CIK: 1164833
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Address: 601 South Figueroa St 39th Floor, Los Angeles, CA 90017

α Alpha 0.7500↭ Flow 0.5100Mixed Active/Passive465 holdings35 quarters

📊 Score Breakdown — Alpha: 0.7500 / Flow: 0.5100click to expand ▼

478holdings (Q4 2025)
$33.48B13F reported value
+8 NEW+223 INCREASED-174 DECREASED-13 EXITED60 UNCHANGED

Total (Q4 25): $33,479,016,604

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$30.01B+$4.08B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$33.48B+$1.11B+3.4%
Q3 25$32.37B+$1.53B+5.0%
Q2 25$30.83B+$0.89B+3.0%
Q1 25$29.95B$-0.10B-0.3%
Q4 24$30.05B$-0.05B-0.2%
Q3 24$30.10B+$1.42B+5.0%
Q2 24$28.68B$-1.33B-4.4%
Q1 24$30.01B+$1.91B+6.8%
Q4 23$28.10B+$1.73B+6.6%
Q3 23$26.36B$-0.58B-2.1%
Q2 23$26.94B+$1.01B+3.9%
Q1 23$25.93B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025465$33,479,016,60413F-HR17-Feb-20260001172661-26-001081
Q3 2530-Sep-2025470$32,365,344,61113F-HR14-Nov-20250001172661-25-005049
Q2 2530-Jun-2025472$30,834,332,65213F-HR14-Aug-20250001172661-25-003239
Q1 2531-Mar-2025468$29,948,198,50813F-HR14-May-20250001172661-25-001899
Q4 2431-Dec-2024478$30,046,803,00313F-HR14-Feb-20250001172661-25-001129
Q3 2430-Sep-2024482$30,100,661,11413F-HR14-Nov-20240001172661-24-005122
Q2 2430-Jun-2024483$28,676,946,32113F-HR14-Aug-20240001172661-24-003386
Q1 2431-Mar-2024483$30,010,190,91813F-HR14-May-20240001172661-24-002312
Q4 2331-Dec-2023478$28,097,106,07713F-HR14-Feb-20240001172661-24-001127
Q3 2330-Sep-2023478$26,363,710,94413F-HR13-Nov-20230001172661-23-003802
Q2 2330-Jun-2023487$26,941,114,37513F-HR11-Aug-20230001172661-23-002944
Q1 2331-Mar-2023489$25,934,653,46713F-HR15-May-20230001172661-23-002275
Q4 2231-Dec-2022488$26,054,291,95813F-HR14-Feb-20230001172661-23-001269
Q3 2230-Sep-2022514$23,278,970,00013F-HR14-Nov-20220001172661-22-002569
Q2 2230-Jun-2022491$25,139,091,00013F-HR12-Aug-20220001172661-22-001827
Q1 2231-Mar-2022486$31,399,361,00013F-HR13-May-20220001812046-22-000066
Q4 2131-Dec-2021489$31,794,630,00013F-HR11-Feb-20220001812046-22-000035
Q3 2130-Sep-2021475$31,299,831,00013F-HR12-Nov-20210001812046-21-000110
Q2 2130-Jun-2021468$32,804,940,00013F-HR13-Aug-20210001812046-21-000083
Q1 2131-Mar-2021466$32,810,618,00013F-HR14-May-20210001085146-21-001662
Q4 2031-Dec-2020468$28,573,181,00013F-HR16-Feb-20210001085146-21-000901
Q3 2030-Sep-2020448$22,024,769,00013F-HR13-Nov-20200001085146-20-002911
Q2 2030-Jun-2020453$21,507,613,00013F-HR13-Aug-20200001085146-20-002169
Q1 2031-Mar-2020454$17,790,022,00013F-HR14-May-20200001085146-20-001487
Q4 1931-Dec-2019463$28,796,667,00013F-HR13-Feb-20200001085146-20-000660
Q3 1930-Sep-2019454$24,817,542,00013F-HR13-Nov-20190001085146-19-002874
Q2 1930-Jun-2019459$26,125,898,00013F-HR14-Aug-20190001085146-19-002325
Q1 1931-Mar-2019474$25,508,048,00013F-HR/A16-May-20190001085146-19-001683
Q1 1931-Mar-2019470$24,976,603,00013F-HR14-May-20190001085146-19-001558
Q4 1831-Dec-2018475$22,677,936,00013F-HR13-Feb-20190001085146-19-000644
Q3 1830-Sep-2018478$27,862,389,00013F-HR14-Nov-20180001085146-18-002701
Q2 1830-Jun-2018481$26,513,689,00013F-HR13-Aug-20180001085146-18-002001
Q1 1831-Mar-2018468$25,259,606,00013F-HR15-May-20180001085146-18-001459
Q4 1731-Dec-2017470$26,477,670,00013F-HR13-Feb-20180001085146-18-000596
Q4 1631-Dec-2016182$24,821,43413F-HR13-Feb-20170001085146-17-000532
Q2 1630-Jun-2016183$23,400,31313F-HR12-Aug-20160001085146-16-004269
Q1 1631-Mar-2016177$23,797,72713F-HR13-May-20160001085146-16-003722
Q4 1531-Dec-2015186$24,649,44013F-HR16-Feb-20160001085146-16-003183