YOUSIF CAPITAL MANAGEMENT, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$8.8T

Holdings

1,963

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,963 positions)

StockValue
POSTPost Holdings Inc
$2.3B
MRO*Marathon Oil Corp
$2.3B
EIDOIshares Msci Indonia Etf
$2.3B
ESABEsab Corporation
$2.3B
APAApa Corporation Com
$2.3B
KBHKb Home
$2.3B
MMSMaximus Inc
$2.3B
TKRTimken Co
$2.2B
MDUMdu Resources Group Inc
$2.2B
LUVSouthwest Airlines Co
$2.2B
MUFGMitsubishi Ufj Finl Group Inc
$2.2B
ULUnilever Plc Sp ADR
$2.2B
THOThor Industries Inc
$2.2B
CVLTCommvault Systems Inc
$2.2B
QLYSQualys Inc
$2.2B
PKGPackaging Corp America
$2.2B
TSNTyson Foods Inc Cl A
$2.2B
AMGAffiliated Managers Group Inc
$2.2B
BMIBadger Meter Inc
$2.2B
AVTAvnet Inc
$2.2B
HXLHexcel Corp New Com
$2.2B
CRSCarpenter Technology Corp
$2.2B
SONSonoco Prods Co
$2.2B
REEverest Group Ltd
$2.2B
MARAMarathon Digital Hldgs Inc
$2.2B
CADECadence Bank
$2.2B
KIMKimco Realty Corp
$2.2B
UGIUgi Corp
$2.2B
PBFPbf Energy Inc Cl A
$2.2B
BCBrunswick Corp
$2.1B
EXLSExlservice Holdings Inc
$2.1B
APPFAppfolio Inc Class A
$2.1B
JXNJackson Financial Inc Cl A
$2.1B
NFGNational Fuel Gas Co Nj
$2.1B
LDOSLeidos Holdings Inc
$2.1B
CBTCabot Corp
$2.1B
UDRUdr
$2.1B
SEESealed Air Corp
$2.1B
WTSWatts Water Technologies Inc C
$2.1B
AMAntero Midstream Corp
$2.1B
07WAMr Cooper Group Inc
$2.1B
WRBBerkley W R Corp
$2.1B
PODDInsulet Corp
$2.1B
ZBRAZebra Technologies Corp Cl A
$2.1B
OPCHOption Care Health Inc New
$2.1B
EEMIshares Msci Emerg Mkt Etf
$2.1B
ALKAlaska Air Group Inc
$2.1B
KRGKite Realty Group Trust
$2.1B
FNBFnb Corp Pa
$2.1B
JJacobs Solutions Inc
$2.1B
FSSFederal Signal Corp
$2.1B
ALAir Lease Corp Cl A Cl A
$2.0B
SMSm Energy Co
$2.0B
EQTEquity Corp
$2.0B
JPXAerovironment Inc
$2.0B
MMSIMerit Med Systems Inc
$2.0B
MASMasco Corp
$2.0B
SLMSlm Corp
$2.0B
EXPOExponent Inc
$2.0B
VNOVornado Realty Trust
$2.0B
DTEGYDeutsche Telekom Ag Sponsored
$2.0B
UEOWestlake Corp
$2.0B
FDSFactset Research Systems Inc
$2.0B
WRKUSDWestrock Co
$2.0B
BCPCBalchem Corp
$2.0B
UALUnited Airlines Holdings Inc
$2.0B
AWIArmstrong World Inds
$2.0B
ASHAshland Inc
$2.0B
WATWaters Corp
$2.0B
BCCBoise Cascade Co
$2.0B
GATXGatx Corp
$2.0B
FUODolby Laboratories Inc Cl A
$2.0B
IDAIdacorp Inc
$2.0B
SNYSanofi Sponsored Adr
$2.0B
DYDycom Industries Inc
$2.0B
VFCVf Corp
$2.0B
THGHanover Insurance Group Inc
$2.0B
KEYKeycorp
$2.0B
EPRTEssential Properties Realty Tr
$2.0B
IBPInstalled Building Prods Inc
$1.9B
VALValaris Limited Cl A
$1.9B
CPTCamden Property Trust
$1.9B
AWGAsbury Automotive Group Inc
$1.9B
BCOBrinks Co
$1.9B
PORPortland General Electric Co C
$1.9B
SNASnap On Inc
$1.9B
JHGJanus Henderson Group Plc
$1.9B
COOCooper Cos Inc
$1.9B
EEFTEuronet Worldwide Inc
$1.9B
RDNRadian Group Inc Com
$1.9B
HOMBHome Bancshares Inc
$1.9B
FMFFormfactor Inc
$1.9B
CFCf Industries Holdings Inc
$1.9B
GENGen Digital Inc
$1.9B
W3UWestern Union Co
$1.9B
KRYSKrystal Biotech, Inc.
$1.9B
FLOFlowers Foods Inc
$1.9B
ACLSAxcelis Technologies Inc
$1.9B
TDWTidewater Inc
$1.8B
NCLHNorwegian Cruise Line Holding
$1.8B
PreviousPage 8 of 20Next