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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

EASTERLY INVESTMENT PARTNERS LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001766150-23-000001

Total Value
$1.01B
Positions
214
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (214)

#IssuerTicker / CUSIPSharesValue% of Filing
1BIO RAD LABS INC09057220769,476$29.2M2.90%
2DOMINION ENERGY INCD471,788$28.9M2.87%
3TRUIST FINL CORP89832Q109644,648$27.7M2.76%
4VIATRIS INCVTRS2,445,129$27.2M2.70%
5GOLDMAN SACHS GROUP INCGSCE67,992$23.3M2.32%
6UNILEVER PLCUNLYF449,770$22.6M2.25%
7CISCO SYS INCCSCO439,578$20.9M2.08%
8AMERICAN INTL GROUP INC026874784328,551$20.8M2.06%
9NVENT ELECTRIC PLCNVT534,171$20.5M2.04%
10HESS CORPHESM141,470$20.1M1.99%
11PIONEER NAT RES CO72378710782,827$18.9M1.88%
12COMMERCIAL METALS COCMC367,305$17.7M1.76%
13VODAFONE GROUP PLC NEW92857W3081,704,662$17.3M1.71%
14LABORATORY CORP AMER HLDGS50540R40973,157$17.2M1.71%
15GENERAL MTRS CO37045V100451,490$15.2M1.51%
16EXXON MOBIL CORPXOM133,094$14.7M1.46%
17SEABOARD CORP DELSE3,838$14.5M1.44%
18WALMART INCWMT101,981$14.5M1.44%
19JPMORGAN CHASE & COVYLD106,295$14.3M1.42%
20DUPONT DE NEMOURS INCDD201,276$13.8M1.37%
21PRIMO WATER CORPORATION74167P108880,324$13.7M1.36%
22SUPER MICRO COMPUTER INCSMCI157,380$12.9M1.28%
23CNO FINL GROUP INC12621E103554,681$12.7M1.26%
24JOHNSON & JOHNSONJNJ70,298$12.4M1.23%
25DOW INCDOW242,333$12.2M1.21%
26BERKSHIRE HATHAWAY INC DELBRK-A39,338$12.2M1.21%
27ISHARES TR464287226125,001$12.1M1.20%
28MERCK & CO INCMRK108,364$12.0M1.19%
29METLIFE INCMET-PF159,214$11.5M1.14%
30COTERRA ENERGY INCCTRA450,872$11.1M1.10%
31CENTENE CORP DELCNC133,224$10.9M1.09%
32VERIZON COMMUNICATIONS INCVZ273,597$10.8M1.07%
33AMERICAN EQTY INVT LIFE HLD025676206231,621$10.6M1.05%
34HARTFORD FINL SVCS GROUP INCHIG-PG129,230$9.8M0.97%
35ISHARES TR464287457120,001$9.7M0.97%
36BANK AMERICA CORP060505104287,788$9.5M0.95%
37TAIWAN SEMICONDUCTOR MFG LTD874039100124,016$9.2M0.92%
38MORGAN STANLEYMS-PQ107,695$9.2M0.91%
39COMCAST CORP NEWCCZ259,909$9.1M0.90%
40PFIZER INCPFE177,331$9.1M0.90%
41VANGUARD SCOTTSDALE FDS92206C409120,001$9.0M0.90%
42AMERICAN EAGLE OUTFITTERS INAEO637,272$8.9M0.88%
43MARATHON PETE CORPMARA75,001$8.7M0.87%
44MICRON TECHNOLOGY INCMU172,191$8.6M0.85%
45F N B CORP302520101658,579$8.6M0.85%
46CITIGROUP INCC-PR168,312$7.6M0.76%
47ERICSSON2948216081,296,504$7.6M0.75%
48BANKUNITED INCBKU221,680$7.5M0.75%
49SILICON MOTION TECHNOLOGY COSIMO114,989$7.5M0.74%
50ZIMMER BIOMET HOLDINGS INCZBH58,266$7.4M0.74%
51DISNEY WALT CO25468710683,748$7.3M0.72%
52ISHARES TR46428717665,001$6.9M0.69%
53CVS HEALTH CORPCVS73,722$6.9M0.68%
54ISHARES TR46428724265,001$6.9M0.68%
55BLOOMIN BRANDS INCBLMN337,454$6.8M0.67%
56WESCO INTL INC95082P10553,163$6.7M0.66%
57DELEK US HLDGS INC NEWDK245,723$6.6M0.66%
58ALAMOS GOLD INC NEWAGI632,559$6.4M0.64%
59PVH CORPORATIONPVH88,542$6.3M0.62%
60STEELCASE INC858155203864,686$6.1M0.61%
61JOHNSON & JOHNSONJNJ34,001$6.0M0.60%
62LOCKHEED MARTIN CORPLMT12,318$6.0M0.60%
63ABM INDS INC000957100133,377$5.9M0.59%
64LINCOLN NATL CORP IND534187109192,661$5.9M0.59%
65GENERAL ELECTRIC CO36960430167,445$5.7M0.56%
66DISNEY WALT CO25468710665,031$5.6M0.56%
67HASBRO INCHAS87,831$5.4M0.53%
68ISHARES TR46428765530,001$5.2M0.52%
69URBAN OUTFITTERS INCURBN218,032$5.2M0.52%
70FIRST HORIZON CORPORATIONFHN-PH208,905$5.1M0.51%
71KOHLS CORPKSS202,458$5.1M0.51%
72CHECK POINT SOFTWARE TECH LTM2246510439,001$4.9M0.49%
73CHESAPEAKE ENERGY CORPEXE49,993$4.7M0.47%
74DELTA AIR LINES INC DELDAL138,369$4.5M0.45%
75HF SINCLAIR CORPDINO86,222$4.5M0.44%
76CARTERS INCCRI58,008$4.3M0.43%
77OLD NATL BANCORP IND680033107240,290$4.3M0.43%
78CISCO SYS INCCSCO90,001$4.3M0.43%
79ORACLE CORPORCL-PD51,001$4.2M0.41%
80TRUIST FINL CORP89832Q10984,864$3.7M0.36%
81CONOCOPHILLIPSCOP28,937$3.4M0.34%
82CINEMARK HLDGS INCCNK387,534$3.4M0.33%
83EOG RES INCEOG25,682$3.3M0.33%
84BP PLCBPPFF91,269$3.2M0.32%
85BRINKER INTL INC10964110098,006$3.1M0.31%
86CHEVRON CORP NEWCVX16,726$3.0M0.30%
87SAGE THERAPEUTICS INC78667J10878,501$3.0M0.30%
88OPEN TEXT CORPOTEX101,001$3.0M0.30%
89PHOTRONICS INCPLAB177,594$3.0M0.30%
90ARGO GROUP INTL HLDGS LTDG0464B107114,849$3.0M0.29%
91ACCO BRANDS CORPACCO526,035$2.9M0.29%
92WELLS FARGO CO NEW94974610168,856$2.8M0.28%
93FREEPORT-MCMORAN INCFCX73,556$2.8M0.28%
94SOUTHWESTERN ENERGY CO845467109466,549$2.7M0.27%
95MOLSON COORS BEVERAGE COTAP-A51,452$2.7M0.26%
96SUNCOR ENERGY INC NEWSU74,351$2.4M0.23%
97DIODES INCDIOD30,430$2.3M0.23%
98LAMB WESTON HLDGS INCLW25,881$2.3M0.23%
99INTEGRA LIFESCIENCES HLDGS CIART40,844$2.3M0.23%
100TEREX CORP NEWTEX51,561$2.2M0.22%
101NCR CORP NEWNCRRP94,031$2.2M0.22%
102INTERNATIONAL PAPER CO46014610362,121$2.2M0.21%
103CARDINAL HEALTH INCCAH27,966$2.1M0.21%
104DELTA AIR LINES INC DELDAL65,001$2.1M0.21%
105AMN HEALTHCARE SVCS INC00174410119,629$2.0M0.20%
106UNITED PARCEL SERVICE INCUPS11,371$2.0M0.20%
107CALIFORNIA RES CORPCRC43,420$1.9M0.19%
108PILGRIMS PRIDE CORPPPC79,263$1.9M0.19%
109MODINE MFG CO60782810094,330$1.9M0.19%
110BIOGEN INCBIIB6,605$1.8M0.18%
111PACCAR INCPCAR18,421$1.8M0.18%
112FIRST COMWLTH FINL CORP PA319829107123,422$1.7M0.17%
113UMPQUA HLDGS CORP90421410394,978$1.7M0.17%
114ABBVIE INCABBV10,415$1.7M0.17%
115MPLX LPMPLXP50,001$1.6M0.16%
116SKYWORKS SOLUTIONS INCSWKS17,814$1.6M0.16%
117SANOFISNYNF33,500$1.6M0.16%
118DEVON ENERGY CORP NEW25179M10326,283$1.6M0.16%
119REGIONS FINANCIAL CORP NEWRF-PF74,782$1.6M0.16%
120PIONEER NAT RES CO7237871076,881$1.6M0.16%
121SOUTHWEST AIRLS CO84474110846,561$1.6M0.16%
122HILLENBRAND INC43157110835,916$1.5M0.15%
123CROSS CTRY HEALTHCARE INC22748310455,341$1.5M0.15%
124AMGEN INCAMGN5,271$1.4M0.14%
125GOLDMAN SACHS MLP ENERGY RENNVGLF106,771$1.4M0.14%
126OPTINOSE INC68404V100735,001$1.4M0.14%
127INTEL CORPINTC50,001$1.3M0.13%
128LOCKHEED MARTIN CORPLMT2,701$1.3M0.13%
129GOLDMAN SACHS GROUP INCGSCE3,816$1.3M0.13%
130ANTERO MIDSTREAM CORPAM120,001$1.3M0.13%
131SPDR SER TR78464A87015,001$1.2M0.12%
132BLACKSTONE INCBX16,563$1.2M0.12%
133NUCOR CORPNUE9,001$1.2M0.12%
134GENERAL MTRS CO37045V10035,001$1.2M0.12%
135ALPS ETF TR00162Q45230,001$1.1M0.11%
136B2GOLD CORPBTG316,001$1.1M0.11%
137SPDR S&P 500 ETF TRSPY2,900$1.1M0.11%
138MAXLINEAR INCMXL32,000$1.1M0.11%
139APPLE INCAAPL8,267$1.1M0.11%
140IAC INCIAC23,547$1.0M0.10%
141LIONS GATE ENTMNT CORP535919401181,682$1.0M0.10%
142TARGET CORPTGT6,733$1.0M0.10%
143OCCIDENTAL PETE CORP67459910515,801$995,3050.10%
144JPMORGAN CHASE & COVYLD7,224$968,7380.10%
145NETAPP INCNTAP15,410$925,5250.09%
146RIO TINTO PLCRTNTF12,771$909,2950.09%
147QUALCOMM INCQCOM8,161$897,2200.09%
148OFG BANCORPOFG30,987$854,0020.08%
149TARGET CORPTGT5,631$839,2440.08%
150NORWEGIAN CRUISE LINE HLDG LNCLH63,211$773,7030.08%
151MOHAWK INDS INC6081901047,501$766,7520.08%
152PFIZER INCPFE14,357$735,6640.07%
153VANECK ETF TRUST92189F79118,001$641,7360.06%
154WILLIAMS COS INC96945710017,958$590,8180.06%
155ARK ETF TR00214Q10418,000$562,3200.06%
156ZIFF DAVIS INCZD6,877$543,9710.05%
157COLLEGIUM PHARMACEUTICAL INCCOLL21,619$501,5610.05%
158BERKSHIRE HATHAWAY INC DELBRK-A1$468,7110.05%
159HONEST CO INCHNST155,001$466,5530.05%
160TAPESTRY INCTPR11,001$418,9180.04%
161FOMENTO ECONOMICO MEXICANO S3444191065,060$395,2870.04%
162CRESCENT PT ENERGY CORP22576C10153,168$380,1510.04%
163ALPHABET INCGOOG4,020$356,6950.04%
164KENNAMETAL INCKMT14,743$354,7170.04%
165EQT CORPEQT10,001$338,3340.03%
166CO-DIAGNOSTICS INCCODX121,826$307,0020.03%
167RANGE RES CORPRRC12,001$300,2650.03%
168TELADOC HEALTH INCTDOC12,000$283,8000.03%
169EATON CORP PLCETN1,669$261,9840.03%
170LUMEN TECHNOLOGIES INCLUMN50,001$261,0050.03%
171LOWES COS INC5486611071,262$251,4410.02%
172ALLAKOS INC01671P10025,000$210,5000.02%
173ENERGY TRANSFER L PET-PI13,277$157,5980.02%
174ATHIRA PHARMA INC04746L10433,501$106,1980.01%
175ETF MANAGERS TR26924G50812,001$51,1240.01%
176ABBVIE INCABBV210$33,9420.00%
177MARATHON PETE CORPMARA170$19,7860.00%
178SOUTHWEST AIRLS CO844741108507$17,0710.00%
179WELLS FARGO CO NEW949746101245$10,1160.00%
180OCCIDENTAL PETE CORP674599105110$6,9370.00%
181BIO RAD LABS INC0905722071$4200.00%
182SPDR S&P 500 ETF TRSPY1$3820.00%
183BERKSHIRE HATHAWAY INC DELBRK-A1$3090.00%
184LOWES COS INC5486611071$1990.00%
185CHEVRON CORP NEWCVX1$1790.00%
186EATON CORP PLCETN1$1570.00%
187HESS CORPHESM1$1420.00%
188WALMART INCWMT1$1420.00%
189APPLE INCAAPL1$1300.00%
190EOG RES INCEOG1$1300.00%
191CONOCOPHILLIPSCOP1$1180.00%
192MERCK & CO INCMRK1$1110.00%
193EXXON MOBIL CORPXOM1$1100.00%
194CHESAPEAKE ENERGY CORPEXE1$940.00%
195CVS HEALTH CORPCVS1$930.00%
196MORGAN STANLEYMS-PQ1$850.00%
197GENERAL ELECTRIC CO3696043011$840.00%
198BLACKSTONE INCBX1$740.00%
199DUPONT DE NEMOURS INCDD1$690.00%
200AMERICAN INTL GROUP INC0268747841$630.00%
201DEVON ENERGY CORP NEW25179M1031$620.00%
202DOMINION ENERGY INCD1$610.00%
203DOW INCDOW1$500.00%
204MICRON TECHNOLOGY INCMU1$500.00%
205UNILEVER PLCUNLYF1$500.00%
206IAC INCIAC1$440.00%
207VERIZON COMMUNICATIONS INCVZ1$390.00%
208NVENT ELECTRIC PLCNVT1$380.00%
209WILLIAMS COS INC9694571001$330.00%
210ENERGY TRANSFER L PET-PI2$240.00%
211PRIMO WATER CORPORATION74167P1081$160.00%
212VIATRIS INCVTRS1$110.00%
213VODAFONE GROUP PLC NEW92857W3081$100.00%
214STEELCASE INC8581552031$70.00%