SYSTEMATIC FINANCIAL MANAGEMENT LP

SEC CIK
0001085936

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
243
−4 vs. Q1 2026
Total value
$5.02B
+$658.46M (+15.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SYSTEMATIC FINANCIAL MANAGEMENT LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SIMOSILICON MOTION TECHNOLOGY COSPONSORED ADR354,216$118.07M2.35%−152,509−30.1%ReducedView
MLIMUELLER INDS INCCOM765,965$94.16M1.88%−18,722−2.4%ReducedView
JAZZJAZZ PHARMACEUTICALS PLCSHS USD378,715$91.26M1.82%−28,399−7.0%ReducedView
COHUCOHU INCCOM1,174,165$86.78M1.73%−227,069−16.2%ReducedView
MKSIMKS INC.COM192,042$85.42M1.70%−50,021−20.7%ReducedView
TSEMTOWER SEMICONDUCTOR LTDSHS NEW325,159$84.75M1.69%−223,701−40.8%ReducedView
EMEEMCOR GROUP INC COMStock98,615$81.84M1.63%−15,888−13.9%ReducedView
ADEAADEIA INCCOM2,478,734$81.62M1.63%−207,332−7.7%ReducedView
GVAGRANITE CONSTR INCCOM514,945$81.4M1.62%−10,347−2.0%ReducedView
NWENORTHWESTERN ENERGY GROUP INCOM NEW1,121,956$80.35M1.60%−10,109−0.9%ReducedView
MGYMAGNOLIA OIL & GAS CORPCL A2,777,352$71.04M1.42%−35,926−1.3%ReducedView
LYTSLSI INDS INC OHIOCOM2,378,908$63.23M1.26%−124,240−5.0%ReducedView
MSGEMADISON SQUARE GARDEN ENTMTCOM CL A768,688$62.18M1.24%−26,513−3.3%ReducedView
AUBATLANTIC UN BANKSHARES CORPCOM1,456,569$61.63M1.23%−76,990−5.0%ReducedView
MSGSMADISON SQUARE GRDN SPRT CORCL A152,155$61.14M1.22%−2,346−1.5%ReducedView
TRSTTRUSTCO BK CORP N YCOM NEW1,101,023$60.46M1.20%−64,110−5.5%ReducedView
WAFDWAFD INC COMStock1,558,139$59.79M1.19%+19,788+1.3%AddedView
VSHVISHAY INTERTECHNOLOGY INCCOM1,060,737$57.05M1.14%−431,624−28.9%ReducedView
PIPRPIPER SANDLER COMPANIESCOM NEW706,867$51.13M1.02%−15,161−2.1%ReducedView
SPHRSPHERE ENTERTAINMENT COCL A289,748$50.14M1.00%−7,743−2.6%ReducedView
UMBFUMB FINL CORPCOM339,475$48.46M0.97%−6,970−2.0%ReducedView
DCOMDIME COML BANCSHARES INCCOM1,188,704$48.32M0.96%−21,779−1.8%ReducedView
OSISOSI SYSTEMS INCCOM216,098$47.26M0.94%−3,143−1.4%ReducedView
RRXREGAL REXNORD CORPORATIONCOM197,771$47.11M0.94%+3,980+2.1%AddedView
REXREX AMERICAN RES CORPCOM1,036,887$46.82M0.93%−71,943−6.5%ReducedView
URBNURBAN OUTFITTERS INCCOM658,139$46.64M0.93%−10,547−1.6%ReducedView
ONTOONTO INNOVATION INCCOM122,143$46.23M0.92%−56,202−31.5%ReducedView
INVAINNOVIVA INCCOM2,023,565$45.96M0.92%−5170.0%ReducedView
KALUKAISER ALUMINIUM CORPORATIONCOM PAR $0.01232,240$45.43M0.91%−10,755−4.4%ReducedView
EHCENCOMPASS HEALTH CORPCOM443,140$44.79M0.89%−3,265−0.7%ReducedView
PFSPROVIDENT FINL SVCS INCCOM1,871,847$44.25M0.88%−84,901−4.3%ReducedView
WEBSTER FINL CORP947890109COM576,094$44.03M0.88%−149,975−20.7%Reduced–
SFSTIFEL FINL CORPCOM617,939$43.11M0.86%+1,112+0.2%AddedView
SBRASABRA HEALTH CARE REIT INC COMREIT2,127,134$41.5M0.83%−27,747−1.3%ReducedView
COLBCOLUMBIA BKG SYS INCCOM1,289,296$41.32M0.82%−51,979−3.9%ReducedView
EGEVEREST GROUP LTDCOM114,411$40.87M0.81%−5,563−4.6%ReducedView
DOCHEALTHPEAK PROPERTIES INCCOM1,848,665$39.56M0.79%+9,101+0.5%AddedView
EBCEASTERN BANKSHARES INCCOM1,771,172$39.39M0.78%−76,122−4.1%ReducedView
VCVISTEON CORPCOM NEW391,119$38.8M0.77%+68,442+21.2%AddedView
KBRKBR INCCOM1,114,223$38.47M0.77%+391,483+54.2%AddedView
WSMWILLIAMS SONOMA INCCOM165,049$38.47M0.77%+528+0.3%AddedView
FRMEFIRST MERCHANTS CORPCOM850,405$37.15M0.74%−11,590−1.3%ReducedView
PORPORTLAND GEN ELEC COCOM NEW711,771$36.89M0.73%+82,432+13.1%AddedView
FCNCAFIRST CTZNS BANCSHARES INC DCL A17,534$36.49M0.73%+800+4.8%AddedView
APLEAPPLE HOSPITALITY REIT INC COM NEWREIT2,136,387$35.91M0.72%−72,525−3.3%ReducedView
OCOWENS CORNING NEW COMStock225,264$35.81M0.71%−14,284−6.0%ReducedView
EXELEXELIXIS INCCOM649,980$35.37M0.70%−59,147−8.3%ReducedView
LXPLXP INDUSTRIAL TRUSTCOM642,277$34.61M0.69%+570.0%AddedView
ANGOANGIODYNAMICS INCCOM2,640,214$34.35M0.68%+186,513+7.6%AddedView
TPRTAPESTRY INCCOM233,212$34.14M0.68%−230−0.1%ReducedView
NXQUANEX BLDG PRODS CORPCOM1,815,276$33.8M0.67%+39,024+2.2%AddedView
OVVOVINTIV INCCOM641,168$33.76M0.67%−79,513−11.0%ReducedView
SIGISELECTIVE INS GROUP INCCOM340,986$33.08M0.66%+11,490+3.5%AddedView
CMCCOMMERCIAL METALS CO COMStock524,007$32.88M0.66%−4,226−0.8%ReducedView
BBTBEACON FINANCIAL CORP.COM1,060,206$32.28M0.64%−67,650−6.0%ReducedView
VVXV2X INCCOM416,442$31.05M0.62%−4,768−1.1%ReducedView
SPBSPECTRUM BRANDS HOLDINGS INCCOM360,007$30.87M0.61%−1,418−0.4%ReducedView
ANFABERCROMBIE & FITCH COCL A342,730$30.85M0.61%−7,216−2.1%ReducedView
UFCSUNITED FIRE GROUP INCCOM582,930$30.57M0.61%−29,466−4.8%ReducedView
UCBUNITED CMNTY BKS BLAIRSVLE GCOM871,016$30.56M0.61%−7,286−0.8%ReducedView
ORIOLD REP INTL CORPCOM740,905$30.32M0.60%−44,853−5.7%ReducedView
OCFCOCEANFIRST FINL CORPCOM1,517,701$29.64M0.59%+134,113+9.7%AddedView
LRNSTRIDE INCCOM340,642$29.38M0.59%+13,077+4.0%AddedView
DKDELEK US HLDGS INC NEWCOM572,493$29.09M0.58%−38,507−6.3%ReducedView
GPORGULFPORT ENERGY CORPCOMMON SHARES170,985$29.02M0.58%+69,289+68.1%AddedView
PRGSPROGRESS SOFTWARE CORPCOM861,531$28.93M0.58%−23,259−2.6%ReducedView
BNLBROADSTONE NET LEASE INCCOM1,386,242$28.65M0.57%−56,897−3.9%ReducedView
KBHKB HOMECOM450,024$28.17M0.56%−21,069−4.5%ReducedView
HOSHORNBECK OFFSHORE SERVICES INC COMStock3,188,798$27.87M0.56%+230,254+7.8%AddedView
MCFTMASTERCRAFT BOAT HLDGS INCCOM1,068,357$27.59M0.55%+15,223+1.4%AddedView
NMRKNEWMARK GROUP INCCL A1,806,396$27.29M0.54%+113,878+6.7%AddedView
HAYWHAYWARD HLDGS INCCOM1,549,883$26.83M0.53%+91,534+6.3%AddedView
MTUSMETALLUS INCCOM1,431,402$26.75M0.53%+69,552+5.1%AddedView
WTTRSELECT WATER SOLUTIONS INCCL A COM1,277,394$25.52M0.51%−19,207−1.5%ReducedView
ITRIITRON INCCOM293,720$25.42M0.51%+99,621+51.3%AddedView
KLICKULICKE & SOFFA INDS INCCOM188,684$25.24M0.50%−32,771−14.8%ReducedView
HNIHNI CORP COMStock620,309$25.07M0.50%+48,314+8.4%AddedView
SAICSCIENCE APPLICATIONS INTL COCOM224,194$24.75M0.49%+42,165+23.2%AddedView
SILCSILICOM LTDORD506,475$24.28M0.48%−30,984−5.8%ReducedView
LZBLA Z BOY INCCOM597,777$23.98M0.48%+5,937+1.0%AddedView
KRGKITE REALTY GROUP TRUSTCOM NEW844,573$23.97M0.48%−41,224−4.7%ReducedView
YSSYORK SPACE SYSTEMS INCCOM961,190$23.66M0.47%+504,266+110.4%AddedView
MLRMILLER INDS INC TENNCOM NEW461,036$23.58M0.47%+14,697+3.3%AddedView
ADCAGREE RLTY CORPCOM305,877$23.17M0.46%−13,615−4.3%ReducedView
NHCNATIONAL HEALTHCARE CORPCOM109,086$23.06M0.46%−7,162−6.2%ReducedView
FCBCFIRST CMNTY BANKSHARES INC VCOM512,581$22.77M0.45%−15,138−2.9%ReducedView
SUPNSUPERNUS PHARMACEUTICALSCOM474,131$22.05M0.44%+98,052+26.1%AddedView
TFXTELEFLEX INCORPORATEDCOM173,359$21.98M0.44%+157,294+979.1%AddedView
CHCTCOMMUNITY HEALTHCARE TR INCCOM1,183,409$21.63M0.43%+58,523+5.2%AddedView
GEFGREIF INCCL A285,628$21.28M0.42%−14,180−4.7%ReducedView
DRHDIAMONDROCK HOSPITALITY COCOM1,745,657$21.26M0.42%+4,489+0.3%AddedView
CATALYST PHARMACEUTICALS INC14888U101COM667,883$20.99M0.42%−79,632−10.7%Reduced–
AEOAMERICAN EAGLE OUTFITTERS INCOM1,210,769$20.83M0.41%+203,293+20.2%AddedView
MBCMASTERBRAND INCCOMMON STOCK1,973,382$20.31M0.40%+1,973,382NewView
HPHELMERICH & PAYNE INCCOM619,420$20.28M0.40%+28,929+4.9%AddedView
AYIACUITY INC COMStock52,711$19.85M0.40%+20,392+63.1%AddedView
CHDNCHURCHILL DOWNS INCCOM220,975$19.81M0.39%+1,365+0.6%AddedView
FBINFORTUNE BRANDS INNOVATIONS ICOM353,626$19.41M0.39%+61,917+21.2%AddedView
OLEDUNIVERSAL DISPLAY CORPCOM222,809$19.29M0.38%+29,994+15.6%AddedView
UBSIUNITED BANKSHARES INC WEST VCOM416,064$19.07M0.38%−15,936−3.7%ReducedView

Sold out since Q1 2026 (13)

Positions held at the end of Q1 2026 that are no longer in this filing.

SYSTEMATIC FINANCIAL MANAGEMENT LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AMERICAN WOODMARK CORPORATIO030506109COM386,189$15.38M0.35%
GOLDEN ENTMT INC381013101COM427,520$11.41M0.26%
ENHABIT INC29332G102COM336,694$4.74M0.11%
KLACKLA CORPCOM NEW1,890$2.78M0.06%
CIENCIENA CORPCOM NEW7,018$2.72M0.06%
COTERRA ENERGY INC COM127097103Stock62,940$2.21M0.05%
CBRLCRACKER BARREL OLD CTRY STORCOM22,005$618.56K0.01%
IPINTERNATIONAL PAPER COCOM7,100$253.47K0.01%
ESLTELBIT SYS LTD ORDStock58$49.46K0.00%
SLVMSYLVAMO CORPCOMMON STOCK645$27.25K0.00%
OXYOCCIDENTAL PETE CORP COMStock231$15.02K0.00%
OGNORGANON & CO COMMON STOCKStock730$4.37K0.00%
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF8$8940.00%

13F filings by quarter

SYSTEMATIC FINANCIAL MANAGEMENT LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026243$5.02Bvs. Q1 2026SEC
Q1 2026May 13, 2026247$4.36Bvs. Q4 2025SEC
Q4 2025Feb 9, 2026252$4.24Bvs. Q3 2025SEC
Q3 2025Nov 13, 2025245$4.11Bvs. Q2 2025SEC
Q2 2025Aug 13, 2025245$3.75Bvs. Q1 2025SEC
Q1 2025May 14, 2025245$3.51Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025251$3.93Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024336$3.93Bvs. Q2 2024SEC
Q2 2024Aug 16, 2024249$3.29Bvs. Q1 2024SEC
Q1 2024May 15, 2024251$3.58Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024244$3.37Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023242$3.11Bvs. Q2 2023SEC
Q2 2023Aug 14, 2023235$3.17Bvs. Q1 2023SEC
Q1 2023May 12, 2023309$3.06Bvs. Q4 2022SEC
Q4 2022Feb 15, 2023246$3.05Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022246$2.74Bvs. Q2 2022SEC
Q2 2022Aug 15, 2022250$2.88Bvs. Q1 2022SEC
Q1 2022May 11, 2022251$3.2Bvs. Q4 2021SEC
Q4 2021Feb 14, 2022252$3.37Bvs. Q3 2021SEC
Q3 2021Nov 12, 2021252$3.23Bvs. Q2 2021SEC
Q2 2021Aug 12, 2021254$3.31Bvs. Q1 2021SEC
Q1 2021May 10, 2021249$2.73B–SEC