YOUSIF CAPITAL MANAGEMENT, LLC Q2 2023 Filing

Filed August 2, 2023

Portfolio Value

$8.2T

Holdings

1,969

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,969 positions)

StockValue
HIHillenbrand Inc
$1.9B
VALValaris Limited Cl A
$1.9B
DVDoubleverify Holdings Inc
$1.9B
STXSeagate Technology Holdings PL
$1.9B
VSHVishay Intertechnology Inc
$1.9B
TFXTeleflex Inc
$1.9B
LITELumentum Holdings Inc
$1.9B
WIREEUREncore Wire Corp
$1.9B
AMAntero Midstream Corp
$1.9B
CMWAYCommonwealth Bank Of Australia
$1.9B
ARWRArrowhead Pharmaceuticals Inc
$1.9B
TXNMPnm Resources Inc
$1.9B
ASGNAsgn Inc
$1.9B
RUNSunrun Inc
$1.9B
HSTHost Hotels & Resorts Inc
$1.9B
SONYSony Group Corporation
$1.9B
CBTCabot Corp
$1.9B
AJRDEURAerojet Rocketdyne Holdings In
$1.9B
TDToronto Dominion Bank Ont
$1.9B
KLICKulicke & Soffa Industries Inc
$1.9B
ADNTAdient Plc
$1.9B
CFGCitizens Financial Group Inc
$1.9B
TPHTri Pointe Homes Inc Com
$1.9B
EPRTEssential Properties Realty Tr
$1.9B
PKNRevvity Inc
$1.9B
JHGJanus Henderson Group Plc
$1.9B
LYVLive Nation Entertainment Inc
$1.8B
TGNATegna Inc
$1.8B
AGOAssured Guaranty Ltd
$1.8B
PKGPackaging Corp America
$1.8B
OI*O-I Glass Inc
$1.8B
GKOSGlaukos Corp
$1.8B
TWNKEURHostess Brands, Inc
$1.8B
VYXNcr Corp
$1.8B
EXTRExtreme Networks Inc
$1.8B
FFINFirst Financial Bankshares
$1.8B
EPAMEpam Systems Inc
$1.8B
DTEGYDeutsche Telekom Ag Sponsored
$1.8B
DPZDominos Pizza Inc
$1.8B
REGRegency Centers Corp
$1.8B
NTTYYNippon Teleg & Tel Corp Sponso
$1.8B
ICUIIcu Medical Inc
$1.8B
AALAmerican Airlines Group Inc
$1.8B
SEMSelect Med Holdings Corp
$1.8B
DYDycom Industries Inc
$1.8B
CNXCConcentrix Corp
$1.8B
CADECadence Bank
$1.8B
AELUSDAmerican Equity Inv Life Holdi
$1.7B
BPBP Plc Sp ADR
$1.7B
OTTROtter Tail Corp
$1.7B
CYTKCytokinetics Inc
$1.7B
EPREpr Properties
$1.7B
BYDBoyd Gaming Corp
$1.7B
IBPInstalled Building Prods Inc
$1.7B
ITRIItron Inc
$1.7B
HGVHilton Grande Vacations
$1.7B
TAPMolson Coors Brewing Co Cl B
$1.7B
FCFSFirstcash Holdings Inc
$1.7B
AVNTAvient Corporation Com
$1.7B
SMPLSimply Good Foods Co
$1.7B
CUZCousins Properties Inc
$1.7B
GBCIGlacier Bancorp Inc
$1.7B
AWRAmerican States Water Co
$1.7B
ESABEsab Corporation
$1.7B
LCIILci Industries
$1.7B
CRCCalifornia Resources Corp Stoc
$1.7B
KRCKilroy Realty Corp
$1.7B
VSATViasat Inc
$1.7B
VTRSViatris Inc
$1.7B
ARNC1EURArconic Corporation
$1.7B
MTSIMacom Technology Solutions Hol
$1.7B
YETIYeti Holdings Inc
$1.7B
NWENorthwestern Corp
$1.7B
SYNASynaptics Inc
$1.7B
OMCLOmnicell Inc
$1.7B
DEODiageo Plc Sp ADR
$1.6B
OLLIOllies Bargain Outlt Holdings
$1.6B
BXPBoston Properties Inc
$1.6B
BUDAnheuser Busch Inbev Sa/Nv Spo
$1.6B
VNOVornado Realty Trust
$1.6B
MTCHMatch Group Inc
$1.6B
MCMoelis & Co Cl A
$1.6B
SRSpire Inc
$1.6B
JNPJuniper Networks Inc
$1.6B
GKDGrand Canyon Ed Inc
$1.6B
QRVOQorvo Inc
$1.6B
ALLEAllegion Pub LTD Co
$1.6B
JXC1J2 Global Inc
$1.6B
HWCHancock Whitney Corporation
$1.6B
MATXMatson Inc
$1.6B
GENGen Digital Inc
$1.6B
VLYValley National Bancorp
$1.6B
WHRWhirlpool Corp
$1.6B
AEBAAllete Inc
$1.6B
TECHBio Techne Corp
$1.6B
RG6Rogers Corp
$1.6B
KDKyndryl Hldgs Inc
$1.6B
ENVUSDEnvestnet Inc
$1.6B
CNXCnx Resources Corporation
$1.6B
TNLTravel And Leisure Co
$1.6B
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