Aristotle Capital Management, LLC

CIK
860644
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

110 positions · $41,938,555,890 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
WSM
Williams Sonoma Inc
Consumer Cyclical
11,140,471 $2,031,242,077 4.84%
PH
Parker-Hannifin Corp
Industrials
2,121,374 $1,899,138,859 4.53%
CTVA
Corteva, Inc.
Basic Materials
18,833,712 $1,576,570,031 3.76%
MSFT
Microsoft Corp
Technology
3,377,893 $1,250,394,651 2.98%
COF
Capital One Financial Corp
Financial Services
6,750,796 $1,231,547,714 2.94%
MLM
Martin Marietta Materials Inc
Basic Materials
1,955,100 $1,150,928,268 2.74%
AMGN
Amgen Inc
Healthcare
3,079,565 $1,083,544,945 2.58%
TTE
TotalEnergies SE
Energy
11,243,638 $1,022,946,185 2.44%
ECL
Ecolab Inc.
Basic Materials
3,708,479 $986,529,583 2.35%
MSI
Motorola Solutions, Inc.
Technology
2,266,047 $983,396,416 2.34%

Portfolio Trend

24 quarters · across all stocks

Holdings in LEN

Export CSV

Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $724,773,326 8,346,077
2025-12-31 $897,027,660 8,725,950
2025-09-30 $1,152,323,977 9,142,526
2025-06-30 $1,070,803,353 9,680,891
2025-03-31 $1,119,680,736 9,755,016
2024-12-31 $1,323,830,585 10,027,994
2024-09-30 $1,830,845,614 10,087,815
2024-06-30 $1,479,992,231 10,201,053
2024-03-31 $1,736,500,257 10,430,308
2023-12-31 $1,558,066,905 10,799,001
2023-09-30 $1,241,681,698 11,428,829
2023-06-30 $1,414,657,412 11,661,805
2023-03-31 $1,216,072,695 11,951,316
2022-12-31 $1,200,222,831 13,699,782
2022-09-30 $1,056,944,972 14,645,537
2022-06-30 $1,016,689,154 14,882,240
2022-03-31 $1,199,089,341 15,260,055
2021-12-31 $1,661,661,266 14,776,995
2021-09-30 $1,307,839,460 14,421,418
2021-06-30 $1,375,884,214 14,305,870
2021-03-31 $1,385,411,926 14,137,419
2020-09-30 $967,157,141 12,231,549
2020-06-30 $722,974,032 12,119,964
2020-03-31 $432,091,153 11,684,550