SYSTEMATIC FINANCIAL MANAGEMENT LP Q2 2024 Filing

Filed August 16, 2024

Portfolio Value

$3.3T

Holdings

249

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (249 positions)

#StockSharesValue% PortfolioType
1
FCNCAFirst Citizens Bancshares Inc.
57,842$97.4B2.96%
2
MGYMagnolia Oil & Gas Corporation
2,667,263$67.6B2.05%
3
EMEEMCOR Group Inc.
154,550$56.4B1.71%
4
MLIMueller Industries Inc.
910,328$51.8B1.57%
5
NWENorthWestern Energy Group Inc.
940,602$47.1B1.43%
6
K6BKBR Inc.
719,333$46.1B1.40%
7
FIXComfort Systems USA Inc.
140,831$42.8B1.30%
8
PIPRPiper Sandler Companies
185,752$42.8B1.30%
9
ANFAbercrombie & Fitch Co.
230,824$41.0B1.25%
10
ICFIICF International Inc.
270,861$40.2B1.22%
11
CWCurtiss-Wright Corp.
145,330$39.4B1.20%
12
WBSWebster Financial Corp.
836,679$36.5B1.11%
13
EHCEncompass Health Corp.
419,870$36.0B1.09%
14
GVAGranite Construction Inc.
577,445$35.8B1.09%
15
REEverest Group Ltd.
93,368$35.6B1.08%
16
WAFDWaFd Inc.
1,154,545$33.0B1.00%
17
LYTSLSI Industries Inc.
2,233,233$32.3B0.98%
18
ONTOOnto Innovations Inc.
147,096$32.3B0.98%
19
SBCSabra Health Care REIT Inc.
2,063,825$31.8B0.97%
20
OCOwens Corning New
182,549$31.7B0.96%
21
OSISOSI Systems Inc.
228,649$31.4B0.96%
22
SFStifel Financial Corp.
367,817$31.0B0.94%
23
SIMOSilicon Motion Technology Corp
379,048$30.7B0.93%
24
INVAInnoviva Inc.
1,857,980$30.5B0.93%
25
KBHKB Home
431,862$30.3B0.92%
26
PRGOPerrigo Co. PLC
1,118,562$28.7B0.87%
27
REXREX American Resources Corp.
628,064$28.6B0.87%
28
MSGEMadison Square Garden Entertai
832,046$28.5B0.87%
29
SIGISelective Insurance Group Inc.
303,536$28.5B0.87%
30
LRNStride Inc.
399,456$28.2B0.86%
31
URBNUrban Outfitters Inc.
671,644$27.6B0.84%
32
CMCCommercial Metals Company
499,032$27.4B0.83%
33
SPBSpectrum Brands Holdings Inc.
316,391$27.2B0.83%
34
APLEApple Hospitality REIT Inc.
1,858,080$27.0B0.82%
35
JAZZJazz Pharmaceuticals PLC
250,769$26.8B0.81%
36
TRSTTrustco Bank Corp NY (new)
930,050$26.8B0.81%
37
VSHVishay Intertechnology Inc.
1,187,642$26.5B0.80%
38
WSMWilliams-Sonoma Inc.
93,587$26.4B0.80%
39
CTVHelix Energy Solutions Group I
2,212,655$26.4B0.80%
40
PRGSProgress Software Corp.
483,540$26.2B0.80%
41
COHUCohu Inc.
791,857$26.2B0.80%
42
TSEMTower Semiconductor Ltd.
662,846$26.1B0.79%
43
LDOSLeidos Holdings Inc.
175,677$25.6B0.78%
44
OLEDUniversal Display Corp.
121,553$25.6B0.78%
45
AEOAmerican Eagle Outfitters Inc.
1,263,155$25.2B0.77%
46
ORIOld Republic Intl Corp.
791,616$24.5B0.74%
47
VCVisteon Corp.
228,639$24.4B0.74%
48
SAICScience Applications Internati
207,344$24.4B0.74%
49
NXQuanex Building Products Corpo
876,960$24.2B0.74%
50
DOCHealthpeak Properties Inc.
1,231,226$24.1B0.73%
51
EX9Exelixis Inc.
1,073,245$24.1B0.73%
52
CMCOColumbus Mckinnon Corp.
687,563$23.7B0.72%
53
OVVOvintiv Inc.
505,375$23.7B0.72%
54
PQ3Provident Financial Services I
1,649,930$23.7B0.72%
55
AMWDAmerican Woodmark Corp.
294,510$23.1B0.70%
56
CHRChurchill Downs Inc.
156,139$21.8B0.66%
57
GENCGencor Industries Inc.
1,120,211$21.7B0.66%
58
SD2Sandy Spring Bancorp Inc.
887,219$21.6B0.66%
59
MKSIMKS Instruments Inc.
161,811$21.1B0.64%
60
MLRMiller Industries Inc.
382,299$21.0B0.64%
61
ASGNASGN Incorporated
237,369$20.9B0.64%
62
LXPUSDLXP Industrial Trust (REIT)
2,294,634$20.9B0.64%
63
RRXRegal Rexnord Corp.
154,645$20.9B0.64%
64
AZTAAzenta Inc.
392,777$20.7B0.63%
65
XXYCross Country Healthcare Inc.
1,490,988$20.6B0.63%
66
MSGSMadison Square Garden Sports C
108,294$20.4B0.62%
67
ADEAAdeia Inc.
1,814,476$20.3B0.62%
68
QRVOQorvo Inc.
171,378$19.9B0.60%
69
MTUSMetallus Inc.
968,386$19.6B0.60%
70
FCBCFirst Community Bancshares Inc
526,409$19.4B0.59%
71
HNIHNI Corp.
429,770$19.3B0.59%
72
FRMEFirst Merchants Corporation
575,810$19.2B0.58%
73
UCBUnited Community Banks Inc.
749,170$19.1B0.58%
74
DCOMDime Community Bancshares Inc.
929,811$19.0B0.58%
75
BBTBerkshire Hills Bancorp Inc.
822,178$18.7B0.57%
76
LZBLa-Z-Boy Inc.
502,713$18.7B0.57%
77
NOMDNomad Foods Limited
1,116,329$18.4B0.56%
78
PORPortland General Electric
418,110$18.1B0.55%
79
KALUKaiser Aluminum Corporation
205,343$18.0B0.55%
80
DKDelek US Holdings Inc.
727,145$18.0B0.55%
81
MCFTMasterCraft Boat Holdings Inc.
941,559$17.8B0.54%
82
HELEHelen of Troy Corp. Ltd.
190,433$17.7B0.54%
83
COHRCoherent Corp.
243,610$17.7B0.54%
84
COLBColumbia Banking System Inc.
880,576$17.5B0.53%
85
ADCAgree Realty Corp. (REIT)
280,480$17.4B0.53%
86
CHCTCommunity Healthcare Trust Inc
737,412$17.2B0.52%
87
HPHelmerich & Payne Inc.
463,117$16.7B0.51%
88
NENoble Corp. PLC
367,795$16.4B0.50%
89
PIIPolaris Inc.
205,112$16.1B0.49%
90
HSIHeidrick & Struggles Intl Inc.
500,845$15.8B0.48%
91
INMDInMode Ltd.
852,610$15.6B0.47%
92
SHOOSteven Madden Ltd.
367,269$15.5B0.47%
93
SDRLSeadrill Limited
300,750$15.5B0.47%
94
HAYWHayward Holdings Inc.
1,251,545$15.4B0.47%
95
KRGKite Realty Group Trust (REIT)
674,925$15.1B0.46%
96
TPRTapestry Inc.
352,094$15.1B0.46%
97
GEFGreif Inc. CL A
257,110$14.8B0.45%
98
EHABEnhabit Inc.
1,610,997$14.4B0.44%
99
PHMPulteGroup Inc.
122,120$13.4B0.41%
100
VVXV2X Inc.
275,880$13.2B0.40%
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