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Cornerstone Investment Partners, LLC

All holdings · as of Jun 30, 2026

312 positions

CompanyClassValueShares% of portfolio
PagerDuty, Inc.—$100.4K10,4010.0%
Sprinklr, Inc.—$106.0K20,5410.0%
Petco Health & Wellness Company, Inc.WOOFCommon Stock$127.0K46,6990.0%
AvePoint, Inc.—$130.6K11,6490.0%
Douglas Emmett Inc—$132.6K11,2410.0%
Marqeta IncMQCommon Stock$132.9K32,7430.0%
UPWORK, INC—$149.7K17,9050.0%
Weave Communications, Inc.—$153.8K25,6780.0%
OIL STATES INTERNATIONAL, INC—$165.1K20,6170.0%
Farmland Partners Inc.—$167.0K17,2510.0%
Huntsman Corp—$176.6K16,6300.0%
Himax Technologies, Inc.HIMXADR$183.3K11,9510.0%
SI-BONE, Inc.—$184.4K11,2990.0%
Varex Imaging Corp—$184.6K17,6970.0%
PATTERSON UTI ENERGY INC—$197.4K21,5010.0%
HIGHWOODS PROPERTIES, INC.—$202.7K6,7200.0%
WORKIVA INC—$203.9K4,2030.0%
Napco Security Technologies Inc—$204.3K5,3790.0%
Crescent Energy Co—$205.4K20,9160.0%
REPUBLIC BANCORP INC /KYRBCAACommon Stock$206.4K2,2820.0%
AMERICAN EAGLE OUTFITTERS INC—$206.6K12,0140.0%
Pangaea Logistics Solutions Ltd.—$208.0K31,9960.0%
Qualys Inc—$208.8K1,5190.0%
3D SYSTEMS CORPDDDCommon Stock$210.6K69,7190.0%
Paymentus Holdings, Inc.—$212.1K8,7780.0%
Cognyte Software Ltd.—$214.3K24,4040.0%
Liberty Energy Inc—$215.0K8,2080.0%
Revolve Group, Inc.—$215.2K9,4020.0%
Stitch Fix, Inc.—$215.7K52,4840.0%
BRADY CORP—$216.1K2,3600.0%
California Resources Corp—$218.4K4,1300.0%
1ST SOURCE CORP—$219.4K2,6890.0%
Grand Canyon Education, Inc.—$220.4K1,5400.0%
Red Violet, Inc.—$220.5K3,4610.0%
STANDARD MOTOR PRODUCTS, INC.—$220.6K5,6600.0%
CAVCO INDUSTRIES, INC.—$221.2K3600.0%
Intrepid Potash, Inc.—$221.3K6,7510.0%
SFL Corporation Ltd.—$221.5K21,7120.0%
FORUM ENERGY TECHNOLOGIES, INC.—$221.7K4,4130.0%
ProPetro Holding Corp.—$223.9K15,6110.0%
OFG Bancorp—$224.2K4,5690.0%
Elastic N.V.—$224.5K3,9370.0%
MURPHY OIL CORP—$225.4K6,9230.0%
WARRIOR MET COAL, INC.—$225.5K2,7780.0%
NETGEAR Inc—$225.9K9,6760.0%
Innoviva Inc—$226.2K9,9620.0%
Ambarella Inc—$227.1K2,6470.0%
Supernus Pharmaceuticals Inc—$229.2K4,9290.0%
EverCommerce Inc.EVCMCommon Stock$230.9K22,9530.0%
Hilltop Holdings Inc.—$231.2K5,9630.0%
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