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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Channing Capital Management, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001172661-26-000746

Total Value
$3.89B
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1MSA SAFETY INCMNESP626,153$100.3M2.58%
2TIMKEN COTKR1,175,661$98.9M2.54%
3AXALTA COATING SYS LTDAXTA3,037,990$98.2M2.52%
4COLUMBIA BKG SYS INC1972361023,331,084$93.1M2.39%
5FIRST AMERN FINL CORP31847R1021,514,345$93.0M2.39%
6BRUNSWICK CORPBC-PC1,244,528$92.4M2.38%
7PARSONS CORP DELPSN1,484,039$91.7M2.36%
8STIFEL FINL CORP860630102728,906$91.3M2.35%
9WINTRUST FINL CORP97650W108651,364$91.1M2.34%
10HERC HLDGS INCHRI613,567$91.0M2.34%
11GATES INDL CORP PLCG391081084,166,611$89.5M2.30%
12VALVOLINE INCVVV3,031,697$88.1M2.27%
13MCGRATH RENTCORPMGRC836,894$87.8M2.26%
14BRINKS COBCO727,261$84.9M2.18%
15MKS INC.MKSI531,179$84.9M2.18%
16ATMUS FILTRATION TECHNOLOGIEATMU1,628,893$84.6M2.17%
17AFFILIATED MANAGERS GROUP INMGRE290,720$83.8M2.16%
18CUSHMAN AND WAKEFIELD LTDG2717C1065,105,717$82.7M2.13%
19ONTO INNOVATION INCONTO518,882$81.9M2.11%
20STAG INDL INC85254J1022,190,828$80.5M2.07%
21HANCOCK WHITNEY CORPORATIONHWCPZ1,260,149$80.2M2.06%
22ARTISAN PARTNERS ASSET MGMT04316A1081,967,732$80.2M2.06%
23LOUISIANA PAC CORPLPX984,593$79.5M2.05%
24COPT DEFENSE PROPERTIESCDP2,850,460$79.2M2.04%
25HEXCEL CORP NEW4282911081,061,434$78.4M2.02%
26RENASANT CORPRNST2,225,536$78.4M2.02%
27LITTELFUSE INCLFUS303,535$76.8M1.97%
28NEXSTAR MEDIA GROUP INCNXST371,920$75.5M1.94%
29EVERCORE INCEVR219,728$74.8M1.92%
30CRANE NXT COCXT1,571,769$74.0M1.90%
31SOUTHWEST GAS HLDGS INCSWX922,053$73.8M1.90%
32MADISON SQUARE GARDEN ENTMT5582561031,361,904$73.4M1.89%
33CALIFORNIA RES CORPCRC1,590,707$71.1M1.83%
34BOYD GAMING CORPBYD799,922$68.2M1.75%
35ONESPAWORLD HOLDINGS LIMITEDOSW3,211,675$66.6M1.71%
36AVIENT CORPORATIONAVNT2,102,982$65.7M1.69%
37ASBURY AUTOMOTIVE GROUP INCABG271,147$63.0M1.62%
38ADVANCED ENERGY INDS007973100297,581$62.3M1.60%
39FORMFACTOR INCFORM1,000,729$55.8M1.44%
40CSW INDUSTRIALS INCCSW150,453$44.2M1.14%
41CENTURI HOLDINGS INCCTRI1,544,123$39.0M1.00%
42INSTALLED BLDG PRODS INC45780R101122,412$31.8M0.82%
43SPX TECHNOLOGIES INCSPXC156,563$31.3M0.81%
44WABTEC92974010879,022$16.9M0.43%
45MOELIS & COMC233,532$16.1M0.41%
46BANK AMERICA CORP060505104245,660$13.5M0.35%
47WELLS FARGO CO NEW949746101143,766$13.4M0.34%
48TEXAS INSTRS INC88250810477,190$13.4M0.34%
49ABBVIE INCABBV57,059$13.0M0.34%
50PHILIP MORRIS INTL INC71817210980,796$13.0M0.33%
51INTEL CORPINTC351,086$13.0M0.33%
52PNC FINL SVCS GROUP INC69347510561,284$12.8M0.33%
53SALESFORCE INCCRM47,989$12.7M0.33%
54ATI INCATI105,319$12.1M0.31%
55AMAZON COM INCAMZN51,719$11.9M0.31%
56GOLDMAN SACHS GROUP INCGSCE13,523$11.9M0.31%
57FTAI AVIATION LTDFTAIN59,325$11.7M0.30%
58STATE STR CORPSTT-PG89,636$11.6M0.30%
59GILEAD SCIENCES INCGILD93,689$11.5M0.30%
60ITT INCITT60,025$10.4M0.27%
61ELEVANCE HEALTH INC FORMERLYELV29,574$10.4M0.27%
62HANOVER INS GROUP INC41086710556,086$10.3M0.26%
63CITIZENS FINL GROUP INCCIA175,369$10.2M0.26%
64SOUTHSTATE BK CORP84472E102107,538$10.1M0.26%
65NIKE INCNKE158,112$10.1M0.26%
66XPO INCXPO73,564$10.0M0.26%
67JONES LANG LASALLE INCJLL29,699$10.0M0.26%
68PACCAR INCPCAR88,893$9.7M0.25%
69NORWEGIAN CRUISE LINE HLDG LNCLH428,394$9.6M0.25%
70SOLARIS ENERGY INFRAS INCSEI205,290$9.4M0.24%
71CARLISLE COS INC14233910029,479$9.4M0.24%
72CARLYLE GROUP INCCGABL159,229$9.4M0.24%
73CRANE COMPANYCR50,180$9.3M0.24%
74SAIA INCSAIA28,330$9.3M0.24%
75LABCORP HOLDINGS INCLH36,840$9.2M0.24%
76ADVANCED DRAIN SYS INC DEL00790R10463,074$9.1M0.23%
77LOWES COS INC54866110736,728$8.9M0.23%
78BOEING COBA-PA40,771$8.9M0.23%
79LKQ CORPLKQ290,745$8.8M0.23%
80LITHIA MTRS INC53679710326,412$8.8M0.23%
81TARGET CORPTGT88,208$8.6M0.22%
82ARAMARKARMK233,357$8.6M0.22%
83MICROCHIP TECHNOLOGY INC.MCHPP132,383$8.4M0.22%
84MARVELL TECHNOLOGY INCMRVL97,488$8.3M0.21%
85PERMIAN RESOURCES CORPPR585,967$8.2M0.21%
86ALPHABET INCGOOG26,116$8.2M0.21%
87EASTGROUP PPTYS INC27727610144,616$7.9M0.20%
88ELANCO ANIMAL HEALTH INCELAN346,926$7.9M0.20%
89ON SEMICONDUCTOR CORPON144,777$7.8M0.20%
90INTERNATIONAL BUSINESS MACHSINTR26,442$7.8M0.20%
91PACKAGING CORP AMER69515610937,818$7.8M0.20%
92TERADYNE INCTER39,920$7.7M0.20%
93BROWN & BROWN INCBRO95,267$7.6M0.20%
94SIX FLAGS ENTERTAINMENT CORPFUN457,262$7.0M0.18%
95COHERENT CORPCOHR37,796$7.0M0.18%
96PINNACLE WEST CAP CORPPNW78,018$6.9M0.18%
97FREEPORT-MCMORAN INCFCX132,807$6.7M0.17%
98ONEMAIN HLDGS INCOMF97,413$6.6M0.17%
99COTERRA ENERGY INCCTRA235,153$6.2M0.16%
100ENTEGRIS INCENTG70,100$5.9M0.15%
101REGAL REXNORD CORPORATIONRRX34,639$4.9M0.13%
102NATIONAL VISION HLDGS INCEYE168,907$4.4M0.11%
103TOPBUILD CORPBLD8,874$3.7M0.10%
104PINNACLE FINL PARTNERS INC72346Q1047,652$730,0770.02%
105HELMERICH & PAYNE INCHP14,718$422,1120.01%
106INTEGER HLDGS CORPITGR2,663$208,8590.01%