Hotchkis & Wiley Capital Management
EFOR icon

Hotchkis & Wiley Capital Management’s Everforth Inc EFOR Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6M Buy
817,919
+131,790
+19% +$3.22M 0.04% 164
2026
Q1 		$26.6M Sell
686,129
-24,676
-3% -$1.1M 0.08% 105
2025
Q4 		$34.2M Sell
710,805
-4,058
-0.6% -$187K 0.1% 98
2025
Q3 		$33.8M Buy
714,863
+37,940
+6% +$1.94M 0.1% 101
2025
Q2 		$33.8M Buy
676,923
+43,706
+7% +$2.39M 0.11% 103
2025
Q1 		$39.9M Buy
633,217
+95,857
+18% +$7.38M 0.13% 96
2024
Q4 		$44.8M Buy
537,360
+182,080
+51% +$16.6M 0.15% 94
2024
Q3 		$33.1M Buy
355,280
+186,900
+111% +$17.3M 0.11% 109
2024
Q2 		$14.8M Buy
+168,380
New +$16.1M 0.05% 131

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management's EFOR Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Everforth Inc (EFOR) stake by 19% in Q2 2026, buying an estimated $3.22M and bringing the position to 817,919 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #164.

Hotchkis & Wiley Capital Management first reported a position in EFOR in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.8M in Q4 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 817,919 shares of Everforth Inc worth $14.6M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 131,790 Everforth Inc shares in Q2 2026, an estimated $3.22M.
  • Everforth Inc made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #164 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Everforth Inc in Q2 2024 and has held it in 9 quarters since.
  • Hotchkis & Wiley Capital Management's Everforth Inc position peaked at $44.8M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.