WESTWOOD HOLDINGS GROUP INC
•CIK: 1165002•Filing: Q4 2025
Westwood Holdings Group Inc., managed by the seasoned team of John A. Arnold and David M. Herro, maintains a concentrated portfolio with 482 positions and $12.3 billion in assets under management. Notably, the fund has recently made significant additions to MRK and DELL, up 2476% and 1118% respectively, while exiting positions in SM and BLD, reflecting a strategic focus on high-conviction, value-oriented investments.
Total AUM
$12.2B
QoQ Performance
-14.4%
Positions
389
Top 10 Concentration
15.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA2.4%
WMB2.1%
KMI1.9%
LNG1.2%
TRGP1.2%
MSFT1.2%
AAPL1.1%
AMZN1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.4%
Technology7.6%
Healthcare3.1%
Consumer3.0%
Financial2.8%
Energy1.3%
Industrial1.2%
ETF1.0%
🚪 Exited Positionssold since Q3 2025
+286 more exited positions
Changes from Q3 2025
NEW15 new positions
↑68 increased
↓116 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022