AJO, LP 13F Holdings

CIK 0001013536 · PHILADELPHIA, PA

As of Mar 31, 2021, AJO, LP reported 43 positions worth 99.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOODYEAR TIRE & RUBBER COGTConsumer Cyclical666,426 1.7K5.87%
LUMEN TECHNOLOGIES INCLUMNCommunication Services746,637 0.0K5.00%
RYDER SYSTEM INCRIndustrials129,525$9.8K4.91%
TENET HEALTHCARE CORPTHCHealthcare188,428$9.8K4.91%
FORD MOTOR COFConsumer Cyclical794,161$9.7K4.88%
VISTRA CORPVSTUtilities514,130$9.1K4.56%
ATLAS AIR WORLDWIDE HLDGS INAAWWIndustrials146,685$8.9K4.44%
AVIS BUDGET GROUP INCCARIndustrials118,691$8.6K4.32%
QVC GROUP INCQVCGAConsumer Cyclical719,798$8.5K4.24%
DXC TECHNOLOGY CODXCTechnology265,745$8.3K4.16%
HEWLETT PACKARD ENTERPRISE COHPETechnology525,577$8.3K4.15%
LIBERTY GLOBAL PLCLBTYKCommunication Services316,911$8.1K4.06%
PROPETRO HOLDING CORPPUMPEnergy697,271$7.4K3.73%
SIGNET JEWELERS LTDSIGConsumer Cyclical117,069$6.8K3.40%
TD SYNNEX CORPSNXTechnology57,155$6.6K3.29%
TELEPHONE & DATA SYSTEMS INCTDSCommunication Services267,429$6.1K3.08%
MURPHY OIL CORPMUREnergy360,481$5.9K2.97%
XEROX HOLDINGS CORPXRXTechnology219,663$5.3K2.67%
ISHARES MSCI SAUDI ARABIA ETFKSA—138,226$5.0K2.49%
WARRIOR MET COAL INCHCCBasic Materials283,333$4.9K2.43%
HERC HOLDINGS INCHRIIndustrials35,986$3.6K1.83%
DNOW INCDNOWEnergy316,219$3.2K1.60%
HP INCHPQTechnology99,998$3.2K1.59%
PATTERSON UTI ENERGY INCPTENEnergy422,735$3.0K1.51%
ASTRONICS CORPATROIndustrials163,276$2.9K1.48%