Hotchkis and Wiley Capital Management as of June 30, 2011
Portfolio Holdings for Hotchkis and Wiley Capital Management
Hotchkis and Wiley Capital Management holds 152 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 3.9 | $667M | 18M | 36.40 | |
| Royal Dutch Shell | 3.5 | $595M | 8.3M | 71.75 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $574M | 14M | 40.94 | |
| Wells Fargo & Company (WFC) | 3.3 | $564M | 20M | 28.06 | |
| ConocoPhillips (COP) | 3.2 | $550M | 7.3M | 75.19 | |
| Ca | 3.0 | $515M | 23M | 22.84 | |
| Exelon Corporation (EXC) | 2.9 | $490M | 11M | 42.84 | |
| Allstate Corporation (ALL) | 2.9 | $489M | 16M | 30.53 | |
| Vodafone | 2.8 | $467M | 18M | 26.72 | |
| Lockheed Martin Corporation (LMT) | 2.7 | $462M | 5.7M | 80.97 | |
| Bank of America Corporation (BAC) | 2.6 | $436M | 40M | 10.96 | |
| Citigroup (C) | 2.5 | $422M | 10M | 41.64 | |
| Microsoft Corporation (MSFT) | 2.3 | $396M | 15M | 26.00 | |
| J.C. Penney Company | 2.2 | $371M | 11M | 34.54 | |
| Public Service Enterprise (PEG) | 2.0 | $348M | 11M | 32.64 | |
| Comcast Corporation | 1.9 | $325M | 13M | 24.23 | |
| Te Connectivity Ltd for | 1.8 | $306M | 8.3M | 36.76 | |
| Eli Lilly & Co. (LLY) | 1.7 | $296M | 7.9M | 37.53 | |
| CVS Caremark Corporation (CVS) | 1.7 | $290M | 7.7M | 37.58 | |
| Edison International (EIX) | 1.6 | $280M | 7.2M | 38.75 | |
| Gap (GAP) | 1.5 | $255M | 14M | 18.10 | |
| Genworth Financial (GNW) | 1.5 | $251M | 24M | 10.28 | |
| Wal-Mart Stores (WMT) | 1.4 | $245M | 4.6M | 53.14 | |
| Xl Group | 1.4 | $239M | 11M | 21.98 | |
| Northrop Grumman Corporation (NOC) | 1.4 | $237M | 3.4M | 69.35 | |
| MetLife (MET) | 1.2 | $210M | 4.8M | 43.87 | |
| Novartis (NVS) | 1.2 | $207M | 3.4M | 61.11 | |
| Valassis Communications | 1.2 | $205M | 6.8M | 30.30 | |
| Magna Intl Inc cl a (MGA) | 1.2 | $205M | 3.8M | 54.04 | |
| Safeway | 1.1 | $195M | 8.3M | 23.37 | |
| PPL Corporation (PPL) | 1.1 | $193M | 6.9M | 27.83 | |
| PNC Financial Services (PNC) | 1.1 | $189M | 3.2M | 59.61 | |
| Total (TTE) | 1.1 | $187M | 3.2M | 57.84 | |
| Paccar (PCAR) | 1.1 | $186M | 3.6M | 51.09 | |
| Home Depot (HD) | 1.0 | $177M | 4.9M | 36.22 | |
| Pfizer (PFE) | 1.0 | $176M | 8.6M | 20.60 | |
| Capital One Financial (COF) | 1.0 | $167M | 3.2M | 51.67 | |
| Johnson & Johnson (JNJ) | 1.0 | $163M | 2.4M | 66.52 | |
| Cobalt Intl Energy | 0.9 | $158M | 12M | 13.63 | |
| Tyco International Ltd S hs | 0.8 | $134M | 2.7M | 49.43 | |
| Celanese Corporation (CE) | 0.8 | $135M | 2.5M | 53.31 | |
| Con-way | 0.8 | $133M | 3.4M | 38.81 | |
| Huntington Ingalls Inds (HII) | 0.8 | $128M | 3.7M | 34.50 | |
| Mi Devs Inc cl a sub vtg | 0.7 | $125M | 4.1M | 30.43 | |
| Kraft Foods | 0.7 | $119M | 3.4M | 35.23 | |
| Merck & Co (MRK) | 0.7 | $119M | 3.4M | 35.29 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.7 | $117M | 4.5M | 25.80 | |
| American International (AIG) | 0.7 | $117M | 4.0M | 29.32 | |
| Stone Energy Corporation | 0.7 | $115M | 3.8M | 30.39 | |
| Regions Financial Corporation (RF) | 0.7 | $112M | 18M | 6.20 | |
| International Business Machines (IBM) | 0.6 | $110M | 638k | 171.55 | |
| Great Plains Energy Incorporated | 0.6 | $102M | 4.9M | 20.73 | |
| Arris | 0.6 | $96M | 8.3M | 11.61 | |
| FedEx Corporation (FDX) | 0.6 | $95M | 1.0M | 94.85 | |
| Key (KEY) | 0.6 | $94M | 11M | 8.33 | |
| Harley-Davidson (HOG) | 0.5 | $91M | 2.2M | 40.97 | |
| CNO Financial (CNO) | 0.5 | $85M | 11M | 7.91 | |
| Quest Diagnostics Incorporated (DGX) | 0.5 | $82M | 1.4M | 59.10 | |
| Interpublic Group of Companies (IPG) | 0.5 | $78M | 6.2M | 12.50 | |
| Time Warner Cable | 0.4 | $75M | 957k | 78.04 | |
| PHH Corporation | 0.4 | $73M | 3.6M | 20.52 | |
| General Motors Company (GM) | 0.4 | $73M | 2.4M | 30.36 | |
| Pepsi (PEP) | 0.4 | $72M | 1.0M | 70.43 | |
| Oracle Corporation (ORCL) | 0.4 | $71M | 2.1M | 32.91 | |
| Hartford Financial Services (HIG) | 0.4 | $70M | 2.7M | 26.37 | |
| Johnson Controls | 0.4 | $68M | 1.6M | 41.66 | |
| Unum (UNM) | 0.4 | $66M | 2.6M | 25.48 | |
| Jones Group | 0.4 | $65M | 6.0M | 10.85 | |
| Alliant Techsystems | 0.4 | $64M | 890k | 71.33 | |
| Rent-A-Center (UPBD) | 0.3 | $60M | 2.0M | 30.56 | |
| Goodyear Tire & Rubber Company (GT) | 0.3 | $59M | 3.5M | 16.77 | |
| Manpower (MAN) | 0.3 | $57M | 1.1M | 53.65 | |
| Chevron Corporation (CVX) | 0.3 | $54M | 529k | 102.84 | |
| Supervalu | 0.3 | $49M | 5.2M | 9.41 | |
| Noranda Aluminum Holding Corporation | 0.3 | $50M | 3.3M | 15.14 | |
| Cummins (CMI) | 0.3 | $48M | 467k | 103.49 | |
| Fifth Third Ban (FITB) | 0.3 | $48M | 3.8M | 12.75 | |
| Symetra Finl Corp | 0.2 | $40M | 3.0M | 13.43 | |
| Boeing Company (BA) | 0.2 | $38M | 511k | 73.93 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $36M | 535k | 66.56 | |
| LifePoint Hospitals | 0.2 | $36M | 926k | 39.08 | |
| Prudential Financial (PRU) | 0.2 | $35M | 551k | 63.59 | |
| Global Indemnity | 0.2 | $36M | 1.6M | 22.18 | |
| Kosmos Energy | 0.2 | $35M | 2.1M | 16.98 | |
| PPG Industries (PPG) | 0.2 | $35M | 382k | 90.79 | |
| Philip Morris International (PM) | 0.2 | $34M | 510k | 66.77 | |
| Miller Industries (MLR) | 0.2 | $33M | 1.8M | 18.69 | |
| Covidien | 0.2 | $33M | 623k | 53.23 | |
| ON Semiconductor (ON) | 0.2 | $32M | 3.0M | 10.47 | |
| First Horizon National Corporation (FHN) | 0.2 | $32M | 3.3M | 9.54 | |
| Terex Corporation (TEX) | 0.2 | $27M | 930k | 28.45 | |
| Kinetic Concepts | 0.2 | $28M | 480k | 57.63 | |
| Quiksilver | 0.1 | $26M | 5.5M | 4.70 | |
| Hudson Highland | 0.1 | $25M | 4.7M | 5.35 | |
| Portland General Electric Company (POR) | 0.1 | $24M | 939k | 25.28 | |
| Synovus Financial | 0.1 | $25M | 12M | 2.08 | |
| Emcor (EME) | 0.1 | $19M | 647k | 29.31 | |
| Murphy Oil Corporation (MUR) | 0.1 | $17M | 253k | 65.66 | |
| Webster Financial Corporation (WBS) | 0.1 | $17M | 825k | 21.02 | |
| Ness Technologies | 0.1 | $17M | 2.3M | 7.57 | |
| Honeywell International (HON) | 0.1 | $15M | 254k | 59.59 | |
| Westar Energy | 0.1 | $15M | 540k | 26.91 | |
| CIRCOR International | 0.1 | $16M | 363k | 42.83 | |
| Heidrick & Struggles International (HSII) | 0.1 | $16M | 702k | 22.64 | |
| Overhill Farms | 0.1 | $15M | 2.6M | 5.55 | |
| Horace Mann Educators Corporation (HMN) | 0.1 | $13M | 822k | 15.61 | |
| Heartland Payment Systems | 0.1 | $13M | 625k | 20.60 | |
| Symantec Corporation | 0.1 | $11M | 564k | 19.72 | |
| Tesoro Corporation | 0.1 | $13M | 549k | 22.91 | |
| Employers Holdings (EIG) | 0.1 | $13M | 743k | 16.77 | |
| Associated Banc- (ASB) | 0.1 | $13M | 914k | 13.90 | |
| First Interstate Bancsystem (FIBK) | 0.1 | $12M | 804k | 14.74 | |
| Furniture Brands International | 0.1 | $9.5M | 2.3M | 4.14 | |
| Aeropostale | 0.1 | $10M | 573k | 17.50 | |
| PharMerica Corporation | 0.1 | $10M | 805k | 12.76 | |
| CapLease | 0.1 | $9.2M | 1.9M | 4.91 | |
| Bristow | 0.1 | $8.0M | 157k | 51.02 | |
| Jack in the Box (JACK) | 0.0 | $6.0M | 263k | 22.78 | |
| Ciber | 0.0 | $5.9M | 1.1M | 5.55 | |
| Lexmark International | 0.0 | $5.7M | 193k | 29.26 | |
| Citigroup Inc unit | 0.0 | $5.5M | 46k | 120.14 | |
| Marathon Oil Corporation (MRO) | 0.0 | $5.4M | 102k | 52.68 | |
| Mueller Water Products (MWA) | 0.0 | $5.0M | 1.3M | 3.98 | |
| Geo | 0.0 | $5.4M | 236k | 23.03 | |
| Arvinmeritor Inc frnt 4.000% 2/1 | 0.0 | $4.5M | 4.7M | 0.96 | |
| Meritor | 0.0 | $5.9M | 366k | 16.04 | |
| Ppl Corporation 8.75% pfd cv | 0.0 | $4.4M | 80k | 54.91 | |
| Hartford Finl Svcs Group Inc dep conv p | 0.0 | $3.7M | 141k | 26.06 | |
| Keycorp New pfd 7.75% sr a | 0.0 | $3.4M | 30k | 111.99 | |
| Tree | 0.0 | $2.8M | 555k | 5.12 | |
| 99 Cents Only Stores | 0.0 | $3.6M | 180k | 20.24 | |
| First Financial Holdings | 0.0 | $2.7M | 303k | 8.97 | |
| PetroQuest Energy | 0.0 | $2.8M | 395k | 7.02 | |
| Saia (SAIA) | 0.0 | $4.1M | 242k | 16.95 | |
| Symmetri | 0.0 | $3.7M | 639k | 5.83 | |
| Hanover Insurance (THG) | 0.0 | $2.8M | 74k | 37.71 | |
| Goodyear Tire Rubr Pfd 5.875% p | 0.0 | $2.7M | 49k | 55.61 | |
| Travelers Companies (TRV) | 0.0 | $2.3M | 39k | 58.37 | |
| Global Payments (GPN) | 0.0 | $2.3M | 45k | 51.00 | |
| Kaiser Aluminum (KALU) | 0.0 | $1.9M | 34k | 54.62 | |
| Lakes Entertainment | 0.0 | $1.5M | 674k | 2.20 | |
| Home Federal Ban | 0.0 | $1.9M | 171k | 10.99 | |
| General Mtrs Co *w exp 07/10/201 | 0.0 | $1.5M | 69k | 21.40 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $318k | 12k | 25.65 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $529k | 6.5k | 81.38 | |
| M&T Bank Corporation (MTB) | 0.0 | $808k | 9.2k | 87.99 | |
| BB&T Corporation | 0.0 | $488k | 18k | 26.81 | |
| Nextera Energy (NEE) | 0.0 | $552k | 9.6k | 57.50 | |
| Territorial Ban (TBNK) | 0.0 | $327k | 16k | 20.72 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $256k | 2.8k | 91.43 | |
| Air T (AIRT) | 0.0 | $385k | 43k | 8.97 | |
| Diamond Hill Finl Trnds Fd I | 0.0 | $848k | 86k | 9.85 |