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Cornerstone Investment Partners, LLC

Q4 2024 Holdings

Filed 2025-02-06 | 245 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Tri Pointe Group, Inc.(TPH)COM87265H109$333.3K9,1910.0%
Alkami Technology Inc(ALKT)COM01644J108$334.9K9,1300.0%
National Storage Affiliates Trust(NSA)COM637870106$343.4K9,0580.0%
Green Brick Partners, Inc.(GRBK)COM392709101$346.1K6,1260.0%
Charles River Laboratories International, Inc.(CRL)COM159864107$358.1K1,9400.0%
Albertsons Companies, Inc. Class A(ACI)COM013091103$361.6K18,4090.0%
Rush Street Interactive, Inc. Class A(RSI)COM782011100$370.8K27,0280.0%
Stride, Inc.(LRN)COM86333M108$371.2K3,5720.0%
Navigator Holdings Ltd.(NVGS)COMY62132108$384.3K25,0350.0%
Veeco Instruments Inc.(VECO)COM922417100$387.0K14,4410.0%
Texas Roadhouse Inc.(TXRH)COM882681109$389.5K2,1590.0%
Kinsale Capital Group, Inc.(KNSL)COM49714P108$405.1K8710.0%
Sapiens International(SPNS)COMG7T16G103$413.9K15,4030.0%
StoneX Group Inc.(SNEX)COM861896108$446.7K4,5600.0%
Teradyne Inc.(TER)COM880770102$448.0K3,5580.0%
Warrior Met Coal, Llc(HCC)COM93627C101$452.1K8,3350.0%
LKQ Corporation(LKQ)COM501889208$454.5K12,3680.0%
iShares S&P Sh Tm Nat Amt-Free(SUB)COM464288158$467.2K4,4290.0%
Alight Inc.(ALIT)COM01626W101$468.3K67,6730.0%
Bj's Wholesale Club Holdings(BJ)COM05550J101$470.2K5,2620.0%
Viper Energy Partners LP(VNOMUSD)COM927959106$473.8K9,6560.0%
Bath & Body Works, Inc.(BBWI)COM070830104$474.9K12,2480.0%
SkyWest Inc.(SKYW)COM830879102$480.3K4,7970.0%
Beacon Roofing Supply, Inc.(BECNUSD)COM073685109$480.5K4,7300.0%
Alamo Group Inc.(ALG)COM011311107$484.5K2,6060.0%
Churchill Downs Incorporated(CHDN)COM171484108$484.6K3,6290.0%
Powell Industries Inc.(POWL)COM739128106$487.6K2,2000.0%
Five Below, Inc.(FIVE)COM33829M101$496.7K4,7320.0%
Nexstar Media Group, Inc. Cl A(NXST)COM65336K103$500.9K3,1710.0%
Hasbro Inc.(HAS)COM418056107$503.1K8,9980.0%
Verra Mobility Corporation(VRRM)COM92511U102$503.4K20,8180.0%
MKS Instruments Inc.(MKSI)COM55306N104$517.1K4,9540.0%
Match Group, Inc.(MTCH)COM57667L107$519.7K15,8890.0%
Cactus, Inc.(WHD)COM127203107$539.0K9,2350.0%
InterDigital, Inc.(IDCC)COM45867G101$553.8K2,8590.0%
Molina Healthcare, Inc.(MOH)COM60855R100$564.6K1,9400.0%
Affiliated Managers Group(AMG)COM008252108$575.3K3,1110.0%
Lumentum Holdings Inc.(LITE)COM55024U109$576.6K6,8680.0%
W. R. Berkley Corporation(WRB)COM084423102$587.7K10,0420.0%
Primoris Services Corporation(PRIM)COM74164F103$591.2K7,7380.0%
Dorman Products, Inc.(DORM)COM258278100$593.7K4,5830.0%
Ryan Specialty Holdings, Inc(RYAN)COM78351F107$597.4K9,3110.0%
Euronet Worldwide Inc(EEFT)COM298736109$603.5K5,8680.0%
Onto Innovation Inc.(ONTO)COM683344105$610.5K3,6630.0%
TriNet Group, Inc.(TNET)COM896288107$665.1K7,3270.0%
Skechers U.S.A. Inc.(SKAA)COM830566105$673.9K10,0230.0%
Walker & Dunlop, Inc.(WD)COM93148P102$678.8K6,9830.0%
Stifel Financial Corp(SF)COM860630102$715.2K6,7420.0%
Permian Resources Corp.(PR)COM71424F105$732.6K50,9430.0%
Moelis & Company(MC)COM60786M105$750.2K10,1540.0%
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