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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.9B AUM 3,477 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 258 New 670 Added 2230 Reduced 184 Exited
Page 84 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 BAND BANDWIDTH INC-CLASS A Technology 104.0 $7K -637.0 -86.0% $63.30 -24.9%
1662 DGICA DONEGAL GROUP INC-CL A Financial Services 348.0 $7K -13K -97.5% $18.86 -1.0%
1663 EPAC ENERPAC TOOL GROUP CORP Industrials 183.0 $7K -162.0 -47.0% $35.86 +3.9%
1664 BMBL BUMBLE INC-A Technology 2,043.0 $7K -149.0 -6.8% $3.20 -12.5%
1665 TGLS TECNOGLASS INC Basic Materials 139.0 $7K -35.0 -20.1% $46.81 -12.4%
1666 CRVL CORVEL CORP Financial Services 104.0 $7K -85.0 -45.0% $62.52 +12.2%
1667 RNGR RANGER ENERGY SERVICES INC Energy 406.0 $6K -314.0 -43.6% $16.01 +7.0%
1668 CMCL CALEDONIA MINING CORP PLC Basic Materials 340.0 $6K -210.0 -38.2% $19.10 +29.7%
1669 NESR NATIONAL ENERGY SERVICES REU Energy 216.0 $6K -2K -89.4% $29.93 +10.4%
1670 BWFG BANKWELL FINANCIAL GROUP INC Financial Services 110.0 $6K -86.0 -43.9% $58.75 +12.8%
1671 IMAX IMAX CORP Communication Services 162.0 $6K -122.0 -43.0% $39.86 +32.3%
1672 TH TARGET HOSPITALITY CORP Industrials 317.0 $6K -747.0 -70.2% $20.36 -12.3%
1673 IE IVANHOE ELECTRIC INC / US Technology 670.0 $6K -434.0 -39.3% $9.61 +17.3%
1674 PTLO PORTILLO'S INC-CL A Consumer Cyclical 1,356.0 $6K -871.0 -39.1% $4.74 +4.9%
1675 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,042.0 $6K -804.0 -43.5% $6.12 -13.7%
1676 AMCX AMC NETWORKS INC-A Communication Services 639.0 $6K -381.0 -37.4% $9.98 +24.2%
1677 HLIT HARMONIC INC Technology 390.0 $6K -3K -86.7% $16.33 -23.6%
1678 NN NEXTNAV INC Communication Services 356.0 $6K -260.0 -42.2% $17.83 -1.6%
1679 WSBF WATERSTONE FINANCIAL INC WI WI Financial Services 306.0 $6K -197.0 -39.2% $20.73 +1.7%
1680 ODC OIL-DRI CORP OF AMERICA Basic Materials 62.0 $6K -57.0 -47.9% $102.21 -12.0%
Page 84 of 112  ·  2,230 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 26.8%
Financial Services 17.5%
Industrials 13.4%
Healthcare 10.2%
Consumer Cyclical 8.6%
Communication Services 5.4%
Consumer Defensive 4.8%
Energy 3.9%
Real Estate 3.6%
Utilities 3.5%