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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 57 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ASH ASHLAND GLOBAL HOLDINGS INC Basic Materials 1,520.0 $85K 0.00% -1K -43.3% $55.61 +1.2%
1122 DX DYNEX CAPITAL INC Real Estate 6,621.0 $84K 0.00% -2K -21.9% $12.76 +0.7%
1123 UE URBAN EDGE PROPERTIES Real Estate 4,217.0 $84K 0.00% -3K -42.6% $19.98 +10.0%
1124 RHI ROBERT HALF INC Industrials 3,317.0 $84K 0.00% -3K -43.3% $25.40 +3.3%
1125 SYNA SYNAPTICS INC Technology 1,198.0 $84K 0.00% -875.0 -42.2% $70.04 +85.4%
1126 MTRN MATERION CORP Basic Materials 580.0 $84K 0.00% -410.0 -41.4% $144.65 +45.3%
1127 AKR ACADIA REALTY TRUST Real Estate 4,375.0 $84K 0.00% -3K -42.6% $19.12 +14.1%
1128 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 252.0 $83K 0.00% -182.0 -41.9% $330.63 -3.2%
1129 CURB CURBLINE PROPERTIES CORP Real Estate 3,227.0 $83K 0.00% -2K -42.9% $25.79 +11.2%
1130 FCPT FOUR CORNERS PROPERTY TRUST Real Estate 3,510.0 $83K 0.00% -3K -42.5% $23.65 +5.7%
1131 VC VISTEON CORP Consumer Cyclical 911.0 $83K 0.00% -6K -86.9% $91.11 +19.9%
1132 BEACON FINANCIAL CORP 2,762.0 $83K 0.00% -2K -42.8% $30.00
1133 WSC WILLSCOT MOBILE MINI HOLDING Industrials 4,773.0 $83K 0.00% -3K -41.6% $17.36 +36.9%
1134 CVBF CVB FINANCIAL CORP Financial Services 4,271.0 $83K 0.00% -3K -43.3% $19.39 +4.8%
1135 NCLH NORWEGIAN CRUISE LINE HOLDIN Consumer Cyclical 4,421.0 $83K 0.00% -1K -19.4% $18.70 -11.9%
1136 ITRI ITRON INC COM Technology 919.0 $82K 0.00% -578.0 -38.6% $89.63 -8.7%
1137 DHT DHT HOLDINGS INC Energy 4,484.0 $82K 0.00% -39K -89.7% $18.27 -2.8%
1138 PBH PRESTIGE CONSUMER HEALTHCARE Healthcare 1,358.0 $80K 0.00% -1K -43.3% $59.27 -18.6%
1139 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 5,423.0 $80K 0.00% -5K -46.4% $14.84 -7.7%
1140 PRK PARK NATIONAL CORP Financial Services 492.0 $80K 0.00% -369.0 -42.9% $163.45 +3.2%
Page 57 of 124  ·  2,476 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%