Arkolith/Funds/Channing Capital Management, LLC

Channing Capital Management, LLC

CIK 1302404
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Channing Capital Management, LLC holds a diversified book of 108 stocks worth $3.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Belden Inc and trimmed Littelfuse Inc. Their largest long position is Littelfuse Inc at 3% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
36
existing
Trimmed
59
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
24%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
22%
Industrials
18%
Materials
14%
Information Technology
13%
Consumer Discretionary
13%
Real Estate
7%
Energy
5%
Utilities
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

108 positions
#SecurityValueShares% PortLast moveHistory
1Littelfuse Inc
COM
$99.9M294.4K
2.6%
−3.0%
Reduced · −9K sh
2Msa Safety Inc
COM
$99.6M607.4K
2.6%
−3.0%
Reduced · −19K sh
3Valvoline Inc
COM
$99.1M2.94M
2.5%
−2.9%
Reduced · −89K sh
4Southwest Gas Hldgs Inc
COM
$96.2M1.11M
2.5%
+20%
Added · +185K sh
5Timken Co
COM
$93.5M930.2K
2.4%
−21%
Reduced · −245K sh
6Copt Defense Properties
SHS BEN INT
$91.2M2.98M
2.3%
+4.6%
Added · +131K sh
7McGrath Rentcorp
COM
$89.6M812.2K
2.3%
−2.9%
Reduced · −25K sh
8First Amern Finl Corp
COM
$88.5M1.47M
2.3%
−3.0%
Reduced · −46K sh
9Columbia BKG Sys Inc
COM
$88.5M3.23M
2.3%
−3.2%
Reduced · −106K sh
10Parsons Corp Del
COM
$87.4M1.61M
2.2%
+8.7%
Added · +129K sh
11Onespaworld Holdings Limited
COM
$86.8M3.78M
2.2%
+18%
Added · +572K sh
12Wintrust Finl Corp
COM
$84.8M610.7K
2.2%
−6.2%
Reduced · −41K sh
13Affiliated Managers Group
COM
$83.7M302.7K
2.1%
+4.1%
Added · +12K sh
14Brunswick Corp
COM
$82.4M1.13M
2.1%
−9.0%
Reduced · −112K sh
15Gates Indl Corp PLC
ORD SHS
$82.4M3.64M
2.1%
−13%
Reduced · −523K sh
16Axalta Coating Sys Ltd
COM
$81.6M2.95M
2.1%
−3.0%
Reduced · −91K sh
17Belden Inc
COM
$81.6M710.5K
2.1%
New
New position
18Stag Industrial Inc
COM
$81.2M2.25M
2.1%
+2.7%
Added · +60K sh
19CSW Industrials Inc
COM
$79.6M305.4K
2.0%
+103%
Added · +155K sh
20Nexstar Media Group Inc
COMMON STOCK
$78.9M436.2K
2.0%
+17%
Added · +64K sh
21Atmus Filtration Technologie
COM
$78.7M1.39M
2.0%
−15%
Reduced · −243K sh
22Renasant Corp
COM
$78.3M2.17M
2.0%
−2.6%
Reduced · −59K sh
23Hancock Whitney Corporation
COM
$77.8M1.22M
2.0%
−2.9%
Reduced · −37K sh
24Madison Square Garden Entmt
COM CL A
$77.7M1.32M
2.0%
−3.1%
Reduced · −43K sh
25Hexcel Corp New
COM
$76.3M942.4K
2.0%
−11%
Reduced · −119K sh
26California Res Corp
COM STOCK
$75.2M1.09M
1.9%
−32%
Reduced · −504K sh
27Moelis & Co
CL A
$74.6M1.31M
1.9%
+460%
Added · +1.1M sh
28Advanced Energy Inds
COM
$74.4M230.5K
1.9%
−23%
Reduced · −67K sh
29Avient Corporation
COM
$74.0M2.04M
1.9%
−3.0%
Reduced · −64K sh
30Onto Innovation Inc
COM
$73.8M360.1K
1.9%
−31%
Reduced · −159K sh
31Brinks Co
COM
$73.1M705.7K
1.9%
−3.0%
Reduced · −22K sh
32Osi Systems Inc
COM
$70.9M266.9K
1.8%
New
New position
33Independent BK Corp Mass
COM
$70.7M939.7K
1.8%
New
New position
34Modine MFG Co
COM
$70.6M325.7K
1.8%
New
New position
35Louisiana Pac Corp
COM
$69.8M959.0K
1.8%
−2.6%
Reduced · −26K sh
36Artisan Partners Asset Mgmt
CL A
$69.5M1.91M
1.8%
−2.9%
Reduced · −58K sh
37Crane NXT Co
COM
$67.8M1.67M
1.7%
+6.2%
Added · +97K sh
38Cushman And Wakefield Ltd
COMMON SHARES
$66.9M5.46M
1.7%
+7.0%
Added · +355K sh
39Boyd Gaming Corp
COM
$63.7M774.8K
1.6%
−3.1%
Reduced · −25K sh
40Centuri Holdings Inc
COM SHS
$58.7M2.01M
1.5%
+30%
Added · +465K sh
41Herc Hldgs Inc
COM
$51.6M518.3K
1.3%
−16%
Reduced · −95K sh
42Asbury Automotive Group Inc
COM
$51.3M262.5K
1.3%
−3.2%
Reduced · −9K sh
43Installed BLDG Prods Inc
COM
$31.5M118.8K
0.8%
−2.9%
Reduced · −4K sh
44Intel Corp
COM
$13.6M309.3K
0.3%
−12%
Reduced · −42K sh
45Amazon Com Inc
COM
$13.5M64.9K
0.3%
+25%
Added · +13K sh
46Abbvie Inc
COM
$13.4M61.6K
0.3%
+7.9%
Added · +5K sh
47International Business Machs
COM
$13.4M55.2K
0.3%
+109%
Added · +29K sh
48Wells Fargo & Co
COM
$13.2M165.2K
0.3%
+15%
Added · +21K sh
49Texas Instrs Inc
COM
$13.0M66.7K
0.3%
−14%
Reduced · −10K sh
50Philip Morris Intl Inc
COM
$12.8M77.5K
0.3%
−4.0%
Reduced · −3K sh
Showing 50 of 108 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026108$3.9B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026106$3.9B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025108$3.8B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025105$3.6B13F-HR
Q1 2025Mar 31, 2025May 14, 2025105$3.3B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025107$3.8B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024108$3.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024106$3.6B13F-HR
Q1 2024Mar 31, 2024May 15, 2024107$3.7B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024108$3.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023151$3.0B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023156$3.3B13F-HR
Q1 2023Mar 31, 2023May 9, 2023111$3.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023108$3.1B13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022106$2.9B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022107$3.1B13F-HR
Q1 2022Mar 31, 2022May 12, 2022104$3.4B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022106$3.5B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021110$3.2B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021112$3.0B13F-HR
Q1 2021Mar 31, 2021May 14, 2021108$2.9B13F-HR
Q4 2020Dec 31, 2020Mar 3, 2021105$2.5B13F-HR/A
Q3 2020Sep 30, 2020Nov 13, 2020100$1.8B13F-HR
Amended / restated
  • Q4 2020 · filed Feb 11, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.