Fund Holdings — Dean Capital Management

Total Portfolio Value
$241.40M
Total Bought
$44.03M
Total Sold
$51.61M
Net Transaction
-$7.58M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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American States Water Co046,678+46,67803,5301.46%+3,530
Hershey Co/The(HSY)013,793+13,79302,8671.19%+2,867
Addus Homecare Corp030,291+30,29102,8371.18%+2,837
Mission Produce Inc(AVO)0149,536+149,53602,0580.85%+2,058
Cactus Inc(WHD)42,77881,280+38,5021,9543,8501.59%+1,896
RPM Intl Inc(RPM)017,436+17,43601,7330.72%+1,733
Alamo Group Inc6,46516,747+10,2821,0852,7631.14%+1,677
Levi Strauss & Co- Class A(LEVI)090,125+90,12501,6660.69%+1,666
Masco Corp(MAS)027,356+27,35601,6510.68%+1,651
Prestige Consumer Healthcare I(PBH)40,89967,798+26,8992,5234,0181.66%+1,495
Stepan Co(SCL)29,14457,248+28,1041,3802,8611.19%+1,481
Sonoco Products(SON)024,943+24,94301,3490.56%+1,349
Vishay Intertechnology Inc(VSH)22,21192,643+70,4323221,6680.69%+1,346
Heartland Express Inc(HTLD)136,909244,083+107,1741,2362,5381.05%+1,302
The Marzetti Company(MZTI)09,265+9,26501,2820.53%+1,282
J & J Snack Foods Corp(JJSF)016,153+16,15301,2800.53%+1,280
Camden National Corp(CAC)39,25161,881+22,6301,7032,9361.22%+1,234
PROG Holdings(PRG)13,98457,368+43,3844121,6460.68%+1,234
Keysight Technologies Inc(KEYS)9,91910,927+1,0082,0153,0851.28%+1,070
Permian Resources Corp(PR)139,966139,955-111,9642,9841.24%+1,020
Minerals Technologies Inc(MTX)15,39526,842+11,4479381,9040.79%+965
John B Sanfilippo & Son Inc(JBSS)47,47854,044+6,5663,3524,2871.78%+935
ESCO Technologies(ESE)2,9395,120+2,1815741,4410.60%+866
Kennametal Inc(KMT)75,09380,767+5,6742,1332,9181.21%+785
Littelfuse Inc(LFUS)14,92513,291-1,6343,7754,5101.87%+735
Baker Hughes Co(BKR)45,88045,877-32,0892,8011.16%+711
OGE Energy Corp(OGE)45,80354,866+9,0631,9562,6311.09%+676
Cohu Inc(COHU)87,19988,248+1,0492,0292,7021.12%+673
Rush Enterprises Inc(RUSHA)13,53121,024+7,4937301,3900.58%+660
Coterra Energy Inc74,16874,163-51,9522,6061.08%+654
BJ's Wholesale Club Holdings(BJ)18,98823,248+4,2601,7092,2880.95%+579
Eastman Chemical Co(EMN)28,05630,998+2,9421,7912,3660.98%+575
Douglas Dynamics Inc(PLOW)13,77021,854+8,0844509200.38%+470
1st Source Corp(SRCE)32,67036,226+3,5562,0422,5071.04%+466
Zimmer Biomet Holdings Inc(ZBH)19,52824,566+5,0381,7562,2210.92%+465
International Flavors & Fragra(IFF)29,21733,012+3,7951,9692,3950.99%+426
Brady Corp(BRC)33,84637,769+3,9232,6533,0681.27%+416
Jazz Pharmaceuticals PLC(JAZZ)21,15821,156-23,5974,0001.66%+403
Avery Dennison Corp11,70314,491+2,7882,1292,5021.04%+374
Arrow Electronics Inc17,82515,886-1,9391,9642,2780.94%+314
AAR Corp23,50420,549-2,9551,9462,2490.93%+303
Quest Diagnostics Inc(DGX)12,47812,476-22,1652,4451.01%+280
Hasbro Inc(HAS)22,70722,705-21,8622,1250.88%+263
Republic Services Inc(RSG)8,3709,300+9301,7742,0370.84%+263
Quaker Chemical Corp(KWR)14,10317,698+3,5951,9362,1990.91%+262
Ameren Corp(AEE)25,80725,805-22,5772,8361.18%+259
Centerpoint Energy Inc(CNP)53,47553,471-42,0502,3080.96%+258
Reynolds Consumer Products(REYN)155,712180,536+24,8243,5693,8241.58%+255
Atmos Energy Corp(ATO)13,87313,871-22,3262,5621.06%+237
Knight-Swift Transportation Ho(KNX)44,56344,559-42,3302,5661.06%+236
Stag Industrial Inc(STAG)48,36155,563+7,2021,7782,0040.83%+226
Helmerich & Payne Inc(HP)144,195120,913-23,2824,1364,3561.80%+221
Regency Centers Corp(REG)31,54231,541-12,1772,3860.99%+209
ITT Inc(ITT)12,16812,166-22,1112,3180.96%+207
AGCO Corp17,74817,746-21,8512,0560.85%+205
LKQ Corp(LKQ)57,11765,405+8,2881,7251,9210.80%+196
MKS Inc(MKSI)12,0909,144-2,9461,9322,1010.87%+169
Dover Corp(DOV)11,70311,702-12,2852,4391.01%+154
Xcel Energy Inc(XEL)26,73726,736-11,9752,1240.88%+149
Fulton Financial Corp(FULT)77,44478,984+1,5401,4971,6070.67%+110
Gates Industrial Corp PLC(GTES)92,22592,219-61,9802,0850.86%+105
Regal Rexnord Corp(RRX)13,87310,927-2,9461,9472,0460.85%+100
Viavi Solutions Inc(VIAV)221,405121,150-100,2553,9454,0321.67%+86
US Foods Holding Corp(USFD)26,27322,395-3,8781,9792,0650.86%+86
Raymond James Financial Inc(RJF)12,32214,181+1,8591,9792,0530.85%+74
Simmons First National Corp(SFNC)30,13332,664+2,5315686350.26%+67
Encompass Health Corp(EHC)19,76322,241+2,4782,0982,1510.89%+54
L3Harris Technologies Inc(LHX)9,1457,905-1,2402,6852,7281.13%+44
Microchip Technology Inc(MCHP)30,53530,533-21,9461,9730.82%+27
Diamond Hill Investment Group
COM NEW
4,4704,523+537587780.32%+21
Reinsurance Group Of America(RGA)11,16011,159-12,2712,2780.94%+8
PulteGroup Inc(PHM)15,19015,189-11,7811,7860.74%+5
Hartford Insurance Group Inc(HIG)17,82517,824-12,4562,4101.00%-46
Prosperity Bancshares Inc(PB)36,11536,112-32,4962,4261.00%-70
Broadstone Net Lease(BNL)151,246138,133-13,1132,6272,5241.05%-103
Wesco International Inc(WCC)10,2308,757-1,4732,5032,3960.99%-107
WR Berkley Corp33,17033,168-22,3262,1980.91%-128
Omnicom Group(OMC)25,49825,495-32,0591,9200.80%-139
CSG Systems International Inc19,50816,867-2,6411,4961,3480.56%-148
SS&C Technologies Holdings(SSNC)28,83034,562+5,7322,5202,3350.97%-185
Portland General Electric Co(POR)79,20768,296-10,9113,8013,6041.49%-197
Avalonbay Communities Inc11,08311,082-12,0091,8100.75%-199
S&T Bancorp Inc(STBA)47,83039,908-7,9221,8821,6690.69%-213
Assurant Inc(AIZ)11,23711,23702,7062,4481.01%-259
Independent Bank Corp22,91618,655-4,2611,6751,4030.58%-272
Bank of NY Mellon32,24029,137-3,1033,7433,4571.43%-286
Johnson Outdoors Inc(JOUT)35,49126,129-9,3621,5071,2150.50%-291
QCR Holdings Inc(QCRH)36,31431,831-4,4833,0252,7201.13%-305
Regions Financial Corp(RF)92,14883,537-8,6112,4972,1820.90%-315
Dollar General Corp(DG)23,01723,016-13,0562,7331.13%-323
CBRE Group Inc(CBRE)13,02013,019-12,0931,7640.73%-330
First Financial Corp(THFF)30,55523,755-6,8001,8461,5010.62%-345
Werner Enterprises Inc(WERN)54,29541,333-12,9621,6291,2160.50%-414
Standard Motor Products Inc(SMP)11,6340-11,6344290—-429
Papa Johns Intl Inc(PZZA)11,6340-11,6344480—-448
Malibu Boats Inc(MBUU)16,5860-16,5864680—-468
World Kinect Corp(WKC)29,0279,147-19,8806802110.09%-469
BorgWarner Inc61,84642,312-19,5342,7872,2960.95%-491
Synaptics Inc(SYNA)15,5137,720-7,7931,1485410.22%-608
Harmonic Inc(HLIT)70,2750-70,2756950—-695
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Dean Capital Management — 13F Holdings — Q1 2026 | TickerTrail