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13F-HR filed by Cornerstone Investment Partners, LLC

Cornerstone Investment Partners, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 210 holding rows worth $2,393,130,941.

Accession
0001328062-25-000008
Filed
2025-11-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 210 entries on the cover page, a total value of $2,393,130,941 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,393,130,941 with VALUE read as dollars as filed, 13F file number 028-11408. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares A02079K305COM569,347$138,408,256dollars as filed
META PLATFORMS INC CL A30303M102COM176,230$129,419,787dollars as filed
Broadcom Inc.11135F101COM375,409$123,851,183dollars as filed
Micron Technology,Inc.595112103COM661,344$110,656,078dollars as filed
KLA CORP482480100COM96,472$104,054,699dollars as filed
Microsoft Corp594918104COM186,952$96,831,788dollars as filed
Visa Inc92826C839COM268,312$91,596,354dollars as filed
CENCORA INC COM03073E105Stock291,309$91,042,816dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock349,620$90,327,823dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock630,520$84,029,400dollars as filed
Applied Materials,Inc.038222105COM380,494$77,902,342dollars as filed
Chubb LimitedH1467J104COM274,086$77,360,786dollars as filed
UNITED RENTALS INC COM911363109Stock80,048$76,418,624dollars as filed
MCKESSON CORP COM58155Q103Stock98,004$75,712,010dollars as filed
BERKLEY W R CORP COM084423102Stock965,942$74,010,476dollars as filed
Vanguard Total Bond Market ETF921937835SHS892,651$66,386,455dollars as filed
IQVIA HLDGS INC COM46266C105Stock344,103$65,358,924dollars as filed
CBRE GROUP INC CL A12504L109Stock392,759$61,883,108dollars as filed
DOLLAR GEN CORP COM256677105Stock580,211$59,964,807dollars as filed
American Express Company025816109COM175,012$58,131,986dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock207,107$57,828,417dollars as filed
UnitedHealth Group Inc91324P102COM166,212$57,393,004dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock396,077$56,678,643dollars as filed
FISERV INC337738108COM429,828$55,417,724dollars as filed
Elevance Health, Inc.036752103COM169,238$54,684,183dollars as filed
SS&C TECH HLDGS COM78467J100Stock609,134$54,066,734dollars as filed
CORPAY INC COM SHS219948106Stock167,486$48,246,017dollars as filed
JPMorgan Chase & Co46625H100COM149,147$47,045,438dollars as filed
AUTOZONE INC COM053332102Stock10,477$44,948,844dollars as filed
Qualcomm Incorporated747525103COM256,994$42,753,522dollars as filed
Thermo Fisher Scientific Inc.883556102COM85,342$41,392,577dollars as filed
Vanguard Short-Term Bond ETF921937827SHS142,093$11,212,559dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS36,329$3,333,186dollars as filed
ISHARES TR464288414NATIONAL MUN ETF16,531$1,760,386dollars as filed
COMFORT SYS USA INC COM199908104Stock1,914$1,579,395dollars as filed
EVERCORE INC CLASS A29977A105Stock4,410$1,487,581dollars as filed
EMCOR GROUP INC COM29084Q100Stock1,938$1,258,809dollars as filed
API GROUP CORP COM STK00187Y100Stock34,937$1,200,785dollars as filed
MKS INC. COM55306N104Stock9,034$1,118,138dollars as filed
US FOODS HLDG CORP COM912008109Stock14,122$1,082,028dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock6,546$1,065,100dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock7,735$1,062,248dollars as filed
CACI INTL INC CL A127190304Stock2,085$1,039,956dollars as filed
STONEX GROUP INC861896108COM9,778$986,796dollars as filed
CIENA CORP COM NEW171779309Stock6,319$920,489dollars as filed
CSX Corporation126408103COM25,886$919,212dollars as filed
TRANSUNION COM89400J107Stock10,265$860,002dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock3,971$785,226dollars as filed
STIFEL FINL CORP860630102COM6,871$779,652dollars as filed
MOELIS & CO60786M105CL A10,419$743,083dollars as filed
WALKER&DUNLOPINC93148P102STOK8,688$726,491dollars as filed
DORMAN PRODS INC258278100COM4,438$691,795dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock51,200$655,360dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock11,585$652,931dollars as filed
WEX INC96208T104COM4,023$633,743dollars as filed
VEECO INSTRS INC DEL COM922417100Stock20,513$624,211dollars as filed
VERRA MOBILITY CORP CL A COM STK92511U102Stock25,007$617,673dollars as filed
CHURCHILL DOWNS INC171484108COM6,146$596,223dollars as filed
POWELL INDS INC739128106COM1,881$573,348dollars as filed
ONTO INNOVATION INC COM683344105Stock4,252$549,443dollars as filed
CUSTOM TRUCK ONE SOURCE INC23204X103COM CL A85,231$547,183dollars as filed
SPY78462F103SHS814$542,271dollars as filed
EURONET WORLDWIDE INC COM298736109Stock5,935$521,152dollars as filed
TTM TECHNOLOGIES INC87305R109COM8,917$513,619dollars as filed
COLLIERS INTL GROUP INC SUB VTG SHS194693107Stock3,266$510,182dollars as filed
HERC HLDGS INC COM42704L104Stock4,310$502,805dollars as filed
SERVICE CORP INTL COM817565104Stock5,978$497,489dollars as filed
TRINET GROUP INC COM896288107Stock7,387$494,116dollars as filed
TERADYNE INC COM880770102Stock3,563$490,411dollars as filed
GCM GROSVENOR INC36831E108COM CL A39,645$478,515dollars as filed
ALAMO GROUP INC011311107COM2,464$470,378dollars as filed
WILLDAN GROUP INC96924N100COM4,632$447,868dollars as filed
CHARLES RIV LABS INTL INC159864107COM2,822$441,530dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock4,659$434,452dollars as filed
SKYWEST INC COM830879102Stock4,103$412,844dollars as filed
HAWKINS INC420261109COM2,242$409,658dollars as filed
CARLISLE COS INC COM142339100Stock1,236$406,595dollars as filed
PERIMETER SOLUTIONS INC71385M107COMMON STOCK18,122$405,752dollars as filed
ACM RESH INC COM CL A00108J109Stock10,170$397,952dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF3,705$395,620dollars as filed
GREEN BRICK PARTNERS INC392709101COM5,244$387,322dollars as filed
HASBRO INC COM418056107Stock4,989$378,416dollars as filed
KINSALECAPGROUPINC49714P108STOK878$373,378dollars as filed
NAVIGATOR HLDGS LTD SHSY62132108Stock24,039$372,364dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,718$367,223dollars as filed
TEXAS ROADHOUSE INC COM882681109Stock2,185$363,038dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW6,102$362,398dollars as filed
ASSURANT INC COM04621X108Stock1,650$357,390dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK20,861$353,594dollars as filed
OPPFI INC68386H103COMMON STOCK30,733$348,205dollars as filed
MOLINA HEALTHCARE INC60855R100COM1,817$347,701dollars as filed
LKQ CORP COM501889208Stock11,371$347,270dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock1,441$343,578dollars as filed
BRUKER CORP116794108COM10,337$335,849dollars as filed
OLD REP INTL CORP COM680223104Stock7,883$334,791dollars as filed
CURTISS WRIGHT CORP COM231561101Stock608$330,108dollars as filed
CALIX INC13100M509COM5,357$328,759dollars as filed
ALBERTSONS COMPANIES INC COMMON STOCK013091103Stock18,640$326,386dollars as filed
CENTENE CORP DEL COM15135B101Stock9,145$326,294dollars as filed
FIVE BELOW INC COM33829M101Stock2,100$324,870dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM2,482$318,689dollars as filed
MONARCH CASINO & RESORT INC609027107COM2,999$317,414dollars as filed
VIMEO INC92719V100COMMON STOCK40,703$315,448dollars as filed
BATH & BODY WORKS INC COM070830104Stock12,165$313,370dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM4,632$307,704dollars as filed
MCGRATH RENTCORP580589109COM2,622$307,561dollars as filed
PERDOCEO ED CORP71363P106COM8,150$306,929dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock11,115$306,774dollars as filed
PACKAGING CORP AMER COM695156109Stock1,400$305,102dollars as filed
SEZZLE INC78435P105COM3,817$303,566dollars as filed
ARGAN INC04010E109COM1,119$302,186dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM9,279$302,031dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW1,697$300,607dollars as filed
ICF INTL INC44925C103COM3,212$298,074dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW9,379$278,463dollars as filed
MERCURY GENL CORP NEW589400100COM3,258$276,213dollars as filed
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN637870106REIT8,888$268,595dollars as filed
UPWORK INC91688F104COM14,453$268,392dollars as filed
DRIVEN BRANDS HLDGS INC26210V102COM16,596$267,362dollars as filed
RELIANCE INC759509102COM936$262,857dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock9,455$262,471dollars as filed
OSI SYSTEMS INC671044105COM1,053$262,450dollars as filed
DARLING INGREDIENTS INC COM237266101Stock8,485$261,932dollars as filed
AVEANNA HEALTHCARE HLDGS INC05356F105COM28,767$255,163dollars as filed
RPM INTL INC COM749685103Stock2,163$254,974dollars as filed
JFROG LTD ORD SHSM6191J100Stock5,387$254,967dollars as filed
MCEWEN INC.58039P305COM NEW14,903$254,841dollars as filed
HECLA MNG CO422704106COM20,863$252,442dollars as filed
VITAL FARMS INC92847W103COM6,065$249,575dollars as filed
DAKTRONICS INC234264109COM11,877$248,467dollars as filed
SITIME CORP COM82982T106Stock819$246,773dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock3,366$243,362dollars as filed
OPENLANE INC48238T109COM8,444$243,018dollars as filed
BOOT BARN HLDGS INC099406100COM1,460$241,951dollars as filed
INTERFACE INC458665304COM8,178$236,671dollars as filed
NETGEAR INC64111Q104COM7,274$235,605dollars as filed
GLOBALSTAR INC378973507COMMON STOCK6,364$231,586dollars as filed
GOLAR LNG LTDG9456A100SHS5,695$230,135dollars as filed
DOLLAR TREE INC COM256746108Stock2,431$229,413dollars as filed
TEEKAY TANKERS LTD CLASS AG8726X106COMMON STOCK4,478$226,363dollars as filed
AZZ INC COM002474104Stock2,072$226,117dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock2,941$226,075dollars as filed
M/I HOMES INC55305B101COM1,545$223,160dollars as filed
GRAHAM CORP384556106COM4,039$221,741dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock2,354$221,511dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock2,302$220,808dollars as filed
CHEMED CORP NEW16359R103COM493$220,736dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock8,622$220,033dollars as filed
ATMUS FILTRATION TECHNOLOGIE04956D107COM4,842$218,326dollars as filed
CARGURUS INC COM CL A141788109Stock5,862$218,242dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A7,085$216,801dollars as filed
INSTEEL INDS INC45774W108COM5,646$216,468dollars as filed
China Yuchai Intl LtdG21082105COM5,188$214,628dollars as filed
NWPX INFRASTRUCTURE INC667746101COM4,043$213,996dollars as filed
VERACYTE INC COM92337F107Stock6,196$212,709dollars as filed
PHIBRO ANIMAL HEALTH CORP (CLA71742Q106CL A COM5,169$209,138dollars as filed
MYRIAD GENETICS INC62855J104COM28,677$207,335dollars as filed
ONESPAN INC68287N100COM13,044$207,269dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A1,906$205,352dollars as filed
DANA INC235825205COM10,214$204,689dollars as filed
LEMAITRE VASCULAR INC525558201COM2,321$203,111dollars as filed
PROTO LABS INC743713109COM4,043$202,271dollars as filed
SHAKE SHACK INC819047101CL A2,158$202,010dollars as filed
Sohu.Com Ltd-Adr83410S108COM12,865$201,080dollars as filed
BACKBLAZE INC A05637B105COMMON STOCK21,105$195,854dollars as filed
SONOS INC83570H108COM12,278$193,992dollars as filed
HEALTHCARE SVCS GROUP INC421906108COM11,262$189,539dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM18,477$187,911dollars as filed
CERENCE INC COM156727109Stock15,066$187,722dollars as filed
NEXTDOOR HOLDINGS INC65345M108COM CL A89,676$187,423dollars as filed
COSTAMARE INCY1771G102SHS15,653$186,427dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM20,512$184,608dollars as filed
AXOGEN INC05463X106COM10,187$181,736dollars as filed
NEXXEN INTERNATIONAL LTDM8T80P204COMMON STOCK19,608$181,374dollars as filed
PITNEY BOWES INC COM724479100Stock15,885$181,248dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock16,588$180,975dollars as filed
JANUS INTERNATIONAL GROUP IN47103N106COMMON STOCK18,185$179,486dollars as filed
VAREX IMAGING CORP92214X106COMMON STOCK14,326$177,642dollars as filed
CRICUT INC22658D100COM CL A28,234$177,592dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock56,629$176,682dollars as filed
KEROS THERAPEUTICS INC COM492327101Stock11,143$176,282dollars as filed
EUROPEAN WAX CTR INC29882P106CLASS A COM43,937$175,309dollars as filed
PORCH GROUP INC733245104COM10,350$173,673dollars as filed
CRYOPORT INC COM PAR $0.001229050307Stock18,306$173,541dollars as filed
VIAVI SOLUTIONS INC925550105COM13,548$171,924dollars as filed
HUDSON TECHNOLOGIES INC444144109COMMON STOCK17,167$170,468dollars as filed
ENERGY RECOVERY INC29270J100COM11,054$170,453dollars as filed
NORTHFIELD BANCORP INC66611T108COMMON STOCK14,179$167,312dollars as filed
FUBOTV INC35953D104COM40,277$167,150dollars as filed
POSTAL REALTY TRUST INC73757R102CL A10,638$166,910dollars as filed
BOSTON OMAHA CORP CL A101044105COMMON STOCK12,624$165,122dollars as filed
COURSERA INC COM22266M104Stock13,957$163,436dollars as filed
ATRENEW INC00138L108SPONSORED ADS34,773$159,956dollars as filed
MISSION PRODUCE INC60510V108COM13,304$159,914dollars as filed
UDEMY INC COM902685106Stock22,780$159,688dollars as filed
COGNYTE SOFTWARE LTDM25133105ORD SHS18,908$158,827dollars as filed
FARMLAND PARTNERS INC31154R109REIT13,927$151,526dollars as filed
FIGS INC CLASS A30260D103COMMON STOCK22,550$150,860dollars as filed
YATSEN HLDG LTD985194208CMN16,620$150,577dollars as filed
AERSALE CORPORATION00810F106COM18,038$147,731dollars as filed
PETCO HEALTH AND WELLNESS CO71601V105COM37,694$145,876dollars as filed
LXP INDUSTRIAL TRUST529043101COM16,090$144,166dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM20,727$138,456dollars as filed
MARQETA INC57142B104CLASS A COM25,826$136,361dollars as filed
SPRINKLR INC85208T107CL A16,226$125,265dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock10,461$123,126dollars as filed
LIFESTANCE HEALTH GROUP INC53228F101COM21,767$119,719dollars as filed
LEGALZOOM COM INC52466B103COM11,348$117,792dollars as filed
Gaotu Techedu Inc36257Y109COM35,545$115,877dollars as filed
ADECOAGRO S AL00849106COM13,055$102,351dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001328062-25-000008this filing2025-11-06acceptance time not in the bulk data set