Fund HoldingsLSV ASSET MANAGEMENT

Total Portfolio Value
$43.32M
Total Bought
$1.94M
Total Sold
$6.38M
Net Transaction
-$4.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
J M Smucker Co/The(SJM)0929,400+929,40001020.24%+102
United Airlines Holdings Inc(UAL)2,939,1462,661,746-277,4001682580.60%+91
ConocoPhillips(COP)01,228,528+1,228,52801220.28%+122
Corebridge Financial Inc(CRBD)02,866,222+2,866,2220860.20%+86
General Mills Inc(GIS)1,309,1002,817,780+1,508,680971800.41%+83
Wells Fargo & Co(WFC)07,552,040+7,552,04005301.22%+530
Matador Resources Co(MTDR)01,517,308+1,517,3080850.20%+85
Exelixis Inc(EXEL)8,102,3778,169,847+67,4702102720.63%+62
Dropbox Inc(DBX)5,200,5586,446,121+1,245,5631321940.45%+61
TD SYNNEX Corp(SNX)1,168,1551,715,847+547,6921402010.46%+61
Charter Communications Inc(CHTR)0177,305+177,3050610.14%+61
First Horizon Corp(FHN)013,596,738+13,596,73802740.63%+274
Sirius XM Holdings Inc(SIRI)02,260,300+2,260,3000520.12%+52
Jabil Inc(JBL)2,308,3352,250,163-58,1722773240.75%+47
Incyte Corp(INCY)2,923,4103,467,490+544,0801932400.55%+46
Fox Corp(FOX)8,621,9738,358,223-263,7503654060.94%+41
Goldman Sachs Group Inc/The(GS)550,461544,049-6,4122733120.72%+39
PayPal Holdings Inc(PYPL)2,747,8002,962,940+215,1402142530.58%+38
General Motors Co(GM)08,067,962+8,067,96204300.99%+430
Affiliated Managers Group Inc0423,994+423,9940780.18%+78
Citigroup Inc(C)06,435,151+6,435,15104531.05%+453
Discover Financial Services01,484,057+1,484,05702570.59%+257
Jazz Pharmaceuticals PLC(JAZZ)2,493,9422,531,050+37,1082783120.72%+34
Unum Group(UNM)2,803,8762,736,640-67,2361672000.46%+33
Flex Ltd(FLEX)7,289,6737,188,175-101,4982442760.64%+32
Synchrony Financial(SYF)01,765,731+1,765,73101150.26%+115
Mattel Inc(MAT)04,094,465+4,094,4650730.17%+73
Bristol-Myers Squibb Co(BMY)8,545,2918,319,218-226,0734424711.09%+28
Cisco Systems Inc(CSCO)9,920,6049,395,181-525,4235285561.28%+28
OUTFRONT Media Inc.(OUT)01,595,362+1,595,3620280.07%+28
Biogen Inc(BIIB)0234,448+234,4480360.08%+36
State Street Corp(STT)5,261,6465,018,328-243,3184654931.14%+27
Fidelis Insurance Holdings Ltd
COM
01,347,756+1,347,7560240.06%+24
Yelp Inc(YELP)324,200853,867+529,66711330.08%+22
Gilead Sciences Inc(GILD)5,287,8685,028,498-259,3704434641.07%+21
UGI Corp(UGI)3,442,3513,786,293+343,942861070.25%+21
TEGNA Inc07,796,629+7,796,62901430.33%+143
Greenbrier Cos Inc/The(GBX)0545,185+545,1850330.08%+33
Upwork Inc(UPWK)01,152,162+1,152,1620190.04%+19
Magnera Corp01,011,667+1,011,6670180.04%+18
QUALCOMM Inc(QCOM)02,989,072+2,989,07204591.06%+459
DocuSign Inc(DOCU)267,700376,700+109,00017340.08%+17
Snap-on Inc(SNA)0505,374+505,37401720.40%+172
Bank of America Corp03,636,836+3,636,83601600.37%+160
Delta Air Lines Inc(DAL)03,150,482+3,150,48201910.44%+191
Federated Hermes Inc(FHI)0870,776+870,7760360.08%+36
Atkore Inc0924,100+924,1000770.18%+77
JPMorgan Chase & Co(JPM)0739,868+739,86801770.41%+177
Gap Inc/The(GAP)0588,202+588,2020140.03%+14
Kroger Co/The(KR)8,807,3478,467,864-339,4835055181.20%+13
Teradata Corp(TDC)410,279812,200+401,92112250.06%+13
NOV Inc(NOV)01,193,300+1,193,3000170.04%+17
Academy Sports & Outdoors Inc(ASO)01,940,041+1,940,04101120.26%+112
Autoliv Inc(ALV)0321,080+321,0800300.07%+30
WK Kellogg Co0798,571+798,5710140.03%+14
Host Hotels & Resorts Inc(HST)09,068,300+9,068,30001590.37%+159
SkyWest Inc(SKYW)0147,206+147,2060150.03%+15
Zions Bancorp NA(ZION)03,654,177+3,654,17701980.46%+198
Portland General Electric Co(POR)0268,800+268,8000120.03%+12
Gates Industrial Corp PLC
ORD SHS
04,090,034+4,090,0340840.19%+84
Albertsons Cos Inc05,148,463+5,148,46301010.23%+101
Halliburton Co(HAL)5,159,9005,920,022+760,1221501610.37%+11
Cummins Inc(CMI)1,241,8621,184,904-56,9584024130.95%+11
SLM Corp(SLM)0392,300+392,3000110.02%+11
Ryder System Inc(R)1,487,9811,451,541-36,4402172280.53%+11
CNH Industrial NV
SHS
17,520,66718,034,067+513,4001942040.47%+10
Match Group Inc(MTCH)385,600742,822+357,22215240.06%+10
Sanmina Corp(SANM)01,642,140+1,642,14001240.29%+124
BorgWarner Inc3,516,0454,308,145+792,1001281370.32%+9
Energizer Holdings Inc(ENR)01,812,700+1,812,7000630.15%+63
Associated Banc-Corp04,173,662+4,173,66201000.23%+100
Electronic Arts Inc(EA)059,640+59,640090.02%+9
Bank of New York Mellon Corp/The7,397,3337,031,231-366,1025325401.25%+9
International Money Express Inc01,082,780+1,082,7800230.05%+23
Axis Capital Holdings Ltd
SHS
0658,400+658,4000580.13%+58
SM Energy Co(SM)0335,300+335,3000130.03%+13
Progress Software Corp(PRGS)0358,449+358,4490230.05%+23
Victory Capital Holdings Inc(VCTR)01,173,122+1,173,1220770.18%+77
Adtalem Global Education Inc(CVSA)869,500806,400-63,10066730.17%+8
Whirlpool Corp(WHR)01,384,211+1,384,21101580.37%+158
PVH Corp(PVH)1,183,3381,199,238+15,9001191270.29%+8
NCR Atleos Corp(NATL)01,395,307+1,395,3070470.11%+47
Altria Group Inc(MO)5,606,3105,609,012+2,7022862930.68%+7
Hanmi Financial Corp(HAFC)01,183,181+1,183,1810280.06%+28
Twilio Inc(TWLO)0151,440+151,4400160.04%+16
Perdoceo Education Corp(PRDO)01,847,305+1,847,3050490.11%+49
Carriage Services Inc0590,917+590,9170240.05%+24
SunCoke Energy Inc02,216,505+2,216,5050240.05%+24
Playa Hotels & Resorts NV01,392,600+1,392,6000180.04%+18
CF Industries Holdings Inc(CF)0463,443+463,4430400.09%+40
Highwoods Properties Inc(HIW)0905,900+905,9000280.06%+28
YPF SA(YPF)0218,500+218,500090.02%+9
LivaNova PLC(LIVN)0115,900+115,900050.01%+5
Nordstrom Inc01,506,689+1,506,6890360.08%+36
Boyd Gaming Corp(BYD)071,100+71,100050.01%+5
F5 Inc(FFIV)0101,510+101,5100260.06%+26
American Airlines Group Inc(AAL)0651,907+651,9070110.03%+11
Bank of NT Butterfield & Son Ltd/The
SHS NEW
0347,499+347,4990130.03%+13
OneSpan Inc0256,759+256,759050.01%+5
Pinnacle West Capital Corp(PNW)053,500+53,500050.01%+5
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