MondegarAI
LSV ASSET MANAGEMENT

Q4 2025 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2026-02-06 · accession 0001050470-26-000003

$45.9M
Reported value
882
Positions
2025-12-31
Period end
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The Brief · LSV ASSET MANAGEMENT · Q4 2025

AI · grounded in 13F

LSV ASSET MANAGEMENT increased its position in Allstate Corp/The ALL by 542.34%. The fund also accumulated shares of Regeneron Pharmaceuticals Inc REGN and Adobe Inc ADBE by 199.49% and 140.15% respectively. On the sell side, the fund trimmed its holdings in Cardinal Health Inc CAH by 98.36% and Meta Platforms Inc META by 68.94%.

Holdings as filed

First 500 of 882

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc$847,7071.85%2,708,329CommonSOLE
172967424CCitigroup Inc$671,7471.46%5,756,679CommonSOLE
17275R102CSCOCisco Systems Inc$645,3321.41%8,377,670CommonSOLE
747525103QCOMQUALCOMM Inc$592,1361.29%3,461,770CommonSOLE
949746101WMT2Wells Fargo & Co$586,4061.28%6,291,908CommonSOLE
064058100BKBank of New York Mellon Corp/The$573,7931.25%4,942,656CommonSOLE
37045V100GMGeneral Motors Co$573,2221.25%7,048,965CommonSOLE
00206R102TAT&T Inc$556,6251.21%22,408,426CommonSOLE
857477103STTState Street Corp$545,2021.19%4,226,041CommonSOLE
58933Y105MRKMerck & Co Inc$544,6611.19%5,174,433CommonSOLE
375558103GILDGilead Sciences Inc$508,9141.11%4,146,280CommonSOLE
92343V104VZVerizon Communications Inc$491,4051.07%12,064,949CommonSOLE
35137L105FOXAFox Corp$481,5671.05%6,590,489CommonSOLE
278642103EBAYeBay Inc$473,6601.03%5,438,120CommonSOLE
110122108BMYBristol-Myers Squibb Co$466,7311.02%8,652,789CommonSOLE
717081103PFEPfizer Inc$435,8180.95%17,502,714CommonSOLE
501044101KRKroger Co/The$424,7040.93%6,797,438CommonSOLE
416515104HIGHartford Insurance Group Inc/The$422,3340.92%3,064,831CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$417,5130.91%2,455,957CommonSOLE
20030N101CMCSAComcast Corp$412,7370.90%13,808,535CommonSOLE
651639106NEMNewmont Corp$399,0860.87%3,996,851CommonSOLE
478160104JNJJohnson & Johnson$396,6210.86%1,916,508CommonSOLE
45337C102INCYIncyte Corp$388,5370.85%3,933,758CommonSOLE
40412C101HCAHCA Healthcare Inc$385,5640.84%825,867CommonSOLE
174610105CFGCitizens Financial Group Inc$362,3400.79%6,203,383CommonSOLE
126650100CVSCVS Health Corp$360,3460.79%4,540,652CommonSOLE
24703L202DELLDell Technologies Inc$356,6940.78%2,833,600CommonSOLE
883203101TXTTextron Inc$351,7170.77%4,034,842CommonSOLE
060505104BACBank of America Corp$347,0320.76%6,309,666CommonSOLE
026874784AIGAmerican International Group Inc$341,4190.74%3,990,872CommonSOLE
30161Q104EXELExelixis Inc$339,5040.74%7,745,932CommonSOLE
31428X106FDXFedEx Corp$327,2740.71%1,132,985CommonSOLE
26210C104DBXDropbox Inc$326,2510.71%11,735,641CommonSOLE
00724F101ADBEAdobe Inc$319,6250.70%913,240CommonSOLE
745867101PHMPulteGroup Inc$318,8220.70%2,718,929CommonSOLE
87162W100SNXTD SYNNEX Corp$313,4710.68%2,086,604CommonSOLE
02209S103MOAltria Group Inc$299,9390.65%5,201,853CommonSOLE
G02602103DOXAmdocs Ltd$296,1590.65%3,678,532CommonSOLE
552848103MTGMGIC Investment Corp$292,9050.64%10,024,127CommonSOLE
466313103JBLJabil Inc$292,2460.64%1,281,669CommonSOLE
320517105FHNFirst Horizon Corp$290,8550.63%12,169,682CommonSOLE
099724106BWABorgWarner Inc$290,4810.63%6,446,541CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$286,6170.63%326,072CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$285,5740.62%11,888,992CommonSOLE
910047109UALUnited Airlines Holdings Inc$281,2230.61%2,514,959CommonSOLE
60871R209TAPMolson Coors Beverage Co$279,6590.61%5,990,976CommonSOLE
172755100CRUSCirrus Logic Inc$279,2150.61%2,356,245CommonSOLE
038222105AMATApplied Materials Inc$271,5400.59%1,056,616CommonSOLE
231021106CMICummins Inc$266,4700.58%522,030CommonSOLE
30212P303EXPEExpedia Group Inc$262,6580.57%927,105CommonSOLE
783549108RRyder System Inc$252,5130.55%1,319,363CommonSOLE
7591EP100RFRegions Financial Corp$251,6600.55%9,286,352CommonSOLE
30231G102XOMExxon Mobil Corp$251,6210.55%2,090,919CommonSOLE
40434L105HPQHP Inc$250,0850.55%11,224,639CommonSOLE
688239201OSKOshkosh Corp$240,4270.52%1,913,769CommonSOLE
668771108GENGen Digital Inc$237,4670.52%8,733,616CommonSOLE
247361702DALDelta Air Lines Inc$231,2210.50%3,331,717CommonSOLE
989701107ZIONZions Bancorp NA$227,6070.50%3,888,064CommonSOLE
Y2573F102FLEXFlex Ltd$226,1740.49%3,743,369CommonSOLE
345370860FFord Motor Co$225,9260.49%17,220,000CommonSOLE
00090Q103ADTADT Inc$224,6510.49%27,837,737CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$223,6420.49%2,284,394CommonSOLE
001084102AGCOAGCO Corp$221,8070.48%2,126,213CommonSOLE
457187102INGRIngredion Inc$219,7300.48%1,992,837CommonSOLE
70450Y103PYPLPayPal Holdings Inc$219,4960.48%3,759,789CommonSOLE
65336K103NXSTNexstar Media Group Inc$218,6750.48%1,076,953CommonSOLE
56585A102MPCMarathon Petroleum Corp$216,2760.47%1,329,864CommonSOLE
902681105UGIUGI Corp$216,1770.47%5,775,509CommonSOLE
042735100ARWArrow Electronics Inc$216,0370.47%1,960,765CommonSOLE
750236101RDNRadian Group Inc$215,3720.47%5,984,229CommonSOLE
91529Y106UNMUnum Group$206,5840.45%2,665,606CommonSOLE
595112103MUMicron Technology Inc$202,7120.44%710,247CommonSOLE
91913Y100VLOValero Energy Corp$202,5350.44%1,244,150CommonSOLE
052800109ALVAutoliv Inc$199,6070.44%1,681,609CommonSOLE
91307C102UTHRUnited Therapeutics Corp$198,8300.43%408,065CommonSOLE
500754106KHCKraft Heinz Co/The$198,0310.43%8,166,210CommonSOLE
46625H100JPMJPMorgan Chase & Co$197,2380.43%612,122CommonSOLE
013091103ACIAlbertsons Cos Inc$191,1090.42%11,130,407CommonSOLE
87165B103SYFSynchrony Financial$188,6960.41%2,261,729CommonSOLE
370334104GISGeneral Mills Inc$187,5510.41%4,033,350CommonSOLE
651587107NEUNewMarket Corp$184,0730.40%267,836CommonSOLE
57667L107MTCHMatch Group Inc$182,2640.40%5,644,584CommonSOLE
624756102MLIMueller Industries Inc$180,0500.39%1,568,380CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$176,4570.38%9,952,445CommonSOLE
406216101HALHalliburton Co$171,8470.37%6,080,922CommonSOLE
913903100UHSUniversal Health Services Inc$165,0240.36%756,922CommonSOLE
690742101OCOwens Corning$163,7990.36%1,463,671CommonSOLE
576485205MTDRMatador Resources Co$163,0550.36%3,842,011CommonSOLE
403949100DINOHF Sinclair Corp$156,6460.34%3,399,427CommonSOLE
109696104BCOBrink's Co/The$154,6760.34%1,325,075CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$153,6930.34%451,944CommonSOLE
808625107SAICScience Applications International Corp$153,2860.33%1,522,814CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$152,8200.33%3,058,855CommonSOLE
314211103FHIFederated Hermes Inc$150,4970.33%2,890,276CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$149,9740.33%1,806,918CommonNONE
125523100CICigna Group/The$149,1490.33%541,907CommonSOLE
636180101NFGNational Fuel Gas Co$144,0480.31%1,799,250CommonSOLE
693656100PVHPVH Corp$142,5950.31%2,127,646CommonSOLE
21871X109CRBGCorebridge Financial Inc$142,5180.31%4,723,828CommonSOLE
008252108AMGAffiliated Managers Group Inc$136,3620.30%473,021CommonSOLE
053807103AVTAvnet Inc$135,1610.29%2,811,171CommonSOLE
87901J105TGNATEGNA Inc$134,9110.29%6,950,571CommonSOLE
03076C106AMPAmeriprise Financial Inc$133,3810.29%272,018CommonSOLE
55616P104MMacy's Inc$132,4070.29%6,004,835CommonSOLE
858119100STLDSteel Dynamics Inc$131,8050.29%777,838CommonSOLE
74736K101QRVOQorvo Inc$131,4520.29%1,555,461CommonNONE
020002101ALLAllstate Corp/The$131,3440.29%631,005CommonSOLE
G3223R108EGEverest Group Ltd$130,7620.29%385,330CommonSOLE
12621E103CNOCNO Financial Group Inc$130,4610.28%3,071,849CommonSOLE
733174700BPOPPopular Inc$129,9660.28%1,043,733CommonSOLE
91688F104UPWKUpwork Inc$129,5690.28%6,537,275CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$128,5270.28%166,514CommonSOLE
958102105WDCWestern Digital Corp$128,2400.28%744,412CommonSOLE
227046109CROXCrocs Inc$126,0600.27%1,474,037CommonSOLE
680223104ORIOld Republic International Corp$124,2670.27%2,722,762CommonSOLE
577081102MATMattel Inc$121,5480.27%6,126,432CommonSOLE
83088M102SWKSSkyworks Solutions Inc$121,0180.26%1,908,493CommonSOLE
59156R108METMetLife Inc$120,9050.26%1,531,600CommonSOLE
H11356104BGBunge Global SA$119,3080.26%1,339,340CommonSOLE
N20944109CNHCNH Industrial NV$118,7520.26%12,879,811CommonSOLE
70959W103PAGPenske Automotive Group Inc$118,0100.26%745,533CommonSOLE
039483102ADMArcher-Daniels-Midland Co$116,1850.25%2,020,967CommonSOLE
G3922B107GGenpact Ltd$115,4350.25%2,467,612CommonSOLE
889478103TOLToll Brothers Inc$115,4160.25%853,542CommonSOLE
534187109LNCLincoln National Corp$114,5730.25%2,572,936CommonSOLE
894164102TNLTravel Leisure Co$113,7410.25%1,612,657CommonSOLE
031652100AMKRAmkor Technology Inc$111,3360.24%2,820,062CommonSOLE
031162100AMGNAmgen Inc$109,7900.24%335,430CommonSOLE
366505105GTXGarrett Motion Inc$108,6830.24%6,235,408CommonSOLE
05329W102ANAutoNation Inc$108,6340.24%526,125CommonSOLE
256677105DGDollar General Corp$108,0880.24%814,100CommonSOLE
718546104PSXPhillips 66$108,0520.24%837,349CommonSOLE
665859104NTRSNorthern Trust Corp$106,8610.23%782,351CommonNONE
23918K108DVADaVita Inc$106,4260.23%936,768CommonSOLE
134429109CPBCampbell's Company/The$105,2480.23%3,776,404CommonSOLE
92763W103VIPSVipshop Holdings Ltd$105,0750.23%5,939,813CommonSOLE
412822108HOGHarley-Davidson Inc$104,3090.23%5,090,712CommonSOLE
30040W108ESEversource Energy$104,1320.23%1,546,593CommonSOLE
98980F104GTMZoomInfo Technologies Inc$103,5450.23%10,181,382CommonSOLE
03743Q108APAAPA Corp$102,7850.22%4,202,160CommonSOLE
125269100CFCF Industries Holdings Inc$101,8290.22%1,316,639CommonSOLE
205887102CAGConagra Brands Inc$100,8980.22%5,828,865CommonSOLE
98980L101ZNGAZoom Communications Inc$100,7700.22%1,167,807CommonSOLE
15135B101CNCCentene Corp$97,5770.21%2,371,261CommonSOLE
552953101MGMMGM Resorts International$95,9610.21%2,629,800CommonSOLE
46817M107JXNJackson Financial Inc$95,6590.21%896,939CommonSOLE
159864107CRLCharles River Laboratories International Inc$94,9330.21%475,900CommonSOLE
045487105ASBAssociated Banc-Corp$94,3630.21%3,663,163CommonSOLE
92556V106VTRSViatris Inc$94,2290.21%7,568,559CommonSOLE
00108J109ACMRACM Research Inc$93,9120.20%2,380,521CommonSOLE
719405102PLABPhotronics Inc$92,2710.20%2,883,463CommonSOLE
833034101SNASnap-on Inc$91,4690.20%265,434CommonSOLE
959802109WUWestern Union Co/The$90,6210.20%9,733,727CommonSOLE
20825C104COPConocoPhillips$89,7460.20%958,727CommonSOLE
G81276100SIGSignet Jewelers Ltd$89,3320.19%1,077,851CommonSOLE
02005N100ALLYAlly Financial Inc$88,6790.19%1,958,035CommonSOLE
364760108GAPGap Inc/The$88,6450.19%3,462,702CommonSOLE
228368106CCKCrown Holdings Inc$88,3770.19%858,275CommonSOLE
87612E106TGTTarget Corp$87,8780.19%899,005CommonSOLE
Y7542C130STNGScorpio Tankers Inc$87,7060.19%1,725,486CommonSOLE
086516101BBYBest Buy Co Inc$87,5640.19%1,308,288CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$87,5610.19%1,301,055CommonNONE
G3398L118PLGOFidelis Insurance Holdings Ltd$85,6720.19%4,377,732CommonSOLE
539830109LMTLockheed Martin Corp$84,8880.19%175,508CommonSOLE
71880K101PHINPhinia Inc$84,1130.18%1,341,734CommonSOLE
76680R206RNGRingCentral Inc$82,9350.18%2,871,700CommonSOLE
016255101ALGNAlign Technology Inc$82,6260.18%529,142CommonSOLE
29275Y102ENSEnerSys$82,5160.18%562,293CommonSOLE
071813109BAXBaxter International Inc$82,3200.18%4,307,693CommonSOLE
521865204LEALear Corp$81,7950.18%713,741CommonSOLE
985817105YELPYelp Inc$81,5130.18%2,682,238CommonNONE
626717102MURMurphy Oil Corp$80,4310.18%2,573,799CommonSOLE
88076W103TDCTeradata Corp$79,1510.17%2,600,216CommonSOLE
55261F104MTBM&T Bank Corp$78,9600.17%391,900CommonSOLE
277432100EMNEastman Chemical Co$78,5770.17%1,231,029CommonSOLE
871332102SLVMSylvamo Corp$77,5960.17%1,611,540CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$76,0230.17%709,900CommonSOLE
929089100VOYAVoya Financial Inc$74,4500.16%999,460CommonSOLE
126349109CSNCSG Systems International Inc$71,2350.16%928,875CommonSOLE
26875P101EOGEOG Resources Inc$71,0450.15%676,550CommonSOLE
928881101VNTVontier Corp$71,0360.15%1,910,586CommonNONE
29272W109ENREnergizer Holdings Inc$70,6790.15%3,553,474CommonSOLE
832696405SJMJ M Smucker Co/The$69,3380.15%708,900CommonSOLE
00971T101AKAMAkamai Technologies Inc$68,3950.15%783,900CommonNONE
21036P108STZConstellation Brands Inc$68,3150.15%495,180CommonSOLE
835495102SONSonoco Products Co$68,2260.15%1,563,390CommonNONE
26884U109EPREPR Properties$68,1310.15%1,365,358CommonSOLE
035710839NLYAnnaly Capital Management Inc$67,7050.15%3,027,942CommonSOLE
093671105HRBH&R Block Inc$66,8710.15%1,534,451CommonSOLE
398433102GFFGriffon Corp$63,8690.14%867,195CommonSOLE
30303M102METAMeta Platforms Inc$63,6540.14%96,432CommonSOLE
80004C200SNDKSandisk Corp/DE$63,2340.14%266,385CommonSOLE
G36738105FDPFresh Del Monte Produce Inc$62,0490.14%1,741,494CommonSOLE
413197104HRMYHarmony Biosciences Holdings Inc$62,0080.14%1,657,093CommonSOLE
153527205CENTACentral Garden & Pet Co$61,9840.14%2,123,479CommonNONE
78573L106SBRASabra Health Care REIT Inc$61,9340.14%3,270,015CommonSOLE
64115T104NTCTNetScout Systems Inc$61,9140.14%2,288,036CommonNONE
253393102DKSDick's Sporting Goods Inc$61,5900.13%311,110CommonSOLE
829933100SIRISirius XM Holdings Inc$61,4490.13%3,073,200CommonSOLE
047649108ATKRAtkore Inc$60,7480.13%960,450CommonSOLE
64110D104NTAPNetApp Inc$58,3850.13%545,194CommonSOLE
64828T201RITMRithm Capital Corp$57,9870.13%5,319,900CommonSOLE
09062X103BIIBBiogen Inc$55,7560.12%316,815CommonSOLE
505336107LZBLa-Z-Boy Inc$55,0430.12%1,476,882CommonSOLE
G39108108GTESGates Industrial Corp PLC$54,6880.12%2,547,162CommonSOLE
79546E104SBHSally Beauty Holdings Inc$54,0910.12%3,793,195CommonNONE
681936100OHIOmega Healthcare Investors Inc$53,9090.12%1,215,800CommonSOLE
67103X102OFGOFG Bancorp$53,7010.12%1,310,424CommonSOLE
89832Q109TFCTruist Financial Corp$53,6830.12%1,090,900CommonSOLE
48666K109KBHKB Home$53,6720.12%951,454CommonSOLE
68622V106OGNOrganon & Co$53,5770.12%7,472,429CommonSOLE
23355L106DXCDXC Technology Co$52,4650.11%3,581,216CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$52,4290.11%882,200CommonSOLE
000957100ABMABM Industries Inc$52,1640.11%1,233,181CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$51,9070.11%1,163,826CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$51,7780.11%820,700CommonSOLE
N00985106AERAerCap Holdings NV$51,5200.11%358,378CommonSOLE
00737L103CVSAAdtalem Global Education Inc$49,6680.11%480,020CommonSOLE
71363P106PRDOPerdoceo Education Corp$49,3890.11%1,683,894CommonSOLE
69007J304OUTOutfront Media Inc$49,2920.11%2,045,291CommonSOLE
525327102LDOSLeidos Holdings Inc$48,6720.11%269,800CommonSOLE
00676P107ADEAAdeia Inc$48,1290.10%2,790,114CommonSOLE
316773100FITBFifth Third Bancorp$47,4420.10%1,013,500CommonSOLE
87265H109T86Tri Pointe Homes Inc$45,5250.10%1,446,602CommonSOLE
981475106WKCWorld Kinect Corp$45,4260.10%1,938,804CommonSOLE
724479100PBIPitney Bowes Inc$44,3640.10%4,197,189CommonSOLE
76009N100UPBDUpbound Group Inc$44,1680.10%2,515,279CommonSOLE
02376R102AALAmerican Airlines Group Inc$43,5400.09%2,840,186CommonSOLE
689648103OTTROtter Tail Corp$43,3900.09%536,941CommonSOLE
248019101DLXDeluxe Corp$43,1170.09%1,930,885CommonSOLE
G5509L101LIVNLivaNova PLC$42,6470.09%693,110CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$42,3840.09%4,838,364CommonSOLE
398905109GPIGroup 1 Automotive Inc$42,3830.09%107,762CommonSOLE
743312100PRGSProgress Software Corp$42,1780.09%981,800CommonNONE
11120U105BRXBrixmor Property Group Inc$41,9730.09%1,600,800CommonSOLE
63001N106NATLNCR Atleos Corp$41,8450.09%1,097,999CommonSOLE
G0772R208NTBBank of NT Butterfield & Son Ltd/The$41,0480.09%823,925CommonSOLE
29249E109ACTEnact Holdings Inc$40,6970.09%1,026,664CommonSOLE
281020107EIXEdison International$39,9930.09%666,326CommonSOLE
127055101CBTCabot Corp$39,2840.09%592,700CommonSOLE
61945C103MOSMosaic Co/The$38,4910.08%1,597,790CommonSOLE
736508847PORPortland General Electric Co$38,3510.08%799,147CommonNONE
57686G105MATXMatson Inc$38,0310.08%307,822CommonSOLE
410120109HWCHancock Whitney Corp$37,8450.08%594,300CommonSOLE
11135E203BNLBroadstone Net Lease Inc$37,4580.08%2,156,500CommonSOLE
88033G407THCTenet Healthcare Corp$37,3200.08%187,800CommonNONE
393657101GBXGreenbrier Cos Inc/The$36,9110.08%789,711CommonSOLE
62955J103NOVNOV Inc$36,6350.08%2,343,910CommonNONE
410495204HAFCHanmi Financial Corp$36,5280.08%1,351,375CommonSOLE
46591M109JOYYJOYY Inc$36,1370.08%558,011CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$35,8370.08%1,237,469CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$35,6240.08%602,980CommonSOLE
744320102PRUPrudential Financial Inc$35,5540.08%314,970CommonNONE
G4412G101HLFHerbalife Ltd$34,9500.08%2,711,394CommonSOLE
024013104AATAmerican Assets Trust Inc$34,9290.08%1,845,156CommonSOLE
37940X102GPNGlobal Payments Inc$34,6830.08%448,100CommonSOLE
054540208ACLSAxcelis Technologies Inc$34,5060.08%429,500CommonSOLE
69121K104OBDCBlue Owl Capital Corp$34,4430.08%2,770,947CommonSOLE
74319R101PRGPROG Holdings Inc$34,2050.07%1,159,874CommonSOLE
806037107SCSCScanSource Inc$33,1180.07%847,863CommonSOLE
319383204BUSEFirst Busey Corp$32,9410.07%1,384,661CommonSOLE
56418H100MANManpowerGroup Inc$32,9150.07%1,107,139CommonSOLE
759351604RGAReinsurance Group of America Inc$32,7900.07%161,160CommonSOLE
67066G104NVDANVIDIA Corp$32,6380.07%175,004CommonSOLE
03937C105ARCBArcBest Corp$32,5800.07%439,149CommonSOLE
27579R104EWBCEast West Bancorp Inc$32,4000.07%288,280CommonSOLE
963320106WHRWhirlpool Corp$32,3150.07%447,951CommonSOLE
720190206PDMPiedmont Realty Trust Inc$32,2420.07%3,865,954CommonSOLE
48123V102ZDZiff Davis Inc$31,9060.07%907,721CommonNONE
G3198U102ESNTEssent Group Ltd$31,8020.07%489,190CommonSOLE
149150104CATYCathay General Bancorp$31,4000.07%648,900CommonNONE
03784Y200APLEApple Hospitality REIT Inc$30,9850.07%2,614,753CommonSOLE
431284108HIWHighwoods Properties Inc$30,6510.07%1,187,100CommonSOLE
302520101FNBFNB Corp/PA$30,5750.07%1,788,000CommonSOLE
825690100SSTKShutterstock Inc$30,5420.07%1,599,036CommonSOLE
103304101BYDBoyd Gaming Corp$29,9930.07%351,870CommonNONE
25179M103DVNDevon Energy Corp$29,2890.06%799,587CommonSOLE
222795502CUZCousins Properties Inc$29,0950.06%1,128,604CommonSOLE
369550108GDGeneral Dynamics Corp$28,9760.06%86,070CommonSOLE
G38644103GCTGigaCloud Technology Inc$28,9340.06%736,600CommonSOLE
388689101GPKGraphic Packaging Holding Co$28,7940.06%1,911,932CommonSOLE
318672706FBPFirst BanCorp/Puerto Rico$28,6380.06%1,381,500CommonSOLE
197236102COLBColumbia Banking System Inc$28,5310.06%1,020,784CommonNONE
037833100AAPLApple Inc$28,0430.06%103,153CommonSOLE
647551100NMFCNew Mountain Finance Corp$27,5080.06%2,986,718CommonSOLE
146229109CRICarter's Inc$27,1390.06%836,837CommonNONE
36467J108GLPIGaming and Leisure Properties Inc$26,7380.06%598,300CommonSOLE
67098H104OIO-I Glass Inc$26,5950.06%1,801,844CommonSOLE
902973304USBUS Bancorp$26,1840.06%490,700CommonSOLE
50060P106KOPKoppers Holdings Inc$25,5970.06%945,231CommonSOLE
600544100MLKNMillerKnoll Inc$24,9240.05%1,363,446CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$24,6520.05%282,000CommonNONE
95082P105WCCWESCO International Inc$24,6110.05%100,600CommonNONE
G2519Y108BAPCredicorp Ltd$24,5000.05%85,366CommonSOLE
320218100THFFFirst Financial Corp$24,2930.05%402,061CommonSOLE
86722A103SXCSunCoke Energy Inc$24,2140.05%3,363,083CommonSOLE
78442P106SLMSLM Corp$24,1130.05%891,100CommonNONE
143905107CSVCarriage Services Inc$23,9600.05%566,427CommonSOLE
59001A102MTHMeritage Homes Corp$23,8100.05%361,857CommonNONE
302635206FSKFS KKR Capital Corp$23,6930.05%1,599,765CommonSOLE
023135106AMZNAmazon.com Inc$23,5900.05%102,200CommonSOLE
458665304TILEInterface Inc$23,5540.05%843,629CommonSOLE
201723103CMCCommercial Metals Co$23,5350.05%340,000CommonSOLE
423403104MOMOHello Group Inc$23,3570.05%3,565,971CommonSOLE
766559702RIGLRigel Pharmaceuticals Inc$23,3120.05%544,282CommonSOLE
28035Q102EPCEdgewell Personal Care Co$22,9070.05%1,343,498CommonSOLE
13057Q305CRCCalifornia Resources Corp$22,7610.05%509,091CommonSOLE
018581108BFHBread Financial Holdings Inc$22,7210.05%306,911CommonNONE
49803T300KRGKite Realty Group Trust$22,6280.05%944,000CommonSOLE
72815L107PLTKPlaytika Holding Corp$22,1440.05%5,605,975CommonSOLE
253651202DBDDiebold Nixdorf Inc$22,1270.05%325,917CommonNONE
49427F108KRCKilroy Realty Corp$21,8800.05%585,500CommonSOLE
06417N103OZKBank OZK$21,5830.05%469,000CommonSOLE
594918104MSFTMicrosoft Corp$20,9340.05%43,287CommonSOLE
02079K107GOOGAlphabet Inc$20,8360.05%66,400CommonSOLE
63938C108NAVINavient Corp$20,3370.04%1,564,401CommonSOLE
876030107TPRTapestry Inc$19,6420.04%153,728CommonSOLE
154760409CPFCentral Pacific Financial Corp$19,3980.04%622,530CommonNONE
H1467J104CBChubb Ltd$19,3200.04%61,900CommonSOLE
512807306LRCXLam Research Corp$19,0870.04%111,504CommonSOLE
801056102SANMSanmina Corp$19,0440.04%126,900CommonSOLE
706915105PENGPenguin Solutions Inc$18,5460.04%948,170CommonSOLE
912932100UNITUniti Group Inc$18,0220.04%2,570,892CommonSOLE
360271100FULTFulton Financial Corp$17,9900.04%930,675CommonSOLE
919794107VLYValley National Bancorp$17,7620.04%1,520,700CommonSOLE
500255104KSSKohl's Corp$17,5020.04%857,510CommonSOLE
037598109APOGApogee Enterprises Inc$17,3190.04%475,653CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$17,1850.04%791,212CommonNONE
094235108BLMNBloomin' Brands Inc$16,8720.04%2,734,539CommonSOLE
92839U206VCVisteon Corp$16,8040.04%176,700CommonSOLE
011659109ALKAlaska Air Group Inc$16,6950.04%331,899CommonNONE
866683105SNCYSun Country Airlines Holdings Inc$16,5520.04%1,150,278CommonSOLE
704551100BTUPeabody Energy Corp$16,4630.04%554,300CommonSOLE
74965L101RLJRLJ Lodging Trust$16,4600.04%2,209,449CommonNONE
036752103ELVElevance Health Inc$16,3580.04%46,664CommonSOLE
43940T109HOPEHope Bancorp Inc$16,2930.04%1,486,600CommonSOLE
830879102SKYWSkyWest Inc$16,1230.04%160,572CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$16,1080.04%347,900CommonNONE
16934Q802CIMChimera Investment Corp$16,0140.03%1,288,318CommonSOLE
7495271071RGREV Group Inc$15,9470.03%262,238CommonNONE
204149108CTBICommunity Trust Bancorp Inc$15,8410.03%280,380CommonSOLE
20848V105CCSIConsensus Cloud Solutions Inc$15,6360.03%716,585CommonSOLE
46005L101IMXIInternational Money Express Inc$15,4340.03%1,004,819CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$15,2390.03%1,456,852CommonSOLE
254423106DINDine Brands Global Inc$15,2080.03%473,192CommonSOLE
218937100CNRCore Natural Resources Inc$15,0700.03%170,261CommonSOLE
984017103XHRXenia Hotels & Resorts Inc$15,0680.03%1,065,627CommonSOLE
753422104RPDRapid7 Inc$14,9320.03%982,397CommonNONE
92214X106VREXVarex Imaging Corp$14,4960.03%1,244,329CommonSOLE
587376104MBWMMercantile Bank Corp$14,1940.03%295,086CommonSOLE
577933104MMSMaximus Inc$14,1220.03%163,600CommonNONE
38173M102GBDCGolub Capital BDC Inc$13,9640.03%1,029,000CommonNONE
06652K103BKUBankUnited Inc$13,8970.03%311,808CommonNONE
674215207CHRDChord Energy Corp$13,8480.03%149,385CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$13,7470.03%521,300CommonSOLE
466367109JACKJack in the Box Inc$13,5400.03%714,536CommonSOLE
117043109BCBrunswick Corp/DE$13,4820.03%181,600CommonSOLE
453838609IBCPIndependent Bank Corp/MI$13,2720.03%407,993CommonSOLE
75902K106RMRegional Management Corp$13,1300.03%338,832CommonSOLE
603158106MTXMinerals Technologies Inc$12,8920.03%211,522CommonNONE
608190104MHKMohawk Industries Inc$12,7990.03%117,100CommonSOLE
982104101WSWorthington Steel Inc$12,6600.03%365,672CommonSOLE
126117100CNACNA Financial Corp$12,6560.03%265,100CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals Inc$12,6010.03%539,900CommonSOLE
626755102MUSAMurphy USA Inc$12,0730.03%29,920CommonNONE
723484101PNWPinnacle West Capital Corp$12,0370.03%135,710CommonNONE
M8744T106TBLATaboola.com Ltd$12,0250.03%2,608,389CommonSOLE
292218104EIGEmployers Holdings Inc$11,8620.03%274,774CommonNONE
57164Y107VACMarriott Vacations Worldwide Corp$11,8070.03%204,657CommonNONE
17888H103CIVICivitas Resources Inc$11,4250.02%421,745CommonNONE
419596101HVTHaverty Furniture Cos Inc$11,4040.02%488,170CommonSOLE
Y2065G121DHTDHT Holdings Inc$11,2810.02%923,904CommonSOLE
29089Q105EBSEmergent BioSolutions Inc$11,1360.02%901,000CommonNONE
00081T108ACCOACCO Brands Corp$11,0080.02%2,951,100CommonSOLE
04010L103ARCCAres Capital Corp$11,0070.02%544,100CommonSOLE
315616102FFIVF5 Inc$10,8440.02%42,484CommonNONE
20602D101CNXCConcentrix Corp$10,6960.02%257,251CommonNONE
981811102WORWorthington Enterprises Inc$10,6840.02%207,182CommonSOLE
29452E101EQHEquitable Holdings Inc$10,5930.02%222,300CommonSOLE
G27907107DOLEDole PLC$10,5360.02%702,900CommonSOLE
05156V102AUPHAurinia Pharmaceuticals Inc$10,4770.02%656,847CommonSOLE
G4766E116INDVIndivior Ltd$10,4460.02%291,134CommonNONE
254687106DISWalt Disney Co/The$10,4440.02%91,800CommonSOLE
758075402RWTRedwood Trust Inc$10,2930.02%1,861,261CommonSOLE
30034W106EVRGEvergy Inc$10,1630.02%140,200CommonNONE
022671101AMALAmalgamated Financial Corp$10,0690.02%314,358CommonSOLE
22284P105CVLGCovenant Logistics Group Inc$9,9970.02%453,604CommonSOLE
887389104TKRTimken Co/The$9,9780.02%118,600CommonNONE
397624107GEFGreif Inc$9,9450.02%146,900CommonNONE
58502B106MDPediatrix Medical Group Inc$9,8860.02%462,200CommonSOLE
423452101HPHelmerich & Payne Inc$9,8740.02%344,280CommonSOLE
00773T101ASIXAdvanSix Inc$9,8520.02%569,479CommonSOLE
N53745100LYBLyondellBasell Industries NV$9,7900.02%226,100CommonSOLE
37247D106GNWGenworth Financial Inc$9,7320.02%1,077,700CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$9,6330.02%31,700CommonSOLE
938824109WAFDWaFd Inc$9,5190.02%297,200CommonSOLE
540424108LLoews Corp$9,4880.02%90,100CommonNONE
Y7388L103SBSafe Bulkers Inc$9,4660.02%1,963,990CommonSOLE
120076104BBWBuild-A-Bear Workshop Inc$9,4110.02%153,600CommonNONE
708062104PNNTPennantPark Investment Corp$9,3810.02%1,574,060CommonSOLE
87357P100TCMDTactile Systems Technology Inc$9,3670.02%323,004CommonSOLE
402635502GPORGulfport Energy Corp$9,3000.02%44,713CommonNONE
69320M109PCBPCB Bancorp$9,2960.02%429,380CommonSOLE
09739D100BCCBoise Cascade Co$9,1120.02%123,800CommonSOLE
675234108OCFCOceanFirst Financial Corp$9,0950.02%506,708CommonSOLE
926400102VSCOVictoria's Secret & Co$9,0950.02%167,900CommonSOLE
68287N100OSPNOneSpan Inc$9,0350.02%703,632CommonNONE
293389102EBFEnnis Inc$8,9870.02%499,006CommonSOLE
667746101NWPXNWPX Infrastructure Inc$8,9710.02%143,558CommonSOLE
133034108CACCamden National Corp$8,9660.02%206,695CommonSOLE
69047Q102OVVOvintiv Inc$8,8630.02%226,149CommonSOLE
G21810109CLVTClarivate PLC$8,8440.02%2,647,900CommonNONE
880779103TEXTerex Corp$8,7490.02%163,900CommonSOLE
700517105PKPark Hotels & Resorts Inc$8,5870.02%820,900CommonNONE
91359V107UVEUniversal Insurance Holdings Inc$8,5620.02%253,300CommonSOLE
628464109MYEMyers Industries Inc$8,5130.02%454,740CommonSOLE
747301109QUADQuad/Graphics Inc$8,4830.02%1,353,001CommonSOLE
05379B107AVAAvista Corp$8,4520.02%219,298CommonSOLE
37959E102GLGlobe Life Inc$8,3100.02%59,415CommonSOLE
695127100PCRXPacira BioSciences Inc$8,2760.02%319,800CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$8,0570.02%130,884CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$7,9420.02%15,800CommonSOLE
22948Q101CTOCTO Realty Growth Inc$7,8740.02%427,702CommonSOLE
78454L100SMSM Energy Co$7,7770.02%415,900CommonSOLE
879369106TFXTeleflex Inc$7,7620.02%63,600CommonNONE
457030104IMKTAIngles Markets Inc$7,7030.02%112,364CommonNONE
38246G108GDRXGoodRx Holdings Inc$7,6580.02%2,825,900CommonNONE
319390100FBIZFirst Business Financial Services Inc$7,2830.02%134,127CommonSOLE
601137102MRPMillrose Properties Inc$7,2310.02%242,083CommonSOLE
67011P100DNOWDNOW Inc$7,0390.02%531,260CommonNONE
10922N103BHFBrighthouse Financial Inc$6,9050.02%106,573CommonNONE
320209109FFBCFirst Financial Bancorp$6,8660.01%274,410CommonNONE
30161N101EXCExelon Corp$6,8440.01%157,000CommonNONE
440407104HBNCHorizon Bancorp Inc/IN$6,8050.01%401,259CommonSOLE
07556Q881BZHBeazer Homes USA Inc$6,7210.01%331,551CommonNONE
71742Q106PAHCPhibro Animal Health Corp$6,7140.01%179,700CommonSOLE
74164F103PRIMPrimoris Services Corp$6,6660.01%53,700CommonNONE
025537101AEPAmerican Electric Power Co Inc$6,5720.01%56,990CommonNONE
666762109NRIMNorthrim BanCorp Inc$6,5720.01%246,960CommonSOLE
29082K105EMBCEmbecta Corp$6,5650.01%552,582CommonSOLE
456237106ILPTIndustrial Logistics Properties Trust$6,5130.01%1,175,557CommonSOLE
459200101IBMInternational Business Machines Corp$6,5110.01%21,980CommonNONE
238337109PLAYDave & Buster's Entertainment Inc$6,4920.01%400,486CommonNONE
664121100NECBNortheast Community Bancorp Inc$6,4720.01%286,230CommonSOLE
374297109GTYGetty Realty Corp$6,3930.01%233,563CommonSOLE
285512109EAElectronic Arts Inc$6,3660.01%31,155CommonSOLE
597742105MSBIMidland States Bancorp Inc$6,2680.01%296,089CommonSOLE
12653C108CNXCNX Resources Corp$6,1410.01%167,000CommonSOLE
011642105ALRMAlarm.com Holdings Inc$6,0920.01%119,400CommonNONE
505743104LADRLadder Capital Corp$6,0740.01%552,700CommonNONE
138006309CAJPYCanon Inc$6,0400.01%204,400CommonNONE
81211K100SDASealed Air Corp$6,0320.01%145,600CommonSOLE
256746108DLTRDollar Tree Inc$6,0150.01%48,900CommonSOLE
23204G100CUBICustomers Bancorp Inc$5,9960.01%82,000CommonSOLE
200340107CMAComerica Inc$5,9720.01%68,700CommonNONE
00183L201ANGIAngi Inc$5,8560.01%452,925CommonSOLE
G87110105FTITechnipFMC PLC$5,8550.01%131,400CommonSOLE
69888T207PARRPar Pacific Holdings Inc$5,8010.01%165,091CommonSOLE
G8192H106SPNTSiriusPoint Ltd$5,6470.01%257,969CommonNONE
438128308HMCHonda Motor Co Ltd$5,6210.01%190,680CommonNONE
53815P108RAMPLiveRamp Holdings Inc$5,6180.01%191,300CommonNONE
55272X607MFAMFA Financial Inc$5,5810.01%599,475CommonNONE
252784301DRHDiamondRock Hospitality Co$5,5760.01%622,325CommonSOLE
077454106BDCBelden Inc$5,5530.01%47,643CommonSOLE
105368203BDNBrandywine Realty Trust$5,4970.01%1,882,515CommonSOLE
910873405UMCUnited Microelectronics Corp$5,4560.01%694,211CommonSOLE
11135F101AVGOBroadcom Inc$5,4190.01%15,657CommonSOLE
224441105CXTCrane NXT Co$5,3930.01%114,570CommonSOLE
68268W103OMFOneMain Holdings Inc$5,3900.01%79,800CommonSOLE
589400100MCYMercury General Corp$5,2390.01%55,700CommonNONE
317585404FISIFinancial Institutions Inc$5,2210.01%167,500CommonNONE
37954A303XRNGlobal Medical REIT Inc$5,1990.01%154,099CommonSOLE
45781V101IIPRInnovative Industrial Properties Inc$5,1760.01%109,300CommonSOLE
500643200KFYKorn Ferry$5,1210.01%77,561CommonNONE
516544103LNTHLantheus Holdings Inc$5,0840.01%76,400CommonNONE
55939A107MAGNMagnera Corp$5,0730.01%335,058CommonSOLE
55306N104MKSIMKS Inc$5,0320.01%31,492CommonNONE
10482B101BHRBraemar Hotels & Resorts Inc$4,9350.01%1,719,381CommonNONE
87161C501SYU1Synovus Financial Corp$4,9200.01%98,300CommonNONE
309627107FMNBFarmers National Banc Corp$4,8910.01%367,217CommonSOLE
00164V103AMCXAMC Networks Inc$4,7140.01%495,118CommonSOLE
M6158M104ITRNIturan Location and Control Ltd$4,6980.01%109,238CommonSOLE
F21107101CSTMConstellium SE$4,6900.01%248,800CommonSOLE
14057J101CFFNCapitol Federal Financial Inc$4,6740.01%686,350CommonSOLE
488152208KELYAKelly Services Inc$4,6540.01%528,829CommonNONE
410867105THGHanover Insurance Group Inc/The$4,6240.01%25,300CommonNONE
872280102CGBDCarlyle Secured Lending Inc$4,5810.01%366,750CommonNONE
824889109SCVLShoe Carnival Inc$4,5110.01%267,218CommonNONE
693475105PNCPNC Financial Services Group Inc/The$4,4670.01%21,400CommonSOLE
G3265R107APTVAptiv PLC$4,4430.01%58,390CommonSOLE
737446104POSTPost Holdings Inc$4,4130.01%44,550CommonNONE
404111106HBTHBT Financial Inc$4,3990.01%170,178CommonSOLE
78440P306SKMSK Telecom Co Ltd$4,3440.01%211,586CommonSOLE
L6388F110TIGOMillicom International Cellular SA$4,3340.01%78,180CommonSOLE
617446448MSMorgan Stanley$4,3010.01%24,227CommonSOLE
774515100RCKYRocky Brands Inc$4,2930.01%146,365CommonSOLE
88160R101TSLATesla Inc$4,1420.01%9,210CommonSOLE
709789101PEBOPeoples Bancorp Inc/OH$4,1030.01%136,616CommonSOLE
74930B105RBBRBB Bancorp$4,1030.01%198,800CommonSOLE
88034P109TMETencent Music Entertainment Group$4,0160.01%229,094CommonSOLE

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.