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

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$31.8B
+4.6%
Holdings
515
+42
New Purchases
50
Added To
132
Closed
56
Reduced
272
Top 10 Concentration
27.9%
Turnover
20.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRM 1.52% 0.00% +1.52% $485M
WDAY 4.42% 3.12% +1.30% $1.4B
UNH 1.53% 0.71% +0.82% $488M
FI 0.80% 0.00% +0.80% $254M
APA 2.73% 2.17% +0.56% $868M
WBD 1.13% 0.74% +0.38% $358M
FTV 0.57% 0.21% +0.36% $182M
USB 1.76% 1.48% +0.28% $561M
CTSH 0.55% 0.28% +0.28% $177M
WK 0.28% 0.00% +0.28% $88M
ANTM 2.08% 1.81% +0.26% $661M
GEHC 1.99% 1.75% +0.24% $633M
OLN 1.00% 0.79% +0.20% $317M
SJM 0.18% 0.00% +0.18% $56M
AIG 2.53% 2.36% +0.17% $806M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COF 0.00% 0.74% -0.74% $0
WFC 1.80% 2.38% -0.58% $572M
CVS 0.68% 1.26% -0.57% $217M
VIAC 0.00% 0.48% -0.48% $0
C 2.57% 3.03% -0.47% $817M
FIS 0.67% 1.11% -0.44% $213M
CMCSA 2.06% 2.46% -0.40% $656M
WPP 0.80% 1.17% -0.36% $255M
MSFT 0.09% 0.45% -0.36% $27M
GS 0.05% 0.35% -0.31% $14M
HIG 0.58% 0.89% -0.30% $185M
CI 0.42% 0.66% -0.25% $133M
D 1.96% 2.18% -0.21% $626M
CRBG 0.69% 0.90% -0.21% $220M
ERIC 2.50% 2.70% -0.20% $797M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $3.3B 10.3%
Large Cap 89 $22.2B 69.8%
Mid Cap 207 $4.6B 14.5%
Small Cap 182 $1.6B 5.1%
Micro Cap 23 $109M 0.3%

Portfolio Analytics

Avg Market Cap
$37.7B
Median Market Cap
$2.9B
Avg P/E
23.8
Median P/E
16.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
513
# ETFs / Funds
2

Top Holdings (515 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FFIV 4.91% 4,835,512 $1.6B $323.19 $24M -393,688 -7.5%
2 WDAY 4.42% 5,842,491 $1.4B $240.73 $456M +1,882,391 +47.5%
3 APA 2.73% 35,761,477 $868M $24.28 $209M -281,115 -0.8%
4 C 2.57% 8,052,198 $817M $101.50 -$106M -2,794,500 -25.8%
5 AIG 2.53% 10,256,290 $806M $78.54 $86M +1,846,979 +22.0%
6 ERIC 2.50% 96,378,011 $797M $8.27 -$26M -651,156 -0.7%
7 GM 2.10% 10,977,062 $669M $60.97 $41M -1,795,604 -14.1%
8 ANTM 2.08% 2,045,480 $661M $323.12 $109M +627,038 +44.2%
9 CMCSA 2.06% 20,874,997 $656M $31.42 -$92M -79,000 -0.4%
10 GEHC 1.99% 8,432,374 $633M $75.10 $100M +1,232,828 +17.1%
11 D 1.96% 10,226,550 $626M $61.17 -$37M -1,499,316 -12.8%
12 WFC 1.80% 6,828,303 $572M $83.82 -$152M -2,213,026 -24.5%
13 USB 1.76% 11,598,572 $561M $48.33 $110M +1,631,550 +16.4%
14 MDT 1.74% 5,821,987 $554M $95.24 $37M -109,934 -1.9%
15 CMI 1.68% 1,266,364 $535M $422.37 $33M -266,374 -17.4%
16 STT 1.66% 4,544,585 $527M $116.01 $864K -405,132 -8.2%
17 FDX 1.66% 2,235,689 $527M $235.81 $47M +123,190 +5.8%
18 NOV 1.65% 39,746,441 $527M $13.25 $31M -167,831 -0.4%
19 MGA 1.61% 10,828,985 $513M $47.38 $33M -1,612,861 -13.0%
20 GOOGL 1.56% 2,043,219 $497M $243.10 $65M -408,653 -16.7%
21 UNH 1.53% 1,412,895 $488M $345.30 $271M +718,525 +103.5%
22 CRM 1.52% 2,045,787 $485M $237.00 +2,045,787 NEW
23 SHEL 1.43% 6,369,862 $456M $71.53 $4M -42,266 -0.7%
24 OMC 1.31% 5,120,191 $417M $81.53 $46M -42,970 -0.8%
25 PPG 1.30% 3,946,145 $415M $105.11 $27M +535,095 +15.7%
26 SLB 1.29% 11,990,652 $412M $34.37 $48M +1,221,000 +11.3%
27 KHC 1.25% 15,334,232 $399M $26.04 $1M -77,874 -0.5%
28 CFG 1.24% 7,406,935 $394M $53.16 $12M -1,116,780 -13.1%
29 BKR 1.13% 7,367,943 $359M $48.72 $28M -1,276,926 -14.8%
30 WBD 1.13% 18,344,401 $358M $19.53 $133M -1,327,200 -6.8%
31 HUM 1.11% 1,362,424 $354M $260.17 $15M -26,022 -1.9%
32 OVV 1.10% 8,671,734 $350M $40.38 $14M -171,921 -1.9%
33 HCA 1.03% 766,437 $327M $426.20 $26M -18,170 -2.3%
34 PCAR 1.02% 3,315,838 $326M $98.32 $7M -39,330 -1.2%
35 OLN 1.00% 12,690,488 $317M $24.99 $75M +661,730 +5.5%
36 PPL 0.92% 7,914,114 $294M $37.16 -$40M -1,952,431 -19.8%
37 CNHI 0.89% 26,070,783 $283M $10.85 -$5M +3,841,999 +17.3%
38 TEL 0.86% 1,251,567 $275M $219.53 $5M -345,516 -21.6%
39 BAC 0.86% 5,314,236 $274M $51.59 $7M -322,710 -5.7%
40 WPP 0.80% 10,186,191 $255M $25.05 -$100M +47,289 +0.5%
41 FI 0.80% 1,966,790 $254M $128.93 +1,966,790 NEW
42 SWK 0.72% 3,103,941 $231M $74.33 $38M +255,295 +9.0%
43 NSC 0.72% 764,463 $230M $300.41 $20M -54,160 -6.6%
44 STZ 0.70% 1,664,151 $224M $134.67 $11M +351,241 +26.8%
45 TFC 0.69% 4,817,579 $220M $45.72 $10M -74,210 -1.5%
46 CRBG 0.69% 6,862,767 $220M $32.05 -$53M -833,090 -10.8%
47 CVS 0.68% 2,880,247 $217M $75.39 -$165M -2,662,997 -48.0%
48 FIS 0.67% 3,227,588 $213M $65.94 -$125M -917,204 -22.1%
49 GSK 0.62% 4,602,201 $199M $43.16 $24M +45,580 +1.0%
50 COP 0.62% 2,076,989 $196M $94.59 $12M +16,469 +0.8%
51 HIG 0.58% 1,388,662 $185M $133.39 -$84M -735,257 -34.6%
52 GD 0.58% 538,977 $184M $341.00 $23M -12,635 -2.3%
53 FTV 0.57% 3,719,200 $182M $48.99 $119M +2,502,300 +205.6%
54 BA 0.57% 841,197 $182M $215.83 $3M -12,250 -1.4%
55 CTSH 0.55% 2,631,890 $177M $67.07 $92M +1,554,648 +144.3%
56 FCNCA 0.54% 95,707 $171M $1,789.16 -$19M -1,623 -1.7%
57 UL 0.53% 2,846,474 $169M $59.28 -$5M -1,625 -0.1%
58 UHAL-B 0.51% 3,184,488 $162M $50.90 $29M +735,179 +30.0%
59 ZBH 0.50% 1,610,361 $159M $98.50 $10M -18,826 -1.2%
60 MUR 0.46% 5,148,009 $146M $28.41 $27M -160,953 -3.0%
61 FLR 0.46% 3,474,382 $146M $42.07 -$41M -167,315 -4.6%
62 LAD 0.42% 426,120 $135M $316.00 -$4M +14,781 +3.6%
63 CI 0.42% 460,010 $133M $288.25 -$69M -150,435 -24.6%
64 TKR 0.41% 1,728,050 $130M $75.18 -$5M -137,447 -7.4%
65 SOLV 0.41% 1,776,048 $130M $73.00 -$7M -27,996 -1.6%
66 STGW 0.37% 21,034,577 $118M $5.63 $28M +920,431 +4.6%
67 CNC 0.37% 3,307,963 $118M $35.68 -$27M +644,088 +24.2%
68 CAG 0.35% 6,119,230 $112M $18.31 -$11M +126,327 +2.1%
69 LH 0.34% 376,856 $108M $287.06 $7M -7,130 -1.9%
70 AVT 0.33% 2,011,676 $105M $52.28 $4M +101,873 +5.3%
71 SLM 0.31% 3,608,526 $100M $27.68 $24M +1,287,050 +55.4%
72 RTX 0.31% 587,671 $98M $167.33 $11M -9,020 -1.5%
73 BWA 0.31% 2,219,505 $98M $43.96 $6M -529,374 -19.3%
74 BPOP 0.30% 749,872 $95M $127.01 -$14M -243,895 -24.5%
75 DE 0.29% 199,830 $91M $457.26 -$12M -2,970 -1.5%
76 BUD 0.28% 1,511,840 $90M $59.61 $6M +281,400 +22.9%
77 WK 0.28% 1,025,660 $88M $86.08 +1,025,660 NEW
78 EEFT 0.27% 974,860 $86M $87.81 -$8M +47,153 +5.1%
79 ECVT 0.24% 8,852,152 $78M $8.76 -$15M -2,366,643 -21.1%
80 SNY 0.24% 1,601,307 $76M $47.20 -$30M -576,398 -26.5%
81 FHB 0.24% 3,038,923 $75M $24.83 -$2M -71,983 -2.3%
82 VAC 0.22% 1,035,104 $69M $66.56 -$9M -46,256 -4.3%
83 HII 0.21% 236,318 $68M $287.91 $8M -10,502 -4.2%
84 ADNT 0.19% 2,566,680 $62M $24.08 -$1M -684,880 -21.1%
85 JLL 0.19% 201,347 $60M $298.28 -$47M -215,425 -51.7%
86 LEA 0.18% 564,999 $57M $100.61 -$2M -52,667 -8.5%
87 DOX 0.18% 691,306 $57M $82.05 -$6M +5,942 +0.9%
88 SJM 0.18% 513,220 $56M $108.60 +513,220 NEW
89 LIVN 0.17% 1,061,166 $56M $52.38 $3M -98,014 -8.5%
90 WEX 0.17% 346,822 $55M $157.53 -$2M -38,296 -9.9%
91 SF 0.17% 463,559 $53M $113.47 $3M -11,000 -2.3%
92 BCO 0.15% 417,476 $49M $116.86 $9M -26,757 -6.0%
93 OGE 0.14% 951,449 $44M $46.27 $5M +78,205 +9.0%
94 RUSHA 0.13% 785,998 $42M $53.47 $7M +105,450 +15.5%
95 NTB 0.13% 945,370 $41M $42.92 -$2M -20,000 -2.1%
96 AVA 0.11% 922,141 $35M $37.81 $1M +37,112 +4.2%
97 KOS 0.11% 20,995,501 $35M $1.66 -$2M -215,173 -1.0%
98 ASGN 0.11% 714,863 $34M $47.35 $50K +37,940 +5.6%
99 MAN 0.09% 788,330 $30M $37.90 -$7M -120,526 -13.3%
100 BTEGF 0.09% 12,566,332 $29M $2.34 $6M -733,178 -5.5%

Options Breakdown

0 Calls $0 Call Value 4 Puts $115M Put Value

Top Puts

SymbolSharesValueStatus
QQQ 98,000 $59M NEW
UPS 565,000 $47M NEW
DLR 45,000 $8M NEW
MTUM 6,500 $2M

New Positions

SymbolValue% Port
CRM $485M 1.52%
FI $254M 0.80%
WK $88M 0.28%
SJM $56M 0.18%
REYN $14M 0.04%
NJR $13M 0.04%
KALU $13M 0.04%
FLS $13M 0.04%
FUL $12M 0.04%
FBHS $12M 0.04%
SM $12M 0.04%
RHI $12M 0.04%
AXTA $12M 0.04%
LNTH $11M 0.04%
DEI $11M 0.04%

Sold Out Positions

SymbolValue% Port
AAP —%
GLW —%
SLGN —%
WU —%
SSTK —%
PRLB —%
BDC —%
BRC —%
SWX —%
EVR —%
FHN —%
JELD —%
ALX —%
MCY —%
CVSA —%
View SEC EDGAR Filings for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC →

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