MondegarAI
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Q2 2025 · 13F-HR

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0001172661-25-003239

$30.83B
Reported value
472
Positions
2025-06-30
Period end
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The Brief · HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC established a new position in F5 INC FFIV valued at $1.54B. The fund also initiated new stakes in WORKDAY INC WDAY for $950.42M and CITIGROUP INC C for $923.27M. Other new additions include TELEFONAKTIEBOLAGET LM ERICS ERIC and COMCAST CORP NEW CMCSA. The fund manages a total of 472 positions with $30.83B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
315616102FFIVF5 INC$1.54B4.99%5,229,200CommonSOLE
98138H101WDAYWORKDAY INC$950.4M3.08%3,960,100CommonSOLE
172967424CCITIGROUP INC$923.3M2.99%10,846,698CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$822.8M2.67%97,029,167CommonSOLE
20030N101CMCSACOMCAST CORP NEW$747.8M2.43%20,953,997CommonSOLE
949746101WMT2WELLS FARGO CO NEW$724.4M2.35%9,041,329CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$719.8M2.33%8,409,311CommonSOLE
25746U109DDOMINION ENERGY INC$662.7M2.15%11,725,866CommonSOLE
03743Q108APAAPA CORPORATION$659.2M2.14%36,042,592CommonSOLE
37045V100GMGENERAL MTRS CO$628.5M2.04%12,772,666CommonSOLE
036752103ELVELEVANCE HEALTH INC$551.7M1.79%1,418,442CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$533.3M1.73%7,199,546CommonSOLE
857477103STTSTATE STR CORP$526.4M1.71%4,949,717CommonSOLE
G5960L103MDTMEDTRONIC PLC$517.1M1.68%5,931,921CommonSOLE
231021106CMICUMMINS INC$502.0M1.63%1,532,738CommonSOLE
62955J103NOVNOV INC$496.1M1.61%39,914,272CommonSOLE
559222401MGAMAGNA INTL INC$480.4M1.56%12,441,846CommonSOLE
31428X106FDXFEDEX CORP$480.2M1.56%2,112,499CommonSOLE
780259305SHELSHELL PLC$451.5M1.46%6,412,128CommonSOLE
902973304USBUS BANCORP DEL$451.0M1.46%9,967,022CommonSOLE
02079K305GOOGLALPHABET INC$432.1M1.40%2,451,872CommonSOLE
500754106KHCKRAFT HEINZ CO$397.9M1.29%15,412,106CommonSOLE
693506107PPGPPG INDS INC$388.0M1.26%3,411,050CommonSOLE
126650100CVSCVS HEALTH CORP$382.4M1.24%5,543,244CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$381.4M1.24%8,523,715CommonSOLE
681919106OMCOMNICOM GROUP INC$371.4M1.20%5,163,161CommonSOLE
806857108SLBSCHLUMBERGER LTD$364.0M1.18%10,769,652CommonSOLE
92937A102WPPWPP PLC NEW$355.0M1.15%10,138,902CommonSOLE
444859102HUMHUMANA INC$339.4M1.10%1,388,446CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$337.4M1.09%4,144,792CommonSOLE
69047Q102OVVOVINTIV INC$336.5M1.09%8,843,655CommonSOLE
69351T106PPLPPL CORP$334.4M1.08%9,866,545CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$331.4M1.07%8,644,869CommonSOLE
693718108PCARPACCAR INC$318.9M1.03%3,355,168CommonSOLE
G3265R107APTVAPTIV PLC$307.2M1.00%4,502,432CommonSOLE
40412C101HCAHCA HEALTHCARE INC$300.6M0.97%784,607CommonSOLE
N20944109CNHCNH INDL N V$288.1M0.93%22,228,784CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$273.2M0.89%7,695,857CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$269.5M0.87%2,123,919CommonSOLE
G87052109TELTE CONNECTIVITY PLC$269.4M0.87%1,597,083CommonSOLE
060505104BACBANK AMERICA CORP$266.7M0.87%5,636,946CommonSOLE
680665205OLNOLIN CORP$241.7M0.78%12,028,758CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$225.4M0.73%19,671,601CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$224.6M0.73%1,055,814CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$216.6M0.70%694,370CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$213.6M0.69%1,312,910CommonSOLE
89832Q109TFCTRUIST FINL CORP$210.3M0.68%4,891,789CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$209.5M0.68%818,623CommonSOLE
125523100CITHE CIGNA GROUP$201.8M0.65%610,445CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$193.0M0.63%2,848,646CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$190.4M0.62%97,330CommonSOLE
343412102FLRFLUOR CORP NEW$186.7M0.61%3,641,697CommonSOLE
20825C104COPCONOCOPHILLIPS$184.9M0.60%2,060,520CommonSOLE
097023105BABOEING CO$178.8M0.58%853,447CommonSOLE
37733W204GSKGSK PLC$175.0M0.57%4,556,621CommonSOLE
904767704UNILEVER PLC$174.2M0.57%2,848,099CommonSOLE
369550108GDGENERAL DYNAMICS CORP$160.9M0.52%551,612CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$148.6M0.48%1,629,187CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$147.3M0.48%11,415,374CommonSOLE
15135B101CNCCENTENE CORP DEL$144.6M0.47%2,663,875CommonSOLE
536797103LADLITHIA MTRS INC$139.0M0.45%411,339CommonSOLE
83444M101SOLVSOLVENTUM CORP$136.8M0.44%1,804,044CommonSOLE
594918104MSFTMICROSOFT CORP$136.5M0.44%274,505CommonSOLE
887389104TKRTIMKEN CO$135.3M0.44%1,865,497CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$133.2M0.43%2,449,309CommonSOLE
205887102CAGCONAGRA BRANDS INC$122.7M0.40%5,992,903CommonSOLE
626717102MURMURPHY OIL CORP$119.5M0.39%5,308,962CommonSOLE
733174700BPOPPOPULAR INC$109.5M0.36%993,767CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$106.7M0.35%150,745CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$106.6M0.35%416,772CommonSOLE
80105N105SNYSANOFI$105.2M0.34%2,177,705CommonSOLE
244199105DEDEERE & CO$103.1M0.33%202,800CommonSOLE
053807103AVTAVNET INC$101.4M0.33%1,909,803CommonSOLE
504922105LHLABCORP HOLDINGS INC$100.8M0.33%383,986CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$94.1M0.31%927,707CommonSOLE
27923Q109ECVTECOVYST INC$92.3M0.30%11,218,795CommonSOLE
099724106BWABORGWARNER INC$92.0M0.30%2,748,879CommonSOLE
85256A109STGWSTAGWELL INC$90.5M0.29%20,114,146CommonSOLE
75513E101RTXRTX CORPORATION$87.1M0.28%596,691CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$84.6M0.27%1,230,440CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$84.1M0.27%1,077,242CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$78.2M0.25%1,081,360CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$77.6M0.25%3,110,906CommonSOLE
78442P106SLMSLM CORP$76.1M0.25%2,321,476CommonSOLE
34959J108FTVFORTIVE CORP$63.4M0.21%1,216,900CommonSOLE
G0084W101ADNTADIENT PLC$63.3M0.21%3,251,560CommonSOLE
G02602103DOXAMDOCS LTD$62.5M0.20%685,364CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$59.6M0.19%246,820CommonSOLE
521865204LEALEAR CORP$58.7M0.19%617,666CommonSOLE
96208T104WEXWEX INC$56.6M0.18%385,118CommonSOLE
G5509L101LIVNLIVANOVA PLC$52.2M0.17%1,159,180CommonSOLE
860630102SFSTIFEL FINL CORP$49.2M0.16%474,559CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$45.2M0.15%566,120CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$42.7M0.14%965,370CommonSOLE
109696104BCOBRINKS CO$39.7M0.13%444,233CommonSOLE
670837103OGEOGE ENERGY CORP$38.8M0.13%873,244CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$36.7M0.12%908,856CommonSOLE
500688106KOSKOSMOS ENERGY LTD$36.5M0.12%21,210,674CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$36.2M0.12%841,405CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$35.1M0.11%680,548CommonSOLE
219350105GLWCORNING INC$34.9M0.11%662,952CommonSOLE
045487105ASBASSOCIATED BANC CORP$34.1M0.11%1,399,923CommonSOLE
00191U102EFORASGN INC$33.8M0.11%676,923CommonSOLE
05379B107AVAAVISTA CORP$33.6M0.11%885,029CommonSOLE
37959R103GBLIGLOBAL INDEMNITY GROUP LLC$31.0M0.10%987,563CommonSOLE
370334104GISGENERAL MLS INC$27.0M0.09%521,875CommonSOLE
552690109MDUMDU RES GROUP INC$25.6M0.08%1,537,550CommonSOLE
07317Q105BTEBAYTEX ENERGY CORP$23.8M0.08%13,299,510CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$22.3M0.07%613,058CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$22.3M0.07%1,407,508CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC$22.2M0.07%4,582,937CommonSOLE
092113109BKHBLACK HILLS CORP$21.8M0.07%388,105CommonSOLE
393657101GBXGREENBRIER COS INC$21.5M0.07%466,032CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$21.4M0.07%2,492,221CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$20.9M0.07%2,438,177CommonSOLE
600551204MLRMILLER INDS INC TENN$20.6M0.07%464,198CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$20.4M0.07%767,140CommonSOLE
750940108RALRALLIANT CORP$19.7M0.06%405,627CommonSOLE
609207105MDLZMONDELEZ INTL INC$19.4M0.06%288,280CommonSOLE
88337F105ODP1THE ODP CORP$19.3M0.06%1,066,363CommonSOLE
600544100MLKNMILLERKNOLL INC$18.6M0.06%958,422CommonSOLE
65342K105NEXTNEXTDECADE CORP$17.1M0.06%1,923,380CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$17.0M0.06%74,969CommonSOLE
938824109WAFDWAFD INC$16.9M0.05%578,638CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$16.9M0.05%795,780CommonSOLE
042735100ARWARROW ELECTRS INC$16.8M0.05%131,487CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$16.1M0.05%1,070,070CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$15.8M0.05%281,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$15.6M0.05%85,760CommonSOLE
12662P108CVICVR ENERGY INC$15.5M0.05%577,480CommonSOLE
65290E101NXTNEXTRACKER INC$15.4M0.05%283,430CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$15.3M0.05%1,386,088CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$15.0M0.05%646,737CommonSOLE
806037107SCSCSCANSOURCE INC$14.9M0.05%357,246CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$14.9M0.05%674,990CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$14.7M0.05%1,476,130CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$14.7M0.05%257,870CommonSOLE
761624105REXREX AMERICAN RES CORP$14.6M0.05%300,353CommonSOLE
629209305NMIHNMI HLDGS INC$14.6M0.05%345,410CommonSOLE
69318G106PBFPBF ENERGY INC$14.5M0.05%670,156CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$14.3M0.05%276,173CommonSOLE
923451108VBTXVERITEX HLDGS INC$14.2M0.05%545,650CommonSOLE
500643200KFYKORN FERRY$14.2M0.05%193,824CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$14.2M0.05%4,599,220CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$14.1M0.05%339,130CommonSOLE
981475106WKCWORLD KINECT CORPORATION$14.0M0.05%493,891CommonSOLE
63938C108NAVINAVIENT CORPORATION$14.0M0.05%992,666CommonSOLE
88830R101TITNTITAN MACHY INC$13.9M0.05%702,770CommonSOLE
750236101RDNRADIAN GROUP INC$13.8M0.04%382,840CommonSOLE
95082P105WCCWESCO INTL INC$13.8M0.04%74,340CommonSOLE
591520200MEIMETHODE ELECTRS INC$13.7M0.04%1,443,210CommonSOLE
87484T108TALOTALOS ENERGY INC$13.7M0.04%1,610,580CommonSOLE
224441105CXTCRANE NXT CO$13.6M0.04%253,217CommonSOLE
117043109BCBRUNSWICK CORP$13.6M0.04%246,704CommonSOLE
314211103FHIFEDERATED HERMES INC$13.6M0.04%307,097CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$13.6M0.04%2,229,920CommonSOLE
06652K103BKUBANKUNITED INC$13.5M0.04%380,574CommonSOLE
731068102PIIPOLARIS INC$13.5M0.04%332,804CommonSOLE
410495204HAFCHANMI FINL CORP$13.5M0.04%547,609CommonSOLE
826917106SIGASIGA TECHNOLOGIES INC$13.5M0.04%2,067,760CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$13.5M0.04%1,654,470CommonSOLE
426927109XHCHERITAGE COMM CORP$13.5M0.04%1,355,840CommonSOLE
488401100KMPRKEMPER CORP$13.4M0.04%207,226CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$13.3M0.04%757,620CommonSOLE
43940T109HOPEHOPE BANCORP INC$13.3M0.04%1,240,488CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$13.3M0.04%73,170CommonSOLE
319383204BUSEFIRST BUSEY CORP$13.3M0.04%579,327CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$13.2M0.04%753,394CommonSOLE
553530106MSMMSC INDL DIRECT INC$13.2M0.04%155,121CommonSOLE
336901103SRCE1ST SOURCE CORP$13.2M0.04%211,887CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$13.1M0.04%467,784CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$13.1M0.04%461,586CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$13.1M0.04%434,154CommonSOLE
012348108AINALBANY INTL CORP$13.1M0.04%186,092CommonSOLE
G3198U102ESNTESSENT GROUP LTD$13.0M0.04%214,758CommonSOLE
825690100SSTKSHUTTERSTOCK INC$13.0M0.04%686,500CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$13.0M0.04%163,576CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$13.0M0.04%922,844CommonSOLE
950810101WSBCWESBANCO INC$13.0M0.04%409,818CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$12.8M0.04%1,255,410CommonSOLE
929566107WNCWABASH NATL CORP$12.8M0.04%1,199,469CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$12.7M0.04%604,452CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$12.7M0.04%147,150CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$12.7M0.04%418,720CommonSOLE
69349H107TXNMTXNM ENERGY INC$12.7M0.04%225,358CommonSOLE
901109108TPCTUTOR PERINI CORP$12.7M0.04%270,979CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$12.6M0.04%268,258CommonSOLE
371901109GNTXGENTEX CORP$12.6M0.04%574,196CommonSOLE
29249E109ACTENACT HLDGS INC$12.5M0.04%337,650CommonSOLE
410867105THGHANOVER INS GROUP INC$12.5M0.04%73,645CommonSOLE
628464109MYEMYERS INDS INC$12.5M0.04%862,560CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$12.5M0.04%658,814CommonSOLE
11373M107BB3BROOKLINE BANCORP INC DEL$12.4M0.04%1,178,474CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$12.3M0.04%6,869CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$12.3M0.04%164,970CommonSOLE
577933104MMSMAXIMUS INC$12.3M0.04%174,685CommonSOLE
91851C201EGYVAALCO ENERGY INC$12.3M0.04%3,396,890CommonSOLE
412822108HOGHARLEY DAVIDSON INC$12.2M0.04%518,442CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$12.2M0.04%1,420,295CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$12.2M0.04%537,810CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$12.2M0.04%779,990CommonSOLE
896215209TRSTRIMAS CORP$12.1M0.04%424,550CommonSOLE
940610108WASHWASHINGTON TR BANCORP INC$12.1M0.04%427,210CommonSOLE
74967R106RMRRMR GROUP INC$12.1M0.04%737,090CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$12.0M0.04%758,430CommonSOLE
097023204BA 6 10/15/27BOEING CO$12.0M0.04%176,322CommonSOLE
58844R108MBINMERCHANTS BANCORP IND$12.0M0.04%362,520CommonSOLE
268948106EGBNEAGLE BANCORP INC MD$11.9M0.04%612,170CommonSOLE
343873105FFICFLUSHING FINL CORP$11.9M0.04%998,238CommonSOLE
12621E103CNOCNO FINL GROUP INC$11.8M0.04%306,373CommonSOLE
M5425M103INMDINMODE LTD$11.8M0.04%817,920CommonSOLE
5168062058LP1VITAL ENERGY INC$11.8M0.04%732,840CommonSOLE
835495102SONSONOCO PRODS CO$11.8M0.04%270,408CommonSOLE
784305104HTOH2O AMERICA$11.7M0.04%225,490CommonSOLE
G39108108GTESGATES INDL CORP PLC$11.7M0.04%508,240CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$11.6M0.04%183,030CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$11.6M0.04%1,438,430CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$11.6M0.04%1,095,202CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.5M0.04%125,970CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$11.4M0.04%422,254CommonSOLE
4315711089HIHILLENBRAND INC$11.4M0.04%568,182CommonSOLE
736508847PORPORTLAND GEN ELEC CO$11.4M0.04%280,652CommonSOLE
25960R105PLOWDOUGLAS DYNAMICS INC$11.4M0.04%386,400CommonSOLE
885160101THOTHOR INDS INC$11.4M0.04%127,940CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$11.4M0.04%165,365CommonSOLE
493732101KFRCKFORCE INC$11.3M0.04%273,771CommonSOLE
84857L101SRSPIRE INC$11.3M0.04%154,139CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$11.2M0.04%245,850CommonSOLE
92839U206VCVISTEON CORP$11.2M0.04%120,329CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$11.2M0.04%348,880CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$10.9M0.04%275,580CommonSOLE
552848103MTGMGIC INVT CORP WIS$10.9M0.04%392,550CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$10.9M0.04%211,979CommonSOLE
047649108ATKRATKORE INC$10.7M0.03%152,300CommonSOLE
518613203LAURLAUREATE EDUCATION INC$10.7M0.03%459,460CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$10.7M0.03%234,661CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$10.7M0.03%65,870CommonSOLE
294268107PLUSEPLUS INC$10.7M0.03%148,064CommonSOLE
898349204TRSTTRUSTCO BK CORP N Y$10.6M0.03%318,372CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$10.6M0.03%926,791CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$10.6M0.03%521,190CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$10.5M0.03%405,360CommonSOLE
535555106LNNLINDSAY CORP$10.5M0.03%72,670CommonSOLE
00676P107ADEAADEIA INC$10.4M0.03%736,640CommonSOLE
92942W107KLGWK KELLOGG CO$10.4M0.03%652,810CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$10.4M0.03%1,740,090CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$10.2M0.03%162,520CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$10.2M0.03%338,330CommonSOLE
959802109WUWESTERN UN CO$10.2M0.03%1,206,242CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$10.1M0.03%116,420CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$10.0M0.03%356,510CommonSOLE
827048109SLGNSILGAN HLDGS INC$10.0M0.03%184,252CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$10.0M0.03%181,170CommonSOLE
880345103TNCTENNANT CO$10.0M0.03%128,740CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$9.9M0.03%344,070CommonSOLE
68621T102OBKORIGIN BANCORP INC$9.9M0.03%276,360CommonSOLE
317585404FISIFINANCIAL INSTNS INC$9.9M0.03%384,248CommonSOLE
691497309OXMOXFORD INDS INC$9.8M0.03%244,675CommonSOLE
45778Q107NSPINSPERITY INC$9.8M0.03%163,208CommonSOLE
440407104HBNCHORIZON BANCORP INC$9.8M0.03%636,080CommonSOLE
63945M107NBBKNB BANCORP INC$9.8M0.03%546,510CommonSOLE
858155203GJBSTEELCASE INC$9.7M0.03%932,240CommonSOLE
896095106TCBKTRICO BANCSHARES$9.7M0.03%239,820CommonSOLE
433323102HIFSHINGHAM INSTN SVGS MASS$9.7M0.03%38,970CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$9.7M0.03%1,263,260CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$9.7M0.03%324,348CommonSOLE
729132100PLXSPLEXUS CORP$9.7M0.03%71,427CommonSOLE
87901J105TGNATEGNA INC$9.6M0.03%571,680CommonSOLE
24869P104DENNDENNYS CORP$9.5M0.03%2,316,990CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$9.5M0.03%21,688CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$9.5M0.03%1,465,680CommonSOLE
87265H109T86TRI POINTE HOMES INC$9.5M0.03%296,020CommonSOLE
919794107VLYVALLEY NATL BANCORP$9.4M0.03%1,054,938CommonSOLE
084680107BBTBERKSHIRE HILLS BANCORP INC$9.4M0.03%375,000CommonSOLE
000957100ABMABM INDS INC$9.4M0.03%198,678CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$9.3M0.03%398,672CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$9.3M0.03%791,630CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$9.3M0.03%328,810CommonSOLE
719405102PLABPHOTRONICS INC$9.3M0.03%492,430CommonSOLE
32026V104FFWMFIRST FNDTN INC$9.2M0.03%1,794,732CommonSOLE
447011107HUNHUNTSMAN CORP$9.1M0.03%873,046CommonSOLE
74319N100ACDCPROFRAC HLDG CORP$9.0M0.03%1,161,900CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$9.0M0.03%437,639CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$9.0M0.03%189,775CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$8.9M0.03%1,029,180CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$8.9M0.03%166,040CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$8.8M0.03%578,810CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$8.8M0.03%1,633,331CommonSOLE
678026105OISOIL STS INTL INC$8.7M0.03%1,625,190CommonSOLE
023576101AMTBAMERANT BANCORP INC$8.7M0.03%475,560CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$8.7M0.03%133,100CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$8.7M0.03%136,950CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$8.6M0.03%25,629CommonSOLE
254543101DIODDIODES INC$8.6M0.03%162,921CommonSOLE
034164103ANDEANDERSONS INC$8.6M0.03%232,720CommonSOLE
689648103OTTROTTER TAIL CORP$8.5M0.03%110,665CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$8.5M0.03%98,290CommonSOLE
89785X101TBITRUEBLUE INC$8.5M0.03%1,307,990CommonSOLE
68280L101ONEWONEWATER MARINE INC$8.5M0.03%632,150CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$8.4M0.03%735,646CommonSOLE
095306106BLBDBLUE BIRD CORP$8.4M0.03%195,550CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$8.4M0.03%163,080CommonSOLE
749660106RESRPC INC$8.4M0.03%1,780,760CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$8.4M0.03%365,920CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$8.3M0.03%801,090CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$8.3M0.03%430,090CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$8.3M0.03%203,540CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$8.1M0.03%175,280CommonSOLE
29977A105EVREVERCORE INC$8.1M0.03%29,970CommonSOLE
498894104KNFKNIFE RIVER CORP$8.1M0.03%98,840CommonSOLE
801056102SANMSANMINA CORPORATION$7.9M0.03%80,566CommonSOLE
465741106ITRIITRON INC$7.8M0.03%59,595CommonSOLE
671044105OSISOSI SYSTEMS INC$7.8M0.03%34,700CommonSOLE
G4388N106HELEHELEN OF TROY LTD$7.7M0.03%273,020CommonSOLE
149150104CATYCATHAY GEN BANCORP$7.6M0.02%166,699CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$7.5M0.02%744,550CommonSOLE
320218100THFFFIRST FINANCIAL CORPORATION$7.4M0.02%136,747CommonSOLE
524660107LEGLEGGETT & PLATT INC$7.4M0.02%830,140CommonSOLE
03763A207ASTHASTRANA HEALTH INC$7.3M0.02%292,440CommonSOLE
489170100KMTKENNAMETAL INC$7.3M0.02%316,150CommonSOLE
567908108HZOMARINEMAX INC$7.2M0.02%287,520CommonSOLE
02005N100ALLYALLY FINL INC$7.2M0.02%185,236CommonSOLE
479167108JOUTJOHNSON OUTDOORS INC$7.2M0.02%237,280CommonSOLE
45688C107NGVTINGEVITY CORP$7.2M0.02%166,560CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$7.2M0.02%366,800CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$7.2M0.02%76,708CommonSOLE
46005L101IMXIINTERNATIONAL MNY EXPRESS IN$7.1M0.02%708,470CommonSOLE
534187109LNCLINCOLN NATL CORP IND$7.0M0.02%203,430CommonSOLE
45774W108IIININSTEEL INDS INC$7.0M0.02%188,320CommonSOLE
890110109TMPTOMPKINS FINL CORP$7.0M0.02%111,065CommonSOLE
47580P103JELDJELD-WEN HLDG INC$6.9M0.02%1,770,830CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$6.9M0.02%159,390CommonSOLE
390905107GSBCGREAT SOUTHN BANCORP INC$6.9M0.02%117,660CommonSOLE
556269108SHOOMADDEN STEVEN LTD$6.9M0.02%288,076CommonSOLE
928881101VNTVONTIER CORPORATION$6.9M0.02%186,310CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$6.8M0.02%108,791CommonSOLE
30069T101EEEXCELERATE ENERGY INC$6.8M0.02%233,270CommonSOLE
587376104MBWMMERCANTILE BK CORP$6.8M0.02%147,340CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$6.8M0.02%618,990CommonSOLE
42722X106HFWAHERITAGE FINL CORP WASH$6.8M0.02%283,970CommonSOLE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$6.7M0.02%1,335,237CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$6.7M0.02%184,760CommonSOLE
127203107WHDCACTUS INC$6.7M0.02%153,940CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$6.7M0.02%37,004CommonSOLE
00773T101ASIXADVANSIX INC$6.7M0.02%281,880CommonSOLE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$6.7M0.02%112,000CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$6.7M0.02%125,694CommonSOLE
014752109ALXALEXANDERS INC$6.6M0.02%29,450CommonSOLE
743713109PRLBPROTO LABS INC$6.6M0.02%165,520CommonSOLE
133034108CACCAMDEN NATL CORP$6.6M0.02%162,836CommonSOLE
03762U105ARIAPOLLO COML REAL EST FIN INC$6.6M0.02%677,940CommonSOLE
25264R207BVEDIAMOND HILL INVT GROUP INC$6.6M0.02%45,145CommonSOLE
843380106SMBCSOUTHERN MO BANCORP INC$6.5M0.02%119,190CommonSOLE
126128107CCNECNB FINL CORP PA$6.4M0.02%281,880CommonSOLE
71880K101PHINPHINIA INC$6.4M0.02%144,790CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$6.4M0.02%223,310CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$6.4M0.02%73,363CommonSOLE
70509V704PEB 6.3 PERP FPEBBLEBROOK HOTEL TR$6.4M0.02%363,585CommonSOLE
917488108UTMDUTAH MED PRODS INC$6.4M0.02%111,950CommonSOLE
55305B101MHOM/I HOMES INC$6.4M0.02%56,715CommonSOLE
693656100PVHPVH CORPORATION$6.4M0.02%92,650CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$6.3M0.02%262,220CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$6.3M0.02%414,600CommonSOLE
904708104UNFUNIFIRST CORP MASS$6.2M0.02%33,185CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$6.2M0.02%176,540CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$6.2M0.02%25,992CommonSOLE
747301109QUADQUAD / GRAPHICS INC$6.2M0.02%1,094,360CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$6.2M0.02%578,704CommonNONE
52472M101LEGHLEGACY HOUSING CORP$6.1M0.02%270,490CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$6.1M0.02%353,820CommonSOLE
04013V108ACREARES COML REAL ESTATE CORP$6.1M0.02%1,278,840CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$5.9M0.02%192,750CommonSOLE
25432X102DCOMDIME CMNTY BANCSHARES INC$5.9M0.02%219,530CommonSOLE
127055101CBTCABOT CORP$5.9M0.02%78,811CommonSOLE
45768S105IOSPINNOSPEC INC$5.9M0.02%70,235CommonSOLE
48666K109KBHKB HOME$5.9M0.02%111,276CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$5.8M0.02%667,580CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$5.8M0.02%41,880CommonSOLE
913259107UTLUNITIL CORP$5.7M0.02%108,600CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$5.7M0.02%86,610CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$5.6M0.02%50,050CommonSOLE
023139884OSGAMBAC FINL GROUP INC$5.6M0.02%793,500CommonSOLE
024013104AATAMERICAN ASSETS TR INC$5.6M0.02%281,140CommonSOLE
00810F106ASLEAERSALE CORPORATION$5.4M0.02%902,720CommonSOLE
08579X101BRYBERRY CORP$5.4M0.02%1,939,140CommonSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$5.4M0.02%890,820CommonSOLE
963320106WHRWHIRLPOOL CORP$5.4M0.02%52,800CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$5.3M0.02%236,960CommonSOLE
21867A105CLBCORE LABORATORIES INC$5.3M0.02%457,870CommonSOLE
156504300CCSCENTURY CMNTYS INC$5.2M0.02%92,800CommonSOLE
F21107101CSTMCONSTELLIUM SE$5.1M0.02%384,370CommonSOLE
50187T106LGIHLGI HOMES INC$5.1M0.02%98,930CommonSOLE
7495271071RGREV GROUP INC$5.1M0.02%106,670CommonSOLE
871332102SLVMSYLVAMO CORP$5.0M0.02%100,290CommonSOLE
G4412G101HLFHERBALIFE LTD$5.0M0.02%581,910CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$5.0M0.02%98,550CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$4.9M0.02%244,270CommonSOLE
665859104NTRSNORTHERN TR CORP$4.8M0.02%38,220CommonSOLE
146229109CRICARTERS INC$4.8M0.02%160,150CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$4.7M0.02%201,540CommonSOLE
637372202NRCNATIONAL RESH CORP$4.6M0.01%270,950CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$4.5M0.01%92,580CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$4.5M0.01%231,590CommonSOLE
108621103BWBBRIDGEWATER BANCSHARES INC$4.5M0.01%280,679CommonSOLE
200340107CMACOMERICA INC$4.2M0.01%71,236CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$4.2M0.01%1,811,840CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$4.1M0.01%137,500CommonSOLE
05366Y201AVNWAVIAT NETWORKS INC$4.1M0.01%170,570CommonSOLE
580589109MGRCMCGRATH RENTCORP$4.0M0.01%34,650CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$4.0M0.01%188,724CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$4.0M0.01%40,743CommonSOLE
320557101INBKFIRST INTERNET BANCORP$3.9M0.01%146,765CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$3.9M0.01%169,190CommonSOLE
589400100MCYMERCURY GENL CORP NEW$3.9M0.01%57,780CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$3.8M0.01%114,160CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$3.8M0.01%325,480CommonSOLE
458334109IPARINTERPARFUMS INC$3.8M0.01%28,620CommonSOLE
43689E107HBCPHOME BANCORP INC$3.8M0.01%72,507CommonSOLE
350060109FSTRFOSTER L B CO$3.8M0.01%171,600CommonSOLE
69318J100CNXNPC CONNECTION INC$3.7M0.01%57,000CommonSOLE
825107105SHBISHORE BANCSHARES INC$3.7M0.01%237,894CommonSOLE
320866106FMBHFIRST MID ILL BANCSHARES INC$3.7M0.01%98,620CommonSOLE
146103106CARECARTER BANKSHARES INC$3.7M0.01%213,020CommonSOLE
68389X105ORCLORACLE CORP$3.7M0.01%16,800CommonNONE
910340108UFCSUNITED FIRE GROUP INC$3.6M0.01%127,020CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$3.6M0.01%106,290CommonSOLE
82620P102BSRRSIERRA BANCORP$3.6M0.01%121,612CommonSOLE
38741L107GPMTGRANITE PT MTG TR INC$3.6M0.01%1,443,837CommonSOLE
077454106BDCBELDEN INC$3.6M0.01%30,785CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$3.5M0.01%27,880CommonSOLE
84252A106BCALCALIFORNIA BANCORP$3.5M0.01%222,890CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$3.5M0.01%91,358CommonSOLE
07272M107BCMLBAYCOM CORP$3.5M0.01%125,840CommonSOLE
74930B105RBBRBB BANCORP$3.5M0.01%202,345CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.5M0.01%28,200CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$3.4M0.01%95,380CommonSOLE
59540G107MPBMID PENN BANCORP INC$3.4M0.01%121,850CommonSOLE
063425102BMRCBANK MARIN BANCORP$3.4M0.01%147,450CommonSOLE
18270D106CMTGCLAROS MTG TR INC$3.3M0.01%1,173,290CommonSOLE
002474104AZZAZZ INC$3.3M0.01%35,370CommonSOLE
66405S100NBNNORTHEAST BK PORTLAND ME$3.3M0.01%37,259CommonSOLE
711040105PFISPEOPLES FINL SVCS CORP$3.3M0.01%66,990CommonSOLE
43785V102MCHBHOMESTREET INC$3.3M0.01%252,770CommonSOLE
458665304TILEINTERFACE INC$3.3M0.01%155,490CommonSOLE
042744102AROWARROW FINL CORP$3.2M0.01%122,030CommonSOLE
29103W104EEXEMERALD HOLDING INC$3.2M0.01%660,886CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$3.2M0.01%29,760CommonSOLE
293389102EBFENNIS INC$3.2M0.01%173,680CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$3.1M0.01%140,750CommonSOLE
573075108MRTNMARTEN TRANS LTD$3.1M0.01%242,070CommonSOLE
104674106BRCBRADY CORP$3.1M0.01%45,790CommonSOLE
353469109FCFRANKLIN COVEY CO$3.0M0.01%130,290CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$3.0M0.01%98,650CommonSOLE
629377508NRGNRG ENERGY INC$2.8M0.01%17,600CommonSOLE
346563109FORRFORRESTER RESH INC$2.7M0.01%277,730CommonSOLE
716382106PETSPETMED EXPRESS INC$2.7M0.01%826,903CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$2.5M0.01%645,420CommonSOLE
443787205STRRHUDSON GLOBAL INC$2.5M0.01%293,525CommonSOLE
001084102AGCOAGCO CORP$2.4M0.01%22,920CommonSOLE
493267108KEYKEYCORP$2.2M0.01%129,040CommonSOLE
628778102NBTBNBT BANCORP INC$2.2M0.01%53,669CommonSOLE
309627107FMNBFARMERS NATIONAL BANC CORP$2.1M0.01%154,507CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.9M0.01%108,700CommonSOLE
406216101HALHALLIBURTON CO$1.7M0.01%85,572CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$1.7M0.01%1,140,624CommonSOLE
46432F396MTUMISHARES TR$1.6M0.01%6,500PUTSOLE
33830T103FSBCFIVE STAR BANCORP$1.4M0.00%49,540CommonSOLE
143658300CCL1EURCARNIVAL CORP$596,1440.00%21,200CommonSOLE
05964H105SANBANCO SANTANDER S.A.$495,3440.00%59,680CommonSOLE
617446448MSMORGAN STANLEY$436,6660.00%3,100CommonSOLE
464287432TLTISHARES TR$423,6000.00%4,800CommonSOLE
86183P102SRISTONERIDGE INC$102,0800.00%14,500CommonSOLE

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.