Delaware VIP Special Situations Series
Delaware VIP Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 30, 2022 → Mar 31, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2022 Shares Mar 2023 Δ shares End % Δ value
COLUMBIA BANKING SYSTEMS INC 0 111,497 111,497 1.21% $2.39M
LIBERTY ENERGY INC CL A 0 137,300 137,300 0.89% $1.76M
TIMKEN CO 0 21,500 21,500 0.89% $1.76M
HOSTESS BRANDS INC CL A 0 70,500 70,500 0.89% $1.75M
TEREX CORP 0 33,150 33,150 0.81% $1.60M
PRESTIGE CONSUMER HEALTHCARE INC 0 20,400 20,400 0.65% $1.28M
BELDEN INC 0 2,347 2,347 0.10% $203.65K
APPLE HOSPITALITY REIT INC 0 10,705 10,705 0.08% $166.14K
Security Shares Dec 2022 Shares Mar 2023 Δ shares End % Δ value
ALTRA INDUSTRIAL MOTION CORP 57,700 0 -57,700 0.00% -$3.45M
UMPQUA HOLDINGS CORP 191,000 0 -191,000 0.00% -$3.41M
WESTERN ALLIANCE BANCORP 48,350 0 -48,350 0.00% -$2.88M
METROPOLITAN BANK HOLDING CORP 19,798 0 -19,798 0.00% -$1.16M
TOWER SEMICONDCT 6,874 0 -6,874 0.00% -$296.96K
KEMPER CORP 4,700 0 -4,700 0.00% -$231.24K
Security Shares Dec 2022 Shares Mar 2023 Δ shares End % Δ value
VALLEY NATL BANCORP 278,400 315,100 36,700 1.48% -$237.18K
HB FULLER CO 32,000 33,598 1,598 1.17% $7.94K
MURPHY OIL CORP 57,500 61,700 4,200 1.16% -$191.41K
LXP INDUSTRIAL TRUST REIT 177,050 212,850 35,800 1.11% $420.44K
INDEPENDENCE REALTY TR INC 105,960 128,180 22,220 1.04% $268.24K
AVIENT CORP 37,100 45,100 8,000 0.94% $603.82K
VISHAY INTERTECHNOLOGY INC 55,900 71,100 15,200 0.82% $402.52K
AVANOS MEDICAL INC 42,700 51,400 8,700 0.78% $373.17K
AXIS CAPITAL HOLDINGS LTD 17,544 27,900 10,356 0.77% $570.75K
TRICON RESIDENTI 140,120 182,950 42,830 0.72% $337.54K
LEONARDO DRS INC 31,571 74,251 42,680 0.49% $559.56K
Security Shares Dec 2022 Shares Mar 2023 Δ shares End % Δ value
ATKORE INC 33,100 31,611 -1,489 2.25% $686.51K
MASTEC INC 57,190 44,621 -12,569 2.14% -$666.02K
STIFEL FINANCIAL CORP 67,450 66,050 -1,400 1.98% -$34.16K
WEBSTER FINL 99,199 97,199 -2,000 1.94% -$864.50K
WESCO INTL 34,200 24,602 -9,598 1.93% -$479.85K
FNB CORP PA 333,600 326,800 -6,800 1.92% -$562.60K
HANCOCK WHITNEY CORP 100,650 98,650 -2,000 1.82% -$1.28M
ITT INC 39,800 39,000 -800 1.71% $137.92K
BERRY GLOBAL GROUP INC 58,400 47,900 -10,500 1.43% -$707.80K
EAST WEST BNCRP 66,500 50,200 -16,300 1.41% -$1.60M
CIRRUS LOGIC INC 26,900 25,365 -1,535 1.41% $770.91K
FLEX LTD 147,609 112,109 -35,500 1.31% -$588.06K
GROUP 1 AUTOMOTIVE INC 11,500 11,300 -200 1.30% $484.29K
MAGNOLIA OIL and GAS CORPO CL A 151,100 116,600 -34,500 1.29% -$992.09K
WERNER ENTERPRISES INC 57,000 55,800 -1,200 1.29% $243.52K
BLACK HILLS CORP 40,390 39,590 -800 1.27% -$342.90K
LOUISIANA PACIFIC CORP 49,550 45,842 -3,708 1.26% -$448.27K
INTEGRA LIFESCIENCES HLDS CORP 43,700 42,800 -900 1.25% $6.89K
POWER INTEGRATIONS INC 29,000 28,400 -600 1.22% $323.90K
MERITAGE HOMES CORP 22,300 20,300 -2,000 1.20% $314.17K
DIODES INC 25,900 25,400 -500 1.19% $384.08K
J & J SNACK FOOD 16,100 15,800 -300 1.19% -$68.46K
KBR INC 43,332 42,432 -900 1.18% $47.95K
SYNOVUS FINL 74,350 72,850 -1,500 1.14% -$545.88K
SELECTIVE INSURANCE GROUP INC 23,600 23,100 -500 1.12% $110.93K
CACI INTL-A 7,600 7,400 -200 1.11% -$92.01K
UNIFIRST CORP/MA 12,600 12,300 -300 1.10% -$264.04K
TEXAS ROADHOUSE INC 20,150 19,750 -400 1.08% $301.54K
REGAL REXNORD CORP 15,408 15,108 -300 1.08% $277.50K
ALLETE INC 33,400 32,700 -700 1.07% -$49.74K
ADIENT PLC 58,800 50,400 -8,400 1.05% $24.61K
AMERICAN EQY INVT LIFE HLD CO 61,000 55,300 -5,700 1.02% -$764.92K
FIRST FIN BANCRP 94,500 92,600 -1,900 1.02% -$273.83K
BARNES GROUP INC 50,400 49,400 -1,000 1.01% -$69.01K
ASSURANT INC 16,800 16,500 -300 1.00% -$119.85K
COLUMBIA SPORTSWEAR CO 22,400 21,900 -500 1.00% $14.46K
INTEGER HOLDINGS CORP 25,900 25,400 -500 1.00% $195.39K
TTM TECHNOLOGIES INC 148,500 145,500 -3,000 1.00% -$276.58K
SPIRIT RLTY CAP INC 49,400 48,400 -1,000 0.98% -$44.29K
HANOVER INSURANCE GROUP INC 15,100 14,800 -300 0.96% -$138.66K
HUNTSMAN CORP 79,600 68,600 -11,000 0.95% -$310.51K
ACUSHNET HOLDINGS CORP 35,900 35,200 -700 0.91% $268.77K
ZURN ELKAY WATER SOLUTIONS CORP 85,100 83,400 -1,700 0.90% -$18.44K
ARCONIC CORP 69,200 67,800 -1,400 0.90% $314.12K
OUTFRONT MEDIA INC 111,500 109,200 -2,300 0.90% -$76.35K
KITE REALTY GROUP TRUST 85,755 84,055 -1,700 0.89% -$46.71K
KB HOME 48,500 43,600 -4,900 0.89% $207.12K
ESSENT GROUP LTD 44,100 43,200 -900 0.88% $15.55K
STEVEN MADDEN LTD 48,800 47,800 -1,000 0.87% $161.15K
OGE ENERGY CORP 46,300 45,400 -900 0.87% -$121.40K
H&E EQUIPMENT SE 39,200 38,400 -800 0.86% -$81.25K
MATADOR RESOURCES COMPANY 34,700 34,000 -700 0.82% -$366.13K
ASHLAND INC 15,500 15,200 -300 0.79% -$105.52K
PATTERSON-UTI ENERGY INC 167,800 132,500 -35,300 0.79% -$1.28M
FIRST INTST BANCSYST INC CL A 52,885 51,785 -1,100 0.78% -$497.71K
PERFORMANCE FOOD GROUP CO 36,016 25,616 -10,400 0.78% -$557.30K
KIRBY CORP 22,500 22,000 -500 0.78% $85.52K
SOUTHWEST GAS HOLDINGS INC 25,000 24,500 -500 0.78% -$16.98K
CRACKER BARREL OLD CTRY ST INC 13,700 13,400 -300 0.77% $224.30K
NEXSTAR MEDIA GROUP INC 8,800 8,600 -200 0.75% -$55.39K
NATL HEALTH INV 29,250 28,650 -600 0.75% -$49.67K
NETSCOUT SYSTEMS INC 52,600 51,500 -1,100 0.75% -$234.55K
SUMMIT MATERIALS INC CL A 52,652 51,552 -1,100 0.74% -$26.07K
CHOICE HOTELS INTL INC 12,800 12,500 -300 0.74% $23.08K
FLOWERS FOODS INC 53,800 52,700 -1,100 0.73% -$101.70K
TD SYNNEX CORP 19,100 14,800 -4,300 0.73% -$376.47K
CNX RESOURCES CORP 167,250 88,800 -78,450 0.72% -$1.39M
CONCENTRIX CORP 11,600 11,400 -200 0.70% -$158.99K
VIAVI SOLUTIONS INC 128,000 125,400 -2,600 0.69% $12.80K
STEWART INFO SVC 32,500 31,800 -700 0.65% -$105.60K
HOPE BANCORP INC 132,210 129,510 -2,700 0.65% -$421.82K
LIFE STORAGE INC 18,150 9,250 -8,900 0.61% -$575.19K
SERVICE CORP INTERNATIONAL INC 21,750 16,150 -5,600 0.56% -$393.00K
SAIA INC 4,100 4,000 -100 0.55% $228.63K
BANK OF NT BUTTERFIELD & SON LTD/THE 41,000 40,200 -800 0.55% -$136.81K
BREAD FINANCIAL HOLDINGS 32,600 31,900 -700 0.49% -$260.51K
NCR VOYIX CORP 40,788 39,988 -800 0.48% -$11.53K
NUVASIVE INC 28,700 22,600 -6,100 0.47% -$249.98K
RPT REALTY 98,400 96,400 -2,000 0.46% -$71.17K
DELEK US HOLDINGS INC 37,100 36,300 -800 0.42% -$168.62K
SANDY SPRING BANCORP INC 31,900 31,300 -600 0.41% -$310.66K
SUMMIT HOTEL PROPERTIES INC 127,500 104,855 -22,645 0.37% -$186.56K
MONEYMKT 1,255,623 613,949 -641,674 0.31% -$641.67K
MONEYMKT 1,255,623 613,949 -641,674 0.31% -$641.67K
MSILF-GOVT-INS 1,255,623 613,949 -641,674 0.31% -$641.67K
BlackRock Liquidity FedFund - Institutional Class 1,255,622 613,948 -641,674 0.31% -$641.67K

No positions in this category.

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