Equal-WT
WhaleScore 2.0
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Dean Capital Management is based out of Overland Park. Dean Capital Management is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $1,133,464,465 (Form ADV from 2025-06-10). Their last reported 13F filing for Q3 2025 included $256,458,167 in managed 13F securities
and a top 10 holdings concentration of 17.64%. Dean Capital Management's largest holding is Littelfuse Inc with shares held of 28,193. Whalewisdom has at least 61 13F filings
Investment Strategy
DCM's general investment strategy is to build well-diversified portfolios while attempting to reduce overall investment risk and volatility. To implement this strategy, DCM typically creates portfolios using individual equities and bonds, but may sometimes also use ETFs and other types of investments. DCM will allocate portfolios among various investments, taking into consideration the overall investment objectives of the strategy or client. They generally make long-term security purchases but may also make short-term purchases or take other tactical actions.
To analyze investments, DCM uses various forms of analysis including fundamental analysis, cyclical analysis, technical analysis, and charting. DCM provides discretionary investment management services for some of DIA’s separately managed relationships and for DIA’s Mid Cap Value Fund, Small Cap Value Fund and Equity Income Fund. For the separately managed client accounts, DCM provides discretionary portfolio management services in large value, mid value, small value, multi value, equity income and fixed income styles based upon the individualized needs of the DIA client.
Owners
- C.H. DEAN, LLC (F/K/A C.H. DEAN, INC.) - LLC MEMBER
- KRUMM, PATRICK, JON - LLC MEMBER
- LEACH, DOUGLAS, ALLEN - LLC MEMBER
- MILLER, STEPHEN, MICHAEL - LLC MEMBER
- LAUB, KEVIN, ERIC - LLC MEMBER
- ROTH, STEVEN, DONN - LLC MEMBER
- SKINNER, JESSICA, LYNN - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| VC Visteon Corp | 1.66% |
| KWR Quaker Chemical Corp | 1.06% |
| REYN Reynolds Consumer Pr | 1% |
| LFUS Littelfuse Inc | 0.77% |
| MMS MAXIMUS, Inc | 0.66% |
2025-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| ALG Alamo Group Inc | 1.13% |
| CRI Carters Inc | 0.97% |
| AZO AutoZone Inc | 0.8% |
| VSH Vishay Intertechnolo | 0.72% |
| CAG ConAgra Brands Inc | 0.71% |
2025-09-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| LFUS Littelfuse Inc | 2.85% |
| AEIS Advanced Energy Indu | 1.87% |
| ESE ESCO Technologies In | 1.79% |
| BELFB Bel Fuse, Inc. Class | 1.77% |
| VC Visteon Corp | 1.66% |
All or part of DEAN CAPITAL MANAGEMENT 13F disclosures were filed
under a combined 13F through
DEAN INVESTMENT ASSOCIATES, LLC
for 2025-09-30
for 2025-09-30
2025-09-30
13F Activity
| Market Value | $256m, Prior: $243m |
| Inflows (Outflows) as % of Total MV | (-0.5994)% |
| New Purchases | 9 stocks |
| Added To | 38 stocks |
| Sold out of | 12 stocks |
| Reduced holdings in | 37 stocks |
| Top 10 Holdings % | 17.64% |
| Turnover %[1] | 15.79% |
| Turnover Alt %[2] | 16.44% |
| Time Held Top 20 | 1.1 quarters |
| Time Held Top 10 | 0.9 quarters |
| Time Held All | 7.23 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30