HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
•CIK: 1164833•Filing: Q4 2025
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, led by the seasoned duo of John A. Hotchkis and Robert M. Wiley, manages $33.5 billion with a focus on value-oriented, long-term investments. Recently, the fund has made notable shifts by adding positions in Mondelez and SJM, while significantly cutting stakes in CMA and NTRS, reflecting a strategic pivot towards consumer staples and healthcare sectors.
Total AUM
$33.4B
+ $64.6M in options
QoQ Performance
+3.6%
Positions
459
+ 3 options
Top 10 Concentration
30.1%
Latest Filing
Q4 2025
Top Holdings Allocation
WDAY4.3%
FFIV4.2%
TRVC2.7%
ERIC2.7%
AIG2.6%
APA2.6%
GM2.5%
CMCSA2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.6%
Healthcare5.3%
Technology3.8%
Industrial3.6%
Financial2.7%
Communication2.6%
Utilities2.2%
Consumer Staples2.2%
🚪 Exited Positionssold since Q3 2025
+268 more exited positions
Changes from Q3 2025
NEW3 new positions
↑85 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023