Campbell & CO Investment Adviser LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$561.3T

Holdings

849

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (849 positions)

#StockSharesValue% PortfolioType
1
UALUnited Airlines Holdings Inc
76,621$4.2T0.75%
2
XYLXylem Inc/NY
36,057$4.1T0.72%
3
FLEXFlex Ltd
134,619$3.7T0.66%
4
SYKStryker Corp
9,853$3.0T0.54%
5
TTTrane Technologies PLC
14,929$2.9T0.51%
6
GMGeneral Motors Co
72,659$2.8T0.50%
7
AALAmerican Airlines Group Inc
149,695$2.7T0.48%
8
SLABSilicon Laboratories Inc
15,974$2.5T0.45%
9
ALAir Lease Corp
59,992$2.5T0.45%
10
MIDDMiddleby Corp/The
16,603$2.5T0.44%
11
UFPIUFP Industries Inc
24,701$2.4T0.43%
12
AOSA O Smith Corp
31,565$2.3T0.41%
13
WERNWerner Enterprises Inc
51,992$2.3T0.41%
14
HXLHexcel Corp
30,097$2.3T0.41%
15
BECNUSDBeacon Roofing Supply Inc
27,349$2.3T0.40%
16
ITGartner Inc
6,286$2.2T0.39%
17
HSICHenry Schein Inc
26,671$2.2T0.39%
18
CLXClorox Co/The
13,472$2.1T0.38%
19
ZSZscaler Inc
14,643$2.1T0.38%
20
NNNNNN REIT Inc
49,979$2.1T0.38%
21
VVisa Inc
8,868$2.1T0.38%
22
CDWCDW Corp/DE
11,119$2.0T0.36%
23
ITWIllinois Tool Works Inc
8,009$2.0T0.36%
24
FERGFerguson PLC
12,565$2.0T0.35%
25
MASMasco Corp
33,745$1.9T0.34%
26
MCKMcKesson Corp
4,502$1.9T0.34%
27
OCOwens Corning
14,739$1.9T0.34%
28
AG8Agilent Technologies Inc
15,924$1.9T0.34%
29
ALVAutoliv Inc
22,481$1.9T0.34%
30
MTDMettler-Toledo International I
1,445$1.9T0.34%
31
07WAMr Cooper Group Inc
37,417$1.9T0.34%
32
VICIVICI Properties Inc
60,213$1.9T0.34%
33
RTORentokil Initial PLC
47,578$1.9T0.33%
34
NTRSNorthern Trust Corp
24,366$1.8T0.32%
35
UFPTUFP Technologies Inc
8,909$1.7T0.31%
36
7HPHP Inc
55,564$1.7T0.30%
37
EBAeBay Inc
37,725$1.7T0.30%
38
ALKAlaska Air Group Inc
31,391$1.7T0.30%
39
EPREPR Properties
35,514$1.7T0.30%
40
STMSTMicroelectronics NV
33,139$1.7T0.30%
41
CNHICNH Industrial NV
115,030$1.7T0.30%
42
BLBlackLine Inc
30,750$1.7T0.29%
43
IRIngersoll Rand Inc
25,229$1.6T0.29%
44
BCCBoise Cascade Co
18,111$1.6T0.29%
45
PSTGPure Storage Inc
44,356$1.6T0.29%
46
PCARPACCAR Inc
19,403$1.6T0.29%
47
CARRCarrier Global Corp
32,471$1.6T0.29%
48
CUBECubeSmart
35,647$1.6T0.28%
49
OKEONEOK Inc
25,599$1.6T0.28%
50
REGRegency Centers Corp
25,437$1.6T0.28%
51
BLDRBuilders FirstSource Inc
11,515$1.6T0.28%
52
STNStantec Inc
23,965$1.6T0.28%
53
COLMColumbia Sportswear Co
20,196$1.6T0.28%
54
AKAMAkamai Technologies Inc
17,300$1.6T0.28%
55
PCTYPaylocity Holding Corp
8,379$1.5T0.28%
56
FBINFortune Brands Innovations Inc
21,460$1.5T0.28%
57
CITCintas Corp
3,076$1.5T0.27%
58
GPIGroup 1 Automotive Inc
5,861$1.5T0.27%
59
ITUBItau Unibanco Holding SA
254,210$1.5T0.27%
60
OTISOtis Worldwide Corp
16,763$1.5T0.27%
61
TMHCTaylor Morrison Home Corp
30,259$1.5T0.26%
62
LTCLTC Properties Inc
44,440$1.5T0.26%
63
VACMarriott Vacations Worldwide C
11,953$1.5T0.26%
64
MRO*Marathon Oil Corp
63,695$1.5T0.26%
65
BURLBurlington Stores Inc
9,216$1.5T0.26%
66
RRyder System Inc
17,053$1.4T0.26%
67
JBLJabil Inc
13,368$1.4T0.26%
68
HRBH&R Block Inc
45,226$1.4T0.26%
69
UBERUber Technologies Inc
32,972$1.4T0.25%
70
NTNXNutanix Inc
50,738$1.4T0.25%
71
VRSNVeriSign Inc
6,277$1.4T0.25%
72
CPBCampbell Soup Co
30,642$1.4T0.25%
73
APGAPI Group Corp
51,006$1.4T0.25%
74
EXLSExlService Holdings Inc
9,147$1.4T0.25%
75
JBIJanus International Group Inc
129,308$1.4T0.25%
76
IEXIDEX Corp
6,368$1.4T0.24%
77
WGOWinnebago Industries Inc
20,334$1.4T0.24%
78
MMSIMerit Medical Systems Inc
16,206$1.4T0.24%
79
ROKRockwell Automation Inc
4,114$1.4T0.24%
80
KNXKnight-Swift Transportation Ho
24,179$1.3T0.24%
81
SITESiteOne Landscape Supply Inc
8,002$1.3T0.24%
82
DTDynatrace Inc
25,732$1.3T0.24%
83
CAMTCamtek Ltd/Israel
36,163$1.3T0.23%
84
DOVDover Corp
8,681$1.3T0.23%
85
CBAYUSDCymabay Therapeutics Inc
116,439$1.3T0.23%
86
COLBColumbia Banking System Inc
62,790$1.3T0.23%
87
NVSNNovartis AG
12,588$1.3T0.23%
88
GLPIGaming and Leisure Properties
26,198$1.3T0.23%
89
BBWBuild-A-Bear Workshop Inc
59,254$1.3T0.23%
90
EGPEastGroup Properties Inc
7,295$1.3T0.23%
91
PSAPublic Storage
4,332$1.3T0.23%
92
EHCEncompass Health Corp
18,630$1.3T0.22%
93
KDPKeurig Dr Pepper Inc
40,312$1.3T0.22%
94
LFUSLittelfuse Inc
4,309$1.3T0.22%
95
PAYXPaychex Inc
11,135$1.2T0.22%
96
SSTKShutterstock Inc
25,553$1.2T0.22%
97
RGLDRoyal Gold Inc
10,820$1.2T0.22%
98
CMICummins Inc
5,064$1.2T0.22%
99
SPNSSapiens International Corp NV
46,385$1.2T0.22%
100
URBNUrban Outfitters Inc
36,629$1.2T0.22%
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