Arkolith/Funds/Systematic Financial Management LP

Systematic Financial Management LP

CIK 1085936
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Systematic Financial Management LP holds a diversified book of 247 stocks worth $4.4B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Piper Sandler Cos and trimmed Tower Semiconductor Ltd. Their largest long position is Tower Semiconductor Ltd at 2% of the equity book.

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Use Arkolith to show SYSTEMATIC FINANCIAL MANAGEMENT LP's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
46
existing
Trimmed
163
reduced
Sold out
12
exited

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

99% mapped to company sectors

Financials
20%
Information Technology
16%
Industrials
14%
Consumer Discretionary
11%
Materials
9%
Health Care
9%
Real Estate
7%
Energy
7%

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.

247 positions
#SecurityValueShares% PortLast moveHistory
1Tower Semiconductor Ltd.
SHS NEW
$96.3M548.9K
2.2%
−16%
Reduced · −102K sh
2Magnolia Oil & Gas Corporation
CL A
$88.8M2.81M
2.0%
−4.3%
Reduced · −126K sh
3Mueller Industries Inc.
COM
$86.9M784.7K
2.0%
−4.2%
Reduced · −34K sh
4EMCOR Group Inc.
COM
$84.5M114.5K
1.9%
−10%
Reduced · −13K sh
5Jazz Pharmaceuticals PLC
SHS USD
$77.0M407.1K
1.8%
+2.6%
Added · +10K sh
6NorthWestern Energy Group Inc.
COM NEW
$74.6M1.13M
1.7%
−2.4%
Reduced · −28K sh
7Adeia Inc.
COM
$64.5M2.69M
1.5%
−7.1%
Reduced · −205K sh
8Granite Construction Inc.
COM
$63.0M525.3K
1.4%
−2.0%
Reduced · −11K sh
9OSI Systems Inc.
COM
$58.2M219.2K
1.3%
−6.0%
Reduced · −14K sh
10Silicon Motion Technology Corp
SPONSORED ADR
$56.9M506.7K
1.3%
−13%
Reduced · −76K sh
11MKS Inc.
COM
$55.6M242.1K
1.3%
−8.6%
Reduced · −23K sh
12Piper Sandler Companies
COM NEW
$55.3M722.0K
1.3%
New
New position
13Atlantic Union Bankshares Corp
COM
$54.8M1.53M
1.3%
−0.7%
Reduced · −10K sh
14Trustco Bank Corp NY (new)
COM NEW
$51.0M1.17M
1.2%
−0.7%
Reduced · −8K sh
15REX American Resources Corp.
COM
$50.5M1.11M
1.2%
−6.6%
Reduced · −78K sh
16Webster Financial Corp.
COM
$50.4M726.1K
1.2%
−29%
Reduced · −292K sh
17Madison Square Garden Sports C
CL A
$49.7M154.5K
1.1%
−1.3%
Reduced · −2K sh
18WaFd Inc.
COM
$48.3M1.54M
1.1%
−1.2%
Reduced · −19K sh
19Innoviva Inc.
COM
$47.2M2.02M
1.1%
−4.3%
Reduced · −90K sh
20Madison Square Garden Entertai
CL A
$46.8M795.2K
1.1%
−7.9%
Reduced · −69K sh
21LSI Industries Inc.
COM
$46.6M2.50M
1.1%
−2.0%
Reduced · −51K sh
22Stifel Financial Corp.
COM
$45.6M616.8K
1.0%
+49%
Added · +203K sh
23Encompass Health Corp.
COM
$43.2M446.4K
1.0%
+1.3%
Added · +6K sh
24Cohu Inc.
COM
$42.9M1.40M
1.0%
−9.1%
Reduced · −140K sh
25Ovintiv Inc.
COM
$42.8M720.7K
1.0%
−2.4%
Reduced · −18K sh
26Urban Outfitters Inc.
COM
$42.4M668.7K
1.0%
−0.1%
Reduced · −645 sh
27Comfort Systems USA Inc.
COM
$41.6M30.2K
1.0%
−38%
Reduced · −19K sh
28Sabra Health Care REIT Inc.
COM
$41.4M2.15M
1.0%
−2.6%
Reduced · −58K sh
29Provident Financial Services I
COM
$41.4M1.96M
0.9%
−0.9%
Reduced · −18K sh
30Dime Community Bancshares Inc.
COM
$40.9M1.21M
0.9%
−2.8%
Reduced · −35K sh
31Coherent Corp.
COM
$40.7M170.7K
0.9%
−23%
Reduced · −52K sh
32Everest Group Ltd.
COM
$39.2M120.0K
0.9%
+3.3%
Added · +4K sh
33UMB Financial Corp.
COM
$39.1M346.4K
0.9%
+0.2%
Added · +610 sh
34Columbia Banking System Inc.
COM
$36.8M1.34M
0.8%
+4.0%
Added · +52K sh
35Onto Innovations Inc.
COM
$36.6M178.3K
0.8%
−9.4%
Reduced · −18K sh
36Regal Rexnord Corp.
COM
$36.3M193.8K
0.8%
−2.4%
Reduced · −5K sh
37Eastern Bankshares Inc.
COM
$36.1M1.85M
0.8%
−2.9%
Reduced · −55K sh
38Sphere Entertainment Co.
CL A
$34.9M297.5K
0.8%
−2.9%
Reduced · −9K sh
39Beacon Financial Corporation
COM
$33.8M1.13M
0.8%
−1.1%
Reduced · −13K sh
40First Merchants Corporation
COM
$33.4M862.0K
0.8%
+11%
Added · +84K sh
41Portland General Electric
COM NEW
$33.2M629.3K
0.8%
−2.1%
Reduced · −13K sh
42Tapestry Inc.
COM
$32.9M233.4K
0.8%
−3.2%
Reduced · −8K sh
43Commercial Metals Company
COM
$32.4M528.2K
0.7%
−3.7%
Reduced · −20K sh
44Abercrombie & Fitch Co.
CL A
$32.0M349.9K
0.7%
−2.4%
Reduced · −9K sh
45Quanex Building Products Corpo
COM
$31.9M1.78M
0.7%
+0.1%
Added · +2K sh
46First Citizens Bancshares Inc.
CL A
$31.5M16.7K
0.7%
−4.8%
Reduced · −847 sh
47Old Republic Intl Corp.
COM
$31.4M785.8K
0.7%
−2.6%
Reduced · −21K sh
48Exelixis Inc.
COM
$30.4M709.1K
0.7%
−28%
Reduced · −278K sh
49Healthpeak Properties Inc.
COM
$30.2M1.84M
0.7%
+10%
Added · +172K sh
50Williams-Sonoma Inc.
COM
$30.0M164.5K
0.7%
−2.0%
Reduced · −3K sh
Showing 50 of 247 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026408$4.4B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026410$4.2B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025398$4.1B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025398$3.7B13F-HR
Q1 2025Mar 31, 2025May 14, 2025397$3.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025405$3.9B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024491$3.9B13F-HR
Q2 2024Jun 30, 2024Aug 16, 2024400$3.3B13F-HR
Q1 2024Mar 31, 2024May 15, 2024403$3.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024396$3.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023393$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023381$3.2B13F-HR
Q1 2023Mar 31, 2023May 12, 2023453$3.1B13F-HR
Q4 2022Dec 31, 2022Feb 15, 2023394$3.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022246$2.7B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022250$2.9B13F-HR
Q1 2022Mar 31, 2022May 11, 2022251$3.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022252$3.4B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021252$3.2B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021254$3.3B13F-HR
Q1 2021Mar 31, 2021May 10, 2021249$2.7B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021248$2.3B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020248$1.8B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020505$1.9B13F-HR

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.