Hotchkis and Wiley Capital Management as of March 31, 2011
Portfolio Holdings for Hotchkis and Wiley Capital Management
Hotchkis and Wiley Capital Management holds 143 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.5 | $628M | 14M | 46.10 | |
| Hewlett-Packard Company | 3.5 | $626M | 15M | 40.97 | |
| Royal Dutch Shell | 3.5 | $620M | 8.5M | 73.24 | |
| ConocoPhillips (COP) | 3.3 | $588M | 7.4M | 79.86 | |
| Wells Fargo & Company (WFC) | 3.2 | $565M | 18M | 31.70 | |
| Ca | 3.0 | $543M | 22M | 24.18 | |
| Allstate Corporation (ALL) | 2.9 | $512M | 16M | 31.78 | |
| Exelon Corporation (EXC) | 2.9 | $510M | 12M | 41.24 | |
| Vodafone | 2.8 | $500M | 17M | 28.75 | |
| Lockheed Martin Corporation (LMT) | 2.7 | $481M | 6.0M | 80.40 | |
| J.C. Penney Company | 2.5 | $436M | 12M | 35.91 | |
| Bank of America Corporation (BAC) | 2.4 | $424M | 32M | 13.33 | |
| Citi | 2.2 | $392M | 89M | 4.42 | |
| Microsoft Corporation (MSFT) | 2.1 | $374M | 15M | 25.36 | |
| CVS Caremark Corporation (CVS) | 2.0 | $354M | 10M | 34.32 | |
| Gap (GAP) | 2.0 | $350M | 16M | 22.66 | |
| Xl Group | 1.9 | $340M | 14M | 24.60 | |
| Public Service Enterprise (PEG) | 1.9 | $330M | 11M | 31.51 | |
| Eli Lilly & Co. (LLY) | 1.8 | $326M | 9.3M | 35.17 | |
| Edison International (EIX) | 1.8 | $314M | 8.6M | 36.59 | |
| Genworth Financial (GNW) | 1.6 | $280M | 21M | 13.46 | |
| Celanese Corporation (CE) | 1.6 | $278M | 6.3M | 44.37 | |
| Novartis (NVS) | 1.6 | $276M | 5.1M | 54.35 | |
| Comcast Corporation | 1.5 | $269M | 12M | 23.22 | |
| Safeway | 1.5 | $266M | 11M | 23.54 | |
| PNC Financial Services (PNC) | 1.4 | $255M | 4.0M | 62.99 | |
| Wal-Mart Stores (WMT) | 1.4 | $251M | 4.8M | 52.05 | |
| MetLife (MET) | 1.3 | $229M | 5.1M | 44.73 | |
| Capital One Financial (COF) | 1.3 | $226M | 4.4M | 51.96 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $224M | 3.6M | 62.71 | |
| Valassis Communications | 1.2 | $210M | 7.2M | 29.14 | |
| International Business Machines (IBM) | 1.1 | $205M | 1.3M | 163.07 | |
| Merck & Co (MRK) | 1.1 | $203M | 6.1M | 33.01 | |
| Total (TTE) | 1.1 | $200M | 3.3M | 60.97 | |
| Pfizer (PFE) | 1.1 | $189M | 9.3M | 20.31 | |
| Paccar (PCAR) | 1.1 | $188M | 3.6M | 52.35 | |
| Home Depot (HD) | 1.0 | $185M | 5.0M | 37.06 | |
| Con-way | 0.9 | $166M | 4.2M | 39.29 | |
| Johnson & Johnson (JNJ) | 0.9 | $161M | 2.7M | 59.25 | |
| Mi Devs Inc cl a sub vtg | 0.8 | $144M | 5.0M | 28.98 | |
| Tyco International Ltd S hs | 0.8 | $142M | 3.2M | 44.77 | |
| Stone Energy Corporation | 0.8 | $141M | 4.2M | 33.37 | |
| Regions Financial Corporation (RF) | 0.7 | $129M | 18M | 7.26 | |
| Philip Morris International (PM) | 0.7 | $129M | 2.0M | 65.63 | |
| Jones Group | 0.7 | $125M | 9.1M | 13.75 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.7 | $122M | 4.2M | 28.84 | |
| Great Plains Energy Incorporated | 0.7 | $121M | 6.0M | 20.02 | |
| Kraft Foods | 0.7 | $115M | 3.7M | 31.36 | |
| Cobalt Intl Energy | 0.6 | $113M | 6.7M | 16.81 | |
| Kinetic Concepts | 0.6 | $105M | 1.9M | 54.42 | |
| Key (KEY) | 0.6 | $103M | 12M | 8.88 | |
| FedEx Corporation (FDX) | 0.6 | $100M | 1.1M | 93.55 | |
| PPL Corporation (PPL) | 0.6 | $99M | 3.9M | 25.30 | |
| Harley-Davidson (HOG) | 0.5 | $91M | 2.1M | 42.49 | |
| Goodyear Tire & Rubber Company (GT) | 0.5 | $91M | 6.0M | 14.98 | |
| CNO Financial (CNO) | 0.5 | $91M | 12M | 7.51 | |
| Portland General Electric Company (POR) | 0.5 | $89M | 3.7M | 23.77 | |
| Hartford Financial Services (HIG) | 0.5 | $81M | 3.0M | 26.93 | |
| Unum (UNM) | 0.4 | $78M | 3.0M | 26.25 | |
| PHH Corporation | 0.4 | $77M | 3.5M | 21.77 | |
| Rent-A-Center (UPBD) | 0.4 | $77M | 2.2M | 34.91 | |
| Oracle Corporation (ORCL) | 0.4 | $73M | 2.2M | 33.37 | |
| Time Warner Cable | 0.4 | $72M | 1.0M | 71.34 | |
| Johnson Controls | 0.4 | $71M | 1.7M | 41.57 | |
| Pepsi (PEP) | 0.4 | $72M | 1.1M | 64.41 | |
| Manpower (MAN) | 0.4 | $72M | 1.1M | 62.88 | |
| Arris | 0.4 | $71M | 5.6M | 12.74 | |
| PPG Industries (PPG) | 0.4 | $69M | 729k | 95.21 | |
| Alliant Techsystems | 0.4 | $67M | 950k | 70.67 | |
| Interpublic Group of Companies (IPG) | 0.4 | $64M | 5.1M | 12.57 | |
| Supervalu | 0.3 | $60M | 6.7M | 8.93 | |
| General Motors Company (GM) | 0.3 | $61M | 2.0M | 31.03 | |
| Chevron Corporation (CVX) | 0.3 | $58M | 543k | 107.43 | |
| Discover Financial Services | 0.3 | $57M | 2.4M | 24.12 | |
| Prudential Financial (PRU) | 0.3 | $55M | 891k | 61.58 | |
| Noranda Aluminum Holding Corporation | 0.3 | $54M | 3.3M | 16.05 | |
| Cummins (CMI) | 0.3 | $51M | 465k | 109.62 | |
| Magna Intl Inc cl a (MGA) | 0.3 | $52M | 1.1M | 47.91 | |
| LifePoint Hospitals | 0.2 | $43M | 1.1M | 40.18 | |
| ON Semiconductor (ON) | 0.2 | $40M | 4.1M | 9.87 | |
| Symetra Finl Corp | 0.2 | $42M | 3.1M | 13.60 | |
| Boeing Company (BA) | 0.2 | $39M | 526k | 73.93 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $36M | 548k | 65.27 | |
| First Horizon National Corporation (FHN) | 0.2 | $35M | 3.1M | 11.21 | |
| Global Indemnity | 0.2 | $36M | 1.6M | 21.98 | |
| Terex Corporation (TEX) | 0.2 | $32M | 853k | 37.04 | |
| Hudson Highland | 0.2 | $31M | 4.8M | 6.50 | |
| Miller Industries (MLR) | 0.2 | $29M | 1.8M | 16.24 | |
| Synovus Financial | 0.1 | $25M | 10M | 2.40 | |
| National Semiconductor Corporation | 0.1 | $24M | 1.7M | 14.34 | |
| Fifth Third Ban (FITB) | 0.1 | $24M | 1.7M | 13.88 | |
| Emcor (EME) | 0.1 | $22M | 707k | 30.97 | |
| Quiksilver | 0.1 | $22M | 4.9M | 4.42 | |
| Novell | 0.1 | $21M | 3.5M | 5.93 | |
| Murphy Oil Corporation (MUR) | 0.1 | $20M | 278k | 73.42 | |
| Webster Financial Corporation (WBS) | 0.1 | $20M | 915k | 21.43 | |
| Heidrick & Struggles International (HSII) | 0.1 | $20M | 718k | 27.83 | |
| Tesoro Corporation | 0.1 | $19M | 695k | 26.83 | |
| Honeywell International (HON) | 0.1 | $15M | 254k | 59.71 | |
| Westar Energy | 0.1 | $17M | 634k | 26.42 | |
| Employers Holdings (EIG) | 0.1 | $16M | 759k | 20.66 | |
| Ness Technologies | 0.1 | $15M | 2.4M | 6.40 | |
| Overhill Farms | 0.1 | $17M | 2.7M | 6.09 | |
| CIRCOR International | 0.1 | $14M | 302k | 47.02 | |
| Associated Banc- (ASB) | 0.1 | $14M | 933k | 14.85 | |
| Global Payments (GPN) | 0.1 | $12M | 238k | 48.92 | |
| Symantec Corporation | 0.1 | $13M | 704k | 18.54 | |
| Hanover Insurance (THG) | 0.1 | $12M | 258k | 45.25 | |
| Furniture Brands International | 0.1 | $11M | 2.3M | 4.55 | |
| CapLease | 0.1 | $11M | 1.9M | 5.48 | |
| Universal Stainless & Alloy Products (USAP) | 0.1 | $10M | 304k | 33.73 | |
| First Interstate Bancsystem (FIBK) | 0.1 | $11M | 826k | 13.60 | |
| Ciber | 0.0 | $7.4M | 1.1M | 6.70 | |
| Zimmer Holdings (ZBH) | 0.0 | $6.5M | 107k | 60.53 | |
| Bristow | 0.0 | $7.6M | 160k | 47.30 | |
| Hartford Finl Svcs Group Inc dep conv p | 0.0 | $4.9M | 186k | 26.08 | |
| Acxiom Corporation | 0.0 | $6.0M | 415k | 14.35 | |
| Marathon Oil Corporation (MRO) | 0.0 | $5.4M | 102k | 53.31 | |
| Keycorp New pfd 7.75% sr a | 0.0 | $3.4M | 30k | 112.38 | |
| Tree | 0.0 | $2.8M | 468k | 5.90 | |
| 99 Cents Only Stores | 0.0 | $3.6M | 185k | 19.60 | |
| First Financial Holdings | 0.0 | $3.5M | 312k | 11.31 | |
| Citigroup Inc unit | 0.0 | $3.5M | 28k | 126.49 | |
| Kaiser Aluminum (KALU) | 0.0 | $3.5M | 70k | 49.25 | |
| PetroQuest Energy | 0.0 | $3.8M | 405k | 9.36 | |
| Saia (SAIA) | 0.0 | $4.0M | 246k | 16.39 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $4.4M | 59k | 75.38 | |
| Ppl Corp unit 99/99/9999 | 0.0 | $3.2M | 61k | 53.24 | |
| Arvinmeritor Inc frnt 4.000% 2/1 | 0.0 | $3.6M | 3.7M | 0.99 | |
| Accuride Corporation | 0.0 | $3.6M | 257k | 13.89 | |
| Travelers Companies (TRV) | 0.0 | $2.3M | 39k | 59.49 | |
| Jack in the Box (JACK) | 0.0 | $2.0M | 87k | 22.69 | |
| Wilmington Trust Corporation | 0.0 | $1.3M | 298k | 4.52 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $1.7M | 20k | 84.17 | |
| Walter Investment Management | 0.0 | $1.5M | 90k | 16.14 | |
| Lakes Entertainment | 0.0 | $1.8M | 684k | 2.70 | |
| Home Federal Ban | 0.0 | $2.0M | 171k | 11.78 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $547k | 6.5k | 84.15 | |
| Nextera Energy (NEE) | 0.0 | $529k | 9.6k | 55.10 | |
| Primerica (PRI) | 0.0 | $222k | 8.7k | 25.52 | |
| Territorial Ban (TBNK) | 0.0 | $328k | 17k | 19.90 | |
| Air T (AIRT) | 0.0 | $407k | 43k | 9.49 | |
| Diamond Hill Finl Trnds Fd I | 0.0 | $856k | 86k | 9.94 |