Fund HoldingsDean Capital Management

Total Portfolio Value
$235.53M
Total Bought
$164.03M
Total Sold
$6.43M
Net Transaction
+$157.60M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CSG Systems International Inc20,36073,605+53,2458383,5811.52%+2,743
Pilgrim's Pride Corp(PPC)058,598+58,59802,6981.15%+2,698
Fresh Del Monte Produce Inc(DMC)31,239104,936+73,6976833,1001.32%+2,417
Encompass Health Corp(EHC)024,948+24,94802,4111.02%+2,411
Entergy Corp(ETR)017,983+17,98302,3671.00%+2,367
Bank of NY Mellon031,432+31,43202,2590.96%+2,259
CBRE Group Inc(CBRE)017,327+17,32702,1570.92%+2,157
OGE Energy Corp(OGE)052,534+52,53402,1550.91%+2,155
International Flavors & Fragra(IFF)019,885+19,88502,0870.89%+2,087
L3Harris Technologies Inc(LHX)08,596+8,59602,0450.87%+2,045
Ameren Corp(AEE)022,830+22,83001,9970.85%+1,997
Dover Corp(DOV)010,319+10,31901,9790.84%+1,979
Assurant Inc(AIZ)09,882+9,88201,9650.83%+1,965
Conagra Brands(CAG)059,489+59,48901,9350.82%+1,935
Welltower Inc015,042+15,04201,9260.82%+1,926
Reinsurance Group Of America(RGA)08,825+8,82501,9230.82%+1,923
PulteGroup Inc(PHM)013,347+13,34701,9160.81%+1,916
One Gas Inc(OGS)25,21547,370+22,1551,6103,5251.50%+1,915
SS&C Technologies Holdings(SSNC)025,798+25,79801,9140.81%+1,914
Atmos Energy Corp(ATO)013,626+13,62601,8900.80%+1,890
ESCO Technologies(ESE)11,38023,908+12,5281,1953,0841.31%+1,888
Hartford Financial Services Gr(HIG)015,860+15,86001,8650.79%+1,865
Centerpoint Energy Inc(CNP)062,524+62,52401,8390.78%+1,839
Carter's Inc(CRI)10,59938,097+27,4986572,4761.05%+1,819
US Foods Holding Corp(USFD)028,862+28,86201,7750.75%+1,775
Omnicom Group(OMC)017,151+17,15101,7730.75%+1,773
BorgWarner Inc048,538+48,53801,7610.75%+1,761
Raymond James Financial Inc(RJF)014,337+14,33701,7560.75%+1,756
First Financial Corp/IN(THFF)040,031+40,03101,7550.75%+1,755
Molina Healthcare Inc(MOH)05,082+5,08201,7510.74%+1,751
Avery Dennison Corp07,885+7,88501,7410.74%+1,741
Prosperity Bancshares Inc(PB)023,903+23,90301,7230.73%+1,723
Papa Johns Intl Inc031,914+31,91401,7190.73%+1,719
Quest Diagnostics Inc(DGX)011,047+11,04701,7150.73%+1,715
Regions Financial Corp(RF)072,558+72,55801,6930.72%+1,693
Republic Services Inc(RSG)08,371+8,37101,6810.71%+1,681
Universal Health Realty Income23,98757,260+33,2739392,6201.11%+1,681
SpartanNash Co45,073112,443+67,3708462,5201.07%+1,674
Stag Industrial Inc(STAG)042,831+42,83101,6740.71%+1,674
Littelfuse Inc(LFUS)06,310+6,31001,6740.71%+1,674
WR Berkley Corp029,346+29,34601,6650.71%+1,665
Avalonbay Communities Inc07,358+7,35801,6570.70%+1,657
Arrow Electronics Inc012,425+12,42501,6500.70%+1,650
Treehouse Foods Inc24,15460,265+36,1118852,5301.07%+1,645
Regency Centers Corp(REG)022,766+22,76601,6440.70%+1,644
Hackett Group Inc/The28,06084,711+56,6516092,2250.94%+1,616
AutoZone Inc(AZO)0508+50801,6000.68%+1,600
ITT Inc(ITT)010,666+10,66601,5950.68%+1,595
Ameriprise Financial Inc(AMP)03,375+3,37501,5860.67%+1,586
Curtiss Wright Corp(CW)04,814+4,81401,5820.67%+1,582
Simmons First National Corp(SFNC)15,28685,142+69,8562691,8340.78%+1,565
Jazz Pharmaceuticals Inc(JAZZ)014,018+14,01801,5620.66%+1,562
Helmerich & Payne Inc(HP)051,260+51,26001,5590.66%+1,559
Douglas Dynamics Inc(PLOW)055,803+55,80301,5390.65%+1,539
Knight Transportation Inc(KNX)028,369+28,36901,5310.65%+1,531
BJ's Wholesale Club Holdings(BJ)018,470+18,47001,5230.65%+1,523
Xcel Energy Inc(XEL)022,998+22,99801,5020.64%+1,502
Baker Hughes Co(BKR)041,514+41,51401,5010.64%+1,501
Zimmer Biomet Holdings Inc(ZBH)013,744+13,74401,4840.63%+1,484
Advanced Energy Inds5,91320,131+14,2186432,1190.90%+1,475
Broadridge Financial Solutions(BR)06,667+6,66701,4340.61%+1,434
Casey's General Stores Inc(CASY)03,803+3,80301,4290.61%+1,429
Genuine Parts Co(GPC)010,164+10,16401,4200.60%+1,420
American States Water Co27,72340,734+13,0112,0123,3931.44%+1,381
Global Payments Inc(GPN)013,379+13,37901,3700.58%+1,370
Take-Two Interactive Software(TTWO)08,906+8,90601,3690.58%+1,369
Regal Rexnord Corp(RRX)08,128+8,12801,3480.57%+1,348
Winnebago Industries Inc(WGO)9,03731,593+22,5564901,8360.78%+1,346
Rush Enterprises Inc(RUSHA)025,088+25,08801,3250.56%+1,325
Getty Realty Corp(GTY)52,84485,258+32,4141,4092,7121.15%+1,303
Franklin Covey Co(FC)031,075+31,07501,2780.54%+1,278
Lamb Weston Holdings Inc(LW)019,500+19,50001,2620.54%+1,262
Diamond Hill Investment Group
COM NEW
8,98315,613+6,6301,2642,5231.07%+1,259
Skechers USA Inc018,708+18,70801,2520.53%+1,252
Ovintiv Inc(OVV)032,391+32,39101,2410.53%+1,241
Bel Fuse Inc Cl B11,60325,241+13,6387571,9820.84%+1,225
Viavi Solutions Inc(VIAV)35,704161,004+125,3002451,4520.62%+1,207
Gates Industrial Corp PLC(GTES)068,701+68,70101,2060.51%+1,206
Malibu Boats Inc21,36650,230+28,8647491,9490.83%+1,201
Yum China Holdings Inc(YUMC)026,524+26,52401,1940.51%+1,194
Independent Bank Corp11,88230,229+18,3476031,7870.76%+1,185
Broadstone Net Lease(BNL)88,473135,518+47,0451,4042,5681.09%+1,164
Werner Enterprises Inc(WERN)55,33680,498+25,1621,9833,1061.32%+1,124
Camden National Corp(CAC)17,68441,074+23,3905841,6970.72%+1,114
Air Transport Services Group45,799106,658+60,8596351,7270.73%+1,092
Harmonic Inc(HLIT)25,66195,493+69,8323021,3910.59%+1,089
Hasbro Inc(HAS)015,030+15,03001,0870.46%+1,087
Innovex Downhill Solutions(INVX)071,676+71,67601,0520.45%+1,052
WaFd Inc(WAFD)18,57645,209+26,6335311,5760.67%+1,045
Standard Motor Products Inc(SMP)34,08358,187+24,1049451,9320.82%+987
Kennametal Inc(KMT)38,21271,507+33,2959001,8540.79%+955
S&T Bancorp Inc(STBA)31,96547,816+15,8511,0672,0070.85%+940
PROG Holdings(PRG)30,23640,865+10,6291,0491,9820.84%+933
Cohu Inc(COHU)15,45255,616+40,1645111,4290.61%+918
Employers Holdings(EIG)26,88642,698+15,8121,1462,0480.87%+902
Northwestern Energy Group Inc(NWE)11,79125,676+13,8855901,4690.62%+879
Cathay General Bancorp(CATY)15,30332,446+17,1435771,3940.59%+816
QCR Holdings Inc(QCRH)24,26629,885+5,6191,4562,2120.94%+756
1st Source Corp(SRCE)27,22436,585+9,3611,4602,1910.93%+731
Wendy's Company/The(WEN)107,217141,861+34,6441,8182,4851.06%+667
Page 1 of 1