Thompson Siegel & Walmsley LLC Portfolio Holdings
Thompson Siegel & Walmsley LLC
- $6.01 Billion
- Q2 2025
Thompson Siegel & Walmsley LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.01 Billion distributed in 395 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aer Cap Holdings N.V. with a value of $157M, Dominion Energy, Inc with a value of $111M, Check Point Software Technologies LTD with a value of $106M, Huntington Ingalls Industries, Inc. with a value of $105M, and Cnh Industrial N.V. with a value of $102M.
Examining the 13F form we can see an increase of $58.9M in the current position value, from $5.95B to 6.01B.
Below you can find more details about Thompson Siegel & Walmsley LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 395
- Current Value $6.01 Billion
- Prior Value $5.95 Billion
- Filing
- Period Q2 2025
- Filing Date August 06, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 33 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 184 stocks