Sign In
test

Karen E. Kohler

Systematic Financial Management Lp

Assets Managed
$4.361B
Holdings
247
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
2.81%(2Q avg: 2.98%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Systematic Financial Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 247 positions.

Assets under management

The assets under management (AUM) of Systematic Financial Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.361B in assets, with a quarterly growth rate of 2.81% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Karen E. Kohler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -15.66%
2.21%
$96.314M
548,860 shares@ $175.49 avg price
MGY
Magnolia Oil & Gas Corp - A
Recent Activity
Decreased -4.27%
2.04%
$88.815M
2.813M shares@ $31.58 avg price
MLI
Mueller Industries Inc
Recent Activity
Decreased -4.2%
2%
$86.943M
784,687 shares@ $110.81 avg price
EME
Emcor Group Inc
Recent Activity
Decreased -10.41%
1.94%
$84.54M
114,503 shares@ $738.32 avg price
JAZZ
Jazz Pharmaceuticals Plc
Recent Activity
Increased 2.58%
1.77%
$76.965M
407,114 shares@ $189.06 avg price
NWE
Northwestern Energy Group In
Recent Activity
Decreased -2.38%
1.72%
$74.648M
1.132M shares@ $65.95 avg price
ADEA
Adeia Inc
Recent Activity
Decreased -7.09%
1.48%
$64.546M
2.686M shares@ $24.04 avg price
GVA
Granite Construction Inc
Recent Activity
Decreased -1.97%
1.45%
$62.972M
525,292 shares@ $119.89 avg price
OSIS
Osi Systems Inc
Recent Activity
Decreased -6%
1.34%
$58.211M
219,241 shares@ $265.52 avg price
SIMO
Silicon Motion Technol-adr
Recent Activity
Decreased -13.05%
1.31%
$56.9M
506,725 shares@ $112.3 avg price

1-10 of 247