LEUTHOLD GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTDR | 62K | $4.14M |
 | CNXC | 61K | $2.80M |
 | DHI | 59K | $9.97M |
 | DGII | 56K | $2.06M |
 | PRKS | 56K | $2.89M |
 | TNL | 55K | $3.26M |
 | TOL | 54K | $7.47M |
 | DIS | 54K | $6.15M |
 | MSFT | 52K | $26.95M |
 | SSNC | 50K | $4.47M |
 | ATGE | 50K | $7.73M |
 | PRIM | 49K | $6.72M |
 | BHE | 47K | $1.82M |
 | AEM | 47K | $7.89M |
 | VOD | 47K | $542.52K |
 | CSGS | 46K | $2.96M |
 | WNS | 44K | $3.35M |
 | GILD | 43K | $4.73M |
 | CVS | 43K | $3.21M |
 | CTS | 42K | $1.69M |
Frontdoor, Inc.
FTDR
Shares Held
62K
Value
$4.14M
Concentrix Corporation
CNXC
Shares Held
61K
Value
$2.80M
D.R. Horton, Inc.
DHI
Shares Held
59K
Value
$9.97M
Digi International Inc.
DGII
Shares Held
56K
Value
$2.06M
United Parks & Resorts Inc.
PRKS
Shares Held
56K
Value
$2.89M
Travel + Leisure Co.
TNL
Shares Held
55K
Value
$3.26M
Toll Brothers, Inc.
TOL
Shares Held
54K
Value
$7.47M
The Walt Disney Company
DIS
Shares Held
54K
Value
$6.15M
Microsoft Corporation
MSFT
Shares Held
52K
Value
$26.95M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
50K
Value
$4.47M
Adtalem Global Education Inc.
ATGE
Shares Held
50K
Value
$7.73M
Primoris Services Corporation
PRIM
Shares Held
49K
Value
$6.72M
Benchmark Electronics, Inc.
BHE
Shares Held
47K
Value
$1.82M
Agnico Eagle Mines Limited
AEM
Shares Held
47K
Value
$7.89M
Vodafone Group Public Limited Company
VOD
Shares Held
47K
Value
$542.52K
CSG Systems International, Inc.
CSGS
Shares Held
46K
Value
$2.96M
WNS (Holdings) Limited
WNS
Shares Held
44K
Value
$3.35M
Gilead Sciences, Inc.
GILD
Shares Held
43K
Value
$4.73M
CVS Health Corporation
CVS
Shares Held
43K
Value
$3.21M
CTS Corporation
CTS
Shares Held
42K
Value
$1.69M