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Ceredex Value Advisors LLC

CIK:0001738726
Asset Manager
$6B AUM
166 holdings
Orlando, FL, United States
Founded:2008
13 employees
Latest filing:Jun 30, 2025

Ceredex Value Advisors LLC is an investment management firm based in Orlando, Florida. The company specializes in value equity investing across various market capitalizations, offering separate accounts and commingled investment vehicles to institutional investors such as mutual funds, pension plans, and government entities. Ceredex was established in 2008 from the value equity division of Trusco Capital Management and is a wholly-owned subsidiary of Virtus Partners, itself a subsidiary of Virtus Investment Partners, Inc., a large publicly traded asset management organization. As of 2025, Ceredex employs 13 professionals and serves a broad range of institutional clients.

Investment Strategy

Ceredex Value Advisors LLC focuses on value-oriented equity strategies spanning concentrated large cap, large cap, mid-cap, smid-cap, and small cap portfolios. The firm applies disciplined, research-driven fundamental analysis to identify undervalued companies with strong balance sheets and attractive long-term prospects. Ceredex offers discretionary investment management and supervisory services primarily to institutional clients, aiming to deliver long-term capital appreciation through diversified value equity portfolios.

Top Buys
I
IRINGERSOLL RAND INC
+$60.8M
P
PPLPPL CORP
+$49.8M
X
XOMEXXON MOBIL CORP
+$47.9M
J
JNJJOHNSON & JOHNSON
+$47.1M
F
FCXFREEPORT-MCMORAN INC
+$45.0M
Top Sells
E
EFXEQUIFAX INC
-$83.7M
P
PHPARKER-HANNIFIN CORP
-$76.3M
C
CVXCHEVRON CORP NEW
-$58.4M
V
VMCVULCAN MATLS CO
-$55.9M
U
UNHUNITEDHEALTH GROUP INC
-$54.1M

Top Holdings

K
KEYKEYCORP
+1.8%$84.1M
P
PPLPPL CORP
+1.7%$79.4M
A
AEEAMEREN CORP
+1.7%$78.9M
D
DELLDELL TECHNOLOGIES INC
+1.6%$75.6M
I
IPINTERNATIONAL PAPER CO
+1.6%$75.6M

Equity Positions (162)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
K
KEY
KEYCORP1.81%$84.1M4,827,406$14.59$17.42+$501.4K
P
PPL
PPL CORP1.71%$79.4M2,343,488$34.67$33.89+$49.8M
A
AEE
AMEREN CORP1.70%$78.9M821,830$98.72$96.04+$28.2M
D
DELL
DELL TECHNOLOGIES INC1.62%$75.6M616,964$110.55$122.60+$37.8M
I
IP
INTERNATIONAL PAPER CO1.62%$75.6M1,614,706$48.69$46.83-$3.7M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+7.9%
NATIONAL COMMERCIAL BANKS
+7.4%
ELECTRIC SERVICES
+4.6%
STATE COMMERCIAL BANKS
+3.4%
SEMICONDUCTORS & RELATED DEVICES
+3.3%