Dean Capital Management

CIK: 0001455468SEC EDGAR →

Portfolio Value

$234.7M

Holdings

117

As of

Q4 2025

New Positions

4

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Helmerich & Payne Inc

144,195$4.1M
1.76%
2

Bel Fuse Inc Cl B

23,504$4.0M
1.70%
3

Steven Madden Ltd

95,660$4.0M
1.70%
4

Viavi Solutions Inc

221,405$3.9M
1.68%
5

Advanced Energy Inds

18,804$3.9M
1.68%
6

Portland General Electric Co

79,207$3.8M
1.62%
7

Littelfuse Inc

14,925$3.8M
1.61%
8

Bank of NY Mellon

32,240$3.7M
1.59%
9

Jazz Pharmaceuticals PLC

21,158$3.6M
1.53%
10

Reynolds Consumer Products

155,712$3.6M
1.52%

Quarterly Changes

Top Buys

PORNEW
$3.8M
CPKNEW
$3.5M
PBVNEW
$2.5M
SAFT↑ Increased
$2.1M
EIG↑ Increased
$2.1M

Top Sells

VCCLOSED
$4.3M
ESE↓ Decreased
$4.0M
LFUS↓ Decreased
$3.5M
ASTE↓ Decreased
$3.1M
MBUU↓ Decreased
$2.8M

New Positions (4)

$3.8M · 79K shares
$3.5M · 28K shares
$2.5M · 41K shares
$2.0M · 10K shares

Closed Positions (8)

$4.3M · 36K shares
$1.6M · 73K shares
$1.6M · 65K shares
$1.6M · 31K shares
$1.2M · 92K shares
$1.0M · 19K shares
$988K · 3K shares
$466K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services21$44.4M18.9%
Industrials22$42.0M17.9%
Technology16$30.8M13.1%
Consumer Cyclical16$28.0M11.9%
Utilities7$18.2M7.7%
Energy7$15.9M6.8%
Healthcare6$13.6M5.8%
Real Estate6$11.9M5.1%
Consumer Defensive5$11.4M4.9%
Basic Materials5$8.0M3.4%
Unknown4$7.0M3.0%
Communication Services2$3.4M1.5%