Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Investar Holding Corp ISTR Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-118,850
Closed -$2.61M – 488
2024
Q4 		$2.61M Sell
118,850
-17,000
-13% -$373K 0.01% 458
2024
Q3 		$2.64M Sell
135,850
-59,600
-30% -$1.05M 0.01% 459
2024
Q2 		$3.01M Sell
195,450
-1,100
-0.6% -$17.4K 0.01% 437
2024
Q1 		$3.22M Sell
196,550
-4,840
-2% -$79.8K 0.01% 425
2023
Q4 		$3M Sell
201,390
-15,700
-7% -$179K 0.01% 453
2023
Q3 		$2.3M Sell
217,090
-610
-0.3% -$7.84K 0.01% 458
2023
Q2 		$2.64M Buy
217,700
+94,610
+77% +$1.16M 0.01% 434
2023
Q1 		$1.72M Buy
123,090
+2,500
+2% +$48.2K 0.01% 470
2022
Q4 		$2.6M Buy
120,590
+4,810
+4% +$103K 0.01% 423
2022
Q3 		$2.3M Sell
115,780
-7,800
-6% -$170K 0.01% 429
2022
Q2 		$2.71M Buy
123,580
+2,000
+2% +$41K 0.01% 417
2022
Q1 		$2.32M Buy
121,580
+17,280
+17% +$335K 0.01% 457
2021
Q4 		$1.92M Buy
104,300
+3,100
+3% +$58.1K 0.01% 475
2021
Q3 		$2.23M Buy
+101,200
New +$2.25M 0.01% 440

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management's ISTR Position: Q1 2025 in Review

Hotchkis & Wiley Capital Management sold out of Investar Holding Corp (ISTR) in Q1 2025, closing a stake of 118,850 shares — an estimated $2.61M sold.

Hotchkis & Wiley Capital Management first reported a position in ISTR in Q3 2021 and held it in 14 quarters. The position peaked at $3.22M in Q1 2024. 85 funds tracked by Wall St. Rank hold ISTR as of Q1 2025.

  • Hotchkis & Wiley Capital Management reported no remaining Investar Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 118,850 Investar Holding Corp shares in Q1 2025, an estimated $2.61M.
  • Hotchkis & Wiley Capital Management first reported a position in Investar Holding Corp in Q3 2021 and held it in 14 quarters.
  • Hotchkis & Wiley Capital Management's Investar Holding Corp position peaked at $3.22M in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2025, filed 14 May 2025.