Thompson Siegel & Walmsley LLC
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$5.7M
Holdings
413
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AER
AERCAP HOLDINGS NV
Held since at least Q1 2024
2.4%
02
$D
DOMINION ENERGY INC
Q1 2026: New position (19.0k shares)
1.7%
03
$SW
SMURFIT WESTROCK PLC
Held since at least Q1 2024
1.7%
04
$CHKP
CHECK POINT SOFTWARE TECH
Held since at least Q1 2024
1.6%
05
$KHC
KRAFT HEINZ CO
Held since at least Q1 2024
1.6%
06
$LKQ1
LKQ CORP
Held since at least Q1 2024
1.6%
07
$CASY
CASEYS GEN STORES COM
Held since at least Q1 2024
1.6%
08
$EVRG
EVERGY INC
Held since at least Q1 2024
1.5%
09
$MOS
MOSAIC CO NEW
Held since at least Q1 2024
1.4%
10
$FCNCA
FIRST CTZNS BANCSHARES IN
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.