Shapiro Capital Management LLC
Shapiro Capital Management LLC is an SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1990, the firm manages approximately $2.9 billion in assets and has about 10 employees. It is known for serving institutional clients and high net worth individuals through a specialized investment approach in US equities. The firm emphasizes long-term value investing, working with a concentrated client base and portfolio.
Investment Strategy
Shapiro Capital Management LLC pursues a fundamental, value-oriented investment strategy primarily focused on US equities. The firm specializes in bottom-up stock selection, seeking undervalued companies with growth potential and strong underlying fundamentals. Shapiro Capital Management typically manages concentrated portfolios, maintaining high conviction positions and aiming for long-term capital appreciation for its clients while maintaining disciplined risk management.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ELAN | ELANCO ANIMAL HEALTH INC | 5.83% | $132.7M | 9,290,825 | $11.88 | $14.28 | +$3.2M |
V VYX | NCR VOYIX CORPORATION | 5.36% | $122.0M | 10,396,478 | $12.53 | $11.73 | +$2.6M |
P PENN | PENN ENTERTAINMENT INC | 5.05% | $114.9M | 6,431,588 | $19.14 | $17.87 | +$15.9M |
U UCTT | ULTRA CLEAN HLDGS INC | 4.11% | $93.5M | 4,144,880 | $29.95 | $22.57 | +$6.1M |
G GPK | GRAPHIC PACKAGING HLDG CO | 4.04% | $92.0M | 4,365,145 | $14.56 | $21.07 | -$31.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
J Jonathan Hunter | Research Analyst | Atlanta, GA , United States | |
L Louis Shapiro | President | Marietta, GA , United States |