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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 36 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ASC ARDMORE SHIPPING CORP Industrials 43,180.0 $605K 0.00% -7K -13.3% $14.01 +29.8%
702 CVLG COVENANT LOGISTICS GROUP INC Industrials 13,643.0 $603K 0.00% -14K -51.2% $44.18 -21.4%
703 FEDEX FGHT HLDG CO INC 3,927.0 $593K 0.00% NEW $151.00
704 RSVR RESERVOIR MEDIA INC Communication Services 59,813.0 $592K 0.00% -10K -14.5% $9.89 -1.2%
705 STARZ ENTERTAINMENT CORP. 20,032.0 $578K 0.00% +2K +11.0% $28.86
706 PACK RANPAK HOLDINGS CORP Consumer Cyclical 76,728.0 $561K -10K -11.2% $7.31 -30.9%
707 NTST NETSTREIT CORP Real Estate 26,290.0 $556K -3K -11.2% $21.13 -2.5%
708 ESRT EMPIRE ST RLTY TR INC Real Estate 102,406.0 $554K +64K +163.5% $5.41 -11.5%
709 LKQ LKQ CORP Consumer Cyclical 20,431.0 $538K -6.0M -99.7% $26.33 -1.3%
710 CCBG CAPITAL CITY BANK Financial Services 10,836.0 $536K -1K -11.2% $49.42 +3.9%
711 MTRX MATRIX SVC CO Industrials 38,994.0 $534K -14K -26.0% $13.70 -18.4%
712 SUZ SUZANO S A Basic Materials 68,280.0 $530K -235K -77.5% $7.76 +9.5%
713 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 13,731.0 $524K -6K -31.0% $38.15 -2.5%
714 PNC PNC FINL SVCS GROUP INC Financial Services 2,089.0 $514K +2K +2221.1% $246.19 -1.9%
715 IIIN INSTEEL INDS INC Industrials 16,748.0 $506K NEW $30.20 +0.5%
716 CPF CENTRAL PAC FINL CORP Financial Services 13,152.0 $502K -2K -11.2% $38.20 -1.8%
717 OLN OLIN CORP Basic Materials 25,274.0 $501K NEW $19.82 -6.0%
718 LEGH LEGACY HOUSING CORP Consumer Cyclical 18,984.0 $499K -2K -11.2% $26.27 +8.7%
719 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 48,861.0 $494K -194K -79.9% $10.11 -2.9%
720 HBNC HORIZON BANCORP IND Financial Services 24,462.0 $489K -3K -11.2% $19.98 -2.0%
Page 36 of 41  ·  802 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 20.6%
Technology 17.8%
Industrials 14.1%
Healthcare 10.7%
Consumer Cyclical 10.3%
Energy 6.4%
Consumer Defensive 5.9%
Basic Materials 5.1%
Communication Services 3.3%
Utilities 3.3%