DEAN INVESTMENT ASSOCIATES, LLC Q1 2018 Filing

Filed May 9, 2018

Portfolio Value

$676.7M

Holdings

201

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
NWENorthwestern Corp
244,355$13.1M1.94%
2
PORPortland General Electric Co
250,852$10.2M1.50%
3
RRXRegal Beloit Corp
129,717$9.5M1.41%
4
BXMTBlackstone Mortgage Trust
268,331$8.4M1.25%
5
BLKCHFBlackRock Inc
15,290$8.3M1.22%
6
INTCIntel Corp
158,759$8.3M1.22%
7
DST Systems Inc
92,676$7.8M1.15%
8
WAFDWashington Federal
223,860$7.7M1.14%
9
TXNMPNM Resources Inc
202,020$7.7M1.14%
10
Argo Group International
134,237$7.7M1.14%
11
BACVerizon Communications Inc
158,176$7.6M1.12%
12
ARIApollo Commercial Real Estate
414,528$7.5M1.10%
13
CSCOCisco Systems Inc
173,494$7.4M1.10%
14
XOMExxon Mobil Corp
99,602$7.4M1.10%
15
PLXSPlexus Corp
123,840$7.4M1.09%
16
Western Asset Corporation Loan
689,703$7.2M1.07%
17
BRCBrady Corp
188,575$7.0M1.04%
18
Third Point Reinsurance Ltd
501,090$7.0M1.03%
19
Columbia Property Trust Inc
336,235$6.9M1.02%
20
CVXChevron Corp
59,827$6.8M1.01%
21
NWBINorthwest Bancshares
409,794$6.8M1.00%
22
CPSCooper-Standard Holdings Inc
54,555$6.7M0.99%
23
JNJJohnson & Johnson
50,788$6.5M0.96%
24
PFEPfizer Inc
180,735$6.4M0.95%
25
CSFLUSDCenterstate Bank Corp
239,775$6.4M0.94%
26
DLXDeluxe Corp
85,520$6.3M0.94%
27
SCLStepan Co
74,915$6.2M0.92%
28
IOSPInnospec Inc
89,783$6.2M0.91%
29
FRMEFirst Merchants Corp
146,715$6.1M0.90%
30
CSGSCSG Sys Intl Inc
133,707$6.1M0.89%
31
MEIMethode Electronics Inc
154,180$6.0M0.89%
32
Convergys Corp
265,985$6.0M0.89%
33
TMKTorchmark Corp
71,321$6.0M0.89%
34
SRC Energy Inc
632,910$6.0M0.88%
35
Magellan Health Inc
55,345$5.9M0.88%
36
FFBCFirst Financial Bancorp
199,647$5.9M0.87%
37
WECWEC Energy Group Inc
93,105$5.8M0.86%
38
MZTILancaster Colony Corp
45,760$5.6M0.83%
39
TYGEURTortoise Energy Infrastructure
223,341$5.6M0.82%
40
TEN1Tenneco Inc
100,370$5.5M0.81%
41
GBCIGlacier Bancorp Inc
143,310$5.5M0.81%
42
NTRNutrien Ltd
115,406$5.5M0.81%
43
EHCEncompass Health Corp
95,063$5.4M0.80%
44
FDXFedEx Corp
22,497$5.4M0.80%
45
EMREmerson Electric Co
78,795$5.4M0.80%
46
SBCSabra Health Care Reit Inc
304,730$5.4M0.79%
47
LZBLa Z Boy Inc
179,035$5.4M0.79%
48
PGProcter & Gamble Co/The
67,167$5.3M0.79%
49
PS Business Parks Inc/Ca
46,950$5.3M0.78%
50
GBXGreenbrier Companies Inc
104,965$5.3M0.78%
51
BRK/BBerkshire Hathaway Inc Cl B
26,369$5.3M0.78%
52
MMM3M Co
23,764$5.2M0.77%
53
BOHBank of Hawaii Corp
62,215$5.2M0.76%
54
CVSCVS Health Corp
82,469$5.1M0.76%
55
McDermott International Inc
814,445$5.0M0.73%
56
SLBSchlumberger Ltd
76,307$4.9M0.73%
57
USBUS Bancorp
97,701$4.9M0.73%
58
WIREEUREncore Wire Corp
85,885$4.9M0.72%
59
COLDAmericold Realty Trust
254,995$4.9M0.72%
60
AFLAflac Inc
106,858$4.7M0.69%
61
CTSHCognizant Technology Solutions
57,936$4.7M0.69%
62
OGSOne Gas Inc
69,380$4.6M0.68%
63
DISWalt Disney Co/The
45,427$4.6M0.67%
64
BWABorgWarner Inc
90,394$4.5M0.67%
65
CFFNCapitol Federal Financial
367,667$4.5M0.67%
66
CALMCal Maine Foods Inc
101,112$4.4M0.65%
67
VMIValmont Industries Inc
30,145$4.4M0.65%
68
CAKECheesecake Factory Inc/The
91,420$4.4M0.65%
69
SSDSimpson Manufacturing Co Inc
76,100$4.4M0.65%
70
BLMNBloomin' Brands Inc
177,015$4.3M0.64%
71
AWRAmerican States Water Co
80,850$4.3M0.63%
72
Infinity Property & Casualty
36,123$4.3M0.63%
73
FDPFresh Del Monte Produce Inc
94,185$4.3M0.63%
74
TMHCTaylor Morrison Home Corp
182,370$4.2M0.63%
75
EOGEOG Resources Inc
40,196$4.2M0.63%
76
MSFTMicrosoft Corp
46,334$4.2M0.62%
77
PXGBXPraxair Inc
29,089$4.2M0.62%
78
GPMTGranite Point Mortgage Trust
253,390$4.2M0.62%
79
BKBank of NY Mellon
81,044$4.2M0.62%
80
BBTUSDBB&T Corp
76,287$4.0M0.59%
81
LTHLifepoint Hospitals Inc
83,520$3.9M0.58%
82
DOVDover Corp
39,357$3.9M0.57%
83
HMNHorace Mann Educators Corp
89,605$3.8M0.57%
84
BFHAlliance Data Systems Corp
17,751$3.8M0.56%
85
HSYHershey Co/The
38,057$3.8M0.56%
86
Chemical Financial Corp
66,615$3.6M0.54%
87
AEBAAllete Inc
50,110$3.6M0.53%
88
WTSWatts Water Technologies Inc
46,055$3.6M0.53%
89
AZOAutozone Inc
5,439$3.5M0.52%
90
RNSTRenasant Corp
82,857$3.5M0.52%
91
PEPPepsiCo Inc
32,178$3.5M0.52%
92
Bryn Mawr Bank Corp
78,796$3.5M0.51%
93
DVADavita Inc
52,426$3.5M0.51%
94
WCCWesco International Inc
55,645$3.5M0.51%
95
FWRDUSDForward Air Corp
65,040$3.4M0.51%
96
KEYKeyCorp
175,140$3.4M0.51%
97
CBTCabot Corp
60,845$3.4M0.50%
98
FFIVF5 Networks Inc
23,268$3.4M0.50%
99
ASTEAstec Industries Inc
59,000$3.3M0.48%
100
BIGGQBig Lots Inc
74,618$3.2M0.48%
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