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Cornerstone Investment Partners, LLC

Q3 2023 · 13F-HR

Cornerstone Investment Partners, LLCholdings as filed

Filed 2023-11-13 · accession 0001328062-23-000007

$1.60B
Reported value
199
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBroadcom Limited$87.8M5.48%105,658CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$77.4M4.83%591,197CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$64.5M4.03%127,958CommonSOLE
337738108FISVFiserv Inc.$63.4M3.96%561,468CommonSOLE
H1467J104CBChubb Limited$62.9M3.93%302,044CommonSOLE
036752103ELVElevance Health, Inc.$62.1M3.87%142,524CommonSOLE
053332102AZOAutoZone Inc.$60.8M3.80%23,955CommonSOLE
03073E105CORCencora Inc.$60.4M3.77%335,855CommonSOLE
40412C101HCAHCA Healthcare, Inc.$59.0M3.68%239,874CommonSOLE
595112103MUMicron Technology Inc$58.9M3.68%865,383CommonSOLE
46625H100JPMJPMorgan Chase & Co$58.9M3.68%405,935CommonSOLE
30303M102METAMeta Platforms, Inc.$55.2M3.45%183,865CommonSOLE
478160104JNJJohnson & Johnson$54.5M3.40%349,878CommonSOLE
25278X109FANGDiamondback Energy, Inc.$52.4M3.27%338,273CommonSOLE
166764100CVXChevron Corp$50.8M3.17%301,522CommonSOLE
92826C839VVISA Inc.$50.6M3.16%219,937CommonSOLE
78467J100SSNCSS&C Technologies Hldgs Inc.$49.7M3.10%946,210CommonSOLE
89417E109TRVThe Travelers Companies$44.7M2.79%273,814CommonSOLE
854502101SWKStanley Black & Decker, Inc.$40.8M2.55%487,737CommonSOLE
025816109AXPAmerican Express Co.$37.7M2.36%252,984CommonSOLE
594918104MSFTMicrosoft Corporation$37.1M2.32%117,543CommonSOLE
339041105FLT1EURFLEETCOR Technologies, Inc.$34.3M2.14%134,382CommonSOLE
743315103PGRProgressive Corp.$33.4M2.09%240,112CommonSOLE
418056107HASHasbro Inc.$32.4M2.02%489,231CommonSOLE
482480100KLACKLA Corporation$32.1M2.00%69,972CommonSOLE
285512109EAElectronic Arts Inc.$32.0M2.00%265,643CommonSOLE
902494103TSNTyson Foods Inc$30.3M1.89%600,841CommonSOLE
921937835BNDVanguard Total Bd Mkt ETF$30.1M1.88%431,649CommonSOLE
655844108NSCNorfolk Southern Corp$29.5M1.84%149,658CommonSOLE
12514G108CDWCDW Corporation$28.1M1.76%139,362CommonSOLE
256677105DGDollar General Corp.$23.7M1.48%224,461CommonSOLE
921937827BSVVanguard Short-Term Bond$21.1M1.32%280,623CommonSOLE
78468R663BILSPDR Barclays 1-3 Month T-Bill$13.0M0.81%141,598CommonSOLE
20825C104COPConocoPhillips$2.4M0.15%20,110CommonSOLE
911312106UPSUnited Parcel Service Inc.$2.2M0.14%14,249CommonSOLE
60786M105MCMoelis & Company$2.0M0.13%44,570CommonSOLE
127097103CTRACoterra Energy$1.9M0.12%69,578CommonSOLE
29977A105EVREvercore Partners, Inc.$1.8M0.11%12,938CommonSOLE
G7997R103STXSeagate Technology$1.8M0.11%26,829CommonSOLE
12572Q105CMECME Group Inc.$1.8M0.11%8,760CommonSOLE
031162100AMGNAmgen Inc.$1.7M0.10%6,238CommonSOLE
747525103QCOMQualcomm Inc.$1.6M0.10%14,768CommonSOLE
13462K109CWHCamping World Holdings, Inc.$1.6M0.10%77,487CommonSOLE
907818108UNPUnion Pacific Corp.$1.6M0.10%7,665CommonSOLE
231021106CMICummins Inc.$1.5M0.10%6,753CommonSOLE
500754106KHCThe Kraft Heinz Company$1.5M0.10%45,485CommonSOLE
68268W103OMFOneMain Holdings, Inc.$1.5M0.09%37,848CommonSOLE
553530106MSMMSC Industrial Direct Co.$1.4M0.09%14,646CommonSOLE
681936100OHIOmega Healthcare Investors$1.2M0.08%36,668CommonSOLE
74144T108TROWT Rowe Price Group Inc$1.2M0.07%11,099CommonSOLE
099502106BAHBooz Allen Hamilton cl A$980,3700.06%8,972CommonSOLE
464288414MUBiShares S&P Natl AMT-Fr Mun$816,8340.05%7,966CommonSOLE
00187Y100APGAPI Group Corp.$741,2610.05%28,587CommonSOLE
01877R108ARLPAlliance Resource Partner$677,5670.04%30,074CommonSOLE
110122108BMYBristol-Myers Squibb Co.$661,4820.04%11,397CommonSOLE
71424F105PRPermian Resources Corp.$652,9090.04%46,770CommonSOLE
29084Q100EMEEMCOR Group Inc.$643,7930.04%3,060CommonSOLE
683344105ONTOOnto Innovation Inc.$636,5800.04%4,992CommonSOLE
38141G104GSGoldman Sachs Group Inc$624,4900.04%1,930CommonSOLE
199908104FIXComfort Systems USA$623,1890.04%3,657CommonSOLE
501889208LKQLKQ Corporation$584,7630.04%11,811CommonSOLE
5168062058LP1Vital Energy, Inc.$567,7220.04%10,244CommonSOLE
96208T104WEXWEX Inc.$567,0910.04%3,015CommonSOLE
78469C103SPUSDSP Plus Corporation$563,5930.04%15,612CommonSOLE
78454L100SMSM Energy Company$552,4040.03%13,932CommonSOLE
171779309CIENCiena Corporation$534,1800.03%11,303CommonSOLE
60855R100MOHMolina Healthcare, Inc.$513,8040.03%1,567CommonSOLE
896288107TNETTriNet Group, Inc.$504,7080.03%4,333CommonSOLE
Y62132108NVGSNavigator Holdings Ltd.$496,1830.03%33,594CommonSOLE
874054109TTWOTake-Two Interactive Software$475,2200.03%3,385CommonSOLE
57667L107MTCHMatch Group, Inc.$473,5470.03%12,088CommonSOLE
861896108SNEXStoneX Group Inc.$460,5640.03%4,752CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$453,4330.03%5,875CommonSOLE
93148P102WDWalker & Dunlop, Inc.$453,3090.03%6,106CommonSOLE
29275Y102ENSEnerSys Inc$448,5460.03%4,738CommonSOLE
298736109EEFTEuronet Worldwide Inc$448,2590.03%5,647CommonSOLE
93627C101HCCWarrior Met Coal, Llc$446,0310.03%8,732CommonSOLE
011311107ALGAlamo Group Inc.$444,9420.03%2,574CommonSOLE
62955J103NOVNational Oilwell Varco Inc$439,6110.03%21,034CommonSOLE
912008109USFDUS Foods Holding$427,7280.03%10,774CommonSOLE
04621X108AIZAssurant, Inc.$425,5710.03%2,964CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$420,5790.03%9,145CommonSOLE
55405W104MYRGMYR Group, Inc.$408,9970.03%3,035CommonSOLE
860630102SFStifel Financial Corp$405,4430.03%6,599CommonSOLE
008252108AMGAffiliated Managers Group$404,1840.03%3,101CommonSOLE
070830104BBWIBath & Body Works, Inc.$396,6770.02%11,736CommonSOLE
89400J107TRUTransUnion$388,6710.02%5,414CommonSOLE
33829M101FIVEFive Below, Inc.$375,7020.02%2,335CommonSOLE
464288158SUBiShares S&P Sh Tm Nat AMT-Free$372,5590.02%3,622CommonSOLE
127190304CACICACI International, Inc.$371,3790.02%1,183CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$369,6970.02%5,180CommonSOLE
830566105SKAASkechers U.S.A. Inc.$360,5170.02%7,365CommonSOLE
50212V100LPLALPL Financial Holdings Inc.$356,9500.02%1,502CommonSOLE
375916103GILGildan Activewear Inc.$350,8250.02%12,525CommonSOLE
65336K103NXSTNexstar Media Group, Inc. Cl A$326,4530.02%2,277CommonSOLE
231561101CWCurtiss-Wright Corp.$324,9410.02%1,661CommonSOLE
98980F104GTMZoominfo Technologies Inc$324,4410.02%19,783CommonSOLE
607828100MODModine Manufacturing Co$322,1260.02%7,041CommonSOLE
848574109S9QSpirit Aerosystems Holdings$308,2090.02%19,096CommonSOLE
552848103MTGMGIC Investment Corp.$307,0130.02%18,395CommonSOLE
30212P303EXPEExpedia, Inc.$305,6030.02%2,965CommonSOLE
G7T16G103S3PSapiens International$303,4900.02%10,675CommonSOLE
882681109TXRHTexas Roadhouse Inc.$301,7540.02%3,140CommonSOLE
55306N104MKSIMKS Instruments Inc.$300,6400.02%3,474CommonSOLE
G8766E109TGHEURTextainer Group Hldgs Ltd.$296,3610.02%7,956CommonSOLE
M6158M104ITRNIturan Location and Control$293,3490.02%9,811CommonSOLE
073685109BECNUSDBeacon Roofing Supply, Inc.$286,7640.02%3,716CommonSOLE
92763M105Viper Energy Partners LP$282,0340.02%10,116CommonSOLE
55024U109LITELumentum Holdings Inc.$280,9290.02%6,218CommonSOLE
26210C104DBXDropbox, Inc.$279,5430.02%10,266CommonSOLE
127203107WHDCactus, Inc.$275,4520.02%5,486CommonSOLE
M20791105CAMTCamtek Ltd.$271,8270.02%4,366CommonSOLE
392709101GRBKGreen Brick Partners, Inc.$266,4110.02%6,418CommonSOLE
87265H109T86Tri Pointe Group, Inc.$263,4080.02%9,631CommonSOLE
98585X104YETIYETI Holdings Inc.$263,0400.02%5,455CommonSOLE
04206A101ARLOArlo Technologies Inc.$262,9900.02%25,533CommonSOLE
03937C105ARCBArcBest Corporation$261,2410.02%2,570CommonSOLE
55303J106MGPIMGP Ingredients Inc$260,4300.02%2,469CommonSOLE
M7516K103NVMINova Measuring Instrmts.$259,3990.02%2,307CommonSOLE
806407102HSICHenry Schein, Inc.$258,5390.02%3,482CommonSOLE
22266M104COURCoursera Inc$251,6610.02%13,465CommonSOLE
07556Q881BZHBeazer Homes USA$245,5880.02%9,859CommonSOLE
44925C103ICFIICF International, Inc.$244,5190.02%2,024CommonSOLE
45867G101IDCCInterDigital, Inc.$240,2390.01%2,994CommonSOLE
753422104RPDRapid7, Inc.$237,1400.01%5,180CommonSOLE
91531W106TIGRUP Fintech Holding Ltd ADR$234,1430.01%45,731CommonSOLE
929042109VNOVornado Realty Trust$232,1750.01%10,237CommonSOLE
Y8565N300TNKTeekay Tankers cl A$231,5460.01%5,562CommonSOLE
03062T105CRMTAmericas Car-Mart Inc.$231,1150.01%2,540CommonSOLE
Y7542C130STNGScorpio Tankers Inc.$229,5230.01%4,241CommonSOLE
00108J109ACMRACM Research, Inc. Class A$228,0690.01%12,597CommonSOLE
527064109Leslie's, Inc.$224,4080.01%39,648CommonSOLE
00912X302ALAir Lease Corp cl A$224,2430.01%5,690CommonSOLE
75960P104RELYRemitly Global, Inc.$217,3460.01%8,618CommonSOLE
M78673114PERIPerion Network, Ltd.$212,2350.01%6,929CommonSOLE
81619Q105SEMSelect Medical Holdings Corp$212,2170.01%8,398CommonSOLE
77936F103Rover Group, Inc.$211,2310.01%33,743CommonSOLE
830879102SKYWSkyWest Inc.$210,7900.01%5,026CommonSOLE
084423102WRBW. R. Berkley Corporation$210,6600.01%3,318CommonSOLE
609027107MCRIMonarch Casino & Resort$209,4010.01%3,372CommonSOLE
446413106HIIHuntington Ingalls Industries$206,2170.01%1,008CommonSOLE
09739D100BCCBoise Cascade LLC$205,9770.01%1,999CommonSOLE
57686G105MATXMatson, Inc.$203,8790.01%2,298CommonSOLE
G81276100SIGSignet Jewelers Limited$202,2890.01%2,817CommonSOLE
808625107SAICScience App Int'l Corp$201,7920.01%1,912CommonSOLE
7495271071RGREV Group, Inc.$201,2800.01%12,580CommonSOLE
91688F104UPWKUpwork Inc.$200,9130.01%17,686CommonSOLE
258278100DORMDorman Products, Inc.$200,8400.01%2,651CommonSOLE
053807103AVTAvnet Inc$200,3740.01%4,158CommonSOLE
26210V102DRVNDriven Brands Holdings, Inc.$197,5870.01%15,694CommonSOLE
98585N106YEXTYext, Inc.$194,1540.01%30,672CommonSOLE
21871N101CXWCorrections Corp of America$181,6760.01%16,149CommonSOLE
38046C109GOGOGogo Inc.$175,0730.01%14,675CommonSOLE
14575E105CARSCars.com Inc.$170,9600.01%10,140CommonSOLE
984017103XHRXenia Hotels & Resorts, Inc.$168,1830.01%14,277CommonSOLE
268158201DVAXDynavax Technologies Corp$166,4580.01%11,270CommonSOLE
29975E109EB4Eventbrite Inc. Cl A$165,5690.01%16,792CommonSOLE
P73684113OSWOneSpaWorld Holdings Ltd.$163,5320.01%14,575CommonSOLE
36257Y109GOTUGaotu Techedu Inc.$161,6090.01%58,554CommonSOLE
004239109AKRAcadia Realty Trust$161,4950.01%11,254CommonSOLE
08579X101BRYBerry Corporation$161,2530.01%19,665CommonSOLE
98421M106XRXXerox Corporation$161,2150.01%10,275CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd.$160,7350.01%10,540CommonSOLE
62878D100NABLN-able, Inc.$160,0250.01%12,405CommonSOLE
01626W101ALITAlight Inc.$159,0930.01%22,439CommonSOLE
9026851067WHUdemy, Inc. Common Stock$158,7640.01%16,712CommonSOLE
85208T107CXMSprinkler Inc$156,2540.01%11,290CommonSOLE
70509V100PEBPebblebrook Hotel Trust$155,2660.01%11,425CommonSOLE
48238T109OPLNOPENLANE, Inc.$154,1240.01%10,330CommonSOLE
Y2065G121DHTDHT Holdings, Inc.$152,5430.01%14,810CommonSOLE
235825205DANDana Incorporated$151,6880.01%10,340CommonSOLE
M97628107WalkMe Ltd.$151,6800.01%16,000CommonSOLE
72815G108MYPSPLAYSTUDIOS, Inc. Class A Comm$149,4120.01%46,985CommonSOLE
68554V108OSUROraSure Technologies Inc.$147,5740.01%24,886CommonSOLE
G0457F107ARCOArcos Dorados Holdings Cl A$147,1690.01%15,557CommonSOLE
376549101LANDGladstone Land Corp.$146,0710.01%10,265CommonSOLE
379378201GNLGlobal Net Lease Inc$143,4770.01%14,930CommonSOLE
87305R109TTMITTM Technologies, Inc.$142,0540.01%11,029CommonSOLE
70451X104PAYOPayoneer Global Inc.$141,5680.01%23,132CommonSOLE
03823U102AAOIApplied Optoelectronics, Inc.$139,9000.01%12,753CommonSOLE
720190206PDMPiedmont Office Realty Trust,$139,8540.01%24,885CommonSOLE
36472T109TDAYGannett Co., Inc.$139,5770.01%56,970CommonSOLE
18452B209CLSKCleanspark, Inc.$137,8270.01%36,175CommonSOLE
92719V100VMEO*Vimeo, Inc. Common Stock$129,2060.01%36,499CommonSOLE
64081V109NRDYNerdy, Inc. Class A$128,1680.01%34,640CommonSOLE
68134L109OLOGBXOlo Inc$128,0300.01%21,127CommonSOLE
42225T107HCATHealth Catalyst, Inc.$127,9070.01%12,639CommonSOLE
98423J101XPERXperi Inc.$126,8190.01%12,862CommonSOLE
G38644103GCTGigacloud Technology$126,1590.01%14,320CommonSOLE
126327105LAWCs Disco Inc$125,9740.01%18,972CommonSOLE
867892101SHOSunstone Hotel Investors Inc.$125,4210.01%13,414CommonSOLE
G85158106STNEStoneCo Ltd. Cl A$110,5730.01%10,363CommonSOLE
68243Q106FLWS1-800-Flowers.com cl A$108,8990.01%15,557CommonSOLE
577096100MTTR*Matterport, Inc.$107,2310.01%49,415CommonSOLE
85256A109STGWStagwell Inc.$97,2890.01%20,744CommonSOLE
46267X108IQIQIYI, INC.$95,4160.01%20,130CommonSOLE
81686C104628Semrush Holdings Inc$93,3900.01%10,987CommonSOLE
57667T100MTLSMaterialise NV ADS$83,9530.01%15,292CommonSOLE
536221104LEVEURLion Electric CO$63,4940.00%33,243CommonSOLE

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.