Arkolith/Funds/Dean Capital Management

Dean Capital Management

CIK 1455468
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Dean Capital Management holds a diversified book of 112 stocks worth $276.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Selective Insurance Group and trimmed Reynolds Consumer Products I. Their largest long position is Jazz Pharmaceuticals PLC at 2% of the equity book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
18%
Top 20 holdings
31%

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

Where the money is, by sector

100% mapped to company sectors

Industrials
21%
Financials
21%
Utilities
11%
Information Technology
9%
Materials
7%
Health Care
7%
Consumer Discretionary
7%
Real Estate
6%

+3 sectors below the cut, 9% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dean Capital Management

Manager / fundShared namesTheir $ in those
Dean Investment Associates, LLC80 / 80$424.7M
First Financial Corp11 / 80$49.6M
Leeward Investments, LLC - MA22 / 80$360.7M
Tributary Capital Management, LLC11 / 80$149.6M
Earnest Partners LLC17 / 80$3.0B
Cramer Rosenthal McGlynn LLC10 / 80$147.1M
iSAM Funds (UK) Ltd15 / 80$15.3M
Cbre Investment Management Listed Real Assets LLC10 / 80$712.8M

Ranked by the share of each fund's own book sitting in the names it shares with Dean Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

112 positions
#SecurityValueShares% PortLast moveHistory
1Jazz Pharmaceuticals PLC
CS
$5.1M21.2K
1.8%
Held
2American States Water Co
CS
$5.1M61.6K
1.8%
+32%
Added · +15K sh
3Heartland Express Inc
CS
$5.1M332.7K
1.8%
+36%
Added · +89K sh
4Employers Holdings
CS
$5.0M99.1K
1.8%
+97%
Added · +49K sh
5Selective Ins Group Inc
CS
$5.0M51.3K
1.8%
New
New position
6John B Sanfilippo & Son Inc
CS
$4.9M56.8K
1.8%
+5.2%
Added · +3K sh
7Broadstone Net Lease
CS
$4.8M233.7K
1.7%
+69%
Added · +96K sh
8Portland General Electric Co
CS
$4.8M93.0K
1.7%
+36%
Added · +25K sh
9Werner Enterprises Inc
CS
$4.6M105.6K
1.7%
+155%
Added · +64K sh
10Reynolds Consumer Products
CS
$4.3M159.2K
1.5%
−12%
Reduced · −21K sh
11Bank of New York Mellon Corp
CS
$4.2M29.1K
1.5%
Held
12Kforce Inc
CS
$4.1M86.6K
1.5%
New
New position
13Addus Homecare Corp
CS
$3.9M38.7K
1.4%
+28%
Added · +8K sh
14World Kinect Corp
CS
$3.8M114.5K
1.4%
13×
Added · +105K sh
15Littelfuse Inc
CS
$3.7M8.0K
1.3%
−40%
Reduced · −5K sh
16Chesapeake Utilities Corp
CS
$3.5M28.7K
1.3%
+70%
Added · +12K sh
17Knight-Swift Transportation Ho
CS
$3.5M44.6K
1.3%
Held
18Cathay General Bancorp
CS
$3.4M54.9K
1.2%
+302%
Added · +41K sh
19Arrow Electronics Inc
CS
$3.4M15.9K
1.2%
Held
20Haemonetics Corp
CS
$3.4M45.0K
1.2%
New
New position
21Yeti Holdings Inc
CS
$3.4M67.7K
1.2%
+26%
Added · +14K sh
22Ameren Corp
CS
$3.3M29.2K
1.2%
+13%
Added · +3K sh
23Assurant Inc
CS
$3.0M11.2K
1.1%
Held
24Cohu Inc
CS
$3.0M40.5K
1.1%
−54%
Reduced · −48K sh
25J & J Snack Foods Corp
CS
$3.0M40.2K
1.1%
+149%
Added · +24K sh
261st Source Corp
CS
$2.9M35.0K
1.0%
−3.4%
Reduced · −1K sh
27Avalonbay Communities Inc
CS
$2.9M15.1K
1.0%
+36%
Added · +4K sh
28QCR Holdings Inc
CS
$2.8M29.2K
1.0%
−8.3%
Reduced · −3K sh
29Hershey Co
CS
$2.8M16.0K
1.0%
+16%
Added · +2K sh
30Encompass Health Corp
CS
$2.7M27.2K
1.0%
+22%
Added · +5K sh
31RPM Intl Inc
CS
$2.7M24.3K
1.0%
+39%
Added · +7K sh
32Minerals Technologies Inc
CS
$2.7M36.3K
1.0%
+35%
Added · +9K sh
33Avery Dennison Corp
CS
$2.7M16.5K
1.0%
+14%
Added · +2K sh
34US Foods Holding Corp
CS
$2.7M26.1K
1.0%
+17%
Added · +4K sh
35OGE Energy Corp
CS
$2.7M54.9K
1.0%
Held
36Hartford Insurance Group Inc
CS
$2.6M20.0K
1.0%
+12%
Added · +2K sh
37Dollar General Corp
CS
$2.6M23.0K
1.0%
Held
38Quest Diagnostics Inc
CS
$2.6M12.5K
1.0%
Held
39Prosperity Bancshares Inc
CS
$2.6M36.1K
1.0%
Held
40Dover Corp
CS
$2.6M11.7K
1.0%
Held
41International Flavors & Fragra
CS
$2.6M33.0K
0.9%
Held
42Regal Rexnord Corp
CS
$2.6M10.9K
0.9%
Held
43First Financial Corp
CS
$2.6M33.3K
0.9%
+40%
Added · +10K sh
44Gates Industrial Corp PLC
CS
$2.6M92.2K
0.9%
New
New position
45KB Home
CS
$2.6M40.9K
0.9%
New
New position
46Regions Financial Corp
CS
$2.5M83.5K
0.9%
Held
47Wesco International Inc
CS
$2.5M7.3K
0.9%
−17%
Reduced · −1K sh
48Regency Centers Corp
CS
$2.5M31.5K
0.9%
Held
49S&T Bancorp Inc
CS
$2.5M50.8K
0.9%
+27%
Added · +11K sh
50PROG Holdings
CS
$2.5M53.3K
0.9%
−7.1%
Reduced · −4K sh
Showing 50 of 112 positions
Build

Ask your agent what Dean Capital Management owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1455468/holdings"
Ask your agent
Use Arkolith to show Dean Capital Management's latest
holdings, largest changes, and filing provenance.

Filing history

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

$276.1M · Q2 2026Q2 2025 · $243.3MQ2 2026 · $276.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d113$276.1M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d112$241.4M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202651d118$234.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d122$256.5M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d125$243.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.