THOMPSON SIEGEL & WALMSLEY LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$6.2B

Holdings

404

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (404 positions)

StockValue
AERAERCAP HOLDINGS NV
$156.7M
LKQ1LKQ CORP
$108.3M
HIIHUNTINGTON INGALLS INDS I
$105.4M
SWSMURFIT WESTROCK PLC
$104.3M
DDOMINION ENERGY INC
$104.2M
CHKPCHECK POINT SOFTWARE TECH
$98.4M
CAGCONAGRA BRANDS INC.
$96.5M
KHCKRAFT HEINZ CO
$93.5M
EVRGEVERGY INC
$93.5M
DINOHF SINCLAIR CORPORATION
$87.0M
PRGOPERRIGO CO PLC
$80.8M
GPKGRAPHIC PACKAGING HOLDING CO
$79.9M
LINLINDE PLC
$77.7M
MOSMOSAIC CO NEW
$76.1M
CMCCOMMERCIAL METALS CO.
$75.8M
VTRSVIATRIS INC
$75.8M
CCKCROWN HOLDINGS INC
$74.6M
TAPMOLSON COORS BEVERAGE CO -B
$73.7M
MKLMARKEL GROUP INC
$72.8M
VNTVONTIER CORPORATION
$72.6M
GLPIGAMING AND LEISURE PROPERTIES
$68.7M
0J7QIAC INC
$67.7M
BAXBAXTER INTERNATIONAL
$67.7M
FCNCAFIRST CTZNS BANCSHARES IN
$67.1M
ZBHZIMMER HOLDINGS INC
$66.8M
AMTMAMENTUM HOLDINGS INC
$65.4M
GPNGLOBAL PAYMENTS INC
$62.6M
PPGPPG INDUSTRIES
$61.7M
BUWABIO-RAD LABORATORIES-CL A
$61.0M
CNCCENTENE CORP
$60.5M
SUXTD SYNNEX CORP
$60.1M
GOOGALPHABET INC
$59.0M
SIRISIRIUSXM HOLDINGS INC
$56.9M
HSICSCHEIN HENRY INC
$56.8M
HALHALLIBURTON CO
$56.6M
MTCHMATCH GROUP INC NEW
$56.3M
OGEOGE ENERGY CORP
$56.1M
POSTPOST HLDGS INC
$55.0M
SPYS&P 500 DEPOSITORY RECEIPT
$54.5M
NWSANEWS CORP NEW
$53.9M
CPAYCORPAY INC
$53.9M
KMIKINDER MORGAN INC
$53.5M
IQVIQVIA HLDGS INC
$53.0M
FNFFNF GROUP
$51.4M
ADMARCHER-DANIELS-MIDLAND CO
$50.9M
TSNTYSON FOODS INC CL A
$50.4M
WCCWESCO INTERNATIONAL INC
$50.1M
VBRVANGUARD SMALL-CAP VALUE ETF
$49.9M
JAZZJAZZ PHARMACEUTICALS PLC
$49.3M
MSFTMICROSOFT CORP
$49.2M
VTEBVANGUARD TAX EXEMPT BOND ETF
$48.7M
CTSHCOGNIZANT TECH SOLUTIONS-A
$46.0M
JJACOBS SOLUTIONS INC
$45.5M
CNHICNH INDL N V
$44.1M
STZCONSTELLATION BRANDS INC-A
$43.6M
AAPLAPPLE COMPUTER INC
$43.4M
BIIBBIOGEN IDEC INC
$42.9M
UHAL/BU-HAUL HOLDING CO-NON VOTING
$40.8M
CLVTCLARIVATE PLC
$39.4M
NVDANVIDIA CORP
$38.2M
WTWWILLIS TOWERS WATSON PLC
$37.7M
SSNCSS&C TECHNOLOGIES HLDGS I
$34.4M
UEOWESTLAKE CHEMICAL CORP
$34.0M
LBTYALIBERTY GLOBAL LTD.
$33.0M
NENOBLE CORP PLC
$30.0M
ALLYALLY FINL INC
$29.7M
JPMJP MORGAN CHASE & CO
$28.7M
DLTRDOLLAR TREE INC
$28.5M
LULULULULEMON AUTHLETICA INC
$28.3M
VOOVANGUARD S&P 500 ETF
$27.7M
OMCOMNICOM GROUP
$27.0M
EXEEXPAND ENERGY
$27.0M
DGDOLLAR GENERAL CORP
$26.4M
BRK/BBERKSHIRE HATHAWAY INC-CL B
$26.4M
MRKMERCK & CO INC.
$25.4M
LADLITHIA MOTORS INC-CL A
$24.6M
SHOPSHOPIFY INC
$24.1M
PGRPROGRESSIVE CORP
$23.4M
MCKMCKESSON HBOC INC
$22.6M
GSGOLDMAN SACHS GROUP INC
$22.3M
METAMETA PLATFORMS INC
$21.5M
AVGOBROADCOM INC
$21.5M
IBMINTERNATIONAL BUSINESS MACHINE
$20.9M
CICIGNA GROUP
$20.4M
CVXCHEVRON CORP
$20.2M
TRVCCITIGROUP INC
$19.7M
BLKBLACKROCK INC
$18.5M
ULTAULTA SALON COSMETCS & FRA
$18.5M
ORCLORACLE SYSTEMS
$18.4M
BF/BBROWN-FOREMAN CORP-CLASS B
$17.8M
GHCGRAHAM HLDGS CO
$17.6M
IWSISHARES RUSSELL MIDCAP VALUE
$17.5M
COFCAPITAL ONE FINANCIAL CORP
$17.3M
ABBVABBVIE INC
$17.1M
AGNCAGNC INVT CORP
$16.9M
NOMDNOMAD FOODS LTD
$16.5M
WMBWILLIAMS COS INC
$16.4M
ONON SEMICONDUCTOR CORP
$15.8M
NWNNORTHWEST NAT HLDG CO
$15.4M
WFCWELLS FARGO & COMPANY
$15.3M
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