MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Hotchkis and Wiley (HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC ) |
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Hotchkis and Wiley has focused exclusively on finding and owning undervalued companies. As of January 2007, they managed over $33 billion in domestic value equity assets for institutional and mutual fund investors. Their Large Cap Value Fund returned 10.57% annually since founded in 1987. The mid cap Value fund gained 14.74% annually since incepted in 1997. The Small Cap Value Fund averaged 12.26% since incepted in 1985.
Hotchkis and Wiley Latest Top 20 Portfolio Holdings: (Filing Date: 2021-05-14) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2021-03-31 |
No of Shares |
% of portfolio |
AMERICAN INTL GROUP INC (COM NEW) |
AIG |
1,424,382,000 |
30,824,115 |
4.34% |
WELLS FARGO CO NEW (COM) |
WFC |
1,399,423,000 |
35,818,364 |
4.26% |
CITIGROUP INC (COM NEW) |
C |
1,393,959,000 |
19,160,947 |
4.24% |
GENERAL ELECTRIC CO (COM) |
GE |
1,266,464,000 |
96,455,768 |
3.85% |
ANTHEM INC (COM) |
ANTM |
936,371,000 |
2,608,638 |
2.85% |
GENERAL MTRS CO (COM) |
GM |
862,948,000 |
15,018,242 |
2.63% |
GOLDMAN SACHS GROUP INC (COM) |
GS |
724,929,000 |
2,216,909 |
2.20% |
BK OF AMERICA CORP (COM) |
BAC |
711,229,000 |
18,382,754 |
2.16% |
MAGNA INTL INC (COM) |
MGA |
696,065,000 |
7,906,237 |
2.12% |
HESS CORP (COM) |
HES |
667,713,000 |
9,436,303 |
2.03% |
ORACLE CORP (COM) |
ORCL |
642,204,000 |
9,152,111 |
1.95% |
MARATHON OIL CORP (COM) |
MRO |
632,576,000 |
59,229,961 |
1.92% |
CNH INDL N V (SHS) |
CNHI |
612,727,000 |
39,176,914 |
1.86% |
PPL CORP (COM) |
PPL |
593,520,000 |
20,579,754 |
1.80% |
MICROSOFT CORP (COM) |
MSFT |
591,047,000 |
2,506,881 |
1.80% |
F5 NETWORKS INC (COM) |
FFIV |
570,027,000 |
2,732,370 |
1.73% |
CUMMINS INC (COM) |
CMI |
525,528,000 |
2,028,205 |
1.60% |
DISCOVERY INC (COM SER C) |
DISCK |
517,837,000 |
14,037,335 |
1.57% |
FEDEX CORP (COM) |
FDX |
516,447,000 |
1,818,219 |
1.57% |
VODAFONE GROUP PLC NEW (SPONSORED ADR) |
VOD |
472,733,000 |
25,650,216 |
1.44% |
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Investing Just Like Hotchkis and Wiley
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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