Aristotle Capital Management Q2 2026: Key Portfolio Activity

According to filings available through Insiderset, Aristotle Capital Management, a significant investor with substantial portfolio holdings as of June 30th, 2026, showed notable activity in the second quarter.

Purchases This Quarter

The firm significantly increased its positions in several companies during Q2:

• EDWARDS LIFESCIENCES CORP (EW), adding shares worth a substantial increase, boosting the position's allocation to 1.64%.
• AUTODESK INC (ADSK) saw its stake grow substantially in this quarter, increasing by over three million shares and reaching a portfolio weighting of 1.45%.
• DEVON ENERGY CORP NEW (DVN) was added with a large purchase, representing a new position in the fund's holdings at this time.

In addition to these major buys:

• VERIZON COMMUNICATIONS INC (VZ) experienced a notable increase in its stake, growing by nearly one and a half million shares.
• The firm also noted activity with other companies like MCCORMICK & CO INC (MKC) and EDWARDS LIFESCIENCES CORP, though the latter was already a significant position.
• Note: The data provided includes specific changes for several holdings, but does not list all individual stock purchases made during this quarter.

Sales and Reductions This Quarter

Aristotle Capital Management also reduced its stakes in certain companies or exited positions entirely:

• The position in DANAHER CORP DEL (DHR) was drastically cut, effectively reducing the allocation to zero percent.
• EFS FUNDS INC, previously a holding, is no longer listed in the top holdings data provided.
• The stake in ATMOS ENERGY CORP (ATO) was significantly reduced, though it remains present albeit with a very small allocation.

Further reductions were observed:

• CATHAY GENERAL INSURANCE CORP (CATH) is no longer listed in the top holdings data provided.
• The position in EFS FUNDS INC, previously mentioned, also appears to have been sold out completely during this period.
• Note: The provided data highlights specific changes for several holdings, but does not list all individual stock sales made during this quarter.

Overall Portfolio Changes

The portfolio's total value stood at $42.9 billion as of June 30th, 2026. The changes in holdings reflect a dynamic investment strategy focused on specific opportunities and adjustments within various sectors.

• Significant buying activity was noted for Technology (ADSK), Financial Services (MUFG, USB), and Energy (DVN).
• Selling or reducing stakes impacted Healthcare (DHR) and Utilities (ATO).

The firm's portfolio now includes holdings across multiple sectors including Consumer Cyclical, Industrials, Technology, Financial Services, Basic Materials, Healthcare, Communication Services, Consumer Defensive, Energy, and Utilities.