Fund HoldingsSYSTEMATIC FINANCIAL MANAGEMENT LP

Total Portfolio Value
$3.58B
Total Bought
$275.55M
Total Sold
$353.82M
Net Transaction
-$78.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
HEALTHPEAK PROPERTIES INC(DOC)01,312,831+1,312,831024,6160.69%+24,616
AGREE REALTY CORP0285,259+285,259016,2940.45%+16,294
EMCOR GROUP INC(EME)0184,693+184,693064,6801.81%+64,680
MAGNOLIA OIL & GAS CORP CL A(MGY)02,867,689+2,867,689074,4172.08%+74,417
Kite Realty Group Trust (REIT)(KRG)0513,778+513,778011,1390.31%+11,139
FIRST CITIZ BANCSHARES A(FCNCA)065,925+65,9250107,7873.01%+107,787
SEADRILL 2021 LTD(SDRL)149,200322,013+172,8137,05416,1970.45%+9,143
SELECT WATER SOLUTION INC CL A(WTTR)0977,342+977,34209,0210.25%+9,021
REALTY INCOME CORP(O)0165,592+165,59208,9590.25%+8,959
GREIF BROS CORP CL A(GEF)127,500233,389+105,8898,36316,1160.45%+7,753
COMFORT SYSTEMS USA INC(FIX)239,048177,435-61,61349,16556,3731.57%+7,208
Ingles Markets Incorporated Cl(IMKTA)089,400+89,40006,8550.19%+6,855
ENCOMPASS HEALTH CORP(EHC)0452,144+452,144037,3381.04%+37,338
REX AMERICAN RESOURCES CORP(REX)705,613683,647-21,96633,37640,1371.12%+6,761
QUANEX BUILDING PRODUCTS CORP(NX)989,427958,597-30,83030,24736,8391.03%+6,592
SILICON MOTION TECH CORP ADR(SIMO)278,297303,336+25,03917,05123,3390.65%+6,287
Madison Square Garden Entertai(MSGE)0869,558+869,558034,0950.95%+34,095
Golden Entertainment Inc.0158,802+158,80205,8490.16%+5,849
KBR INC(KBR)0770,105+770,105049,0251.37%+49,025
GRANITE CONSTR INC(GVA)591,620624,076+32,45630,09035,6531.00%+5,564
American Eagle Outfitters Inc.1,360,8561,329,862-30,99428,79634,2970.96%+5,501
OVINTIV INC(OVV)0560,075+560,075029,0680.81%+29,068
TOWER SEMICONDUCTOR LTD NEW(TSEM)581,222690,982+109,76017,74223,1060.64%+5,364
PROGRESS SOFTWARE(PRGS)0515,743+515,743027,4940.77%+27,494
MUELLER INDUS INC(MLI)1,047,9501,014,006-33,94449,41154,6851.53%+5,275
SPHERE ENTERTAINMENT CO CL A(SPHR)0367,697+367,697018,0470.50%+18,047
V2X Inc.(VVX)0110,600+110,60005,1660.14%+5,166
M K S INSTRUMENTS(MKSI)171,083169,591-1,49217,59922,5560.63%+4,956
URBAN OUTFITTERS INC(URBN)0681,459+681,459029,5890.83%+29,589
Jazz Pharmaceuticals PLC(JAZZ)0240,679+240,679028,9830.81%+28,983
Kulicke & Soffa Industries(KLIC)091,400+91,40004,5980.13%+4,598
COHERENT CORP(COHR)255,165257,790+2,62511,10715,6270.44%+4,520
Maravai Lifesciences Holdings(MRVI)01,505,153+1,505,153013,0500.36%+13,050
QORVO INC COM(QRVO)136,771170,855+34,08415,40219,6190.55%+4,218
COMMERCIAL METALS CO(CMC)0529,777+529,777031,1350.87%+31,135
AXT INC(AXTI)01,497,925+1,497,92506,8750.19%+6,875
CURTISS WRIGHT CORP(CW)190,801181,384-9,41742,50946,4231.30%+3,915
KAISER ALUMINUM CORP(KALU)0220,466+220,466019,7010.55%+19,701
Piper Sandler Companies223,992216,605-7,38739,17042,9941.20%+3,824
COLUMBUS MCKINNON CORP741,326732,621-8,70528,92732,6970.91%+3,770
EVEREST GROUP LTD(EG)103,325101,292-2,03336,53440,2641.12%+3,730
Stifel Financial Corp.(SF)400,094400,486+39227,66731,3060.87%+3,639
NORTHWESTERN ENERGY GROUP INC(NWE)888,978958,679+69,70145,24048,8261.36%+3,585
NOBLE CORP NEW A(NE)304,550376,397+71,84714,66718,2520.51%+3,584
DELEK US HLDGS INC(DK)0746,713+746,713022,9540.64%+22,954
LEIDOS HLDGS INC(LDOS)204,810195,859-8,95122,16925,6750.72%+3,507
MILLER IDS NEW392,395400,094+7,69916,59420,0450.56%+3,450
Nomad Foods Limited(NOMD)1,148,7831,167,298+18,51519,47222,8320.64%+3,360
INMODE LTD(INMD)475,167644,087+168,92010,56813,9190.39%+3,351
SABRA HEALTH CARE REIT INC(SBRA)2,031,9732,180,972+148,99928,99632,2130.90%+3,217
ENHABIT INC
COM
01,676,468+1,676,468019,5310.55%+19,531
OSI SYSTEMS INC(OSIS)241,551240,118-1,43331,17234,2940.96%+3,122
HEIDRICK & STRUGGLES INTL INC518,637546,345+27,70815,31518,3900.51%+3,075
TAPESTRY INC(TPR)422,599391,674-30,92515,55618,5970.52%+3,041
VISTEON CORP(VC)0219,238+219,238025,7850.72%+25,785
HELEN OF TROY161,068193,109+32,04119,45922,2540.62%+2,795
PULTE GROUP INC(PHM)133,945137,227+3,28213,82616,5520.46%+2,727
SPECTRUM BRANDS HLDGS INC(SPB)0337,359+337,359030,0280.84%+30,028
COMMUNITY HEALTHCARE TR INC592,816693,685+100,86915,79318,4170.51%+2,625
OWENS CORNING INC(OC)207,005199,565-7,44030,68433,2880.93%+2,603
HELMERICH & PAYNE(HP)0483,370+483,370020,3310.57%+20,331
ITRON INC(ITRI)154,015151,367-2,64811,63014,0050.39%+2,375
Integra LifeSciences Holding C(IART)062,050+62,05002,2000.06%+2,200
Teekay Tankers Ltd(TNK)157,593169,810+12,2177,8759,9190.28%+2,044
Diamondback Energy Inc.(FANG)020,744+20,74404,1110.11%+4,111
UNITED FIRE GROUP INC(UFCS)0392,179+392,17908,5380.24%+8,538
POLARIS INC(PII)0192,519+192,519019,2750.54%+19,275
DECKERS OUTDOOR CORP(DECK)31,19824,175-7,02320,85422,7560.64%+1,902
HAYWARD HLDGS INC(HAYW)01,354,285+1,354,285020,7340.58%+20,734
ASGN INC(EFOR)237,467235,843-1,62422,83724,7070.69%+1,870
LSI INDUSTRIES INC OHIO(LYTS)02,364,187+2,364,187035,7471.00%+35,747
STRIDE INC(LRN)445,644447,026+1,38226,45828,1850.79%+1,727
SELECTIVE INSURANCE GROUP(SIGI)0322,129+322,129035,1670.98%+35,167
L3Harris Technologies Inc.(LHX)021,300+21,30004,5390.13%+4,539
OCEAN FIRST FINANCIAL CORP(OCFC)723,697855,797+132,10012,56314,0440.39%+1,480
Raymond James Financial Inc.(RJF)028,386+28,38603,6450.10%+3,645
ACUITY BRANDS INC(AYI)028,615+28,61507,6900.21%+7,690
ICF International Inc.(ICFI)0294,991+294,991044,4351.24%+44,435
Dicks Sporting Goods Inc.(DKS)08,758+8,75801,9690.05%+1,969
Regal Rexnord Corp.(RRX)0164,782+164,782029,6770.83%+29,677
Ralph Lauren Corp.(RL)018,453+18,45303,4650.10%+3,465
Constellation Energy Corp.(CEG)09,930+9,93001,8360.05%+1,836
OSHKOSH CORP(OSK)97,29494,087-3,20710,54811,7340.33%+1,186
Bloomin Brands Inc.0308,705+308,70508,8540.25%+8,854
Pinnacle West Capital Corporat(PNW)037,080+37,08002,7710.08%+2,771
SANDY SPRING BANCORP647,883807,172+159,28917,64818,7100.52%+1,062
Ciena Corp.(CIEN)058,135+58,13502,8750.08%+2,875
AMERICAN PUBLIC EDUCATION INC(APEI)433,428367,757-65,6714,1835,2220.15%+1,040
Helix Energy Solutions Group I(HLX)02,634,161+2,634,161028,5540.80%+28,554
SONOS INC(SONO)549,396547,202-2,1949,41710,4300.29%+1,013
Assurant Inc(AIZ)015,966+15,96603,0050.08%+3,005
ConAgra Brands Inc.(CAG)032,030+32,03009490.03%+949
Digital Realty Trust Inc. (REI(DLR)06,673+6,67309610.03%+961
AMN Healthcare Services Inc.0219,685+219,685013,7330.38%+13,733
Citizens Financial Group Inc.(CFG)080,932+80,93202,9370.08%+2,937
Eastman Chemical Co.(EMN)025,325+25,32502,5380.07%+2,538
MASTERCRAFT BOAT HLDGS INC0937,096+937,096022,2280.62%+22,228
Centene Corp.(CNC)015,682+15,68201,2310.03%+1,231
Strategic Education Inc.(STRA)024,345+24,34502,5350.07%+2,535
GE HealthCare Technologies Inc(GEHC)08,295+8,29507540.02%+754
Page 1 of 1