MondegarAI
Channing Capital Management, LLC

Q1 2025 · 13F-HR

Channing Capital Management, LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001815

$3.31B
Reported value
105
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
65336K103NXSTNEXSTAR MEDIA GROUP INC$86.9M2.62%484,725CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$84.1M2.54%1,799,195CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$81.9M2.47%3,002,799CommonSOLE
01741R102ATIATI INC$80.8M2.44%1,553,796CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$80.8M2.44%870,224CommonSOLE
97650W108WTFCWINTRUST FINL CORP$79.3M2.39%704,992CommonSOLE
887389104TKRTIMKEN CO$77.9M2.35%1,083,666CommonSOLE
860630102SFSTIFEL FINL CORP$77.7M2.35%824,098CommonSOLE
537008104LFUSLITTELFUSE INC$77.5M2.34%394,041CommonSOLE
109696104BCOBRINKS CO$76.7M2.32%890,700CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$74.6M2.25%444,192CommonNONE
G39108108GTESGATES INDL CORP PLC$74.4M2.25%4,042,471CommonNONE
844895102SWXSOUTHWEST GAS HLDGS INC$74.4M2.25%1,035,616CommonSOLE
85254J102STAGSTAG INDL INC$73.7M2.22%2,039,159CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$72.9M2.20%2,226,825CommonSOLE
553498106MSAMSA SAFETY INC$72.4M2.19%493,655CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$72.2M2.18%611,597CommonSOLE
42704L104HRIHERC HLDGS INC$71.9M2.17%535,578CommonNONE
736508847PORPORTLAND GEN ELEC CO$71.2M2.15%1,597,380CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$69.9M2.11%659,394CommonNONE
680033107ONBOLD NATL BANCORP IND$69.8M2.11%3,292,448CommonNONE
007973100AEISADVANCED ENERGY INDS$67.7M2.05%710,649CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$67.5M2.04%1,725,705CommonNONE
103304101BYDBOYD GAMING CORP$67.4M2.03%1,023,696CommonSOLE
428291108HXLHEXCEL CORP NEW$64.3M1.94%1,173,424CommonNONE
70202L102PSNPARSONS CORP DEL$62.9M1.90%1,062,180CommonSOLE
05368V106AVNTAVIENT CORPORATION$62.4M1.88%1,678,758CommonNONE
117043109BCBRUNSWICK CORP$61.3M1.85%1,138,737CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$58.0M1.75%1,920,258CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$58.0M1.75%262,545CommonNONE
546347105LPXLOUISIANA PAC CORP$56.6M1.71%615,817CommonNONE
580589109MGRCMCGRATH RENTCORP$55.0M1.66%494,159CommonNONE
G2717B108CUSHMAN WAKEFIELD PLC$54.9M1.66%5,369,263CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$54.6M1.65%3,251,124CommonNONE
077454106BDCBELDEN INC$54.0M1.63%538,493CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$53.5M1.62%415,393CommonNONE
4315711089HIHILLENBRAND INC$52.5M1.58%2,173,373CommonNONE
78454L100SMSM ENERGY CO$46.7M1.41%1,558,569CommonSOLE
55306N104MKSIMKS INSTRS INC$44.3M1.34%552,960CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$39.4M1.19%2,142,888CommonNONE
55024U109LITELUMENTUM HLDGS INC$36.7M1.11%588,940CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$36.2M1.09%211,140CommonNONE
346375108FORMFORMFACTOR INC$32.2M0.97%1,138,437CommonSOLE
92047W101VVVVALVOLINE INC$26.0M0.78%746,475CommonNONE
929740108WABWABTEC$19.5M0.59%107,650CommonSOLE
504922105LHLABCORP HOLDINGS INC$11.4M0.35%49,136CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$11.3M0.34%118,204CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$11.1M0.33%334,324CommonSOLE
50212V100LPLALPL FINL HLDGS INC$10.8M0.33%33,015CommonSOLE
224408104CRCRANE COMPANY$10.8M0.33%70,273CommonSOLE
036752103ELVELEVANCE HEALTH INC$10.7M0.32%24,631CommonNONE
718172109PMPHILIP MORRIS INTL INC$10.7M0.32%67,456CommonNONE
501889208LKQLKQ CORP$10.7M0.32%250,542CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.4M0.32%145,408CommonNONE
142339100CSLCARLISLE COS INC$10.4M0.32%30,643CommonSOLE
172967424CCITIGROUP INC$10.3M0.31%144,820CommonNONE
060505104BACBANK AMERICA CORP$10.2M0.31%244,701CommonNONE
45073V108ITTITT INC$10.2M0.31%78,773CommonSOLE
882508104TXNTEXAS INSTRS INC$10.1M0.31%56,275CommonNONE
00287Y109ABBVABBVIE INC$10.1M0.30%48,075CommonNONE
458140100INTCINTEL CORP$9.7M0.29%427,850CommonNONE
79466L302CRMSALESFORCE INC$9.7M0.29%36,099CommonNONE
03852U106ARMKARAMARK$9.7M0.29%280,356CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.6M0.29%17,511CommonNONE
983793100XPOXPO INC$9.5M0.29%88,538CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$9.3M0.28%84,163CommonNONE
216648501COOCOOPER COS INC$9.3M0.28%110,683CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$8.9M0.27%135,726CommonSOLE
097023105BABOEING CO$8.7M0.26%51,019CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$8.6M0.26%817,127CommonNONE
256677105DGDOLLAR GEN CORP NEW$8.4M0.25%96,032CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.3M0.25%33,567CommonNONE
971378104WSCWILLSCOT HLDGS CORP$8.3M0.25%297,900CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$8.3M0.25%114,092CommonNONE
443201108HWMHOWMET AEROSPACE INC$8.3M0.25%63,594CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$8.2M0.25%595,565CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$8.1M0.24%70,918CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$8.0M0.24%223,145CommonNONE
48020Q107JLLJONES LANG LASALLE INC$7.8M0.24%31,629CommonSOLE
29362U104ENTGENTEGRIS INC$7.8M0.24%89,392CommonSOLE
857477103STTSTATE STR CORP$7.8M0.24%87,068CommonNONE
880770102TERTERADYNE INC$7.8M0.23%93,906CommonSOLE
14316J108CGCARLYLE GROUP INC$7.7M0.23%176,413CommonSOLE
536797103LADLITHIA MTRS INC$7.7M0.23%26,192CommonSOLE
87612E106TGTTARGET CORP$7.5M0.23%72,068CommonNONE
29977A105EVREVERCORE INC$7.4M0.22%36,874CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.9M0.21%142,919CommonNONE
410867105THGHANOVER INS GROUP INC$6.9M0.21%39,525CommonSOLE
654106103NKENIKE INC$6.8M0.20%106,673CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$6.7M0.20%60,699CommonNONE
375558103GILDGILEAD SCIENCES INC$6.5M0.20%58,009CommonNONE
29414B104EPAMEPAM SYS INC$6.2M0.19%36,786CommonNONE
83418M103SEISOLARIS ENERGY INFRAS INC$6.2M0.19%284,910CommonNONE
89055F103BLDTOPBUILD CORP$6.1M0.19%20,159CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$6.1M0.18%474,244CommonNONE
518439104ELLAUDER ESTEE COS INC$5.3M0.16%80,291CommonNONE
053611109AVYAVERY DENNISON CORP$5.3M0.16%29,564CommonNONE
872590104TMUST-MOBILE US INC$5.1M0.15%19,084CommonNONE
163851108CCCHEMOURS CO$5.0M0.15%366,345CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$4.8M0.15%78,614CommonNONE
68268W103OMFONEMAIN HLDGS INC$4.8M0.15%98,378CommonNONE
277276101EGPEASTGROUP PPTYS INC$4.6M0.14%26,013CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.1M0.12%107,781CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.05%10,728CommonNONE
423452101HPHELMERICH & PAYNE INC$596,9460.02%22,854CommonNONE

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.