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Holdings (Monthly) Guide ↗

Hotchkis and Wiley Small Cap Diversified Value Fund

· Hotchkis & Wiley Funds/De/
Monthly Holdings $936M AUM 64 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 21 New 98 Added 64 Reduced 10 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obli FGXXX Mar 2026 5,904,304 -17,104,285 $5.9M -74.3% 0.64% STIV
2 Marriott Vacations Worldwide C VAC Mar 2026 47,100 -11,500 $4.8M +25.7% 0.52% EC
3 Molina Healthcare Inc MOH Jun 2026 19,100 -6,100 $4.4M +30.0% 0.48% EC
4 Myers Industries Inc MYE Mar 2026 114,870 -10,730 $4.1M +52.5% 0.44% EC
5 Lantheus Holdings Inc LNTH Mar 2026 36,200 -7,700 $4.0M +20.6% 0.44% EC
6 Sonic Automotive Inc SAH Mar 2026 47,250 -11,200 $4.0M -0.0% 0.44% EC
7 MSC Industrial Direct Co Inc MSM Mar 2026 32,800 -4,700 $3.9M +12.8% 0.43% EC
8 ConnectOne Bancorp Inc CNOB Mar 2026 116,434 -19,600 $3.9M +6.9% 0.43% EC
9 Dime Commercial Bancshares Inc DCOM Mar 2026 94,600 -13,000 $3.8M +5.7% 0.42% EC
10 Landstar System Inc LSTR Jun 2026 18,400 -5,300 $3.8M +0.2% 0.42% EC
11 Enact Holdings Inc ACT Mar 2026 80,100 -15,000 $3.7M -5.7% 0.40% EC
12 Avnet Inc AVT Mar 2026 40,800 -11,000 $3.6M +13.5% 0.40% EC
13 Delek US Holdings Inc DK Mar 2026 71,270 -1,730 $3.6M +10.1% 0.40% EC
14 Ecovyst Inc ECVT Mar 2026 290,400 -2,300 $3.6M -3.9% 0.39% EC
15 Bread Financial Holdings Inc BFH Mar 2026 32,260 -14,340 $3.5M +0.2% 0.38% EC
16 Radian Group Inc RDN Mar 2026 92,500 -11,600 $3.5M +1.2% 0.38% EC
17 Kaiser Aluminum Corp KALU Mar 2026 17,600 -12,000 $3.4M -3.5% 0.38% EC
18 Preferred Bank/Los Angeles CA PFBC Mar 2026 32,200 -2,640 $3.4M +8.3% 0.37% EC
19 PBF Energy Inc PBF Mar 2026 73,900 -16,540 $3.4M -21.9% 0.37% EC
20 ProPetro Holding Corp PUMP Mar 2026 231,620 -44,880 $3.3M -16.6% 0.36% EC
21 CNO Financial Group Inc CNO Mar 2026 64,766 -14,200 $3.3M +1.8% 0.36% EC
22 Pebblebrook Hotel Trust PEB Mar 2026 165,600 -36,400 $3.2M +26.0% 0.35% EC
23 Univest Financial Corp UVSP Mar 2026 71,570 -5,900 $3.1M +18.0% 0.34% EC
24 Kforce Inc KFRC Mar 2026 64,300 -22,700 $3.0M +18.6% 0.33% EC
25 Ingram Micro Holding Corp INGM Mar 2026 101,700 -17,600 $2.8M +0.3% 0.30% EC
26 Atkore Inc ATKR Mar 2026 34,600 -7,400 $2.6M +6.3% 0.29% EC
27 Organon & Co OGN Jun 2026 193,800 -158,300 $2.6M +24.4% 0.29% EC
28 Arrow Electronics Inc ARW Mar 2026 12,200 -7,000 $2.6M -5.4% 0.28% EC
29 Astrana Health Inc ASTH Mar 2026 55,960 -76,940 $2.6M -20.3% 0.28% EC
30 Select Water Solutions Inc WTTR Mar 2026 129,100 -9,800 $2.6M +21.4% 0.28% EC
31 Par Pacific Holdings Inc PARR Mar 2026 45,510 -13,890 $2.6M -31.4% 0.28% EC
32 H&R Block Inc HRB Jun 2026 65,500 -18,500 $2.5M -6.4% 0.27% EC
33 Kosmos Energy Ltd KOS Mar 2026 1,170,313 -446,700 $2.5M -45.1% 0.27% EC
34 CVR Energy Inc CVI Mar 2026 86,600 -6,600 $2.4M -24.0% 0.26% EC
35 Methode Electronics Inc MEI Mar 2026 123,000 -69,900 $2.3M +119.1% 0.25% EC
36 Insperity Inc NSP Mar 2026 53,900 -14,400 $2.2M +20.6% 0.24% EC
37 Douglas Dynamics Inc PLOW Mar 2026 39,600 -11,200 $2.1M -0.1% 0.23% EC
38 Acadia Healthcare Co Inc ACHC Mar 2026 72,300 -31,500 $2.1M -12.1% 0.23% EC
39 California Resources Corp CRC Mar 2026 40,090 -5,000 $2.1M -32.1% 0.23% EC
40 Vishay Intertechnology Inc VSH Mar 2026 36,856 -115,570 $2.0M -27.8% 0.22% EC
41 Peapack-Gladstone Financial Co PGC Mar 2026 40,700 -17,800 $1.9M -6.5% 0.21% EC
42 Virtu Financial Inc VIRT Jun 2026 32,300 -11,400 $1.9M +0.1% 0.21% EC
43 Schneider National Inc SNDR Mar 2026 51,800 -18,700 $1.9M +1.8% 0.21% EC
44 Janus International Group Inc JBI Mar 2026 326,600 -11,800 $1.8M +4.0% 0.20% EC
45 UniFirst Corp/MA UNF Mar 2026 6,600 -2,500 $1.7M -23.8% 0.19% EC
46 Healthcare Services Group Inc HCSG Mar 2026 65,460 -15,870 $1.6M +6.6% 0.18% EC
47 El Pollo Loco Holdings Inc LOCO Mar 2026 92,200 -54,800 $1.6M -23.3% 0.17% EC
48 TrueBlue Inc TBI Mar 2026 212,600 -136,200 $1.5M +8.7% 0.16% EC
49 Oxford Industries Inc OXM Mar 2026 39,000 -19,300 $1.4M -39.4% 0.15% EC
50 Sanmina Corp SANM Mar 2026 5,370 -8,235 $1.4M -22.9% 0.15% EC
51 Carter Bankshares Inc CARE Mar 2026 32,600 -20,500 $1.1M -10.5% 0.12% EC
52 L B Foster Co FSTR Mar 2026 22,700 -20,800 $1.0M -15.5% 0.11% EC
53 Everforth Inc EFOR Mar 2026 56,800 -7,600 $1.0M -59.3% 0.11% EC
54 Tidewater Inc TDW Mar 2026 15,000 -800 $999K -24.3% 0.11% EC
55 MGIC Investment Corp MTG Mar 2026 33,030 -17,500 $931K -29.8% 0.10% EC
56 Sierra Bancorp BSRR Mar 2026 22,750 -13,200 $927K -24.0% 0.10% EC
57 TriCo Bancshares TCBK Mar 2026 17,200 -10,900 $926K -30.7% 0.10% EC
58 ManpowerGroup Inc MAN Mar 2026 27,400 -35,700 $925K -50.2% 0.10% EC
59 Ibotta Inc IBTA Jun 2026 26,200 -13,900 $895K -25.5% 0.10% EC
60 Claros Mortgage Trust Inc CMTG Mar 2026 301,500 -128,900 $709K -30.8% 0.08% EC
61 OneWater Marine Inc ONEW Mar 2026 62,214 -37,986 $701K -26.0% 0.08% EC
62 Laureate Education Inc LAUR Mar 2026 17,300 -22,080 $628K -54.2% 0.07% EC
63 Forrester Research Inc FORR Mar 2026 54,600 -34,600 $459K -9.0% 0.05% EC
64 Resources Connection Inc RGP Mar 2026 97,000 -128,285 $412K -50.9% 0.05% EC