— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SYSTEMATIC FINANCIAL MANAGEMENT LP

Q4 2025 · Filed 2026-02-09
Market Value
$4.0B
+2.2%
Holdings
248
+8
New Purchases
11
Added To
92
Closed
7
Reduced
106
Top 10 Concentration
17.2%
Turnover
7.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSEM 1.89% 1.38% +0.51% $76M
BMRN 0.37% 0.01% +0.36% $15M
JAZZ 1.67% 1.31% +0.35% $67M
FBHS 0.35% 0.00% +0.35% $14M
COHR 1.01% 0.67% +0.34% $41M
ANF 1.12% 0.80% +0.32% $45M
FLS 0.27% 0.00% +0.27% $11M
ADEA 1.23% 0.96% +0.27% $50M
MHO 0.25% 0.00% +0.25% $10M
KALU 0.73% 0.51% +0.22% $30M
MKSI 1.05% 0.83% +0.22% $42M
AEO 0.66% 0.45% +0.21% $27M
SPHR 0.72% 0.54% +0.18% $29M
CENX 0.16% 0.00% +0.16% $7M
MSGS 1.00% 0.87% +0.13% $40M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LXP 0.00% 0.74% -0.74% $0
LRN 0.53% 1.20% -0.67% $21M
HSII 0.00% 0.62% -0.62% $0
EME 1.93% 2.33% -0.40% $78M
LYTS 1.16% 1.53% -0.37% $47M
PRGO 0.43% 0.75% -0.31% $18M
TPR 0.76% 0.98% -0.22% $31M
FIX 1.13% 1.34% -0.21% $46M
EHC 1.16% 1.36% -0.21% $47M
MGY 1.59% 1.79% -0.20% $64M
VC 0.67% 0.86% -0.19% $27M
AMWD 0.54% 0.69% -0.15% $22M
OSIS 1.47% 1.62% -0.15% $59M
KBR 0.72% 0.86% -0.14% $29M
CCRN 0.11% 0.25% -0.14% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $24M 0.6%
Large Cap 84 $1.1B 27.4%
Mid Cap 91 $2.0B 48.7%
Small Cap 55 $906M 22.4%
Micro Cap 5 $36M 0.9%

Portfolio Analytics

Avg Market Cap
$66.1B
Median Market Cap
$6.4B
Avg P/E
33.2
Median P/E
19.1
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
246
# ETFs / Funds
2

Top Holdings (248 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MLI 2.32% 819,150 $94M $114.80 $5M -57,913 -6.6%
2 EME 1.93% 127,809 $78M $611.79 -$14M -14,294 -10.1%
3 TSEM 1.89% 650,788 $76M $117.42 $22M -102,557 -13.6%
4 NWE 1.85% 1,159,753 $75M $64.54 $6M -17,227 -1.5%
5 JAZZ 1.67% 396,877 $67M $170.00 $15M +2,536 +0.6%
6 MGY 1.59% 2,938,904 $64M $21.89 -$7M -33,447 -1.1%
7 WBS 1.58% 1,017,797 $64M $62.94 $4M +2,652 +0.3%
8 GVA 1.53% 535,889 $62M $115.35 $1M -16,635 -3.0%
9 OSIS 1.47% 233,252 $59M $255.06 -$4M -23,370 -9.1%
10 AUB 1.35% 1,544,002 $55M $35.30 -$278K -8,330 -0.5%
11 SIMO 1.33% 582,826 $54M $92.70 -$2M -5,491 -0.9%
12 SF 1.28% 413,675 $52M $125.22 $5M -1,574 -0.4%
13 URBN 1.24% 669,331 $50M $75.26 $1M -15,060 -2.2%
14 WAFD 1.23% 1,557,436 $50M $32.03 $3M +8,039 +0.5%
15 ADEA 1.23% 2,891,131 $50M $17.25 $12M +630,039 +27.9%
16 TRST 1.20% 1,172,842 $48M $41.33 $6M -7,701 -0.7%
17 LYTS 1.16% 2,553,953 $47M $18.32 -$14M -12,915 -0.5%
18 EHC 1.16% 440,752 $47M $106.14 -$7M +15,462 +3.6%
19 FIX 1.13% 49,050 $46M $933.32 -$7M -15,434 -23.9%
20 ANF 1.12% 358,672 $45M $125.87 $14M -11,137 -3.0%
21 EXEL 1.07% 987,310 $43M $43.83 -$2M -107,936 -9.8%
22 MKSI 1.05% 264,741 $42M $159.80 $9M -712 -0.3%
23 INVA 1.04% 2,114,529 $42M $19.99 $4M -1,836 -0.1%
24 SBRA 1.04% 2,212,509 $42M $18.94 -$1M -91,205 -4.0%
25 COHR 1.01% 222,338 $41M $184.57 $15M -23,890 -9.7%
26 MSGS 1.00% 156,489 $40M $258.65 $6M +5,450 +3.6%
27 UMBF 0.98% 345,835 $40M $115.04 -$1M -528 -0.1%
28 RE 0.97% 116,148 $39M $339.35 -$1M -201 -0.2%
29 PFS 0.96% 1,974,889 $39M $19.75 $512K -21,565 -1.1%
30 PRGS 0.96% 904,918 $39M $42.96 -$1M -9,880 -1.1%
31 REX 0.95% 1,187,317 $38M $32.32 -$2M -143,072 -10.8%
32 CMC 0.94% 548,320 $38M $69.22 $6M -15,435 -2.7%
33 FCNCA 0.93% 17,581 $38M $2,146.34 $1M -2,911 -14.2%
34 DCOM 0.93% 1,245,286 $37M $30.09 -$403K -24,365 -1.9%
35 ORI 0.91% 807,191 $37M $45.64 -$192K -64,770 -7.4%
36 COLB 0.89% 1,289,461 $36M $27.95 $3M +4,275 +0.3%
37 COHU 0.89% 1,541,082 $36M $23.27 $5M -795 -0.1%
38 EBC 0.87% 1,902,771 $35M $18.43 $107K -23,458 -1.2%
39 ANGO 0.79% 2,504,864 $32M $12.84 $3M -65,642 -2.5%
40 ONTO 0.77% 196,798 $31M $157.86 $6M -211 -0.1%
41 POR 0.76% 642,626 $31M $47.99 $2M -11,334 -1.7%
42 TPR 0.76% 241,147 $31M $127.77 -$8M -100,549 -29.4%
43 BBT 0.74% 1,140,629 $30M $26.37 $3M -8,057 -0.7%
44 WSM 0.74% 167,847 $30M $178.59 -$3M -2,642 -1.6%
45 KALU 0.73% 258,210 $30M $114.86 $9M -5,791 -2.2%
46 FRME 0.72% 778,328 $29M $37.48 $443K +16,286 +2.1%
47 KBR 0.72% 725,008 $29M $40.20 -$5M +2,460 +0.3%
48 SPHR 0.72% 306,434 $29M $95.08 $8M -38,589 -11.2%
49 OVV 0.71% 738,330 $29M $39.19 $2M +61,273 +9.1%
50 UCB 0.69% 900,279 $28M $31.22 -$127K -328 -0.0%
51 RRX 0.69% 198,564 $28M $140.32 -$545K +522 +0.3%
52 KBH 0.68% 486,571 $27M $56.41 -$4M -11,677 -2.3%
53 SIGI 0.68% 327,847 $27M $83.67 $513K -4,188 -1.3%
54 OC 0.68% 244,437 $27M $111.91 -$4M +23,873 +10.8%
55 NX 0.67% 1,773,756 $27M $15.38 $4M +165,424 +10.3%
56 NMRK 0.67% 1,571,507 $27M $17.34 -$2M +19,238 +1.2%
57 VC 0.67% 284,558 $27M $95.10 -$7M +573 +0.2%
58 LDOS 0.67% 149,605 $27M $180.40 -$1M +404 +0.3%
59 APLE 0.66% 2,262,702 $27M $11.85 -$494K -10,974 -0.5%
60 DOC 0.66% 1,667,139 $27M $16.08 -$3M +104,385 +6.7%
61 AEO 0.66% 1,010,004 $27M $26.37 $9M -32,106 -3.1%
62 BNL 0.63% 1,467,385 $25M $17.37 $4M +237,214 +19.3%
63 HNI 0.61% 583,266 $25M $42.04 -$3M +2,423 +0.4%
64 TMST 0.59% 1,390,072 $24M $17.16 $512K -22,002 -1.6%
65 CHDN 0.58% 206,591 $24M $113.78 $3M -4,346 -2.1%
66 ADC 0.58% 325,747 $23M $72.03 $334K +155 +0.1%
67 VVX 0.58% 429,002 $23M $54.55 -$642K +15,089 +3.6%
68 ASGN 0.58% 484,427 $23M $48.17 $2M +38,406 +8.6%
69 OLED 0.57% 196,515 $23M $116.78 $3M +56,320 +40.2%
70 HAYW 0.56% 1,468,446 $23M $15.45 $651K +10,996 +0.8%
71 UFCS 0.55% 613,873 $22M $36.35 $3M -7,219 -1.2%
72 VSH 0.55% 1,538,795 $22M $14.49 -$1M -14,296 -0.9%
73 AMWD 0.54% 407,653 $22M $53.90 -$6M -4,240 -1.0%
74 SPB 0.54% 370,288 $22M $59.08 $2M +385 +0.1%
75 KRG 0.54% 911,766 $22M $23.97 $2M +9,421 +1.0%
76 OCFC 0.53% 1,202,031 $22M $17.95 $2M +95,061 +8.6%
77 GEF 0.53% 317,491 $21M $67.70 $2M -11,554 -3.5%
78 LRN 0.53% 329,365 $21M $64.93 -$26M +10,780 +3.4%
79 LZB 0.52% 565,831 $21M $37.27 $1M -9,508 -1.6%
80 SONO 0.51% 1,180,099 $21M $17.56 $2M -24,681 -2.0%
81 CSR 0.50% 305,533 $20M $66.72 $5M +50,350 +19.7%
82 MCFT 0.50% 1,065,616 $20M $18.91 -$3M -12,859 -1.2%
83 NOMD 0.50% 1,603,822 $20M $12.51 -$490K +40,804 +2.6%
84 SAIC 0.49% 197,796 $20M $100.66 $600K +3,469 +1.8%
85 GPOR 0.47% 92,048 $19M $207.99 $3M +5,309 +6.1%
86 SHOO 0.47% 454,612 $19M $41.64 $2M -46,072 -9.2%
87 HLX 0.46% 2,997,142 $19M $6.27 -$1M -28,285 -0.9%
88 DK 0.46% 628,274 $19M $29.66 -$5M -90,061 -12.5%
89 CHCT 0.46% 1,123,736 $18M $16.42 $2M +38,532 +3.5%
90 FCBC 0.45% 536,635 $18M $33.73 -$878K -8,724 -1.6%
91 DOOO 0.44% 249,741 $18M $70.76 $2M -1,352 -0.5%
92 PRGO 0.43% 1,260,959 $18M $13.92 -$12M -68,967 -5.2%
93 EHAB 0.43% 1,902,539 $18M $9.22 $2M -35,504 -1.8%
94 HP 0.43% 610,264 $18M $28.68 $4M -14,140 -2.3%
95 ESLT 0.43% 30,113 $17M $577.73 $662K -2,712 -8.3%
96 CW 0.42% 30,641 $17M $551.30 -$5M -10,042 -24.7%
97 CPRX 0.42% 723,242 $17M $23.34 $3M +37,578 +5.5%
98 UBSI 0.41% 435,530 $17M $38.40 $556K +1,021 +0.2%
99 MLR 0.41% 440,596 $16M $37.37 -$973K +9,170 +2.1%
100 NHC 0.40% 118,751 $16M $137.09 $2M -1,154 -1.0%

New Positions

SymbolValue% Port
FBHS $14M 0.35%
FLS $11M 0.27%
MHO $10M 0.25%
CENX $7M 0.16%
UTZ $3M 0.07%
ALGN $749K 0.02%
CBRL $573K 0.01%
LITE $369K 0.01%
CERT $317K 0.01%
SFNC $66K —%
VOYA $37K —%

Sold Out Positions

SymbolValue% Port
MX —%
LXP —%
HUN —%
CF —%
SLB —%
DOX —%
HSII —%
View SEC EDGAR Filings for SYSTEMATIC FINANCIAL MANAGEMENT LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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