HOTCHKIS & WILEY's BRY Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 3.37 M shares of Berry Corporation (BRY) worth $12.73 M, representing 0.04% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in BRY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1.52 M shares. Largest reduction occurred in Q3 2024, reducing 3.01 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Berry Corporation (BRY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Berry Corporation (BRY) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +852,700 | New Buy | 852,700 | $17.62 |
| Q4 2018 | -13,000 | Reduce 1.52% | 839,700 | $8.75 |
| Q1 2019 | +485,270 | Add 57.79% | 1.32 M | $11.54 |
| Q2 2019 | +38,550 | Add 2.91% | 1.36 M | $10.60 |
| Q3 2019 | +90,690 | Add 6.65% | 1.45 M | $9.36 |
| Q4 2019 | +178,490 | Add 12.27% | 1.63 M | $9.43 |
| Q1 2020 | +129,230 | Add 7.92% | 1.76 M | $2.41 |
| Q2 2020 | -379,340 | Reduce 21.53% | 1.38 M | $4.83 |
| Q3 2020 | +209,800 | Add 15.17% | 1.59 M | $3.17 |
| Q4 2020 | +210,570 | Add 13.22% | 1.8 M | $3.68 |
| Q1 2021 | -137,260 | Reduce 7.61% | 1.67 M | $5.51 |
| Q2 2021 | +154,260 | Add 9.26% | 1.82 M | $6.72 |
| Q3 2021 | +199,200 | Add 10.95% | 2.02 M | $7.21 |
| Q4 2021 | +1.44 M | Add 71.56% | 3.46 M | $8.42 |
| Q1 2022 | +1.52 M | Add 43.81% | 4.98 M | $10.32 |
| Q2 2022 | +742,150 | Add 14.90% | 5.72 M | $7.62 |
| Q3 2022 | +1.49 M | Add 26.01% | 7.21 M | $7.50 |
| Q4 2022 | +972,470 | Add 13.48% | 8.19 M | $8.00 |
| Q1 2023 | +396,600 | Add 4.85% | 8.58 M | $7.85 |
| Q2 2023 | +109,410 | Add 1.27% | 8.69 M | $6.88 |
| Q3 2023 | -654,650 | Reduce 7.53% | 8.04 M | $8.20 |
| Q4 2023 | -92,450 | Reduce 1.15% | 7.94 M | $7.03 |
| Q1 2024 | -260,550 | Reduce 3.28% | 7.68 M | $8.05 |
| Q2 2024 | -1.34 M | Reduce 17.48% | 6.34 M | $6.46 |
| Q3 2024 | -3.01 M | Reduce 47.41% | 3.33 M | $5.14 |
| Q4 2024 | -3.33 M | Sold Out | 3.33 M | $0.00 |
| Q2 2025 | +1.94 M | New Buy | 1.94 M | $2.77 |
| Q3 2025 | +1.43 M | Add 73.71% | 3.37 M | $3.78 |
HOTCHKIS & WILEY's Berry Corporation Investment FAQs
HOTCHKIS & WILEY first purchased Berry Corporation (BRY) in Q3 2018, acquiring 852,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Berry Corporation (BRY) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to Berry Corporation (BRY) was in Q2 2025, adding 1,939,140 shares worth $5.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 3,368,530 shares of Berry Corporation (BRY), valued at approximately $12.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Berry Corporation (BRY) represents approximately 0.04% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in Berry Corporation (BRY) was 8,691,200 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.