# Portfolio overlap — CSVRX vs GSATX

Comparing **Columbia Small Cap Value Discovery Fund** (2026-01-31) and **Goldman Sachs Small Cap Value Insights Fund** (2026-04-30).

- Shared positions: 54
- Columbia Small Cap Value Discovery Fund covered by Goldman Sachs Small Cap Value Insights Fund: 0.1244180228155271004467097113
- Goldman Sachs Small Cap Value Insights Fund covered by Columbia Small Cap Value Discovery Fund: 0.1244180228155271004467097114

## Columbia Small Cap Value Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JOHN BEAN TECHNOLOGIES CORP | 0.012881 |  |
| NATL FUEL GAS CO | 0.012716 |  |
| MOOG INC-CLASS A | 0.012714 | ✓ |
| UFP INDUSTRIES INC | 0.011914 |  |
| MERITAGE HOMES CORP | 0.011568 | ✓ |
| ESSENT GROUP LTD | 0.010447 | ✓ |
| KIRBY CORP | 0.010353 |  |
| CUSHMAN and WAKEFIELD LTD | 0.010281 | ✓ |
| LITTELFUSE INC | 0.010215 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.010019 |  |
| BANKUNITED INC | 0.009527 |  |
| KITE REALTY GROUP TRUST | 0.009521 | ✓ |
| VISHAY INTERTECHNOLOGY INC | 0.009023 | ✓ |
| SCORPIO TANKERS INC | 0.008879 | ✓ |
| GATES INDUSTRIAL CORP PLC | 0.008864 |  |
| PACS GROUP INC | 0.008785 |  |
| BANC OF CALIFORNIA INC | 0.008685 |  |
| VONTIER CORP W/I | 0.008573 |  |
| F&G ANNUITIES | 0.008326 | ✓ |
| Americold Realty Trust Inc | 0.008321 |  |
| ADVANCE AUTO PARTS INC | 0.008170 | ✓ |
| CORPORATE OFFICE PROPERTIES TR | 0.008163 |  |
| POLARIS INC | 0.007803 |  |
| KORN FERRY | 0.007773 |  |
| ANDERSONS INC | 0.007646 |  |
| TOREX GOLD RESOU | 0.007638 |  |
| ARCBEST CORP | 0.007498 |  |
| NEWMARK GROUP INC CL A | 0.007476 | ✓ |
| PBF ENERGY INC CL A | 0.007404 | ✓ |
| WASHINGTON FEDERAL INC | 0.007364 |  |
| NATIONAL VISION HOLDINGS INC | 0.007265 |  |
| HIGHWOODS PROPERTIES INC | 0.007142 |  |
| MINERALS TECHNOLOGIES INC | 0.007109 | ✓ |
| ASGN INC | 0.007076 | ✓ |
| VISTEON CORP | 0.007042 |  |
| WERNER ENTERPRISES INC | 0.007028 | ✓ |
| TELEFLEX INC | 0.007016 |  |
| KINETIK HOLDINGS INC | 0.006904 |  |
| PENNYMAC FINANCIAL SERVICES INC | 0.006861 |  |
| STONEX GROUP INC | 0.006807 |  |
| MACERICH COMPANY | 0.006741 | ✓ |
| WESTERN UNION CO | 0.006739 |  |
| HILLTOP HOLDINGS | 0.006715 |  |
| ARMOUR RESIDENTIAL REIT INC | 0.006596 |  |
| RLJ LODGING TRUST | 0.006537 | ✓ |
| KILROY REALTY CORP | 0.006514 |  |
| ALASKA AIR GROUP INC | 0.006459 |  |
| EURONET WORLDWIDE INC | 0.006395 |  |
| CENTURY COMMUNITIES INC | 0.006381 | ✓ |
| HNI CORP | 0.006360 |  |

## Goldman Sachs Small Cap Value Insights Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TTM TECHNOLOGIES INC | 0.016532 |  |
| MONEYMKT | 0.014689 |  |
| GOLDMAN SACHS TRUST CENTRAL GOVERNME | 0.012495 |  |
| ORMAT TECHNOLOGIES INC | 0.008595 |  |
| HECLA MINING CO | 0.008459 |  |
| PATTERSON-UTI ENERGY INC | 0.008437 |  |
| DIODES INC | 0.008333 |  |
| UMB FINANCIAL CORP | 0.008189 |  |
| ONE GAS INC | 0.007842 |  |
| VISHAY INTERTECHNOLOGY INC | 0.007839 | ✓ |
| BENCHMARK ELECTRONICS INC | 0.007682 |  |
| PHILLIPS EDISON and CO INC | 0.007566 |  |
| SABRA HEALTHCARE REIT INC | 0.007545 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.007527 |  |
| MERITAGE HOMES CORP | 0.007493 | ✓ |
| ECHOSTAR CORP CL A | 0.007491 |  |
| KNOWLES CORP | 0.007440 |  |
| SM ENERGY CO | 0.007414 |  |
| ENCORE CAPITAL G | 0.007320 |  |
| APPLE HOSPITALITY REIT INC | 0.006932 |  |
| NORTHERN OIL AND GAS INC | 0.006733 |  |
| OTTER TAIL CORPORATION | 0.006667 |  |
| NLIGHT INC | 0.006449 |  |
| HANCOCK WHITNEY CORP | 0.006441 |  |
| UNITED BANKSHS | 0.006439 |  |
| AMERIS BANCORP | 0.006391 |  |
| COEUR MINING INC | 0.006379 |  |
| STEVEN MADDEN LTD | 0.006378 |  |
| LAUREATE EDUCATION INC CL A | 0.006317 |  |
| Banco Latinoamericano de Comercio Exterior SA, Class E | 0.006303 | ✓ |
| MINERALS TECHNOLOGIES INC | 0.006284 | ✓ |
| GLACIER BANCORP INC | 0.006088 |  |
| INNOSPEC INC | 0.006036 |  |
| COHU INC | 0.006035 |  |
| ORCHID ISLAND CAPITAL INC | 0.005788 | ✓ |
| XENIA HOTELS & R | 0.005776 |  |
| DENALI THERAPEUTICS INC | 0.005680 |  |
| FORUM ENERGY TECHNOLOGIES INC | 0.005600 |  |
| PERDOCEO EDUCATION CORP | 0.005443 |  |
| GREEN PLAINS INC | 0.005290 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.005269 |  |
| RLJ LODGING TRUST | 0.005265 | ✓ |
| COSTAMARE INC | 0.005260 | ✓ |
| RENASANT CORP | 0.005260 |  |
| BRIGHTVIEW HOLDINGS INC | 0.005246 |  |
| ESSENT GROUP LTD | 0.005221 | ✓ |
| KITE REALTY GROUP TRUST | 0.005190 | ✓ |
| UNITED COMMUNITY BANKS GA | 0.005182 |  |
| DELUXE CORP | 0.005174 |  |
| ADVANCE AUTO PARTS INC | 0.005151 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033339` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826033339/0001410368-26-033339-index.htm>
- N-PORT (fund B) — accession `0000940400-26-024945` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/822977/000094040026024945/0000940400-26-024945-index.htm>

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