Hotchkis & Wiley Capital Management as of Dec. 31, 2013
Portfolio Holdings for Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management holds 178 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
American International (AIG) | 3.3 | $780M | 15M | 51.05 | |
JPMorgan Chase & Co. (JPM) | 3.2 | $756M | 13M | 58.48 | |
Royal Dutch Shell | 2.8 | $666M | 8.9M | 75.11 | |
Bank of America Corporation (BAC) | 2.7 | $639M | 41M | 15.57 | |
Citigroup (C) | 2.7 | $639M | 12M | 52.11 | |
Vodafone | 2.5 | $596M | 15M | 39.31 | |
Hewlett-Packard Company | 2.4 | $563M | 20M | 27.98 | |
Corning Incorporated (GLW) | 2.2 | $525M | 29M | 17.82 | |
Oracle Corporation (ORCL) | 2.2 | $516M | 14M | 38.26 | |
Microsoft Corporation (MSFT) | 2.2 | $511M | 14M | 37.43 | |
Wal-Mart Stores (WMT) | 2.0 | $466M | 5.9M | 78.69 | |
Target Corporation (TGT) | 1.9 | $455M | 7.2M | 63.27 | |
Wells Fargo & Company (WFC) | 1.9 | $448M | 9.9M | 45.40 | |
UnitedHealth (UNH) | 1.9 | $447M | 5.9M | 75.30 | |
Public Service Enterprise (PEG) | 1.9 | $442M | 14M | 32.04 | |
NRG Energy (NRG) | 1.9 | $441M | 15M | 28.72 | |
Capital One Financial (COF) | 1.8 | $431M | 5.6M | 76.61 | |
Johnson Controls | 1.8 | $419M | 8.2M | 51.30 | |
Exelon Corporation (EXC) | 1.7 | $408M | 15M | 27.39 | |
Allstate Corporation (ALL) | 1.7 | $398M | 7.3M | 54.54 | |
Cobalt Intl Energy | 1.6 | $381M | 23M | 16.45 | |
Unum (UNM) | 1.6 | $371M | 11M | 35.08 | |
Cummins (CMI) | 1.6 | $365M | 2.6M | 140.97 | |
Total (TTE) | 1.5 | $358M | 5.8M | 61.27 | |
Johnson & Johnson (JNJ) | 1.5 | $350M | 3.8M | 91.59 | |
Suntrust Banks Inc $1.00 Par Cmn | 1.4 | $331M | 9.0M | 36.81 | |
Sanofi-Aventis SA (SNY) | 1.4 | $317M | 5.9M | 53.63 | |
Humana (HUM) | 1.2 | $291M | 2.8M | 103.22 | |
WellPoint | 1.2 | $279M | 3.0M | 92.39 | |
Murphy Oil Corporation (MUR) | 1.2 | $279M | 4.3M | 64.88 | |
Interpublic Group of Companies (IPG) | 1.2 | $273M | 15M | 17.70 | |
International Business Machines (IBM) | 1.1 | $262M | 1.4M | 187.57 | |
Lockheed Martin Corporation (LMT) | 1.0 | $242M | 1.6M | 148.66 | |
Paccar (PCAR) | 1.0 | $242M | 4.1M | 59.17 | |
Stanley Black & Decker (SWK) | 1.0 | $231M | 2.9M | 80.69 | |
Arris | 1.0 | $224M | 9.2M | 24.37 | |
AstraZeneca (AZN) | 0.9 | $219M | 3.7M | 59.37 | |
Con-way | 0.9 | $204M | 5.1M | 39.71 | |
Great Plains Energy Incorporated | 0.8 | $190M | 7.8M | 24.24 | |
PPL Corporation (PPL) | 0.8 | $190M | 6.3M | 30.09 | |
ON Semiconductor (ON) | 0.8 | $177M | 22M | 8.24 | |
Valassis Communications | 0.8 | $176M | 5.1M | 34.25 | |
Marathon Oil Corporation (MRO) | 0.8 | $176M | 5.0M | 35.30 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $172M | 4.9M | 34.94 | |
Rent-A-Center (UPBD) | 0.7 | $170M | 5.1M | 33.34 | |
Novartis (NVS) | 0.7 | $167M | 2.1M | 80.38 | |
Molson Coors Brewing Company (TAP) | 0.7 | $158M | 2.8M | 56.15 | |
Boeing Company (BA) | 0.7 | $158M | 1.2M | 136.49 | |
Kosmos Energy | 0.7 | $156M | 14M | 11.18 | |
PHH Corporation | 0.6 | $148M | 6.1M | 24.35 | |
First Horizon National Corporation (FHN) | 0.6 | $148M | 13M | 11.65 | |
Masonite International | 0.6 | $148M | 2.5M | 60.00 | |
Te Connectivity Ltd for (TEL) | 0.6 | $145M | 2.6M | 55.11 | |
Zimmer Holdings (ZBH) | 0.6 | $142M | 1.5M | 93.19 | |
Lear Corporation (LEA) | 0.6 | $139M | 1.7M | 80.97 | |
Comcast Corporation | 0.6 | $136M | 2.7M | 49.88 | |
Goodyear Tire & Rubber Company (GT) | 0.6 | $135M | 5.7M | 23.85 | |
Mondelez Int (MDLZ) | 0.6 | $134M | 3.8M | 35.30 | |
Willis Group Holdings | 0.6 | $132M | 2.9M | 44.81 | |
Time Warner Cable | 0.5 | $126M | 929k | 135.50 | |
Kellogg Company (K) | 0.5 | $126M | 2.1M | 61.07 | |
FedEx Corporation (FDX) | 0.5 | $122M | 848k | 143.77 | |
White Mountains Insurance Gp (WTM) | 0.5 | $119M | 198k | 603.08 | |
Kohl's Corporation (KSS) | 0.5 | $112M | 2.0M | 56.75 | |
Regions Financial Corporation (RF) | 0.5 | $111M | 11M | 9.89 | |
Quest Diagnostics Incorporated (DGX) | 0.5 | $108M | 2.0M | 53.54 | |
Northrop Grumman Corporation (NOC) | 0.5 | $105M | 912k | 114.61 | |
General Motors Company (GM) | 0.4 | $104M | 2.5M | 40.87 | |
Medtronic | 0.4 | $100M | 1.7M | 57.39 | |
Magna Intl Inc cl a (MGA) | 0.4 | $100M | 1.2M | 82.06 | |
Edison International (EIX) | 0.4 | $99M | 2.1M | 46.30 | |
Embraer S A (ERJ) | 0.4 | $97M | 3.0M | 32.18 | |
Avis Budget (CAR) | 0.4 | $88M | 2.2M | 40.42 | |
Texas Instruments Incorporated (TXN) | 0.3 | $78M | 1.8M | 43.91 | |
Southern Company (SO) | 0.3 | $76M | 1.9M | 41.11 | |
Express Scripts Holding | 0.3 | $75M | 1.1M | 70.24 | |
Morgan Stanley (MS) | 0.3 | $72M | 2.3M | 31.36 | |
Zions Bancorporation (ZION) | 0.3 | $70M | 2.3M | 29.96 | |
Lowe's Companies (LOW) | 0.3 | $67M | 1.4M | 49.55 | |
Ingram Micro | 0.3 | $68M | 2.9M | 23.46 | |
Huntington Ingalls Inds (HII) | 0.3 | $68M | 754k | 90.01 | |
Avnet (AVT) | 0.3 | $64M | 1.4M | 44.11 | |
Meritor | 0.3 | $61M | 5.9M | 10.43 | |
Cdw (CDW) | 0.3 | $62M | 2.7M | 23.36 | |
Sonic Automotive (SAH) | 0.2 | $58M | 2.4M | 24.48 | |
LifePoint Hospitals | 0.2 | $54M | 1.0M | 52.84 | |
WellCare Health Plans | 0.2 | $55M | 779k | 70.42 | |
Carnival Corporation (CCL) | 0.2 | $51M | 1.3M | 40.17 | |
Taro Pharmaceutical Industries (TARO) | 0.2 | $52M | 530k | 98.90 | |
Aetna | 0.2 | $51M | 737k | 68.59 | |
Merck & Co (MRK) | 0.2 | $51M | 1.0M | 50.05 | |
Key (KEY) | 0.2 | $51M | 3.8M | 13.42 | |
Matson (MATX) | 0.2 | $48M | 1.8M | 26.11 | |
Delphi Automotive | 0.2 | $47M | 782k | 60.13 | |
JetBlue Airways Corporation (JBLU) | 0.2 | $45M | 5.3M | 8.55 | |
Pepsi (PEP) | 0.2 | $45M | 546k | 82.94 | |
Rush Enterprises (RUSHA) | 0.2 | $45M | 1.5M | 29.65 | |
Covidien | 0.2 | $45M | 657k | 68.10 | |
Western Union Company (WU) | 0.2 | $41M | 2.4M | 17.25 | |
Northern Trust Corporation (NTRS) | 0.2 | $43M | 698k | 61.89 | |
Bunge | 0.2 | $41M | 500k | 82.11 | |
Horace Mann Educators Corporation (HMN) | 0.2 | $41M | 1.3M | 31.54 | |
BB&T Corporation | 0.2 | $41M | 1.1M | 37.32 | |
Manpower (MAN) | 0.2 | $43M | 495k | 85.86 | |
Kaiser Aluminum (KALU) | 0.2 | $43M | 608k | 70.24 | |
Horsehead Holding | 0.2 | $42M | 2.6M | 16.21 | |
Geo | 0.2 | $43M | 1.3M | 32.22 | |
Ca | 0.2 | $40M | 1.2M | 33.65 | |
Marvell Technology Group | 0.2 | $40M | 2.8M | 14.38 | |
Big Lots (BIGGQ) | 0.2 | $37M | 1.1M | 32.29 | |
McDermott International | 0.1 | $36M | 4.0M | 9.16 | |
Quiksilver | 0.1 | $34M | 3.8M | 8.77 | |
H&R Block (HRB) | 0.1 | $31M | 1.1M | 29.04 | |
Fresh Del Monte Produce (FDP) | 0.1 | $30M | 1.1M | 28.30 | |
Symantec Corporation | 0.1 | $30M | 1.3M | 23.58 | |
Alleghany Corporation | 0.1 | $30M | 76k | 399.96 | |
Miller Industries (MLR) | 0.1 | $31M | 1.7M | 18.63 | |
Global Indemnity | 0.1 | $30M | 1.2M | 25.30 | |
Comverse | 0.1 | $32M | 812k | 38.80 | |
Aspen Insurance Holdings | 0.1 | $29M | 700k | 41.31 | |
Symetra Finl Corp | 0.1 | $29M | 1.5M | 18.96 | |
Platinum Underwriter/ptp | 0.1 | $25M | 402k | 61.28 | |
QLogic Corporation | 0.1 | $23M | 1.9M | 11.83 | |
Granite Real Estate (GRP.U) | 0.1 | $24M | 650k | 36.49 | |
Comerica Incorporated (CMA) | 0.1 | $22M | 463k | 47.54 | |
Amdocs Ltd ord (DOX) | 0.1 | $21M | 516k | 41.24 | |
Noranda Aluminum Holding Corporation | 0.1 | $21M | 6.3M | 3.29 | |
News (NWSA) | 0.1 | $22M | 1.2M | 18.02 | |
Staples | 0.1 | $20M | 1.2M | 15.89 | |
Synovus Financial | 0.1 | $19M | 5.3M | 3.60 | |
Webster Financial Corporation (WBS) | 0.1 | $18M | 574k | 31.18 | |
Hanger Orthopedic | 0.1 | $18M | 459k | 39.34 | |
Associated Banc- (ASB) | 0.1 | $20M | 1.1M | 17.40 | |
Navistar International Corporation | 0.1 | $19M | 493k | 38.19 | |
Hudson Global | 0.1 | $20M | 4.8M | 4.02 | |
Endurance Specialty Hldgs Lt | 0.1 | $16M | 265k | 58.67 | |
Alliant Techsystems | 0.1 | $15M | 126k | 121.68 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $16M | 158k | 99.50 | |
ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.1 | $16M | 733k | 21.51 | |
iShares Russell 2000 Index (IWM) | 0.1 | $15M | 125k | 115.31 | |
Goodyear Tire Rubr Pfd 5.875% p | 0.1 | $14M | 203k | 66.85 | |
Tutor Perini Corporation (TPC) | 0.1 | $12M | 445k | 26.30 | |
ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.1 | $12M | 253k | 46.49 | |
CNO Financial (CNO) | 0.1 | $12M | 652k | 17.69 | |
Xl Group | 0.1 | $11M | 356k | 31.84 | |
SPDR Barclays Capital High Yield B | 0.1 | $12M | 283k | 40.56 | |
Ruby Tuesday | 0.0 | $10M | 1.5M | 6.93 | |
CIRCOR International | 0.0 | $8.3M | 103k | 80.78 | |
Home Federal Ban | 0.0 | $8.4M | 564k | 14.90 | |
Cobalt Intl Energy Inc note | 0.0 | $8.5M | 9.5M | 0.89 | |
Pfizer (PFE) | 0.0 | $6.0M | 195k | 30.63 | |
Health Management Associates | 0.0 | $6.3M | 478k | 13.10 | |
Westar Energy | 0.0 | $6.1M | 191k | 32.17 | |
First Niagara Financial | 0.0 | $7.3M | 685k | 10.62 | |
Heidrick & Struggles International (HSII) | 0.0 | $7.3M | 364k | 20.14 | |
Arvinmeritor Inc frnt 4.000% 2/1 | 0.0 | $7.9M | 8.2M | 0.96 | |
Portland General Electric Company (POR) | 0.0 | $4.6M | 151k | 30.20 | |
M/I Homes (MHO) | 0.0 | $4.9M | 192k | 25.45 | |
National Western Life Insurance Company | 0.0 | $4.4M | 20k | 223.56 | |
Hanover Insurance (THG) | 0.0 | $5.8M | 97k | 59.71 | |
Lyon William Homes cl a | 0.0 | $5.7M | 260k | 22.14 | |
Ciber | 0.0 | $1.3M | 308k | 4.14 | |
Korn/Ferry International (KFY) | 0.0 | $2.5M | 97k | 26.12 | |
Lakes Entertainment | 0.0 | $2.3M | 590k | 3.95 | |
First Interstate Bancsystem (FIBK) | 0.0 | $3.0M | 105k | 28.37 | |
American Intl Group | 0.0 | $2.4M | 117k | 20.25 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.5M | 47k | 31.16 | |
Verizon Communications (VZ) | 0.0 | $602k | 200k | 3.01 | |
General Mills (GIS) | 0.0 | $509k | 10k | 49.90 | |
Hess (HES) | 0.0 | $531k | 6.4k | 82.97 | |
Philip Morris International (PM) | 0.0 | $359k | 4.1k | 87.14 | |
Ford Motor Company (F) | 0.0 | $963k | 62k | 15.43 | |
United States Steel Corporation (X) | 0.0 | $648k | 75k | 8.64 | |
Corrections Corporation of America | 0.0 | $270k | 8.4k | 32.05 | |
Boulder Total Return Fund | 0.0 | $872k | 38k | 23.01 | |
Air T (AIRT) | 0.0 | $514k | 43k | 11.98 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.1M | 47k | 23.12 | |
Jakks Pac Inc note 4.500%11/0 | 0.0 | $49k | 50k | 0.98 |