Hotchkis & Wiley Capital Management Llc Activity Analysis: Q3 Investment Trends
A detailed analysis of holdings changes for Hotchkis & Wiley Capital Management Llc covering significant stock purchases and sales in Technology, Financial Services, and other sectors during the third quarter.
Hotchkis & Wiley Capital Management Llc has reported its investment activities for the period ending June 30, 2026. The firm's portfolio shows a mix of buying and selling actions across various sectors.
Purchasing Focus: Technology and Financial Services
The investor demonstrated significant buying activity this quarter, particularly in Ericsson (ERIC) with a 16.43% increase in shares held, adding approximately 5.4 million shares to its position worth about $766 million.
In the Technology sector, Fiserv (FI) saw a massive purchase of around 4.6 million new shares during this period, representing an unprecedented 79.43% increase in holdings and contributing $513 million to its value.
Additionally, the investor significantly boosted its stake in SAP (SAP), acquiring shares that increased the position by 878.15% during this quarter alone, adding substantial weight to their portfolio.
Financial Services also saw notable buying interest from Hotchkis & Wiley with purchases in Citigroup (C), acquiring shares that increased the position by 35.26% ($637 million worth), and a smaller but still significant increase in Corebridge Financial Inc (CRBG) by 28.24%, adding $333 million.
Strategic Sales: Technology Sector Dominates
Selling activity was prominent, especially within the Technology sector where F5 Networks (FFIV) experienced a sharp decline of 54.98% in its stake during this quarter.
The investor also sold out of Ericsson (ERIC), another major Technology holding, reducing the position by 16.48%, which is one of their most significant holdings changes reported for the period.
Portfolio Shifts and Sector Insights
Beyond these high-impact moves, Hotchkis & Wiley Capital Management Llc also increased its stake in CNH Indústrias N.V. (CNH) by 12.43%, adding $550 million to this position.
In the same period, they reduced their exposure to Ecosystèmes Inc (ECVT) substantially, cutting shares by 74.06% ($17.5 million reduction), and also decreased their stake in Fidelity National Information Services (FIS) by 7.93%, though this was a smaller position.
Investor Profile
Hotchkis & Wiley Capital Management Llc is an investment management firm focused on institutional strategies, as detailed further at their profile page.