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TCV vs RYAVX

Shared holdings
6
TCV covered by RYAVX
10.58%
RYAVX covered by TCV
10.58%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TCV (Feb. 27, 2026)

SecurityWeight
GOLD.COM INC4.28%
LIBERTY ENERGY INC CL A3.80%
PROPETRO HOLDING CORP3.27%
PBF ENERGY INC CL A3.20%
UNITED NATURAL FOODS INC3.10%
BORGWARNER INC3.08%
MAGNA INTL3.04%
DELUXE CORP2.97%
ARCBEST CORP2.94%
OSHKOSH CORP2.91%
HOVNANIAN ENTERPRISES INC CL A2.86%
LEAR CORP NEW2.78%
PAR PACIFIC HOLDINGS INC2.68%
BLUELINX HOLDINGS INC2.58%
LEGGETT & PLATT2.54%
Adient PLC2.41%
Bunge Global SA2.38%
ALPHA METALLURGICAL RESOURCES INC2.36%
TIMKENSTEEL CORP2.36%
PEABODY ENERGY CORP2.33%
FRST AM-GV OB-X2.30%
HEALTHCARE SERVS2.30%
RYERSON HOLDING CORP2.29%
METHODE ELECTRONICS INC2.27%
ZUMIEZ INC2.26%
FLUOR CORP2.25%
COMPASS INC - A2.24%
WABASH NATIONAL CORP2.23%
TD SYNNEX CORP2.18%
TITAN INTL INC2.18%
MOLINA HEALTHCARE INC2.10%
FOX FACTORY HOLDING CORP2.03%
STEPAN CO1.98%
OSCAR HEALTH INC - CLASS A1.97%
Cushman & Wakefield Ltd1.94%
BLOOMIN BRANDS INC1.93%
INSPERITY INC1.53%
CLEARWATER PAPER CORP1.29%
CAPITOL FED FINL (2ND STEP CV)1.27%
FIRST BUSEY CORP1.21%
PROSPERITY BNCSH1.20%
EASTERN BANKSHARES INC1.18%

RYAVX (March 31, 2026)

SecurityWeight
PBF ENERGY INC CL A3.34%
AVNET INC3.01%
ARROW ELECTRONICS INC2.93%
OLIN CORP2.44%
HF SINCLAIR CORP2.41%
LEAR CORP NEW2.25%
BRIGHTHOUSE FINANCIAL INC1.99%
CHORD ENERGY CORP1.96%
CONCENTRIX CORP1.92%
TD SYNNEX CORP1.91%
PVH CORP1.71%
NOV INC1.68%
WESTLAKE CORP1.67%
REINSURANCE GROUP OF AMERICA1.57%
FLUOR CORP1.53%
HARLEY-DAVIDSON INC1.48%
SONOCO PRODUCTS CO1.46%
MACYS INC1.45%
LITHIA MOTORS INC CL A1.45%
PARK H&R INC1.44%
PENSKE AUTOMOTIVE GROUP INC1.38%
ALBERTSONS COS INC CL A1.35%
ALASKA AIR GROUP INC1.24%
MATADOR RESOURCES COMPANY1.23%
DARLING INGREDIENTS INC1.22%
AUTONATION INC1.20%
GREIF INC-CL A1.18%
TAYLOR MORRISON HOME CORP1.16%
TEREX CORP1.16%
OVINTIV INC1.15%
PERFORMANCE FOOD GROUP CO1.13%
MURPHY OIL CORP1.04%
AVIENT CORP1.01%
FLOWERS FOODS INC1.00%
BORGWARNER INC1.00%
WHIRLPOOL CORP0.99%
GXO LOGISTICS INC0.99%
KB HOME0.98%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC0.97%
CNH INDUSTRIAL NV0.96%
ALCOA CORP0.96%
CLEVELAND-CLIFFS INC0.95%
COTY INC-CL A0.95%
PERMIAN RESOURCES CORP CL A0.90%
GOODYEAR TIRE and RUBBER CO0.90%
PILGRIM'S PRIDE CORP NEW0.89%
NY COMM BANCORP0.89%
US FOODS HOLDING CORP0.88%
POST HOLDINGS INC0.85%
THOR INDUSTRIES INC0.83%

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