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 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

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management's EFOR Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management reduced its Everforth Inc (EFOR) stake by 3.5% in Q1 2026, selling an estimated $1.1M and leaving 686,129 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #105.

Hotchkis & Wiley Capital Management first reported a position in EFOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.8M in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Hotchkis & Wiley Capital Management held 686,129 shares of Everforth Inc worth $26.6M as of Q1 2026.
Hotchkis & Wiley Capital Management sold 24,676 Everforth Inc shares in Q1 2026, an estimated $1.1M.
Everforth Inc made up 0.08% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #105 holding.
Hotchkis & Wiley Capital Management first reported a position in Everforth Inc in Q2 2024 and has held it in 8 quarters since.
Hotchkis & Wiley Capital Management's Everforth Inc position peaked at $44.8M in Q4 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.