Hotchkis and Wiley Capital Management as of Dec. 31, 2011
Portfolio Holdings for Hotchkis and Wiley Capital Management
Hotchkis and Wiley Capital Management holds 160 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.7 | $566M | 17M | 33.25 | |
| Allstate Corporation (ALL) | 3.7 | $566M | 21M | 27.41 | |
| Hewlett-Packard Company | 3.7 | $562M | 22M | 25.76 | |
| Wells Fargo & Company (WFC) | 3.5 | $526M | 19M | 27.56 | |
| Royal Dutch Shell | 2.9 | $444M | 5.8M | 76.01 | |
| Ca | 2.7 | $413M | 20M | 20.22 | |
| ConocoPhillips (COP) | 2.6 | $401M | 5.5M | 72.87 | |
| Gap (GAP) | 2.6 | $395M | 21M | 18.55 | |
| Lockheed Martin Corporation (LMT) | 2.6 | $393M | 4.9M | 80.90 | |
| Exelon Corporation (EXC) | 2.6 | $394M | 9.1M | 43.37 | |
| Vodafone | 2.5 | $384M | 14M | 28.03 | |
| Microsoft Corporation (MSFT) | 2.3 | $348M | 13M | 25.96 | |
| Public Service Enterprise (PEG) | 2.3 | $348M | 11M | 33.01 | |
| Comcast Corporation | 2.2 | $328M | 14M | 23.56 | |
| J.C. Penney Company | 2.0 | $308M | 8.7M | 35.15 | |
| Total (TTE) | 2.0 | $302M | 5.9M | 51.11 | |
| Citigroup (C) | 1.8 | $273M | 10M | 26.31 | |
| Paccar (PCAR) | 1.8 | $270M | 7.2M | 37.47 | |
| Wal-Mart Stores (WMT) | 1.7 | $253M | 4.2M | 59.76 | |
| Edison International (EIX) | 1.5 | $232M | 5.6M | 41.40 | |
| Bank of America Corporation (BAC) | 1.4 | $217M | 39M | 5.56 | |
| Magna Intl Inc cl a (MGA) | 1.4 | $214M | 6.4M | 33.31 | |
| PNC Financial Services (PNC) | 1.3 | $203M | 3.5M | 57.67 | |
| Xl Group | 1.3 | $201M | 10M | 19.77 | |
| Pfizer (PFE) | 1.3 | $197M | 9.1M | 21.64 | |
| Eli Lilly & Co. (LLY) | 1.2 | $188M | 4.5M | 41.56 | |
| Northrop Grumman Corporation (NOC) | 1.2 | $188M | 3.2M | 58.48 | |
| Cobalt Intl Energy | 1.2 | $184M | 12M | 15.52 | |
| Cummins (CMI) | 1.2 | $181M | 2.1M | 88.02 | |
| CVS Caremark Corporation (CVS) | 1.2 | $179M | 4.4M | 40.78 | |
| Capital One Financial (COF) | 1.1 | $174M | 4.1M | 42.29 | |
| MetLife (MET) | 1.1 | $172M | 5.5M | 31.18 | |
| Johnson & Johnson (JNJ) | 1.1 | $163M | 2.5M | 65.58 | |
| Johnson Controls | 1.1 | $164M | 5.2M | 31.26 | |
| Sanofi-Aventis SA (SNY) | 1.1 | $163M | 4.5M | 36.54 | |
| Suntrust Banks Inc $1.00 Par Cmn | 1.0 | $156M | 8.8M | 17.70 | |
| Corning Incorporated (GLW) | 1.0 | $155M | 12M | 12.98 | |
| Merck & Co (MRK) | 1.0 | $154M | 4.1M | 37.70 | |
| H&R Block (HRB) | 1.0 | $149M | 9.1M | 16.33 | |
| Oracle Corporation (ORCL) | 1.0 | $146M | 5.7M | 25.65 | |
| Valassis Communications | 0.9 | $142M | 7.4M | 19.23 | |
| Novartis (NVS) | 0.9 | $139M | 2.4M | 57.17 | |
| PPL Corporation (PPL) | 0.9 | $135M | 4.6M | 29.42 | |
| American International (AIG) | 0.9 | $133M | 5.7M | 23.20 | |
| Mi Devs Inc cl a sub vtg | 0.8 | $129M | 4.0M | 31.98 | |
| Huntington Ingalls Inds (HII) | 0.8 | $123M | 3.9M | 31.28 | |
| Safeway | 0.8 | $121M | 5.8M | 21.04 | |
| Interpublic Group of Companies (IPG) | 0.8 | $117M | 12M | 9.73 | |
| Con-way | 0.7 | $107M | 3.7M | 29.16 | |
| Te Connectivity Ltd for | 0.7 | $108M | 3.5M | 30.81 | |
| Key (KEY) | 0.7 | $106M | 14M | 7.69 | |
| FedEx Corporation (FDX) | 0.7 | $103M | 1.2M | 83.51 | |
| Regions Financial Corporation (RF) | 0.7 | $101M | 24M | 4.30 | |
| Manpower (MAN) | 0.7 | $100M | 2.8M | 35.75 | |
| Stone Energy Corporation | 0.7 | $99M | 3.7M | 26.38 | |
| Unum (UNM) | 0.6 | $95M | 4.5M | 21.07 | |
| Kraft Foods | 0.6 | $86M | 2.3M | 37.36 | |
| Fifth Third Ban (FITB) | 0.6 | $83M | 6.5M | 12.72 | |
| Arris | 0.5 | $81M | 7.4M | 10.82 | |
| General Motors Company (GM) | 0.5 | $81M | 4.0M | 20.27 | |
| Home Depot (HD) | 0.5 | $79M | 1.9M | 42.04 | |
| Great Plains Energy Incorporated | 0.5 | $79M | 3.6M | 21.78 | |
| Pepsi (PEP) | 0.5 | $71M | 1.1M | 66.35 | |
| CNO Financial (CNO) | 0.4 | $66M | 10M | 6.31 | |
| Time Warner Cable | 0.4 | $63M | 997k | 63.57 | |
| Carnival Corporation (CCL) | 0.4 | $58M | 1.8M | 32.64 | |
| ON Semiconductor (ON) | 0.4 | $57M | 7.3M | 7.72 | |
| Morgan Stanley (MS) | 0.3 | $52M | 3.4M | 15.13 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $52M | 889k | 58.06 | |
| Alliant Techsystems | 0.3 | $51M | 885k | 57.16 | |
| PHH Corporation | 0.3 | $48M | 4.4M | 10.70 | |
| Supervalu | 0.2 | $37M | 4.6M | 8.12 | |
| Harley-Davidson (HOG) | 0.2 | $36M | 921k | 38.87 | |
| Boeing Company (BA) | 0.2 | $33M | 451k | 73.35 | |
| Torchmark Corporation | 0.2 | $34M | 775k | 43.39 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $31M | 424k | 73.56 | |
| Global Indemnity | 0.2 | $32M | 1.6M | 19.83 | |
| Kosmos Energy | 0.2 | $31M | 2.6M | 12.26 | |
| PPG Industries (PPG) | 0.2 | $31M | 370k | 83.49 | |
| Quiksilver | 0.2 | $30M | 8.4M | 3.61 | |
| LifePoint Hospitals | 0.2 | $30M | 819k | 37.15 | |
| First Horizon National Corporation (FHN) | 0.2 | $31M | 3.9M | 8.00 | |
| Ingersoll-rand Co Ltd-cl A | 0.2 | $30M | 984k | 30.47 | |
| Covidien | 0.2 | $31M | 678k | 45.01 | |
| Prudential Financial (PRU) | 0.2 | $29M | 578k | 50.12 | |
| Symetra Finl Corp | 0.2 | $27M | 3.0M | 9.07 | |
| Rent-A-Center (UPBD) | 0.2 | $26M | 691k | 37.00 | |
| Synovus Financial | 0.2 | $24M | 17M | 1.41 | |
| Portland General Electric Company (POR) | 0.1 | $23M | 906k | 25.29 | |
| Hudson Highland | 0.1 | $23M | 4.8M | 4.79 | |
| Noranda Aluminum Holding Corporation | 0.1 | $22M | 2.7M | 8.25 | |
| Goodyear Tire & Rubber Company (GT) | 0.1 | $21M | 1.5M | 14.17 | |
| Terex Corporation (TEX) | 0.1 | $21M | 1.5M | 13.51 | |
| Horace Mann Educators Corporation (HMN) | 0.1 | $20M | 1.5M | 13.71 | |
| Miller Industries (MLR) | 0.1 | $19M | 1.2M | 15.73 | |
| Lexmark International | 0.1 | $19M | 560k | 33.07 | |
| Murphy Oil Corporation (MUR) | 0.1 | $18M | 317k | 55.74 | |
| Emcor (EME) | 0.1 | $17M | 628k | 26.81 | |
| Employers Holdings (EIG) | 0.1 | $13M | 738k | 18.09 | |
| Heidrick & Struggles International (HSII) | 0.1 | $14M | 634k | 21.54 | |
| Aeropostale | 0.1 | $12M | 778k | 15.25 | |
| PharMerica Corporation | 0.1 | $12M | 800k | 15.18 | |
| Webster Financial Corporation (WBS) | 0.1 | $12M | 594k | 20.39 | |
| CIRCOR International | 0.1 | $13M | 362k | 35.31 | |
| Jones Group | 0.1 | $13M | 1.2M | 10.55 | |
| Omnicare | 0.1 | $10M | 290k | 34.45 | |
| Honeywell International (HON) | 0.1 | $10M | 192k | 54.35 | |
| Westar Energy | 0.1 | $11M | 389k | 28.78 | |
| Associated Banc- (ASB) | 0.1 | $10M | 907k | 11.17 | |
| First Interstate Bancsystem (FIBK) | 0.1 | $10M | 797k | 13.03 | |
| Symantec Corporation | 0.1 | $8.6M | 553k | 15.65 | |
| Zimmer Holdings (ZBH) | 0.1 | $9.1M | 171k | 53.42 | |
| Overhill Farms | 0.1 | $9.7M | 2.6M | 3.71 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $8.7M | 565k | 15.37 | |
| International Business Machines (IBM) | 0.1 | $7.1M | 39k | 183.89 | |
| 99 Cents Only Stores | 0.1 | $8.2M | 371k | 21.95 | |
| CapLease | 0.1 | $7.6M | 1.9M | 4.04 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $5.9M | 70k | 84.76 | |
| Travelers Companies (TRV) | 0.0 | $5.4M | 91k | 59.17 | |
| Chevron Corporation (CVX) | 0.0 | $5.0M | 47k | 106.40 | |
| Ciber | 0.0 | $4.1M | 1.1M | 3.86 | |
| First Financial Holdings | 0.0 | $3.9M | 435k | 8.93 | |
| Citigroup Inc unit | 0.0 | $5.2M | 64k | 81.25 | |
| TCF Financial Corporation | 0.0 | $4.6M | 444k | 10.32 | |
| Symmetri | 0.0 | $4.6M | 861k | 5.39 | |
| Corrections Corporation of America | 0.0 | $4.9M | 242k | 20.37 | |
| Geo | 0.0 | $4.8M | 285k | 16.75 | |
| Arvinmeritor Inc frnt 4.000% 2/1 | 0.0 | $4.6M | 7.1M | 0.65 | |
| Meritor | 0.0 | $4.2M | 784k | 5.32 | |
| Goodyear Tire Rubr Pfd 5.875% p | 0.0 | $5.0M | 104k | 48.65 | |
| Hartford Finl Svcs Group Inc dep conv p | 0.0 | $2.6M | 141k | 18.78 | |
| Keycorp New pfd 7.75% sr a | 0.0 | $3.2M | 30k | 105.63 | |
| Tree | 0.0 | $2.7M | 480k | 5.59 | |
| Mueller Water Products (MWA) | 0.0 | $3.4M | 1.4M | 2.44 | |
| Celanese Corporation (CE) | 0.0 | $2.5M | 56k | 44.27 | |
| PetroQuest Energy | 0.0 | $2.6M | 390k | 6.60 | |
| Saia (SAIA) | 0.0 | $3.6M | 290k | 12.48 | |
| Hanover Insurance (THG) | 0.0 | $2.6M | 74k | 34.95 | |
| Comcast Corporation (CMCSA) | 0.0 | $1.4M | 58k | 23.71 | |
| Apache Corporation | 0.0 | $1.7M | 19k | 90.57 | |
| Global Payments (GPN) | 0.0 | $2.1M | 45k | 47.39 | |
| Furniture Brands International | 0.0 | $2.2M | 1.8M | 1.23 | |
| Philip Morris International (PM) | 0.0 | $1.1M | 14k | 78.48 | |
| Tyco International Ltd S hs | 0.0 | $1.9M | 40k | 46.72 | |
| Lowe's Companies (LOW) | 0.0 | $1.9M | 73k | 25.38 | |
| National Western Life Insurance Company | 0.0 | $2.1M | 16k | 136.13 | |
| Lakes Entertainment | 0.0 | $1.3M | 671k | 1.88 | |
| Home Federal Ban | 0.0 | $1.8M | 171k | 10.40 | |
| General Mtrs Co *w exp 07/10/201 | 0.0 | $853k | 73k | 11.73 | |
| Genworth Financial (GNW) | 0.0 | $318k | 49k | 6.56 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $283k | 14k | 19.93 | |
| KB Home (KBH) | 0.0 | $640k | 1.3k | 492.31 | |
| Verizon Communications (VZ) | 0.0 | $552k | 800.00 | 690.00 | |
| BB&T Corporation | 0.0 | $458k | 18k | 25.16 | |
| Nextera Energy (NEE) | 0.0 | $584k | 9.6k | 60.83 | |
| United States Steel Corporation | 0.0 | $662k | 300.00 | 2206.67 | |
| Trident Microsystems (TRID) | 0.0 | $2.0k | 12k | 0.17 | |
| Air T (AIRT) | 0.0 | $364k | 43k | 8.48 | |
| Diamond Hill Finl Trnds Fd I | 0.0 | $712k | 86k | 8.27 | |
| American Intl Group | 0.0 | $341k | 62k | 5.51 |