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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 115 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 NFE NEW FORTRESS ENERGY INC Utilities 5,811.0 $3K -4K -42.6% $0.59 +17.1%
2282 LE LANDS' END INC Consumer Cyclical 305.0 $3K -226.0 -42.6% $11.24 -3.4%
2283 TTGT TECHTARGET INC Communication Services 879.0 $3K -639.0 -42.1% $3.88 +27.0%
2284 FBYD FALCON'S BEYOND GLOBAL INC-A Industrials 241.0 $3K -26.0 -9.7% $14.10 -19.8%
2285 ERII ENERGY RECOVERY INC Industrials 336.0 $3K -18.0 -5.1% $10.07 -14.4%
2286 NKTX NKARTA INC Healthcare 1,596.0 $3K -1K -45.6% $2.11 +33.2%
2287 ZEVRA THERAPEUTICS INC 361.0 $3K -5.0 -1.4% $9.32
2288 TCX TUCOWS INC-CLASS A Technology 196.0 $3K -140.0 -41.7% $17.16 -11.7%
2289 ALX ALEXANDER'S INC Real Estate 14.0 $3K -1.0 -6.7% $236.21 -2.7%
2290 LOVE LOVESAC CO/THE Consumer Cyclical 219.0 $3K -179.0 -45.0% $14.77 +3.7%
2291 BKKT BAKKT HOLDINGS INC Technology 438.0 $3K -178.0 -28.9% $7.36 +12.5%
2292 FF FUTUREFUEL CORPORATION COM Basic Materials 833.0 $3K -904.0 -52.0% $3.85 +4.7%
2293 INBK FIRST INTERNET BANCORP Financial Services 157.0 $3K -98.0 -38.4% $20.38 +13.7%
2294 III INFORMATION SERVICES GROUP Technology 830.0 $3K -555.0 -40.1% $3.84 +7.3%
2295 VITL VITAL FARMS INC Consumer Defensive 224.0 $3K -6.0 -2.6% $14.12 -39.7%
2296 BWMN BOWMAN CONSULTING GROUP LTD Industrials 111.0 $3K -30.0 -21.3% $28.44 +9.6%
2297 MVIS MICROVISION INC Technology 4,922.0 $3K -2K -33.1% $0.64 -6.5%
2298 PHR PHREESIA INC Healthcare 376.0 $3K -4.0 -1.1% $8.38 +4.6%
2299 HANOVER BANCORP INC 145.0 $3K -105.0 -42.0% $21.59
2300 RITHM PROPERTY TRUST INC 232.0 $3K -219.0 -48.6% $13.39
Page 115 of 124  ·  2,476 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
Technology 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%