Fund Holdings — SYSTEMATIC FINANCIAL MANAGEMENT LP

Total Portfolio Value
$3.58B
Total Bought
$309.16M
Total Sold
$347.59M
Net Transaction
-$38.43M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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Madison Square Garden Entertai(MSGE)15,192869,558+854,36648334,0950.95%+33,612
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)232,582184,693-47,88950,10564,6801.81%+14,574
MAGNOLIA OIL & GAS CORP CL A(MGY)2,928,8422,867,689-61,15362,35574,4172.08%+12,061
Kite Realty Group Trust (REIT)(KRG)0513,778+513,778011,1390.31%+11,139
FIRST CITIZ BANCSHARES A(FCNCA)68,33165,925-2,40696,960107,7873.01%+10,827
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)457,870452,144-5,72630,54937,3381.04%+6,789
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
Golden Entertainment Inc.0158,802+158,80205,8490.16%+5,849
KBR INC(KBR)781,120770,105-11,01543,28249,0251.37%+5,743
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)536,982560,075+23,09323,58429,0680.81%+5,484
TOWER SEMICONDUCTOR LTD NEW(TSEM)581,222690,982+109,76017,74223,1060.64%+5,364
PROGRESS SOFTWARE(PRGS)407,585515,743+108,15822,13227,4940.77%+5,362
MUELLER INDUS INC(MLI)1,047,9501,014,006-33,94449,41154,6851.53%+5,275
SPHERE ENTERTAINMENT CO CL A(SPHR)376,991367,697-9,29412,80318,0470.50%+5,244
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)698,223681,459-16,76424,92029,5890.83%+4,669
Jazz Pharmaceuticals PLC(JAZZ)198,228240,679+42,45124,38228,9830.81%+4,601
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)1,324,3211,505,153+180,8328,67413,0500.36%+4,375
QORVO INC COM(QRVO)136,771170,855+34,08415,40219,6190.55%+4,218
COMMERCIAL METALS CO(CMC)540,815529,777-11,03827,06231,1350.87%+4,073
AXT INC(AXTI)1,182,7561,497,925+315,1692,8396,8750.19%+4,037
CURTISS WRIGHT CORP(CW)190,801181,384-9,41742,50946,4231.30%+3,915
KAISER ALUMINUM CORP(KALU)222,417220,466-1,95115,83419,7010.55%+3,867
Piper Sandler Companies223,992216,605-7,38739,17042,9941.20%+3,824
COLUMBUS MCKINNON CORP(CMCO)741,326732,621-8,70528,92732,6970.91%+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)752,099746,713-5,38619,40422,9540.64%+3,550
LEIDOS HLDGS INC(LDOS)204,810195,859-8,95122,16925,6750.72%+3,507
MILLER IDS NEW(MLR)392,395400,094+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
1,580,1381,676,468+96,33016,35419,5310.55%+3,176
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)183,472219,238+35,76622,91625,7850.72%+2,869
HELEN OF TROY(HELE)161,068193,109+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)343,046337,359-5,68727,36530,0280.84%+2,664
COMMUNITY HEALTHCARE TR INC(CHCT)592,816693,685+100,86915,79318,4170.51%+2,625
OWENS CORNING INC(OC)207,005199,565-7,44030,68433,2880.93%+2,603
HELMERICH & PAYNE(HP)493,554483,370-10,18417,87720,3310.57%+2,454
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)13,73920,744+7,0052,1314,1110.11%+1,980
UNITED FIRE GROUP INC(UFCS)327,509392,179+64,6706,5898,5380.24%+1,948
POLARIS INC(PII)183,111192,519+9,40817,35319,2750.54%+1,922
DECKERS OUTDOOR CORP(DECK)31,19824,175-7,02320,85422,7560.64%+1,902
HAYWARD HLDGS INC(HAYW)1,385,3761,354,285-31,09118,84120,7340.58%+1,893
ASGN INC(EFOR)237,467235,843-1,62422,83724,7070.69%+1,870
LSI INDUSTRIES INC OHIO(LYTS)2,406,5752,364,187-42,38833,88535,7471.00%+1,862
STRIDE INC(LRN)445,644447,026+1,38226,45828,1850.79%+1,727
SELECTIVE INSURANCE GROUP(SIGI)338,251322,129-16,12233,64935,1670.98%+1,518
L3Harris Technologies Inc.(LHX)14,37621,300+6,9243,0284,5390.13%+1,511
OCEAN FIRST FINANCIAL CORP(OCFC)723,697855,797+132,10012,56314,0440.39%+1,480
Raymond James Financial Inc.(RJF)19,92628,386+8,4602,2223,6450.10%+1,424
ACUITY BRANDS INC(AYI)30,62928,615-2,0146,2747,6900.21%+1,416
ICF International Inc.(ICFI)321,014294,991-26,02343,04544,4351.24%+1,390
Dicks Sporting Goods Inc.(DKS)4,3438,758+4,4156381,9690.05%+1,331
Regal Rexnord Corp.(RRX)191,980164,782-27,19828,41729,6770.83%+1,260
Ralph Lauren Corp.(RL)15,49318,453+2,9602,2343,4650.10%+1,231
Constellation Energy Corp.(CEG)5,4209,930+4,5106341,8360.05%+1,202
OSHKOSH CORP(OSK)97,29494,087-3,20710,54811,7340.33%+1,186
Bloomin Brands Inc.274,464308,705+34,2417,7268,8540.25%+1,127
Pinnacle West Capital Corporat(PNW)23,26537,080+13,8151,6712,7710.08%+1,100
SANDY SPRING BANCORP647,883807,172+159,28917,64818,7100.52%+1,062
Ciena Corp.(CIEN)40,70058,135+17,4351,8322,8750.08%+1,043
AMERICAN PUBLIC EDUCATION INC(APEI)433,428367,757-65,6714,1835,2220.15%+1,040
Helix Energy Solutions Group I(HLX)2,678,5992,634,161-44,43827,53628,5540.80%+1,018
SONOS INC(SONO)549,396547,202-2,1949,41710,4300.29%+1,013
Assurant Inc(AIZ)11,90615,966+4,0602,0063,0050.08%+999
ConAgra Brands Inc.(CAG)27032,030+31,76089490.03%+942
Digital Realty Trust Inc. (REI(DLR)1736,673+6,500239610.03%+938
AMN Healthcare Services Inc.172,018219,685+47,66712,88113,7330.38%+852
Citizens Financial Group Inc.(CFG)63,35280,932+17,5802,0992,9370.08%+838
Eastman Chemical Co.(EMN)19,12025,325+6,2051,7172,5380.07%+821
MASTERCRAFT BOAT HLDGS INC(MCFT)945,670937,096-8,57421,41022,2280.62%+818
Centene Corp.(CNC)6,03215,682+9,6504481,2310.03%+783
Strategic Education Inc.(STRA)19,23024,345+5,1151,7762,5350.07%+759
GE HealthCare Technologies Inc(GEHC)1308,295+8,165107540.02%+744
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SYSTEMATIC FINANCIAL MANAGEMENT LP — 13F Holdings — Q1 2024 | TickerTrail