# Portfolio overlap — ARSIX vs UBVLX

Comparing **AMG River Road Small Cap Value Fund** (2026-01-30) and **Undiscovered Managers Behavioral Value Fund** (2026-03-31).

- Shared positions: 11
- AMG River Road Small Cap Value Fund covered by Undiscovered Managers Behavioral Value Fund: 0.09414105176941653841660153823
- Undiscovered Managers Behavioral Value Fund covered by AMG River Road Small Cap Value Fund: 0.09414105176941653841660153823

## AMG River Road Small Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIXED INC CLEARING CORP.REPO | 0.096344 |  |
| WHITE MOUNTAINS INS GROUP LTD | 0.039562 | ✓ |
| MCGRATH RENTCORP | 0.034217 |  |
| CORECIVIC INC | 0.033003 |  |
| GXO LOGISTICS INC | 0.032820 |  |
| UNIFIRST CORP/MA | 0.030492 |  |
| EPLUS INC | 0.030145 |  |
| MURPHY USA INC | 0.030059 |  |
| ASBURY AUTOMOTIVE GROUP INC | 0.026886 |  |
| PRICESMART INC | 0.026018 |  |
| GENWORTH FINANCIAL INC A | 0.024908 |  |
| ASSURED GUARANTY LTD | 0.024493 | ✓ |
| VONTIER CORP W/I | 0.023043 |  |
| TITAN AMERICA SA | 0.020682 |  |
| WEX INC | 0.020342 |  |
| Dole Public Limited Company | 0.019225 |  |
| MAXIMUS INC | 0.019093 | ✓ |
| INGLES MARKETS INC-CL A | 0.019024 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.018042 | ✓ |
| ICU MEDICAL INC | 0.017181 | ✓ |
| UFP INDUSTRIES INC | 0.016871 |  |
| VIAD CORP | 0.016506 |  |
| NORTHWESTERN ENERGY GROUP INC | 0.015965 | ✓ |
| MDU RESOURCES GROUP INC | 0.015705 |  |
| UNITED PARKS & R | 0.015126 |  |
| DELEK US HOLDINGS INC | 0.015102 |  |
| SOUTHWEST GAS HOLDINGS INC | 0.013902 | ✓ |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.013309 |  |
| SIMPLY GOOD FOODS CO | 0.013058 |  |
| INGRAM MICRO HOL | 0.012907 |  |
| VERRA MOBILITY CORP | 0.012492 |  |
| RIDGEPOST CAPITAL INC | 0.012453 |  |
| HUB GROUP INC CL A | 0.011978 |  |
| HAEMONETICS CORP MASS | 0.011816 |  |
| TENNANT CO | 0.011262 |  |
| TXNM ENERGY INC | 0.010548 |  |
| VAIL RESORTS INC | 0.010279 |  |
| CANNAE HOLDINGS INC | 0.010251 |  |
| TELEFLEX INC | 0.010046 | ✓ |
| BLUELINX HOLDINGS INC | 0.009457 |  |
| HOWARD HUGHES HOLDINGS INC | 0.008464 |  |
| PROGYNY INC | 0.008446 |  |
| ARMSTRONG WORLD INDUSTRIES INC | 0.008446 |  |
| TRIPADVISOR INC | 0.008066 |  |
| NOMAD FOODS LTD | 0.007990 |  |
| NMI HOLDINGS INC A | 0.007898 |  |
| EMBECTA CORP | 0.007891 |  |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 0.007891 | ✓ |
| CAL-MAINE FOODS INC | 0.007866 |  |
| BELLRING BRANDS INC | 0.007828 |  |

## Undiscovered Managers Behavioral Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMCOR PLC | 0.048290 |  |
| HEALTHPEAK PROPERTIES INC | 0.042690 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.032538 |  |
| OLD NATL BANCORP | 0.030940 |  |
| LKQ CORP | 0.026243 |  |
| PRIMO BRANDS CORP A | 0.023890 |  |
| SONOCO PRODUCTS CO | 0.023431 |  |
| FNB CORP PA | 0.022999 |  |
| DEVON ENERGY CORP | 0.022517 |  |
| CELANESE CORP | 0.021720 |  |
| WHITE MOUNTAINS INS GROUP LTD | 0.021418 | ✓ |
| PORTLAND GENERAL ELECTRIC CO | 0.019361 |  |
| SENSATA TECHNOLOGIES HOLDING PLC | 0.019339 |  |
| UGI CORP NEW | 0.018101 |  |
| RAYONIER INC REIT | 0.017797 |  |
| AGCO CORP | 0.017201 |  |
| Americold Realty Trust Inc | 0.016981 |  |
| GRAPHIC PACKAGING HOLDING CO | 0.016654 |  |
| KITE REALTY GROUP TRUST | 0.016182 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.015249 |  |
| TELEFLEX INC | 0.015201 | ✓ |
| ICU MEDICAL INC | 0.014774 | ✓ |
| CABOT CORP | 0.014436 |  |
| CNO FINANCIAL GROUP INC | 0.014416 |  |
| SPIRE INC | 0.014077 |  |
| REYNOLDS CONSUMER PRODUCTS INC | 0.013478 |  |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 0.013446 | ✓ |
| OLIN CORP | 0.013263 |  |
| DENTSPLY SIRONA INC | 0.012354 |  |
| PATTERSON-UTI ENERGY INC | 0.012340 |  |
| RESIDEO TECHNOLOGIES INC | 0.012283 |  |
| SILGAN HOLDINGS INC | 0.011950 |  |
| ADVANCE AUTO PARTS INC | 0.011763 |  |
| MAXIMUS INC | 0.011477 | ✓ |
| BERKSHIRE HILLS BANCORP INC | 0.011397 |  |
| FIRST HAWAIIAN INC | 0.011008 |  |
| BRINK'S CO/THE | 0.011005 |  |
| ENSIGN GROUP INC | 0.010589 |  |
| FIDELITY NATL INFORM SVCS INC | 0.010500 |  |
| GENTEX CORP | 0.010480 |  |
| MARRIOTT VACATIONS WORLD | 0.010426 |  |
| RANGE RESOURCES CORP | 0.010285 |  |
| KEMPER CORP | 0.010087 |  |
| WASHINGTON FEDERAL INC | 0.009518 |  |
| GRANITE CONSTRUCTION INC | 0.009488 |  |
| ENVISTA HOLDINGS CORP | 0.008957 |  |
| EVEREST REINSURANCE GROUP LTD | 0.008858 |  |
| FLOWERS FOODS INC | 0.008519 |  |
| NCR ATLEOS CORP | 0.008348 |  |
| TEREX CORP | 0.008160 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-012078` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/912036/000094040026012078/0000940400-26-012078-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012770` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1047712/000207169126012770/0002071691-26-012770-index.htm>

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