Arkolith/Funds/Deprince Race & Zollo Inc

Deprince Race & Zollo Inc

CIK 1008894
Holdings as of Jun 30, 2026·disclosed Aug 20, 2026·~51-day 13F lag·13F-HR
Active Filer

Deprince Race & Zollo Inc holds a diversified book of 188 stocks worth $6.0B as of Q2 2026 (disclosed Aug 20, 2026, a ~51-day 13F lag). This quarter they opened Crane NXT Co and trimmed Werner Enterprises Inc. Their largest long position is Newell Brands Inc at 2% of the equity book.

Opened
46
bought for the first time
Added to
55
already held, bought more
Trimmed
110
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
10%
Top 10 holdings
17%
Top 20 holdings
29%

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

Industrials
30%
Financials
20%
Materials
16%
Information Technology
9%
Consumer Discretionary
7%
Energy
5%
Consumer Staples
3%
Real Estate
3%

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

Funds with the most overlap

Other tracked managers holding the same core names as Deprince Race & Zollo Inc

Manager / fundShared namesTheir $ in those
AdviceOne Advisory Services, LLC8 / 80$135.4M
Brookmont Capital Management11 / 80$89.0M
DOLIVER ADVISORS, LP15 / 80$168.1M
LUTS & GREENLEIGH GROUP, INC.10 / 80$43.7M
ARMSTRONG HENRY H ASSOCIATES INC9 / 80$341.0M
DELTA ASSET MANAGEMENT LLC/TN32 / 80$376.4M
Constitution Capital LLC8 / 80$61.3M
Barbara Oil Co.12 / 80$92.0M

Ranked by the share of each fund's own book sitting in the names it shares with Deprince Race & Zollo Inc: 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.

188 positions
#SecurityValueShares% PortLast moveHistory
1Newell Brands Inc
COM
$133.1M21.68M
2.2%
+18%
Added · +3.3M sh
2Werner Enterprises Inc
COM
$130.4M2.99M
2.2%
−2.1%
Reduced · −64K sh
3Brunswick Corp
COM
$122.5M1.45M
2.1%
−11%
Reduced · −185K sh
4Primo Brands Corporation
CLASS A COM SHS
$116.3M4.76M
2.0%
+24%
Added · +927K sh
5Flowserve Corp
COM
$100.5M1.35M
1.7%
+29%
Added · +308K sh
6Crane NXT Co
COM
$93.1M1.82M
1.6%
New
New position
7Citigroup Inc
COM NEW
$90.9M649.6K
1.5%
−5.9%
Reduced · −41K sh
8Microsoft Corp
COM
$88.0M235.9K
1.5%
+194%
Added · +156K sh
9Rayonier Inc
COM
$86.6M4.07M
1.5%
−2.2%
Reduced · −91K sh
10Robert Half Inc.
COM
$78.8M2.57M
1.3%
+31%
Added · +608K sh
11Scotts Miracle-Gro Co
CL A
$77.8M1.14M
1.3%
+5.1%
Added · +55K sh
12Timken Co
COM
$76.5M526.7K
1.3%
−5.2%
Reduced · −29K sh
13Taiwan Semiconductor Manufac
SPONSORED ADS
$73.9M154.7K
1.2%
−0.6%
Reduced · −1K sh
14Schneider National Inc
CL B
$71.4M1.96M
1.2%
−9.4%
Reduced · −204K sh
15Wells Fargo & Co
COM
$70.9M857.7K
1.2%
−0.5%
Reduced · −5K sh
16Louisiana Pac Corp
COM
$70.2M892.0K
1.2%
+15%
Added · +114K sh
17Wyndham Hotels & Resorts Inc
COM
$68.9M818.5K
1.2%
−15%
Reduced · −139K sh
18Select Water Solutions Inc
CL A COM
$68.9M3.45M
1.2%
−2.0%
Reduced · −70K sh
19Idex Corp
COM
$68.8M303.1K
1.2%
−13%
Reduced · −46K sh
20Sandisk Corp
COM
$67.9M29.9K
1.1%
−20%
Reduced · −7K sh
21JPMorgan Chase & Co
COM
$67.0M204.6K
1.1%
−11%
Reduced · −25K sh
22MSC Indl Direct Inc
CL A
$64.3M540.5K
1.1%
−23%
Reduced · −165K sh
23Greif Inc
CL A
$60.1M806.3K
1.0%
+1.1%
Added · +8K sh
24Johnson & Johnson
COM
$58.8M231.7K
1.0%
−11%
Reduced · −29K sh
25Ufp Industries Inc
COM
$55.7M614.3K
0.9%
+6.0%
Added · +35K sh
26RPM Intl Inc
COM
$55.3M497.8K
0.9%
+33%
Added · +122K sh
27Western Digital Corp
COM
$54.9M85.9K
0.9%
−27%
Reduced · −32K sh
28Match Group Inc New
COM
$54.4M1.43M
0.9%
−7.8%
Reduced · −120K sh
29Millerknoll Inc
COM
$54.0M2.64M
0.9%
+6.5%
Added · +162K sh
30V F Corp
COM
$52.9M3.17M
0.9%
+23%
Added · +583K sh
31Toro Co
COM
$52.5M539.4K
0.9%
+24%
Added · +104K sh
32Stepan Co
COM
$52.2M936.6K
0.9%
−1.1%
Reduced · −11K sh
33Fifth Third Bancorp
COM
$51.4M911.4K
0.9%
−2.2%
Reduced · −20K sh
34Pool Corp
COM
$50.3M234.2K
0.8%
+37%
Added · +64K sh
35Marriott Vacations Worldwide
COM
$50.3M493.4K
0.8%
−5.9%
Reduced · −31K sh
36Korn Ferry
COM NEW
$49.8M748.0K
0.8%
New
New position
37Glacier Bancorp Inc New
COM
$48.7M945.0K
0.8%
−50%
Reduced · −941K sh
38Union Pac Corp
COM
$48.1M176.9K
0.8%
−25%
Reduced · −58K sh
39Interparfums Inc
COM
$47.8M427.7K
0.8%
+28%
Added · +94K sh
40Donaldson Inc
COM
$47.7M530.9K
0.8%
New
New position
41Fuller H B Co
COM
$47.5M815.7K
0.8%
+12%
Added · +88K sh
42Parker-Hannifin Corp
COM
$46.9M48.0K
0.8%
−4.3%
Reduced · −2K sh
43Knight-Swift Transn Hldgs In
CL A
$46.8M601.4K
0.8%
−19%
Reduced · −137K sh
44Allstate Corp
COM
$46.3M194.8K
0.8%
−0.5%
Reduced · −919 sh
45Ugi Corp New
COM
$46.2M1.34M
0.8%
New
New position
46KBR Inc
COM
$46.1M1.34M
0.8%
New
New position
47Avery Dennison Corp
COM
$45.7M281.6K
0.8%
+81%
Added · +126K sh
48Owens Corning New
COM
$45.4M285.8K
0.8%
New
New position
49Abbott Laboratories
COM
$44.5M490.4K
0.7%
+100%
Added · +245K sh
50Cactus Inc
CL A
$44.2M863.1K
0.7%
−2.4%
Reduced · −21K sh
Showing 50 of 188 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 20, 2026188$6.0B13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026184$5.3B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026183$5.2B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025183$5.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025182$4.8B13F-HR
Q1 2025Mar 31, 2025May 15, 2025184$4.8B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025183$5.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024182$5.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024175$4.5B13F-HR
Q1 2024Mar 31, 2024May 15, 2024177$4.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024177$4.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023181$4.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023190$4.3B13F-HR
Q1 2023Mar 31, 2023May 15, 2023199$4.3B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023199$4.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022193$3.9B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022192$4.3B13F-HR
Q1 2022Mar 31, 2022May 16, 2022199$5.1B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022194$3.9B13F-HR
Q3 2021Sep 30, 2021Nov 17, 2021203$3.7B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021218$4.0B13F-HR
Q1 2021Mar 31, 2021May 18, 2021210$3.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021215$3.2B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020205$2.7B13F-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.