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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

Ceredex Value Advisors LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001738726-26-000002

Total Value
$3.33B
Positions
428
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (428)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG96,751$30.4M0.91%
2JPMORGAN CHASE & CO.VYLD88,923$28.7M0.86%
3KEYCORP4932671081,307,640$27.0M0.81%
4MOODYS CORPMCO52,353$26.7M0.80%
5JABIL INCJBL116,762$26.6M0.80%
6NOKIA CORPNOKBF4,106,066$26.6M0.80%
7SOUTHSTATE BK CORP84472E102279,800$26.3M0.79%
8GALLAGHER ARTHUR J & CO36357610998,507$25.5M0.77%
9ALLY FINL INC02005N100555,100$25.1M0.76%
10AAON INCAAON329,550$25.1M0.76%
11EASTGROUP PPTYS INC277276101140,600$25.0M0.75%
12BIO-TECHNE CORPTECH413,956$24.3M0.73%
13CARPENTER TECHNOLOGY CORPCRS76,997$24.2M0.73%
14EVERCORE INCEVR70,850$24.1M0.72%
15ROCKWELL AUTOMATION INCROK61,772$24.0M0.72%
16HEXCEL CORP NEW428291108322,800$23.9M0.72%
17TERADYNE INCTER122,300$23.7M0.71%
18SOLARIS ENERGY INFRAS INCSEI511,600$23.5M0.71%
19WESTERN DIGITAL CORPWDC130,450$22.5M0.68%
20VERTIV HOLDINGS COVRT135,803$22.0M0.66%
21CRANE COMPANYCR118,450$21.8M0.66%
22EMCOR GROUP INCEME35,475$21.7M0.65%
23MOTOROLA SOLUTIONS INCMSI55,775$21.4M0.64%
24CAMECO CORPCCJ233,150$21.3M0.64%
25EQUINIX INCEQIX27,375$21.0M0.63%
26KEYCORP4932671081,011,783$20.9M0.63%
27CORNING INCGLW238,300$20.9M0.63%
28DOVER CORPDOV106,450$20.8M0.62%
29CME GROUP INCCME76,050$20.8M0.62%
30CITIZENS FINL GROUP INCCIA354,900$20.7M0.62%
31HERC HLDGS INCHRI137,000$20.3M0.61%
32STIFEL FINL CORP860630102162,200$20.3M0.61%
33THERMO FISHER SCIENTIFIC INCTMO34,823$20.2M0.61%
34WOODWARD INCWWD65,900$19.9M0.60%
35ENTERGY CORP NEWENO212,900$19.7M0.59%
36TE CONNECTIVITY PLCTEL86,150$19.6M0.59%
37REGENERON PHARMACEUTICALSREGN25,350$19.6M0.59%
38INTERNATIONAL PAPER CO460146103491,789$19.4M0.58%
39TD SYNNEX CORPORATIONSNX127,550$19.2M0.58%
40MOODYS CORPMCO37,436$19.1M0.57%
41CHEVRON CORP NEWCVX124,794$19.0M0.57%
42AMEREN CORPAEE189,336$18.9M0.57%
43STARBUCKS CORPSBUX222,370$18.7M0.56%
44JABIL INCJBL81,875$18.7M0.56%
45PPL CORPPPLC533,064$18.7M0.56%
46EQUITY LIFESTYLE PPTYS INC29472R108306,667$18.6M0.56%
47V F CORPVFC1,024,400$18.5M0.56%
48MKS INC.MKSI114,600$18.3M0.55%
49APOLLO GLOBAL MGMT INC03769M106125,937$18.2M0.55%
50LINCOLN ELEC HLDGS INC53390010676,050$18.2M0.55%
51EQT CORPEQT339,600$18.2M0.55%
52KNIGHT-SWIFT TRANSN HLDGS IN499049104347,238$18.2M0.55%
53CENTERPOINT ENERGY INCCNP471,500$18.1M0.54%
54PROGRESSIVE CORP74331510379,072$18.0M0.54%
55QUANTA SVCS INC74762E10242,600$18.0M0.54%
56NOKIA CORPNOKBF2,775,033$18.0M0.54%
57AGILENT TECHNOLOGIES INCA131,750$17.9M0.54%
58WASTE MGMT INC DEL94106L10981,100$17.8M0.54%
59VENTAS INCVTR228,050$17.6M0.53%
60GILDAN ACTIVEWEAR INCGIL280,800$17.5M0.53%
61DIAMONDBACK ENERGY INCFANG116,600$17.5M0.53%
62MERCK & CO INCMRK166,220$17.5M0.53%
63SLB LIMITEDSLB450,561$17.3M0.52%
64DELTA AIR LINES INC DELDAL248,350$17.2M0.52%
65JOHNSON CTLS INTL PLCG51502105142,731$17.1M0.51%
66NISOURCE INCNI405,500$16.9M0.51%
67FERGUSON ENTERPRISES INCFERG76,050$16.9M0.51%
68UNION PAC CORPUNP72,827$16.8M0.51%
69MONDELEZ INTL INC609207105311,656$16.8M0.50%
70CAPITAL ONE FINL CORP14040H10567,759$16.4M0.49%
71CHURCH & DWIGHT CO INCCHD192,939$16.2M0.49%
72BLACKROCK INCBLK14,968$16.0M0.48%
73VULCAN MATLS CO92916010955,750$15.9M0.48%
74AMERICAN WTR WKS CO INC NEW030420103121,700$15.9M0.48%
75UNITED RENTALS INCURI19,603$15.9M0.48%
76TECHNIPFMC PLCFTI354,800$15.8M0.48%
77MACYS INC55616P104716,400$15.8M0.47%
78RAYMOND JAMES FINL INC75473010998,034$15.7M0.47%
79INGERSOLL RAND INCIR198,582$15.7M0.47%
80HOME DEPOT INCHD45,442$15.6M0.47%
81WESTERN DIGITAL CORPWDC90,136$15.5M0.47%
82FLOWSERVE CORPFLS221,529$15.4M0.46%
83KNIGHT-SWIFT TRANSN HLDGS IN499049104293,049$15.3M0.46%
84ACADEMY SPORTS & OUTDOORS INASO306,000$15.3M0.46%
85GALLAGHER ARTHUR J & CO36357610958,838$15.2M0.46%
86EXPAND ENERGY CORPORATIONEXE133,810$14.8M0.44%
87CARPENTER TECHNOLOGY CORPCRS46,761$14.7M0.44%
88BIO-TECHNE CORPTECH248,800$14.6M0.44%
89YUM BRANDS INCYUM96,300$14.6M0.44%
90META PLATFORMS INCMETA22,033$14.5M0.44%
91ROCKWELL AUTOMATION INCROK37,348$14.5M0.44%
92GARMIN LTDGRMN71,000$14.4M0.43%
93BOOZ ALLEN HAMILTON HLDG CORBAH169,595$14.3M0.43%
94TERADYNE INCTER69,786$13.5M0.41%
95VERTIV HOLDINGS COVRT79,975$13.0M0.39%
96DOMINOS PIZZA INCDPZ30,424$12.7M0.38%
97ROSS STORES INCROST67,900$12.2M0.37%
98TARGET CORPTGT124,504$12.2M0.37%
99SALESFORCE INCCRM44,540$11.8M0.35%
100MOSAIC CO NEWMOS489,637$11.8M0.35%
101APOLLO GLOBAL MGMT INC03769M10681,440$11.8M0.35%
102QNITY ELECTRONICS INCQ143,376$11.7M0.35%
103WESTLAKE CORPORATIONWLK157,650$11.7M0.35%
104BECTON DICKINSON & COBDX59,595$11.6M0.35%
105SOUTHSTATE BK CORP84472E102122,750$11.6M0.35%
106BEST BUY INCBBY172,350$11.5M0.35%
107AAON INCAAON150,200$11.5M0.34%
108HUMANA INCHUM43,658$11.2M0.34%
109ALPHABET INCGOOG35,577$11.2M0.34%
110ALLY FINL INC02005N100245,500$11.1M0.33%
111LENNAR CORPLEN-B106,005$10.9M0.33%
112JPMORGAN CHASE & CO.VYLD32,569$10.5M0.32%
113SOLARIS ENERGY INFRAS INCSEI224,901$10.3M0.31%
114HEXCEL CORP NEW428291108139,375$10.3M0.31%
115SOMNIGROUP INTERNATIONAL INCSGI111,550$10.0M0.30%
116BROWN FORMAN CORPBF-B378,853$9.9M0.30%
117EASTGROUP PPTYS INC27727610151,525$9.2M0.28%
118HERC HLDGS INCHRI61,025$9.1M0.27%
119UMB FINL CORP90278810877,175$8.9M0.27%
120ELEMENT SOLUTIONS INCESI344,700$8.6M0.26%
121MKS INC.MKSI53,535$8.6M0.26%
122CRANE COMPANYCR46,100$8.5M0.26%
123WINTRUST FINL CORP97650W10860,500$8.5M0.25%
124COLUMBIA BKG SYS INC197236102293,150$8.2M0.25%
125ORACLE CORPORCL-PD41,660$8.1M0.24%
126BRUKER CORPBRKRP172,200$8.1M0.24%
127TD SYNNEX CORPORATIONSNX53,650$8.1M0.24%
128F N B CORP302520101466,000$8.0M0.24%
129ADVANCED ENERGY INDS00797310037,900$7.9M0.24%
130IDACORP INCIDA62,075$7.9M0.24%
131GLACIER BANCORP INC NEWGBCI177,200$7.8M0.23%
132BELDEN INCBDC66,900$7.8M0.23%
133EVERCORE INCEVR22,860$7.8M0.23%
134SEACOAST BKG CORP FLASE245,900$7.7M0.23%
135CULLEN FROST BANKERS INCCFR-PB60,900$7.7M0.23%
136ACADEMY SPORTS & OUTDOORS INASO153,900$7.7M0.23%
137POWER INTEGRATIONS INCPOWI216,100$7.7M0.23%
138OGE ENERGY CORPOGE179,850$7.7M0.23%
139PROSPERITY BANCSHARES INCPB109,750$7.6M0.23%
140NVENT ELECTRIC PLCNVT72,600$7.4M0.22%
141LITTELFUSE INCLFUS29,225$7.4M0.22%
142FIRST MERCHANTS CORPFRMEP197,100$7.4M0.22%
143GILDAN ACTIVEWEAR INCGIL118,250$7.4M0.22%
144THERMO FISHER SCIENTIFIC INCTMO12,632$7.3M0.22%
145AMKOR TECHNOLOGY INCAMKR182,350$7.2M0.22%
146V F CORPVFC394,800$7.1M0.21%
147CHEVRON CORP NEWCVX46,702$7.1M0.21%
148INTERNATIONAL PAPER CO460146103180,608$7.1M0.21%
149RALLIANT CORPRAL138,750$7.1M0.21%
150PINNACLE WEST CAP CORPPNW79,300$7.0M0.21%
151AMEREN CORPAEE69,566$6.9M0.21%
152MATADOR RES COMTDR163,250$6.9M0.21%
153DT MIDSTREAM INCDTM57,650$6.9M0.21%
154EQUITY LIFESTYLE PPTYS INC29472R108113,024$6.9M0.21%
155STARBUCKS CORPSBUX81,015$6.8M0.21%
156PPL CORPPPLC194,551$6.8M0.20%
157NOV INCNOV435,250$6.8M0.20%
158PRIMORIS SVCS CORP74164F10354,550$6.8M0.20%
159SCOTTS MIRACLE-GRO COSMG115,000$6.7M0.20%
160NBT BANCORP INCNBTB160,950$6.7M0.20%
161PROGRESSIVE CORP74331510328,734$6.5M0.20%
162RANGE RES CORPRRC184,750$6.5M0.20%
163ESCO TECHNOLOGIES INCESE33,250$6.5M0.20%
164REGAL REXNORD CORPORATIONRRX46,175$6.5M0.19%
165WESCO INTL INC95082P10526,475$6.5M0.19%
166MERCK & CO INCMRK61,308$6.5M0.19%
167JOHNSON CTLS INTL PLCG5150210552,597$6.3M0.19%
168VALMONT INDS INC92025310115,650$6.3M0.19%
169SLB LIMITEDSLB163,583$6.3M0.19%
170UNION PAC CORPUNP26,828$6.2M0.19%
171MONDELEZ INTL INC609207105114,223$6.1M0.18%
172VOYA FINANCIAL INCVOYA-PB82,250$6.1M0.18%
173CAPITAL ONE FINL CORP14040H10525,271$6.1M0.18%
174ESAB CORPORATIONESAB54,250$6.1M0.18%
175BRIXMOR PPTY GROUP INC11120U105231,000$6.1M0.18%
176RAYMOND JAMES FINL INC75473010937,513$6.0M0.18%
177CHURCH & DWIGHT CO INCCHD71,116$6.0M0.18%
178AGREE RLTY CORP00849210082,500$5.9M0.18%
179UMB FINL CORP90278810851,450$5.9M0.18%
180INGERSOLL RAND INCIR74,401$5.9M0.18%
181BLACKROCK INCBLK5,482$5.9M0.18%
182UNITED RENTALS INCURI7,131$5.8M0.17%
183ELEMENT SOLUTIONS INCESI229,000$5.7M0.17%
184HOME DEPOT INCHD16,458$5.7M0.17%
185FLOWSERVE CORPFLS81,414$5.6M0.17%
186WINTRUST FINL CORP97650W10840,300$5.6M0.17%
187TIMKEN COTKR66,700$5.6M0.17%
188TORO COTORO69,950$5.5M0.17%
189COLUMBIA BKG SYS INC197236102196,750$5.5M0.17%
190EXPAND ENERGY CORPORATIONEXE49,683$5.5M0.16%
191MACYS INC55616P104247,550$5.5M0.16%
192BRUKER CORPBRKRP115,250$5.4M0.16%
193CONCENTRA GROUP HOLDINGS PARCON273,700$5.4M0.16%
194F N B CORP302520101310,550$5.3M0.16%
195BOOZ ALLEN HAMILTON HLDG CORBAH62,771$5.3M0.16%
196META PLATFORMS INCMETA8,009$5.3M0.16%
197ADVANCED ENERGY INDS00797310025,250$5.3M0.16%
198FULLER H B COFUL88,800$5.3M0.16%
199IDACORP INCIDA41,650$5.3M0.16%
200OGE ENERGY CORPOGE122,100$5.2M0.16%
201BELDEN INCBDC44,700$5.2M0.16%
202GLACIER BANCORP INC NEWGBCI118,100$5.2M0.16%
203SEACOAST BKG CORP FLASE165,050$5.2M0.16%
204CULLEN FROST BANKERS INCCFR-PB40,650$5.1M0.15%
205POWER INTEGRATIONS INCPOWI143,600$5.1M0.15%
206RYAN SPECIALTY HOLDINGS INCRYAN98,700$5.1M0.15%
207TENNANT COTNC69,050$5.1M0.15%
208PROSPERITY BANCSHARES INCPB73,300$5.1M0.15%
209HUDBAY MINERALS INCHBM250,550$5.0M0.15%
210LOUISIANA PAC CORPLPX61,250$4.9M0.15%
211LITTELFUSE INCLFUS19,500$4.9M0.15%
212AXIS CAP HLDGS LTDG0692U10946,050$4.9M0.15%
213PERELLA WEINBERG PARTNERSPWP284,900$4.9M0.15%
214FIRST MERCHANTS CORPFRMEP131,350$4.9M0.15%
215COLLIERS INTL GROUP INC19469310733,475$4.9M0.15%
216MERITAGE HOMES CORPMTH74,750$4.9M0.15%
217NVENT ELECTRIC PLCNVT48,000$4.9M0.15%
218HELIOS TECHNOLOGIES INCHLIO91,200$4.9M0.15%
219AUTOLIV INCALV40,925$4.9M0.15%
220SCHNEIDER NATIONAL INCSNDR182,850$4.9M0.15%
221AMKOR TECHNOLOGY INCAMKR121,900$4.8M0.14%
222RALLIANT CORPRAL93,050$4.7M0.14%
223VAIL RESORTS INCMTN35,475$4.7M0.14%
224PINNACLE WEST CAP CORPPNW52,900$4.7M0.14%
225SLB LIMITEDSLB122,150$4.7M0.14%
226DOMINOS PIZZA INCDPZ11,233$4.7M0.14%
227SIMPSON MFG INC82907310528,750$4.6M0.14%
228MATADOR RES COMTDR108,950$4.6M0.14%
229DT MIDSTREAM INCDTM38,550$4.6M0.14%
230NOV INCNOV290,900$4.5M0.14%
231MSC INDL DIRECT INC55353010653,950$4.5M0.14%
232PRIMORIS SVCS CORP74164F10336,350$4.5M0.14%
233NBT BANCORP INCNBTB107,700$4.5M0.13%
234TARGET CORPTGT45,716$4.5M0.13%
235SCOTTS MIRACLE-GRO COSMG76,150$4.4M0.13%
236REYNOLDS CONSUMER PRODS INC76171L106192,500$4.4M0.13%
237MOSAIC CO NEWMOS181,903$4.4M0.13%
238RANGE RES CORPRRC123,350$4.3M0.13%
239SALESFORCE INCCRM16,413$4.3M0.13%
240ESCO TECHNOLOGIES INCESE22,200$4.3M0.13%
241WESCO INTL INC95082P10517,700$4.3M0.13%
242WESTLAKE CORPORATIONWLK58,146$4.3M0.13%
243BECTON DICKINSON & COBDX22,140$4.3M0.13%
244REGAL REXNORD CORPORATIONRRX30,550$4.3M0.13%
245QNITY ELECTRONICS INCQ52,490$4.3M0.13%
246VALMONT INDS INC92025310110,450$4.2M0.13%
247VOYA FINANCIAL INCVOYA-PB54,900$4.1M0.12%
248HUMANA INCHUM15,912$4.1M0.12%
249ESAB CORPORATIONESAB36,350$4.1M0.12%
250LENNAR CORPLEN-B39,381$4.0M0.12%
251BRIXMOR PPTY GROUP INC11120U105154,000$4.0M0.12%
252AGREE RLTY CORP00849210054,900$4.0M0.12%
253MADDEN STEVEN LTD55626910893,700$3.9M0.12%
254UMB FINL CORP90278810833,550$3.9M0.12%
255ALPHABET INCGOOG12,237$3.8M0.12%
256AAON INCAAON50,000$3.8M0.11%
257SOUTHSTATE BK CORP84472E10240,300$3.8M0.11%
258JPMORGAN CHASE & CO.VYLD11,679$3.8M0.11%
259ELEMENT SOLUTIONS INCESI150,000$3.7M0.11%
260TIMKEN COTKR44,500$3.7M0.11%
261MURPHY USA INCMUSA9,275$3.7M0.11%
262BROWN FORMAN CORPBF-B141,774$3.7M0.11%
263TORO COTORO46,850$3.7M0.11%
264WINTRUST FINL CORP97650W10826,250$3.7M0.11%
265ALLY FINL INC02005N10080,300$3.6M0.11%
266CONCENTRA GROUP HOLDINGS PARCON182,700$3.6M0.11%
267COLUMBIA BKG SYS INC197236102127,200$3.6M0.11%
268BRUKER CORPBRKRP75,450$3.6M0.11%
269FULLER H B COFUL59,650$3.5M0.11%
270SOLARIS ENERGY INFRAS INCSEI76,400$3.5M0.11%
271F N B CORP302520101202,150$3.5M0.10%
272ADVANCED ENERGY INDS00797310016,500$3.5M0.10%
273BELDEN INCBDC29,250$3.4M0.10%
274IDACORP INCIDA26,900$3.4M0.10%
275RYAN SPECIALTY HOLDINGS INCRYAN65,800$3.4M0.10%
276GLACIER BANCORP INC NEWGBCI76,900$3.4M0.10%
277TENNANT COTNC45,700$3.4M0.10%
278OGE ENERGY CORPOGE78,750$3.4M0.10%
279HEXCEL CORP NEW42829110845,450$3.4M0.10%
280SEACOAST BKG CORP FLASE106,700$3.4M0.10%
281CULLEN FROST BANKERS INCCFR-PB26,400$3.3M0.10%
282POWER INTEGRATIONS INCPOWI93,950$3.3M0.10%
283LOUISIANA PAC CORPLPX41,050$3.3M0.10%
284HUDBAY MINERALS INCHBM167,000$3.3M0.10%
285PROSPERITY BANCSHARES INCPB47,700$3.3M0.10%
286PERELLA WEINBERG PARTNERSPWP190,450$3.3M0.10%
287MERITAGE HOMES CORPMTH49,850$3.3M0.10%
288COLLIERS INTL GROUP INC19469310722,300$3.3M0.10%
289HELIOS TECHNOLOGIES INCHLIO60,900$3.3M0.10%
290AUTOLIV INCALV27,400$3.3M0.10%
291AXIS CAP HLDGS LTDG0692U10930,350$3.3M0.10%
292SCHNEIDER NATIONAL INCSNDR122,150$3.2M0.10%
293NVENT ELECTRIC PLCNVT31,600$3.2M0.10%
294LITTELFUSE INCLFUS12,700$3.2M0.10%
295FIRST MERCHANTS CORPFRMEP85,500$3.2M0.10%
296AMKOR TECHNOLOGY INCAMKR80,100$3.2M0.10%
297VAIL RESORTS INCMTN23,600$3.1M0.09%
298SIMPSON MFG INC82907310519,200$3.1M0.09%
299EMCOR GROUP INCEME5,025$3.1M0.09%
300RALLIANT CORPRAL60,200$3.1M0.09%
301PINNACLE WEST CAP CORPPNW34,450$3.1M0.09%
302MATADOR RES COMTDR71,450$3.0M0.09%
303MSC INDL DIRECT INC55353010636,050$3.0M0.09%
304DT MIDSTREAM INCDTM25,250$3.0M0.09%
305ORACLE CORPORCL-PD15,370$3.0M0.09%
306NOV INCNOV191,100$3.0M0.09%
307HERC HLDGS INCHRI20,100$3.0M0.09%
308PRIMORIS SVCS CORP74164F10323,900$3.0M0.09%
309REYNOLDS CONSUMER PRODS INC76171L106129,100$3.0M0.09%
310CAMECO CORPCCJ32,200$2.9M0.09%
311CITIZENS FINL GROUP INCCIA50,400$2.9M0.09%
312MKS INC.MKSI18,400$2.9M0.09%
313MOTOROLA SOLUTIONS INCMSI7,600$2.9M0.09%
314EQUINIX INCEQIX3,800$2.9M0.09%
315SCOTTS MIRACLE-GRO COSMG49,700$2.9M0.09%
316NBT BANCORP INCNBTB69,600$2.9M0.09%
317CME GROUP INCCME10,500$2.9M0.09%
318DOVER CORPDOV14,650$2.9M0.09%
319RANGE RES CORPRRC80,850$2.9M0.09%
320STIFEL FINL CORP86063010222,650$2.8M0.09%
321ESCO TECHNOLOGIES INCESE14,400$2.8M0.08%
322REGAL REXNORD CORPORATIONRRX20,000$2.8M0.08%
323EASTGROUP PPTYS INC27727610115,700$2.8M0.08%
324WESCO INTL INC95082P10511,350$2.8M0.08%
325VALMONT INDS INC9202531016,900$2.8M0.08%
326WOODWARD INCWWD9,150$2.8M0.08%
327THERMO FISHER SCIENTIFIC INCTMO4,703$2.7M0.08%
328CRANE COMPANYCR14,450$2.7M0.08%
329VOYA FINANCIAL INCVOYA-PB35,750$2.7M0.08%
330ESAB CORPORATIONESAB23,800$2.7M0.08%
331ACADEMY SPORTS & OUTDOORS INASO52,900$2.6M0.08%
332BRIXMOR PPTY GROUP INC11120U105100,350$2.6M0.08%
333EQUITY LIFESTYLE PPTYS INC29472R10843,311$2.6M0.08%
334MADDEN STEVEN LTD55626910862,100$2.6M0.08%
335TD SYNNEX CORPORATIONSNX17,200$2.6M0.08%
336CORNING INCGLW28,995$2.5M0.08%
337AGREE RLTY CORP00849210035,100$2.5M0.08%
338AGILENT TECHNOLOGIES INCA18,550$2.5M0.08%
339MURPHY USA INCMUSA6,250$2.5M0.08%
340LINCOLN ELEC HLDGS INC53390010610,500$2.5M0.08%
341VENTAS INCVTR32,400$2.5M0.08%
342WASTE MGMT INC DEL94106L10911,400$2.5M0.08%
343DIAMONDBACK ENERGY INCFANG16,550$2.5M0.07%
344EQT CORPEQT46,100$2.5M0.07%
345REGENERON PHARMACEUTICALSREGN3,199$2.5M0.07%
346FLOWSERVE CORPFLS35,490$2.5M0.07%
347CENTERPOINT ENERGY INCCNP64,050$2.5M0.07%
348TIMKEN COTKR29,000$2.4M0.07%
349KEYCORP493267108117,940$2.4M0.07%
350TE CONNECTIVITY PLCTEL10,694$2.4M0.07%
351INTERNATIONAL PAPER CO46014610361,452$2.4M0.07%
352TORO COTORO30,700$2.4M0.07%
353STARBUCKS CORPSBUX28,490$2.4M0.07%
354FERGUSON ENTERPRISES INCFERG10,625$2.4M0.07%
355GILDAN ACTIVEWEAR INCGIL37,850$2.4M0.07%
356NISOURCE INCNI56,550$2.4M0.07%
357ENTERGY CORP NEWENO25,506$2.4M0.07%
358CONCENTRA GROUP HOLDINGS PARCON119,700$2.4M0.07%
359JOHNSON CTLS INTL PLCG5150210519,400$2.3M0.07%
360QUANTA SVCS INC74762E1025,417$2.3M0.07%
361FULLER H B COFUL38,400$2.3M0.07%
362PROGRESSIVE CORP7433151039,987$2.3M0.07%
363EVERCORE INCEVR6,600$2.2M0.07%
364RYAN SPECIALTY HOLDINGS INCRYAN43,350$2.2M0.07%
365UNION PAC CORPUNP9,670$2.2M0.07%
366AMERICAN WTR WKS CO INC NEW03042010317,100$2.2M0.07%
367V F CORPVFC122,800$2.2M0.07%
368MERCK & CO INCMRK21,081$2.2M0.07%
369VULCAN MATLS CO9291601097,725$2.2M0.07%
370HUDBAY MINERALS INCHBM110,000$2.2M0.07%
371CHURCH & DWIGHT CO INCCHD25,973$2.2M0.07%
372DELTA AIR LINES INC DELDAL31,198$2.2M0.07%
373MERITAGE HOMES CORPMTH32,900$2.2M0.07%
374LOUISIANA PAC CORPLPX26,800$2.2M0.07%
375TENNANT COTNC29,250$2.2M0.06%
376PERELLA WEINBERG PARTNERSPWP124,300$2.2M0.06%
377AXIS CAP HLDGS LTDG0692U10920,000$2.1M0.06%
378CAPITAL ONE FINL CORP14040H1058,826$2.1M0.06%
379COLLIERS INTL GROUP INC19469310714,550$2.1M0.06%
380TECHNIPFMC PLCFTI48,000$2.1M0.06%
381SCHNEIDER NATIONAL INCSNDR80,400$2.1M0.06%
382AUTOLIV INCALV17,900$2.1M0.06%
383HELIOS TECHNOLOGIES INCHLIO39,700$2.1M0.06%
384MONDELEZ INTL INC60920710539,171$2.1M0.06%
385AMERICAN TOWER CORP NEW03027X10011,996$2.1M0.06%
386MOODYS CORPMCO4,094$2.1M0.06%
387HOME DEPOT INCHD6,038$2.1M0.06%
388GARMIN LTDGRMN10,175$2.1M0.06%
389VAIL RESORTS INCMTN15,300$2.0M0.06%
390SIMPSON MFG INC82907310512,550$2.0M0.06%
391RAYMOND JAMES FINL INC75473010912,618$2.0M0.06%
392BLACKROCK INCBLK1,880$2.0M0.06%
393YUM BRANDS INCYUM13,300$2.0M0.06%
394INGERSOLL RAND INCIR25,264$2.0M0.06%
395UNITED RENTALS INCURI2,471$2.0M0.06%
396MSC INDL DIRECT INC55353010623,650$2.0M0.06%
397JABIL INCJBL8,708$2.0M0.06%
398REYNOLDS CONSUMER PRODS INC76171L10683,450$1.9M0.06%
399NOKIA CORPNOKBF293,912$1.9M0.06%
400META PLATFORMS INCMETA2,760$1.8M0.05%
401BOOZ ALLEN HAMILTON HLDG CORBAH21,588$1.8M0.05%
402MADDEN STEVEN LTD55626910840,700$1.7M0.05%
403WESTERN DIGITAL CORPWDC9,833$1.7M0.05%
404KNIGHT-SWIFT TRANSN HLDGS IN49904910432,242$1.7M0.05%
405MURPHY USA INCMUSA4,050$1.6M0.05%
406BEST BUY INCBBY24,400$1.6M0.05%
407WALMART INCWMT14,459$1.6M0.05%
408DOMINOS PIZZA INCDPZ3,862$1.6M0.05%
409ROCKWELL AUTOMATION INCROK4,117$1.6M0.05%
410BECTON DICKINSON & COBDX8,157$1.6M0.05%
411MACYS INC55616P10471,000$1.6M0.05%
412GALLAGHER ARTHUR J & CO3635761095,972$1.5M0.05%
413TARGET CORPTGT15,642$1.5M0.05%
414ROSS STORES INCROST8,387$1.5M0.05%
415BIO-TECHNE CORPTECH25,565$1.5M0.05%
416CARPENTER TECHNOLOGY CORPCRS4,772$1.5M0.05%
417MOSAIC CO NEWMOS62,011$1.5M0.04%
418SALESFORCE INCCRM5,594$1.5M0.04%
419QNITY ELECTRONICS INCQ18,001$1.5M0.04%
420WESTLAKE CORPORATIONWLK19,822$1.5M0.04%
421HUMANA INCHUM5,445$1.4M0.04%
422TERADYNE INCTER7,203$1.4M0.04%
423LENNAR CORPLEN-B13,426$1.4M0.04%
424VERTIV HOLDINGS COVRT8,285$1.3M0.04%
425APOLLO GLOBAL MGMT INC03769M1068,450$1.2M0.04%
426AON PLCAON3,291$1.2M0.03%
427ORACLE CORPORCL-PD5,274$1.0M0.03%
428SOMNIGROUP INTERNATIONAL INCSGI11,097$990,7400.03%