account_balance
Investment manager · 13F filer · SEC CIK 1008322
Thompson Siegel & Walmsley LLC
Reported value$5.35Mas of Sep 30, 2026
Positions443 46 new, 32 sold out
Top 10 weight16%AER alone is 2%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AER
Aercap Holdings NV
2.5%Trimmed
SW
Smurfit Westrock PLC
1.9%Trimmed
CCI
Crown Castle Intl Corp Ne
1.5%Added
EVRG
Evergy INC
1.5%Added
CHKP
Check Point Software Tech
1.4%Trimmed
FISV
1.4%
GOOG
1.4%
KHC
1.4%
OXY
1.3%
LKQ
1.3%
433 others
84.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed