THOMPSON SIEGEL & WALMSLEY LLC: 13F holdings
CIK 10083222026Q2
| Positions | 429 |
|---|---|
| Reported value | $5.6bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AERCAP HOLDINGS NV | 988,178 | $144.1m | 2.6% |
| SMURFIT WESTROCK PLC | 2,394,335 | $110.8m | 2.0% |
| CHECK POINT SOFTWARE TECH | 631,464 | $83.0m | 1.5% |
| KHC KRAFT HEINZ CO | 3,496,584 | $82.6m | 1.5% |
| EVRG EVERGY INC | 928,256 | $80.2m | 1.4% |
| GOOG ALPHABET INC | 215,132 | $76.0m | 1.4% |
| D DOMINION ENERGY INC | 1,075,775 | $73.5m | 1.3% |
| LKQ LKQ CORP | 2,669,838 | $70.3m | 1.3% |
| GPK GRAPHIC PACKAGING HOLDING CO | 6,501,103 | $68.7m | 1.2% |
| MKL MARKEL GROUP INC | 33,676 | $65.8m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1008322")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.