Systematic Financial Management Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$4.36B
Q ending 2026-03-31
Prior quarter
$4.24B
Q ending 2025-12-31
Change
+2.8% QoQ · +24.2% YoY
Positions
247
reported holdings

Largest positions

Top 100 of 247 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Tower Semiconductor Ltd NewShares$96.3M549K
Magnolia Oil & Gas Corp Cl AMGYShares$88.8M2.8M
Mueller Indus IncMLIShares$86.9M785K
Emcor Group IncEMEShares$84.5M115K
Jazz Pharmaceuticals PlcShares$77.0M407K
Northwestern Energy Group IncNWEShares$74.6M1.1M
Adeia Inc ComADEAShares$64.5M2.7M
Granite Constr IncGVAShares$63.0M525K
Osi Systems IncOSISShares$58.2M219K
Silicon Motion Tech Corp AdrSIMOShares$56.9M507K
Mks IncMKSIShares$55.6M242K
Piper Sandler CompaniesPIPRShares$55.3M722K
Atlantic Un Bankshares CorpAUBShares$54.8M1.5M
Trustco Bank Corp Ny (New)TRSTShares$51.0M1.2M
Rex American Resources CorpREXShares$50.5M1.1M
Webster Financial Corp.WBSShares$50.4M726K
Madison Square Garden Sports CMSGSShares$49.7M155K
Wafd IncWAFDShares$48.3M1.5M
Innoviva Inc.INVAShares$47.2M2.0M
Madison Square Garden EntertaiMSGEShares$46.8M795K
Lsi Industries Inc OhioLYTSShares$46.6M2.5M
Stifel Financial Corp.SFShares$45.6M617K
Encompass Health CorpEHCShares$43.2M446K
Cohu IncCOHUShares$42.9M1.4M
Ovintiv IncOVVShares$42.8M721K
Urban Outfitters IncURBNShares$42.4M669K
Comfort Systems Usa IncFIXShares$41.6M30K
Sabra Health Care Reit IncSBRAShares$41.4M2.2M
Provident Fin Svc IncPFSShares$41.4M2.0M
Dime Cmnty Bancshares Inc ComDCOMShares$40.9M1.2M
Coherent CorpCOHRShares$40.7M171K
Everest Group LtdShares$39.2M120K
Umb Financial CorpUMBFShares$39.1M346K
Columbia Banking System Inc.COLBShares$36.8M1.3M
Onto Innovation IncONTOShares$36.6M178K
Regal Rexnord Corp.RRXShares$36.3M194K
Eastern Bankshares IncEBCShares$36.1M1.8M
Sphere Entertainment Co Cl ASPHRShares$34.9M297K
Beacon Financial CorpBBTShares$33.8M1.1M
First Merchants CorpFRMEShares$33.4M862K
Portland General Elec CoPORShares$33.2M629K
Tapestry IncTPRShares$32.9M233K
Commercial Metals CoCMCShares$32.4M528K
Abercrombie & Fitch CoANFShares$32.0M350K
Quanex Building Products CorpNXShares$31.9M1.8M
First Citiz Bancshares AFCNCAShares$31.5M17K
Old Republic Intl Corp.ORIShares$31.4M786K
Exelixis IncEXELShares$30.4M709K
Healthpeak Properties IncDOCShares$30.2M1.8M
Williams SonomaWSMShares$30.0M165K
Lxp Industrial TrustLXPShares$29.7M642K
Visteon CorpVCShares$29.4M323K
Kaiser Aluminum CorpKALUShares$29.3M243K
Helix Energy Solutions Group IHLXShares$29.3M3.0M
Stride IncLRNShares$28.9M328K
V2X IncVVXShares$28.9M421K
Angiodynamics IncANGOShares$27.9M2.5M
United Community Banks IncUCBShares$27.7M878K
Delek Us Hldgs IncDKShares$27.5M611K
Vishay Intertechnology IncVSHShares$26.9M1.5M
Kbr IncKBRShares$26.6M723K
Spectrum Brands Hldgs IncSPBShares$26.6M361K
Broadstone Net Lease IncBNLShares$26.4M1.4M
Lsb IndustriesLXUShares$26.0M1.7M
Owens Corning IncOCShares$25.9M240K
Apple Hospitality Reit IncAPLEShares$25.4M2.2M
Newmark Group Inc Cl ANMRKShares$25.4M1.7M
Ocean First Financial CorpOCFCShares$25.0M1.4M
Selective Insurance GroupSIGIShares$24.8M329K
Kb HomeKBHShares$24.4M471K
Noble Corp New AShares$24.1M492K
Agree Realty CorpADCShares$24.1M319K
Leidos Hldgs IncLDOSShares$23.1M148K
United Fire Group IncUFCSShares$22.7M612K
Progress SoftwarePRGSShares$22.7M885K
Metallus IncMTUSShares$22.3M1.4M
First Cmnty Bankshares Inc VaFCBCShares$21.9M528K
Kite Realty Group Trust (Reit)KRGShares$21.7M886K
Mastercraft Boat Hldgs IncMCFTShares$21.6M1.1M
Gulfport Energy CorpGPORShares$21.5M102K
Helmerich & PayneHPShares$21.3M590K
Asgn IncEFORShares$21.1M545K
Miller Ids NewMLRShares$20.3M446K
Greif Bros Corp Cl AGEFShares$20.1M300K
Select Water Solution Inc Cl AWTTRShares$19.8M1.3M
Churchill Downs IncCHDNShares$19.7M220K
Hayward Hldgs IncHAYWShares$19.5M1.5M
Supernus Pharmaceuticals IncSUPNShares$19.4M376K
Seadrill 2021 LtdShares$19.2M422K
Hni Corp.HNIShares$19.1M572K
La Z Boy IncorporatedLZBShares$19.0M592K
Ingles Markets AIMKTAShares$18.8M209K
National Healthcare Corp.NHCShares$18.6M116K
Catalyst Pharmaceuticals IncShares$18.5M748K
Curtiss Wright CorpCWShares$18.1M27K
Smithfield Foods IncSFDShares$17.9M641K
United Bankshares Inc W VaUBSIShares$17.9M432K
Community Healthcare Tr IncCHCTShares$17.9M1.1M
Academy Sports & Outdoors IncASOShares$17.7M313K
Universal Display CorpOLEDShares$17.7M193K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.