Fund HoldingsCeredex Value Advisors LLC

Total Portfolio Value
$4.57B
Total Bought
$1.08B
Total Sold
$1.39B
Net Transaction
-$314.92M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITED RENTALS INC(URI)0104,696+104,696065,6131.44%+65,613
EQUIFAX INC(EFX)105,300343,618+238,31826,83683,6921.83%+56,856
AMEREN CORP(AEE)0504,907+504,907050,6931.11%+50,693
LENNAR CORP(LEN)0332,153+332,153038,1250.83%+38,125
BLUE OWL CAPITAL INC(OBDC)03,259,655+3,259,655065,3231.43%+65,323
ACCENTURE PLC IRELAND
SHS CLASS A
0115,159+115,159035,9340.79%+35,934
QUANTA SVCS INC0127,250+127,250032,3440.71%+32,344
LPL FINL HLDGS INC(LPLA)093,875+93,875030,7100.67%+30,710
GENERAL DYNAMICS CORP(GD)0110,575+110,575030,1410.66%+30,141
PPL CORP(PPL)0820,200+820,200029,6170.65%+29,617
TOLL BROTHERS INC(TOL)0272,000+272,000028,7200.63%+28,720
PARKER-HANNIFIN CORP(PH)75,665125,493+49,82848,12576,2811.67%+28,156
DELTA AIR LINES INC DEL(DAL)0640,426+640,426027,9230.61%+27,923
PPG INDS INC(PPG)0581,345+581,345063,5701.39%+63,570
FREEPORT-MCMORAN INC(FCX)0692,700+692,700026,2260.57%+26,226
AMERICAN ELEC PWR CO INC0237,850+237,850025,9900.57%+25,990
LAM RESEARCH CORP(LRCX)562,176913,616+351,44040,60666,4201.45%+25,814
MICRON TECHNOLOGY INC(MU)460,538727,349+266,81138,75963,1991.38%+24,440
LAS VEGAS SANDS CORP(LVS)0631,900+631,900024,4100.53%+24,410
WALMART INC(WMT)0254,702+254,702022,3600.49%+22,360
MSCI INC(MSCI)038,750+38,750021,9130.48%+21,913
FEDEX CORP(FDX)0183,427+183,427044,7160.98%+44,716
MCKESSON CORP(MCK)031,025+31,025020,8800.46%+20,880
ROYAL CARIBBEAN GROUP
COM
099,675+99,675020,4770.45%+20,477
REGENERON PHARMACEUTICALS(REGN)031,025+31,025019,6770.43%+19,677
AMERICAN TOWER CORP NEW(AMT)0230,620+230,620050,1831.10%+50,183
EQUITY LIFESTYLE PPTYS INC(ELS)548,349784,291+235,94236,52052,3121.14%+15,792
REGAL REXNORD CORPORATION(RRX)0386,225+386,225043,9720.96%+43,972
OWENS CORNING NEW(OC)0238,500+238,500034,0630.74%+34,063
DELL TECHNOLOGIES INC(DELL)0415,100+415,100037,8360.83%+37,836
MEDTRONIC PLC(MDT)0470,609+470,609042,2890.92%+42,289
ALLY FINL INC(ALLY)0348,450+348,450012,7080.28%+12,708
TE CONNECTIVITY PLC(TEL)144,250226,850+82,60020,62332,0580.70%+11,435
VONTIER CORPORATION(VNT)0346,750+346,750011,3910.25%+11,391
STARBUCKS CORP(SBUX)0430,699+430,699042,2470.92%+42,247
CHEVRON CORP NEW(CVX)0349,252+349,252058,4261.28%+58,426
TENNANT CO(TNC)0124,250+124,25009,9090.22%+9,909
MONDELEZ INTL INC(MDLZ)684,241743,723+59,48240,87050,4621.10%+9,592
KEYCORP(KEY)05,227,770+5,227,770083,5921.83%+83,592
SOUTHERN CO(SO)0521,795+521,795047,9791.05%+47,979
VOYA FINANCIAL INC(VOYA)0120,900+120,90008,1920.18%+8,192
ERMENEGILDO ZEGNA N V
ORD SHS
0953,700+953,70007,0570.15%+7,057
VERTIV HOLDINGS CO(VRT)0475,950+475,950034,3640.75%+34,364
HUNTINGTON INGALLS INDS INC(HII)081,515+81,515016,6320.36%+16,632
HUBBELL INC(HUBB)099,975+99,975033,0830.72%+33,083
ROCKWELL AUTOMATION INC(ROK)217,962261,121+43,15962,29167,4681.48%+5,177
FIRST MERCHANTS CORP(FRME)228,300340,800+112,5009,10713,7820.30%+4,675
GE VERNOVA INC(GEV)205,270235,964+30,69467,51972,0351.58%+4,516
AON PLC(AON)0125,159+125,159049,9501.09%+49,950
CONCENTRA GROUP HOLDINGS PAR(CON)215,565344,711+129,1464,2647,4800.16%+3,216
HERC HLDGS INC(HRI)077,850+77,850010,4530.23%+10,453
OGE ENERGY CORP(OGE)419,187444,837+25,65017,29120,4450.45%+3,153
AMERICAN HOMES 4 RENT(AMH)918,850979,800+60,95034,38337,0460.81%+2,663
AGREE RLTY CORP0165,382+165,382012,7660.28%+12,766
NNN REIT INC(NNN)0324,876+324,876013,8560.30%+13,856
SERVISFIRST BANCSHARES INC(SFBS)139,550169,550+30,00011,82514,0050.31%+2,179
FIRST AMERN FINL CORP(FAF)0212,243+212,243013,9300.30%+13,930
ESCO TECHNOLOGIES INC(ESE)077,900+77,900012,3950.27%+12,395
IDACORP INC(IDA)170,537176,187+5,65018,63620,4760.45%+1,840
CHURCH & DWIGHT CO INC(CHD)472,771465,114-7,65749,50451,2041.12%+1,701
HELIOS TECHNOLOGIES INC(HLIO)219,900350,500+130,6009,81611,2480.25%+1,431
FORTUNE BRANDS INNOVATIONS I(FBIN)186,750232,750+46,00012,76114,1700.31%+1,409
REDWOOD TRUST INC01,479,950+1,479,95008,9830.20%+8,983
UNITEDHEALTH GROUP INC(UNH)105,237103,335-1,90253,23554,1221.18%+887
NOV INC(NOV)666,416696,516+30,1009,73010,6010.23%+871
QUAKER HOUGHTON(KWR)84,900102,250+17,35011,95112,6390.28%+689
WALKER & DUNLOP INC(WD)90,450110,750+20,3008,7939,4540.21%+661
EXTRA SPACE STORAGE INC(EXR)0166,053+166,053024,6570.54%+24,657
COLLIERS INTL GROUP INC(CIGI)081,695+81,69509,9100.22%+9,910
BRIXMOR PPTY GROUP INC(BRX)552,850597,200+44,35015,39115,8560.35%+464
FLOWERS FOODS INC(FLO)0571,804+571,804010,8700.24%+10,870
ROBERT HALF INC.(RHI)127,950172,650+44,7009,0159,4180.21%+403
REYNOLDS CONSUMER PRODS INC(REYN)468,360545,829+77,46912,64113,0230.28%+382
BELDEN INC114,821131,321+16,50012,93013,1650.29%+235
PATTERSON-UTI ENERGY INC(PTEN)1,330,3501,363,150+32,80010,98911,2050.25%+216
WILEY JOHN & SONS INC(WLY)0189,499+189,49908,4440.18%+8,444
CAMDEN PPTY TR(CPT)126,000120,600-5,40014,62114,7490.32%+128
KEMPER CORP(KMPB)157,800158,750+95010,48410,6120.23%+128
SELECTIVE INS GROUP INC(SIGI)112,100115,325+3,22510,48410,5570.23%+73
HOME DEPOT INC(HD)139,305147,952+8,64754,18854,2231.19%+35
HARTFORD INSURANCE GROUP INC(HIG)266,050235,295-30,75529,10629,1130.64%+7
BWX TECHNOLOGIES INC(BWXT)86,90097,200+10,3009,6809,5890.21%-91
CHORD ENERGY CORPORATION(CHRD)105,000108,000+3,00012,27712,1740.27%-103
SIMPSON MFG INC(SSD)066,650+66,650010,4690.23%+10,469
LOUISIANA PAC CORP(LPX)73,82878,925+5,0977,6457,2600.16%-385
BECTON DICKINSON & CO(BDX)0210,512+210,512048,2201.05%+48,220
AXIS CAP HLDGS LTD
SHS
148,650125,625-23,02513,17312,5930.28%-581
PROSPERITY BANCSHARES INC(PB)0188,346+188,346013,4420.29%+13,442
STAG INDL INC(STAG)447,900399,800-48,10015,14814,4410.32%-707
ASHLAND INC(ASH)148,433166,883+18,45010,6079,8940.22%-713
SOUTHSTATE CORPORATION144,565147,165+2,60014,38113,6600.30%-721
SEACOAST BKG CORP FLA(SBCF)503,204509,794+6,59013,85313,1170.29%-736
COLUMBIA BKG SYS INC(COLB)474,662481,562+6,90012,82112,0100.26%-810
DANAHER CORPORATION(DHR)223,073245,515+22,44251,20650,3311.10%-876
CULLEN FROST BANKERS INC(CFR)117,832119,032+1,20015,81914,9030.33%-916
VALERO ENERGY CORP(VLO)277,050249,400-27,65033,96432,9380.72%-1,025
MICROSOFT CORP(MSFT)103,222113,111+9,88943,50842,4610.93%-1,047
BEST BUY INC(BBY)0244,150+244,150017,9720.39%+17,972
AVIENT CORPORATION(AVNT)0333,800+333,800012,4040.27%+12,404
UMB FINL CORP(UMBF)128,750130,450+1,70014,53113,1880.29%-1,342
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