THOMPSON SIEGEL & WALMSLEY LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$6.0M

Holdings

398

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (398 positions)

StockValue
AERAERCAP HOLDINGS NV
$152K
DDOMINION ENERGY INC
$100K
SWSMURFIT WESTROCK PLC
$99K
LKQ1LKQ CORP
$98K
GPKGRAPHIC PACKAGING HOLDING CO
$93K
KHCKRAFT HEINZ CO
$87K
EVRGEVERGY INC
$85K
CHKPCHECK POINT SOFTWARE TECH
$83K
CAGCONAGRA BRANDS INC.
$81K
FCNCAFIRST CTZNS BANCSHARES IN
$78K
MKLMARKEL GROUP INC
$76K
TAPMOLSON COORS BEVERAGE CO -B
$76K
GOOGALPHABET INC
$76K
0J7QIAC INC
$75K
MOSMOSAIC CO NEW
$72K
VTRSVIATRIS INC
$69K
CCKCROWN HOLDINGS INC
$68K
HIIHUNTINGTON INGALLS INDS I
$67K
GLPIGAMING AND LEISURE PROPERTIES
$67K
CNCCENTENE CORP
$67K
VNTVONTIER CORPORATION
$66K
PRGOPERRIGO CO PLC
$65K
BAXBAXTER INTERNATIONAL
$64K
PPGPPG INDUSTRIES
$62K
HSICSCHEIN HENRY INC
$61K
CPAYCORPAY INC
$60K
DINOHF SINCLAIR CORPORATION
$59K
GPNGLOBAL PAYMENTS INC
$59K
BUWABIO-RAD LABORATORIES-CL A
$58K
LINLINDE PLC
$56K
AMTMAMENTUM HOLDINGS INC
$56K
MTCHMATCH GROUP INC NEW
$55K
OGEOGE ENERGY CORP
$55K
ZBHZIMMER HOLDINGS INC
$54K
SUXTD SYNNEX CORP
$53K
CMCCOMMERCIAL METALS CO.
$53K
VBRVANGUARD SMALL-CAP VALUE ETF
$51K
HALHALLIBURTON CO
$51K
STZCONSTELLATION BRANDS INC-A
$50K
JAZZJAZZ PHARMACEUTICALS PLC
$49K
FNFFNF GROUP
$49K
KMIKINDER MORGAN INC
$49K
VTEBVANGUARD TAX EXEMPT BOND ETF
$49K
TSNTYSON FOODS INC CL A
$47K
CTSHCOGNIZANT TECH SOLUTIONS-A
$47K
AAPLAPPLE COMPUTER INC
$46K
SIRISIRIUSXM HOLDINGS INC
$46K
MSFTMICROSOFT CORP
$46K
IQVIQVIA HLDGS INC
$46K
ADMARCHER-DANIELS-MIDLAND CO
$46K
UHAL/BU-HAUL HOLDING CO-NON VOTING
$45K
NWSANEWS CORP NEW
$45K
EXEEXPAND ENERGY
$41K
BIIBBIOGEN IDEC INC
$40K
UEOWESTLAKE CHEMICAL CORP
$40K
NVDANVIDIA CORP
$40K
FLRFLUOR CORP
$40K
DLTRDOLLAR TREE INC
$39K
POSTPOST HLDGS INC
$39K
LADLITHIA MOTORS INC-CL A
$38K
CPBCAMPBELL SOUP CO
$37K
FISVFISERV INC
$37K
SSNCSS&C TECHNOLOGIES HLDGS I
$35K
NENOBLE CORP PLC
$34K
WCCWESCO INTERNATIONAL INC
$34K
IWSISHARES RUSSELL MIDCAP VALUE
$33K
CLVTCLARIVATE PLC
$33K
MRKMERCK & CO INC.
$32K
LBTYALIBERTY GLOBAL LTD.
$32K
BF/BBROWN-FOREMAN CORP-CLASS B
$30K
SPYS&P 500 DEPOSITORY RECEIPT
$28K
CNHICNH INDL N V
$28K
VOOVANGUARD S&P 500 ETF
$28K
OMCOMNICOM GROUP
$27K
BRK/BBERKSHIRE HATHAWAY INC-CL B
$26K
SHOPSHOPIFY INC
$26K
AFWALIGN TECHNOLOGY INC
$24K
MCKMCKESSON HBOC INC
$24K
JPMJP MORGAN CHASE & CO
$23K
IBMINTERNATIONAL BUSINESS MACHINE
$22K
MOHMOLINA HEALTHCARE INC
$22K
TRVCCITIGROUP INC
$21K
VTIPVANGUARD SHRT INF PROTECT
$21K
CHTRCHARTER COMMUNICATIONS IN
$21K
METAMETA PLATFORMS INC
$20K
CVXCHEVRON CORP
$20K
AVGOBROADCOM INC
$19K
GSGOLDMAN SACHS GROUP INC
$19K
WTMWHITE MOUNTAINS INSURANCE GROU
$19K
PGRPROGRESSIVE CORP
$18K
VBILVANGUARD 0-3 MTH TBILL
$17K
COFCAPITAL ONE FINANCIAL CORP
$17K
WFCWELLS FARGO & COMPANY
$17K
ABBVABBVIE INC
$17K
CICIGNA GROUP
$17K
DGDOLLAR GENERAL CORP
$17K
IWNISHARES RUSSELL 2000 VALUE
$16K
NOMDNOMAD FOODS LTD
$16K
GHCGRAHAM HLDGS CO
$16K
PAGPPLAINS GP HLDGS L P
$16K
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