Titelia

Holdings of CRM ALL CAP VALUE FUND

CRM Mutual Fund Trust · 46 declared positions · as of Apr 30, 2026

Original filing · Net assets 19.6M $ · Ten largest lines: 32.5 % of the equity sleeve

Sector breakdown

  • Financials 9.1 %
  • Technology 7.6 %
  • Health care 1.8 %
  • Materials 1.6 %
  • Energy 1.1 %
  • Unattributed 78.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.0 %
  • IL 2.0 %
  • GB 1.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US4418.4M $96.97 %
IL1380.2K $2.01 %
GB1195K $1.03 %

Positions

CompanySharesValueWeight
Regal Rexnord Corp 3,763809.2K $4.12 %
Microchip Technology Inc 7,161665.3K $3.39 %
Champion Homes Inc 8,655659.8K $3.36 %
Broadcom Inc 1,578658.7K $3.36 %
Qnity Electronics Inc 4,417621.3K $3.17 %
Global Payments Inc 8,430606.6K $3.09 %
Woodward Inc 1,555564.4K $2.88 %
WillScot Holdings Corp 23,502532.1K $2.71 %
Concentra Group Holdings Parent Inc 23,225521.9K $2.66 %
LendingClub Corp 30,087513.6K $2.62 %
Ashland Inc 9,293494.9K $2.52 %
MKS Inc 1,738493.2K $2.51 %
Hub Group Inc 11,011482.6K $2.46 %
Dauch Corporation 83,380476.1K $2.43 %
First American Financial Corp 6,669467.7K $2.38 %
Capital One Financial Corp 2,400459.1K $2.34 %
Charles Schwab Corp/The 4,997457.9K $2.33 %
Viavi Solutions Inc 8,546447.8K $2.28 %
BankUnited Inc 9,573445K $2.27 %
Advanced Drainage Systems Inc 2,965442.5K $2.25 %
Truist Financial Corp 8,102417.3K $2.13 %
Vontier Corp 11,620416.9K $2.12 %
Xylem Inc/NY 3,447407.3K $2.07 %
Ciena Corp 746393.6K $2.01 %
Citigroup Inc 3,005384.6K $1.96 %
Intel Corp 4,066384.2K $1.96 %
Victoria's Secret & Co 7,376382.3K $1.95 %
Tower Semiconductor Ltd 1,720380.2K $1.94 %
CBRE Group Inc 2,548363.7K $1.85 %
Cooper Cos Inc/The 5,517347K $1.77 %
Danaher Corp 1,939347K $1.77 %
TETRA Technologies Inc 36,161344.3K $1.75 %
Sun Communities Inc 2,464315K $1.60 %
CRH PLC 2,637312.3K $1.59 %
ACV Auctions Inc 60,154312.2K $1.59 %
Valvoline Inc 9,367311.3K $1.59 %
Terreno Realty Corp 4,552296.8K $1.51 %
Evergy Inc 3,452286K $1.46 %
ZoomInfo Technologies Inc 45,322283.3K $1.44 %
Louisiana-Pacific Corp 3,822275.9K $1.41 %
Moelis & Co 3,681239.7K $1.22 %
Omnicell Inc 5,695235.9K $1.20 %
SLB Ltd 3,607205.2K $1.05 %
Gates Industrial Corp PLC 7,616195K $0.99 %
Burlington Stores Inc 599191.7K $0.98 %
Marten Transport Ltd 7,175108.2K $0.55 %