DEPRINCE RACE & ZOLLO INC — 13F Holdings & Portfolio

CIK 1008894 · latest 13F-HR filed 2026-08-20

DEPRINCE RACE & ZOLLO INC manages $5.96B in 13F-reported U.S. long-equity assets across 188 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NWL (2.23%), WERN (2.19%), BC (2.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 19, added to 79, and trimmed 56.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
250 PARK AVENUE SOUTH
SUITE 250
WINTER PARK, FL 32789
Phone
(407) 420-9903
Filing Manager
DEPRINCE RACE & ZOLLO INC
Winter Park, FL
Signatory
Adelbert R. Sanchez
Chief Compliance Officer
Loading holdings…
AUM

$5.96B

Long-equity book

Holdings

188

Distinct positions

Period

2026-06-30

Filed 2026-08-20

Q/Q Activity

+23 / −19 / ↑79 / ↓56

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NEWELL BRANDS INC$70.1M +111.1%
  • MICROSOFT CORP$58.3M +196.5%
  • SANDISK CORP$44.3M +187.5%
  • PRIMO BRANDS CORPORATION$44.2M +61.2%
  • WERNER ENTERPRISES INC$40.6M +45.2%
Show all 79 →

Top Trims

  • KODIAK GAS SVCS INC-$51.4M -97.8%
  • INDEPENDENT BK CORP MASS-$46.1M -59.2%
  • VISHAY INTERTECHNOLOGY INC-$44.3M -77.3%
  • SOUTHSTATE BK CORP-$42.2M -62.5%
  • GLACIER BANCORP INC NEW-$35.5M -42.1%
Show all 56 →

New Positions

  • CRANE NXT CO$93.1M
  • KORN FERRY$49.8M
  • DONALDSON INC$47.7M
  • UGI CORP NEW$46.2M
  • KBR INC$46.1M
Show all 23 →

Exited Positions

  • HONEYWELL INTL INC$34.1M
  • WEYERHAEUSER CO$33.9M
  • COMCAST CORP NEW$29.4M
  • NNN REIT INC$24.2M
  • WESTLAKE CORPORATION$23.8M
Show all 19 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NEWELL BRANDS INC NWL 651229106 $133.1M 2.23% 21,683,591 SH
2 WERNER ENTERPRISES INC WERN 950755108 $130.4M 2.19% 2,991,056 SH
3 BRUNSWICK CORP BC 117043109 $122.5M 2.06% 1,454,187 SH
4 PRIMO BRANDS CORPORATION PRMB 741623102 $116.3M 1.95% 4,759,883 SH
5 FLOWSERVE CORP FLS 34354P105 $100.5M 1.69% 1,354,989 SH
6 CRANE NXT CO CXT 224441105 $93.1M 1.56% 1,819,078 SH
7 CITIGROUP INC C 172967424 $90.9M 1.53% 649,552 SH
8 MICROSOFT CORP MSFT 594918104 $88.0M 1.48% 235,894 SH
9 RAYONIER INC RYN 754907103 $86.6M 1.45% 4,068,556 SH
10 ROBERT HALF INC. RHI 770323103 $78.8M 1.32% 2,567,963 SH
11 SCOTTS MIRACLE-GRO CO SMG 810186106 $77.8M 1.31% 1,142,587 SH
12 TIMKEN CO TKR 887389104 $76.5M 1.28% 526,719 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $73.9M 1.24% 154,671 SH
14 SCHNEIDER NATIONAL INC SNDR 80689H102 $71.4M 1.20% 1,955,832 SH
15 WELLS FARGO & CO WFC 949746101 $70.9M 1.19% 857,727 SH
16 LOUISIANA PAC CORP LPX 546347105 $70.2M 1.18% 892,047 SH
17 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $68.9M 1.16% 818,457 SH
18 SELECT WATER SOLUTIONS INC WTTR 81617J301 $68.9M 1.16% 3,447,087 SH
19 IDEX CORP IEX 45167R104 $68.8M 1.15% 303,107 SH
20 SANDISK CORP SNDK 80004C200 $67.9M 1.14% 29,862 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $67.0M 1.12% 204,646 SH
22 MSC INDL DIRECT INC MSM 553530106 $64.3M 1.08% 540,509 SH
23 GREIF INC GEF 397624107 $60.1M 1.01% 806,333 SH
24 JOHNSON & JOHNSON JNJ 478160104 $58.8M 0.99% 231,692 SH
25 UFP INDUSTRIES INC UFPI 90278Q108 $55.7M 0.94% 614,335 SH
26 RPM INTL INC RPM 749685103 $55.3M 0.93% 497,828 SH
27 WESTERN DIGITAL CORP WDC 958102105 $54.9M 0.92% 85,930 SH
28 MATCH GROUP INC NEW MTCH 57667L107 $54.4M 0.91% 1,429,022 SH
29 MILLERKNOLL INC MLKN 600544100 $54.0M 0.91% 2,637,711 SH
30 V F CORP VFC 918204108 $52.9M 0.89% 3,173,718 SH
31 TORO CO TTC 891092108 $52.5M 0.88% 539,399 SH
32 STEPAN CO SCL 858586100 $52.2M 0.88% 936,608 SH
33 FIFTH THIRD BANCORP FITB 316773100 $51.4M 0.86% 911,406 SH
34 POOL CORP POOL 73278L105 $50.3M 0.84% 234,224 SH
35 MARRIOTT VACATIONS WORLDWIDE VAC 57164Y107 $50.3M 0.84% 493,450 SH
36 KORN FERRY KFY 500643200 $49.8M 0.84% 747,958 SH
37 GLACIER BANCORP INC NEW GBCI 37637Q105 $48.7M 0.82% 945,012 SH
38 UNION PAC CORP UNP 907818108 $48.1M 0.81% 176,856 SH
39 INTERPARFUMS INC IPAR 458334109 $47.8M 0.80% 427,722 SH
40 DONALDSON INC DCI 257651109 $47.7M 0.80% 530,933 SH
41 FULLER H B CO FUL 359694106 $47.5M 0.80% 815,721 SH
42 PARKER-HANNIFIN CORP PH 701094104 $46.9M 0.79% 47,985 SH
43 KNIGHT-SWIFT TRANSN HLDGS IN KNX 499049104 $46.8M 0.79% 601,403 SH
44 ALLSTATE CORP ALL 020002101 $46.3M 0.78% 194,752 SH
45 UGI CORP NEW UGI 902681105 $46.2M 0.78% 1,338,417 SH
46 KBR INC KBR 48242W106 $46.1M 0.77% 1,336,414 SH
47 AVERY DENNISON CORP AVY 053611109 $45.7M 0.77% 281,636 SH
48 OWENS CORNING NEW OC 690742101 $45.4M 0.76% 285,846 SH
49 ABBOTT LABORATORIES ABT 002824100 $44.5M 0.75% 490,439 SH
50 CACTUS INC WHD 127203107 $44.2M 0.74% 863,119 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-20 $5.96B 188 0001172661-26-003887
2026-03-31 2026-04-24 $5.29B 184 0001172661-26-001532
2025-12-31 2026-01-23 $5.23B 183 0001172661-26-000282