Fund Holdings — SYSTEMATIC FINANCIAL MANAGEMENT LP

Total Portfolio Value
$3.29B
Total Bought
$164.33M
Total Sold
$415.41M
Net Transaction
-$251.08M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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Madison Square Garden Entertai(MSGE)13,669832,046+818,37753628,4810.87%+27,945
PROVIDENT FIN SVC INC(PFS)750,2041,690,155+939,95110,93024,2540.74%+13,323
INTEGRA LIFESCIENCES CRP NEW(IART)62,050397,474+335,4242,20011,5820.35%+9,383
PORTLAND GENERAL ELEC CO(POR)231,537424,701+193,1649,72518,3640.56%+8,640
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 CO280,391235,104-45,28735,14141,8111.27%+6,670
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 Bancshares(CWBC)0261,735+261,73504,8420.15%+4,842
UNIVERSAL DISPLAY CORP(OLED)128,186123,539-4,64721,59325,9740.79%+4,381
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)160,538279,039+118,5015,7469,0520.27%+3,306
ATLANTIC UN BANKSHARES CORP(AUB)229,106346,292+117,1868,09011,3760.35%+3,286
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 INC(GENC)1,178,0781,138,659-39,41919,66222,0220.67%+2,360
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 Inc(ANGO)1,946,5892,109,561+162,97211,42612,7630.39%+1,336
MILLER IDS NEW(MLR)400,094387,573-12,52120,04521,3240.65%+1,280
National Healthcare Corp.(NHC)109,318106,911-2,40710,33211,5890.35%+1,258
SELECT WATER SOLUTION INC CL A(WTTR)977,342946,010-31,3329,02110,1220.31%+1,101
CHURCHILL DOWNS INC(CHDN)171,927159,357-12,57021,27622,2460.68%+970
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)941,721948,560+6,83926,51927,2900.83%+771
ADEIA INC COM(ADEA)1,820,6641,846,460+25,79619,88220,6530.63%+771
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)971,210947,432-23,77818,70619,3280.59%+622
KLA Corp.(KLAC)4,9224,887-353,4384,0290.12%+591
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)12,33512,33502,1152,5980.08%+483
PRINCETON BANCORP INC(BPRN)293,500286,995-6,5059,0349,5000.29%+466
ISHARES RUSSELL 2000 VALUE ETF4,1417,260+3,1196581,1060.03%+448
NEWMARK GROUP INC CL A(NMRK)830,403928,935+98,5329,2099,5030.29%+294
Freeport-McMoRan Inc.(FCX)6,77511,450+4,6753195560.02%+238
Stifel Financial Corp.(SF)400,486374,835-25,65131,30631,5420.96%+236
BOWLERO CORP CL A COM(LUCK)698,567676,139-22,4289,5709,7970.30%+227
L3Harris Technologies Inc.(LHX)21,30021,130-1704,5394,7450.14%+206
Biogen Inc.(BIIB)4,1604,670+5108971,0830.03%+186
Prothena Corporation plc
SHS
153,992193,763+39,7713,8143,9990.12%+185
Constellation Energy Corp.(CEG)9,9309,93001,8361,9890.06%+153
Trane Technologies plc(TT)5,0005,00001,5011,6450.05%+144
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.3,4003,40007018020.02%+101
Markel Goup Inc.(MKL)2,1522,139-133,2743,3700.10%+96
Akamai Technologies Inc.(AKAM)3,2154,910+1,6953504420.01%+93
LAM Research Corp.(LRCX)93093009049900.03%+87
Entergy Corp.(ETR)5,5956,315+7205916760.02%+84
MaxLinear Inc.(MXL)50,64650,031-6159461,0080.03%+62
Digital Realty Trust Inc. (REI(DLR)6,6736,67309611,0150.03%+53
Arch Capital Group Ltd.
ORD
6,3006,30005826360.02%+53
Morgan Stanley(MS)13,50013,50001,2711,3120.04%+41
Elevance Health Inc.(ELV)1,3861,38607197510.02%+32
Carrier Global Corp.(CARR)6,0006,00003493780.01%+30
International Paper Co.(IP)7,1007,10002773060.01%+29
ConAgra Brands Inc.(CAG)32,03034,150+2,1209499710.03%+21
RTX Corp.(RTX)6,0006,00005856020.02%+17
VANGUARD SM CAP VALUE ETF57131+7411240.00%+13
JPMorgan Chase & Co.(JPM)6,0756,07501,2171,2290.04%+12
nVent Electric plc(NVT)6,2056,20504684750.01%+8
Sylvamo Corp.(SLVM)645645040440.00%+4
Organon & Co.(OGN)730730014150.00%+1
Occidental Petroleum Corp. War(OXY)231231010100.00%-0
Prudential Financial Inc.(PFH)3,3003,30003873870.01%-1
ISHARES S&P SMLL-CAP 600 V ETF136-7110.00%-1
EQT Corp.(EQT)16,99016,99006306280.02%-2
Microsoft Corporation(MSFT)3,9203,685-2351,6491,6470.05%-2
MDC HOLDINGS INC750-7550—-5
Warner Bros. Discovery Inc. Se(WBD)4,6204,620040340.00%-6
Gaming and Leisure Properties(GLPI)9,1379,13704214130.01%-8
Otis Worldwide Corp.(OTIS)3,0003,00002982890.01%-9
VICI Properties Inc.(VICI)9,0859,08502712600.01%-10
NNN REIT Inc.(NNN)44,43044,325-1051,8991,8880.06%-11
U HAUL HOLDING COMPANY1,9191,879-401301160.00%-14
HEALTHPEAK PROPERTIES INC(DOC)1,312,8311,255,106-57,72524,61624,6000.75%-16
Kenvue Inc.(KVUE)4,7634,7630102870.00%-16
Hartford Financial Services Gr(HIG)6,7756,77506986810.02%-17
State Street Corp.(STT)5,4005,40004184000.01%-18
Ingersoll Rand Inc.(IR)4,4124,41204194010.01%-18
Central Garden & Pet Co. CL A(CENT)5,0305,03001861660.01%-20
Wyndham Hotels & Resorts Inc.(WH)7,2007,20005535330.02%-20
Allegion PLC(ALLE)1,6661,66602241970.01%-28
PNC Financial Services Group I(PNC)4,6004,60007437150.02%-28
Travel and Leisure Co.(TNL)7,2007,20003533240.01%-29
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SYSTEMATIC FINANCIAL MANAGEMENT LP — 13F Holdings — Q2 2024 | TickerTrail