Thompson Siegel & Walmsley
$5.5B 13F equity value
453 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Thompson Siegel & Walmsley covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 988,178 | $144M | 2.6% |
| SW | SMURFIT WESTROCK PLC | 2,394,335 | $111M | 2.0% |
| CHKP | CHECK POINT SOFTWARE TECH | 631,464 | $83M | 1.5% |
| KHC | KRAFT HEINZ CO | 3,496,584 | $83M | 1.5% |
| EVRG | EVERGY INC | 928,256 | $80M | 1.4% |
| GOOG | ALPHABET INC | 215,132 | $76M | 1.4% |
| D | DOMINION ENERGY INC | 1,075,775 | $73M | 1.3% |
| LKQ | LKQ CORP | 2,669,838 | $70M | 1.3% |
| GPK | GRAPHIC PACKAGING HOLDING CO | 6,501,103 | $69M | 1.2% |
| MKL | MARKEL GROUP INC | 33,676 | $66M | 1.2% |
Track Thompson Siegel & Walmsley's 13F portfolio: $5.5B in reported holdings, 453 positions. Top holdings and quarterly changes on SentiSense.
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