Institutions / Systematic Financial Management LP

Systematic Financial Management LP

CIK 1085936 · Institution · as of Mar 31, 2026
Portfolio value
$4.36B
Positions
247
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$4.36B+2.8%
$4.36B$4.30B$4.24BQ4 '25Q1 '26

Positions

247-2.0%
252250247Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 247 →
CompanyClassValueShares% of portfolio
Tower Semiconductor Ltd New$96.31M548,8602.2%
Magnolia Oil & Gas Corp$88.82M2,813,2782.0%
Mueller Industries Inc$86.94M784,6872.0%
EMCOR Group Inc$84.54M114,5031.9%
Jazz Pharmaceuticals PLC$76.97M407,1141.8%
NorthWestern Energy Group, Inc.$74.65M1,132,0651.7%
Adeia Inc.$64.55M2,686,0661.5%
Granite Construction Inc$62.97M525,2921.4%
OSI Systems Inc$58.21M219,2411.3%
Silicon Motion Technology CORPSIMOADR$56.90M506,7251.3%
MKS Inc$55.63M242,0631.3%
Piper Sandler Cos$55.27M722,0281.3%
Atlantic Union Bankshares Corp$54.81M1,533,5591.3%
Trustco Bank Corp N Y$51.01M1,165,1331.2%
REX AMERICAN RESOURCES Corp$50.53M1,108,8301.2%
Webster Financial Corp$50.40M726,0691.2%
Madison Square Garden Sports Corp.$49.66M154,5011.1%
Wafd Inc$48.30M1,538,3511.1%
Innoviva Inc$47.16M2,024,0821.1%
Madison Square Garden Entertainment Corp$46.85M795,2011.1%
Lsi Industries Inc$46.56M2,503,1481.1%
Stifel Financial Corp$45.60M616,8271.0%
Encompass Health Corp$43.18M446,4051.0%
Cohu Inc$42.91M1,401,2341.0%
Ovintiv Inc.$42.78M720,6811.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitPiper Sandler Cos$-63.62M-187K
-100.00%
high
Q1 2026
as of
NewPiper Sandler Cos$55.27M+722K
722,028
1.27% of portfolio
high
Q1 2026
as of
TrimComfort Systems USA Inc$-26.02M-19K
-38.47%
30,179
0.95% of portfolio
medium
Q1 2026
as of
TrimM3760D101$-25.63M-30K
-99.81%
58
<0.01% of portfolio
medium
Q1 2026
as of
TrimEnhabit, Inc.$-22.06M-1.6M
-82.30%
336,694
0.11% of portfolio
medium
Q1 2026
as of
TrimWebster Financial Corp$-20.25M-292K
-28.66%
726,069
1.16% of portfolio
medium
Q1 2026
as of
TrimM87915274$-17.89M-102K
-15.66%
548,860
2.21% of portfolio
medium
Q1 2026
as of
AddStifel Financial Corp$15.02M+203K
+49.11%
616,827
1.05% of portfolio
medium
Q1 2026
as of
NewDENTSPLY SIRONA Inc.$13.72M+1.2M
1,182,414
0.31% of portfolio
medium
Q1 2026
as of
TrimCoherent Corp$-12.29M-52K
-23.21%
170,738
0.93% of portfolio
medium