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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AGO ASSURED GUARANTY LTD Financial Services 486,458.0 $39.2M 0.04% -89K -15.5% $80.49 -7.5%
82 HUN HUNTSMAN CORP Basic Materials 3,137,547.0 $33.3M 0.03% -204K -6.1% $10.62 -6.2%
83 BY BYLINE BANCORP INC Financial Services 883,689.0 $33.2M 0.03% -35K -3.8% $37.57 +1.8%
84 OSBC OLD SECOND BANCORP INC DEL Financial Services 1,415,165.0 $32.9M 0.03% -29K -2.0% $23.27 +8.9%
85 IWD ISHARES TR 127,621.0 $31.0M 0.03% -75K -36.9% $242.94 +5.9%
86 HAE HAEMONETICS CORP MASS Healthcare 405,892.0 $30.4M 0.03% -151K -27.1% $74.89 +45.3%
87 ATEN A10 NETWORKS INC Technology 802,469.0 $30.0M 0.03% -13K -1.6% $37.41 -30.2%
88 BNL BROADSTONE NET LEASE INC Real Estate 1,410,581.0 $29.2M 0.03% -407K -22.4% $20.67 +2.2%
89 TDW TIDEWATER INC NEW Energy 413,172.0 $28.1M 0.03% -13K -3.1% $67.96 +40.2%
90 SOUTH BOW CORP 753,936.0 $26.8M 0.02% -485K -39.1% $35.52
91 VYX NCR VOYIX CORPORATION Technology 3,273,670.0 $26.7M 0.02% -186K -5.4% $8.17 -3.2%
92 MLAB MESA LABS INC Technology 265,149.0 $26.4M 0.02% -4K -1.3% $99.53 +25.3%
93 LPX LOUISIANA PAC CORP Basic Materials 330,462.0 $26.0M 0.02% -987K -74.9% $78.65 -7.0%
94 STGW STAGWELL INC Communication Services 3,458,341.0 $25.8M 0.02% -127K -3.5% $7.46 +17.0%
95 PSMT PRICESMART INC Consumer Defensive 129,794.0 $25.3M 0.02% -6K -4.8% $195.19 -11.4%
96 ADUS ADDUS HOMECARE CORP Healthcare 246,053.0 $25.1M 0.02% -9K -3.4% $101.97 +18.5%
97 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 806,750.0 $24.3M 0.02% -78K -8.9% $30.06 +2.6%
98 ADBE ADOBE INC Technology 117,041.0 $24.0M 0.02% -2K -2.0% $205.23 +34.1%
99 ESNT ESSENT GROUP LTD Financial Services 370,276.0 $23.9M 0.02% -24K -6.0% $64.43 +5.6%
100 VNOM VIPER ENERGY INC Energy 545,292.0 $23.1M 0.02% -406K -42.7% $42.40 +6.8%
Page 5 of 14  ·  275 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%