Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.75B
Total Bought
$426.28M
Total Sold
$838.71M
Net Transaction
-$412.42M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Everest Re Group(EG)096,404+96,404035,8300.75%+35,830
Murphy USA Inc Co(MUSA)075,186+75,186025,6930.54%+25,693
Public Service Ent(PEG)0394,321+394,321022,4410.47%+22,441
Snap-On Inc(SNA)084,146+84,146021,4620.45%+21,462
Salesforce Com Inc(CRM)0116,174+116,174023,5580.50%+23,558
Kimberly-Clark(KMB)0137,278+137,278016,5900.35%+16,590
McDonald's Corp(MCD)68,221130,474+62,25320,35834,3720.72%+14,014
Hubbell Inc(HUBB)048,534+48,534015,2110.32%+15,211
MSC Indl Direct Inc(MSM)0158,762+158,762015,5820.33%+15,582
Icon PLC(ICLR)039,332+39,33209,6860.20%+9,686
ServiceNow Inc(NOW)019,155+19,155010,7070.23%+10,707
F5 Networks(FFIV)059,056+59,05609,5160.20%+9,516
Humana Inc(HUM)050,028+50,028024,3400.51%+24,340
Loew's Corp(L)334,232426,067+91,83519,84726,9740.57%+7,128
Autodesk Inc0103,788+103,788021,4750.45%+21,475
Texas Roadhouse Inc(TXRH)093,386+93,38608,9740.19%+8,974
Emcor Group Inc(EME)038,964+38,96408,1980.17%+8,198
Comcast Corp(CCZ)0161,341+161,34107,1540.15%+7,154
Smucker JM Co(SJM)052,706+52,70606,4780.14%+6,478
Cheniere Energy Inc(LNG)065,428+65,428010,8580.23%+10,858
PPL Corporation(PPL)0203,094+203,09404,7850.10%+4,785
Renaissance Holdings Ltd(RNR)99,316116,123+16,80718,52422,9830.48%+4,459
Markel Group Inc(MKL)18,38620,190+1,80425,43129,7300.63%+4,298
Amgen Inc(AMGN)128,752121,839-6,91328,58632,7450.69%+4,160
Clorox Co(CLX)042,151+42,15105,5240.12%+5,524
Exxon Mobil Corp459,396452,093-7,30349,27053,1571.12%+3,887
Constellation Energy Corp(CEG)033,366+33,36603,6400.08%+3,640
Berkshire Hathaway Inc B152,608158,361+5,75352,03955,4741.17%+3,435
Entergy Corp(ETR)072,134+72,13406,6720.14%+6,672
Cintas Corp(CTAS)08,676+8,67604,1730.09%+4,173
AT&T(T)0374,405+374,40505,6240.12%+5,624
Equity Residential Ppt(EQR)053,870+53,87003,1630.07%+3,163
VMWare Inc220,422208,493-11,92931,67234,7100.73%+3,037
AbbVie Inc(ABBV)236,916234,451-2,46531,92034,9470.74%+3,028
Chevron Corp(CVX)266,932266,642-29042,00244,9610.95%+2,959
KLA-Tencor Corp(KLAC)015,495+15,49507,1070.15%+7,107
LPL Invt Holdings Inc(LPLA)012,399+12,39902,9470.06%+2,947
Ferguson PLC016,190+16,19002,6630.06%+2,663
Intuit Inc(INTU)94,70590,088-4,61743,39346,0300.97%+2,637
Textron Inc(TXT)394,934372,716-22,21826,70929,1240.61%+2,415
Coupang Inc(CPNG)0140,917+140,91702,3960.05%+2,396
Valero Energy Corp(VLO)024,881+24,88103,5260.07%+3,526
Workday Inc Cl A(WDAY)010,479+10,47902,2510.05%+2,251
Alphabet Inc Class A(GOOG)536,979507,874-29,10564,27666,4601.40%+2,184
Watts Water Technologies(WTS)012,128+12,12802,0960.04%+2,096
Regeneron Pharm(REGN)36,35234,255-2,09726,12028,1900.59%+2,070
Enersys(ENS)033,039+33,03903,1280.07%+3,128
Chubb Ltd
COM
167,430164,222-3,20832,24034,1880.72%+1,947
Gibraltar Industries(ROCK)028,837+28,83701,9470.04%+1,947
Cardinal Health Inc(CAH)263,149308,909+45,76024,88626,8190.56%+1,933
Ametek Inc012,520+12,52001,8500.04%+1,850
Best Buy Inc(BBY)071,417+71,41704,9610.10%+4,961
Smith A O(AOS)027,338+27,33801,8080.04%+1,808
Intl Seaways Inc(INSW)038,144+38,14401,7160.04%+1,716
HF Sinclair Corp(DINO)064,421+64,42103,6670.08%+3,667
Andersons Inc056,058+56,05802,8880.06%+2,888
CBOE Holdings Inc(CBOE)152,578145,111-7,46721,05722,6680.48%+1,611
UnitedHealth Group Inc(UNH)119,045116,642-2,40357,21858,8101.24%+1,592
Becton Dickinson & Co(BDX)08,806+8,80602,2770.05%+2,277
Intuitive Surgical Inc08,145+8,14502,3810.05%+2,381
Chord Energy(CHRD)09,281+9,28101,5040.03%+1,504
Newmarket Corp(NEU)030,091+30,091013,6930.29%+13,693
Motorola Solutions Inc(MSI)028,622+28,62207,7920.16%+7,792
OGE Energy Company(OGE)521,130601,656+80,52618,71420,0530.42%+1,339
Donaldsons Inc(DCI)0133,849+133,84907,9830.17%+7,983
Ardmore Shipping Corp0123,546+123,54601,6070.03%+1,607
Enova Int'l(ENVA)053,964+53,96402,7450.06%+2,745
Arch Capital Group Ltd Bermuda
ORD
077,314+77,31406,1630.13%+6,163
Corecivic Inc(CXW)0121,395+121,39501,3660.03%+1,366
Lear Corporation(LEA)032,309+32,30904,3360.09%+4,336
Reinsurance Grp of America(RGA)035,101+35,10105,0960.11%+5,096
Skyworks Solutions(SWKS)041,327+41,32704,0740.09%+4,074
Worthington Industries(WOR)018,278+18,27801,1300.02%+1,130
Dole PLC(DOLE)097,249+97,24901,1260.02%+1,126
Marsh & McLennan(MRSH)121,221125,613+4,39222,79923,9040.50%+1,105
Centerspace(CSR)017,508+17,50801,0550.02%+1,055
JP Morgan Chase & Co(JPM)0125,609+125,609018,2160.38%+18,216
Oshkosh Truck Corp(OSK)016,327+16,32701,5580.03%+1,558
DHT Holdings(DHT)0153,451+153,45101,5810.03%+1,581
Bunge Limited011,387+11,38701,2330.03%+1,233
Eplus Inc com(PLUS)043,438+43,43802,7590.06%+2,759
White Mtns Ins Group
COM
03,992+3,99205,9710.13%+5,971
HCA Healthcare Inc(HCA)05,122+5,12201,2600.03%+1,260
Allete Inc059,411+59,41103,1370.07%+3,137
CME Group Inc(CME)06,734+6,73401,3480.03%+1,348
Jabil Inc(JBL)056,614+56,61407,1840.15%+7,184
ITT Inc(ITT)09,911+9,91109700.02%+970
Automatic Data Processing138,204130,151-8,05330,37631,3120.66%+936
GMS Inc014,270+14,27009130.02%+913
Interactive Brokers Grp(IBKR)029,463+29,46302,5500.05%+2,550
Gulfport Energy Corp(GPOR)014,762+14,76201,7520.04%+1,752
Korn/Ferry Int'l(KFY)032,208+32,20801,5280.03%+1,528
Powell Ind Inc(POWL)020,979+20,97901,7390.04%+1,739
Akero Therapeutics Inc021,260+21,26001,0750.02%+1,075
ConocoPhillips(COP)054,809+54,80906,5660.14%+6,566
BGC Partners Inc (new)0161,122+161,12208510.02%+851
Axos Financial Inc(AX)021,610+21,61008180.02%+818
StoneX Group Inc(SNEX)014,021+14,02101,3590.03%+1,359
Acadia Realty Trust Co055,013+55,01307890.02%+789
American Assets Trust Inc039,928+39,92807770.02%+777
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