Hotchkis & Wiley Capital Management’s Stoneridge SRI Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Hold	14,500	–	–	﹤0.01%	462
2026 Q1	$70K	Hold	14,500	–	–	﹤0.01%	465
2025 Q4	$84K	Hold	14,500	–	–	﹤0.01%	465
2025 Q3	$110K	Hold	14,500	–	–	﹤0.01%	470
2025 Q2	$102K	Buy	+14,500	New	+$71K	﹤0.01%	472
2019 Q2	–	Sell	-52,646	Closed	-$1.52M	–	504
2019 Q1	$1.52M	Buy	52,646 +13,800	+36%	+$377K	0.01%	407
2018 Q4	$958K	Sell	38,846 -3,674	-9%	-$93.4K	﹤0.01%	442
2018 Q3	$1.26M	Buy	42,520 +10,178	+31%	+$323K	﹤0.01%	418
2018 Q2	$1.14M	Buy	32,342 +13,771	+74%	+$418K	﹤0.01%	395
2018 Q1	$513K	Hold	18,571	–	–	﹤0.01%	404
2017 Q4	$425K	Buy	+18,571	New	+$415K	﹤0.01%	426

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management held its Stoneridge (SRI) position steady in Q2 2026 at 14,500 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Hotchkis & Wiley Capital Management first reported a position in SRI in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2019. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

Hotchkis & Wiley Capital Management held 14,500 shares of Stoneridge worth $106K as of Q2 2026.
Hotchkis & Wiley Capital Management left its Stoneridge share count unchanged in Q2 2026.
Stoneridge made up ﹤0.01% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #462 holding.
Hotchkis & Wiley Capital Management first reported a position in Stoneridge in Q4 2017 and has held it in 11 quarters since.
Hotchkis & Wiley Capital Management's Stoneridge position peaked at $1.52M in Q1 2019.
112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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