# Portfolio overlap — CFSMX vs UBVLX

Comparing **Clarkston Partners Fund** (2026-03-31) and **Undiscovered Managers Behavioral Value Fund** (2026-03-31).

- Shared positions: 5
- Clarkston Partners Fund covered by Undiscovered Managers Behavioral Value Fund: 0.07190423031705850770279523071
- Undiscovered Managers Behavioral Value Fund covered by Clarkston Partners Fund: 0.07190423031705850770279523071

## Clarkston Partners Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Clarivate PLC COM NPV | 0.113181 |  |
| POST HOLDINGS INC | 0.096143 |  |
| AFFIL MANAGERS | 0.078934 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.060296 |  |
| AVANTOR INC | 0.059725 | ✓ |
| WILEY JOHN&SON-A | 0.047551 |  |
| LKQ CORP | 0.039988 | ✓ |
| ENVISTA HOLDINGS CORP | 0.039065 | ✓ |
| MIDDLEBY CORP | 0.035672 |  |
| WAYSTAR HOLDING CORP | 0.035562 |  |
| ENERGIZER HOLDIN | 0.034333 | ✓ |
| LAMB WESTON HOLDINGS INC | 0.032879 |  |
| GFL ENVIRONM-SUB | 0.031782 |  |
| NEOGEN CORP | 0.030116 |  |
| HENRY SCHEIN INC | 0.028670 |  |
| LANDSTAR SYSTEM INC | 0.028582 |  |
| PRIMO BRANDS CORP A | 0.026858 | ✓ |
| BROWN & BROWN | 0.026424 |  |
| GARTNER INC | 0.025665 |  |
| RALLIANT CORP | 0.024268 |  |
| ROPER TECHNOLOGIES INC | 0.024089 |  |
| US FOODS HOLDING CORP | 0.016441 |  |
| MOLSON COORS BEVERAGE CO B | 0.016053 |  |
| LPL FINL HLDGS INC | 0.015603 |  |
| RYAN SPECIALTY HOLDINGS INC | 0.013125 |  |
| BELLRING BRANDS INC | 0.011997 |  |
| CH ROBINSON WORLDWIDE INC | 0.006999 |  |

## 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 `0001049169-26-001529` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1558107/000104916926001529/0001049169-26-001529-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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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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