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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Large Cap Fundamental Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $368M AUM 30 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
All 8 New 16 Added 30 Reduced 4 Exited · Mar 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 APA Corp APA Mar 2026 410,800 -36,400 $17.4M +59.4% 4.90% EC
2 F5 Inc FFIV Mar 2026 53,400 -6,000 $15.5M +1.9% 4.34% EC
3 Citigroup Inc C Mar 2026 98,688 -6,500 $11.2M -8.8% 3.14% EC
4 Ericsson ERIC Mar 2026 962,100 -71,900 $10.8M +8.7% 3.04% EC
5 General Motors Co GM Mar 2026 116,900 -26,900 $8.7M -25.5% 2.45% EC
6 US Bancorp USB Mar 2026 157,440 -3,100 $8.2M -4.4% 2.30% EC
7 FedEx Corp FDX Mar 2026 21,700 -7,500 $7.7M -8.4% 2.17% EC
8 Wells Fargo & Co WFC Mar 2026 90,300 -500 $7.2M -15.1% 2.02% EC
9 State Street Corp STT Mar 2026 54,700 -5,000 $6.9M -10.1% 1.94% EC
10 Ovintiv Inc OVV Mar 2026 106,680 -1,600 $6.3M +49.2% 1.78% EC
11 SLB Ltd SLB Mar 2026 120,400 -18,100 $6.2M +16.4% 1.74% EC
12 Olin Corp OLN Mar 2026 190,700 -15,500 $5.7M +32.0% 1.59% EC
13 PACCAR Inc PCAR Mar 2026 47,050 -6,100 $5.4M -6.6% 1.53% EC
14 Omnicom Group Inc OMC Mar 2026 69,800 -900 $5.3M -7.9% 1.48% EC
15 Cummins Inc CMI Mar 2026 9,300 -3,600 $5.0M -24.0% 1.41% EC
16 Stanley Black & Decker Inc SWK Mar 2026 57,400 -4,000 $4.1M -10.6% 1.15% EC
17 GSK PLC GSK Mar 2026 70,940 -3,400 $3.9M +7.4% 1.10% EC
18 Alphabet Inc GOOGL Mar 2026 13,450 -3,840 $3.9M -28.5% 1.09% EC
19 NOV Inc NOV Mar 2026 200,800 -202,500 $3.8M -40.1% 1.06% EC
20 CVS Health Corp CVS Mar 2026 44,830 -3,900 $3.2M -16.7% 0.90% EC
21 ConocoPhillips COP Mar 2026 23,560 -9,000 $3.1M +2.0% 0.87% EC
22 Constellation Brands Inc STZ Mar 2026 19,100 -800 $2.9M +4.4% 0.80% EC
23 Unilever PLC UL Mar 2026 49,300 -1,900 $2.8M -16.1% 0.79% EC
24 Huntington Ingalls Industries HII Mar 2026 7,300 -6,100 $2.8M -39.1% 0.78% EC
25 Hartford Insurance Group Inc/T HIG Mar 2026 19,900 -1,100 $2.7M -7.0% 0.76% EC
26 Zimmer Biomet Holdings Inc ZBH Mar 2026 29,500 -300 $2.7M -0.5% 0.75% EC
27 PPL Corp PPL Mar 2026 68,900 -27,700 $2.6M -22.2% 0.74% EC
28 Citizens Financial Group Inc CFG Mar 2026 40,900 -48,500 $2.5M -53.0% 0.69% EC
29 Cigna Group/The CI Mar 2026 8,500 -300 $2.3M -6.4% 0.64% EC
30 Euronet Worldwide Inc EEFT Mar 2026 33,600 -2,000 $2.2M -17.7% 0.63% EC