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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Small Cap Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $829M AUM 9 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 12 New 44 Added 9 Reduced 1 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 F5 Inc FFIV Mar 2026 75,710 -43,510 $31.5M -8.7% 3.87% EC
2 U-Haul Holding Co UHAL/B Mar 2026 455,500 -68,800 $26.3M +12.2% 3.23% EC
3 Timken Co/The TKR Mar 2026 105,860 -9,740 $15.4M +32.3% 1.89% EC
4 APA Corp APA Mar 2026 441,008 -45,100 $14.4M -30.4% 1.76% EC
5 Marriott Vacations Worldwide C VAC Mar 2026 81,000 -120,000 $8.3M -37.0% 1.01% EC
6 Miller Industries Inc/TN MLR Mar 2026 142,500 -300 $7.3M +12.1% 0.89% EC
7 Lear Corp LEA Mar 2026 44,700 -3,200 $6.0M +3.3% 0.74% EC
8 Alexandria Real Estate Equitie ARE Mar 2026 75,500 -96,400 $4.0M -50.0% 0.49% EC
9 Range Resources Corp RRC Mar 2026 45,900 -33,300 $1.7M -52.3% 0.21% EC