S&P 500: 682.06 +0.3%
NASDAQ: 629.07 +0.5%
DOW: 475.67 +0.1%
$30.83 B
AUM
472
Holdings
2025 Q2
Latest Quarter
9.14%
Turnover

About HOTCHKIS & WILEY

Hotchkis & Wiley Capital Management is a Los Angeles-based investment management firm known for its disciplined value investing strategies. Founded in 1980 by John Hotchkis and George Wiley, the firm serves institutional and individual investors. They have built a long-standing reputation for adhering strictly to value principles, even during periods when growth investing is in favor.

HOTCHKIS & WILEY Top Holdings of 2025-06-30

Ticker Name Shares Value % of Portfolio Time Held % Change
5.23 M $1.54 B 4.99% 4.5 Years -2.94%
3.96 M $950.42 M 3.08% 3 Years +13.83%
C
10.85 M $923.27 M 2.99% >10 Years -14.30%
97.03 M $822.81 M 2.67% >10 Years -10.30%
20.95 M $747.85 M 2.43% 10 Years +6.62%
WFC
9.04 M $724.39 M 2.35% >10 Years -7.94%
AIG
8.41 M $719.75 M 2.33% >10 Years -7.73%
D
11.73 M $662.75 M 2.15% 1 Years +10.13%
APA
36.04 M $659.22 M 2.14% 4.2 Years -1.09%
GM
12.77 M $628.54 M 2.04% >10 Years -0.39%

Recent Moves

Significant New Position
+694,370 Shares | +$216.62 M Value
Continues to build a major stake in the Healthcare sector
2025 Q2
Added to Core Holding
+4.2 M Shares | +$302.24 M Value
Largest position increase in Communication Services sector
2025 Q2
Reduced Exposure to Position
-3.23 M Shares | -$294.65 M Value
Significant reduction in holdings of Financials
2025 Q2
Complete Exit
-16,986 Shares | -$78.25 M Value
Cleared BKNG, sector remains in portfolio
2025 Q2

HOTCHKIS & WILEY's Historical Top Holdings Breakdown

Portfolio Date:

HOTCHKIS & WILEY Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
OMC
06/30/2025 Add 436.8% 5.16 M 4.2 M $302.24 M
BK
06/30/2025 Reduce -96.3% 125,970 -3.23 M $294.65 M
PPG
06/30/2025 Add 193.4% 3.41 M 2.25 M $255.74 M
UNH
06/30/2025 New Buy 694,370 694,370 $216.62 M
STZ
06/30/2025 New Buy 1.31 M 1.31 M $213.58 M
FIS
06/30/2025 Reduce -37.8% 4.14 M -2.52 M $205.29 M
MU
06/30/2025 Reduce -98.2% 28,200 -1.51 M $185.75 M
RTX
06/30/2025 Reduce -66.1% 596,691 -1.16 M $169.87 M
SLB
06/30/2025 Add 79.7% 10.77 M 4.78 M $161.45 M
C
06/30/2025 Reduce -14.3% 10.85 M -1.81 M $154.1 M

HOTCHKIS & WILEY's Sector Breakdowns

Portfolio Date: