Hotchkis & Wiley Capital Management’s Zimmer Biomet ZBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252M	Buy	2,792,389 +1,067,788	+62%	+$98M	0.78%	37
2025 Q4	$155M	Buy	1,724,601 +114,240	+7%	+$10.8M	0.46%	60
2025 Q3	$159M	Sell	1,610,361 -18,826	-1%	-$1.87M	0.49%	60
2025 Q2	$149M	Sell	1,629,187 -16,768	-1%	-$1.62M	0.48%	58
2025 Q1	$186M	Sell	1,645,955 -24,786	-1%	-$2.65M	0.62%	49
2024 Q4	$176M	Sell	1,670,741 -81,557	-5%	-$8.75M	0.59%	49
2024 Q3	$189M	Buy	1,752,298 +577,320	+49%	+$63M	0.63%	45
2024 Q2	$128M	Buy	1,174,978 +6,738	+0.6%	+$794K	0.44%	59
2024 Q1	$154M	Buy	1,168,240 +7,268	+0.6%	+$908K	0.51%	57
2023 Q4	$141M	Sell	1,160,972 -39,450	-3%	-$4.4M	0.5%	53
2023 Q3	$135M	Sell	1,200,422 -16,380	-1%	-$2.08M	0.51%	54
2023 Q2	$177M	Sell	1,216,802 -6,140	-0.5%	-$834K	0.66%	47
2023 Q1	$158M	Sell	1,222,942 -17,640	-1%	-$2.21M	0.61%	49
2022 Q4	$158M	Sell	1,240,582 -149,757	-11%	-$17.4M	0.61%	50
2022 Q3	$145M	Sell	1,390,339 -26,740	-2%	-$2.93M	0.62%	46
2022 Q2	$149M	Sell	1,417,079 -52,078	-4%	-$6.18M	0.59%	53
2022 Q1	$188M	Sell	1,469,157 -84,966	-5%	-$10.2M	0.6%	50
2021 Q4	$192M	Buy	1,554,123 +462,634	+42%	+$60.5M	0.6%	51
2021 Q3	$155M	Sell	1,091,489 -44,146	-4%	-$6.49M	0.5%	56
2021 Q2	$177M	Sell	1,135,635 -68,196	-6%	-$11M	0.54%	53
2021 Q1	$187M	Sell	1,203,831 -101,043	-8%	-$15.7M	0.57%	51
2020 Q4	$195M	Sell	1,304,874 -645,460	-33%	-$91.2M	0.68%	45
2020 Q3	$258M	Sell	1,950,334 -220,430	-10%	-$28.8M	1.17%	32
2020 Q2	$252M	Buy	2,170,764 +113,187	+6%	+$13M	1.17%	32
2020 Q1	$202M	Buy	2,057,577 +815,420	+66%	+$107M	1.14%	33
2019 Q4	$181M	Buy	1,242,157 +46,163	+4%	+$6.37M	0.63%	44
2019 Q3	$159M	Sell	1,195,994 -97,644	-8%	-$12.6M	0.64%	50
2019 Q2	$148M	Buy	1,293,638 +3,734	+0.3%	+$437K	0.57%	51
2019 Q1	$160M	Sell	1,289,904 -86,726	-6%	-$9.86M	0.63%	47
2018 Q4	$139M	Buy	1,376,630 +22,351	+2%	+$2.51M	0.61%	47
2018 Q3	$173M	Sell	1,354,279 -19,086	-1%	-$2.27M	0.62%	50
2018 Q2	$149M	Sell	1,373,365 -21,115	-2%	-$2.3M	0.56%	54
2018 Q1	$148M	Buy	1,394,480 +17,613	+1%	+$2.05M	0.58%	55
2017 Q4	$161M	Sell	1,376,867 -206	-0%	-$23.3K	0.61%	49
2017 Q3	$157M	Sell	1,377,073 -85,078	-6%	-$9.82M	0.62%	51
2017 Q2	$182M	Sell	1,462,151 -140,209	-9%	-$16.6M	0.73%	46
2017 Q1	$190M	Sell	1,602,360 -37,049	-2%	-$4.2M	0.74%	44
2016 Q4	$164M	Buy	1,639,409 +152,543	+10%	+$16.4M	0.66%	50
2016 Q3	$188M	Sell	1,486,866 -61,182	-4%	-$7.56M	0.78%	45
2016 Q2	$181M	Sell	1,548,048 -588,113	-28%	-$66.6M	0.77%	42
2016 Q1	$221M	Sell	2,136,161 -339,934	-14%	-$32.9M	0.93%	37
2015 Q4	$247M	Sell	2,476,095 -42,170	-2%	-$4.13M	1%	35
2015 Q3	$230M	Buy	2,518,265 +1,165,482	+86%	+$117M	0.92%	41
2015 Q2	$143M	Sell	1,352,783 -16,068	-1%	-$1.78M	0.51%	65
2015 Q1	$156M	Sell	1,368,851 -132,671	-9%	-$15.1M	0.54%	61
2014 Q4	$165M	Sell	1,501,522 -12,933	-0.9%	-$1.36M	0.58%	56
2014 Q3	$148M	Sell	1,514,455 -67,980	-4%	-$6.69M	0.54%	61
2014 Q2	$160M	Sell	1,582,435 -64,848	-4%	-$6.33M	0.56%	53
2014 Q1	$151M	Buy	1,647,283 +80,340	+5%	+$7.4M	0.56%	55
2013 Q4	$142M	Sell	1,566,943 -314,005	-17%	-$27.2M	0.61%	54
2013 Q3	$150M	Sell	1,880,948 -2,987	-0.2%	-$235K	0.69%	47
2013 Q2	$137M	Buy	+1,883,935	New	+$141M	0.68%	45

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management increased its Zimmer Biomet (ZBH) stake by 62% in Q1 2026, buying an estimated $98M and bringing the position to 2,792,389 shares worth $252M. The position accounts for 0.78% of the portfolio, ranked #37.

Hotchkis & Wiley Capital Management first reported a position in ZBH in Q2 2013 and has held it in 52 quarters since. The position peaked at $258M in Q3 2020. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Hotchkis & Wiley Capital Management held 2,792,389 shares of Zimmer Biomet worth $252M as of Q1 2026.
Hotchkis & Wiley Capital Management bought 1,067,788 Zimmer Biomet shares in Q1 2026, an estimated $98M.
Zimmer Biomet made up 0.78% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #37 holding.
Hotchkis & Wiley Capital Management first reported a position in Zimmer Biomet in Q2 2013 and has held it in 52 quarters since.
Hotchkis & Wiley Capital Management's Zimmer Biomet position peaked at $258M in Q3 2020.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

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