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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Small Cap Diversified Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $843M AUM 76 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 Expro Group Holdings NV XPRO Mar 2026 237,463 NEW $4.1M 0.50% EC
2 Landstar System Inc LSTR 23,700 NEW $3.8M 0.46% EC
3 Sensata Technologies Holding P ST Mar 2026 103,800 NEW $3.7M 0.44% EC
4 Paycom Software Inc PAYC 27,900 NEW $3.4M 0.41% EC
5 Genpact Ltd G Mar 2026 90,600 NEW $3.4M 0.41% EC
6 Molina Healthcare Inc MOH 25,200 NEW $3.4M 0.41% EC
7 AutoNation Inc AN 17,100 NEW $3.3M 0.40% EC
8 White Mountains Insurance Grou WTM Mar 2026 1,500 NEW $3.3M 0.40% EC
9 Amdocs Ltd DOX Mar 2026 50,000 NEW $3.3M 0.39% EC
10 Northpointe Bancshares Inc NPB 187,800 NEW $3.2M 0.39% EC
11 LivaNova PLC LIVN Mar 2026 50,900 NEW $3.2M 0.39% EC
12 Brightstar Lottery PLC BRSL Mar 2026 253,800 NEW $3.2M 0.39% EC
13 Vail Resorts Inc MTN 24,800 NEW $3.2M 0.38% EC
14 Sarepta Therapeutics Inc SRPT 143,400 NEW $3.1M 0.38% EC
15 Upbound Group Inc UPBD 171,500 NEW $3.1M 0.37% EC
16 Interparfums Inc IPAR 33,900 NEW $3.1M 0.37% EC
17 Vornado Realty Trust VNO 117,800 NEW $3.1M 0.37% EC
18 BellRing Brands Inc BRBR 189,100 NEW $3.0M 0.37% EC
19 Kinetik Holdings Inc KNTK 62,500 NEW $3.0M 0.37% EC
20 Lamb Weston Holdings Inc LW 70,900 NEW $3.0M 0.36% EC
21 Essent Group Ltd ESNT Mar 2026 50,970 NEW $3.0M 0.36% EC
22 WPP PLC WPP 191,300 NEW $3.0M 0.36% EC
23 Wendy's Co/The WEN 423,600 NEW $2.9M 0.36% EC
24 Simply Good Foods Co/The SMPL 198,200 NEW $2.8M 0.34% EC
25 CONMED Corp CNMD 80,300 NEW $2.8M 0.34% EC
26 Crocs Inc CROX 34,200 NEW $2.8M 0.34% EC
27 Adient PLC ADNT Mar 2026 134,505 NEW $2.7M 0.33% EC
28 Weatherford International PLC WFRD Mar 2026 28,700 NEW $2.7M 0.33% EC
29 Axalta Coating Systems Ltd AXTA Mar 2026 97,500 NEW $2.7M 0.33% EC
30 Kontoor Brands Inc KTB 38,300 NEW $2.7M 0.33% EC
31 H&R Block Inc HRB 84,000 NEW $2.7M 0.32% EC
32 Inmode Ltd INMD Mar 2026 193,300 NEW $2.6M 0.32% EC
33 Churchill Downs Inc CHDN 29,100 NEW $2.6M 0.32% EC
34 Calavo Growers Inc CVGW 98,700 NEW $2.5M 0.31% EC
35 Peoples Bancorp Inc/OH PEBO 75,900 NEW $2.5M 0.30% EC
36 CBIZ Inc CBZ 91,500 NEW $2.5M 0.30% EC
37 Dolby Laboratories Inc DLB 40,300 NEW $2.4M 0.29% EC
38 Itron Inc ITRI 26,600 NEW $2.4M 0.29% EC
39 Lindsay Corp LNN 19,100 NEW $2.3M 0.27% EC
40 Flowers Foods Inc FLO 265,400 NEW $2.2M 0.26% EC
41 Organon & Co OGN 352,100 NEW $2.1M 0.26% EC
42 Insight Enterprises Inc NSIT 30,900 NEW $2.1M 0.25% EC
43 Prestige Consumer Healthcare I PBH 34,500 NEW $2.0M 0.25% EC
44 Arhaus Inc ARHS 285,200 NEW $1.9M 0.23% EC
45 Noble Corp PLC NE Mar 2026 39,200 NEW $1.9M 0.23% EC
46 Virtu Financial Inc VIRT 43,700 NEW $1.9M 0.23% EC
47 Valaris Ltd VAL Mar 2026 19,100 NEW $1.9M 0.23% EC
48 Grocery Outlet Holding Corp GO 255,300 NEW $1.8M 0.22% EC
49 Nathan's Famous Inc NATH 17,000 NEW $1.7M 0.21% EC
50 Assured Guaranty Ltd AGO Mar 2026 20,530 NEW $1.7M 0.20% EC
51 Abercrombie & Fitch Co ANF 18,200 NEW $1.7M 0.20% EC
52 S&T Bancorp Inc STBA 38,900 NEW $1.6M 0.20% EC
53 Community West Bancshares CWBC 69,800 NEW $1.6M 0.20% EC
54 Southside Bancshares Inc SBSI 51,800 NEW $1.6M 0.19% EC
55 ChoiceOne Financial Services I COFS 57,100 NEW $1.6M 0.19% EC
56 CVB Financial Corp CVBF 82,200 NEW $1.6M 0.19% EC
57 Southern First Bancshares Inc SFST 29,100 NEW $1.6M 0.19% EC
58 Independent Bank Corp/MI IBCP 46,600 NEW $1.6M 0.19% EC
59 N-able Inc/US NABL 330,600 NEW $1.5M 0.19% EC
60 Fox Factory Holding Corp FOXF 89,700 NEW $1.5M 0.18% EC
61 Helen of Troy Ltd HELE Mar 2026 99,700 NEW $1.4M 0.17% EC
62 Macy's Inc M 76,800 NEW $1.4M 0.17% EC
63 B&G Foods Inc BGS 272,500 NEW $1.3M 0.16% EC
64 DNOW Inc DNOW 106,000 NEW $1.3M 0.15% EC
65 Walker & Dunlop Inc WD 27,400 NEW $1.2M 0.15% EC
66 Ibotta Inc IBTA 40,100 NEW $1.2M 0.15% EC
67 Graphic Packaging Holding Co GPK 90,400 NEW $899K 0.11% EC
68 Portillo's Inc PTLO 152,700 NEW $808K 0.10% EC
69 Herbalife Ltd HLF Mar 2026 51,600 NEW $760K 0.09% EC
70 National Energy Services Reuni NESR Mar 2026 35,230 NEW $756K 0.09% EC
71 Custom Truck One Source Inc CTOS 114,800 NEW $754K 0.09% EC
72 Northeast Community Bancorp In NECB 17,300 NEW $412K 0.05% EC
73 Finward Bancorp FNWD 11,300 NEW $410K 0.05% EC
74 Peoples Financial Services Cor PFIS 7,600 NEW $405K 0.05% EC
75 Seven Hills Realty Trust SEVN 47,500 NEW $390K 0.05% EC
76 MVB Financial Corp MVBF 15,100 NEW $375K 0.05% EC