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Portfolio (Quarterly) Guide ↗

DEPRINCE RACE & ZOLLO INC

· CIK 0001008894
13F Portfolio $5.2B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 231,565.0 $42.5M 0.81% NEW $183.40 +0.1%
42 OMC OMNICOM GROUP INC Communication Services 524,037.0 $42.3M 0.81% NEW $80.75 -5.0%
43 WFRD WEATHERFORD INTL PLC Energy 537,851.0 $42.1M 0.81% NEW $78.26 +29.1%
44 UFPI UFP INDUSTRIES INC Basic Materials 456,297.0 $41.5M 0.80% NEW $91.05 -7.3%
45 MSM MSC INDL DIRECT INC Industrials 493,701.0 $41.5M 0.80% NEW $84.10 +38.8%
46 EXPAND ENERGY CORPORATION 374,603.0 $41.3M 0.79% NEW $110.36
47 EVEREST GROUP LTD 121,630.0 $41.3M 0.79% NEW $339.35
48 CFR CULLEN FROST BANKERS INC Financial Services 322,128.0 $40.8M 0.78% NEW $126.63 +16.9%
49 ALL ALLSTATE CORP Financial Services 195,921.0 $40.8M 0.78% NEW $208.15 +6.5%
50 NNN NNN REIT INC Real Estate 1,022,580.0 $40.5M 0.78% NEW $39.63 +17.6%
51 HLNE HAMILTON LANE INC Financial Services 301,393.0 $40.5M 0.78% NEW $134.31 -40.4%
52 AVNT AVIENT CORPORATION Basic Materials 1,288,463.0 $40.3M 0.77% NEW $31.24 +20.9%
53 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 112,600.0 $39.5M 0.76% NEW $350.55 +15.3%
54 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 741,139.0 $38.7M 0.74% NEW $52.28 +56.0%
55 SFBS SERVISFIRST BANCSHARES INC Financial Services 536,197.0 $38.5M 0.74% NEW $71.79 +14.8%
56 WTTR SELECT WATER SOLUTIONS INC Utilities 3,649,065.0 $38.4M 0.73% NEW $10.52 +75.6%
57 KGS KODIAK GAS SVCS INC Energy 1,022,948.0 $38.3M 0.73% NEW $37.40 +84.7%
58 KWR QUAKER HOUGHTON Basic Materials 278,576.0 $38.3M 0.73% NEW $137.31 +5.2%
59 KMT KENNAMETAL INC Industrials 1,343,451.0 $38.2M 0.73% NEW $28.41 +23.1%
60 THO THOR INDS INC Consumer Cyclical 369,569.0 $37.9M 0.73% NEW $102.67 -24.8%
Page 3 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.0%
Industrials 23.4%
Consumer Cyclical 15.1%
Basic Materials 9.5%
Technology 6.3%
Energy 5.1%
Real Estate 3.8%
Consumer Defensive 3.4%
Communication Services 2.9%
Utilities 2.5%