BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Hotchkis and Wiley Small Cap Diversified Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $843M AUM 60 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
All 76 New 60 Added 122 Reduced 50 Exited · Mar 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obli FGXXX Mar 2026 23,008,589 +14,108,089 $23.0M +158.5% 2.78% STIV
2 Mount Vernon Liquid Assets Portfolio, LLC N/A Mar 2026 15,106,023 +10,356,773 $15.1M +218.1% 1.83% STIV
3 Sonic Automotive Inc SAH Mar 2026 58,450 +28,100 $4.0M +113.5% 0.48% EC
4 Marriott Vacations Worldwide C VAC Mar 2026 58,600 +10,400 $3.8M +37.2% 0.46% EC
5 Federated Hermes Inc FHI Mar 2026 62,280 +1,060 $3.5M +10.8% 0.43% EC
6 Workiva Inc WK Mar 2026 58,700 +17,800 $3.5M -0.8% 0.42% EC
7 Bread Financial Holdings Inc BFH Mar 2026 46,600 +4,500 $3.5M +12.0% 0.42% EC
8 Robert Half Inc RHI Mar 2026 137,300 +38,900 $3.5M +30.5% 0.42% EC
9 Radian Group Inc RDN Mar 2026 104,100 +12,600 $3.4M +4.6% 0.42% EC
10 Virtus Investment Partners Inc VRTS Mar 2026 24,700 +8,200 $3.3M +23.3% 0.40% EC
11 Hanmi Financial Corp HAFC Mar 2026 124,800 +25,200 $3.3M +22.2% 0.40% EC
12 Fluor Corp FLR Mar 2026 70,400 +7,400 $3.3M +31.5% 0.40% EC
13 Astrana Health Inc ASTH Mar 2026 132,900 +27,300 $3.3M +24.4% 0.39% EC
14 WaFd Inc WAFD Mar 2026 103,134 +20,100 $3.2M +21.8% 0.39% EC
15 Kemper Corp KMPR Mar 2026 105,300 +36,400 $3.2M +15.2% 0.39% EC
16 Euronet Worldwide Inc EEFT Mar 2026 48,300 +10,900 $3.2M +12.6% 0.39% EC
17 First Foundation Inc FFWM Mar 2026 538,197 +102,800 $3.2M +18.4% 0.38% EC
18 Cathay General Bancorp CATY Mar 2026 63,332 +15,100 $3.2M +35.3% 0.38% EC
19 Park Hotels & Resorts Inc PK Mar 2026 298,000 +6,100 $3.1M +2.8% 0.38% EC
20 Greenbrier Cos Inc/The GBX Mar 2026 59,500 +7,211 $3.1M +28.2% 0.38% EC
21 California Resources Corp CRC Mar 2026 45,090 +9,400 $3.1M +95.6% 0.38% EC
22 Associated Banc-Corp ASB Mar 2026 120,690 +61,090 $3.1M +103.3% 0.38% EC
23 ePlus Inc PLUS Mar 2026 41,300 +9,200 $3.1M +10.4% 0.38% EC
24 Flushing Financial Corp FFIC Mar 2026 202,318 +81,600 $3.1M +69.7% 0.38% EC
25 Hingham Institution For Saving HIFS Mar 2026 10,800 +1,800 $3.1M +20.8% 0.37% EC
26 Midland States Bancorp Inc MSBI Mar 2026 136,900 +38,500 $3.1M +46.6% 0.37% EC
27 SLM Corp SLM Mar 2026 142,500 +20,900 $3.1M -7.3% 0.37% EC
28 Gentex Corp GNTX Mar 2026 138,400 +15,600 $3.0M +5.8% 0.37% EC
29 Enterprise Financial Services EFSC Mar 2026 55,600 +14,100 $3.0M +34.2% 0.36% EC
30 Visteon Corp VC Mar 2026 32,700 +5,400 $3.0M +14.8% 0.36% EC
31 Vontier Corp VNT Mar 2026 83,900 +23,600 $3.0M +32.7% 0.36% EC
32 Navient Corp NAVI Mar 2026 359,360 +103,900 $2.9M -11.5% 0.36% EC
33 Science Applications Internati SAIC Mar 2026 30,000 +5,500 $2.8M +15.5% 0.34% EC
34 UFP Industries Inc UFPI Mar 2026 30,500 +4,300 $2.8M +17.8% 0.34% EC
35 Ingram Micro Holding Corp INGM Mar 2026 119,300 +44,000 $2.8M +73.1% 0.34% EC
36 Crane NXT Co CXT Mar 2026 64,000 +11,400 $2.6M +4.9% 0.31% EC
37 ACI Worldwide Inc ACIW Mar 2026 63,000 +12,800 $2.6M +7.6% 0.31% EC
38 ONE Gas Inc OGS Mar 2026 29,800 +8,900 $2.6M +59.0% 0.31% EC
39 Group 1 Automotive Inc GPI Mar 2026 7,688 +2,400 $2.5M +22.2% 0.31% EC
40 ScanSource Inc SCSC Mar 2026 69,800 +16,100 $2.5M +20.8% 0.31% EC
41 Horace Mann Educators Corp HMN Mar 2026 59,214 +22,800 $2.5M +50.3% 0.31% EC
42 Southern Missouri Bancorp Inc SMBC Mar 2026 39,500 +26,200 $2.5M +221.2% 0.31% EC
43 American Assets Trust Inc AAT Mar 2026 136,800 +17,000 $2.5M +11.1% 0.30% EC
44 Great Southern Bancorp Inc GSBC Mar 2026 39,710 +12,600 $2.5M +50.2% 0.30% EC
45 CNB Financial Corp/PA CCNE Mar 2026 85,600 +54,000 $2.5M +199.8% 0.30% EC
46 Camden National Corp CAC Mar 2026 50,516 +7,400 $2.4M +28.2% 0.29% EC
47 Kearny Financial Corp/MD KRNY Mar 2026 312,700 +58,700 $2.4M +25.4% 0.29% EC
48 F&G Annuities & Life Inc FG Mar 2026 89,500 +9,200 $2.3M -8.5% 0.27% EC
49 Albany International Corp AIN Mar 2026 42,700 +17,300 $2.2M +73.1% 0.27% EC
50 Amentum Holdings Inc AMTM Mar 2026 85,000 +22,100 $2.2M +21.5% 0.27% EC
51 G-III Apparel Group Ltd GIII Mar 2026 76,940 +3,550 $2.1M +0.3% 0.26% EC
52 Insperity Inc NSP Mar 2026 68,300 +36,000 $1.8M +47.7% 0.22% EC
53 American Woodmark Corp AMWD Mar 2026 44,000 +5,700 $1.8M -15.1% 0.21% EC
54 Korn Ferry KFY Mar 2026 27,776 +4,780 $1.7M +15.2% 0.21% EC
55 Farmers National Banc Corp FMNB Mar 2026 126,571 +70,200 $1.7M +121.8% 0.20% EC
56 Arrow Financial Corp AROW Mar 2026 48,700 +18,500 $1.6M +72.4% 0.20% EC
57 Civista Bancshares Inc CIVB Mar 2026 70,500 +31,500 $1.6M +85.4% 0.19% EC
58 Five Star Bancorp FSBC Mar 2026 41,900 +20,300 $1.6M +104.5% 0.19% EC
59 Empire State Realty Trust Inc ESRT Mar 2026 267,500 +50,800 $1.4M -1.5% 0.17% EC
60 Resources Connection Inc RGP Mar 2026 225,285 +28,000 $840K -15.5% 0.10% EC