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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Large Cap Fundamental Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $386M AUM 18 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 10 New 18 Added 20 Reduced 6 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Mount Vernon Liquid Assets Portfolio, LLC N/A Mar 2026 22,845,200 +11,195,745 $22.8M +96.1% 6.30% STIV
2 Workday Inc WDAY Mar 2026 141,400 +15,700 $17.3M +6.0% 4.78% EC
3 American International Group I AIG Mar 2026 154,200 +21,000 $11.5M +14.7% 3.17% EC
4 GE HealthCare Technologies Inc GEHC Mar 2026 168,362 +31,000 $10.8M +10.2% 2.97% EC
5 Comcast Corp CMCSA Mar 2026 406,200 +45,900 $10.0M -3.6% 2.75% EC
6 CDW Corp/DE CDW Jun 2026 61,200 +30,200 $8.6M +129.4% 2.37% EC
7 Wells Fargo & Co WFC Mar 2026 96,600 +6,300 $8.0M +11.0% 2.20% EC
8 Cigna Group/The CI Mar 2026 25,600 +17,100 $7.1M +211.3% 1.95% EC
9 Stanley Black & Decker Inc SWK Mar 2026 70,100 +12,700 $6.6M +61.8% 1.82% EC
10 Omnicom Group Inc OMC Mar 2026 87,400 +17,600 $6.4M +21.1% 1.76% EC
11 Fiserv Inc FISV Mar 2026 112,200 +35,400 $5.5M +28.4% 1.52% EC
12 J M Smucker Co/The SJM Mar 2026 48,800 +10,200 $5.5M +47.5% 1.51% EC
13 Genuine Parts Co GPC Jun 2026 46,500 +22,300 $5.5M +114.4% 1.51% EC
14 Corebridge Financial Inc CRBG Mar 2026 185,400 +58,800 $5.3M +75.7% 1.46% EC
15 Fidelity National Information FIS Mar 2026 134,600 +81,900 $5.2M +111.7% 1.44% EC
16 WPP PLC WPP Mar 2026 232,100 +11,200 $3.6M +4.7% 0.99% EC
17 Constellation Brands Inc STZ Mar 2026 21,700 +2,600 $3.0M +5.3% 0.83% EC
18 Huntington Ingalls Industries HII Mar 2026 9,600 +2,300 $2.7M -3.1% 0.74% EC