Fund HoldingsSYSTEMATIC FINANCIAL MANAGEMENT LP

Total Portfolio Value
$3.29B
Total Bought
$136.38M
Total Sold
$421.02M
Net Transaction
-$284.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PROVIDENT FIN SVC INC(PFS)01,690,155+1,690,155024,2540.74%+24,254
INTEGRA LIFESCIENCES CRP NEW(IART)62,050397,474+335,4242,20011,5820.35%+9,383
PORTLAND GENERAL ELEC CO(POR)0424,701+424,701018,3640.56%+18,364
V2X Inc.(VVX)110,600279,486+168,8865,16613,4040.41%+8,238
SILICON MOTION TECH CORP ADR(SIMO)303,336386,232+82,89623,33931,2810.95%+7,942
ABERCROMBIE & FITCH CO0235,104+235,104041,8111.27%+41,811
INGLES MARKETS A(IMKTA)89,400181,564+92,1646,85512,4570.38%+5,602
UMB Financial Corp.(UMBF)059,495+59,49504,9630.15%+4,963
Community West Bancshares0261,735+261,73504,8420.15%+4,842
UNIVERSAL DISPLAY CORP(OLED)0123,539+123,539025,9740.79%+25,974
Kite Realty Group Trust (REIT)(KRG)513,778688,575+174,79711,13915,4100.47%+4,272
Eastern Bankshares Inc.(EBC)0248,750+248,75003,4780.11%+3,478
TOWER SEMICONDUCTOR LTD NEW(TSEM)690,982675,661-15,32123,10626,5500.81%+3,445
SANDY SPRING BANCORP807,172904,434+97,26218,71022,0320.67%+3,322
UNITED BANKSHARES INC W VA(UBSI)0279,039+279,03909,0520.27%+9,052
ATLANTIC UN BANKSHARES CORP(AUB)0346,292+346,292011,3760.35%+11,376
Broadstone Net Lease Inc.(BNL)0187,800+187,80002,9800.09%+2,980
Golden Entertainment Inc.158,802283,020+124,2185,8498,8050.27%+2,956
GENCOR INDS INC01,138,659+1,138,659022,0220.67%+22,022
COHERENT CORP(COHR)257,790246,792-10,99815,62717,8830.54%+2,255
INMODE LTD(INMD)644,087866,619+222,53213,91915,8070.48%+1,888
Labcorp Holdings Inc.(LH)08,947+8,94701,8210.06%+1,821
Bloomin Brands Inc.308,705544,742+236,0378,85410,4750.32%+1,622
GE HealthCare Technologies Inc(GEHC)8,29529,432+21,1377542,2930.07%+1,539
AGREE REALTY CORP285,259286,868+1,60916,29417,7690.54%+1,475
AngioDynamics Inc02,109,561+2,109,561012,7630.39%+12,763
MILLER IDS NEW400,094387,573-12,52120,04521,3240.65%+1,280
National Healthcare Corp.(NHC)0106,911+106,911011,5890.35%+11,589
SELECT WATER SOLUTION INC CL A(WTTR)977,342946,010-31,3329,02110,1220.31%+1,101
CHURCHILL DOWNS INC(CHDN)0159,357+159,357022,2460.68%+22,246
Teekay Tankers Ltd(TNK)169,810157,191-12,6199,91910,8160.33%+898
AMERICAN PUBLIC EDUCATION INC(APEI)367,757346,813-20,9445,2226,0970.19%+875
UNITED FIRE GROUP INC(UFCS)392,179437,584+45,4058,5389,4040.29%+866
SONOS INC(SONO)547,202765,263+218,06110,43011,2950.34%+866
Pinnacle West Capital Corporat(PNW)37,08046,470+9,3902,7713,5490.11%+778
Trustco Bank Corp NY (new)(TRST)0948,560+948,560027,2900.83%+27,290
ADEIA INC COM(ADEA)01,846,460+1,846,460020,6530.63%+20,653
Piper Sandler Companies216,605189,835-26,77042,99443,6941.33%+700
GRANITE CONSTR INC(GVA)624,076586,364-37,71235,65336,3371.10%+684
QORVO INC COM(QRVO)170,855174,874+4,01919,61920,2920.62%+673
DIME CMNTY BANCSHARES INC COM(DCBG)0947,432+947,432019,3280.59%+19,328
KLA Corp.(KLAC)04,887+4,88704,0290.12%+4,029
LEIDOS HLDGS INC(LDOS)195,859179,958-15,90125,67526,2520.80%+577
STRIDE INC(LRN)447,026407,721-39,30528,18528,7440.87%+559
Apple Inc.(AAPL)012,335+12,33502,5980.08%+2,598
PRINCETON BANCORP INC0286,995+286,99509,5000.29%+9,500
ISHARES RUSSELL 2000 VALUE ETF07,260+7,26001,1060.03%+1,106
NEWMARK GROUP INC CL A(NMRK)0928,935+928,93509,5030.29%+9,503
Freeport-McMoRan Inc.(FCX)011,450+11,45005560.02%+556
Stifel Financial Corp.(SF)400,486374,835-25,65131,30631,5420.96%+236
BOWLERO CORP CL A COM(LUCK)0676,139+676,13909,7970.30%+9,797
L3Harris Technologies Inc.(LHX)21,30021,130-1704,5394,7450.14%+206
Biogen Inc.(BIIB)04,670+4,67001,0830.03%+1,083
Prothena Corporation plc
SHS
0193,763+193,76303,9990.12%+3,999
Constellation Energy Corp.(CEG)9,9309,93001,8361,9890.06%+153
Trane Technologies plc(TT)05,000+5,00001,6450.05%+1,645
Strategic Education Inc.(STRA)24,34524,160-1852,5352,6740.08%+139
SABRA HEALTH CARE REIT INC(SBRA)2,180,9722,100,200-80,77232,21332,3430.98%+130
Applied Materials Inc.03,400+3,40008020.02%+802
Markel Goup Inc.(MKL)02,139+2,13903,3700.10%+3,370
Akamai Technologies Inc.(AKAM)04,910+4,91004420.01%+442
LAM Research Corp.(LRCX)0930+93009900.03%+990
Entergy Corp.(ETR)06,315+6,31506760.02%+676
MaxLinear Inc.(MXL)050,031+50,03101,0080.03%+1,008
Digital Realty Trust Inc. (REI(DLR)6,6736,67309611,0150.03%+53
Arch Capital Group Ltd.
ORD
06,300+6,30006360.02%+636
Morgan Stanley(MS)013,500+13,50001,3120.04%+1,312
Elevance Health Inc.(ELV)01,386+1,38607510.02%+751
Carrier Global Corp.(CARR)06,000+6,00003780.01%+378
International Paper Co.(IP)07,100+7,10003060.01%+306
ConAgra Brands Inc.(CAG)32,03034,150+2,1209499710.03%+21
RTX Corp.(RTX)06,000+6,00006020.02%+602
VANGUARD SM CAP VALUE ETF0131+1310240.00%+24
JPMorgan Chase & Co.(JPM)06,075+6,07501,2290.04%+1,229
nVent Electric plc(NVT)06,205+6,20504750.01%+475
Sylvamo Corp.(SLVM)0645+6450440.00%+44
Organon & Co.(OGN)0730+7300150.00%+15
Occidental Petroleum Corp. War(OXY)0231+2310100.00%+10
Prudential Financial Inc.(PFH)03,300+3,30003870.01%+387
ISHARES S&P SMLL-CAP 600 V ETF06+6010.00%+1
EQT Corp.(EQT)016,990+16,99006280.02%+628
Microsoft Corporation(MSFT)03,685+3,68501,6470.05%+1,647
MDC HOLDINGS INC000000
Warner Bros. Discovery Inc. Se(WBD)04,620+4,6200340.00%+34
Gaming and Leisure Properties(GLPI)09,137+9,13704130.01%+413
Otis Worldwide Corp.(OTIS)03,000+3,00002890.01%+289
VICI Properties Inc.(VICI)09,085+9,08502600.01%+260
NNN REIT Inc.(NNN)044,325+44,32501,8880.06%+1,888
U HAUL HOLDING COMPANY01,879+1,87901160.00%+116
HEALTHPEAK PROPERTIES INC(DOC)1,312,8311,255,106-57,72524,61624,6000.75%-16
Kenvue Inc.(KVUE)04,763+4,7630870.00%+87
Hartford Financial Services Gr(HIG)06,775+6,77506810.02%+681
State Street Corp.(STT)05,400+5,40004000.01%+400
Ingersoll Rand Inc.(IR)04,412+4,41204010.01%+401
Central Garden & Pet Co. CL A(CENT)05,030+5,03001660.01%+166
Wyndham Hotels & Resorts Inc.(WH)07,200+7,20005330.02%+533
Allegion PLC(ALLE)01,666+1,66601970.01%+197
PNC Financial Services Group I(PNC)04,600+4,60007150.02%+715
Travel and Leisure Co.(TNL)07,200+7,20003240.01%+324
Columbia Banking System Inc.(COLB)0899,129+899,129017,8840.54%+17,884
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