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Channing Capital Management, LLC

Q2 2026 13F filing

Updated 43 days ago

106 disclosed positions worth $4.3B

Portfolio value
$4.3B
Total holdings
106
New positions
13
Closed positions
15
Increased
39
Decreased
53
Turnover
26.4%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

A

AXALTA COATING SYS LTD

+13.1%
Value
$114.1M
Shares
3.33M
% Port
2.63%
V
2.VVV

VALVOLINE INC

-2.8%
Value
$113M
Shares
2.86M
% Port
2.60%
P
3.PSN

PARSONS CORP DEL

+26.0%
Value
$106.5M
Shares
2.03M
% Port
2.45%
C
4.CDP

COPT DEFENSE PROPERTIES

-3.0%
Value
$105.2M
Shares
2.89M
% Port
2.42%
T
5.TKR

TIMKEN CO

-22.3%
Value
$105M
Shares
722.4K
% Port
2.42%
M

MSA SAFETY INC

-1.2%
Value
$104.8M
Shares
600.1K
% Port
2.41%
M

AFFILIATED MANAGERS GROUP

-0.1%
Value
$102.4M
Shares
302.5K
% Port
2.36%
C
8.CXT

CRANE NXT CO

+19.5%
Value
$102.1M
Shares
2.00M
% Port
2.35%
M

MCGRATH RENTCORP

+2.8%
Value
$101.1M
Shares
835.2K
% Port
2.33%
G
10.GTES

GATES INDL CORP PLC

-2.8%
Value
$99M
Shares
3.54M
% Port
2.28%
F
11.FAF

FIRST AMERN FINL CORP

-2.9%
Value
$97.8M
Shares
1.43M
% Port
2.25%
S
12.SWX

SOUTHWEST GAS HLDGS INC

-2.9%
Value
$95.3M
Shares
1.07M
% Port
2.19%
L
13.LFUS

LITTELFUSE INC

-29.3%
Value
$94.7M
Shares
208.1K
% Port
2.18%
O
14.OSIS

OSI SYSTEMS INC

+62.2%
Value
$94.7M
Shares
432.9K
% Port
2.18%
H

HANCOCK WHITNEY CORPORATION

+3.2%
Value
$94.3M
Shares
1.26M
% Port
2.17%
B

BRUNSWICK CORP

-2.4%
Value
$93.1M
Shares
1.11M
% Port
2.14%
H
17.HXL

HEXCEL CORP NEW

-1.3%
Value
$93.1M
Shares
930.1K
% Port
2.14%
N
18.NXST

NEXSTAR MEDIA GROUP INC

+17.4%
Value
$91.4M
Shares
512.0K
% Port
2.11%
B
19.BDC

BELDEN INC

+7.0%
Value
$91.1M
Shares
760.1K
% Port
2.10%
?
20.N/A

DORMAN PRODS INC

Value
$90.8M
Shares
665.3K
% Port
2.09%
L
21.LPX

LOUISIANA PAC CORP

+20.1%
Value
$90.6M
Shares
1.15M
% Port
2.09%
H
22.HRI

HERC HLDGS INC

+21.6%
Value
$90.3M
Shares
630.1K
% Port
2.08%
O

OLD NATL BANCORP IND

Value
$89.7M
Shares
3.46M
% Port
2.07%
A
24.ABCB

AMERIS BANCORP

Value
$89.7M
Shares
993.7K
% Port
2.07%
A
25.AVNT

AVIENT CORPORATION

+16.9%
Value
$88.1M
Shares
2.38M
% Port
2.03%
A
26.ATMU

ATMUS FILTRATION TECHNOLOGIE

+24.5%
Value
$88M
Shares
1.73M
% Port
2.03%
M
27.MC

MOELIS & CO

+2.3%
Value
$87.5M
Shares
1.34M
% Port
2.02%
O
28.OSW

ONESPAWORLD HOLDINGS LIMITED

-18.2%
Value
$87.5M
Shares
3.10M
% Port
2.01%
C
29.CSW

CSW INDUSTRIALS INC

-2.0%
Value
$83.3M
Shares
299.4K
% Port
1.92%
S
30.STAG

STAG INDUSTRIAL INC

-2.8%
Value
$83.3M
Shares
2.19M
% Port
1.92%
I
31.INDB

INDEPENDENT BK CORP MASS

+1.5%
Value
$79.8M
Shares
953.4K
% Port
1.84%
B
32.BCO

BRINKS CO

+18.6%
Value
$79.1M
Shares
836.6K
% Port
1.82%
M
33.MSGE

MADISON SQUARE GARDEN ENTMT

-26.1%
Value
$78.9M
Shares
975.0K
% Port
1.82%
J
34.JBTM

JBT MAREL CORPORATION

+1078.0%
Value
$78.3M
Shares
540.3K
% Port
1.80%
C
35.CWK

CUSHMAN AND WAKEFIELD LTD

+2.0%
Value
$74.6M
Shares
5.57M
% Port
1.72%
B
36.BYD

BOYD GAMING CORP

-2.7%
Value
$66.6M
Shares
754.0K
% Port
1.53%
G
37.GBCI

GLACIER BANCORP INC NEW

Value
$66.4M
Shares
1.29M
% Port
1.53%
R
38.RNST

RENASANT CORP

-30.2%
Value
$64.3M
Shares
1.51M
% Port
1.48%
A
39.APAM

ARTISAN PARTNERS ASSET MGMT

-2.8%
Value
$64.1M
Shares
1.86M
% Port
1.48%
A
40.ABG

ASBURY AUTOMOTIVE GROUP INC

-2.6%
Value
$51.4M
Shares
255.6K
% Port
1.18%
C
41.CRC

CALIFORNIA RES CORP

-24.4%
Value
$43.4M
Shares
821.6K
% Port
1.00%
R
42.RRX

REGAL REXNORD CORPORATION

+141.9%
Value
$22.2M
Shares
93.3K
% Port
0.51%
C
43.CTRI

CENTURI HOLDINGS INC

-67.0%
Value
$20M
Shares
662.7K
% Port
0.46%
A
44.AMZN

AMAZON COM INC

+19.3%
Value
$18.5M
Shares
77.4K
% Port
0.42%
T
45.TEX

TEREX CORP NEW

Value
$18.3M
Shares
252.3K
% Port
0.42%
I
46.INTC

INTEL CORP

-58.4%
Value
$18M
Shares
128.8K
% Port
0.41%
W

WELLS FARGO & CO

+21.2%
Value
$16.6M
Shares
200.3K
% Port
0.38%
A
48.ABBV

ABBVIE INC

+4.9%
Value
$16.3M
Shares
64.6K
% Port
0.37%
H
49.HPQ

HP INC

Value
$16.1M
Shares
732.2K
% Port
0.37%
I
50.IBM

INTERNATIONAL BUSINESS MACHS

-0.3%
Value
$15.5M
Shares
55.0K
% Port
0.36%