Aristotle Capital Management, LLC

CIK

860644

City

LOS ANGELES

State / Country

Stock

RPM — Rpm International Inc/De/

Top Portfolio Positions

112 positions · $42,635,424,172 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	4.76%
PH	Parker-Hannifin Corp Industrials	2,121,374	$1,899,138,859	4.45%
CTVA	Corteva, Inc. Basic Materials	18,833,712	$1,576,570,031	3.70%
CFR	Cullen/Frost Bankers, Inc. Financial Services	9,530,018	$1,306,374,866	3.06%
MSFT	Microsoft Corp Technology	3,377,893	$1,250,394,651	2.93%
COF	Capital One Financial Corp Financial Services	6,750,796	$1,231,547,714	2.89%
MLM	Martin Marietta Materials Inc Basic Materials	1,955,100	$1,150,928,268	2.70%
AMGN	Amgen Inc Healthcare	3,079,565	$1,083,544,945	2.54%
TTE	TotalEnergies SE Energy	11,243,638	$1,022,946,185	2.40%
ECL	Ecolab Inc. Basic Materials	3,708,479	$986,529,583	2.31%

Portfolio Trend

25 quarters · across all stocks

Holdings in RPM

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$732,029,312	7,364,480	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$807,389,024	7,763,356	-4.2%	Shares	Sole	2026-02-17
2025-09-30	$955,392,527	8,104,789	0.0%	Shares	Sole	2025-11-14
2025-09-30	$955,392,527	8,104,789	-5.5%	Shares	Sole	2025-11-14
2025-06-30	$941,988,389	8,576,005	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,013,446,914	8,760,779	-2.6%	Shares	Sole	2025-05-15
2024-12-31	$1,106,826,990	8,994,206	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$1,107,612,341	9,153,821	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$990,592,684	9,199,412	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$1,109,979,308	9,331,478	-2.6%	Shares	Sole	2024-05-15
2023-12-31	$1,069,245,722	9,578,480	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$953,919,342	10,061,379	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$932,608,844	10,393,501	-1.4%	Shares	Sole	2023-08-14
2023-03-31	$919,924,513	10,544,756	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$1,043,718,052	10,710,293	-5.2%	Shares	Sole	2023-02-14
2022-09-30	$941,713,079	11,303,722	-2.9%	Shares	Sole	2022-11-14
2022-06-30	$915,961,831	11,635,694	-2.1%	Shares	Sole	2022-08-15
2022-03-31	$968,254,004	11,889,170	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$1,171,828,361	11,602,261	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$883,877,914	11,382,845	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$995,040,502	11,220,574	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$1,013,832,492	11,037,915	+10.2%	Shares	Sole	2021-05-17
2020-12-31	$909,483,424	10,018,544	+7.6%	Shares	Sole	2021-02-22
2020-09-30	$771,673,404	9,315,227	+1.7%	Shares	Sole	2020-11-16
2020-06-30	$687,582,776	9,160,442	+135.4%	Shares	Sole	2020-08-14
2020-03-31	$231,552,044	3,891,631	—	Shares	Sole	2020-08-20
No 13F history on record for this holder in this stock.