MondegarAI
LSV ASSET MANAGEMENT

Q1 2026 · 13F-HR

LSV ASSET MANAGEMENTholdings as filed

Filed 2026-05-11 · accession 0001050470-26-000004

$46.4M
Reported value
883
Positions
2026-03-31
Period end
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The Brief · LSV ASSET MANAGEMENT · Q1 2026

AI · grounded in 13F

LSV ASSET MANAGEMENT significantly increased its stake in CRM by 102,725%. The fund also accumulated shares of DIS and ALL, while establishing a new position in GEHC worth $129,275. On the sell side, the fund trimmed its holdings in JBL by 58.22% and JNJ by 46.86%. It fully exited positions in TGNA and BG.

Holdings as filed

First 500 of 883

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc$768,3511.66%2,671,968CommonSOLE
00206R102TAT&T Inc$643,8391.39%22,209,020CommonSOLE
172967424CCitigroup Inc$638,1451.38%5,626,886CommonSOLE
17275R102CSCOCisco Systems Inc$624,4731.35%8,048,373CommonSOLE
58933Y105MRKMerck & Co Inc$612,1211.32%5,088,709CommonSOLE
92343V104VZVerizon Communications Inc$609,1301.31%12,134,056CommonSOLE
110122108BMYBristol-Myers Squibb Co$537,0781.16%8,855,362CommonSOLE
857477103STTState Street Corp$517,1051.11%4,085,846CommonSOLE
37045V100GMGeneral Motors Co$509,3571.10%6,837,010CommonSOLE
064058100BKBank of New York Mellon Corp/The$506,0371.09%4,265,676CommonSOLE
949746101WMT2Wells Fargo & Co$489,5031.05%6,148,764CommonSOLE
747525103QCOMQUALCOMM Inc$487,4421.05%3,785,074CommonSOLE
717081103PFEPfizer Inc$485,5231.05%17,290,693CommonSOLE
501044101KRKroger Co/The$479,9171.03%6,632,349CommonSOLE
278642103EBAYeBay Inc$471,4571.02%5,179,705CommonSOLE
24703L202DELLDell Technologies Inc$463,0591.00%2,821,292CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$451,2320.97%2,386,840CommonSOLE
651639106NEMNewmont Corp$414,2990.89%3,827,239CommonSOLE
375558103GILDGilead Sciences Inc$403,1310.87%2,892,522CommonSOLE
416515104HIGHartford Insurance Group Inc/The$402,7290.87%2,978,107CommonSOLE
20030N101CMCSAComcast Corp$395,3070.85%13,768,980CommonSOLE
02209S103MOAltria Group Inc$394,9330.85%5,984,735CommonSOLE
31428X106FDXFedEx Corp$393,7090.85%1,105,365CommonSOLE
40412C101HCAHCA Healthcare Inc$387,3120.83%818,427CommonSOLE
35137L105FOXAFox Corp$375,0100.81%6,421,400CommonSOLE
45337C102INCYIncyte Corp$368,9560.80%3,920,056CommonSOLE
174610105CFGCitizens Financial Group Inc$363,4280.78%6,060,165CommonSOLE
87162W100SNXTD SYNNEX Corp$360,5470.78%2,137,083CommonSOLE
883203101TXTTextron Inc$356,6520.77%4,073,227CommonSOLE
099724106BWABorgWarner Inc$350,0780.75%6,451,864CommonSOLE
172755100CRUSCirrus Logic Inc$334,4690.72%2,312,744CommonSOLE
30161Q104EXELExelixis Inc$332,2140.72%7,745,715CommonSOLE
30231G102XOMExxon Mobil Corp$329,0170.71%1,939,270CommonSOLE
126650100CVSCVS Health Corp$323,4410.70%4,503,497CommonSOLE
026874784AIGAmerican International Group Inc$313,9650.68%4,172,293CommonSOLE
56585A102MPCMarathon Petroleum Corp$312,9980.67%1,281,834CommonSOLE
745867101PHMPulteGroup Inc$312,3340.67%2,655,679CommonSOLE
060505104BACBank of America Corp$298,1320.64%6,115,518CommonSOLE
254687106DISWalt Disney Co/The$297,9400.64%3,091,308CommonSOLE
91913Y100VLOValero Energy Corp$296,8340.64%1,201,370CommonSOLE
688239201OSKOshkosh Corp$292,7490.63%1,988,650CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$281,4600.61%11,821,086CommonSOLE
020002101ALLAllstate Corp/The$280,1940.60%1,351,375CommonSOLE
042735100ARWArrow Electronics Inc$275,6350.59%1,922,005CommonSOLE
320517105FHNFirst Horizon Corp$274,4910.59%12,060,244CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$268,4110.58%317,274CommonSOLE
26210C104DBXDropbox Inc$265,4280.57%11,682,581CommonSOLE
30212P303EXPEExpedia Group Inc$264,1080.57%1,143,870CommonSOLE
G02602103DOXAmdocs Ltd$261,2640.56%4,003,437CommonSOLE
552848103MTGMGIC Investment Corp$259,8500.56%9,899,033CommonSOLE
783549108RRyder System Inc$259,1080.56%1,265,731CommonSOLE
60871R209TAPMolson Coors Beverage Co$254,9620.55%5,921,078CommonSOLE
406216101HALHalliburton Co$251,7520.54%6,456,826CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$249,4020.54%2,130,551CommonSOLE
478160104JNJJohnson & Johnson$248,9280.54%1,018,362CommonSOLE
576485205MTDRMatador Resources Co$243,1120.52%3,847,931CommonSOLE
00724F101ADBEAdobe Inc$242,9440.52%999,442CommonSOLE
457187102INGRIngredion Inc$240,6570.52%2,136,132CommonSOLE
910047109UALUnited Airlines Holdings Inc$237,6540.51%2,581,229CommonSOLE
91307C102UTHRUnited Therapeutics Corp$236,4000.51%398,665CommonSOLE
7591EP100RFRegions Financial Corp$235,7400.51%9,025,259CommonSOLE
038222105AMATApplied Materials Inc$232,7850.50%681,076CommonSOLE
79466L302CRMSalesforce Inc$230,3320.50%1,233,900CommonSOLE
403949100DINOHF Sinclair Corp$228,3570.49%3,660,150CommonSOLE
902681105UGIUGI Corp$225,7690.49%6,199,039CommonSOLE
989701107ZIONZions Bancorp NA$225,3100.49%3,910,279CommonSOLE
001084102AGCOAGCO Corp$218,9630.47%1,889,732CommonSOLE
231021106CMICummins Inc$218,2960.47%405,740CommonSOLE
247361702DALDelta Air Lines Inc$218,1200.47%3,280,985CommonSOLE
40434L105HPQHP Inc$213,3860.46%11,108,047CommonSOLE
636180101NFGNational Fuel Gas Co$209,6180.45%2,230,928CommonSOLE
595112103MUMicron Technology Inc$205,8680.44%609,365CommonSOLE
750236101RDNRadian Group Inc$203,4440.44%6,150,067CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$197,9450.43%10,331,152CommonSOLE
345370860FFord Motor Co$197,8080.43%17,141,100CommonSOLE
00090Q103ADTADT Inc$195,6840.42%29,784,400CommonSOLE
013091103ACIAlbertsons Cos Inc$190,6180.41%11,186,507CommonSOLE
125269100CFCF Industries Holdings Inc$189,4350.41%1,458,988CommonSOLE
91529Y106UNMUnum Group$188,6420.41%2,583,072CommonSOLE
57667L107MTCHMatch Group Inc$188,2090.41%6,128,589CommonSOLE
03743Q108APAAPA Corp$183,8620.40%4,332,270CommonSOLE
65336K103NXSTNexstar Media Group Inc$182,3340.39%1,008,316CommonSOLE
052800109ALVAutoliv Inc$178,2550.38%1,695,080CommonSOLE
500754106KHCKraft Heinz Co/The$177,7850.38%7,905,060CommonSOLE
053807103AVTAvnet Inc$176,3450.38%2,861,813CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$172,1640.37%3,049,855CommonSOLE
70450Y103PYPLPayPal Holdings Inc$171,9490.37%3,801,655CommonSOLE
46625H100JPMJPMorgan Chase & Co$171,2580.37%582,192CommonSOLE
651587107NEUNewMarket Corp$170,7410.37%266,387CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$167,4460.36%440,764CommonSOLE
668771108GENGen Digital Inc$167,4210.36%8,891,175CommonSOLE
314211103FHIFederated Hermes Inc$163,4510.35%2,882,229CommonSOLE
624756102MLIMueller Industries Inc$161,7990.35%1,460,283CommonSOLE
690742101OCOwens Corning$157,9820.34%1,459,821CommonSOLE
370334104GISGeneral Mills Inc$157,4360.34%4,229,870CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$151,6530.33%196,279CommonSOLE
87165B103SYFSynchrony Financial$150,3850.32%2,210,898CommonSOLE
808625107SAICScience Applications International Corp$149,6200.32%1,576,273CommonSOLE
693656100PVHPVH Corp$149,3590.32%2,141,041CommonSOLE
733174700BPOPPopular Inc$146,5460.32%1,092,238CommonSOLE
718546104PSXPhillips 66$144,0310.31%790,599CommonSOLE
125523100CICigna Group/The$143,1750.31%536,737CommonSOLE
23918K108DVADaVita Inc$143,0940.31%931,058CommonSOLE
466313103JBLJabil Inc$142,2490.31%535,515CommonSOLE
109696104BCOBrink's Co/The$139,1560.30%1,342,816CommonSOLE
913903100UHSUniversal Health Services Inc$137,9490.30%770,792CommonSOLE
03076C106AMPAmeriprise Financial Inc$133,9680.29%301,458CommonSOLE
227046109CROXCrocs Inc$133,8200.29%1,611,900CommonSOLE
Y2573F102FLEXFlex Ltd$132,5890.29%2,025,500CommonSOLE
031162100AMGNAmgen Inc$131,9680.28%375,070CommonSOLE
008252108AMGAffiliated Managers Group Inc$131,9340.28%476,811CommonSOLE
366505105GTXGarrett Motion Inc$131,8290.28%7,255,309CommonSOLE
228368106CCKCrown Holdings Inc$131,5380.28%1,312,097CommonSOLE
12621E103CNOCNO Financial Group Inc$129,5460.28%3,155,032CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$129,2750.28%1,816,170CommonSOLE
858119100STLDSteel Dynamics Inc$128,6620.28%714,790CommonSOLE
74736K101QRVOQorvo Inc$127,7280.28%1,650,228CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$127,1530.27%2,072,590CommonNONE
Y7542C130STNGScorpio Tankers Inc$127,0760.27%1,702,057CommonSOLE
G3223R108EGEverest Group Ltd$126,3730.27%386,640CommonSOLE
039483102ADMArcher-Daniels-Midland Co$125,3630.27%1,724,632CommonSOLE
G3922B107GGenpact Ltd$125,0990.27%3,358,372CommonSOLE
N20944109CNHCNH Industrial NV$125,0880.27%11,371,611CommonSOLE
29275Y102ENSEnerSys$124,9310.27%719,149CommonSOLE
20825C104COPConocoPhillips$122,9350.26%931,326CommonSOLE
76680R206RNGRingCentral Inc$120,9570.26%3,252,400CommonSOLE
55616P104MMacy's Inc$118,8940.26%6,572,367CommonSOLE
719405102PLABPhotronics Inc$116,4830.25%2,882,518CommonSOLE
80004C200SNDKSandisk Corp/DE$114,4070.25%180,072CommonSOLE
894164102TNLTravel Leisure Co$113,3980.24%1,638,937CommonSOLE
835495102SONSonoco Products Co$112,8590.24%2,086,499CommonNONE
21871X109CRBGCorebridge Financial Inc$112,2070.24%4,702,728CommonSOLE
46817M107JXNJackson Financial Inc$112,0460.24%1,059,841CommonSOLE
889478103TOLToll Brothers Inc$111,8180.24%819,359CommonSOLE
87612E106TGTTarget Corp$108,9780.23%899,160CommonSOLE
70959W103PAGPenske Automotive Group Inc$108,3620.23%724,733CommonSOLE
665859104NTRSNorthern Trust Corp$107,7190.23%771,790CommonNONE
92556V106VTRSViatris Inc$106,6000.23%7,890,441CommonSOLE
30040W108ESEversource Energy$104,9870.23%1,515,398CommonSOLE
680223104ORIOld Republic International Corp$104,6760.23%2,623,467CommonSOLE
412822108HOGHarley-Davidson Inc$104,6190.23%5,174,024CommonSOLE
134429109CPBCampbell's Company/The$103,2640.22%4,636,904CommonSOLE
59156R108METMetLife Inc$103,0280.22%1,456,850CommonSOLE
83088M102SWKSSkyworks Solutions Inc$102,0490.22%1,905,678CommonSOLE
21036P108STZConstellation Brands Inc$99,9420.22%666,280CommonSOLE
958102105WDCWestern Digital Corp$99,8840.22%369,272CommonSOLE
045487105ASBAssociated Banc-Corp$98,7660.21%3,819,247CommonSOLE
539830109LMTLockheed Martin Corp$98,7500.21%163,388CommonSOLE
G81276100SIGSignet Jewelers Ltd$98,7050.21%1,166,180CommonSOLE
05329W102ANAutoNation Inc$97,1930.21%497,760CommonSOLE
92763W103VIPSVipshop Holdings Ltd$97,0830.21%6,175,749CommonSOLE
016255101ALGNAlign Technology Inc$96,8940.21%565,212CommonSOLE
26875P101EOGEOG Resources Inc$96,4020.21%666,820CommonSOLE
71880K101PHINPhinia Inc$94,8640.20%1,386,085CommonSOLE
256677105DGDollar General Corp$94,8530.20%798,900CommonSOLE
98980L101ZNGAZoom Communications Inc$94,7840.20%1,179,049CommonSOLE
00971T101AKAMAkamai Technologies Inc$94,5240.20%823,020CommonNONE
G3398L118PLGOFidelis Insurance Holdings Ltd$93,2880.20%4,881,640CommonSOLE
552953101MGMMGM Resorts International$91,9920.20%2,485,600CommonSOLE
277432100EMNEastman Chemical Co$91,7400.20%1,202,039CommonSOLE
689648103OTTROtter Tail Corp$91,5360.20%1,042,913CommonSOLE
534187109LNCLincoln National Corp$90,8830.20%2,560,096CommonSOLE
577081102MATMattel Inc$90,6440.20%6,238,390CommonSOLE
205887102CAGConagra Brands Inc$90,4050.19%5,750,955CommonSOLE
833034101SNASnap-on Inc$89,6170.19%246,730CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$88,6440.19%1,371,558CommonNONE
521865204LEALear Corp$88,4100.19%730,181CommonSOLE
88076W103TDCTeradata Corp$87,8040.19%3,425,835CommonSOLE
959802109WUWestern Union Co/The$87,4550.19%10,017,734CommonSOLE
64115T104NTCTNetScout Systems Inc$87,2780.19%2,745,452CommonNONE
281020107EIXEdison International$86,2650.19%1,178,800CommonSOLE
364760108GAPGap Inc/The$85,0780.18%3,515,616CommonSOLE
55261F104MTBM&T Bank Corp$84,9620.18%411,000CommonSOLE
159864107CRLCharles River Laboratories International Inc$83,9380.18%486,600CommonSOLE
086516101BBYBest Buy Co Inc$83,7800.18%1,304,988CommonSOLE
153527205CENTACentral Garden & Pet Co$81,1620.17%2,503,441CommonNONE
84790A105SPBSpectrum Brands Holdings Inc$75,9290.16%1,030,240CommonSOLE
02005N100ALLYAlly Financial Inc$75,6860.16%1,929,285CommonSOLE
832696405SJMJ M Smucker Co/The$75,5410.16%783,300CommonSOLE
91688F104UPWKUpwork Inc$74,4460.16%6,792,528CommonSOLE
829933100SIRISirius XM Holdings Inc$74,3170.16%3,219,977CommonSOLE
98980F104GTMZoomInfo Technologies Inc$73,2340.16%12,246,562CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$72,7920.16%717,800CommonSOLE
26884U109EPREPR Properties$72,5800.16%1,452,758CommonSOLE
929089100VOYAVoya Financial Inc$71,3470.15%1,044,310CommonSOLE
928881101VNTVontier Corp$70,2730.15%1,981,199CommonNONE
G36738105FDPFresh Del Monte Produce Inc$70,1550.15%1,742,544CommonSOLE
985817105YELPYelp Inc$70,0350.15%2,830,841CommonNONE
724479100PBIPitney Bowes Inc$69,9890.15%6,333,880CommonNONE
G0772R208NTBBank of NT Butterfield & Son Ltd/The$68,9080.15%1,313,030CommonSOLE
071813109BAXBaxter International Inc$68,2280.15%4,061,200CommonSOLE
871332102SLVMSylvamo Corp$67,3460.15%1,594,370CommonSOLE
64110D104NTAPNetApp Inc$66,7750.14%652,166CommonSOLE
035710839NLYAnnaly Capital Management Inc$64,9110.14%3,069,067CommonSOLE
832248207SFDSmithfield Foods Inc$63,9570.14%2,286,616CommonSOLE
71363P106PRDOPerdoceo Education Corp$63,6430.14%1,710,381CommonSOLE
000957100ABMABM Industries Inc$63,0290.14%1,636,256CommonSOLE
047649108ATKRAtkore Inc$61,9650.13%1,051,861CommonSOLE
09062X103BIIBBiogen Inc$61,1840.13%333,739CommonSOLE
00676P107ADEAAdeia Inc$60,9290.13%2,535,528CommonSOLE
N00985106AERAerCap Holdings NV$60,6920.13%442,428CommonSOLE
031652100AMKRAmkor Technology Inc$59,0120.13%1,310,500CommonNONE
P16994132BLXBanco Latinoamericano de Comercio Exterior SA$58,9370.13%1,153,826CommonSOLE
29272W109ENREnergizer Holdings Inc$58,4960.13%3,562,474CommonSOLE
87265H109T86Tri Pointe Homes Inc$57,2820.12%1,225,800CommonSOLE
00737L103CVSACovista Inc$57,0510.12%495,020CommonSOLE
89832Q109TFCTruist Financial Corp$56,7680.12%1,234,900CommonSOLE
413197104HRMYHarmony Biosciences Holdings Inc$56,7240.12%2,025,143CommonSOLE
248019101DLXDeluxe Corp$55,8600.12%2,028,317CommonSOLE
15135B101CNCCentene Corp$54,2840.12%1,658,022CommonSOLE
79546E104SBHSally Beauty Holdings Inc$53,7300.12%3,879,395CommonNONE
69007J304OUTOutfront Media Inc$53,4460.12%2,016,814CommonSOLE
681936100OHIOmega Healthcare Investors Inc$52,9040.11%1,207,300CommonSOLE
62955J103NOVNOV Inc$52,2910.11%2,779,944CommonSOLE
67103X102OFGOFG Bancorp$51,9870.11%1,284,891CommonSOLE
64828T201RITMRithm Capital Corp$51,0060.11%5,380,400CommonSOLE
57686G105MATXMatson Inc$50,7130.11%309,340CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$49,9820.11%884,800CommonSOLE
398433102GFFGriffon Corp$49,3020.11%678,338CommonSOLE
92645B103VCTRVictory Capital Holdings Inc$49,0840.11%749,600CommonSOLE
093671105HRBH&R Block Inc$48,6220.10%1,531,890CommonSOLE
505336107LZBLa-Z-Boy Inc$48,4090.10%1,506,182CommonSOLE
48666K109KBHKB Home$47,4670.10%917,236CommonSOLE
G38644103GCTGigaCloud Technology Inc$47,1900.10%1,039,890CommonSOLE
23355L106DXCDXC Technology Co$46,3660.10%3,688,588CommonSOLE
981475106WKCWorld Kinect Corp$45,5080.10%1,972,604CommonSOLE
127055101CBTCabot Corp$44,6360.10%592,700CommonSOLE
G5509L101LIVNLivaNova PLC$44,2000.10%695,410CommonSOLE
525327102LDOSLeidos Holdings Inc$44,0280.09%283,100CommonSOLE
11120U105BRXBrixmor Property Group Inc$43,7440.09%1,518,900CommonSOLE
68622V106OGNOrganon & Co$43,4860.09%7,259,730CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$42,1070.09%949,000CommonSOLE
29249E109ACTEnact Holdings Inc$41,8530.09%1,025,564CommonSOLE
76009N100UPBDUpbound Group Inc$41,7550.09%2,313,279CommonSOLE
393657101GBXGreenbrier Cos Inc/The$41,3990.09%786,311CommonSOLE
736508847PORPortland General Electric Co$41,2370.09%781,447CommonNONE
318672706FBPFirst BanCorp/Puerto Rico$40,3620.09%1,889,600CommonSOLE
054540208ACLSAxcelis Technologies Inc$39,9780.09%429,500CommonSOLE
46591M109JOYYJOYY Inc$39,5340.09%677,073CommonSOLE
61945C103MOSMosaic Co/The$39,4990.09%1,548,990CommonSOLE
63001N106NATLNCR Atleos Corp$39,2830.08%901,399CommonNONE
48123V102ZDZiff Davis Inc$39,1660.08%933,421CommonNONE
253651202DBDDiebold Nixdorf Inc$39,1610.08%519,100CommonNONE
88033G407THCTenet Healthcare Corp$38,8100.08%205,660CommonSOLE
G4412G101HLFHerbalife Ltd$38,6560.08%2,626,094CommonSOLE
11135E203BNLBroadstone Net Lease Inc$38,4880.08%2,106,600CommonSOLE
410120109HWCHancock Whitney Corp$37,7220.08%593,200CommonSOLE
744320102PRUPrudential Financial Inc$37,0120.08%378,870CommonNONE
36237H101GIIIG-III Apparel Group Ltd$36,8840.08%1,331,538CommonSOLE
024013104AATAmerican Assets Trust Inc$36,3870.08%1,976,474CommonSOLE
50060P106KOPKoppers Holdings Inc$35,8190.08%926,031CommonSOLE
410495204HAFCHanmi Financial Corp$35,4720.08%1,345,675CommonSOLE
398905109GPIGroup 1 Automotive Inc$35,3650.08%106,962CommonSOLE
319383204BUSEFirst Busey Corp$35,0840.08%1,388,361CommonSOLE
626717102MURMurphy Oil Corp$34,2480.07%830,255CommonSOLE
53815P108RAMPLiveRamp Holdings Inc$33,8450.07%1,276,218CommonNONE
149150104CATYCathay General Bancorp$33,8150.07%678,200CommonSOLE
74319R101PRGPROG Holdings Inc$33,8130.07%1,178,574CommonSOLE
67066G104NVDANVIDIA Corp$33,5720.07%192,500CommonSOLE
759351604RGAReinsurance Group of America Inc$32,8410.07%160,860CommonSOLE
55087P104LYFTLyft Inc$32,6480.07%2,454,735CommonSOLE
103304101BYDBoyd Gaming Corp$32,5790.07%396,432CommonNONE
02376R102AALAmerican Airlines Group Inc$32,2640.07%3,004,086CommonSOLE
018581108BFHBread Financial Holdings Inc$31,8740.07%425,611CommonNONE
126349109CSNCSG Systems International Inc$31,7500.07%397,170CommonSOLE
56418H100MANManpowerGroup Inc$31,2140.07%1,059,539CommonSOLE
806037107SCSCScanSource Inc$30,9340.07%852,163CommonSOLE
27579R104EWBCEast West Bancorp Inc$30,8250.07%288,730CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$30,4110.07%4,586,804CommonSOLE
69121K104OBDCBlue Owl Capital Corp$30,3920.07%2,747,947CommonSOLE
302520101FNBFNB Corp/PA$29,7010.06%1,776,400CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$29,6610.06%2,576,953CommonSOLE
37940X102GPNGlobal Payments Inc$29,6390.06%440,400CommonSOLE
82900L102SMPLSimply Good Foods Co/The$29,5310.06%2,057,900CommonSOLE
69888T207PARRPar Pacific Holdings Inc$29,5150.06%471,191CommonSOLE
674215207CHRDChord Energy Corp$28,2940.06%199,000CommonSOLE
146229109CRICarter's Inc$28,1950.06%788,437CommonSOLE
13057Q305CRCCalifornia Resources Corp$28,1790.06%407,100CommonSOLE
565394103CARTMaplebear Inc$27,9830.06%746,997CommonSOLE
49803T300KRGKite Realty Group Trust$27,8250.06%1,133,400CommonNONE
825690100SSTKShutterstock Inc$27,6810.06%1,666,506CommonSOLE
H1467J104CBChubb Ltd$27,3970.06%84,058CommonSOLE
G3198U102ESNTEssent Group Ltd$27,3960.06%468,790CommonSOLE
197236102COLBColumbia Banking System Inc$26,9030.06%980,784CommonNONE
369550108GDGeneral Dynamics Corp$26,8300.06%78,170CommonSOLE
037833100AAPLApple Inc$26,3220.06%103,714CommonSOLE
G2519Y108BAPCredicorp Ltd$26,3200.06%77,600CommonSOLE
28035Q102EPCEdgewell Personal Care Co$25,8660.06%1,212,098CommonSOLE
201723103CMCCommercial Metals Co$25,5910.06%416,589CommonSOLE
222795502CUZCousins Properties Inc$25,4730.05%1,128,604CommonSOLE
743312100PRGSProgress Software Corp$25,3520.05%988,400CommonNONE
431284108HIWHighwoods Properties Inc$25,2490.05%1,179,300CommonSOLE
720190206PDMPiedmont Realty Trust Inc$25,2240.05%3,839,254CommonSOLE
320218100THFFFirst Financial Corp$25,0440.05%396,261CommonSOLE
143905107CSVCarriage Services Inc$24,9640.05%546,727CommonNONE
N4732M103JBSJBS NV$24,4740.05%1,362,700CommonSOLE
902973304USBUS Bancorp$24,3610.05%468,400CommonSOLE
647551100NMFCNew Mountain Finance Corp$23,4520.05%3,022,118CommonSOLE
06417N103OZKBank OZK$23,1190.05%503,800CommonSOLE
25179M103DVNDevon Energy Corp$22,7600.05%452,314CommonSOLE
023135106AMZNAmazon.com Inc$22,6810.05%108,900CommonSOLE
458665304TILEInterface Inc$22,5630.05%905,429CommonSOLE
963320106WHRWhirlpool Corp$22,1210.05%410,251CommonSOLE
00108J109ACMRACM Research Inc$21,4580.05%545,307CommonNONE
05379B107AVAAvista Corp$20,7170.04%516,108CommonNONE
86722A103SXCSunCoke Energy Inc$20,6970.04%3,179,331CommonSOLE
600544100MLKNMillerKnoll Inc$20,2100.04%1,397,646CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$20,1920.04%1,456,852CommonSOLE
423403104MOMOHello Group Inc$19,8390.04%3,444,271CommonSOLE
154760409CPFCentral Pacific Financial Corp$19,6600.04%615,130CommonNONE
360271100FULTFulton Financial Corp$19,6460.04%965,875CommonNONE
67098H104OIO-I Glass Inc$19,4000.04%1,845,844CommonSOLE
78442P106SLMSLM Corp$19,2930.04%901,100CommonNONE
02553E106AEOAmerican Eagle Outfitters Inc$19,2370.04%1,151,900CommonNONE
02079K107GOOGAlphabet Inc$19,1420.04%66,730CommonSOLE
603158106MTXMinerals Technologies Inc$19,0080.04%268,022CommonNONE
876030107TPRTapestry Inc$18,9800.04%134,508CommonSOLE
92214X106VREXVarex Imaging Corp$18,6960.04%1,762,096CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$18,5820.04%275,000CommonNONE
866683105SNCYSun Country Airlines Holdings Inc$18,4530.04%1,117,027CommonSOLE
919794107VLYValley National Bancorp$18,4130.04%1,499,400CommonSOLE
78573L106SBRASabra Health Care REIT Inc$18,2880.04%951,000CommonSOLE
577933104MMSMaximus Inc$18,2490.04%284,700CommonNONE
984017103XHRXenia Hotels & Resorts Inc$18,1000.04%1,220,500CommonSOLE
704551100BTUPeabody Energy Corp$17,9380.04%544,400CommonSOLE
925283103VSNTVersant Media Group Inc$17,7490.04%479,454CommonSOLE
706915105PENGPenguin Solutions Inc$17,6030.04%1,000,170CommonSOLE
801056102SANMSanmina Corp$17,5660.04%135,500CommonSOLE
388689101GPKGraphic Packaging Holding Co$17,4790.04%1,758,428CommonSOLE
20848V105CCSIConsensus Cloud Solutions Inc$17,2940.04%728,485CommonSOLE
49427F108KRCKilroy Realty Corp$16,9510.04%600,900CommonSOLE
43940T109HOPEHope Bancorp Inc$16,9100.04%1,513,900CommonSOLE
912932100UNITUniti Group Inc$16,5750.04%1,767,028CommonSOLE
Y2065G121DHTDHT Holdings Inc$16,5450.04%905,604CommonSOLE
92839U206VCVisteon Corp$16,4090.04%180,100CommonSOLE
204149108CTBICommunity Trust Bancorp Inc$16,3930.04%269,980CommonSOLE
766559702RIGLRigel Pharmaceuticals Inc$16,2650.04%601,507CommonSOLE
594918104MSFTMicrosoft Corp$16,1110.03%43,522CommonSOLE
74965L101RLJRLJ Lodging Trust$16,0590.03%2,164,349CommonNONE
16934Q802CIMChimera Investment Corp$16,0420.03%1,278,218CommonSOLE
037598109APOGApogee Enterprises Inc$15,9200.03%474,653CommonSOLE
218937100CNRCore Natural Resources Inc$15,8580.03%151,414CommonSOLE
830879102SKYWSkyWest Inc$15,7920.03%171,972CommonSOLE
094235108BLMNBloomin' Brands Inc$15,6540.03%2,898,939CommonSOLE
302635206FSKFS KKR Capital Corp$15,5950.03%1,531,965CommonSOLE
500255104KSSKohl's Corp$15,5820.03%1,207,934CommonNONE
05156V102AUPHAurinia Pharmaceuticals Inc$15,4070.03%1,039,576CommonSOLE
254423106DINDine Brands Global Inc$15,0980.03%575,392CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals Inc$15,0910.03%609,500CommonNONE
83012A109TSLXSixth Street Specialty Lending Inc$14,5040.03%789,112CommonNONE
667746101NWPXNWPX Infrastructure Inc$14,4330.03%185,365CommonSOLE
587376104MBWMMercantile Bank Corp$14,3010.03%283,186CommonSOLE
747619104NXQuanex Building Products Corp$14,2740.03%794,348CommonNONE
57164Y107VACMarriott Vacations Worldwide Corp$14,1150.03%216,757CommonNONE
G7496G103RNRRenaissanceRe Holdings Ltd$14,0470.03%47,260CommonSOLE
722304102PDDPDD Holdings Inc$13,9880.03%136,900CommonSOLE
59001A102MTHMeritage Homes Corp$13,8520.03%224,000CommonNONE
036752103ELVElevance Health Inc$13,6730.03%46,704CommonSOLE
380237107GDDYGoDaddy Inc$13,6490.03%165,100CommonSOLE
30303M102METAMeta Platforms Inc$13,6450.03%23,850CommonSOLE
00773T101ASIXAdvanSix Inc$13,4370.03%550,679CommonSOLE
85208M102SFMSprouts Farmers Market Inc$13,3340.03%172,872CommonNONE
453838609IBCPIndependent Bank Corp/MI$13,2170.03%396,893CommonSOLE
Y62132108NVGSNavigator Holdings Ltd$12,9720.03%671,078CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$12,7670.03%651,714CommonSOLE
69047Q102OVVOvintiv Inc$12,5780.03%211,900CommonSOLE
982104101WSWorthington Steel Inc$12,5520.03%413,585CommonSOLE
723484101PNWPinnacle West Capital Corp$12,5440.03%124,510CommonNONE
87357P100TCMDTactile Systems Technology Inc$12,5400.03%479,927CommonSOLE
Y7388L103SBSafe Bulkers Inc$12,4270.03%1,963,190CommonSOLE
03937C105ARCBArcBest Corp$12,4230.03%126,300CommonNONE
22284P105CVLGCovenant Logistics Group Inc$12,3860.03%456,200CommonSOLE
58502B106MDPediatrix Medical Group Inc$12,3420.03%577,000CommonSOLE
022671101AMALAmalgamated Financial Corp$12,1800.03%313,358CommonSOLE
126117100CNACNA Financial Corp$12,1730.03%265,100CommonSOLE
011659109ALKAlaska Air Group Inc$12,1080.03%329,199CommonNONE
72815L107PLTKPlaytika Holding Corp$12,1050.03%4,354,425CommonSOLE
981811102WORWorthington Enterprises Inc$11,9540.03%229,270CommonSOLE
887389104TKRTimken Co/The$11,9280.03%118,600CommonNONE
695127100PCRXPacira BioSciences Inc$11,6860.03%517,100CommonSOLE
608190104MHKMohawk Industries Inc$11,5300.02%117,100CommonSOLE
293389102EBFEnnis Inc$11,4780.02%535,856CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$11,4160.02%345,200CommonNONE
45579U109INDVIndivior Pharmaceuticals Inc$11,3910.02%373,734CommonNONE
46005L101IMXIInternational Money Express Inc$11,3790.02%720,221CommonNONE
75902K106RMRegional Management Corp$11,0690.02%343,232CommonSOLE
117043109BCBrunswick Corp/DE$11,0230.02%151,500CommonSOLE
38173M102GBDCGolub Capital BDC Inc$10,7090.02%845,900CommonNONE
G27907107DOLEDole PLC$10,6320.02%744,000CommonSOLE
758075402RWTRedwood Trust Inc$10,4080.02%1,855,261CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$10,3210.02%30,540CommonSOLE
419596101HVTHaverty Furniture Cos Inc$10,0680.02%475,370CommonSOLE
M8744T106TBLATaboola.com Ltd$9,9680.02%3,215,589CommonSOLE
315616102FFIVF5 Inc$9,9560.02%34,409CommonSOLE
63938C108NAVINavient Corp$9,9210.02%1,212,858CommonSOLE
628464109MYEMyers Industries Inc$9,8940.02%467,140CommonSOLE
04010L103ARCCAres Capital Corp$9,8050.02%544,100CommonSOLE
38246G108GDRXGoodRx Holdings Inc$9,7650.02%4,981,931CommonSOLE
30161N101EXCExelon Corp$9,7160.02%198,200CommonNONE
133034108CACCamden National Corp$9,6610.02%203,595CommonSOLE
025537101AEPAmerican Electric Power Co Inc$9,4760.02%72,290CommonNONE
91359V107UVEUniversal Insurance Holdings Inc$9,3870.02%274,800CommonSOLE
938824109WAFDWaFd Inc$9,3820.02%298,800CommonSOLE
69320M109PCBPCB Bancorp$9,2090.02%409,480CommonSOLE
71742Q106PAHCPhibro Animal Health Corp$9,1430.02%165,300CommonSOLE
G87110105FTITechnipFMC PLC$9,0840.02%131,400CommonSOLE
G39108108GTESGates Industrial Corp PLC$8,8950.02%393,400CommonSOLE
68287N100OSPNOneSpan Inc$8,8800.02%843,339CommonSOLE
00081T108ACCOACCO Brands Corp$8,8290.02%2,943,000CommonSOLE
747301109QUADQuad/Graphics Inc$8,8160.02%1,333,701CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$8,7300.02%138,284CommonSOLE
675234108OCFCOceanFirst Financial Corp$8,7040.02%482,508CommonSOLE
489170100KMTKennametal Inc$8,6890.02%240,500CommonSOLE
700517105PKPark Hotels & Resorts Inc$8,6440.02%820,900CommonNONE
95082P105WCCWESCO International, Inc.$8,5640.02%31,300CommonNONE
29452E101EQHEquitable Holdings Inc$8,1270.02%219,000CommonSOLE
37959E102GLGlobe Life Inc$7,9170.02%56,890CommonSOLE
22948Q101CTOCTO Realty Growth Inc$7,9080.02%427,702CommonSOLE
319390100FBIZFirst Business Financial Services Inc$7,7460.02%143,625CommonSOLE
09739D100BCCBoise Cascade Co$7,7370.02%102,000CommonSOLE
374297109GTYGetty Realty Corp$7,7230.02%242,870CommonSOLE
80007P869SDSandRidge Energy Inc$7,6940.02%471,711CommonSOLE
320209109FFBCFirst Financial Bancorp$7,6510.02%274,410CommonNONE
926400102VSCOVictoria's Secret & Co$7,5940.02%163,800CommonSOLE
74587V107PBYIPuma Biotechnology Inc$7,5590.02%1,182,868CommonSOLE
29089Q105EBSEmergent BioSolutions Inc$7,4430.02%896,700CommonNONE
06652K103BKUBankUnited Inc$7,4290.02%164,500CommonNONE
78454L100SMSM Energy Co$7,2560.02%232,701CommonSOLE
20602D101CNXCConcentrix Corp$7,2330.02%264,351CommonNONE
626755102MUSAMurphy USA Inc$7,2020.02%14,580CommonNONE
879369106TFXTeleflex Inc$7,1530.02%59,800CommonNONE
703481101PTENPatterson-UTI Energy Inc$7,0500.02%650,958CommonSOLE
M6158M104ITRNIturan Location and Control Ltd$6,7270.01%137,264CommonSOLE
86272C103STRAStrategic Education Inc$6,6840.01%80,574CommonNONE
540424108LLoews Corp$6,6070.01%61,900CommonNONE
664121100NECBNortheast Community Bancorp Inc$6,5580.01%275,535CommonSOLE
708062104PNNTPennantPark Investment Corp$6,5290.01%1,454,141CommonSOLE
597742105MSBIMidland States Bancorp Inc$6,4760.01%290,289CommonSOLE
G21810109CLVTClarivate PLC$6,4550.01%2,551,200CommonNONE
456237106ILPTIndustrial Logistics Properties Trust$6,4270.01%1,131,580CommonSOLE
12653C108CNXCNX Resources Corp$6,4190.01%166,500CommonSOLE
512807306LRCXLam Research Corp$6,3900.01%29,905CommonSOLE
737446104POSTPost Holdings Inc$6,3860.01%64,600CommonNONE
285512109EAElectronic Arts Inc$6,3830.01%31,310CommonSOLE
10922N103BHFBrighthouse Financial Inc$6,3820.01%106,573CommonNONE
252784301DRHDiamondRock Hospitality Co$6,3410.01%676,725CommonSOLE
07556Q881BZHBeazer Homes USA Inc$6,3370.01%329,351CommonNONE
077454106BDCBelden Inc$6,3090.01%54,943CommonSOLE
601137102MRPMillrose Properties Inc$6,2700.01%223,933CommonSOLE
910873405UMCUnited Microelectronics Corp$6,2340.01%694,211CommonSOLE
410867105THGHanover Insurance Group Inc/The$6,0500.01%34,900CommonNONE
05990K106BANCBanc of California Inc$5,9580.01%338,900CommonSOLE
L6388F110TIGOMillicom International Cellular SA$5,8590.01%78,180CommonSOLE
516544103LNTHLantheus Holdings Inc$5,7950.01%76,400CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$5,7520.01%153,600CommonNONE
F21107101CSTMConstellium SE$5,7390.01%233,500CommonSOLE
55272X607MFAMFA Financial Inc$5,5580.01%580,175CommonNONE
G8192H106SPNTSiriusPoint Ltd$5,5570.01%257,969CommonNONE
011642105ALRMAlarm.com Holdings Inc$5,4810.01%126,900CommonNONE
138006309CAJPYCanon Inc$5,4700.01%196,840CommonNONE
466367109JACKJack in the Box Inc$5,4540.01%564,061CommonSOLE
34959J108FTVFortive Corp$5,4510.01%98,600CommonSOLE
970646105WLFCWillis Lease Finance Corp$5,4380.01%31,937CommonSOLE
774515100RCKYRocky Brands Inc$5,4340.01%140,344CommonSOLE
968223206WLYJohn Wiley & Sons Inc$5,4240.01%142,353CommonNONE
880345103TNCTennant Co$5,3980.01%81,300CommonNONE
084670702BRK/BBerkshire Hathaway Inc$5,3670.01%11,200CommonSOLE
45781V101IIPRInnovative Industrial Properties Inc$5,3270.01%106,200CommonSOLE
78440P306SKMSK Telecom Co Ltd$5,2770.01%180,170CommonSOLE
753422104RPDRapid7 Inc$5,2140.01%946,297CommonNONE
317585404FISIFinancial Institutions Inc$5,1970.01%163,900CommonNONE
505743104LADRLadder Capital Corp$5,1570.01%527,800CommonNONE
500643200KFYKorn Ferry$5,1240.01%81,400CommonNONE
256746108DLTRDollar Tree Inc$5,1140.01%46,700CommonSOLE
37954A303XRNChiron Real Estate Inc$5,0460.01%152,539CommonSOLE
666762109NRIMNorthrim BanCorp Inc$5,0460.01%220,560CommonSOLE
589400100MCYMercury General Corp$4,9100.01%55,700CommonNONE
14057J101CFFNCapitol Federal Financial Inc$4,8940.01%686,350CommonSOLE
11135F101AVGOBroadcom Inc$4,8720.01%15,742CommonSOLE
29082K105EMBCEmbecta Corp$4,8550.01%549,182CommonSOLE
088606108BHPBHP Group Ltd$4,7710.01%65,595CommonSOLE
00183L201ANGIAngi Inc$4,7390.01%691,800CommonSOLE
68268W103OMFOneMain Holdings Inc$4,7020.01%87,900CommonSOLE
438128308HMCHonda Motor Co Ltd$4,6350.01%190,680CommonNONE
00404A109ACHCAcadia Healthcare Company, Inc.$4,6130.01%197,200CommonNONE
224441105CXTCrane NXT Co$4,5830.01%112,910CommonSOLE
488152208KELYAKelly Services Inc$4,5810.01%517,629CommonNONE
10948W103AAMIAcadian Asset Management Inc$4,4790.01%82,300CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$4,4530.01%21,400CommonSOLE
72348N109PNFPPinnacle Financial Partners Inc$4,4340.01%51,479CommonNONE
709789101PEBOPeoples Bancorp Inc/OH$4,3760.01%133,116CommonSOLE
91324P102UNHUnitedHealth Group Inc$4,2120.01%15,565CommonSOLE
824889109SCVLShoe Carnival Inc$4,1470.01%266,018CommonNONE
42250P103DOCHealthpeak Properties Inc$4,0940.01%249,156CommonSOLE
G3265R107APTVAptiv PLC$4,0640.01%58,530CommonSOLE
309627107FMNBFarmers National Banc Corp$4,0560.01%308,217CommonSOLE
927107409VLGEAVillage Super Market Inc$4,0400.01%95,671CommonSOLE
10482B101BHRBraemar Hotels & Resorts Inc$4,0370.01%1,710,389CommonNONE
G5698W116LXFRLuxfer Holdings PLC$4,0320.01%331,000CommonNONE
74930B105RBBRBB Bancorp$4,0260.01%188,400CommonSOLE

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.