Fund HoldingsLSV ASSET MANAGEMENT

Total Portfolio Value
$46.40M
Total Bought
$4.21M
Total Sold
$4.63M
Net Transaction
-$419.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Walt Disney Co/The(DIS)03,091,308+3,091,30802980.64%+298
Salesforce Inc(CRM)01,233,900+1,233,90002300.50%+230
Allstate Corp/The(ALL)631,0051,351,375+720,3701312800.60%+149
GE HealthCare Technologies Inc(GEHC)01,816,170+1,816,17001290.28%+129
Verizon Communications Inc(VZ)012,134,056+12,134,05606091.31%+609
Dell Technologies Inc(DELL)02,821,292+2,821,29204631.00%+463
Marathon Petroleum Corp(MPC)01,281,834+1,281,83403130.67%+313
Altria Group Inc(MO)05,984,735+5,984,73503950.85%+395
Valero Energy Corp(VLO)01,201,370+1,201,37002970.64%+297
CF Industries Holdings Inc(CF)01,458,988+1,458,98801890.41%+189
AT&T Inc(T)022,209,020+22,209,02006441.39%+644
APA Corp(APA)04,332,270+4,332,27001840.40%+184
Matador Resources Co(MTDR)03,847,931+3,847,93102430.52%+243
Halliburton Co(HAL)6,080,9226,456,826+375,9041722520.54%+80
Exxon Mobil Corp2,090,9191,939,270-151,6492523290.71%+77
HF Sinclair Corp(DINO)03,660,150+3,660,15002280.49%+228
Bristol-Myers Squibb Co(BMY)8,652,7898,855,362+202,5734675371.16%+70
Merck & Co Inc(MRK)5,174,4335,088,709-85,7245456121.32%+67
FedEx Corp(FDX)1,132,9851,105,365-27,6203273940.85%+66
National Fuel Gas Co(NFG)02,230,928+2,230,92802100.45%+210
Smithfield Foods Inc(SFD)02,286,616+2,286,6160640.14%+64
Arrow Electronics Inc01,922,005+1,922,00502760.59%+276
BorgWarner Inc6,446,5416,451,864+5,3232903500.75%+60
Cirrus Logic Inc(CRUS)02,312,744+2,312,74403340.72%+334
Kroger Co/The(KR)06,632,349+6,632,34904801.03%+480
Oshkosh Corp(OSK)01,988,650+1,988,65002930.63%+293
Sandisk Corp/DE(SNDK)266,385180,072-86,313631140.25%+51
Pfizer Inc(PFE)017,290,693+17,290,69304861.05%+486
Otter Tail Corp(OTTR)536,9411,042,913+505,97243920.20%+48
TD SYNNEX Corp(SNX)2,086,6042,137,083+50,4793133610.78%+47
Edison International(EIX)666,3261,178,800+512,47440860.19%+46
Sonoco Products Co(SON)1,563,3902,086,499+523,109681130.24%+45
Crown Holdings Inc(CCK)858,2751,312,097+453,822881320.28%+43
EnerSys(ENS)562,293719,149+156,856831250.27%+42
Avnet Inc02,861,813+2,861,81301760.38%+176
Spectrum Brands Holdings Inc(SPB)01,030,240+1,030,2400760.16%+76
Scorpio Tankers Inc(STNG)01,702,057+1,702,05701270.27%+127
RingCentral Inc(RNG)2,871,7003,252,400+380,700831210.26%+38
United Therapeutics Corp(UTHR)0398,665+398,66502360.51%+236
DaVita Inc(DVA)0931,058+931,05801430.31%+143
Phillips 66(PSX)0790,599+790,59901440.31%+144
Jazz Pharmaceuticals PLC(JAZZ)2,455,9572,386,840-69,1174184510.97%+34
ConocoPhillips(COP)0931,326+931,32601230.26%+123
Lyft Inc(LYFT)02,454,735+2,454,7350330.07%+33
Constellation Brands Inc(STZ)495,180666,280+171,100681000.22%+32
Simply Good Foods Co/The(SMPL)02,057,900+2,057,9000300.06%+30
LiveRamp Holdings Inc(RAMP)01,276,218+1,276,2180340.07%+34
Bank of NT Butterfield & Son Ltd/The
SHS NEW
823,9251,313,030+489,10541690.15%+28
Akamai Technologies Inc(AKAM)783,900823,020+39,12068950.20%+26
Allison Transmission Holdings Inc(ALSN)2,284,3942,130,551-153,8432242490.54%+26
Pitney Bowes Inc(PBI)4,197,1896,333,880+2,136,69144700.15%+26
NetScout Systems Inc(NTCT)2,288,0362,745,452+457,41662870.19%+25
EOG Resources Inc(EOG)0666,820+666,8200960.21%+96
Maplebear Inc(CART)0746,997+746,9970280.06%+28
Photronics Inc(PLAB)2,883,4632,882,518-945921160.25%+24
JBS NV(JBS)01,362,700+1,362,7000240.05%+24
Par Pacific Holdings Inc(PARR)0471,191+471,1910300.06%+30
Garrett Motion Inc(GTX)6,235,4087,255,309+1,019,9011091320.28%+23
Regeneron Pharmaceuticals Inc(REGN)166,514196,279+29,7651291520.33%+23
Amgen Inc(AMGN)335,430375,070+39,6401101320.28%+22
Host Hotels & Resorts Inc(HST)010,331,152+10,331,15201980.43%+198
Target Corp(TGT)0899,160+899,16001090.23%+109
Ingredion Inc(INGR)02,136,132+2,136,13202410.52%+241
Academy Sports & Outdoors Inc(ASO)03,049,855+3,049,85501720.37%+172
Central Garden & Pet Co(CENT)2,123,4792,503,441+379,96262810.17%+19
GigaCloud Technology Inc(GCT)736,6001,039,890+303,29029470.10%+18
Versant Media Group Inc(VSNT)0479,454+479,4540180.04%+18
Diebold Nixdorf Inc(DBD)325,917519,100+193,18322390.08%+17
Popular Inc(BPOP)01,092,238+1,092,23801470.32%+147
Jackson Financial Inc(JXN)01,059,841+1,059,84101120.24%+112
NOV Inc(NOV)02,779,944+2,779,9440520.11%+52
Gaming and Leisure Properties Inc(GLPI)598,300949,000+350,70027420.09%+15
Newmont Corp(NEM)3,996,8513,827,239-169,6123994140.89%+15
Chord Energy Corp(CHRD)0199,000+199,0000280.06%+28
Align Technology Inc529,142565,212+36,07083970.21%+14
Perdoceo Education Corp(PRDO)01,710,381+1,710,3810640.14%+64
PDD Holdings Inc(PDD)0136,900+136,9000140.03%+14
Lockheed Martin Corp(LMT)0163,388+163,3880990.21%+99
Huntington Ingalls Industries Inc(HII)451,944440,764-11,1801541670.36%+14
GoDaddy Inc(GDDY)0165,100+165,1000140.03%+14
Sprouts Farmers Market Inc(SFM)0172,872+172,8720130.03%+13
Eastman Chemical Co(EMN)01,202,039+1,202,0390920.20%+92
Federated Hermes Inc(FHI)2,890,2762,882,229-8,0471501630.35%+13
Sirius XM Holdings Inc(SIRI)03,219,977+3,219,9770740.16%+74
Adeia Inc(ADEA)02,535,528+2,535,5280610.13%+61
Deluxe Corp(DLX)02,028,317+2,028,3170560.12%+56
Matson Inc(MATX)0309,340+309,3400510.11%+51
Viatris Inc(VTRS)7,568,5597,890,441+321,882941070.23%+12
Avista Corp(AVA)0516,108+516,1080210.04%+21
Tri Pointe Homes Inc
COM
01,225,800+1,225,8000570.12%+57
First BanCorp/Puerto Rico(FBP)01,889,600+1,889,6000400.09%+40
Indivior Pharmaceuticals Inc(INDV)0373,734+373,7340110.02%+11
Quanex Building Products Corp(NX)0794,348+794,3480140.03%+14
RenaissanceRe Holdings Ltd(RNR)047,260+47,2600140.03%+14
ABM Industries Inc01,636,256+1,636,2560630.14%+63
Phinia Inc(PHIN)01,386,085+1,386,0850950.20%+95
Koppers Holdings Inc(KOP)0926,031+926,0310360.08%+36
Navigator Holdings Ltd(NVGS)0671,078+671,0780130.03%+13
Amphastar Pharmaceuticals Inc(AMPH)0651,714+651,7140130.03%+13
Genpact Ltd
SHS
2,467,6123,358,372+890,7601151250.27%+10
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