MondegarAI
LSV ASSET MANAGEMENT

Q3 2025 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2025-11-06 · accession 0001050470-25-000017

$45.3M
Reported value
894
Positions
2025-09-30
Period end
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The Brief · LSV ASSET MANAGEMENT · Q3 2025

AI · grounded in 13F

LSV ASSET MANAGEMENT established a new position in AT&T Inc T valued at $646,715. The fund also initiated new stakes in Alphabet Inc GOOGL for $620,736 and Bank of New York Mellon Corp/The BK for $617,698. Additional new positions include Citigroup Inc C and Cisco Systems Inc CSCO.

Holdings as filed

First 500 of 894

CUSIPTickerIssuerValue% port.SharesClassVoting
00206R102TAT&T Inc$646,7151.43%22,900,662CommonSOLE
02079K305GOOGLAlphabet Inc$620,7361.37%2,553,418CommonSOLE
064058100BKBank of New York Mellon Corp/The$617,6981.36%5,669,038CommonSOLE
172967424CCitigroup Inc$612,4241.35%6,033,737CommonSOLE
17275R102CSCOCisco Systems Inc$594,7811.31%8,693,083CommonSOLE
478160104JNJJohnson & Johnson$569,3061.26%3,070,358CommonSOLE
747525103QCOMQUALCOMM Inc$566,1461.25%3,403,140CommonSOLE
949746101WMT2Wells Fargo & Co$546,5361.21%6,520,348CommonSOLE
278642103EBAYeBay Inc$535,3861.18%5,886,596CommonSOLE
92343V104VZVerizon Communications Inc$535,3041.18%12,179,837CommonSOLE
857477103STTState Street Corp$518,5431.15%4,469,816CommonSOLE
375558103GILDGilead Sciences Inc$477,2551.05%4,299,593CommonSOLE
501044101KRKroger Co/The$464,4061.03%6,889,273CommonSOLE
37045V100GMGeneral Motors Co$458,1361.01%7,514,117CommonSOLE
35137L105FOXAFox Corp$450,0470.99%7,136,803CommonSOLE
58933Y105MRKMerck & Co Inc$444,7680.98%5,299,273CommonSOLE
20030N101CMCSAComcast Corp$434,9760.96%13,843,919CommonSOLE
717081103PFEPfizer Inc$431,2070.95%16,923,337CommonSOLE
416515104HIGHartford Insurance Group Inc/The$427,1430.94%3,202,212CommonSOLE
24703L202DELLDell Technologies Inc$408,7840.90%2,883,428CommonSOLE
745867101PHMPulteGroup Inc$373,4210.82%2,826,164CommonSOLE
110122108BMYBristol-Myers Squibb Co$372,9530.82%8,269,472CommonSOLE
40412C101HCAHCA Healthcare Inc$359,5520.79%843,623CommonSOLE
02209S103MOAltria Group Inc$351,1540.78%5,315,676CommonSOLE
26210C104DBXDropbox Inc$350,8480.77%11,613,642CommonSOLE
126650100CVSCVS Health Corp$348,2310.77%4,619,061CommonSOLE
883203101TXTTextron Inc$346,9580.77%4,106,500CommonSOLE
Y2573F102FLEXFlex Ltd$342,4960.76%5,908,151CommonSOLE
651639106NEMNewmont Corp$342,1250.76%4,057,939CommonSOLE
038222105AMATApplied Materials Inc$341,2000.75%1,666,506CommonSOLE
060505104BACBank of America Corp$340,4870.75%6,599,866CommonSOLE
174610105CFGCitizens Financial Group Inc$338,9090.75%6,375,260CommonSOLE
45337C102INCYIncyte Corp$338,0610.75%3,986,097CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$331,0630.73%2,511,858CommonSOLE
231021106CMICummins Inc$326,6070.72%773,273CommonSOLE
30161Q104EXELExelixis Inc$320,8440.71%7,768,627CommonSOLE
40434L105HPQHP Inc$310,0380.68%11,385,906CommonSOLE
026874784AIGAmerican International Group Inc$306,5040.68%3,902,519CommonSOLE
G02602103DOXAmdocs Ltd$299,3760.66%3,648,703CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$299,2920.66%12,186,141CommonSOLE
87162W100SNXTD SYNNEX Corp$294,4190.65%1,797,979CommonSOLE
466313103JBLJabil Inc$293,0360.65%1,349,340CommonSOLE
552848103MTGMGIC Investment Corp$292,7230.65%10,318,036CommonSOLE
172755100CRUSCirrus Logic Inc$292,2440.65%2,332,542CommonSOLE
91307C102UTHRUnited Therapeutics Corp$287,8760.64%686,710CommonSOLE
320517105FHNFirst Horizon Corp$287,7760.64%12,727,838CommonSOLE
31428X106FDXFedEx Corp$271,2800.60%1,150,416CommonSOLE
60871R209TAPMolson Coors Beverage Co$270,9980.60%5,988,916CommonSOLE
099724106BWABorgWarner Inc$265,6790.59%6,043,654CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$265,0880.59%332,879CommonSOLE
783549108RRyder System Inc$260,6010.58%1,381,472CommonSOLE
56585A102MPCMarathon Petroleum Corp$258,1890.57%1,339,570CommonSOLE
70450Y103PYPLPayPal Holdings Inc$251,6270.56%3,752,260CommonSOLE
042735100ARWArrow Electronics Inc$250,5840.55%2,070,940CommonSOLE
910047109UALUnited Airlines Holdings Inc$246,8040.54%2,557,559CommonSOLE
688239201OSKOshkosh Corp$245,8890.54%1,895,825CommonSOLE
457187102INGRIngredion Inc$244,2010.54%1,999,847CommonSOLE
668771108GENGen Digital Inc$242,5790.54%8,544,516CommonSOLE
30231G102XOMExxon Mobil Corp$241,2010.53%2,139,259CommonSOLE
7591EP100RFRegions Financial Corp$235,4640.52%8,929,251CommonSOLE
001084102AGCOAGCO Corp$234,4720.52%2,189,896CommonSOLE
65336K103NXSTNexstar Media Group Inc$228,8930.51%1,157,545CommonSOLE
30303M102METAMeta Platforms Inc$228,0170.50%310,489CommonSOLE
00090Q103ADTADT Inc$223,3780.49%25,646,206CommonSOLE
651587107NEUNewMarket Corp$222,3180.49%268,432CommonSOLE
91913Y100VLOValero Energy Corp$217,6550.48%1,278,370CommonSOLE
989701107ZIONZions Bancorp NA$217,2510.48%3,839,718CommonSOLE
750236101RDNRadian Group Inc$216,4180.48%5,975,086CommonSOLE
500754106KHCKraft Heinz Co/The$215,3100.48%8,268,443CommonSOLE
91529Y106UNMUnum Group$212,5680.47%2,732,940CommonSOLE
345370860FFord Motor Co$210,6170.47%17,610,147CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$207,0210.46%2,438,981CommonSOLE
690742101OCOwens Corning$205,0550.45%1,449,562CommonSOLE
46625H100JPMJPMorgan Chase & Co$200,9040.44%636,922CommonSOLE
30212P303EXPEExpedia Group Inc$198,1370.44%926,955CommonSOLE
902681105UGIUGI Corp$196,0430.43%5,894,263CommonSOLE
247361702DALDelta Air Lines Inc$195,6690.43%3,447,917CommonSOLE
052800109ALVAutoliv Inc$195,0910.43%1,579,687CommonSOLE
013091103ACIAlbertsons Cos Inc$191,6730.42%10,946,507CommonSOLE
624756102MLIMueller Industries Inc$191,0710.42%1,889,730CommonSOLE
958102105WDCWestern Digital Corp$181,4360.40%1,511,212CommonSOLE
403949100DINOHF Sinclair Corp$171,1250.38%3,269,493CommonSOLE
636180101NFGNational Fuel Gas Co$170,4640.38%1,845,450CommonSOLE
57667L107MTCHMatch Group Inc$168,5040.37%4,770,780CommonSOLE
H11356104BGBunge Global SA$168,3800.37%2,072,372CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$167,4530.37%9,838,575CommonSOLE
87165B103SYFSynchrony Financial$165,8910.37%2,334,854CommonSOLE
693656100PVHPVH Corp$164,4660.36%1,963,303CommonSOLE
576485205MTDRMatador Resources Co$158,7060.35%3,532,303CommonSOLE
15135B101CNCCentene Corp$158,1770.35%4,433,225CommonSOLE
125523100CICigna Group/The$156,4440.35%542,737CommonSOLE
808625107SAICScience Applications International Corp$155,5180.34%1,565,035CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$154,8150.34%3,095,055CommonSOLE
913903100UHSUniversal Health Services Inc$153,9000.34%752,786CommonSOLE
370334104GISGeneral Mills Inc$153,6450.34%3,047,300CommonSOLE
21871X109CRBGCorebridge Financial Inc$150,1710.33%4,685,535CommonSOLE
406216101HALHalliburton Co$148,8230.33%6,049,722CommonSOLE
N20944109CNHCNH Industrial NV$147,6220.33%13,605,671CommonSOLE
83088M102SWKSSkyworks Solutions Inc$146,9960.32%1,909,536CommonSOLE
109696104BCOBrink's Co/The$146,8210.32%1,256,385CommonSOLE
87901J105TGNATEGNA Inc$145,7940.32%7,171,371CommonSOLE
412822108HOGHarley-Davidson Inc$142,7780.32%5,117,494CommonSOLE
74736K101QRVOQorvo Inc$138,5200.31%1,520,856CommonNONE
053807103AVTAvnet Inc$136,6480.30%2,613,771CommonSOLE
G3223R108EGEverest Group Ltd$135,7910.30%387,720CommonSOLE
858119100STLDSteel Dynamics Inc$135,5940.30%972,485CommonSOLE
59156R108METMetLife Inc$134,4530.30%1,632,300CommonSOLE
00724F101ADBEAdobe Inc$134,1460.30%380,285CommonSOLE
70959W103PAGPenske Automotive Group Inc$132,9880.29%764,692CommonSOLE
03076C106AMPAmeriprise Financial Inc$131,8860.29%268,470CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$131,6880.29%457,394CommonSOLE
539830109LMTLockheed Martin Corp$127,7030.28%255,811CommonSOLE
039483102ADMArcher-Daniels-Midland Co$124,7450.28%2,088,127CommonSOLE
314211103FHIFederated Hermes Inc$124,6840.28%2,401,001CommonSOLE
12621E103CNOCNO Financial Group Inc$124,5690.28%3,149,649CommonSOLE
253393102DKSDick's Sporting Goods Inc$124,4320.27%559,950CommonSOLE
889478103TOLToll Brothers Inc$123,5370.27%894,289CommonSOLE
23918K108DVADaVita Inc$123,1740.27%927,029CommonSOLE
134429109CPBCampbell's Company/The$121,5100.27%3,847,700CommonSOLE
733174700BPOPPopular Inc$121,2900.27%954,968CommonSOLE
91688F104UPWKUpwork Inc$120,9530.27%6,513,375CommonSOLE
680223104ORIOld Republic International Corp$118,7100.26%2,795,152CommonSOLE
05329W102ANAutoNation Inc$117,5290.26%537,225CommonSOLE
595112103MUMicron Technology Inc$117,4000.26%701,647CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$117,3380.26%1,749,490CommonNONE
718546104PSXPhillips 66$114,9000.25%844,728CommonSOLE
008252108AMGAffiliated Managers Group Inc$114,3570.25%479,624CommonSOLE
031652100AMKRAmkor Technology Inc$113,0710.25%3,981,356CommonSOLE
30040W108ESEversource Energy$111,4460.25%1,566,577CommonSOLE
92763W103VIPSVipshop Holdings Ltd$108,5070.24%5,524,813CommonSOLE
833034101SNASnap-on Inc$107,7960.24%311,073CommonSOLE
665859104NTRSNorthern Trust Corp$106,9520.24%794,590CommonNONE
534187109LNCLincoln National Corp$105,4520.23%2,614,739CommonSOLE
205887102CAGConagra Brands Inc$105,4190.23%5,757,452CommonSOLE
071813109BAXBaxter International Inc$102,9770.23%4,522,500CommonSOLE
577081102MATMattel Inc$101,2800.22%6,017,810CommonSOLE
086516101BBYBest Buy Co Inc$98,9260.22%1,308,200CommonSOLE
626717102MURMurphy Oil Corp$98,3950.22%3,463,388CommonSOLE
03743Q108APAAPA Corp$98,3930.22%4,052,426CommonSOLE
Y7542C130STNGScorpio Tankers Inc$98,3430.22%1,754,551CommonSOLE
00108J109ACMRACM Research Inc$97,9930.22%2,504,305CommonSOLE
14149Y108CAHCardinal Health Inc$96,4960.21%614,780CommonSOLE
552953101MGMMGM Resorts International$96,4870.21%2,783,800CommonSOLE
894164102TNLTravel Leisure Co$94,9030.21%1,595,280CommonSOLE
125269100CFCF Industries Holdings Inc$94,5260.21%1,053,802CommonSOLE
031162100AMGNAmgen Inc$94,0540.21%333,290CommonSOLE
20825C104COPConocoPhillips$93,7250.21%990,853CommonSOLE
045487105ASBAssociated Banc-Corp$93,1800.21%3,624,263CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$92,8500.21%1,266,027CommonNONE
227046109CROXCrocs Inc$92,5320.20%1,107,500CommonSOLE
G3922B107GGenpact Ltd$89,7810.20%2,143,267CommonSOLE
126349109CSNCSG Systems International Inc$88,9300.20%1,381,331CommonSOLE
G39108108GTESGates Industrial Corp PLC$88,2480.19%3,555,526CommonSOLE
98980L101ZNGAZoom Communications Inc$88,2290.19%1,069,440CommonSOLE
832696405SJMJ M Smucker Co/The$87,9010.19%809,400CommonSOLE
46817M107JXNJackson Financial Inc$85,8230.19%847,798CommonSOLE
29272W109ENREnergizer Holdings Inc$85,5360.19%3,436,574CommonSOLE
55616P104MMacy's Inc$85,3500.19%4,760,204CommonSOLE
68622V106OGNOrganon & Co$83,6730.18%7,834,540CommonSOLE
87612E106TGTTarget Corp$82,0450.18%914,665CommonSOLE
98980F104GTMZoomInfo Technologies Inc$81,8970.18%7,506,629CommonNONE
00737L103CVSAAdtalem Global Education Inc$80,5920.18%521,800CommonSOLE
26875P101EOGEOG Resources Inc$79,9810.18%713,350CommonSOLE
277432100EMNEastman Chemical Co$79,7980.18%1,265,629CommonSOLE
71880K101PHINPhinia Inc$78,4330.17%1,364,534CommonSOLE
02005N100ALLYAlly Financial Inc$78,1470.17%1,993,535CommonSOLE
959802109WUWestern Union Co/The$76,7770.17%9,609,077CommonSOLE
929089100VOYAVoya Financial Inc$76,0610.17%1,016,860CommonSOLE
985817105YELPYelp Inc$74,9720.17%2,402,938CommonNONE
093671105HRBH&R Block Inc$74,7700.17%1,478,551CommonSOLE
92556V106VTRSViatris Inc$74,3240.16%7,507,520CommonSOLE
629377508NRGNRG Energy Inc$73,8420.16%455,956CommonSOLE
26884U109EPREPR Properties$73,6820.16%1,270,158CommonSOLE
829933100SIRISirius XM Holdings Inc$73,1460.16%3,142,700CommonSOLE
871332102SLVMSylvamo Corp$72,5020.16%1,639,584CommonSOLE
364760108GAPGap Inc/The$71,4790.16%3,341,701CommonSOLE
928881101VNTVontier Corp$70,0980.15%1,670,186CommonNONE
316773100FITBFifth Third Bancorp$70,0370.15%1,572,100CommonSOLE
521865204LEALear Corp$68,5080.15%680,931CommonSOLE
55261F104MTBM&T Bank Corp$67,6650.15%342,400CommonSOLE
78573L106SBRASabra Health Care REIT Inc$67,4570.15%3,618,915CommonSOLE
61945C103MOSMosaic Co/The$66,2550.15%1,910,477CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$64,4640.14%672,900CommonSOLE
71363P106PRDOPerdoceo Education Corp$64,4390.14%1,711,063CommonSOLE
963320106WHRWhirlpool Corp$63,9460.14%813,557CommonSOLE
48666K109KBHKB Home$63,9330.14%1,004,600CommonSOLE
459200101IBMInternational Business Machines Corp$63,0260.14%223,370CommonNONE
64110D104NTAPNetApp Inc$61,1260.13%516,008CommonSOLE
035710839NLYAnnaly Capital Management Inc$60,8960.13%3,013,141CommonSOLE
G36738105FDPFresh Del Monte Produce Inc$60,1090.13%1,731,248CommonSOLE
398433102GFFGriffon Corp$60,0210.13%788,195CommonSOLE
76009N100UPBDUpbound Group Inc$59,8540.13%2,532,951CommonSOLE
000957100ABMABM Industries Inc$59,2940.13%1,285,656CommonSOLE
67103X102OFGOFG Bancorp$58,7130.13%1,350,024CommonSOLE
64828T201RITMRithm Capital Corp$58,3220.13%5,120,500CommonSOLE
366505105GTXGarrett Motion Inc$58,2470.13%4,276,600CommonSOLE
719405102PLABPhotronics Inc$57,6730.13%2,512,974CommonSOLE
047649108ATKRAtkore Inc$56,9430.13%907,600CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$56,3350.12%869,900CommonSOLE
87265H109T86Tri Pointe Homes Inc$55,8710.12%1,644,702CommonSOLE
79546E104SBHSally Beauty Holdings Inc$54,6900.12%3,359,340CommonNONE
G81276100SIGSignet Jewelers Ltd$54,4150.12%567,300CommonSOLE
G3398L118PLGOFidelis Insurance Holdings Ltd$54,3660.12%2,995,380CommonSOLE
681936100OHIOmega Healthcare Investors Inc$54,0420.12%1,280,000CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$52,7980.12%1,148,535CommonSOLE
801056102SANMSanmina Corp$52,0270.11%451,973CommonSOLE
23355L106DXCDXC Technology Co$51,2220.11%3,758,062CommonSOLE
398905109GPIGroup 1 Automotive Inc$50,9530.11%116,462CommonSOLE
89832Q109TFCTruist Financial Corp$50,4200.11%1,102,800CommonSOLE
505336107LZBLa-Z-Boy Inc$50,2750.11%1,464,899CommonSOLE
00676P107ADEAAdeia Inc$48,4480.11%2,883,786CommonSOLE
88076W103TDCTeradata Corp$47,1950.10%2,194,095CommonNONE
63001N106NATLNCR Atleos Corp$46,7470.10%1,189,199CommonSOLE
159864107CRLCharles River Laboratories International Inc$46,5940.10%297,800CommonSOLE
88033G407THCTenet Healthcare Corp$46,4760.10%228,900CommonNONE
127055101CBTCabot Corp$45,8280.10%602,600CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$45,7920.10%845,500CommonSOLE
11120U105BRXBrixmor Property Group Inc$45,5450.10%1,645,400CommonSOLE
981475106WKCWorld Kinect Corp$45,1720.10%1,740,728CommonSOLE
63938C108NAVINavient Corp$44,3630.10%3,373,611CommonSOLE
413197104HRMYHarmony Biosciences Holdings Inc$43,9550.10%1,594,893CommonSOLE
64115T104NTCTNetScout Systems Inc$43,9110.10%1,700,014CommonNONE
09062X103BIIBBiogen Inc$42,9820.09%306,839CommonSOLE
285512109EAElectronic Arts Inc$42,9510.09%212,945CommonSOLE
N00985106AERAerCap Holdings NV$42,9310.09%354,800CommonSOLE
56418H100MANManpowerGroup Inc$42,4320.09%1,119,570CommonSOLE
025932104AFGAmerican Financial Group Inc/OH$42,4220.09%291,120CommonSOLE
388689101GPKGraphic Packaging Holding Co$42,2190.09%2,157,332CommonSOLE
74051N1022655957DPremier Inc$41,9990.09%1,510,767CommonNONE
292218104EIGEmployers Holdings Inc$41,7200.09%982,113CommonSOLE
69121K104OBDCBlue Owl Capital Corp$41,3640.09%3,239,147CommonSOLE
153527205CENTACentral Garden & Pet Co$40,8880.09%1,384,619CommonSOLE
69007J304OUTOutfront Media Inc$40,0180.09%2,184,378CommonSOLE
410120109HWCHancock Whitney Corp$39,7860.09%635,456CommonSOLE
149123101CATCaterpillar Inc$38,8880.09%81,500CommonSOLE
024013104AATAmerican Assets Trust Inc$37,1610.08%1,828,796CommonSOLE
80004C200SNDKSandisk Corp/DE$36,8710.08%328,615CommonSOLE
720190206PDMPiedmont Realty Trust Inc$36,8610.08%4,095,654CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$36,5390.08%4,884,853CommonSOLE
200340107CMAComerica Inc$36,1990.08%528,300CommonSOLE
62482R10707WAMR COOPER GROUP INC$36,0030.08%170,799CommonSOLE
431284108HIWHighwoods Properties Inc$35,4980.08%1,115,600CommonSOLE
G5509L101LIVNLivaNova PLC$35,3360.08%674,610CommonSOLE
248019101DLXDeluxe Corp$35,1940.08%1,817,859CommonSOLE
835495102SONSonoco Products Co$34,4200.08%798,800CommonNONE
76680R206RNGRingCentral Inc$33,5770.07%1,184,800CommonSOLE
825690100SSTKShutterstock Inc$33,3860.07%1,601,253CommonSOLE
410495204HAFCHanmi Financial Corp$33,3560.07%1,350,975CommonSOLE
21036P108STZConstellation Brands Inc$33,0180.07%245,180CommonSOLE
222795502CUZCousins Properties Inc$32,9890.07%1,139,904CommonSOLE
29249E109ACTEnact Holdings Inc$32,8680.07%857,264CommonSOLE
149150104CATYCathay General Bancorp$32,8250.07%683,703CommonSOLE
67066G104NVDANVIDIA Corp$32,6520.07%175,004CommonSOLE
74164F103PRIMPrimoris Services Corp$32,4370.07%236,200CommonSOLE
318672706FBPFirst BanCorp/Puerto Rico$32,3080.07%1,465,204CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$31,5790.07%2,629,353CommonSOLE
G3198U102ESNTEssent Group Ltd$31,5310.07%496,090CommonSOLE
03937C105ARCBArcBest Corp$31,3890.07%449,249CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$31,2620.07%55,600CommonNONE
759351604RGAReinsurance Group of America Inc$31,2330.07%162,560CommonSOLE
27579R104EWBCEast West Bancorp Inc$31,0300.07%291,500CommonSOLE
88337F105ODP1ODP Corp/The$30,8860.07%1,109,027CommonSOLE
57686G105MATXMatson Inc$30,8120.07%312,522CommonSOLE
393657101GBXGreenbrier Cos Inc/The$30,7950.07%667,002CommonNONE
84790A105SPBSpectrum Brands Holdings Inc$30,7760.07%585,880CommonSOLE
054540208ACLSAxcelis Technologies Inc$30,7470.07%314,900CommonSOLE
256677105DGDollar General Corp$30,5810.07%295,900CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$30,4480.07%1,144,233CommonSOLE
744320102PRUPrudential Financial Inc$30,2920.07%292,000CommonSOLE
319383204BUSEFirst Busey Corp$29,6730.07%1,281,757CommonSOLE
95082P105WCCWESCO International Inc$29,5970.07%139,940CommonSOLE
48123V102ZDZiff Davis Inc$29,4400.07%772,700CommonNONE
46591M109JOYYJOYY Inc$29,3170.06%500,199CommonSOLE
302520101FNBFNB Corp/PA$29,1930.06%1,812,100CommonSOLE
37940X102GPNGlobal Payments Inc$28,4630.06%342,600CommonSOLE
62955J103NOVNOV Inc$28,4620.06%2,148,100CommonNONE
59001A102MTHMeritage Homes Corp$28,3060.06%390,800CommonNONE
G0772R208NTBBank of NT Butterfield & Son Ltd/The$27,9520.06%651,259CommonSOLE
13057Q305CRCCalifornia Resources Corp$27,7170.06%521,200CommonSOLE
146229109CRICarter's Inc$27,4820.06%973,865CommonSOLE
86722A103SXCSunCoke Energy Inc$27,4430.06%3,363,083CommonSOLE
74319R101PRGPROG Holdings Inc$27,2560.06%842,274CommonSOLE
28035Q102EPCEdgewell Personal Care Co$27,2410.06%1,337,954CommonSOLE
143905107CSVCarriage Services Inc$27,1300.06%609,117CommonSOLE
197236102COLBColumbia Banking System Inc$26,8360.06%1,042,584CommonNONE
50060P106KOPKoppers Holdings Inc$26,7240.06%954,431CommonSOLE
7495271071RGREV Group Inc$26,6570.06%470,398CommonNONE
806037107SCSCScanSource Inc$26,5240.06%602,960CommonSOLE
037833100AAPLApple Inc$26,2660.06%103,153CommonSOLE
736508847PORPortland General Electric Co$26,2130.06%595,747CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$26,1490.06%294,600CommonNONE
647551100NMFCNew Mountain Finance Corp$25,3880.06%2,633,656CommonSOLE
423452101HPHelmerich & Payne Inc$25,3870.06%1,149,262CommonSOLE
78442P106SLMSLM Corp$25,1110.06%907,200CommonNONE
302635206FSKFS KKR Capital Corp$24,1620.05%1,618,365CommonSOLE
06417N103OZKBank OZK$23,9660.05%470,106CommonSOLE
11135E203BNLBroadstone Net Lease Inc$23,9530.05%1,340,400CommonSOLE
458665304TILEInterface Inc$23,8270.05%823,329CommonNONE
525327102LDOSLeidos Holdings Inc$23,5820.05%124,800CommonSOLE
17888H103CIVICivitas Resources Inc$23,5770.05%725,448CommonSOLE
G4412G101HLFHerbalife Ltd$23,1670.05%2,744,931CommonSOLE
G2519Y108BAPCredicorp Ltd$23,0330.05%86,500CommonSOLE
49427F108KRCKilroy Realty Corp$23,0260.05%545,000CommonSOLE
72815L107PLTKPlaytika Holding Corp$22,5190.05%5,789,066CommonSOLE
594918104MSFTMicrosoft Corp$22,4210.05%43,287CommonSOLE
600544100MLKNMillerKnoll Inc$22,3740.05%1,261,199CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$22,2360.05%972,712CommonNONE
369550108GDGeneral Dynamics Corp$21,9160.05%64,270CommonSOLE
320218100THFFFirst Financial Corp$21,8160.05%386,533CommonSOLE
423403104MOMOHello Group Inc$21,8130.05%2,939,819CommonSOLE
397624107GEFGreif Inc$21,7770.05%364,400CommonNONE
154760409CPFCentral Pacific Financial Corp$21,3540.05%703,830CommonSOLE
09739D100BCCBoise Cascade Co$21,2860.05%275,300CommonSOLE
49803T300KRGKite Realty Group Trust$21,1890.05%950,200CommonSOLE
020002101ALLAllstate Corp/The$21,0860.05%98,235CommonNONE
88034P109TMETencent Music Entertainment Group$20,9280.05%896,678CommonSOLE
037598109APOGApogee Enterprises Inc$20,7870.05%477,100CommonSOLE
67098H104OIO-I Glass Inc$20,7840.05%1,602,478CommonSOLE
12653C108CNXCNX Resources Corp$20,3160.04%632,500CommonSOLE
094235108BLMNBloomin' Brands Inc$20,1210.04%2,806,339CommonSOLE
902973304USBUS Bancorp$19,7190.04%408,000CommonSOLE
912932100UNITUniti Group Inc$19,6340.04%3,208,115CommonSOLE
103304101BYDBoyd Gaming Corp$19,6020.04%226,740CommonSOLE
023135106AMZNAmazon.com Inc$19,3180.04%87,979CommonSOLE
16934Q802CIMChimera Investment Corp$19,2700.04%1,457,669CommonSOLE
923451108VBTXVeritex Holdings, Inc.$19,2610.04%574,431CommonNONE
92839U206VCVisteon Corp$18,5180.04%154,500CommonSOLE
360271100FULTFulton Financial Corp$17,6530.04%947,575CommonSOLE
876030107TPRTapestry Inc$17,4500.04%154,128CommonSOLE
315616102FFIVF5 Inc$17,3610.04%53,717CommonNONE
H1467J104CBChubb Ltd$17,2740.04%61,200CommonSOLE
12008R107BLDRBuilders FirstSource Inc$17,2120.04%141,957CommonSOLE
512807306LRCXLam Research Corp$16,9980.04%126,948CommonSOLE
401617105GU9Guess Inc$16,7400.04%1,001,781CommonNONE
02079K107GOOGAlphabet Inc$16,5800.04%68,077CommonSOLE
43940T109HOPEHope Bancorp Inc$16,4910.04%1,531,200CommonSOLE
74965L101RLJRLJ Lodging Trust$16,1950.04%2,249,249CommonNONE
830879102SKYWSkyWest Inc$16,1570.04%160,572CommonSOLE
919794107VLYValley National Bancorp$16,1360.04%1,522,310CommonSOLE
06652K103BKUBankUnited Inc$16,0950.04%421,780CommonSOLE
29275Y102ENSEnerSys$15,9220.04%140,955CommonSOLE
743312100PRGSProgress Software Corp$15,9030.04%362,000CommonNONE
02376R102AALAmerican Airlines Group Inc$15,7680.03%1,402,810CommonSOLE
166764100CVXChevron Corp$15,6830.03%100,991CommonNONE
018581108BFHBread Financial Holdings Inc$15,6550.03%280,700CommonNONE
25179M103DVNDevon Energy Corp$15,6050.03%445,087CommonSOLE
608190104MHKMohawk Industries Inc$15,4060.03%119,500CommonSOLE
218937100CNRCore Natural Resources Inc$15,3410.03%183,766CommonSOLE
04010L103ARCCAres Capital Corp$15,3100.03%750,100CommonSOLE
201723103CMCCommercial Metals Co$15,2190.03%265,700CommonSOLE
256746108DLTRDollar Tree Inc$15,2120.03%161,200CommonNONE
706915105PENGPenguin Solutions Inc$14,9630.03%569,368CommonNONE
741511109PSMTPriceSmart Inc$14,8470.03%122,510CommonNONE
704551100BTUPeabody Energy Corp$14,8340.03%559,339CommonSOLE
466367109JACKJack in the Box Inc$14,8230.03%749,796CommonSOLE
753422104RPDRapid7 Inc$14,7190.03%785,000CommonNONE
46005L101IMXIInternational Money Express Inc$14,5750.03%1,043,319CommonSOLE
422819102HSIHeidrick & Struggles International Inc$14,5130.03%291,602CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$14,4440.03%1,489,052CommonSOLE
38173M102GBDCGolub Capital BDC Inc$14,2570.03%1,041,400CommonNONE
887389104TKRTimken Co/The$14,0250.03%186,548CommonNONE
689648103OTTROtter Tail Corp$13,8590.03%169,072CommonSOLE
724479100PBIPitney Bowes Inc$13,8120.03%1,210,500CommonSOLE
866683105SNCYSun Country Airlines Holdings Inc$13,7020.03%1,160,178CommonSOLE
204149108CTBICommunity Trust Bancorp Inc$13,6560.03%244,080CommonSOLE
453838609IBCPIndependent Bank Corp/MI$13,6480.03%440,613CommonSOLE
587376104MBWMMercantile Bank Corp$13,5130.03%300,286CommonSOLE
500255104KSSKohl's Corp$13,1830.03%857,700CommonSOLE
666807102NOCNorthrop Grumman Corp$13,1000.03%21,500CommonNONE
30034W106EVRGEvergy Inc$12,9230.03%170,000CommonNONE
228368106CCKCrown Holdings Inc$12,9100.03%133,655CommonSOLE
126117100CNACNA Financial Corp$12,7350.03%274,100CommonSOLE
N53745100LYBLyondellBasell Industries NV$12,6380.03%257,700CommonSOLE
57164Y107VACMarriott Vacations Worldwide Corp$12,6220.03%189,632CommonSOLE
68389X105ORCLOracle Corp$12,4210.03%44,164CommonSOLE
402635502GPORGulfport Energy Corp$12,3260.03%68,105CommonSOLE
75902K106RMRegional Management Corp$12,2570.03%314,600CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$12,1280.03%346,600CommonNONE
00773T101ASIXAdvanSix Inc$12,0680.03%622,706CommonSOLE
00081T108ACCOACCO Brands Corp$11,9460.03%2,993,900CommonSOLE
254423106DINDine Brands Global Inc$11,9370.03%482,892CommonSOLE
117043109BCBrunswick Corp/DE$11,8200.03%186,900CommonSOLE
29452E101EQHEquitable Holdings Inc$11,7860.03%232,100CommonSOLE
603158106MTXMinerals Technologies Inc$11,7110.03%188,522CommonNONE
68287N100OSPNOneSpan Inc$11,6370.03%732,332CommonNONE
20848V105CCSIConsensus Cloud Solutions Inc$11,6120.03%395,385CommonSOLE
758075402RWTRedwood Trust Inc$11,4550.03%1,978,325CommonSOLE
67011P100DNOWDNOW Inc$11,3630.03%745,100CommonNONE
Y2065G121DHTDHT Holdings Inc$11,2830.02%944,204CommonSOLE
105368203BDNBrandywine Realty Trust$11,1090.02%2,664,103CommonSOLE
78454L100SMSM Energy Co$11,0940.02%444,300CommonSOLE
577933104MMSMaximus Inc$11,0280.02%120,700CommonNONE
419596101HVTHaverty Furniture Cos Inc$10,9400.02%498,870CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals Inc$10,8820.02%552,400CommonSOLE
708062104PNNTPennantPark Investment Corp$10,7910.02%1,608,160CommonSOLE
440407104HBNCHorizon Bancorp Inc/IN$10,7360.02%670,553CommonSOLE
540424108LLoews Corp$10,3200.02%102,800CommonNONE
37247D106GNWGenworth Financial Inc$10,1200.02%1,137,100CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$10,0810.02%154,600CommonNONE
38246G108GDRXGoodRx Holdings Inc$9,9600.02%2,354,581CommonNONE
22284P105CVLGCovenant Logistics Group Inc$9,7970.02%452,290CommonSOLE
37959E102GLGlobe Life Inc$9,4950.02%66,415CommonSOLE
938824109WAFDWaFd Inc$9,2080.02%304,000CommonSOLE
69047Q102OVVOvintiv Inc$9,1320.02%226,149CommonSOLE
293389102EBFEnnis Inc$9,1200.02%498,906CommonSOLE
700517105PKPark Hotels & Resorts Inc$9,0960.02%820,900CommonNONE
69320M109PCBPCB Bancorp$9,0950.02%433,080CommonSOLE
Y7388L103SBSafe Bulkers Inc$8,9500.02%2,015,790CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$8,8530.02%31,700CommonSOLE
22948Q101CTOCTO Realty Growth Inc$8,7740.02%538,252CommonSOLE
87305R109TTMITTM Technologies, Inc.$8,7320.02%151,600CommonNONE
022671101AMALAmalgamated Financial Corp$8,5350.02%314,358CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$8,5010.02%16,910CommonSOLE
20602D101CNXCConcentrix Corp$8,4710.02%183,551CommonNONE
675234108OCFCOceanFirst Financial Corp$8,4710.02%482,108CommonSOLE
747301109QUADQuad/Graphics Inc$8,4470.02%1,349,314CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$8,3450.02%487,700CommonSOLE
G8192H106SPNTSiriusPoint Ltd$8,3370.02%460,869CommonNONE
723484101PNWPinnacle West Capital Corp$8,3120.02%92,710CommonNONE
07556Q881BZHBeazer Homes USA Inc$8,2600.02%336,451CommonNONE
71742Q106PAHCPhibro Animal Health Corp$8,2420.02%203,700CommonSOLE
133034108CACCamden National Corp$8,1310.02%210,695CommonSOLE
G27907107DOLEDole PLC$8,0830.02%601,400CommonNONE
G21810109CLVTClarivate PLC$8,0720.02%2,107,500CommonNONE
91359V107UVEUniversal Insurance Holdings Inc$7,9190.02%301,102CommonSOLE
224441105CXTCrane NXT Co$7,8920.02%117,670CommonSOLE
457030104IMKTAIngles Markets Inc$7,8860.02%113,364CommonNONE
87161C501SYU1Synovus Financial Corp$7,8140.02%159,211CommonNONE
30161N101EXCExelon Corp$7,8050.02%173,400CommonNONE
23204G100CUBICustomers Bancorp Inc$7,7530.02%118,600CommonSOLE
29089Q105EBSEmergent BioSolutions Inc$7,6250.02%864,500CommonNONE
02913V103APEIAmerican Public Education Inc$7,4440.02%188,600CommonNONE
238337109PLAYDave & Buster's Entertainment Inc$7,4140.02%408,286CommonNONE
984017103XHRXenia Hotels & Resorts Inc$7,3330.02%534,500CommonSOLE
628464109MYEMyers Industries Inc$7,3250.02%432,400CommonSOLE
601137102MRPMillrose Properties Inc$7,2760.02%216,483CommonSOLE
81761L102SVCService Properties Trust$6,9850.02%2,577,557CommonSOLE
488152208KELYAKelly Services Inc$6,9380.02%528,829CommonNONE
320209109FFBCFirst Financial Bancorp$6,9290.02%274,410CommonNONE
M8744T106TBLATaboola.com Ltd$6,7640.01%1,983,558CommonSOLE
4315711089HIHillenbrand Inc$6,6510.01%245,960CommonSOLE
456237106ILPTIndustrial Logistics Properties Trust$6,6220.01%1,135,926CommonSOLE
824889109SCVLShoe Carnival Inc$6,5640.01%315,718CommonNONE
025537101AEPAmerican Electric Power Co Inc$6,4690.01%57,500CommonNONE
309627107FMNBFarmers National Banc Corp$6,3770.01%442,517CommonSOLE
319390100FBIZFirst Business Financial Services Inc$6,3760.01%124,389CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$6,3330.01%103,397CommonSOLE
505743104LADRLadder Capital Corp$6,2770.01%575,300CommonNONE
81211K100SDASealed Air Corp$6,2070.01%175,600CommonSOLE
G0378L100AUAnglogold Ashanti Plc$6,0320.01%85,764CommonNONE
664121100NECBNortheast Community Bancorp Inc$5,9840.01%290,930CommonSOLE
138006309CAJPYCanon Inc$5,9600.01%204,400CommonNONE
438128308HMCHonda Motor Co Ltd$5,9500.01%193,180CommonNONE
45781V101IIPRInnovative Industrial Properties Inc$5,9310.01%110,700CommonSOLE
10922N103BHFBrighthouse Financial Inc$5,8750.01%110,673CommonNONE
297602104ETDEthan Allen Interiors Inc$5,7790.01%196,177CommonSOLE
880779103TEXTerex Corp$5,6530.01%110,200CommonSOLE
55272X607MFAMFA Financial Inc$5,6330.01%612,950CommonNONE
597742105MSBIMidland States Bancorp Inc$5,6060.01%327,089CommonSOLE
084680107BBTBerkshire Hills Bancorp, Inc.$5,5450.01%233,853CommonSOLE
666762109NRIMNorthrim BanCorp Inc$5,5310.01%255,360CommonSOLE
077454106BDCBelden Inc$5,4370.01%45,210CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$5,3850.01%217,500CommonNONE
31620R303FNFFidelity National Financial Inc$5,1960.01%85,900CommonSOLE
37954A303XRNGlobal Medical REIT Inc$5,1950.01%154,099CommonSOLE
G87110105FTITechnipFMC PLC$5,1840.01%131,400CommonSOLE
11135F101AVGOBroadcom Inc$5,1650.01%15,657CommonSOLE
58502B106MDPediatrix Medical Group Inc$5,1220.01%305,800CommonSOLE
191098102COKECoca-Cola Consolidated Inc$5,0960.01%43,500CommonSOLE
68268W103OMFOneMain Holdings Inc$5,0140.01%88,800CommonSOLE
92214X106VREXVarex Imaging Corp$4,9660.01%400,524CommonSOLE
252784301DRHDiamondRock Hospitality Co$4,9540.01%622,325CommonSOLE
92343X100VTYVerint Systems Inc$4,9510.01%244,500CommonSOLE
872280102CGBDCarlyle Secured Lending Inc$4,9180.01%393,450CommonSOLE
404111106HBTHBT Financial Inc$4,8000.01%190,478CommonSOLE
98421M106XRXXerox Holdings Corp$4,7970.01%1,275,875CommonSOLE
78440P306SKMSK Telecom Co Ltd$4,7930.01%221,890CommonSOLE
42250P103DOCHealthpeak Properties Inc$4,7620.01%248,643CommonSOLE
589400100MCYMercury General Corp$4,7220.01%55,700CommonNONE
10482B101BHRBraemar Hotels & Resorts Inc$4,6940.01%1,719,381CommonNONE
926400102VSCOVictoria's Secret & Co$4,6750.01%172,259CommonSOLE
317585404FISIFinancial Institutions Inc$4,5560.01%167,500CommonNONE
088606108BHPBHP Group Ltd$4,4100.01%79,100CommonSOLE
G3265R107APTVAptiv PLC$4,3960.01%50,990CommonSOLE
55939A107MAGNMagnera Corp$4,3920.01%374,750CommonSOLE
14057J101CFFNCapitol Federal Financial Inc$4,3580.01%686,350CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$4,3220.01%253,500CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$4,3000.01%21,400CommonSOLE
910873405UMCUnited Microelectronics Corp$4,2870.01%565,611CommonSOLE
00164V103AMCXAMC Networks Inc$4,2030.01%510,018CommonSOLE
709789101PEBOPeoples Bancorp Inc/OH$4,1720.01%139,116CommonSOLE
88160R101TSLATesla Inc$4,0960.01%9,210CommonSOLE
10948W103AAMIAcadian Asset Management Inc$4,0650.01%84,400CommonSOLE
29082K105EMBCEmbecta Corp$4,0510.01%287,100CommonSOLE
74930B105RBBRBB Bancorp$4,0320.01%214,900CommonSOLE
968223206WLYJohn Wiley & Sons Inc$4,0270.01%99,500CommonNONE
674215207CHRDChord Energy Corp$4,0230.01%40,485CommonSOLE
070830104BBWIBath & Body Works Inc$3,9560.01%153,566CommonNONE
927107409VLGEAVillage Super Market Inc$3,9250.01%105,071CommonSOLE
516544103LNTHLantheus Holdings Inc$3,9190.01%76,400CommonNONE

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.