Dean Capital Management

CIK: 0001455468Latest portfolio: $234.7M · Q4 2025

Holdings

117

Total Value

$234.7M

New Positions

4

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
HPHelmerich & Payne Inc
144,195$4.1M1.76%+10K
2
BELFBBel Fuse Inc Cl B
23,504$4.0M1.70%-8,735
3
SHOOSteven Madden Ltd
95,660$4.0M1.70%-1,356
4
VIAVViavi Solutions Inc
221,405$3.9M1.68%+21K
5
AEISAdvanced Energy Inds
18,804$3.9M1.68%-9,424
6
PORPortland General Electric Co
79,207$3.8M1.62%NEW
7
LFUSLittelfuse Inc
14,925$3.8M1.61%-13,268
8
BKBank of NY Mellon
32,240$3.7M1.59%+1K
9
JAZZJazz Pharmaceuticals PLC
21,158$3.6M1.53%+654
10
REYNReynolds Consumer Products
155,712$3.6M1.52%+51K
11
CPKChesapeake Untilities Corp
27,851$3.5M1.48%NEW
12
YETIYeti Holdings Inc
77,915$3.4M1.47%-29,650
13
JBSSJohn B Sanfilippo & Son Inc
47,478$3.4M1.43%+12K
14
HCSGHealthcare Services Group Inc
172,634$3.3M1.41%+11K
15
INVXInnovex International Inc
143,490$3.1M1.34%+4K
16
DGDollar General Corp
23,017$3.1M1.30%+709
17
QCRHQCR Holdings Inc
36,314$3.0M1.29%-4,839
18
EIGEmployers Holdings
65,339$2.8M1.20%+49K
19
BWABorgWarner Inc
61,846$2.8M1.19%+2K
20
AIZAssurant Inc
11,237$2.7M1.15%+352
21
LHXL3Harris Technologies Inc
9,145$2.7M1.14%+285
22
BRCBrady Corp
33,846$2.7M1.13%+2K
23
BNLBroadstone Net Lease
151,246$2.6M1.12%-10,845
24
SAFTSafety Insurance Group Inc
33,261$2.6M1.10%+27K
25
AEEAmeren Corp
25,807$2.6M1.10%+788

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
REYN156K+51K
EIG65K+49K
CUZ46K+23K
KMT75K+22K
VIAV221K+21K
CAC39K+20K
JBSS47K+12K
STBA48K+11K
HCSG173K+11K
HP144K+10K

Decreased Positions

NameSharesChange
PRG14K-63422
ASTE25K-61647
PLOW14K-50560
SMP12K-39771
WKC29K-38722
INDB23K-31759
RUSHA14K-31039
CATY40K-28623
THFF31K-25159
SFNC30K-22758

Sector Breakdown

Industrials0.0% ($3.936268426522502e+77T)
Financial Services0.0% ($3.742302428202706e+72T)
Technology0.0% ($3.98639453773252e+50T)
Consumer Cyclical0.0% ($3.983356834412786e+49T)
Utilities0.0% ($3801347425772325376.0T)
Energy0.0% ($413531382089196352.0T)
Real Estate0.0% ($262721772093200.9T)
Healthcare0.0% ($35963300216521.0T)
Consumer Defensive0.0% ($33513055197.8T)
Basic Materials0.0% ($1968193617.9T)
Unknown0.0% ($252318.3T)
Communication Services0.0% ($20.6B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 20, 2026$234.7M118
Q3 2025Nov 14, 2025$256.5B122
Q2 2025Aug 14, 2025$243.3B125
Q1 2025May 16, 2025$229.5B132
Q4 2024Feb 14, 2025$234.9B136

Fund Information

CIK0001455468
Most Recent FilingFeb 20, 2026
Number of Filings5

Dean Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $234.7M across 117 holdings. The largest position is Helmerich & Payne Inc (HP), representing 1.8% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.