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Portfolio (Quarterly) Guide ↗

Boston Partners

· CIK 0001386060
13F Portfolio $112.6B AUM 1,850 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 100 New 405 Added 275 Reduced 65 Exited
Page 13 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KFY KORN FERRY Industrials 384,873.0 $26.0M 0.02% +16K +4.4% $67.48 +26.0%
242 MEC MAYVILLE ENGR CO INC Industrials 696,429.0 $25.8M 0.02% +464K +199.4% $37.07 -41.4%
243 CBZ CBIZ INC Industrials 778,451.0 $25.7M 0.02% +217K +38.7% $33.00 +65.6%
244 SM SM ENERGY COMPANY Energy 937,303.0 $25.0M 0.02% +887K +1767.9% $26.70 +39.3%
245 SN SHARKNINJA INC Consumer Cyclical 163,776.0 $24.9M 0.02% +31K +23.3% $152.27 +18.7%
246 HRI HERC HLDGS INC Industrials 173,900.0 $24.9M 0.02% +161K +1206.0% $143.35 +12.9%
247 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,870,979.0 $24.9M 0.02% +47K +1.7% $8.68 +51.6%
248 NVO NOVO-NORDISK A S Healthcare 507,489.0 $24.3M 0.02% +362K +249.9% $47.96 -2.5%
249 NORTHPOINTE BANCSHARES INC. 1,246,256.0 $23.9M 0.02% +31K +2.6% $19.18
250 EEFT EURONET WORLDWIDE INC Technology 312,847.0 $23.0M 0.02% +12K +3.9% $73.68 -4.9%
251 ADTRAN HOLDINGS INC 1,651,038.0 $22.7M 0.02% +470K +39.8% $13.76
252 DCOM DIME COML BANCSHARES INC Financial Services 529,760.0 $21.5M 0.02% +13K +2.5% $40.65 -0.5%
253 HAMILTON INSURANCE GROUP LTD 623,458.0 $21.2M 0.02% +34K +5.8% $34.05
254 MKSI MKS INC. Technology 47,421.0 $21.1M 0.02% +16K +50.8% $444.75 -37.2%
255 LYTS LSI INDS INC OHIO Technology 802,988.0 $21.1M 0.02% +18K +2.3% $26.24 -22.5%
256 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 97,394.0 $19.7M 0.02% +6K +6.8% $202.31 +6.2%
257 KRO KRONOS WORLDWIDE INC Basic Materials 3,075,895.0 $19.5M 0.02% +90K +3.0% $6.33 +29.5%
258 DLB DOLBY LABORATORIES INC Technology 372,561.0 $19.4M 0.02% +20K +5.7% $52.14 +25.2%
259 HLLY HOLLEY INC Consumer Cyclical 7,005,583.0 $17.9M 0.02% +391K +5.9% $2.55 +21.2%
260 RRBI RED RIVER BANCSHARES INC Financial Services 193,557.0 $17.8M 0.02% +2K +1.2% $91.97 +10.4%
Page 13 of 21  ·  405 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 20.4%
Technology 18.0%
Industrials 14.2%
Healthcare 10.8%
Consumer Cyclical 10.4%
Energy 6.4%
Consumer Defensive 6.0%
Basic Materials 5.2%
Utilities 3.3%
Communication Services 3.2%