Fund HoldingsHOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Total Portfolio Value
$32.36B
Total Bought
$2.51B
Total Sold
$5.14B
Net Transaction
-$2.62B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APA CORPORATION(APA)032,015,114+32,015,11401,358,7214.20%+1,358,721
CDW CORP(CDW)02,027,480+2,027,4800245,3660.76%+245,366
GENUINE PARTS CO(GPC)01,746,990+1,746,9900184,7440.57%+184,744
FISERV INC(FISV)05,835,003+5,835,0030325,5931.01%+325,593
OVINTIV INC(OVV)08,501,093+8,501,0930504,6251.56%+504,625
CNH INDL N V
SHS
35,219,82343,625,356+8,405,533324,727479,8791.48%+155,152
OLIN CORP(OLN)015,084,224+15,084,2240448,4541.39%+448,454
SHELL PLC(SHEL)6,316,6076,146,649-169,958464,144571,6381.77%+107,494
LABCORP HOLDINGS INC(LH)0743,602+743,6020198,4000.61%+198,400
ZIMMER BIOMET HOLDINGS INC(ZBH)02,792,389+2,792,3890252,4880.78%+252,488
ALEXANDRIA REAL ESTATE EQ IN01,221,640+1,221,640056,7090.18%+56,709
PPG INDS INC(PPG)5,877,0956,159,946+282,851602,167658,3752.03%+56,208
SLB LIMITED(SLB)11,747,3329,706,372-2,040,960450,863498,8101.54%+47,948
CALIFORNIA RES CORP(CRC)932,1641,260,493+328,32941,67787,2510.27%+45,574
FLUOR CORP(FLR)04,021,505+4,021,5050187,6030.58%+187,603
FIRST CTZNS BANCSHARES INC D(FCNCA)96,152132,830+36,678206,359250,3390.77%+43,980
SAP SE(SAP)0256,495+256,495043,9150.14%+43,915
TELEFONAKTIEBOLAGET LM ERICS(ERIC)92,132,60582,262,127-9,870,478889,080927,0942.87%+38,015
KOSMOS ENERGY LTD(KOS)020,051,601+20,051,601055,7430.17%+55,743
STAGWELL INC(STGW)023,058,057+23,058,0570145,0350.45%+145,035
UNIVERSAL HLTH SVCS INC(UHS)0237,218+237,218042,4550.13%+42,455
MONDELEZ INTL INC(MDLZ)5,531,0305,618,340+87,310297,735323,8411.00%+26,106
MAGNA INTL INC(MGA)9,854,0529,844,971-9,081525,221549,4481.70%+24,227
SLM CORP(SLM)4,374,4216,486,188+2,111,767118,372138,8690.43%+20,497
ROBERT HALF INC.(RHI)536,8711,341,963+805,09214,58134,0860.11%+19,504
CONSTELLATION BRANDS INC(STZ)1,787,0661,764,431-22,635246,544264,6650.82%+18,121
ZIONS BANCORPORATION NATL AS(ZION)154,540432,975+278,4359,04724,9480.08%+15,901
DOMINION ENERGY INC(D)11,704,01011,349,393-354,617685,738701,6192.17%+15,882
OGE ENERGY CORP(OGE)01,092,186+1,092,186052,3810.16%+52,381
BORGWARNER INC02,103,232+2,103,2320114,1210.35%+114,121
LANDSTAR SYS INC(LSTR)091,845+91,845014,7240.05%+14,724
RUSH ENTERPRISES INC(RUSHA)826,345873,911+47,56644,57357,7740.18%+13,201
PAYCOM SOFTWARE INC(PAYC)0107,930+107,930013,1180.04%+13,118
GENPACT LIMITED
SHS
0351,062+351,062013,0770.04%+13,077
AUTONATION INC(AN)066,800+66,800013,0430.04%+13,043
GSK PLC(GSK)03,482,054+3,482,0540192,1750.59%+192,175
MOLINA HEALTHCARE INC(MOH)095,524+95,524012,7330.04%+12,733
NORTHPOINTE BANCSHARES INC.0737,370+737,370012,7270.04%+12,727
VONTIER CORPORATION(VNT)0598,137+598,137021,2160.07%+21,216
VAIL RESORTS INC(MTN)096,853+96,853012,4280.04%+12,428
UPBOUND GROUP INC(UPBD)0737,660+737,660013,3150.04%+13,315
SAREPTA THERAPEUTICS INC(SRPT)0560,150+560,150012,1890.04%+12,189
INTERPARFUMS INC(IPAR)0133,260+133,260012,1050.04%+12,105
BELLRING BRANDS INC(BRBR)0739,944+739,944011,9060.04%+11,906
LAMB WESTON HLDGS INC(LW)0281,250+281,250011,8860.04%+11,886
KINETIK HOLDINGS INC(KNTK)0239,740+239,740011,6060.04%+11,606
WENDYS CO(WEN)01,660,900+1,660,900011,5430.04%+11,543
CROCS INC(CROX)0135,888+135,888011,2810.03%+11,281
CONMED CORP(CNMD)0317,450+317,450011,2250.03%+11,225
SIMPLY GOOD FOODS CO(SMPL)0781,860+781,860011,2200.03%+11,220
CONOCOPHILLIPS(COP)2,287,6741,704,717-582,957214,149225,0230.70%+10,873
RANGE RES CORP(RRC)0233,770+233,770010,5620.03%+10,562
KONTOOR BRANDS INC(KTB)0148,910+148,910010,4670.03%+10,467
VORNADO RLTY TR(VNO)0401,545+401,545010,4360.03%+10,436
BLOCK H & R INC0326,650+326,650010,3680.03%+10,368
CHURCHILL DOWNS INC(CHDN)0115,350+115,350010,3620.03%+10,362
CALAVO GROWERS INC0386,080+386,08009,9570.03%+9,957
SMUCKER J M CO(SJM)2,057,6302,190,076+132,446201,257211,2110.65%+9,954
PEOPLES BANCORP INC(PEBO)0296,860+296,86009,7580.03%+9,758
TRUIST FINL CORP(TFC)6,843,3497,537,029+693,680336,761346,4771.07%+9,716
CBIZ INC(CBZ)0357,180+357,18009,5900.03%+9,590
DOLBY LABORATORIES INC(DLB)0157,380+157,38009,4520.03%+9,452
ITRON INC(ITRI)0103,930+103,93009,3150.03%+9,315
LINDSAY CORP(LNN)075,600+75,60009,0020.03%+9,002
JONES LANG LASALLE INC(JLL)0128,617+128,617039,1410.12%+39,141
FLOWERS FOODS INC(FLO)01,051,880+1,051,88008,5730.03%+8,573
ORGANON & CO(OGN)01,375,960+1,375,96008,2420.03%+8,242
INSIGHT ENTERPRISES INC(NSIT)0122,490+122,49008,2080.03%+8,208
PRESTIGE CONSMR HEALTHCARE I(PBH)0136,800+136,80008,1080.03%+8,108
ARHAUS INC(ARHS)01,131,950+1,131,95007,6750.02%+7,675
VIRTU FINL INC(VIRT)0170,209+170,20907,4860.02%+7,486
GROCERY OUTLET HLDG CORP(GO)01,018,530+1,018,53007,1810.02%+7,181
NATHANS FAMOUS INC066,320+66,32006,6800.02%+6,680
SOUTHERN MO BANCORP INC(SMBC)0154,801+154,80109,8980.03%+9,898
ABERCROMBIE & FITCH CO071,130+71,13006,4990.02%+6,499
WPP PLC NEW(WPP)015,001,708+15,001,7080233,2770.72%+233,277
COMMUNITY WEST BANCSHARES NE0276,060+276,06006,4320.02%+6,432
S & T BANCORP INC(STBA)0153,660+153,66006,4280.02%+6,428
CNB FINL CORP PA(CCNE)0336,145+336,14509,7350.03%+9,735
SOUTHSIDE BANCSHARES INC(SBSI)0204,750+204,75006,3660.02%+6,366
CHOICEONE FINANCIA0226,080+226,08006,3570.02%+6,357
CVB FINL CORP(CVBF)0325,531+325,53106,3120.02%+6,312
SOUTHERN FIRST BANCSHARES0115,130+115,13006,2750.02%+6,275
INDEPENDENT BK CORP MICH0184,310+184,31006,1380.02%+6,138
N-ABLE INC01,291,460+1,291,46006,0310.02%+6,031
DEERE & CO(DE)304,670262,210-42,460141,845147,7030.46%+5,858
FOX FACTORY HLDG CORP0354,630+354,63005,8370.02%+5,837
MACYS INC(M)0303,960+303,96005,4990.02%+5,499
ASSOCIATED BANC-CORP01,245,978+1,245,978032,2210.10%+32,221
B & G FOODS INC01,082,800+1,082,80005,2080.02%+5,208
SM ENERGY COMPANY(SM)0504,884+504,884015,7420.05%+15,742
AMDOCS LTD(DOX)877,6061,161,166+283,56070,65675,7780.23%+5,122
DNOW INC(DNOW)0419,200+419,20004,9930.02%+4,993
WALKER & DUNLOP INC(WD)0109,310+109,31004,8510.01%+4,851
IBOTTA INC0153,980+153,98004,6150.01%+4,615
FLUSHING FINL CORP0797,838+797,838012,2550.04%+12,255
WHIRLPOOL CORP(WHR)0105,000+105,00004,3000.01%+4,300
MIDLAND STATES BANCORP INC371,784540,364+168,5807,87112,0560.04%+4,185
INGRAM MICRO HLDG CORP(INGM)0461,250+461,250010,7520.03%+10,752
MICROSOFT CORP(MSFT)080,889+80,889029,9430.09%+29,943
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