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THOMPSON SIEGEL & WALMSLEY LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON SIEGEL & WALMSLEY LLC
报告期 2026-03-31 · CIK 0001008322
持仓数
418
前50大市值合计
$3.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 47
减持 74
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
CCI
CROWN CASTLE INTL CORP NE
+$68.0M
912,744
+1202%
减持
HII
HUNTINGTON INGALLS INDS I
-$64.5M
6,370
-97%
增持
CHTR
CHARTER COMMUNICATIONS IN
+$39.5M
282,089
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+175%
减持
WLK
WESTLAKE CHEMICAL CORP
-$39.3M
2,976
-99%
减持
KMI
KINDER MORGAN INC
-$36.9M
358,362
-80%
建仓
—
APTIV PLC
+$35.6M
512,195
减持
WCC
WESCO INTERNATIONAL INC
-$33.5M
1,263
-99%
建仓
HPQ
HP INC
+$32.4M
1,685,478
增持
MOH
MOLINA HEALTHCARE INC
+$31.6M
400,702
+219%
建仓
CDW
CDW CORP
+$30.5M
252,038
减持
PPG
PPG INDUSTRIES
-$30.1M
300,581
-50%
减持
ADM
ARCHER-DANIELS-MIDLAND CO
-$29.3M
225,603
-72%
减持
CMC
COMMERCIAL METALS CO.
-$29.0M
382,271
-50%
增持
SSNC
SS&C TECHNOLOGIES HLDGS I
+$28.3M
939,275
+134%
清仓
—
CNH INDL N V
-$28.3M
0
-100%
减持
POST
POST HLDGS INC
-$26.7M
127,087
-68%
建仓
OXY
OCCIDENTAL PETROLEUM CORP
+$26.7M
410,232
减持
CCK
CROWN HOLDINGS INC
-$25.8M
423,234
-36%
建仓
CSGP
COSTAR GROUP INC
+$24.8M
615,251
减持
CPAY
CORPAY INC
-$24.7M
121,896
-39%
减持
—
PERRIGO CO PLC
-$24.5M
3,753,900
-19%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$24.3M
0
-100%
增持
FISV
FISERV INC
+$20.3M
1,027,172
+86%
减持
—
NOBLE CORP PLC
-$19.1M
313,552
-74%
增持
GPK
GRAPHIC PACKAGING HOLDING CO
-$18.9M
7,489,999
+21%
增持
OMC
OMNICOM GROUP
+$17.5M
593,918
+76%
增持
UHAL/B
U-HAUL HOLDING CO-NON VOTING
+$17.4M
1,408,247
+45%
减持
VTRS
VIATRIS INC
-$17.4M
3,838,892
-31%
建仓
ROP
ROPER INDUSTRIES INC
+$16.6M
46,795
减持
CNC
CENTENE CORP
-$16.0M
1,546,528
-4%
减持
AMTM
AMENTUM HOLDINGS INC
-$15.9M
1,525,884
-21%
减持
MSFT
MICROSOFT CORP
-$15.8M
81,668
-14%
减持
CAG
CONAGRA BRANDS INC.
-$14.2M
4,252,573
-9%
建仓
—
FLUTTER ENTMT PLC
+$14.1M
138,667
清仓
ECVT
ECOVYST INC
-$13.3M
0
-100%
减持
BAX
BAXTER INTERNATIONAL
-$13.2M
2,997,615
-10%
减持
—
AERCAP HOLDINGS NV
-$12.9M
1,013,402
-4%
增持
SIRI
SIRIUSXM HOLDINGS INC
+$12.9M
2,564,565
+11%
减持
OGE
OGE ENERGY CORP
-$12.6M
875,443
-32%
建仓
UTZ
UTZ BRANDS INC
+$12.6M
1,588,297
增持
—
SPOTIFY TECHNOLOGY SA
+$12.2M
42,245
+194%
增持
VTIP
VANGUARD SHRT INF PROTECT
+$11.3M
656,298
+51%
减持
GOOG
ALPHABET INC
-$11.0M
225,229
-7%
减持
SPY
STATE STREET SPDR S&P
-$10.3M
48,897
-21%
增持
PFE
PFIZER INC
+$10.3M
645,639
+105%
减持
J
JACOBS SOLUTIONS INC
-$10.0M
23,215
-76%
增持
EXE
EXPAND ENERGY
+$9.6M
462,207
+24%
清仓
BLK
BLACKROCK INC
-$9.4M
0
-100%
减持
DLTR
DOLLAR TREE INC
-$9.2M
275,216
-14%
减持
MKL
MARKEL GROUP INC
-$9.1M
34,941
-1%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$9.1M
909,107
+62%
减持
BIO
BIO-RAD LABORATORIES-CL A
-$9.0M
176,465
-8%
增持
—
CHECK POINT SOFTWARE TECH
+$8.9M
641,494
+44%
减持
TAP
MOLSON COORS BEVERAGE CO -B
-$8.8M
1,559,134
-4%
减持
LKQ
LKQ CORP
-$8.8M
3,045,522
-6%
减持
—
LINDE PLC
+$8.2M
129,223
-1%
减持
JPM
JP MORGAN CHASE & CO
-$7.9M
50,297
-29%
增持
VST
VISTRA CORP
+$7.8M
54,452
+2209%
增持
SNX
TD SYNNEX CORP
+$7.7M
358,242
+2%
减持
C
CITIGROUP INC
-$7.5M
122,891
-33%
减持
GLPI
GAMING AND LEISURE PROPERTIES
-$7.5M
1,336,006
-11%
增持
NLOP
NET LEASE OFFICE PROPERTI
-$7.3M
541,387
+3%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$7.2M
194,485
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$7.1M
99,100
+159%
建仓
QNST
QUINSTREET INC
+$7.1M
587,499
清仓
INTU
INTUIT INC
-$7.0M
0
-100%
增持
—
ALIGHT INC
-$6.9M
5,492,307
+6%
减持
CVX
CHEVRON CORP
+$6.8M
129,178
-1%
增持
IQV
IQVIA HLDGS INC
+$6.7M
308,473
+52%
建仓
QQQ
INVESCO QQQ TRUST SERIES
+$6.7M
11,541
建仓
LEA
LEAR CORP
+$6.6M
54,441
减持
CDNS
CADENCE DESIGN SYSTEMS INC
-$6.4M
1,142
-95%
增持
LAD
LITHIA MOTORS INC-CL A
+$6.4M
179,476
+55%
减持
PTEN
PATTERSON-UTI ENERGY
-$6.3M
46,773
-96%
减持
TALO
TALOS ENERGY INC
-$6.2M
253,067
-73%
减持
SCHL
SCHOLASTIC CORP
-$6.1M
24,427
-90%
减持
STZ
CONSTELLATION BRANDS INC-A
-$6.1M
293,235
-19%
增持
CPB
CAMPBELL SOUP CO
+$5.9M
1,928,078
+45%
减持
WFC
WELLS FARGO & COMPANY
-$5.8M
140,760
-23%
增持
MOS
MOSAIC CO NEW
+$5.7M
3,037,020
+2%
建仓
LYTS
LSI INDUSTRIES INC
+$5.7M
304,965
建仓
FFBC
FIRST FINANCIAL BANCORP
+$5.7M
203,232
减持
META
META PLATFORMS INC
-$5.5M
26,056
-16%
建仓
MAGN
MAGNERA CORP
+$5.5M
574,264
减持
VNT
VONTIER CORPORATION
-$5.4M
1,696,986
-4%
减持
DINO
HF SINCLAIR CORPORATION
+$5.4M
1,037,867
-19%
增持
BIIB
BIOGEN IDEC INC
+$5.3M
248,343
+9%
减持
ADEA
ADEIA INC
-$5.2M
204,032
-65%
减持
NVDA
NVIDIA CORP
-$5.2M
197,735
-7%
增持
NFLX
NETFLIX INC
+$5.2M
55,876
+2399%
减持
—
JAZZ PHARMACEUTICALS PLC
-$5.2M
233,694
-19%
减持
FLR
FLUOR CORP
-$5.0M
739,681
-26%
建仓
UPS
UNITED PARCEL SERVICE
+$4.9M
50,105
增持
TYL
TYLER TECHNOLOGIES INC
+$4.9M
38,139
+111%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$4.8M
67,011
-5%
建仓
PPHC
PUBLIC POL HLDG CO INC
+$4.6M
353,012
清仓
—
PINNACLE FINANCIAL PARTNERS
-$4.3M
0
-100%
减持
VERI
VERITONE INC
-$4.3M
343,213
-68%
增持
QDEL
QUIDELORTHO CORP
-$4.3M
410,234
+7%
增持
GPN
GLOBAL PAYMENTS INC
-$4.2M
810,333
+7%
清仓
ATKR
ATKORE INC
-$4.1M
0
-100%
建仓
PNFP
PINNACLE FINL PARTNERS IN
+$4.1M
47,832
增持
CNNE
CANNAE HOLDINGS INC
-$4.0M
960,936
+1%
减持
VOO
VANGUARD S&P 500 ETF
-$4.0M
39,373
-10%
减持
TSN
TYSON FOODS INC CL A
+$4.0M
803,131
-1%
建仓
ALX
ALEXANDERS INC
+$4.0M
16,744
减持
BV
BRIGHTVIEW HLDGS INC
-$3.9M
634,616
-30%
减持
AAPL
APPLE COMPUTER INC
-$3.9M
167,389
-2%
减持
NWN
NORTHWEST NAT HLDG CO
-$3.9M
207,103
-35%
减持
—
NOMAD FOODS LTD
-$3.8M
1,305,190
-0%
增持
GEO
GEO GROUP INC NEW
+$3.8M
634,301
+49%
减持
—
LIBERTY GLOBAL LTD.
-$3.7M
2,298,767
-19%
减持
PGR
PROGRESSIVE CORP
-$3.7M
71,446
-9%
增持
—
CLARIVATE PLC
+$3.6M
14,387,125
+47%
减持
ACMR
ACM RESH INC
-$3.5M
101,100
-46%
增持
AMZN
AMAZON COM INC
+$3.4M
60,723
+52%
减持
CVS
CVS HEALTH CORP
-$3.4M
99,765
-25%
增持
MAT
MATTEL, INC.
+$3.3M
621,513
+116%
建仓
YALA
YALLA GROUP LTD
+$3.3M
526,900
减持
ASIX
ADVANSIX INC
-$3.3M
21,849
-90%
增持
FDX
FEDEX CORPORATION
+$3.2M
46,306
+1%
减持
CMI
CUMMINS INC
-$3.2M
8,189
-45%
减持
TDG
TRANSDIGM GROUP INC
-$3.2M
5,503
-24%
减持
ETON
ETON PHARMACEUTICALS INC
+$3.1M
406,089
-1%
减持
EEFT
EURONET WORLDWIDE INC
-$3.1M
160,267
-11%
减持
GHC
GRAHAM HLDGS CO
-$3.1M
12,106
-16%
增持
KHC
KRAFT HEINZ CO
+$3.0M
3,991,953
+12%
增持
BBY
BEST BUY CO INC.
+$3.0M
115,500
+76%
增持
AVAV
AEROVIRONMENT INC
+$3.0M
46,200
+105%
减持
ORCL
ORACLE SYSTEMS
-$3.0M
58,698
-2%
减持
LBRDK
LIBERTY BROADBAND CORP C
-$2.9M
17,799
-77%
清仓
UNM
UNUM GROUP
-$2.9M
0
-100%
清仓
CASY
CASEYS GENERAL STORES INC
-$2.9M
0
-100%
减持
PAGP
PLAINS GP HLDGS L P
-$2.9M
533,683
-35%
增持
BMY
BRISTOL MYERS SQUIBB CO.
+$2.7M
55,904
+360%
减持
—
WHITE MOUNTAINS INSURANCE GROU
-$2.7M
7,209
-19%
增持
SRE
SEMPRA ENERGY
+$2.6M
67,295
+52%
减持
EQIX
EQUINIX INC
-$2.6M
5,326
-48%
增持
VBIL
VANGUARD 0-3 MTH TBILL
+$2.6M
265,323
+14%
增持
SLB
SCHLUMBERGER LTD
+$2.6M
176,024
+4%
增持
VIST
VISTA ENERGY S.A.B. DE C.
+$2.5M
83,200
+8%
增持
IRM
IRON MTN INC NEW
+$2.5M
62,100
+34%
增持
—
BRIGHTSTAR LOTTERY
+$2.5M
528,397
+92%
减持
IJJ
ISHARES S&P MID CAP 400
-$2.4M
3,670
-84%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$2.4M
29,067
-26%
减持
ALK
ALASKA AIR GROUP INC.
-$2.4M
148,534
-5%
增持
AXON
AXON ENTERPRISE INC
+$2.4M
10,020
+211%
减持
BF/B
BROWN-FOREMAN CORP-CLASS B
-$2.4M
1,059,645
-9%
减持
TGT
TARGET CORP
+$2.4M
115,922
-3%
增持
FCNCA
FIRST CTZNS BANCSHARES IN
-$2.4M
39,926
+10%
