Fund HoldingsLSV ASSET MANAGEMENT

Total Portfolio Value
$41.66M
Total Bought
$2.38M
Total Sold
$4.94M
Net Transaction
-$2.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AT&T Inc(T)025,927,394+25,927,39407331.76%+733
CVS Health Corp(CVS)05,046,986+5,046,98603420.82%+342
Gilead Sciences Inc(GILD)5,028,4984,919,790-108,7084645511.32%+87
Albertsons Cos Inc5,148,4637,873,039+2,724,5761011730.42%+72
National Fuel Gas Co(NFG)02,153,236+2,153,23601710.41%+171
EOG Resources Inc(EOG)0687,446+687,4460880.21%+88
J M Smucker Co/The(SJM)929,4001,379,320+449,9201021630.39%+61
Crocs Inc(CROX)0880,260+880,2600930.22%+93
Verizon Communications Inc(VZ)012,127,613+12,127,61305501.32%+550
Corebridge Financial Inc(CRBD)2,866,2224,337,034+1,470,812861370.33%+51
Upwork Inc(UPWK)1,152,1625,351,406+4,199,24419700.17%+51
QUALCOMM Inc(QCOM)2,989,0723,308,464+319,3924595081.22%+49
Centene Corp(CNC)04,055,764+4,055,76402460.59%+246
Amdocs Ltd(DOX)03,180,501+3,180,50102910.70%+291
WK Kellogg Co798,5713,038,537+2,239,96614610.15%+46
General Mills Inc(GIS)2,817,7803,753,710+935,9301802240.54%+45
Altria Group Inc(MO)5,609,0125,609,774+7622933370.81%+43
Fox Corp(FOX)8,358,2237,913,368-444,8554064481.08%+42
Johnson & Johnson(JNJ)03,264,744+3,264,74405411.30%+541
HCA Healthcare Inc(HCA)0865,453+865,45302990.72%+299
Yelp Inc(YELP)853,8671,902,318+1,048,45133700.17%+37
Cabot Corp(CBT)0571,034+571,0340470.11%+47
Hartford Insurance Group Inc/The(HIG)03,922,932+3,922,93204851.17%+485
Outfront Media Inc(OUT)02,005,448+2,005,4480320.08%+32
BorgWarner Inc4,308,1455,889,080+1,580,9351371690.40%+32
Matador Resources Co(MTDR)1,517,3082,289,379+772,071851170.28%+32
Northern Trust Corp(NTRS)0317,300+317,3000310.08%+31
ZoomInfo Technologies Inc(GTM)03,159,047+3,159,0470320.08%+32
Exelixis Inc(EXEL)8,169,8478,161,338-8,5092723010.72%+29
Match Group Inc(MTCH)742,8221,679,575+936,75324520.13%+28
Molson Coors Beverage Co(TAP)06,369,498+6,369,49803880.93%+388
Kroger Co/The(KR)8,467,8648,056,306-411,5585185451.31%+28
ADT Inc(ADT)012,545,184+12,545,18401020.25%+102
Halozyme Therapeutics Inc(HALO)0895,191+895,1910570.14%+57
UGI Corp(UGI)3,786,2934,037,604+251,3111071340.32%+27
Qorvo Inc(QRVO)0634,381+634,3810460.11%+46
Bristol-Myers Squibb Co(BMY)8,319,2188,116,473-202,7454714951.19%+24
Nexstar Media Group Inc(NXST)01,222,781+1,222,78102190.53%+219
Unum Group(UNM)2,736,6402,740,656+4,0162002230.54%+23
ABM Industries Inc01,386,172+1,386,1720660.16%+66
Cigna Group/The(CI)0569,550+569,55001870.45%+187
eBay Inc(EBAY)06,575,565+6,575,56504451.07%+445
Sirius XM Holdings Inc(SIRI)2,260,3003,197,800+937,50052720.17%+21
Pfizer Inc(PFE)015,153,114+15,153,11403840.92%+384
Autoliv Inc(ALV)321,080556,633+235,55330490.12%+19
MGIC Investment Corp(MTG)010,888,437+10,888,43702700.65%+270
Gap Inc/The(GAP)588,2021,584,436+996,23414330.08%+19
Target Corp(TGT)0535,370+535,3700560.13%+56
Murphy Oil Corp(MUR)03,633,023+3,633,02301030.25%+103
Mattel Inc(MAT)4,094,4654,673,142+578,67773910.22%+18
CSG Systems International Inc01,465,588+1,465,5880890.21%+89
American International Group Inc04,130,780+4,130,78003590.86%+359
Fidelis Insurance Holdings Ltd
COM
1,347,7562,529,195+1,181,43924410.10%+17
EPR Properties(EPR)01,257,666+1,257,6660660.16%+66
CNO Financial Group Inc03,859,444+3,859,44401610.39%+161
CNH Industrial NV
SHS
18,034,06717,885,756-148,3112042200.53%+15
Sandisk Corp/DE(SNDK)0314,192+314,1920150.04%+15
Core Natural Resources Inc(CNR)0190,724+190,7240150.04%+15
Cirrus Logic Inc(CRUS)02,402,284+2,402,28402390.57%+239
H&R Block Inc01,667,652+1,667,6520920.22%+92
Baxter International Inc05,093,800+5,093,80001740.42%+174
Cardinal Health Inc(CAH)01,831,412+1,831,41202520.61%+252
NetScout Systems Inc(NTCT)0909,855+909,8550190.05%+19
Old Republic International Corp(ORI)01,880,341+1,880,3410740.18%+74
Expedia Group Inc(EXPE)0146,040+146,0400250.06%+25
Columbia Banking System Inc(COLB)01,331,143+1,331,1430330.08%+33
Chimera Investment Corp(CIM)01,419,535+1,419,5350180.04%+18
Bank of New York Mellon Corp/The7,031,2316,596,851-434,3805405531.33%+13
Tenet Healthcare Corp(THC)0222,115+222,1150300.07%+30
Vipshop Holdings Ltd(VIPS)04,987,113+4,987,1130780.19%+78
LivaNova PLC(LIVN)115,900438,498+322,5985170.04%+12
Axis Capital Holdings Ltd
SHS
658,400693,424+35,02458700.17%+11
SLM Corp(SLM)392,300743,038+350,73811220.05%+11
World Kinect Corp(WKC)01,550,042+1,550,0420440.11%+44
Teradata Corp(TDC)812,2001,588,999+776,79925360.09%+10
Dropbox Inc(DBX)6,446,1217,633,516+1,187,3951942040.49%+10
Millrose Properties Inc(MRP)0358,650+358,6500100.02%+10
Federated Hermes Inc(FHI)870,7761,107,089+236,31336450.11%+9
Travel Leisure Co(TNL)0956,109+956,1090440.11%+44
Dollar Tree Inc(DLTR)0166,868+166,8680130.03%+13
NewMarket Corp(NEU)0205,047+205,04701160.28%+116
Visteon Corp(VC)0122,865+122,8650100.02%+10
Oshkosh Corp(OSK)01,726,606+1,726,60601620.39%+162
Intel Corp(INTC)03,782,400+3,782,4000860.21%+86
Bank of NT Butterfield & Son Ltd/The
SHS NEW
347,499534,659+187,16013210.05%+8
Huntington Ingalls Industries Inc(HII)0510,846+510,84601040.25%+104
Civitas Resources Inc0341,194+341,1940120.03%+12
Minerals Technologies Inc(MTX)0159,740+159,7400100.02%+10
Eversource Energy(ES)0154,000+154,0000100.02%+10
Portland General Electric Co(POR)268,800425,400+156,60012190.05%+7
Millicom International Cellular SA
COM STK
0238,971+238,971070.02%+7
Valero Energy Corp(VLO)01,403,590+1,403,59001850.44%+185
Inmode Ltd(INMD)02,010,367+2,010,3670360.09%+36
ConocoPhillips(COP)1,228,5281,226,545-1,9831221290.31%+7
Harmony Biosciences Holdings Inc(HRMY)01,194,961+1,194,9610400.10%+40
Charter Communications Inc(CHTR)177,305182,795+5,49061670.16%+7
Mr Cooper Group Inc0550,360+550,3600660.16%+66
Organon & Co(OGN)07,980,775+7,980,77501190.29%+119
Fresh Del Monte Produce Inc(DMC)0580,018+580,0180180.04%+18
American Airlines Group Inc(AAL)651,9071,686,086+1,034,17911180.04%+6
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