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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

Cornerstone Investment Partners, LLC

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001328062-25-000002

Total Value
$2.01B
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1Broadcom LimitedAVGO528,712$122.6M6.09%
2Meta Platforms, Inc.META186,123$109.0M5.42%
3Alphabet Inc. Class AGOOG569,833$107.9M5.36%
4Fiserv Inc.FISV501,195$103.0M5.12%
5VISA Inc.V279,465$88.3M4.39%
6Corpay Inc.CPAY235,513$79.7M3.96%
7Cencora Inc.COR344,011$77.3M3.84%
8Chubb LimitedCB279,067$77.1M3.83%
9HCA Healthcare, Inc.HCA241,163$72.4M3.60%
10SS&C Technologies Hldgs Inc.SSNC947,475$71.8M3.57%
11Microsoft CorporationMSFT164,768$69.4M3.45%
12American Express Co.AXP228,960$68.0M3.38%
13UnitedHealth Group, Inc.UNH133,652$67.6M3.36%
14Micron Technology IncMU761,045$64.0M3.18%
15AutoZone Inc.AZO19,403$62.1M3.09%
16The Travelers CompaniesTRV245,195$59.1M2.94%
17Elevance Health, Inc.ELV152,210$56.2M2.79%
18Apollo Global Management, LLC03769M106322,604$53.3M2.65%
19McKesson CorpMCK87,790$50.0M2.49%
20Take-Two Interactive SoftwareTTWO256,504$47.2M2.35%
21Diamondback Energy, Inc.FANG269,856$44.2M2.20%
22JPMorgan Chase & CoVYLD180,669$43.3M2.15%
23United Rentals Inc.URI60,658$42.7M2.12%
24KLA CorporationKLAC67,547$42.6M2.12%
25Norfolk Southern Corp655844108179,943$42.2M2.10%
26Vanguard Total Bd Mkt ETF921937835537,951$38.7M1.92%
27Electronic Arts Inc.EA247,311$36.2M1.80%
28Applied Materials Inc.038222105214,983$35.0M1.74%
29United Parcel Service Inc.UPS263,915$33.3M1.65%
30Dollar General Corp.256677105428,383$32.5M1.61%
31Vanguard Short-Term Bond921937827325,809$25.2M1.25%
32SPDR Barclays 1-3 Month T-Bill78468R663194,124$17.7M0.88%
33CSX CorporationCSX63,941$2.1M0.10%
34SPDR S&P 500 ETF TrustSPY3,382$2.0M0.10%
35iShares S&P Natl AMT-Fr Mun46428841410,570$1.1M0.06%
36Ciena CorporationCIEN12,973$1.1M0.05%
37Evercore Partners, Inc.EVR3,819$1.1M0.05%
38US Foods HoldingUSFD13,823$932,5000.05%
39API Group Corp.APG25,822$928,8170.05%
40TransUnionTRU10,005$927,5640.05%
41EMCOR Group Inc.EME1,809$821,1050.04%
42CACI International, Inc.1271903042,017$814,9890.04%
43Comfort Systems USA1999081041,911$810,3790.04%
44WEX Inc.WEX4,572$801,5630.04%
45Qualcomm Inc.QCOM4,946$759,8050.04%
46Moelis & CompanyMC10,154$750,1780.04%
47Permian Resources Corp.PR50,943$732,5600.04%
48Stifel Financial Corp8606301026,742$715,1910.04%
49Walker & Dunlop, Inc.WD6,983$678,8170.03%
50Skechers U.S.A. Inc.83056610510,023$673,9470.03%
51TriNet Group, Inc.TNET7,327$665,0720.03%
52Onto Innovation Inc.ONTO3,663$610,5120.03%
53Euronet Worldwide IncEEFT5,868$603,4650.03%
54Ryan Specialty Holdings, IncRYAN9,311$597,3940.03%
55Dorman Products, Inc.2582781004,583$593,7280.03%
56Primoris Services Corporation74164F1037,738$591,1830.03%
57W. R. Berkley CorporationWRB-PH10,042$587,6580.03%
58Lumentum Holdings Inc.LITE6,868$576,5690.03%
59Affiliated Managers GroupMGRE3,111$575,2860.03%
60Molina Healthcare, Inc.MOH1,940$564,6370.03%
61InterDigital, Inc.IDCC2,859$553,8450.03%
62Cactus, Inc.WHD9,235$538,9550.03%
63Match Group, Inc.MTCH15,889$519,7290.03%
64MKS Instruments Inc.MKSI4,954$517,1480.03%
65Verra Mobility CorporationVRRM20,818$503,3790.03%
66Hasbro Inc.HAS8,998$503,0780.03%
67Nexstar Media Group, Inc. Cl ANXST3,171$500,9230.02%
68Five Below, Inc.FIVE4,732$496,6710.02%
69Powell Industries Inc.7391281062,200$487,6300.02%
70Churchill Downs IncorporatedCHDN3,629$484,6170.02%
71Alamo Group Inc.ALG2,606$484,4810.02%
72Beacon Roofing Supply, Inc.0736851094,730$480,4730.02%
73SkyWest Inc.SKYW4,797$480,3240.02%
74Bath & Body Works, Inc.BBWI12,248$474,8550.02%
75Viper Energy Partners LPVNOM9,656$473,8200.02%
76BJ'S WHOLESALE CLUB HOLDINGS05550J1015,262$470,1600.02%
77Alight Inc.ALIT67,673$468,2970.02%
78iShares S&P Sh Tm Nat AMT-Free4642881584,429$467,1710.02%
79LKQ CorporationLKQ12,368$454,5240.02%
80Warrior Met Coal, LlcHCC8,335$452,0900.02%
81Teradyne Inc.TER3,558$448,0230.02%
82StoneX Group Inc.SNEX4,560$446,7430.02%
83Sapiens InternationalG7T16G10315,403$413,8790.02%
84Kinsale Capital Group, Inc.49714P108871$405,1280.02%
85Texas Roadhouse Inc.TXRH2,159$389,5480.02%
86Veeco Instruments Inc.92241710014,441$387,0190.02%
87Navigator Holdings Ltd.NVGS25,035$384,2870.02%
88Stride, Inc.LRN3,572$371,2380.02%
89Rush Street Interactive, Inc. Class ARSI27,028$370,8240.02%
90Albertsons Companies, Inc. Class A01309110318,409$361,5530.02%
91Charles River Laboratories International, Inc.1598641071,940$358,1240.02%
92Green Brick Partners, Inc.GRBK-PA6,126$346,0580.02%
93National Storage Affiliates TrustNSA-PB9,058$343,3890.02%
94Alkami Technology IncALKT9,130$334,8880.02%
95Tri Pointe Group, Inc.TPH9,191$333,2660.02%
96Shake Shack Inc. Class ASHAK2,525$327,7450.02%
97Curtiss-Wright Corp.CW918$325,7710.02%
98United Natural Foods Inc.UNTCW11,904$325,0980.02%
99Amphastar Pharmaceuticals, IncAMPH8,730$324,1450.02%
100Hawkins IncHWKN2,618$321,1500.02%
101Expedia, Inc.EXPE1,707$318,0650.02%
102GCM Grosvenor, Inc. Class AGCMG24,252$297,5720.01%
103Teleflex IncorporatedTFX1,665$296,3370.01%
104Matson, Inc.MATX2,192$295,5690.01%
105Vail Resorts, Inc.MTN1,551$290,7350.01%
106Urban Outfitters IncURBN5,272$289,3270.01%
107Ulta Beauty, Inc.ULTA665$289,2280.01%
108Veracyte IncVCYT7,238$286,6250.01%
109Service Corporation International8175651043,587$286,3140.01%
110Byrna Technologies IncBYRN9,892$284,9890.01%
111Old Republic International Corporation6802231047,830$283,3680.01%
112Cal-Maine Foods Inc.CALM2,749$282,9270.01%
113Colliers International Group1946931072,080$282,8180.01%
114Golar LNG LtdGLNG6,657$281,7240.01%
115Universal Technical Institute, Inc.UTI10,955$281,6530.01%
116OneSpan Inc.OSPN15,078$279,5460.01%
117Ollie's Bargain Outlet Holding6811161092,540$278,7140.01%
118OneSpaWorld Holdings Ltd.OSW13,914$276,8890.01%
119Upwork Inc.UPWK16,884$276,0530.01%
120Arlo Technologies Inc.ARLO24,520$274,3790.01%
121OppFi, Inc.OPFI-WT35,701$273,4700.01%
122Perimeter SolutionsPRM21,168$270,5270.01%
123Paymentus Holdings, Inc Class APAY8,277$270,4100.01%
124Vital Farms, Inc.VITL7,145$269,2950.01%
125Funko, Inc. Class AFNKO19,862$265,9520.01%
126Bruker CorporationBRKRP4,534$265,7830.01%
127RPM International Inc.7496851032,148$264,3330.01%
128Driven Brands Holdings, Inc.DRVN16,129$260,3220.01%
129Beazer Homes USABZH9,417$258,5910.01%
130TTM Technologies, Inc.TTMI10,414$257,7470.01%
131Allegiant Travel CompanyALGT2,700$254,1240.01%
132Gigacloud TechnologyGCT13,679$253,3350.01%
133Mercury General Corp.5894001003,802$252,7570.01%
134Grid Dynamics Holdings, Inc.GDYN11,348$252,3800.01%
135Perdoceo Education CorporationPRDO9,520$251,9940.01%
136Blackbaud, Inc.BLKB3,393$250,8110.01%
137Kornit Digital Ltd.KRNT8,089$250,3550.01%
138CarGurus, Inc.CARG6,848$250,2260.01%
139LeMaitre Vascular, Inc.LMAT2,711$249,7920.01%
140Fastly IncFSLY26,403$249,2440.01%
141Chemed CorporationCHE470$249,0060.01%
142Itron, Inc.ITRI2,292$248,8650.01%
143Herc Holdings, Inc.HRI1,312$248,4010.01%
144ICF International, Inc.44925C1032,082$248,1950.01%
145Weave Communications, Inc.WEAV15,565$247,7950.01%
146IMAX CorporationIMAX9,670$247,5520.01%
147Criteo S.A. ADSCRTO6,179$244,4410.01%
148M/I Homes, Inc.MHO1,803$239,7090.01%
149Hims & Hers Health, Inc. Class AHIMS9,908$239,5750.01%
150Ambarella, Inc.AMBA3,278$238,4420.01%
151NetGear IncNTGR8,485$236,4770.01%
152Climb Global Solutions, Inc.CLMB1,858$235,5020.01%
153American Healthcare REIT, Inc.AHR8,281$235,3460.01%
154Interface, Inc.TILE9,534$232,1530.01%
155JinkoSolar Holding Co., Ltd. Sponsored ADRJKS9,273$230,8980.01%
156ArcBest CorporationARCB2,452$228,8210.01%
157Northwest Pipe Co.NWPX4,724$227,9800.01%
158Greenbrier Companies, Inc.3936571013,722$227,0050.01%
159Mueller Water Products, Inc. Class A62475810810,073$226,6430.01%
160Vimeo, Inc. Common Stock92719V10035,407$226,6050.01%
161Agilysys, Inc.AGYS1,718$226,2780.01%
162Clearwater Paper CorpCLW7,598$226,1920.01%
163G-III Apparel Group, Ltd.GIII6,877$224,3280.01%
164Univest Financial CorporationUVSP7,595$224,1280.01%
165Payoneer Global Inc.PAYO22,252$223,4100.01%
166Mission Produce, Inc.AVO15,520$223,0220.01%
167MoneyLion Inc Class A60938K3042,576$221,5620.01%
168Atmus Filtration Technologies, Inc.ATMU5,653$221,4850.01%
169Option Care Health IncOPCH9,544$221,4210.01%
170Apogee Enterprises Inc.APOG3,089$220,5850.01%
171Americas Car-Mart Inc.03062T1054,288$219,7600.01%
172Udemy, Inc. Common StockUDMY26,615$219,0410.01%
173Revolve Group, LLC.RVLV6,521$218,3880.01%
174Calix, Inc.CALX6,257$218,1820.01%
175Esquire Financial Holdings, Inc.29667J1012,741$217,9100.01%
176SkyWater Technology IncSKYT15,789$217,8880.01%
177Intapp, Inc.INTA3,397$217,7140.01%
178Signet Jewelers LimitedSIG2,687$216,8680.01%
179Axogen, Inc.AXGN13,100$215,8880.01%
180Carlisle Companies Incorporated142339100585$215,7710.01%
181CEVA IncCEVA6,807$214,7610.01%
182Atour Lifestyle HoldingsATAT7,925$213,1030.01%
183Ligand PharmaceuticalsLGNZZ1,984$212,5860.01%
184Five9, Inc.FIVN5,225$212,3440.01%
185Sun Country Airlines Holdings, Inc.86668310514,446$210,6230.01%
186MiMedx Group, Inc.MDXG21,792$209,6390.01%
187RLJ Lodging TrustRLJ-PA20,502$209,3250.01%
188Graham CorporationGHM4,705$209,2310.01%
189Protagonist Therapeutics, Inc.PTGX5,416$209,0580.01%
190Insight Enterprises, Inc.NSIT1,371$208,5290.01%
191Teekay Tankers cl ATNK5,234$208,2610.01%
192QuinStreet, Inc.QNST8,942$206,2920.01%
193OSI Systems, Inc.OSIS1,232$206,2740.01%
194Willdan Group, Inc.WLDN5,397$205,5720.01%
195Entrada TherapeuticsTRDA11,889$205,5610.01%
196TAL Education Group ADSTAL20,481$205,2200.01%
197SiTime CorporationSITM955$204,8760.01%
198Cytek Biosciences, Inc. CommonCTKB31,411$203,8570.01%
199Zoominfo Technologies IncGTM19,376$203,6420.01%
200Alkermes plcALKS7,058$202,9880.01%
201Builders FirstSource, Inc.BLDR1,420$202,9610.01%
202Tower Semiconductor LtdTSEM3,934$202,6400.01%
203Grand Canyon Education, IncLOPE1,234$202,1290.01%
204CTO Realty Growth, Inc.22948Q10110,222$201,4760.01%
205Shenandoah Telecomm Co.SHEN15,958$201,2300.01%
206Scorpio Tankers Inc.STNG4,049$201,1950.01%
207Ichor Holdings, Ltd.ICHR6,228$200,6660.01%
208Corrections Corp of AmericaCXW9,216$200,3560.01%
209Inspire Medical Systems, Inc.4577301091,079$200,0250.01%
210Sportradar Group AgSRAD11,487$199,1850.01%
211Freshworks Inc. Class A CommonFRSH12,226$197,6940.01%
212Opera Limited Sponsored ADROPRA10,414$197,2410.01%
213UMH Properties, Inc.90300210310,419$196,7110.01%
214Farmland Partners Inc.FPI16,268$191,3120.01%
215Honest Company, Inc.HNST27,057$187,5050.01%
216Integral Ad Science Holding Corp45828L10817,941$187,3040.01%
217MannKind CorporationMNKD29,124$187,2670.01%
218Yext, Inc.YEXT29,291$186,2910.01%
219NeoGenomics, Inc.NEO11,265$185,6470.01%
220P.A.M. TransportationPAMT11,214$183,6850.01%
221Verus Residential, Inc.VRE11,040$183,5950.01%
222Avepoint, IncAVPT10,981$181,2960.01%
223Renew Energy Global Class ARNWWW26,382$180,1890.01%
224Under Armour, Inc. Cl AUA21,746$180,0570.01%
225Dynavax Technologies Corp26815820114,069$179,6610.01%
226ACM Research, Inc. Class A00108J10911,878$179,3580.01%
227Hillman Solutions Corp.HLMN16,939$164,9860.01%
228First Foundation, Inc.32026V10426,157$162,4350.01%
229Organogenesis Holdings Inc.ORGO50,502$161,6060.01%
230Dingdong (Cayman) Ltd. Sponsored ADRDDL48,892$160,3660.01%
231SunCoke Energy, Inc.SXC14,711$157,4080.01%
232Healthcare Services Group42190610813,129$152,4930.01%
233Adecoagro S.A.AGRO15,260$143,9020.01%
234Steelcase Inc. Class A85815520312,148$143,5890.01%
235AvidXchange Holdings, Inc.05368X10213,729$141,9580.01%
236CHROMADEX CORPNAGE26,604$141,1340.01%
237Lands' End, Inc.LE10,501$137,9830.01%
238Kronos Worldwide, Inc.KRO13,418$130,8260.01%
239Ambac Financial Group Inc.OSG10,323$130,5860.01%
240VTEX Class AVTEX21,155$124,6030.01%
241Coursera IncCOUR13,102$111,3670.01%
242N-able, Inc.NABL11,844$110,6230.01%
243Smith & Wesson Brands, Inc.SWBI10,620$107,3150.01%
244Angi Inc Class AANGI60,060$99,7000.00%
245Legalzoom.com, Inc.LZ13,258$99,5680.00%