WESTPORT ASSET MANAGEMENT INC — 13F holdings

WESTPORT ASSET MANAGEMENT INC reported 80 holdings worth $245M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. SNPS Synopsys Inc — $23.1M (9.4%)
2. WTW WILLIS TOWERS WATSON PLC LTD — $18.1M (7.4%)
3. CVSA ADTALEM GLOBAL ED INC — $15.7M (6.4%)
4. MTG MGIC INVT CORP WIS — $12.4M (5.1%)
5. UHS UNIVERSAL HLTH SVCS INC — $9.67M (3.9%)
6. IPGP IPG PHOTONICS CORP — $9.09M (3.7%)
7. URI UNITED RENTALS INC — $9.06M (3.7%)
8. ZBRA ZEBRA TECHNOLOGIES CORPORATI — $9.04M (3.7%)
9. GOOG ALPHABET INC — $8.48M (3.5%)
10. LITE LUMENTUM HLDGS INC — $8.15M (3.3%)