SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK: 0001085936SEC EDGAR →

Portfolio Value

$4.2T

Holdings

252

As of

Q4 2025

New Positions

245

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Mueller Industries Inc.

787,188$90.4B
2.13%
2

EMCOR Group Inc.

123,062$75.3B
1.77%
3

Tower Semiconductor Ltd.

638,308$75.0B
1.77%
4

NorthWestern Energy Group Inc.

1,122,007$72.4B
1.71%
5

Jazz Pharmaceuticals PLC

384,670$65.4B
1.54%
6

Webster Financial Corp.

988,538$62.2B
1.47%
7

Magnolia Oil & Gas Corporation

2,841,527$62.2B
1.47%
8

Piper Sandler Companies

180,937$61.5B
1.45%
9

Granite Construction Inc.

525,493$60.6B
1.43%
10

OSI Systems Inc.

227,246$58.0B
1.37%

Quarterly Changes

Top Buys

MLI↑ Increased
$86.9B
TSEM↑ Increased
$73.7B
EME↑ Increased
$71.7B
NWE↑ Increased
$70.0B
JAZZ↑ Increased
$63.6B

Top Sells

LXPUSDCLOSED
$28.0B
HSICLOSED
$24.0B
ROCK↓ Decreased
$7.3B
CWBC↓ Decreased
$6.0B
HUNCLOSED
$3.0B

New Positions (19)

$31.1B · 628K shares
$13.8B · 276K shares
$10.8B · 156K shares
$9.5B · 74K shares
$6.0B · 152K shares
$3.0B · 288K shares
$1.1B · 22K shares
$748.0M · 5K shares
$573.0M · 23K shares
$554.0M · 14K shares
$517.0M · 10K shares
$457.0M · 4K shares
$419.0M · 46K shares
$368.0M · 1K shares
$317.0M · 36K shares
$292.0M · 4K shares
$245.0M · 21K shares
$65.0M · 4K shares
$37.0M · 500 shares

Closed Positions (11)

$28.0B · 3.1M shares
$24.0B · 482K shares
$3.0B · 332K shares
$1.2B · 13K shares
$1.1B · 120K shares
$713.9M · 14K shares
$632.9M · 70K shares
$602.6M · 193K shares
$516.4M · 6K shares
$285.3M · 8K shares
$15.4M · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services62$809.5B19.1%
Technology57$698.1B16.5%
Industrials57$629.2B14.8%
Consumer Cyclical58$490.5B11.6%
Healthcare46$375.4B8.8%
Real Estate30$267.7B6.3%
Unknown23$212.0B5.0%
Energy20$197.9B4.7%
Basic Materials15$156.3B3.7%
Communication Services13$148.8B3.5%
Utilities10$133.2B3.1%
Consumer Defensive19$123.7B2.9%