MondegarAI
Cornerstone Investment Partners, LLC

Q4 2024 · 13F-HR

Cornerstone Investment Partners, LLCholdings as filed

Filed 2025-02-06 · accession 0001328062-25-000002

$2.01B
Reported value
245
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBroadcom Limited$122.6M6.09%528,712CommonSOLE
30303M102METAMeta Platforms, Inc.$109.0M5.42%186,123CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$107.9M5.36%569,833CommonSOLE
337738108FISVFiserv Inc.$103.0M5.12%501,195CommonSOLE
92826C839VVISA Inc.$88.3M4.39%279,465CommonSOLE
219948106CPAYCorpay Inc.$79.7M3.96%235,513CommonSOLE
03073E105CORCencora Inc.$77.3M3.84%344,011CommonSOLE
H1467J104CBChubb Limited$77.1M3.83%279,067CommonSOLE
40412C101HCAHCA Healthcare, Inc.$72.4M3.60%241,163CommonSOLE
78467J100SSNCSS&C Technologies Hldgs Inc.$71.8M3.57%947,475CommonSOLE
594918104MSFTMicrosoft Corporation$69.4M3.45%164,768CommonSOLE
025816109AXPAmerican Express Co.$68.0M3.38%228,960CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$67.6M3.36%133,652CommonSOLE
595112103MUMicron Technology Inc$64.0M3.18%761,045CommonSOLE
053332102AZOAutoZone Inc.$62.1M3.09%19,403CommonSOLE
89417E109TRVThe Travelers Companies$59.1M2.94%245,195CommonSOLE
036752103ELVElevance Health, Inc.$56.2M2.79%152,210CommonSOLE
03769M106APOApollo Global Management, LLC$53.3M2.65%322,604CommonSOLE
58155Q103MCKMcKesson Corp$50.0M2.49%87,790CommonSOLE
874054109TTWOTake-Two Interactive Software$47.2M2.35%256,504CommonSOLE
25278X109FANGDiamondback Energy, Inc.$44.2M2.20%269,856CommonSOLE
46625H100JPMJPMorgan Chase & Co$43.3M2.15%180,669CommonSOLE
911363109URIUnited Rentals Inc.$42.7M2.12%60,658CommonSOLE
482480100KLACKLA Corporation$42.6M2.12%67,547CommonSOLE
655844108NSCNorfolk Southern Corp$42.2M2.10%179,943CommonSOLE
921937835BNDVanguard Total Bd Mkt ETF$38.7M1.92%537,951CommonSOLE
285512109EAElectronic Arts Inc.$36.2M1.80%247,311CommonSOLE
038222105AMATApplied Materials Inc.$35.0M1.74%214,983CommonSOLE
911312106UPSUnited Parcel Service Inc.$33.3M1.65%263,915CommonSOLE
256677105DGDollar General Corp.$32.5M1.61%428,383CommonSOLE
921937827BSVVanguard Short-Term Bond$25.2M1.25%325,809CommonSOLE
78468R663BILSPDR Barclays 1-3 Month T-Bill$17.7M0.88%194,124CommonSOLE
126408103CSXCSX Corporation$2.1M0.10%63,941CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$2.0M0.10%3,382CommonSOLE
464288414MUBiShares S&P Natl AMT-Fr Mun$1.1M0.06%10,570CommonSOLE
171779309CIENCiena Corporation$1.1M0.05%12,973CommonSOLE
29977A105EVREvercore Partners, Inc.$1.1M0.05%3,819CommonSOLE
912008109USFDUS Foods Holding$932,5000.05%13,823CommonSOLE
00187Y100APGAPI Group Corp.$928,8170.05%25,822CommonSOLE
89400J107TRUTransUnion$927,5640.05%10,005CommonSOLE
29084Q100EMEEMCOR Group Inc.$821,1050.04%1,809CommonSOLE
127190304CACICACI International, Inc.$814,9890.04%2,017CommonSOLE
199908104FIXComfort Systems USA$810,3790.04%1,911CommonSOLE
96208T104WEXWEX Inc.$801,5630.04%4,572CommonSOLE
747525103QCOMQualcomm Inc.$759,8050.04%4,946CommonSOLE
60786M105MCMoelis & Company$750,1780.04%10,154CommonSOLE
71424F105PRPermian Resources Corp.$732,5600.04%50,943CommonSOLE
860630102SFStifel Financial Corp$715,1910.04%6,742CommonSOLE
93148P102WDWalker & Dunlop, Inc.$678,8170.03%6,983CommonSOLE
830566105SKAASkechers U.S.A. Inc.$673,9470.03%10,023CommonSOLE
896288107TNETTriNet Group, Inc.$665,0720.03%7,327CommonSOLE
683344105ONTOOnto Innovation Inc.$610,5120.03%3,663CommonSOLE
298736109EEFTEuronet Worldwide Inc$603,4650.03%5,868CommonSOLE
78351F107RYANRyan Specialty Holdings, Inc$597,3940.03%9,311CommonSOLE
258278100DORMDorman Products, Inc.$593,7280.03%4,583CommonSOLE
74164F103PRIMPrimoris Services Corporation$591,1830.03%7,738CommonSOLE
084423102WRBW. R. Berkley Corporation$587,6580.03%10,042CommonSOLE
55024U109LITELumentum Holdings Inc.$576,5690.03%6,868CommonSOLE
008252108AMGAffiliated Managers Group$575,2860.03%3,111CommonSOLE
60855R100MOHMolina Healthcare, Inc.$564,6370.03%1,940CommonSOLE
45867G101IDCCInterDigital, Inc.$553,8450.03%2,859CommonSOLE
127203107WHDCactus, Inc.$538,9550.03%9,235CommonSOLE
57667L107MTCHMatch Group, Inc.$519,7290.03%15,889CommonSOLE
55306N104MKSIMKS Instruments Inc.$517,1480.03%4,954CommonSOLE
92511U102VRRMVerra Mobility Corporation$503,3790.03%20,818CommonSOLE
418056107HASHasbro Inc.$503,0780.03%8,998CommonSOLE
65336K103NXSTNexstar Media Group, Inc. Cl A$500,9230.02%3,171CommonSOLE
33829M101FIVEFive Below, Inc.$496,6710.02%4,732CommonSOLE
739128106POWLPowell Industries Inc.$487,6300.02%2,200CommonSOLE
171484108CHDNChurchill Downs Incorporated$484,6170.02%3,629CommonSOLE
011311107ALGAlamo Group Inc.$484,4810.02%2,606CommonSOLE
073685109BECNUSDBeacon Roofing Supply, Inc.$480,4730.02%4,730CommonSOLE
830879102SKYWSkyWest Inc.$480,3240.02%4,797CommonSOLE
070830104BBWIBath & Body Works, Inc.$474,8550.02%12,248CommonSOLE
927959106VNOMUSDViper Energy Partners LP$473,8200.02%9,656CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$470,1600.02%5,262CommonSOLE
01626W101ALITAlight Inc.$468,2970.02%67,673CommonSOLE
464288158SUBiShares S&P Sh Tm Nat AMT-Free$467,1710.02%4,429CommonSOLE
501889208LKQLKQ Corporation$454,5240.02%12,368CommonSOLE
93627C101HCCWarrior Met Coal, Llc$452,0900.02%8,335CommonSOLE
880770102TERTeradyne Inc.$448,0230.02%3,558CommonSOLE
861896108SNEXStoneX Group Inc.$446,7430.02%4,560CommonSOLE
G7T16G103S3PSapiens International$413,8790.02%15,403CommonSOLE
49714P108KNSLKinsale Capital Group, Inc.$405,1280.02%871CommonSOLE
882681109TXRHTexas Roadhouse Inc.$389,5480.02%2,159CommonSOLE
922417100VECOVeeco Instruments Inc.$387,0190.02%14,441CommonSOLE
Y62132108NVGSNavigator Holdings Ltd.$384,2870.02%25,035CommonSOLE
86333M108LRNStride, Inc.$371,2380.02%3,572CommonSOLE
782011100RSIRush Street Interactive, Inc. Class A$370,8240.02%27,028CommonSOLE
013091103ACIAlbertsons Companies, Inc. Class A$361,5530.02%18,409CommonSOLE
159864107CRLCharles River Laboratories International, Inc.$358,1240.02%1,940CommonSOLE
392709101GRBKGreen Brick Partners, Inc.$346,0580.02%6,126CommonSOLE
637870106NSANational Storage Affiliates Trust$343,3890.02%9,058CommonSOLE
01644J108ALKTAlkami Technology Inc$334,8880.02%9,130CommonSOLE
87265H109T86Tri Pointe Group, Inc.$333,2660.02%9,191CommonSOLE
819047101SHAKShake Shack Inc. Class A$327,7450.02%2,525CommonSOLE
231561101CWCurtiss-Wright Corp.$325,7710.02%918CommonSOLE
911163103UNFIUnited Natural Foods Inc.$325,0980.02%11,904CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$324,1450.02%8,730CommonSOLE
420261109HWKNHawkins Inc$321,1500.02%2,618CommonSOLE
30212P303EXPEExpedia, Inc.$318,0650.02%1,707CommonSOLE
36831E108GCMGGCM Grosvenor, Inc. Class A$297,5720.01%24,252CommonSOLE
879369106TFXTeleflex Incorporated$296,3370.01%1,665CommonSOLE
57686G105MATXMatson, Inc.$295,5690.01%2,192CommonSOLE
91879Q109MTNVail Resorts, Inc.$290,7350.01%1,551CommonSOLE
917047102URBNUrban Outfitters Inc$289,3270.01%5,272CommonSOLE
90384S303ULTAUlta Beauty, Inc.$289,2280.01%665CommonSOLE
92337F107VCYTVeracyte Inc$286,6250.01%7,238CommonSOLE
817565104SCIService Corporation International$286,3140.01%3,587CommonSOLE
12448X201BYRNByrna Technologies Inc$284,9890.01%9,892CommonSOLE
680223104ORIOld Republic International Corporation$283,3680.01%7,830CommonSOLE
128030202CALMCal-Maine Foods Inc.$282,9270.01%2,749CommonSOLE
194693107CIGIColliers International Group$282,8180.01%2,080CommonSOLE
G9456A100GLNGGolar LNG Ltd$281,7240.01%6,657CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$281,6530.01%10,955CommonSOLE
68287N100OSPNOneSpan Inc.$279,5460.01%15,078CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$278,7140.01%2,540CommonSOLE
P73684113OSWOneSpaWorld Holdings Ltd.$276,8890.01%13,914CommonSOLE
91688F104UPWKUpwork Inc.$276,0530.01%16,884CommonSOLE
04206A101ARLOArlo Technologies Inc.$274,3790.01%24,520CommonSOLE
68386H103OPFIOppFi, Inc.$273,4700.01%35,701CommonSOLE
71385M107PRMPerimeter Solutions$270,5270.01%21,168CommonSOLE
70439P108PAYPaymentus Holdings, Inc Class A$270,4100.01%8,277CommonSOLE
92847W103VITLVital Farms, Inc.$269,2950.01%7,145CommonSOLE
361008105FNKOFunko, Inc. Class A$265,9520.01%19,862CommonSOLE
116794108BRKRBruker Corporation$265,7830.01%4,534CommonSOLE
749685103RPMRPM International Inc.$264,3330.01%2,148CommonSOLE
26210V102DRVNDriven Brands Holdings, Inc.$260,3220.01%16,129CommonSOLE
07556Q881BZHBeazer Homes USA$258,5910.01%9,417CommonSOLE
87305R109TTMITTM Technologies, Inc.$257,7470.01%10,414CommonSOLE
01748X102ALGTAllegiant Travel Company$254,1240.01%2,700CommonSOLE
G38644103GCTGigacloud Technology$253,3350.01%13,679CommonSOLE
589400100MCYMercury General Corp.$252,7570.01%3,802CommonSOLE
39813G109GDYNGrid Dynamics Holdings, Inc.$252,3800.01%11,348CommonSOLE
71363P106PRDOPerdoceo Education Corporation$251,9940.01%9,520CommonSOLE
09227Q100BLKBBlackbaud, Inc.$250,8110.01%3,393CommonSOLE
M6372Q113KRNTKornit Digital Ltd.$250,3550.01%8,089CommonSOLE
141788109CARGCarGurus, Inc.$250,2260.01%6,848CommonSOLE
525558201LMATLeMaitre Vascular, Inc.$249,7920.01%2,711CommonSOLE
31188V100FSLYFastly Inc$249,2440.01%26,403CommonSOLE
16359R103CHEChemed Corporation$249,0060.01%470CommonSOLE
465741106ITRIItron, Inc.$248,8650.01%2,292CommonSOLE
42704L104HRIHerc Holdings, Inc.$248,4010.01%1,312CommonSOLE
44925C103ICFIICF International, Inc.$248,1950.01%2,082CommonSOLE
94724R108WEAVWeave Communications, Inc.$247,7950.01%15,565CommonSOLE
45245E109IMAXIMAX Corporation$247,5520.01%9,670CommonSOLE
226718104CRTOCriteo S.A. ADS$244,4410.01%6,179CommonSOLE
55305B101MHOM/I Homes, Inc.$239,7090.01%1,803CommonSOLE
433000106HIMSHims & Hers Health, Inc. Class A$239,5750.01%9,908CommonSOLE
G037AX101AMBAAmbarella, Inc.$238,4420.01%3,278CommonSOLE
64111Q104NTGRNetGear Inc$236,4770.01%8,485CommonSOLE
946760105CLMBClimb Global Solutions, Inc.$235,5020.01%1,858CommonSOLE
398182303AHRAmerican Healthcare REIT, Inc.$235,3460.01%8,281CommonSOLE
458665304TILEInterface, Inc.$232,1530.01%9,534CommonSOLE
47759T100JKSJinkoSolar Holding Co., Ltd. Sponsored ADR$230,8980.01%9,273CommonSOLE
03937C105ARCBArcBest Corporation$228,8210.01%2,452CommonSOLE
667746101NWPXNorthwest Pipe Co.$227,9800.01%4,724CommonSOLE
393657101GBXGreenbrier Companies, Inc.$227,0050.01%3,722CommonSOLE
624758108MWAMueller Water Products, Inc. Class A$226,6430.01%10,073CommonSOLE
92719V100VMEO*Vimeo, Inc. Common Stock$226,6050.01%35,407CommonSOLE
00847J105AGYSAgilysys, Inc.$226,2780.01%1,718CommonSOLE
18538R103CLWClearwater Paper Corp$226,1920.01%7,598CommonSOLE
36237H101GIIIG-III Apparel Group, Ltd.$224,3280.01%6,877CommonSOLE
915271100UVSPUnivest Financial Corporation$224,1280.01%7,595CommonSOLE
70451X104PAYOPayoneer Global Inc.$223,4100.01%22,252CommonSOLE
60510V108AVOMission Produce, Inc.$223,0220.01%15,520CommonSOLE
60938K304MoneyLion Inc Class A$221,5620.01%2,576CommonSOLE
04956D107ATMUAtmus Filtration Technologies, Inc.$221,4850.01%5,653CommonSOLE
68404L201OPCHOption Care Health Inc$221,4210.01%9,544CommonSOLE
037598109APOGApogee Enterprises Inc.$220,5850.01%3,089CommonSOLE
03062T105CRMTAmericas Car-Mart Inc.$219,7600.01%4,288CommonSOLE
9026851067WHUdemy, Inc. Common Stock$219,0410.01%26,615CommonSOLE
76156B107RVLVRevolve Group, LLC.$218,3880.01%6,521CommonSOLE
13100M509CALXCalix, Inc.$218,1820.01%6,257CommonSOLE
29667J101ESQEsquire Financial Holdings, Inc.$217,9100.01%2,741CommonSOLE
83089J108SKYTSkyWater Technology Inc$217,8880.01%15,789CommonSOLE
45827U109INTAIntapp, Inc.$217,7140.01%3,397CommonSOLE
G81276100SIGSignet Jewelers Limited$216,8680.01%2,687CommonSOLE
05463X106AXGNAxogen, Inc.$215,8880.01%13,100CommonSOLE
142339100CSLCarlisle Companies Incorporated$215,7710.01%585CommonSOLE
157210105CEVACEVA Inc$214,7610.01%6,807CommonSOLE
04965M106ATATAtour Lifestyle Holdings$213,1030.01%7,925CommonSOLE
53220K504LGNDLigand Pharmaceuticals$212,5860.01%1,984CommonSOLE
338307101FIVNFive9, Inc.$212,3440.01%5,225CommonSOLE
866683105SNCYSun Country Airlines Holdings, Inc.$210,6230.01%14,446CommonSOLE
602496101MDXGMiMedx Group, Inc.$209,6390.01%21,792CommonSOLE
74965L101RLJRLJ Lodging Trust$209,3250.01%20,502CommonSOLE
384556106GHMGraham Corporation$209,2310.01%4,705CommonSOLE
74366E102PTGXProtagonist Therapeutics, Inc.$209,0580.01%5,416CommonSOLE
45765U103NSITInsight Enterprises, Inc.$208,5290.01%1,371CommonSOLE
G8726X106TNKTeekay Tankers cl A$208,2610.01%5,234CommonSOLE
74874Q100QNSTQuinStreet, Inc.$206,2920.01%8,942CommonSOLE
671044105OSISOSI Systems, Inc.$206,2740.01%1,232CommonSOLE
96924N100WLDNWilldan Group, Inc.$205,5720.01%5,397CommonSOLE
29384C108TRDAEntrada Therapeutics$205,5610.01%11,889CommonSOLE
874080104TALTAL Education Group ADS$205,2200.01%20,481CommonSOLE
82982T106SITMSiTime Corporation$204,8760.01%955CommonSOLE
23285D109CTKBCytek Biosciences, Inc. Common$203,8570.01%31,411CommonSOLE
98980F104GTMZoominfo Technologies Inc$203,6420.01%19,376CommonSOLE
G01767105ALKSAlkermes plc$202,9880.01%7,058CommonSOLE
12008R107BLDRBuilders FirstSource, Inc.$202,9610.01%1,420CommonSOLE
M87915274TSEMTower Semiconductor Ltd$202,6400.01%3,934CommonSOLE
38526M106LOPEGrand Canyon Education, Inc$202,1290.01%1,234CommonSOLE
22948Q101CTOCTO Realty Growth, Inc.$201,4760.01%10,222CommonSOLE
82312B106SHENShenandoah Telecomm Co.$201,2300.01%15,958CommonSOLE
Y7542C130STNGScorpio Tankers Inc.$201,1950.01%4,049CommonSOLE
G4740B105ICHRIchor Holdings, Ltd.$200,6660.01%6,228CommonSOLE
21871N101CXWCorrections Corp of America$200,3560.01%9,216CommonSOLE
457730109INSPInspire Medical Systems, Inc.$200,0250.01%1,079CommonSOLE
H8088L103SRADSportradar Group Ag$199,1850.01%11,487CommonSOLE
358054104FRSHFreshworks Inc. Class A Common$197,6940.01%12,226CommonSOLE
68373M107OPRAOpera Limited Sponsored ADR$197,2410.01%10,414CommonSOLE
903002103UMHUMH Properties, Inc.$196,7110.01%10,419CommonSOLE
31154R109FPIFarmland Partners Inc.$191,3120.01%16,268CommonSOLE
438333106HNSTHonest Company, Inc.$187,5050.01%27,057CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$187,3040.01%17,941CommonSOLE
56400P706MNKDMannKind Corporation$187,2670.01%29,124CommonSOLE
98585N106YEXTYext, Inc.$186,2910.01%29,291CommonSOLE
64049M209NEONeoGenomics, Inc.$185,6470.01%11,265CommonSOLE
693149106PAMTP.A.M. Transportation$183,6850.01%11,214CommonSOLE
554489104VREVerus Residential, Inc.$183,5950.01%11,040CommonSOLE
053604104AVPTAvepoint, Inc$181,2960.01%10,981CommonSOLE
G7500M104RNWRenew Energy Global Class A$180,1890.01%26,382CommonSOLE
904311107UAAUnder Armour, Inc. Cl A$180,0570.01%21,746CommonSOLE
268158201DVAXDynavax Technologies Corp$179,6610.01%14,069CommonSOLE
00108J109ACMRACM Research, Inc. Class A$179,3580.01%11,878CommonSOLE
431636109HLMNHillman Solutions Corp.$164,9860.01%16,939CommonSOLE
32026V104FFWMFirst Foundation, Inc.$162,4350.01%26,157CommonSOLE
68621F102ORGOOrganogenesis Holdings Inc.$161,6060.01%50,502CommonSOLE
25445D101DDLDingdong (Cayman) Ltd. Sponsored ADR$160,3660.01%48,892CommonSOLE
86722A103SXCSunCoke Energy, Inc.$157,4080.01%14,711CommonSOLE
421906108HCSGHealthcare Services Group$152,4930.01%13,129CommonSOLE
L00849106AGROAdecoagro S.A.$143,9020.01%15,260CommonSOLE
858155203GJBSteelcase Inc. Class A$143,5890.01%12,148CommonSOLE
05368X102AVDXAvidXchange Holdings, Inc.$141,9580.01%13,729CommonSOLE
171077407NAGECHROMADEX CORP$141,1340.01%26,604CommonSOLE
51509F105LELands' End, Inc.$137,9830.01%10,501CommonSOLE
50105F105KROKronos Worldwide, Inc.$130,8260.01%13,418CommonSOLE
023139884OSGAmbac Financial Group Inc.$130,5860.01%10,323CommonSOLE
G9470A102VTEXVTEX Class A$124,6030.01%21,155CommonSOLE
22266M104COURCoursera Inc$111,3670.01%13,102CommonSOLE
62878D100NABLN-able, Inc.$110,6230.01%11,844CommonSOLE
831754106SWBISmith & Wesson Brands, Inc.$107,3150.01%10,620CommonSOLE
00183L102ANGI1EURAngi Inc Class A$99,7000.00%60,060CommonSOLE
52466B103LZLegalzoom.com, Inc.$99,5680.00%13,258CommonSOLE

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.