
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
