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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 (Amended)

EASTERLY INVESTMENT PARTNERS LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001766150-23-000003

Total Value
$1.16B
Positions
235
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (235)

#IssuerTicker / CUSIPSharesValue% of Filing
1BIO RAD LABS INC09057220769,476$29.2M2.52%
2DOMINION ENERGY INCD471,788$28.9M2.50%
3TRUIST FINL CORP89832Q109644,648$27.7M2.40%
4VIATRIS INCVTRS2,445,129$27.2M2.35%
5COMMERCIAL METALS COCMC494,963$23.9M2.06%
6GOLDMAN SACHS GROUP INCGSCE67,992$23.3M2.02%
7UNILEVER PLCUNLYF449,770$22.6M1.96%
8JPMORGAN CHASE & COVYLD158,683$21.3M1.84%
9CISCO SYS INCCSCO439,578$20.9M1.81%
10AMERICAN INTL GROUP INC026874784328,551$20.8M1.79%
11NVENT ELECTRIC PLCNVT534,171$20.5M1.77%
12HESS CORPHESM141,470$20.1M1.73%
13PIONEER NAT RES CO72378710782,827$18.9M1.63%
14SUPER MICRO COMPUTER INCSMCI224,314$18.4M1.59%
15METLIFE INCMET-PF238,588$17.3M1.49%
16VODAFONE GROUP PLC NEW92857W3081,704,662$17.3M1.49%
17LABORATORY CORP AMER HLDGS50540R40973,157$17.2M1.49%
18CNO FINL GROUP INC12621E103726,538$16.6M1.43%
19CENTENE CORP DELCNC198,864$16.3M1.41%
20GENERAL MTRS CO37045V100451,490$15.2M1.31%
21AMERICAN EQTY INVT LIFE HLD025676206323,697$14.8M1.28%
22EXXON MOBIL CORPXOM133,094$14.7M1.27%
23COTERRA ENERGY INCCTRA596,461$14.7M1.27%
24SEABOARD CORP DELSE3,838$14.5M1.25%
25HARTFORD FINL SVCS GROUP INCHIG-PG190,766$14.5M1.25%
26WALMART INCWMT101,981$14.5M1.25%
27MARATHON PETE CORPMARA121,466$14.1M1.22%
28DUPONT DE NEMOURS INCDD201,276$13.8M1.19%
29PRIMO WATER CORPORATION74167P108880,324$13.7M1.18%
30BANK AMERICA CORP060505104407,839$13.5M1.17%
31PFIZER INCPFE256,034$13.1M1.13%
32JOHNSON & JOHNSONJNJ70,298$12.4M1.07%
33F N B CORP302520101939,718$12.3M1.06%
34ISHARES TR464287226126,351$12.3M1.06%
35AMERICAN EAGLE OUTFITTERS INAEO875,342$12.2M1.06%
36DOW INCDOW242,333$12.2M1.05%
37BERKSHIRE HATHAWAY INC DELBRK-A39,338$12.2M1.05%
38MERCK & CO INCMRK108,364$12.0M1.04%
39ZIMMER BIOMET HOLDINGS INCZBH85,461$10.9M0.94%
40VERIZON COMMUNICATIONS INCVZ273,597$10.8M0.93%
41CITIGROUP INCC-PR234,995$10.6M0.92%
42ISHARES TR464287457129,835$10.5M0.91%
43SILICON MOTION TECHNOLOGY COSIMO153,388$10.0M0.86%
44JOHNSON & JOHNSONJNJ55,885$9.9M0.85%
45BANKUNITED INCBKU285,250$9.7M0.84%
46BLOOMIN BRANDS INCBLMN477,008$9.6M0.83%
47TAIWAN SEMICONDUCTOR MFG LTD874039100124,016$9.2M0.80%
48MORGAN STANLEYMS-PQ107,695$9.2M0.79%
49COMCAST CORP NEWCCZ259,909$9.1M0.78%
50VANGUARD SCOTTSDALE FDS92206C409120,245$9.0M0.78%
51WESCO INTL INC95082P10571,267$8.9M0.77%
52DELEK US HLDGS INC NEWDK330,442$8.9M0.77%
53ALAMOS GOLD INC NEWAGI866,083$8.8M0.76%
54MICRON TECHNOLOGY INCMU172,191$8.6M0.74%
55FIRST HORIZON CORPORATIONFHN-PH349,762$8.6M0.74%
56LINCOLN NATL CORP IND534187109266,711$8.2M0.71%
57PVH CORPORATIONPVH115,074$8.1M0.70%
58ISHARES TR46428724276,238$8.0M0.69%
59CHECK POINT SOFTWARE TECH LTM2246510462,844$7.9M0.68%
60ABM INDS INC000957100174,993$7.8M0.67%
61DISNEY WALT CO25468710688,085$7.7M0.66%
62ERICSSON2948216081,296,504$7.6M0.65%
63ISHARES TR46428717669,946$7.4M0.64%
64CISCO SYS INCCSCO156,001$7.4M0.64%
65HASBRO INCHAS121,387$7.4M0.64%
66URBAN OUTFITTERS INCURBN310,314$7.4M0.64%
67DISNEY WALT CO25468710683,748$7.3M0.63%
68CVS HEALTH CORPCVS73,722$6.9M0.59%
69KOHLS CORPKSS268,862$6.8M0.59%
70ORACLE CORPORCL-PD79,662$6.5M0.56%
71STEELCASE INC858155203864,686$6.1M0.53%
72LOCKHEED MARTIN CORPLMT12,318$6.0M0.52%
73GENERAL ELECTRIC CO36960430167,445$5.7M0.49%
74ISHARES TR46428765530,726$5.4M0.46%
75OPEN TEXT CORPOTEX171,832$5.1M0.44%
76HF SINCLAIR CORPDINO95,250$4.9M0.43%
77CHESAPEAKE ENERGY CORPEXE49,993$4.7M0.41%
78CARTERS INCCRI62,030$4.6M0.40%
79DELTA AIR LINES INC DELDAL138,369$4.5M0.39%
80CINEMARK HLDGS INCCNK517,343$4.5M0.39%
81OLD NATL BANCORP IND680033107242,949$4.4M0.38%
82TRUIST FINL CORP89832Q10993,010$4.0M0.35%
83BP PLCBPPFF100,631$3.5M0.30%
84CONOCOPHILLIPSCOP28,937$3.4M0.29%
85EOG RES INCEOG25,682$3.3M0.29%
86DIODES INCDIOD43,577$3.3M0.29%
87FREEPORT-MCMORAN INCFCX86,000$3.3M0.28%
88MOLSON COORS BEVERAGE COTAP-A62,784$3.2M0.28%
89BRINKER INTL INC10964110099,901$3.2M0.28%
90WELLS FARGO CO NEW94974610177,110$3.2M0.27%
91ARGO GROUP INTL HLDGS LTDG0464B107121,085$3.1M0.27%
92PHOTRONICS INCPLAB181,426$3.1M0.26%
93ACCO BRANDS CORPACCO546,168$3.1M0.26%
94CHEVRON CORP NEWCVX16,726$3.0M0.26%
95SAGE THERAPEUTICS INC78667J10878,645$3.0M0.26%
96SOUTHWESTERN ENERGY CO845467109485,236$2.8M0.25%
97SUNCOR ENERGY INC NEWSU86,343$2.7M0.24%
98CARDINAL HEALTH INCCAH35,438$2.7M0.24%
99LAMB WESTON HLDGS INCLW30,028$2.7M0.23%
100INTERNATIONAL PAPER CO46014610370,469$2.4M0.21%
101INTEGRA LIFESCIENCES HLDGS CIART42,575$2.4M0.21%
102NCR CORP NEWNCRRP98,682$2.3M0.20%
103GOLDMAN SACHS MLP ENERGY RENNVGLF176,625$2.3M0.19%
104TEREX CORP NEWTEX51,996$2.2M0.19%
105PACCAR INCPCAR22,253$2.2M0.19%
106UNITED PARCEL SERVICE INCUPS12,664$2.2M0.19%
107DELTA AIR LINES INC DELDAL65,251$2.1M0.19%
108REGIONS FINANCIAL CORP NEWRF-PF96,655$2.1M0.18%
109AMN HEALTHCARE SVCS INC00174410119,989$2.1M0.18%
110ABBVIE INCABBV12,714$2.1M0.18%
111VANGUARD BD INDEX FDS92193781926,587$2.0M0.17%
112PILGRIMS PRIDE CORPPPC80,800$1.9M0.17%
113MODINE MFG CO60782810096,188$1.9M0.16%
114CALIFORNIA RES CORPCRC43,420$1.9M0.16%
115SKYWORKS SOLUTIONS INCSWKS20,693$1.9M0.16%
116BIOGEN INCBIIB6,793$1.9M0.16%
117ALPS ETF TR00162Q45249,409$1.9M0.16%
118SANOFISNYNF38,786$1.9M0.16%
119SOUTHWEST AIRLS CO84474110853,685$1.8M0.16%
120SPDR SER TR78464A87021,592$1.8M0.15%
121FIRST COMWLTH FINL CORP PA319829107125,822$1.8M0.15%
122ISHARES TR46428766324,840$1.8M0.15%
123AMGEN INCAMGN6,667$1.8M0.15%
124PIONEER NAT RES CO7237871077,594$1.7M0.15%
125UMPQUA HLDGS CORP90421410396,810$1.7M0.15%
126HILLENBRAND INC43157110840,143$1.7M0.15%
127MPLX LPMPLXP50,001$1.6M0.14%
128DEVON ENERGY CORP NEW25179M10326,283$1.6M0.14%
129LOCKHEED MARTIN CORPLMT3,201$1.6M0.13%
130GOLDMAN SACHS GROUP INCGSCE4,461$1.5M0.13%
131CROSS CTRY HEALTHCARE INC22748310456,414$1.5M0.13%
132INTEL CORPINTC55,921$1.5M0.13%
133ANTERO MIDSTREAM CORPAM131,069$1.4M0.12%
134OPTINOSE INC68404V100737,821$1.4M0.12%
135VANECK ETF TRUST92189F79135,642$1.3M0.11%
136BLACKSTONE INCBX16,563$1.2M0.11%
137VANGUARD INDEX FDS9229087365,764$1.2M0.11%
138RIO TINTO PLCRTNTF16,814$1.2M0.10%
139NUCOR CORPNUE9,026$1.2M0.10%
140GENERAL MTRS CO37045V10035,095$1.2M0.10%
141B2GOLD CORPBTG325,297$1.2M0.10%
142TARGET CORPTGT7,459$1.1M0.10%
143SPDR S&P 500 ETF TRSPY2,900$1.1M0.10%
144MAXLINEAR INCMXL32,085$1.1M0.09%
145APPLE INCAAPL8,267$1.1M0.09%
146LIONS GATE ENTMNT CORP535919401185,244$1.1M0.09%
147IAC INCIAC23,547$1.0M0.09%
148NETAPP INCNTAP17,233$1.0M0.09%
149TARGET CORPTGT6,733$1.0M0.09%
150QUALCOMM INCQCOM9,113$1.0M0.09%
151OCCIDENTAL PETE CORP67459910515,801$995,3050.09%
152JPMORGAN CHASE & COVYLD7,224$968,7380.08%
153OFG BANCORPOFG31,602$870,9510.08%
154NORWEGIAN CRUISE LINE HLDG LNCLH70,280$860,2270.07%
155ISHARES TR46428746513,072$858,0460.07%
156ALLSPRING INCOME OPPORTUNITEAD123,079$786,4720.07%
157MOHAWK INDS INC6081901047,501$766,7520.07%
158ISHARES TR46428868724,894$759,9840.07%
159PFIZER INCPFE14,357$735,6640.06%
160DOUBLELINE INCOME SOLUTIONSDSL54,713$606,7570.05%
161ARK ETF TR00214Q10419,000$593,5600.05%
162WILLIAMS COS INC96945710017,958$590,8180.05%
163MERCK & CO INCMRK5,301$588,1460.05%
164ISHARES TR4642874816,896$576,5060.05%
165ZIFF DAVIS INCZD7,033$556,3100.05%
166ISHARES TR46428723414,576$552,4300.05%
167L3HARRIS TECHNOLOGIES INCLHX2,601$541,5540.05%
168COLLEGIUM PHARMACEUTICAL INCCOLL22,029$511,0730.04%
169BERKSHIRE HATHAWAY INC DELBRK-A1$468,7110.04%
170HONEST CO INCHNST155,001$466,5530.04%
171VANGUARD BD INDEX FDS9219378276,086$458,0810.04%
172TAPESTRY INCTPR11,001$418,9180.04%
173FOMENTO ECONOMICO MEXICANO S3444191065,060$395,2870.03%
174CRESCENT PT ENERGY CORP22576C10154,188$387,4440.03%
175ISHARES TR46429B5989,211$384,4670.03%
176KENNAMETAL INCKMT15,186$365,3750.03%
177ALPHABET INCGOOG4,020$356,6950.03%
178RANGE RES CORPRRC14,147$353,9580.03%
179EQT CORPEQT10,284$347,9080.03%
180ISHARES TR4642882814,097$346,4820.03%
181CO-DIAGNOSTICS INCCODX124,191$312,9610.03%
182EASTERLY GOVT PPTYS INC27616P10320,095$286,7560.02%
183TELADOC HEALTH INCTDOC12,000$283,8000.02%
184ISHARES TR4642875981,851$280,7040.02%
185PNC FINL SVCS GROUP INC6934751051,701$268,6560.02%
186EATON CORP PLCETN1,669$261,9840.02%
187LUMEN TECHNOLOGIES INCLUMN50,001$261,0050.02%
188LOWES COS INC5486611071,262$251,4410.02%
189ISHARES TR4642876481,171$251,2030.02%
190VERIZON COMMUNICATIONS INCVZ5,750$226,5690.02%
191PROSHARES TR74347B42514,001$224,4210.02%
192ALLAKOS INC01671P10025,000$210,5000.02%
193ABRDN ASIA PACIFIC INCOME FUABAKF72,801$191,4650.02%
194ENERGY TRANSFER L PET-PI13,277$157,5980.01%
195DUPONT DE NEMOURS INCDD2,137$146,6620.01%
196VALLEY NATL BANCORP91979410712,759$144,3040.01%
197GENERAL ELECTRIC CO3696043011,638$137,2480.01%
198DOW INCDOW2,137$107,6830.01%
199ATHIRA PHARMA INC04746L10433,501$106,1980.01%
200SPDR S&P 500 ETF TRSPY213$81,4580.01%
201ETF MANAGERS TR26924G50813,001$55,3840.00%
202ABBVIE INCABBV210$33,9420.00%
203MARATHON PETE CORPMARA170$19,7860.00%
204SOUTHWEST AIRLS CO844741108507$17,0710.00%
205APPLE INCAAPL105$13,6430.00%
206WELLS FARGO CO NEW949746101245$10,1160.00%
207OCCIDENTAL PETE CORP674599105110$6,9370.00%
208L3HARRIS TECHNOLOGIES INCLHX30$6,2460.00%
209BIO RAD LABS INC0905722071$4200.00%
210BERKSHIRE HATHAWAY INC DELBRK-A1$3090.00%
211LOWES COS INC5486611071$1990.00%
212CHEVRON CORP NEWCVX1$1790.00%
213EATON CORP PLCETN1$1570.00%
214WALMART INCWMT1$1420.00%
215HESS CORPHESM1$1420.00%
216EOG RES INCEOG1$1300.00%
217CONOCOPHILLIPSCOP1$1180.00%
218EXXON MOBIL CORPXOM1$1100.00%
219CHESAPEAKE ENERGY CORPEXE1$940.00%
220CVS HEALTH CORPCVS1$930.00%
221MORGAN STANLEYMS-PQ1$850.00%
222BLACKSTONE INCBX1$740.00%
223AMERICAN INTL GROUP INC0268747841$630.00%
224DEVON ENERGY CORP NEW25179M1031$620.00%
225DOMINION ENERGY INCD1$610.00%
226MICRON TECHNOLOGY INCMU1$500.00%
227UNILEVER PLCUNLYF1$500.00%
228IAC INCIAC1$440.00%
229NVENT ELECTRIC PLCNVT1$380.00%
230WILLIAMS COS INC9694571001$330.00%
231ENERGY TRANSFER L PET-PI2$240.00%
232PRIMO WATER CORPORATION74167P1081$160.00%
233VIATRIS INCVTRS1$110.00%
234VODAFONE GROUP PLC NEW92857W3081$100.00%
235STEELCASE INC8581552031$70.00%