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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 44 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MIDD MIDDLEBY CORP Industrials 1,598.0 $212K 0.00% -1K -43.3% $132.58 +9.5%
862 JHG JANUS HENDERSON GROUP PLC Financial Services 4,118.0 $212K 0.00% -3K -44.0% $51.37 +0.6%
863 OMF ONEMAIN HOLDINGS INC Financial Services 3,950.0 $211K 0.00% -3K -43.9% $53.49 +0.5%
864 PB PROSPERITY BANCSHARES INC Financial Services 3,142.0 $211K 0.00% -2K -41.9% $67.18 +2.9%
865 EXEL EXELIXIS INC Healthcare 4,911.0 $211K 0.00% -2K -31.6% $42.89 +15.8%
866 PSA PUBLIC STORAGE Real Estate 776.0 $210K 0.00% -352.0 -31.2% $270.88 +11.8%
867 TRNO TERRENO REALTY CORP Real Estate 3,411.0 $210K 0.00% -3K -42.5% $61.42 +7.7%
868 CPA COPA HOLDINGS SA CL A Industrials 1,842.0 $209K 0.00% -1K -36.5% $113.61 +20.6%
869 NXT NEXTRACKER INC-CL A Technology 1,735.0 $209K 0.00% -711.0 -29.1% $120.55 +0.4%
870 NE NOBLE CORP PLC Energy 4,212.0 $207K 0.00% -3K -42.7% $49.07 +6.7%
871 RYN RAYONIER INC Real Estate 9,995.0 $206K 0.00% -15K -59.5% $20.62 -1.9%
872 SEALED AIR CORP 4,892.0 $206K 0.00% -4K -43.3% $42.05
873 VAL VALARIS LTD Energy 2,081.0 $204K 0.00% -13K -86.1% $98.04 +11.8%
874 PACS PACS GROUP INC Financial Services 6,336.0 $204K 0.00% -4K -35.7% $32.12 +17.6%
875 MSA MSA SAFETY INC PA Industrials 1,241.0 $203K 0.00% -947.0 -43.3% $163.95 +2.8%
876 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 10,385.0 $203K 0.00% -6K -37.5% $19.59 -7.3%
877 COLOPLAST A/S-SPONSORED ADR 30,185.0 $203K 0.00% -4K -10.5% $6.73
878 PENG PENGUIN SOLUTIONS INC Technology 11,501.0 $202K 0.00% -7K -37.5% $17.60 +177.3%
879 MKTX MARKETAXESS HOLDINGS INC Financial Services 1,223.0 $202K 0.00% -933.0 -43.3% $164.98 -17.4%
880 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 11,837.0 $202K 0.00% -12K -49.4% $17.04 -4.5%
Page 44 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%