Fund HoldingsEARNEST PARTNERS LLC

Total Portfolio Value
$17.34B
Total Bought
$5.65B
Total Sold
$5.33B
Net Transaction
+$322.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
REINSURANCE GRP OF AMERICA I(RGA)02,371,076+2,371,0760344,2571.99%+344,257
HOULIHAN LOKEY INC(HLI)03,123,251+3,123,2510334,5631.93%+334,563
MOOG INC(MOG-A)02,302,101+2,302,1010260,0451.50%+260,045
CBRE GROUP INC(CBRE)03,117,610+3,117,6100230,2671.33%+230,267
ALBANY INTL CORP02,335,560+2,335,5600201,5121.16%+201,512
CASELLA WASTE SYS INC(CWST)02,157,953+2,157,9530164,6520.95%+164,652
BOX INC(BOX)06,132,385+6,132,3850148,4650.86%+148,465
ICON PLC(ICLR)0583,261+583,2610143,6280.83%+143,628
SCOTTS MIRACLE-GRO CO(SMG)02,711,024+2,711,0240140,1060.81%+140,106
STAG INDL INC(STAG)03,786,666+3,786,6660130,6780.75%+130,678
BIO RAD LABS INC0351,510+351,5100125,9990.73%+125,999
EQUINOR ASA(EQNR)03,690,797+3,690,7970121,0210.70%+121,021
FLEX LTD(FLEX)04,425,891+4,425,8910119,4110.69%+119,411
COPT DEFENSE PROPERTIES(CDP)04,988,094+4,988,0940118,8660.69%+118,866
SBA COMMUNICATIONS CORP NEW(SBAC)0550,185+550,1850110,1310.64%+110,131
CHECK POINT SOFTWARE TECH LT
ORD
0719,612+719,612095,9100.55%+95,910
BAIDU INC0684,876+684,876092,0130.53%+92,013
CANADIAN NATL RY CO(CNI)0828,852+828,852090,0040.52%+90,004
RIO TINTO PLC(RIO)01,378,896+1,378,896087,7530.51%+87,753
NOVARTIS AG(NVS)0815,838+815,838083,1010.48%+83,101
BOSTON PROPERTIES INC(BXP)01,369,183+1,369,183081,4390.47%+81,439
AIR LEASE CORP
CL A
01,825,501+1,825,501071,9430.41%+71,943
PEBBLEBROOK HOTEL TR(PEB)05,275,073+5,275,073071,6880.41%+71,688
SPIRIT AEROSYSTEMS HLDGS INC04,401,341+4,401,341071,0380.41%+71,038
HDFC BANK LTD(HDB)01,149,311+1,149,311067,8210.39%+67,821
BANCOLOMBIA S A02,515,052+2,515,052067,1020.39%+67,102
QIAGEN NV(QGEN)01,511,503+1,511,503061,2160.35%+61,216
BANCO BRADESCO S A020,992,176+20,992,176059,8280.35%+59,828
VORNADO RLTY TR(VNO)02,603,909+2,603,909059,0570.34%+59,057
CARNIVAL CORP04,057,119+4,057,119055,6640.32%+55,664
SOCIEDAD QUIMICA Y MINERA DE(SQM)0930,163+930,163055,5030.32%+55,503
LABORATORY CORP AMER HLDGS0268,675+268,675054,0170.31%+54,017
EASTGROUP PPTYS INC(EGP)0317,607+317,607052,8910.31%+52,891
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0551,119+551,119047,8920.28%+47,892
SCHNEIDER NATIONAL INC(SNDR)01,715,651+1,715,651047,5060.27%+47,506
PETROLEO BRASILEIRO SA PETRO(PBR)03,133,657+3,133,657046,9740.27%+46,974
ALEXANDRIA REAL ESTATE EQ IN0463,984+463,984046,4450.27%+46,445
POPULAR INC(BPOP)0693,493+693,493043,6970.25%+43,697
BATH & BODY WORKS INC01,276,690+1,276,690043,1520.25%+43,152
AMERICOLD REALTY TRUST INC(COLD)01,360,423+1,360,423041,3700.24%+41,370
RYDER SYS INC(R)1,626,5351,666,621+40,086137,914178,2451.03%+40,331
SENSATA TECHNOLOGIES HLDG PL
SHS
0987,907+987,907037,3630.22%+37,363
AKAMAI TECHNOLOGIES INC(AKAM)1,710,2071,792,571+82,364153,696190,9811.10%+37,284
CF INDS HLDGS INC(CF)1,596,5821,714,890+118,308110,835147,0350.85%+36,200
ASE TECHNOLOGY HLDG CO LTD(ASX)04,639,201+4,639,201034,8870.20%+34,887
ARCHROCK INC(AROC)12,225,04912,552,460+327,411125,307158,1610.91%+32,854
OCEANEERING INTL INC(OII)5,174,3845,009,969-164,41596,761128,8560.74%+32,095
PERFORMANCE FOOD GROUP CO(PFGC)0768,432+768,432045,2300.26%+45,230
SABRE CORP020,662,442+20,662,442092,7740.54%+92,774
HELMERICH & PAYNE INC(HP)2,815,7632,929,498+113,73599,819123,5080.71%+23,689
SCHLUMBERGER LTD(SLB)0403,437+403,437023,5200.14%+23,520
KEYCORP(KEY)08,344,219+8,344,219089,7840.52%+89,784
NOV INC(NOV)04,143,782+4,143,782086,6050.50%+86,605
MURPHY OIL CORP(MUR)2,445,0922,566,887+121,79593,647116,4080.67%+22,761
MORGAN STANLEY(MS)0221,049+221,049018,0530.10%+18,053
NICE LTD(NICE)0104,087+104,087017,6950.10%+17,695
FIRSTCASH HOLDINGS INC(FCFS)2,183,9752,206,042+22,067203,830221,4421.28%+17,612
PINNACLE FINL PARTNERS INC0634,109+634,109042,5110.25%+42,511
EVERQUOTE INC(EVER)01,933,597+1,933,597013,9800.08%+13,980
WOODWARD INC(WWD)999,7681,062,665+62,897118,882132,0470.76%+13,164
WEBSTER FINL CORP(WBS)2,210,0462,394,951+184,90583,42996,5400.56%+13,111
XP INC(XP)0568,685+568,685013,1080.08%+13,108
PARSONS CORP DEL(PSN)2,802,5392,716,384-86,155134,914147,6350.85%+12,721
EASTMAN CHEM CO(EMN)1,507,7401,807,691+299,951126,228138,6860.80%+12,458
CABOT CORP(CBT)3,100,6693,167,091+66,422207,404219,3841.27%+11,981
CATALENT INC01,150,879+1,150,879052,4000.30%+52,400
DIAMONDBACK ENERGY INC(FANG)0313,744+313,744048,5930.28%+48,593
ISHARES TR079,413+79,413010,7640.06%+10,764
ESSEX PPTY TR INC(ESS)049,951+49,951010,5940.06%+10,594
STEELCASE INC0883,007+883,00709,8630.06%+9,863
LUXFER HLDGS PLC0731,774+731,77409,5500.06%+9,550
DOVER CORP(DOV)0304,023+304,023042,4140.24%+42,414
RENAISSANCERE HLDGS LTD(RNR)532,804548,496+15,69299,379108,5580.63%+9,180
ON SEMICONDUCTOR CORP(ON)1,973,3912,098,884+125,493186,643195,0911.13%+8,448
GLOBAL PMTS INC(GPN)0460,783+460,783053,1700.31%+53,170
ITAU UNIBANCO HLDG S A(ITUB)01,489,558+1,489,55807,9990.05%+7,999
TELEDYNE TECHNOLOGIES INC(TDY)288,673309,751+21,078118,676126,5580.73%+7,882
FORMFACTOR INC(FORM)6,372,1886,450,654+78,466218,056225,3861.30%+7,330
DMC GLOBAL INC01,099,281+1,099,281026,8990.16%+26,899
VANGUARD INDEX FDS048,417+48,41706,9400.04%+6,940
ECOPETROL S A(EC)0516,982+516,98205,9870.03%+5,987
SPDR SER TR
SP O&G EXPL PRO
040,094+40,09405,9300.03%+5,930
CENTENE CORP DEL(CNC)0869,567+869,567059,8960.35%+59,896
STIFEL FINL CORP(SF)2,794,0772,802,275+8,198166,723172,1720.99%+5,449
PROGRESSIVE CORP(PGR)673,686677,536+3,85089,17694,3810.54%+5,205
PACKAGING CORP AMER(PKG)0202,823+202,823031,1430.18%+31,143
EVEREST GROUP LTD(EG)238,901233,102-5,79981,67186,6370.50%+4,966
CHAMPIONX CORPORATION0889,192+889,192031,6730.18%+31,673
ACUITY BRANDS INC(AYI)0285,055+285,055048,5480.28%+48,548
WEIBO CORP(WB)0368,552+368,55204,6220.03%+4,622
BROADRIDGE FINL SOLUTIONS IN(BR)0288,637+288,637051,6800.30%+51,680
SANMINA CORPORATION(SANM)01,182,552+1,182,552064,1890.37%+64,189
LKQ CORP(LKQ)0977,929+977,929048,4170.28%+48,417
WOODSIDE ENERGY GROUP LTD(WDS)0181,733+181,73304,2330.02%+4,233
HEARTLAND FINL USA INC02,743,885+2,743,885080,7530.47%+80,753
BHP GROUP LTD071,333+71,33304,0570.02%+4,057
FLOWSERVE CORP(FLS)2,788,1102,705,252-82,858103,578107,5880.62%+4,010
ELBIT SYS LTD(ESLT)05,042+5,04203,8220.02%+3,822
COTERRA ENERGY INC01,417,225+1,417,225038,3360.22%+38,336
PENN ENTERTAINMENT INC(PENN)02,718,095+2,718,095062,3800.36%+62,380
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