HOTCHKIS & WILEY's LOB Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 249,719 shares of Live Oak Bancshares, Inc. (LOB) worth $8.26 M, representing 0.03% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in LOB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 209,310 shares. Largest reduction occurred in Q4 2020, reducing 134,190 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Live Oak Bancshares (LOB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Live Oak Bancshares (LOB) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -121,140 | Reduce 32.66% | 249,719 | $33.07 |
| Q4 2025 | -10 | Reduce 0.00% | 370,859 | $34.35 |
| Q3 2025 | +46,521 | Add 14.34% | 370,869 | $35.22 |
| Q2 2025 | +166,750 | Add 105.81% | 324,348 | $29.80 |
| Q1 2025 | -1,860 | Reduce 1.17% | 157,598 | $26.66 |
| Q4 2024 | +8,550 | Add 5.67% | 159,458 | $39.55 |
| Q3 2024 | -26,000 | Reduce 14.70% | 150,908 | $47.37 |
| Q2 2024 | +17,320 | Add 10.85% | 176,908 | $35.06 |
| Q1 2024 | -70,630 | Reduce 30.68% | 159,588 | $41.51 |
| Q4 2023 | -53,330 | Reduce 18.81% | 230,218 | $45.50 |
| Q3 2023 | -33,160 | Reduce 10.47% | 283,548 | $28.95 |
| Q2 2023 | +59,650 | Add 23.20% | 316,708 | $26.31 |
| Q1 2023 | +40,818 | Add 18.88% | 257,058 | $24.37 |
| Q4 2022 | +25,550 | Add 13.40% | 216,240 | $30.20 |
| Q3 2022 | +190,690 | New Buy | 190,690 | $30.60 |
| Q3 2021 | -129,458 | Sold Out | 0 | $0.00 |
| Q2 2021 | +15,710 | Add 13.81% | 129,458 | $59.00 |
| Q1 2021 | +7,295 | Add 6.85% | 113,748 | $68.49 |
| Q4 2020 | -134,190 | Reduce 55.76% | 106,453 | $47.46 |
| Q3 2020 | -113,830 | Reduce 32.11% | 240,643 | $25.33 |
| Q2 2020 | -25,810 | Reduce 6.79% | 354,473 | $14.51 |
| Q1 2020 | +7,660 | Add 2.06% | 380,283 | $12.47 |
| Q4 2019 | +81,170 | Add 27.85% | 372,623 | $19.01 |
| Q3 2019 | -37,330 | Reduce 11.35% | 291,453 | $18.10 |
| Q2 2019 | -21,760 | Reduce 6.21% | 328,783 | $17.15 |
| Q1 2019 | +209,310 | Add 148.20% | 350,543 | $14.61 |
| Q4 2018 | +60,046 | Add 73.96% | 141,233 | $14.81 |
| Q3 2018 | +22,224 | Add 37.69% | 81,187 | $26.80 |
| Q2 2018 | +7,284 | Add 14.09% | 58,963 | $30.65 |
| Q1 2018 | -122 | Reduce 0.24% | 51,679 | $27.81 |
| Q4 2017 | +51,801 | New Buy | 51,801 | $23.84 |
HOTCHKIS & WILEY's Live Oak Bancshares Investment FAQs
HOTCHKIS & WILEY first purchased Live Oak Bancshares, Inc. (LOB) in Q4 2017, acquiring 51,801 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 Live Oak Bancshares, Inc. (LOB) for 31 quarters since Q4 2017.
HOTCHKIS & WILEY's largest addition to Live Oak Bancshares, Inc. (LOB) was in Q1 2019, adding 350,543 shares worth $5.12 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 249,719 shares of Live Oak Bancshares, Inc. (LOB), valued at approximately $8.26 M.
As of the Q1 2026 filing, Live Oak Bancshares, Inc. (LOB) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Live Oak Bancshares, Inc. (LOB) was 380,283 shares, as reported at the end of Q1 2020.