Fund HoldingsDean Capital Management

Total Portfolio Value
$234.71M
Total Bought
$37.54M
Total Sold
$56.83M
Net Transaction
-$19.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Portland General Electric Co(POR)079,207+79,20703,8011.62%+3,801
Chesapeake Untilities Corp(CPK)027,851+27,85103,4751.48%+3,475
Prestige Consumer Healthcare I(PBH)040,899+40,89902,5231.07%+2,523
Safety Insurance Group Inc(SAFT)033,261+33,26102,5911.10%+2,591
Employers Holdings(EIG)16,65665,339+48,6837082,8211.20%+2,113
Keysight Technologies Inc(KEYS)09,919+9,91902,0150.86%+2,015
Viavi Solutions Inc(VIAV)200,719221,405+20,6862,5473,9451.68%+1,398
Helmerich & Payne Inc(HP)134,159144,195+10,0362,9644,1361.76%+1,172
John B Sanfilippo & Son Inc(JBSS)35,65747,478+11,8212,2923,3521.43%+1,060
Kennametal Inc(KMT)075,093+75,09302,1330.91%+2,133
Reynolds Consumer Products(REYN)105,039155,712+50,6732,5703,5691.52%+999
Camden National Corp(CAC)039,251+39,25101,7030.73%+1,703
Jazz Pharmaceuticals PLC(JAZZ)20,50421,158+6542,7023,5971.53%+894
Leggett & Platt Inc(LEG)0110,585+110,58501,2160.52%+1,216
Dollar General Corp(DG)22,30823,017+7092,3063,0561.30%+750
Steven Madden Ltd(SHOO)97,01695,660-1,3563,2483,9831.70%+735
Knight-Swift Transportation Ho(KNX)43,17144,563+1,3921,7062,3300.99%+624
Heartland Express Inc(HTLD)0136,909+136,90901,2360.53%+1,236
Healthcare Services Group Inc(HCSG)161,941172,634+10,6932,7253,3011.41%+575
Innovex International Inc(INVX)139,656143,490+3,8342,5893,1381.34%+549
Cousins Properties Inc(CUZ)22,31645,601+23,2856461,1760.50%+530
Capri Holdings Ltd(CPRI)73,69080,970+7,2801,4681,9760.84%+508
S&T Bancorp Inc(STBA)36,69847,830+11,1321,3791,8820.80%+503
MKS Inc(MKSI)11,71312,090+3771,4501,9320.82%+482
Winnebago Industries Inc(WGO)038,781+38,78101,5710.67%+1,571
Wesco International Inc(WCC)9,91310,230+3172,0972,5031.07%+406
Dover Corp(DOV)11,34011,703+3631,8922,2850.97%+393
Aar Corp17,53023,504+5,9741,5721,9460.83%+374
Assurant Inc(AIZ)10,88511,237+3522,3582,7061.15%+349
Bank of NY Mellon31,24032,240+1,0003,4043,7431.59%+339
Jefferies Financial Group Inc23,20029,603+6,4031,5181,8340.78%+317
Werner Enterprises Inc(WERN)054,295+54,29501,6290.69%+1,629
Avery Dennison Corp11,34111,703+3621,8392,1290.91%+289
Coterra Energy Inc71,87874,168+2,2901,7001,9520.83%+252
Permian Resources Corp(PR)135,646139,966+4,3201,7361,9640.84%+227
International Flavors & Fragra(IFF)28,31129,217+9061,7421,9690.84%+227
Hasbro Inc(HAS)22,00422,707+7031,6691,8620.79%+193
Reinsurance Group Of America(RGA)10,81511,160+3452,0782,2710.97%+193
Prosperity Bancshares Inc(PB)34,98836,115+1,1272,3212,4961.06%+174
Cactus Inc(WHD)042,778+42,77801,9540.83%+1,954
BorgWarner Inc59,93161,846+1,9152,6352,7871.19%+152
Hartford Insurance Group Inc(HIG)17,29417,825+5312,3072,4561.05%+149
Brady Corp(BRC)32,09033,846+1,7562,5042,6531.13%+149
Regions Financial Corp(RF)89,29092,148+2,8582,3552,4971.06%+143
Lithia Motors Inc-Cl A(LAD)5,2575,425+1681,6611,8030.77%+142
Stag Industrial Inc(STAG)46,89148,361+1,4701,6551,7780.76%+123
CBRE Group Inc(CBRE)12,61513,020+4051,9882,0930.89%+106
Eastman Chemical Co(EMN)27,17928,056+8771,7141,7910.76%+77
Atkore Inc018,921+18,92101,1970.51%+1,197
Microchip Technology Inc(MCHP)030,535+30,53501,9460.83%+1,946
Omnicom Group(OMC)24,70725,498+7912,0142,0590.88%+45
Centerpoint Energy Inc(CNP)51,82453,475+1,6512,0112,0500.87%+39
SS&C Technologies Holdings(SSNC)27,95128,830+8792,4812,5201.07%+39
LKQ Corp(LKQ)55,34757,117+1,7701,6901,7250.73%+35
Atmos Energy Corp(ATO)13,43913,873+4342,2952,3260.99%+31
Take-Two Interactive Software(TTWO)05,270+5,27001,3490.57%+1,349
US Foods Holding Corp(USFD)25,45926,273+8141,9511,9790.84%+28
Ameriprise Financial Inc(AMP)01,860+1,86009120.39%+912
Zimmer Biomet Holdings Inc(ZBH)17,56819,528+1,9601,7301,7560.75%+26
Regal Rexnord Corp(RRX)13,44413,873+4291,9281,9470.83%+18
AGCO Corp17,20317,748+5451,8421,8510.79%+10
ITT Inc(ITT)11,78012,168+3882,1062,1110.90%+5
BJ's Wholesale Club Holdings(BJ)18,39918,988+5891,7161,7090.73%-6
Fulton Financial Corp(FULT)81,41677,444-3,9721,5171,4970.64%-20
L3Harris Technologies Inc(LHX)8,8609,145+2852,7062,6851.14%-21
Stepan Co(SCL)029,144+29,14401,3800.59%+1,380
Ameren Corp(AEE)25,01925,807+7882,6112,5771.10%-34
Regency Centers Corp(REG)30,55831,542+9842,2282,1770.93%-50
1st Source Corp(SRCE)032,670+32,67002,0420.87%+2,042
Broadridge Financial Solutions(BR)7,3537,595+2421,7511,6950.72%-56
Global Payments Inc(GPN)17,87518,445+5701,4851,4280.61%-57
Avalonbay Communities Inc10,73611,083+3472,0742,0090.86%-64
Baker Hughes Co(BKR)44,45745,880+1,4232,1662,0890.89%-77
Raymond James Financial Inc(RJF)11,94212,322+3802,0611,9790.84%-82
Republic Services Inc(RSG)8,1098,370+2611,8611,7740.76%-87
QCR Holdings Inc(QCRH)41,15336,314-4,8393,1133,0251.29%-88
OGE Energy Corp(OGE)44,38945,803+1,4142,0541,9560.83%-98
Conmed Corp(CNMD)17,23417,301+678117020.30%-108
Xcel Energy Inc(XEL)25,91326,737+8242,0901,9750.84%-115
Arrow Electronics Inc17,27717,825+5482,0911,9640.84%-127
Yeti Holdings Inc(YETI)107,56577,915-29,6503,5693,4421.47%-128
Campbell's Company/The(CPB)46,49247,973+1,4811,4681,3370.57%-131
WR Berkley Corp32,15733,170+1,0132,4642,3260.99%-138
Quest Diagnostics Inc(DGX)12,09612,478+3822,3052,1650.92%-140
PulteGroup Inc(PHM)14,72115,190+4691,9451,7810.76%-164
Harmonic Inc(HLIT)070,275+70,27506950.30%+695
CSG Systems International Inc019,508+19,50801,4960.64%+1,496
Gates Industrial Corp PLC(GTES)89,37992,225+2,8462,2181,9800.84%-238
Broadstone Net Lease(BNL)162,091151,246-10,8452,8972,6271.12%-269
Alamo Group Inc06,465+6,46501,0850.46%+1,085
Minerals Technologies Inc(MTX)20,20615,395-4,8111,2559380.40%-317
Encompass Health Corp(EHC)19,15219,763+6112,4332,0980.89%-335
Simmons First National Corp(SFNC)52,89130,133-22,7581,0145680.24%-446
Silgan Holdings Inc(SLGN)000000
Diamond Hill Investment Group
COM NEW
8,9144,470-4,4441,2487580.32%-490
Synaptics Inc(SYNA)24,21815,513-8,7051,6551,1480.49%-507
Bel Fuse Inc Cl B32,23923,504-8,7354,5463,9871.70%-559
Cohu Inc(COHU)127,32487,199-40,1252,5882,0290.86%-559
Great Southern Bancorp Inc(GSBC)37,29225,972-11,3202,2841,5990.68%-685
Advanced Energy Inds28,22818,804-9,4244,8033,9371.68%-866
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