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Cornerstone Investment Partners, LLC

Q4 2021 Holdings

Filed 2022-02-07 | 275 holdings | $211.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
American Eagle Outfitters(AEO)COM02553E106$2148,4430.0%
SM Energy Company(SM)COM78454L100$2147,2750.0%
RPC Inc.(RES)COM749660106$21547,3900.0%
Schneider National, Inc(SNDR)COM80689H102$2168,0450.0%
Standard Motor Products(SMP)COM853666105$2164,1260.0%
ICF International, Inc.(ICFI)COM44925C103$2162,1040.0%
Materion Corporation(MTRN)COM576690101$2172,3570.0%
Harmonic, Inc.(HLIT)COM413160102$21818,4950.0%
Heritage-Crystal Clean, Inc.(HCCIUSD)COM42726M106$2186,8220.0%
Avnet Inc(AVT)COM053807103$2195,3170.0%
Barnes Group Inc.(BUSD)COM067806109$2204,7220.0%
Energy Recovery, Inc.(ERII)COM29270J100$22210,3340.0%
Quidel CorporationCOM74838J101$2231,6500.0%
Kratos Defense & Security(KTOS)COM50077B207$22311,5000.0%
Newell Brands Inc(NWL)COM651229106$22610,3420.0%
Veritone, Inc(VERI)COM92347M100$22610,0750.0%
Sapiens International(SPNS)COMG7T16G103$2266,5700.0%
Alamo Group Inc.(ALG)COM011311107$2261,5330.0%
Piper Sandler Companies(PIPR)COM724078100$2271,2710.0%
Southside Bancshares(SBSI)COM84470P109$2305,4940.0%
Dorman Products, Inc.(DORM)COM258278100$2312,0470.0%
First Bancorp (PR)(FBP)COM318672706$23216,8000.0%
Valaris PLC(VAL)COMG9460G101$2326,4500.0%
Andersons Inc.(ANDE)COM034164103$2326,0000.0%
Red Rock Resorts(RRR)COM75700L108$2324,2100.0%
Ensign Group, Inc. (The)(ENSG)COM29358P101$2332,7750.0%
Centennial Resource Dvlp Cl A(CDEVEUR)COM15136A102$23439,1200.0%
Netstreit Corp(NTST)COM64119V303$23510,2750.0%
Kforce Inc.(KFRC)COM493732101$2353,1230.0%
CNO Financial Group, Inc.(CNO)COM12621E103$2359,8500.0%
Rayonier Inc.(RYN)COM754907103$2385,9000.0%
Lovesac Company(LOVE)COM54738L109$2383,5860.0%
Mercury Systems Inc(MRCY)COM589378108$2404,3650.0%
US Foods Holding(USFD)COM912008109$2416,9070.0%
Century Communities, Inc.(CCS)PFD156504300$2412,9420.0%
Inogen, Inc(INGN)COM45780L104$2427,1080.0%
Universal Forest Products(UFPI)COM90278Q108$2422,6270.0%
PS Business Parks IncCOM69360J107$2441,3250.0%
Horace Mann Educators(HMN)COM440327104$2466,3450.0%
Genworth Financial Inc(GNW)COM37247D106$24761,0160.0%
TechTarget, Inc.(EFT)COM87874R100$2492,6050.0%
Kulicke & Soffa Industries(KLIC)COM501242101$2514,1500.0%
Green Brick Partners, Inc.(GRBK)COM392709101$2518,2850.0%
ExlService Holdings, Inc.(EXLS)COM302081104$2531,7500.0%
Insight Enterprises, Inc.(NSIT)COM45765U103$2562,4000.0%
Shoe Carnival, Inc.(SCVL)COM824889109$2586,6100.0%
Movado Group Inc.(MOV)COM624580106$2586,1610.0%
Murphy Oil Corp.(MUR)COM626717102$2599,9310.0%
Cass Information Systems Inc.(CASS)COM14808P109$2606,6040.0%
Atkore International Group Inc(ATKR)COM047649108$2612,3500.0%
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