CommonSOLE
600544100MLKNMillerKnoll Inc$25,8520.06%1,331,199CommonSOLE
88337F105ODP1ODP Corp/The$25,8130.06%1,423,757CommonSOLE
397624107GEFGreif Inc$25,7300.06%395,900CommonNONE
67098H104OIO-I Glass Inc$25,3600.06%1,720,464CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$25,1330.06%1,055,562CommonNONE
887389104TKRTimken Co/The$24,9930.06%344,492CommonNONE
166764100CVXChevron Corp$24,9660.06%174,356CommonNONE
13057Q305CRCCalifornia Resources Corp$24,8030.06%543,100CommonSOLE
094235108BLMNBloomin' Brands Inc$24,7130.06%2,870,239CommonSOLE
G4412G101HLFHerbalife Ltd$24,5970.06%2,853,531CommonSOLE
G5509L101LIVNLivaNova PLC$24,2210.06%538,010CommonSOLE
423403104MOMOHello Group Inc$23,3480.05%2,766,395CommonSOLE
516544103LNTHLantheus Holdings Inc$23,2320.05%283,800CommonSOLE
30040W108ESEversource Energy$23,0950.05%363,014CommonNONE
12653C108CNXCNX Resources Corp$22,6630.05%672,900CommonSOLE
06417N103OZKBank OZK$22,5420.05%479,006CommonSOLE
806037107SCSCScanSource Inc$22,5210.05%538,660CommonSOLE
37940X102GPNGlobal Payments Inc$22,3470.05%279,200CommonSOLE
923451108VBTXVeritex Holdings Inc$22,1960.05%850,431CommonNONE
736508847PORPortland General Electric Co$22,0640.05%543,047CommonNONE
74164F103PRIMPrimoris Services Corp$21,9280.05%281,339CommonSOLE
7495271071RGREV Group Inc$21,4950.05%451,667CommonNONE
320218100THFFFirst Financial Corp$21,3910.05%394,733CommonSOLE
423452101HPHelmerich & Payne Inc$21,3900.05%1,410,971CommonSOLE
49803T300KRGKite Realty Group Trust$21,2410.05%937,800CommonSOLE
16934Q802CIMChimera Investment Corp$21,1300.05%1,523,435CommonSOLE
88034P109TMETencent Music Entertainment Group$20,9970.05%1,077,300CommonSOLE
256746108DLTRDollar Tree Inc$20,3630.05%205,600CommonNONE
154760409CPFCentral Pacific Financial Corp$20,3250.05%725,130CommonSOLE
49427F108KRCKilroy Realty Corp$19,6250.05%572,000CommonSOLE
037598109APOGApogee Enterprises Inc$19,6100.05%483,000CommonSOLE
103304101BYDBoyd Gaming Corp$19,1740.04%245,100CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$19,0290.04%849,501CommonSOLE
902973304USBUS Bancorp$18,9050.04%417,800CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$18,3260.04%1,596,336CommonSOLE
02376R102AALAmerican Airlines Group Inc$18,3140.04%1,632,286CommonSOLE
315616102FFIVF5 Inc$18,2020.04%61,844CommonNONE
458665304TILEInterface Inc$18,1760.04%868,406CommonNONE
43940T109HOPEHope Bancorp Inc$18,0310.04%1,680,400CommonSOLE
38173M102GBDCGolub Capital BDC Inc$17,9170.04%1,223,018CommonNONE
46591M109JOYYJOYY Inc$17,7830.04%349,299CommonSOLE
30034W106EVRGEvergy Inc$17,7330.04%257,266CommonNONE
H1467J104CBChubb Ltd$17,7310.04%61,200CommonSOLE
741511109PSMTPriceSmart Inc$17,6490.04%168,026CommonSOLE
G2519Y108BAPCredicorp Ltd$17,3270.04%77,517CommonSOLE
74965L101RLJRLJ Lodging Trust$17,2080.04%2,363,749CommonNONE
268603107LOCOEl Pollo Loco Holdings Inc$17,1760.04%1,560,052CommonSOLE
835495102SONSonoco Products Co$16,9270.04%388,600CommonNONE
030506109AMWDAmerican Woodmark Corp$16,7130.04%313,162CommonNONE
018581108BFHBread Financial Holdings Inc$16,4470.04%287,940CommonNONE
297602104ETDEthan Allen Interiors Inc$16,2030.04%581,800CommonSOLE
360271100FULTFulton Financial Corp$16,0080.04%887,375CommonNONE
876030107TPRTapestry Inc$16,0070.04%182,293CommonSOLE
830879102SKYWSkyWest Inc$15,8280.04%153,714CommonNONE
06652K103BKUBankUnited Inc$15,8060.04%444,100CommonSOLE
11135E203BNLBroadstone Net Lease Inc$15,6680.04%976,200CommonSOLE
68389X105ORCLOracle Corp$15,4960.04%70,880CommonNONE
117043109BCBrunswick Corp/DE$15,4950.04%280,500CommonSOLE
402635502GPORGulfport Energy Corp$15,4830.04%76,965CommonSOLE
401617105GU9Guess Inc$15,3400.04%1,268,826CommonNONE
453838609IBCPIndependent Bank Corp/MI$15,0630.04%464,770CommonSOLE
92839U206VCVisteon Corp$14,9930.04%160,700CommonSOLE
00773T101ASIXAdvanSix Inc$14,9560.04%629,706CommonNONE
587376104MBWMMercantile Bank Corp$14,7670.03%318,186CommonSOLE
466367109JACKJack in the Box Inc$14,7090.03%842,421CommonSOLE
57164Y107VACMarriott Vacations Worldwide Corp$14,5430.03%201,122CommonSOLE
29452E101EQHEquitable Holdings Inc$14,2270.03%253,600CommonSOLE
29249E109ACTEnact Holdings Inc$14,2160.03%382,664CommonSOLE
153527205CENTACentral Garden & Pet Co$14,0110.03%447,767CommonNONE
17888H103CIVICivitas Resources Inc$13,8740.03%504,148CommonNONE
422819102HSIHeidrick & Struggles International Inc$13,8260.03%302,146CommonSOLE
201723103CMCCommercial Metals Co$13,6070.03%278,200CommonSOLE
80004C200SNDKSandisk Corp/DE$13,5990.03%299,875CommonSOLE
48123V102ZDZiff Davis Inc$13,3200.03%440,026CommonNONE
866683105SNCYSun Country Airlines Holdings Inc$13,2080.03%1,124,078CommonSOLE
218937100CNRCore Natural Resources Inc$13,1960.03%189,224CommonSOLE
254423106DINDine Brands Global Inc$12,8830.03%529,492CommonSOLE
919794107VLYValley National Bancorp$12,7860.03%1,431,810CommonSOLE
608190104MHKMohawk Industries Inc$12,7700.03%121,800CommonSOLE
204149108CTBICommunity Trust Bancorp Inc$12,6440.03%238,927CommonNONE
540424108LLoews Corp$12,5670.03%137,100CommonNONE
238337109PLAYDave & Buster's Entertainment Inc$12,5670.03%417,786CommonNONE
14888U101CPRXCatalyst Pharmaceuticals Inc$12,5360.03%577,700CommonSOLE
G81276100SIGSignet Jewelers Ltd$12,4180.03%156,100CommonNONE
25179M103DVNDevon Energy Corp$12,2440.03%384,900CommonSOLE
708062104PNNTPennantPark Investment Corp$12,1910.03%1,782,360CommonSOLE
68287N100OSPNOneSpan Inc$12,0380.03%721,249CommonNONE
N00985106AERAerCap Holdings NV$11,9930.03%102,500CommonNONE
67011P100DNOWDNOW Inc$11,8390.03%798,300CommonNONE
872280102CGBDCarlyle Secured Lending Inc$11,7730.03%860,563CommonSOLE
500255104KSSKohl's Corp$11,6920.03%1,378,800CommonNONE
105368203BDNBrandywine Realty Trust$11,6530.03%2,716,403CommonSOLE
693718108PCARPACCAR Inc$11,5590.03%121,600CommonSOLE
Y2065G121DHTDHT Holdings Inc$11,5270.03%1,066,312CommonSOLE
00108J109ACMRACM Research Inc$11,5230.03%444,900CommonNONE
78454L100SMSM Energy Co$11,2950.03%457,100CommonSOLE
00081T108ACCOACCO Brands Corp$11,2870.03%3,152,700CommonSOLE
974637100WGOWinnebago Industries Inc$11,1510.03%384,515CommonNONE
440407104HBNCHorizon Bancorp Inc/IN$10,8360.03%704,573CommonSOLE
666807102NOCNorthrop Grumman Corp$10,7500.03%21,500CommonNONE
419596101HVTHaverty Furniture Cos Inc$10,7480.03%528,170CommonSOLE
46005L101IMXIInternational Money Express Inc$10,7260.03%1,063,019CommonSOLE
69320M109PCBPCB Bancorp$10,6510.02%507,680CommonSOLE
23204G100CUBICustomers Bancorp Inc$10,5440.02%179,500CommonSOLE
191098102COKECoca-Cola Consolidated Inc$10,5290.02%94,300CommonSOLE
603158106MTXMinerals Technologies Inc$10,4920.02%190,522CommonNONE
758075402RWTRedwood Trust Inc$10,4750.02%1,772,345CommonSOLE
22284P105CVLGCovenant Logistics Group Inc$10,4350.02%432,826CommonSOLE
87305R109TTMITTM Technologies Inc$10,4050.02%254,900CommonNONE
19459J104COLLCollegium Pharmaceutical Inc$10,3470.02%349,900CommonNONE
14040H105COFCapital One Financial Corp$10,1760.02%47,828CommonSOLE
929566107WNCWabash National Corp$10,1100.02%951,106CommonNONE
022671101AMALAmalgamated Financial Corp$10,0390.02%321,758CommonSOLE
20602D101CNXCConcentrix Corp$9,8970.02%187,251CommonNONE
75902K106RMRegional Management Corp$9,8170.02%336,100CommonSOLE
293389102EBFEnnis Inc$9,7840.02%539,380CommonSOLE
22948Q101CTOCTO Realty Growth Inc$9,5130.02%551,152CommonSOLE
938824109WAFDWaFd Inc$9,4370.02%322,300CommonSOLE
133034108CACCamden National Corp$9,3940.02%231,495CommonNONE
512807306LRCXLam Research Corp$9,3720.02%96,280CommonNONE
285512109EAElectronic Arts Inc$9,3170.02%58,340CommonNONE
53115L104LBRTLiberty Energy Inc$9,2170.02%802,900CommonSOLE
74319R101PRGPROG Holdings Inc$9,0890.02%309,681CommonSOLE
69047Q102OVVOvintiv Inc$8,7840.02%230,849CommonSOLE
91359V107UVEUniversal Insurance Holdings Inc$8,7540.02%315,702CommonSOLE
827048109SLGNSilgan Holdings Inc$8,7390.02%161,300CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$8,6060.02%343,700CommonSOLE
20848V105CCSIConsensus Cloud Solutions Inc$8,5900.02%372,501CommonSOLE
700517105PKPark Hotels & Resorts Inc$8,5880.02%839,500CommonNONE
675234108OCFCOceanFirst Financial Corp$8,5220.02%483,908CommonSOLE
178587101CIOCity Office REIT Inc$8,4480.02%1,582,009CommonSOLE
666762109NRIMNorthrim BanCorp Inc$8,3320.02%89,340CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$8,3060.02%161,100CommonNONE
G27907107DOLEDole PLC$8,1910.02%585,500CommonNONE
743312100PRGSProgress Software Corp$8,1650.02%127,900CommonNONE
07556Q881BZHBeazer Homes USA Inc$8,0680.02%360,651CommonNONE
747301109QUADQuad/Graphics Inc$7,9260.02%1,402,780CommonSOLE
704551100BTUPeabody Energy Corp$7,8310.02%583,539CommonSOLE
457030104IMKTAIngles Markets Inc$7,7370.02%122,071CommonNONE
92343X100VTYVerint Systems Inc$7,5560.02%384,134CommonNONE
Y7388L103SBSafe Bulkers Inc$7,4040.02%2,051,018CommonSOLE
81761L102SVCService Properties Trust$7,3520.02%3,076,285CommonSOLE
98421M106XRXXerox Holdings Corp$7,2140.02%1,368,925CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$7,1800.02%31,700CommonSOLE
37959E102GLGlobe Life Inc$7,0940.02%57,080CommonSOLE
601137102MRPMillrose Properties Inc$7,0830.02%248,442CommonSOLE
138006309CAJPYCanon Inc$7,0370.02%242,500CommonNONE
224441105CXTCrane NXT Co$6,9110.02%128,227CommonSOLE
664121100NECBNortheast Community Bancorp Inc$6,9010.02%296,896CommonSOLE
10922N103BHFBrighthouse Financial Inc$6,8510.02%127,404CommonNONE
505743104LADRLadder Capital Corp$6,7780.02%630,500CommonNONE
55939A107MAGNMagnera Corp$6,7030.02%554,844CommonSOLE
488152208KELYAKelly Services Inc$6,5730.02%561,329CommonNONE
493267108KEYKeyCorp$6,4820.02%372,100CommonSOLE
309627107FMNBFarmers National Banc Corp$6,4650.02%468,824CommonSOLE
025537101AEPAmerican Electric Power Co Inc$6,4540.02%62,200CommonNONE
92556H2060VVBParamount Global$6,4400.02%499,200CommonNONE
781846209RUSHARush Enterprises Inc$6,3670.01%123,600CommonNONE
628464109MYEMyers Industries Inc$6,3260.01%436,600CommonSOLE
597742105MSBIMidland States Bancorp Inc$6,3250.01%365,189CommonNONE
824889109SCVLShoe Carnival Inc$6,2850.01%335,918CommonNONE
45781V101IIPRInnovative Industrial Properties Inc$6,2670.01%113,500CommonSOLE
88830M102TWITitan International Inc$6,2500.01%608,600CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$6,2460.01%106,259CommonSOLE
228368106CCKCrown Holdings Inc$6,0760.01%59,000CommonSOLE
31620R303FNFFidelity National Financial Inc$6,0710.01%108,300CommonSOLE
317585404FISIFinancial Institutions Inc$6,0610.01%236,037CommonSOLE
02913V103APEIAmerican Public Education Inc$6,0290.01%197,931CommonNONE
78440P306SKMSK Telecom Co Ltd$6,0140.01%257,568CommonSOLE
438128308HMCHonda Motor Co Ltd$6,0100.01%208,480CommonNONE
084670702BRK/BBerkshire Hathaway Inc$6,0090.01%12,370CommonSOLE
872590104TMUST-Mobile US Inc$5,9520.01%24,980CommonNONE
731068102PIIPolaris Inc$5,8980.01%145,100CommonNONE
077454106BDCBelden Inc$5,7560.01%49,710CommonSOLE
723484101PNWPinnacle West Capital Corp$5,7530.01%64,300CommonNONE
55272X607MFAMFA Financial Inc$5,7530.01%608,107CommonNONE
404111106HBTHBT Financial Inc$5,7220.01%226,978CommonSOLE
71742Q106PAHCPhibro Animal Health Corp$5,7060.01%223,400CommonSOLE
30161N101EXCExelon Corp$5,7010.01%131,300CommonNONE
37954A204GMREUSDGlobal Medical REIT Inc$5,5290.01%797,900CommonSOLE
456237106ILPTIndustrial Logistics Properties Trust$5,5270.01%1,214,750CommonSOLE
68268W103OMFOneMain Holdings Inc$5,4320.01%95,300CommonSOLE
00215W100ASXASE Technology Holding Co Ltd$5,4300.01%525,700CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$5,3760.01%24,300CommonNONE
494368103KMBKimberly-Clark Corp$5,2210.01%40,500CommonNONE
29089Q105EBSEmergent BioSolutions Inc$5,2030.01%815,591CommonNONE
320209109FFBCFirst Financial Bancorp$5,1610.01%212,735CommonNONE
927107409VLGEAVillage Super Market Inc$5,0850.01%132,071CommonSOLE
4315711089HIHillenbrand Inc$5,0570.01%251,960CommonSOLE
48203R104JNPJuniper Networks, Inc.$4,9830.01%124,800CommonNONE
53815P108RAMPLiveRamp Holdings Inc$4,9160.01%148,800CommonNONE
02553E106AEOAmerican Eagle Outfitters Inc$4,9070.01%510,100CommonSOLE
376536108GOODGladstone Commercial Corp$4,8320.01%337,200CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$4,6600.01%287,100CommonSOLE
G87110105FTITechnipFMC PLC$4,6430.01%134,800CommonSOLE
709789101PEBOPeoples Bancorp Inc/OH$4,6400.01%151,916CommonSOLE
740367404PFBCPreferred Bank/Los Angeles CA$4,6340.01%53,540CommonSOLE
689648103OTTROtter Tail Corp$4,6020.01%59,700CommonSOLE
070830104BBWIBath & Body Works Inc$4,6010.01%153,566CommonNONE
10482B101BHRBraemar Hotels & Resorts Inc$4,5480.01%1,856,381CommonNONE
004225108ACADACADIA Pharmaceuticals Inc$4,5300.01%210,000CommonNONE
143658300CCL1EURCarnival Corp$4,4370.01%157,800CommonSOLE
178867107CIVBCivista Bancshares Inc$4,4020.01%189,744CommonSOLE
880779103TEXTerex Corp$4,3660.01%93,500CommonSOLE
319390100FBIZFirst Business Financial Services Inc$4,3580.01%86,025CommonSOLE
910873405UMCUnited Microelectronics Corp$4,3270.01%565,611CommonSOLE
58502B106MDPediatrix Medical Group Inc$4,2810.01%298,304CommonSOLE
703481101PTENPatterson-UTI Energy Inc$4,2430.01%715,558CommonSOLE
74930B105RBBRBB Bancorp$4,2340.01%246,000CommonSOLE
077347300BELFBBel Fuse Inc$4,2100.01%43,100CommonNONE
038923108ABRArbor Realty Trust Inc$4,1880.01%391,388CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$4,1040.01%300,403CommonNONE
577933104MMSMaximus Inc$3,9940.01%56,900CommonNONE
693475105PNCPNC Financial Services Group Inc/The$3,9890.01%21,400CommonSOLE
674215207CHRDChord Energy Corp$3,9210.01%40,485CommonSOLE
29275Y102ENSEnerSys$3,9030.01%45,500CommonSOLE
00164V103AMCXAMC Networks Inc$3,8970.01%621,589CommonSOLE
06654A103BWFGBankwell Financial Group Inc$3,8260.01%106,194CommonSOLE
088606108BHPBHP Group Ltd$3,8040.01%79,100CommonSOLE
05379B107AVAAvista Corp$3,7490.01%98,800CommonSOLE
59540G107MPBMid Penn Bancorp Inc$3,7410.01%132,659CommonSOLE

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.