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SYSTEMATIC FINANCIAL MANAGEMENT LP

Q3 2025 · Filed 2025-11-13
Market Value
$4.0B
+9.7%
Holdings
240
-1
New Purchases
3
Added To
102
Closed
3
Reduced
86
Top 10 Concentration
17.1%
Turnover
2.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSEM 1.38% 0.94% +0.44% $54M
GPOR 0.40% 0.00% +0.40% $16M
LYTS 1.53% 1.22% +0.31% $61M
COHU 0.79% 0.55% +0.24% $31M
CPRX 0.34% 0.12% +0.22% $14M
NMRK 0.73% 0.53% +0.20% $29M
MKSI 0.83% 0.64% +0.19% $33M
ONTO 0.64% 0.46% +0.18% $25M
CSR 0.38% 0.21% +0.17% $15M
SIMO 1.41% 1.24% +0.16% $56M
AEO 0.45% 0.29% +0.16% $18M
ASGN 0.53% 0.38% +0.16% $21M
MLI 2.24% 2.09% +0.15% $89M
SUPN 0.35% 0.21% +0.14% $14M
SPHR 0.54% 0.41% +0.13% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CW 0.56% 1.40% -0.84% $22M
FCNCA 0.93% 1.42% -0.49% $37M
LRN 1.20% 1.47% -0.27% $47M
URBN 1.23% 1.50% -0.26% $49M
PRGO 0.75% 0.98% -0.23% $30M
EXEL 1.14% 1.36% -0.22% $45M
MX 0.02% 0.21% -0.20% $618K
NOMD 0.52% 0.71% -0.19% $21M
INVA 0.98% 1.15% -0.17% $39M
EHC 1.36% 1.52% -0.16% $54M
HUN 0.09% 0.23% -0.14% $4M
EHAB 0.39% 0.52% -0.13% $16M
PRGS 1.02% 1.14% -0.12% $40M
SAIC 0.49% 0.61% -0.12% $19M
SIGI 0.68% 0.79% -0.11% $27M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $23M 0.6%
Large Cap 83 $1.1B 26.6%
Mid Cap 86 $1.9B 48.0%
Small Cap 53 $943M 23.8%
Micro Cap 5 $42M 1.1%

Portfolio Analytics

Avg Market Cap
$68.2B
Median Market Cap
$6.5B
Avg P/E
32.9
Median P/E
19.1
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
237
# ETFs / Funds
3

Top Holdings (240 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EME 2.33% 142,103 $92M $649.54 $9M -13,054 -8.4%
2 MLI 2.24% 877,063 $89M $101.11 $13M -70,286 -7.4%
3 MGY 1.79% 2,972,351 $71M $23.87 $3M -41,449 -1.4%
4 NWE 1.74% 1,176,980 $69M $58.61 $10M +31,671 +2.8%
5 OSIS 1.62% 256,622 $64M $249.24 $5M -6,032 -2.3%
6 LYTS 1.53% 2,566,868 $61M $23.61 $17M -25,504 -1.0%
7 GVA 1.53% 552,524 $61M $109.65 $8M -13,491 -2.4%
8 WBS 1.52% 1,015,145 $60M $59.44 $5M +1,212 +0.1%
9 SIMO 1.41% 588,317 $56M $94.81 $11M -9,155 -1.5%
10 AUB 1.38% 1,552,332 $55M $35.29 $6M -20,331 -1.3%
11 TSEM 1.38% 753,345 $54M $72.28 $21M -26,838 -3.4%
12 EHC 1.36% 425,290 $54M $127.02 -$966K -23,103 -5.2%
13 FIX 1.34% 64,484 $53M $825.20 $4M -27,406 -29.8%
14 JAZZ 1.31% 394,341 $52M $131.80 $9M -9,169 -2.3%
15 URBN 1.23% 684,391 $49M $71.43 -$5M -60,418 -8.1%
16 LRN 1.20% 318,585 $47M $148.94 -$6M -46,265 -12.7%
17 SF 1.19% 415,249 $47M $113.47 $4M -3,433 -0.8%
18 WAFD 1.19% 1,549,397 $47M $30.29 $2M +7,424 +0.5%
19 EXEL 1.14% 1,095,246 $45M $41.30 -$4M -20,373 -1.8%
20 SBRA 1.08% 2,303,714 $43M $18.64 $62K -21,627 -0.9%
21 TRST 1.08% 1,180,543 $43M $36.30 $4M +5,915 +0.5%
22 UMBF 1.04% 346,363 $41M $118.35 $5M -646 -0.2%
23 RE 1.03% 116,349 $41M $350.23 $878K -970 -0.8%
24 REX 1.03% 1,330,389 $41M $30.62 $7M +631,857 +90.5%
25 PRGS 1.02% 914,798 $40M $43.93 -$927K +270,773 +42.0%
26 TPR 0.98% 341,696 $39M $113.22 $5M -38,095 -10.0%
27 INVA 0.98% 2,116,365 $39M $18.25 -$3M +57,190 +2.8%
28 PFS 0.97% 1,996,454 $38M $19.28 $4M +17,956 +0.9%
29 ADEA 0.96% 2,261,092 $38M $16.80 $6M -32,645 -1.4%
30 DCOM 0.96% 1,269,651 $38M $29.83 $5M +40,652 +3.3%
31 ORI 0.94% 871,961 $37M $42.47 $2M -38,611 -4.2%
32 FCNCA 0.93% 20,492 $37M $1,789.29 -$14M -5,628 -21.6%
33 EBC 0.88% 1,926,229 $35M $18.15 $6M +35,169 +1.9%
34 MSGS 0.87% 151,039 $34M $227.00 $6M +14,351 +10.5%
35 KBR 0.86% 722,548 $34M $47.29 -$864K -8,229 -1.1%
36 VC 0.86% 283,985 $34M $119.86 $7M -1,208 -0.4%
37 WSM 0.84% 170,489 $33M $195.45 $5M -1,803 -1.1%
38 COLB 0.84% 1,285,186 $33M $25.74 $5M +100,351 +8.5%
39 MKSI 0.83% 265,453 $33M $123.77 $10M +32,272 +13.8%
40 CMC 0.82% 563,755 $32M $57.28 $5M -3,911 -0.7%
41 KBH 0.80% 498,248 $32M $63.64 $5M -1,596 -0.3%
42 ANF 0.80% 369,809 $32M $85.55 $2M +11,281 +3.1%
43 COHU 0.79% 1,541,877 $31M $20.33 $12M +513,111 +49.9%
44 OC 0.79% 220,564 $31M $141.46 $989K +874 +0.4%
45 DOC 0.76% 1,562,754 $30M $19.15 $3M +7,100 +0.5%
46 PRGO 0.75% 1,329,926 $30M $22.27 -$6M +4,700 +0.3%
47 LXP 0.74% 3,247,561 $29M $8.96 $4M +230,392 +7.6%
48 NMRK 0.73% 1,552,269 $29M $18.65 $10M -36,811 -2.3%
49 POR 0.73% 653,960 $29M $44.00 $4M +56,279 +9.4%
50 FRME 0.73% 762,042 $29M $37.70 -$400K +1,491 +0.2%
51 ANGO 0.73% 2,570,506 $29M $11.17 $4M +60,600 +2.4%
52 RRX 0.72% 198,042 $28M $143.44 $4M +32,771 +19.8%
53 UCB 0.71% 900,607 $28M $31.35 $1M +797 +0.1%
54 LDOS 0.71% 149,201 $28M $188.96 $1M -21,775 -12.7%
55 AMWD 0.69% 411,893 $27M $66.76 $7M +20,331 +5.2%
56 OVV 0.69% 677,057 $27M $40.38 $1M -5,120 -0.8%
57 APLE 0.69% 2,273,676 $27M $12.01 $985K +18,124 +0.8%
58 BBT 0.69% 1,148,686 $27M $23.71 $1M +118,857 +11.5%
59 HNI 0.69% 580,843 $27M $46.85 $4M +107,266 +22.6%
60 SIGI 0.68% 332,035 $27M $81.07 -$2M +1,076 +0.3%
61 COHR 0.67% 246,228 $27M $107.72 $4M -7,156 -2.8%
62 ONTO 0.64% 197,009 $25M $129.22 $9M +32,967 +20.1%
63 HSII 0.62% 496,558 $25M $49.77 $2M -1,602 -0.3%
64 VVX 0.61% 413,913 $24M $58.09 $3M -12,669 -3.0%
65 VSH 0.60% 1,553,091 $24M $15.30 -$752K +9,351 +0.6%
66 TMST 0.59% 1,412,074 $23M $16.53 $2M +9,105 +0.7%
67 DK 0.59% 718,335 $23M $32.27 $4M -196,123 -21.4%
68 MCFT 0.58% 1,078,475 $23M $21.46 $3M -2,254 -0.2%
69 ADC 0.58% 325,592 $23M $71.04 -$813K -2,132 -0.7%
70 NX 0.58% 1,608,332 $23M $14.22 -$1M +325,253 +25.4%
71 CW 0.56% 40,683 $22M $542.95 -$28M -62,750 -60.7%
72 HAYW 0.56% 1,457,450 $22M $15.12 $2M -7,038 -0.5%
73 BNL 0.56% 1,230,171 $22M $17.87 $4M +114,035 +10.2%
74 SPHR 0.54% 345,023 $21M $62.12 $7M -6,267 -1.8%
75 ASGN 0.53% 446,021 $21M $47.35 $8M +174,575 +64.3%
76 NOMD 0.52% 1,563,018 $21M $13.15 -$5M +48,530 +3.2%
77 CHDN 0.52% 210,937 $20M $97.01 -$1M -5,003 -2.3%
78 KALU 0.51% 264,001 $20M $77.16 -$608K +1,447 +0.6%
79 OLED 0.51% 140,195 $20M $143.63 -$83K +9,295 +7.1%
80 KRG 0.51% 902,345 $20M $22.30 $2M +98,326 +12.2%
81 HLX 0.50% 3,025,427 $20M $6.56 $907K -9,729 -0.3%
82 LZB 0.50% 575,339 $20M $34.32 -$196K +38,847 +7.2%
83 GEF 0.50% 329,045 $20M $59.76 -$648K +16,511 +5.3%
84 OCFC 0.49% 1,106,970 $19M $17.57 $2M +123,199 +12.5%
85 SPB 0.49% 369,903 $19M $52.53 $169K +6,460 +1.8%
86 SAIC 0.49% 194,327 $19M $99.37 -$3M -1,685 -0.9%
87 SONO 0.48% 1,204,780 $19M $15.80 $6M -805 -0.1%
88 FCBC 0.48% 545,359 $19M $34.80 -$2M +1,635 +0.3%
89 UFCS 0.48% 621,092 $19M $30.42 $2M +17,345 +2.9%
90 AEO 0.45% 1,042,110 $18M $17.11 $7M -37,075 -3.4%
91 PHM 0.44% 132,156 $17M $132.13 $3M -3,424 -2.5%
92 MLR 0.44% 431,426 $17M $40.42 $200K +43,697 +11.3%
93 VLGEA 0.43% 456,090 $17M $37.36 -$599K -2,063 -0.5%
94 GENC 0.43% 1,159,320 $17M $14.63 $460K -19,290 -1.6%
95 INMD 0.43% 1,137,422 $17M $14.90 $1M +46,451 +4.3%
96 SHOO 0.42% 500,684 $17M $33.48 $5M -4,459 -0.9%
97 ESLT 0.42% 32,825 $17M $509.82 $1M -1,180 -3.5%
98 CHCT 0.42% 1,085,204 $17M $15.30 -$940K +30,272 +2.9%
99 UBSI 0.41% 434,509 $16M $37.21 $536K +5,417 +1.3%
100 GPOR 0.40% 86,739 $16M $180.98 +86,739 NEW

New Positions

SymbolValue% Port
GPOR $16M 0.40%
BMRN $581K 0.01%
DAL $352K 0.01%

Sold Out Positions

SymbolValue% Port
CMCSA —%
IJS —%
SCHN —%
View SEC EDGAR Filings for SYSTEMATIC FINANCIAL MANAGEMENT LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms