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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Mid-Cap Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $399M AUM 15 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 11 New 15 Added 21 Reduced 1 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Workday Inc WDAY Mar 2026 135,300 +11,200 $16.6M +2.7% 4.24% EC
2 American International Group I AIG Mar 2026 194,100 +15,200 $14.5M +7.5% 3.70% EC
3 APA Corp APA Mar 2026 420,866 +16,900 $13.7M -20.0% 3.51% EC
4 Universal Health Services Inc UHS Mar 2026 62,100 +22,600 $9.2M +30.6% 2.36% EC
5 Crescent Energy Co CRGY Mar 2026 911,487 +116,200 $9.0M -16.6% 2.29% EC
6 Fiserv Inc FISV Mar 2026 163,300 +73,900 $8.0M +60.6% 2.05% EC
7 Omnicom Group Inc OMC Mar 2026 91,800 +3,900 $6.7M +1.0% 1.71% EC
8 WEX Inc WEX Mar 2026 36,600 +23,900 $5.2M +165.7% 1.32% EC
9 Fidelity National Information FIS Jun 2026 126,200 +63,100 $4.9M +65.8% 1.26% EC
10 CDW Corp/DE CDW Jun 2026 32,400 +3,900 $4.6M +32.1% 1.17% EC
11 Cognizant Technology Solutions CTSH Mar 2026 115,800 +71,000 $4.5M +63.2% 1.15% EC
12 Corebridge Financial Inc CRBG Jun 2026 156,500 +137,000 $4.5M +863.0% 1.15% EC
13 GE HealthCare Technologies Inc GEHC Mar 2026 65,900 +29,400 $4.2M +62.4% 1.08% EC
14 Whirlpool Corp WHR Mar 2026 94,600 +31,900 $3.7M +10.3% 0.95% EC
15 Conagra Brands Inc CAG Mar 2026 157,300 +39,300 $2.1M +14.1% 0.54% EC