BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Holdings (Monthly) Guide ↗

Transamerica Mid Cap Value Opportunities

· Transamerica Funds
Monthly Holdings $822M AUM 32 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 14 New 23 Added 32 Reduced 8 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Kraft Heinz Co/The 500754106 Jan 2026 939,300 -133,600 $21.3M -16.4% 2.63% EC
2 LKQ Corp 501889208 Jan 2026 658,829 -37,100 $20.8M -9.0% 2.57% EC
3 Dominion Energy Inc 25746U109 Jan 2026 286,300 -67,600 $18.5M -13.3% 2.28% EC
4 Evergy Inc 30034W106 Jan 2026 218,100 -34,700 $18.1M -6.9% 2.23% EC
5 First Citizens BancShares Inc/NC 31946M103 Jan 2026 8,645 -1,400 $17.2M -17.5% 2.12% EC
6 Mosaic Co/The 61945C103 Jan 2026 694,200 -60,500 $16.2M -22.2% 2.00% EC
7 Gaming and Leisure Properties Inc 36467J108 Jan 2026 332,375 -58,400 $16.1M -7.9% 1.99% EC
8 Molson Coors Beverage Co 60871R209 Jan 2026 336,100 -9,800 $14.4M -13.6% 1.78% EC
9 Fidelity National Financial Inc 31620R303 Jan 2026 264,522 -8,500 $13.8M -6.8% 1.71% EC
10 Conagra Brands Inc 205887102 Jan 2026 955,900 -107,500 $13.7M -30.3% 1.70% EC
11 Vontier Corp 928881101 Jan 2026 379,038 -39,600 $13.6M -13.4% 1.68% EC
12 Halliburton Co 406216101 Jan 2026 294,700 -144,000 $12.5M -15.2% 1.54% EC
13 Global Payments Inc 37940X102 Jan 2026 169,100 -42,700 $12.2M -19.9% 1.50% EC
14 IAC Inc 44891N208 Jan 2026 270,790 -155,000 $12.1M -23.3% 1.49% EC
15 Match Group Inc 57667L107 Jan 2026 322,300 -117,100 $12.1M -11.9% 1.49% EC
16 Henry Schein Inc 806407102 Jan 2026 156,100 -19,600 $11.6M -12.2% 1.44% EC
17 Zimmer Biomet Holdings Inc 98956P102 Jan 2026 137,300 -22,200 $11.3M -18.5% 1.40% EC
18 Baxter International Inc 071813109 Jan 2026 620,300 -50,400 $10.9M -19.0% 1.35% EC
19 HF Sinclair Corp 403949100 Jan 2026 153,388 -53,400 $10.3M -4.1% 1.27% EC
20 Sirius XM Holdings Inc 829933100 Jan 2026 381,829 -240,300 $10.3M -18.8% 1.27% EC
21 Viatris Inc 92556V106 Jan 2026 669,900 -311,900 $10.0M -22.1% 1.24% EC
22 News Corp 65249B109 Jan 2026 367,000 -71,800 $9.7M -18.6% 1.19% EC
23 Charter Communications Inc 16119P108 Jan 2026 57,100 -6,000 $9.4M -27.5% 1.17% EC
24 OGE Energy Corp 670837103 Jan 2026 165,142 -90,200 $8.1M -27.7% 1.00% EC
25 TD SYNNEX Corp 87162W100 Jan 2026 35,000 -54,300 $8.0M -43.6% 0.99% EC
26 Crown Holdings Inc 228368106 Jan 2026 79,400 -41,900 $7.8M -38.5% 0.96% EC
27 PPG Industries Inc 693506107 Jan 2026 71,300 -60,300 $7.7M -49.2% 0.96% EC
28 Fluor Corp 343412102 Jan 2026 140,200 -76,300 $7.5M -25.2% 0.92% EC
29 Corpay Inc 219948106 Jan 2026 24,300 -15,600 $7.4M -40.7% 0.92% EC
30 Bio-Rad Laboratories Inc 090572207 Jan 2026 24,308 -4,900 $6.8M -20.6% 0.84% EC
31 Commercial Metals Co 201723103 Jan 2026 62,100 -21,700 $4.3M -33.5% 0.53% EC
32 Archer-Daniels-Midland Co 039483102 Jan 2026 53,800 -41,100 $4.0M -37.2% 0.50% EC