Boston Partners Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$89.5B
Holdings
707
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (707 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | TFXTELEFLEX INCORPORATED | 248,899 | $29.5B | 32.93% | |
| 302 | LCIILCI INDS | 320,186 | $29.4B | 32.86% | |
| 303 | HBMHUDBAY MINERALS INC | 2,091,948 | $28.8B | 32.21% | |
| 304 | OBDCBLUE OWL CAPITAL CORPORATION | 2,002,537 | $28.7B | 32.05% | |
| 305 | ENOVENOVIS CORPORATION | 903,080 | $28.3B | 31.65% | |
| 306 | QRVOQORVO INC | 332,626 | $28.2B | 31.57% | |
| 307 | CPRXCATALYST PHARMACEUTICALS INC | 1,282,722 | $27.9B | 31.22% | |
| 308 | CWCURTISS WRIGHT CORP | 56,628 | $27.7B | 30.96% | |
| 309 | BKUBANKUNITED INC | 767,336 | $27.3B | 30.55% | |
| 310 | BDCBELDEN INC | 234,071 | $27.2B | 30.45% | |
| 311 | ECVTECOVYST INC | 3,242,285 | $26.8B | 29.94% | |
| 312 | IBPINSTALLED BLDG PRODS INC | 143,917 | $26.7B | 29.89% | |
| 313 | RAMPLIVERAMP HLDGS INC | 810,529 | $26.6B | 29.76% | |
| 314 | LEALEAR CORP | 274,590 | $26.1B | 29.14% | |
| 315 | WBSWEBSTER FINL CORP | 473,149 | $25.8B | 28.88% | |
| 316 | ATMUATMUS FILTRATION TECHNOLOGIE | 703,070 | $25.8B | 28.81% | |
| 317 | PBPROSPERITY BANCSHARES INC | 361,075 | $25.4B | 28.35% | |
| 318 | BZHBEAZER HOMES USA INC | 1,122,703 | $25.3B | 28.23% | |
| 319 | CRUSCIRRUS LOGIC INC | 238,698 | $24.9B | 27.84% | |
| 320 | BRBRBELLRING BRANDS INC | 447,762 | $24.6B | 27.52% | |
| 321 | ALAIR LEASE CORP | 418,760 | $24.5B | 27.38% | |
| 322 | RYAAYRYANAIR HOLDINGS PLC | 423,449 | $24.4B | 27.30% | |
| 323 | NBNNORTHEAST BK PORTLAND ME | 270,682 | $24.4B | 27.29% | |
| 324 | ADUSADDUS HOMECARE CORP | 210,733 | $24.3B | 27.20% | |
| 325 | AZZAZZ INC | 250,133 | $24.2B | 27.01% | |
| 326 | KELYAKELLY SVCS INC | 2,042,479 | $24.1B | 26.90% | |
| 327 | CENXCENTURY ALUM CO | 1,303,580 | $23.5B | 26.27% | |
| 328 | HALOHALOZYME THERAPEUTICS INC | 431,345 | $23.1B | 25.78% | |
| 329 | CUZCOUSINS PPTYS INC | 771,751 | $22.6B | 25.27% | |
| 330 | CADECADENCE BANK | 696,966 | $22.6B | 25.23% | |
| 331 | HOMBHOME BANCSHARES INC | 791,940 | $22.5B | 25.14% | |
| 332 | BVBRIGHTVIEW HLDGS INC | 1,326,994 | $22.1B | 24.70% | |
| 333 | STWDSTARWOOD PPTY TR INC | 1,102,847 | $22.1B | 24.66% | |
| 334 | OSISOSI SYSTEMS INC | 98,252 | $22.0B | 24.57% | |
| 335 | JBIJANUS INTERNATIONAL GROUP IN | 2,660,527 | $22.0B | 24.57% | |
| 336 | BNLBROADSTONE NET LEASE INC | 1,366,124 | $21.9B | 24.51% | |
| 337 | PGCPEAPACK-GLADSTONE FINL CORP | 776,495 | $21.5B | 24.07% | |
| 338 | EMEEMCOR GROUP INC | 39,187 | $21.0B | 23.44% | |
| 339 | MODMODINE MFG CO | 200,833 | $20.5B | 22.97% | |
| 340 | PORPORTLAND GEN ELEC CO | 491,577 | $20.0B | 22.33% | |
| 341 | MDPEDIATRIX MEDICAL GROUP INC | 1,419,618 | $19.9B | 22.28% | |
| 342 | AOSLALPHA & OMEGA SEMICONDUCTOR | 769,687 | $19.8B | 22.08% | |
| 343 | FRFIRST INDL RLTY TR INC | 405,571 | $19.6B | 21.87% | |
| 344 | BKVBKV CORP | 810,766 | $19.5B | 21.85% | |
| 345 | TWLOTWILIO INC | 156,890 | $19.5B | 21.81% | |
| 346 | BYBYLINE BANCORP INC | 732,464 | $19.5B | 21.80% | |
| 347 | SNSHARKNINJA INC | 196,446 | $19.5B | 21.74% | |
| 348 | UAAUNDER ARMOUR INC | 2,849,577 | $19.4B | 21.70% | |
| 349 | HRMYHARMONY BIOSCIENCES HLDGS IN | 605,495 | $19.4B | 21.68% | |
| 350 | VMEO*VIMEO INC | 4,799,750 | $19.4B | 21.68% | |
| 351 | WSFSWSFS FINL CORP | 350,327 | $19.2B | 21.51% | |
| 352 | CTOSCUSTOM TRUCK ONE SOURCE INC | 3,789,629 | $18.7B | 20.94% | |
| 353 | NMRKNEWMARK GROUP INC | 1,510,902 | $18.4B | 20.53% | |
| 354 | VTYVERINT SYS INC | 918,594 | $18.3B | 20.45% | |
| 355 | EYENATIONAL VISION HLDGS INC | 789,881 | $18.2B | 20.32% | |
| 356 | TPHTRI POINTE HOMES INC | 564,557 | $18.0B | 20.17% | |
| 357 | MYRGMYR GROUP INC DEL | 99,308 | $18.0B | 20.14% | |
| 358 | IWDISHARES TR | 90,750 | $17.6B | 19.71% | |
| 359 | NICNICOLET BANKSHARES INC | 141,860 | $17.6B | 19.68% | |
| 360 | GBDCGOLUB CAP BDC INC | 1,136,713 | $16.7B | 18.66% | |
| 361 | TPCTUTOR PERINI CORP | 350,827 | $16.4B | 18.35% | |
| 362 | EIGEMPLOYERS HLDGS INC | 355,041 | $16.3B | 18.17% | |
| 363 | RWTREDWOOD TRUST INC | 2,750,890 | $16.1B | 18.02% | |
| 364 | TDCTERADATA CORP DEL | 719,758 | $16.1B | 17.95% | |
| 365 | MATWMATTHEWS INTL CORP | 670,573 | $16.0B | 17.92% | |
| 366 | PMTPENNYMAC MTG INVT TR | 1,249,758 | $15.9B | 17.74% | |
| 367 | PLABPHOTRONICS INC | 826,718 | $15.7B | 17.56% | |
| 368 | STGWSTAGWELL INC | 3,273,852 | $15.5B | 17.34% | |
| 369 | BHEBENCHMARK ELECTRS INC | 408,413 | $15.5B | 17.31% | |
| 370 | GILGILDAN ACTIVEWEAR INC | 313,199 | $15.4B | 17.24% | |
| 371 | LADLITHIA MTRS INC | 45,617 | $15.4B | 17.22% | |
| 372 | TDWTIDEWATER INC NEW | 283,676 | $14.1B | 15.75% | |
| 373 | AVGOBROADCOM INC | 50,298 | $13.9B | 15.50% | |
| 374 | UHSUNIVERSAL HLTH SVCS INC | 76,511 | $13.9B | 15.49% | |
| 375 | NINISOURCE INC | 342,825 | $13.8B | 15.46% | |
| 376 | HCKTHACKETT GROUP INC | 533,948 | $13.3B | 14.87% | |
| 377 | JDVIJOHN HANCOCK EXCHANGE TRADED | 412,154 | $13.2B | 14.74% | |
| 378 | ACMAECOM | 115,593 | $13.0B | 14.58% | |
| 379 | EVTCEVERTEC INC | 363,466 | $13.0B | 14.53% | |
| 380 | MUSAMURPHY USA INC | 32,379 | $12.8B | 14.34% | |
| 381 | LBRDKLIBERTY BROADBAND CORP | 129,826 | $12.8B | 14.27% | |
| 382 | KIMKIMCO RLTY CORP | 602,764 | $12.7B | 14.16% | |
| 383 | JLLJONES LANG LASALLE INC | 47,633 | $12.2B | 13.62% | |
| 384 | INVAINNOVIVA INC | 605,496 | $12.2B | 13.60% | |
| 385 | NBHCNATIONAL BK HLDGS CORP | 319,256 | $12.0B | 13.42% | |
| 386 | BRXBRIXMOR PPTY GROUP INC | 458,988 | $12.0B | 13.36% | |
| 387 | DVADAVITA INC | 79,074 | $11.3B | 12.59% | |
| 388 | DENNDENNYS CORP | 2,741,664 | $11.2B | 12.56% | |
| 389 | GOOGALPHABET INC | 63,128 | $11.2B | 12.52% | |
| 390 | CHECHEMED CORP NEW | 22,651 | $11.0B | 12.33% | |
| 391 | PALPROFICIENT AUTO LOGISTICS IN | 1,501,550 | $10.9B | 12.18% | |
| 392 | HTBKHERITAGE COMM CORP | 1,102,707 | $10.8B | 12.09% | |
| 393 | KROKRONOS WORLDWIDE INC | 1,744,935 | $10.8B | 12.09% | |
| 394 | EGHT8X8 INC NEW | 5,501,679 | $10.8B | 12.05% | |
| 395 | ARCCARES CAPITAL CORP | 467,296 | $10.3B | 11.47% | |
| 396 | CRMSALESFORCE INC | 36,734 | $10.0B | 11.20% | |
| 397 | UNMUNUM GROUP | 121,139 | $9.8B | 10.93% | |
| 398 | EROERO COPPER CORP | 561,144 | $9.5B | 10.57% | |
| 399 | CSVCARRIAGE SVCS INC | 202,581 | $9.3B | 10.36% | |
| 400 | TATTTAT TECHNOLOGIES LTD | 300,665 | $9.2B | 10.27% |