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Portfolio (Quarterly) Guide ↗

Boston Partners

· CIK 0001386060
13F Portfolio $95.5B AUM 1,772 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 287 Added 348 Reduced 92 Exited
Page 14 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AN AUTONATION INC Consumer Cyclical 12,056.0 $2.4M 0.00% -991K -98.8% $195.27 -1.2%
262 BIO BIO RAD LABS INC Healthcare 8,193.0 $2.3M 0.00% -239K -96.7% $278.75 +4.9%
263 SON SONOCO PRODS CO Consumer Cyclical 38,841.0 $2.1M 0.00% -13K -25.0% $54.09 -9.8%
264 BXP BXP INC Real Estate 36,920.0 $1.9M 0.00% -3.4M -98.9% $51.94 +27.2%
265 SKM SK TELECOM CO LTD Communication Services 64,543.0 $1.9M 0.00% -20K -23.9% $29.31 +34.0%
266 SNN SMITH & NEPHEW PLC Healthcare 59,303.0 $1.9M 0.00% -16K -21.1% $31.78 -2.1%
267 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 35,102.0 $1.9M 0.00% -3K -7.4% $52.75 +11.9%
268 XPRO EXPRO GROUP HOLDINGS NV Energy 102,857.0 $1.8M 0.00% -8K -7.4% $17.41 -7.9%
269 SMTC SEMTECH CORP Technology 22,868.0 $1.8M 0.00% -9K -29.3% $76.89 +91.1%
270 PCYO PURE CYCLE CORP Utilities 172,461.0 $1.7M 0.00% -47K -21.5% $10.06 +5.5%
271 ABT ABBOTT LABORATORIES Healthcare 16,357.0 $1.7M 0.00% -3K -14.8% $102.67 -10.9%
272 MOS MOSAIC CO Basic Materials 65,216.0 $1.7M 0.00% -2K -3.1% $25.50 -17.4%
273 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 18,154.0 $1.7M 0.00% -8K -29.3% $91.37 -10.6%
274 AR ANTERO RESOURCES CORP Energy 37,541.0 $1.6M 0.00% -3K -7.4% $42.44 -17.7%
275 SM SM ENERGY COMPANY Energy 50,179.0 $1.6M 0.00% -79K -61.2% $31.18 -0.0%
276 TFX TELEFLEX INCORPORATED Healthcare 12,680.0 $1.5M 0.00% -466K -97.3% $119.61 +12.4%
277 CSTM CONSTELLIUM SE Basic Materials 60,983.0 $1.5M 0.00% -481K -88.8% $24.58 +33.9%
278 GSM FERROGLOBE PLC Basic Materials 351,435.0 $1.4M 0.00% -91K -20.6% $4.12 -9.0%
279 ABEV AMBEV SA Consumer Defensive 478,670.0 $1.4M 0.00% -265K -35.6% $2.92 +6.5%
280 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 18,346.0 $1.4M 0.00% -11K -37.9% $73.90 -1.9%
Page 14 of 18  ·  348 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 20.5%
Technology 16.1%
Industrials 15.2%
Healthcare 9.7%
Consumer Cyclical 9.0%
Energy 8.1%
Consumer Defensive 6.1%
Basic Materials 6.0%
Utilities 3.6%
Communication Services 3.1%