Titelia

Holdings of MFS New Discovery Value Portfolio

MFS VARIABLE INSURANCE TRUST III ·137 declared positions · as of Mar 31, 2026

Original filing · Net assets 43M $ · Ten largest lines: 12.6 % of the equity sleeve

Sector breakdown

  • Energy 1.9 %
  • Financials 1.8 %
  • Technology 0.8 %
  • Industrials 0.6 %
  • Materials 0.3 %
  • Unattributed 94.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.6 %
  • CAD 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.9 %
  • CA 1.7 %
  • GB 1.4 %
  • IE 1.0 %
  • VG 0.6 %
  • KY 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US12840.8M $94.93 %
2CA3740.4K $1.72 %
3GB2593.1K $1.38 %
4IE2444.7K $1.04 %
5VG1241K $0.56 %
6KY1159.1K $0.37 %

Positions

RankCompanySharesValueWeight
1MFS Institutional Money Market Portfolio 652,922652.9K $1.52 %
2Plains GP Holdings LP 24,043583.8K $1.36 %
3Element Solutions Inc 16,661568.8K $1.32 %
4Prosperity Bancshares Inc 8,396564K $1.31 %
5Portland General Electric Co 10,084532.1K $1.24 %
6Columbia Banking System Inc 18,849517K $1.20 %
7First Interstate BancSystem Inc 15,299511K $1.19 %
8Cathay General Bancorp 9,892493.2K $1.15 %
9Hancock Whitney Corp 7,724491.2K $1.14 %
10First Hawaiian Inc 19,916490.7K $1.14 %
11Spire Inc 5,226473.2K $1.10 %
12Matador Resources Co 7,351464.4K $1.08 %
13Popular Inc 3,458464K $1.08 %
14Antero Resources Corp 10,888462.1K $1.07 %
15EXPRO GROUP HOLDINGS NV 26,203456.2K $1.06 %
16United Community Banks Inc/GA 14,374452.6K $1.05 %
17Eastern Bankshares Inc 23,029450.4K $1.05 %
18Ashland Inc 8,079449.3K $1.04 %
19New Jersey Resources Corp 8,010439.9K $1.02 %
20Esab Corp 4,493434.3K $1.01 %
21Atmus Filtration Technologies Inc 7,628433K $1.01 %
22Northwestern Energy Group Inc 6,548431.8K $1.00 %
23EchoStar Corp 3,652427.5K $0.99 %
24Permian Resources Corp 19,742420.9K $0.98 %
25Texas Capital Bancshares Inc 4,431420.4K $0.98 %
26Essential Properties Realty Trust Inc 13,787418.6K $0.97 %
27CVB Financial Corp 21,575418.3K $0.97 %
28Ligand Pharmaceuticals Inc 2,072413.7K $0.96 %
29Timken Co/The 4,094411.7K $0.96 %
30Avient Corp 11,263408.8K $0.95 %
31Vontier Corp 11,447406K $0.94 %
32ONE Gas Inc 4,704405.2K $0.94 %
33Prestige Consumer Healthcare Inc 6,803403.2K $0.94 %
34Riot Platforms Inc 32,600402.9K $0.94 %
35Legence Corp 7,117401.8K $0.93 %
36Independence Realty Trust Inc 26,883400.3K $0.93 %
37TechnipFMC PLC 5,586386.2K $0.90 %
38UMB Financial Corp 3,411384.7K $0.89 %
39Albany International Corp 7,204376.1K $0.87 %
40Integer Holdings Corp 4,264375.2K $0.87 %
41Janus Living Inc 15,778371.9K $0.86 %
42Acadia Realty Trust 19,159366.3K $0.85 %
43Advanced Energy Industries Inc 1,122362.1K $0.84 %
44Plexus Corp 1,781360.7K $0.84 %
45M/I Homes Inc 2,944360.5K $0.84 %
46Beacon Financial Corp 11,980359.4K $0.84 %
47Flowserve Corp 4,880358.7K $0.83 %
48Central BanCo Inc 14,913357.2K $0.83 %
49Concentra Group Holdings Parent Inc 16,412352K $0.82 %
50Silgan Holdings Inc 8,921346.1K $0.80 %
51Axis Capital Holdings Ltd 3,400344.8K $0.80 %
52SSR Mining Inc 11,656342.7K $0.80 %
53Hillman Solutions Corp 41,110342K $0.80 %
54Hanover Insurance Group Inc/The 1,958339.4K $0.79 %
55FormFactor Inc 3,483337.8K $0.79 %
56East West Bancorp Inc 3,138335K $0.78 %
57ACI Worldwide Inc 8,040329.7K $0.77 %
58Hayward Holdings Inc 24,629329.5K $0.77 %
59Lincoln National Corp 9,239328K $0.76 %
60Quaker Chemical Corp 2,634327.2K $0.76 %
61Nexstar Media Group Inc 1,786323K $0.75 %
62Terex Corp 5,383318.1K $0.74 %
63Digi International Inc 6,590317.6K $0.74 %
64Selective Insurance Group Inc 4,187315.7K $0.73 %
65Urban Edge Properties 15,622312.1K $0.73 %
66Taylor Morrison Home Corp 5,332310.5K $0.72 %
67Core Natural Resources Inc 2,962310.2K $0.72 %
68OR Royalties Inc 8,157310.1K $0.72 %
69Envista Holdings Corp 11,896301.8K $0.70 %
70TTM Technologies Inc 3,090301K $0.70 %
71Cousins Properties Inc 13,277299.7K $0.70 %
72Mirum Pharmaceuticals Inc 3,231298.5K $0.69 %
73Visteon Corp 3,266297.6K $0.69 %
74Chefs' Warehouse Inc/The 4,990296.7K $0.69 %
75Bel Fuse Inc 1,495296K $0.69 %
76Option Care Health Inc 10,623286K $0.67 %
77Rexford Industrial Realty Inc 8,717285.3K $0.66 %
78Kirby Corp 2,132283.3K $0.66 %
79MYR Group Inc 1,002282.9K $0.66 %
80UGI Corp 7,755282.4K $0.66 %
81Four Corners Property Trust Inc 11,862280.5K $0.65 %
82Chemours Co/The 12,699279.8K $0.65 %
83Peabody Energy Corp 8,475279.3K $0.65 %
84Patrick Industries Inc 2,505278.2K $0.65 %
85Brunswick Corp/DE 3,814277.5K $0.65 %
86Smartstop Self Storage REIT Inc 9,132276.5K $0.64 %
87SLM Corp 12,860275.3K $0.64 %
88Covista Inc 2,386275K $0.64 %
89Brookfield Infrastructure Corp 6,888272.2K $0.63 %
90TriMas Corp 7,529270.6K $0.63 %
91BancFirst Corp 2,477268.8K $0.62 %
92ACADIA Pharmaceuticals Inc 11,599258.2K $0.60 %
93Ionis Pharmaceuticals Inc 3,425257.2K $0.60 %
94Itron Inc 2,803251.2K $0.58 %
95UFP Technologies Inc 1,293250.3K $0.58 %
96Stewart Information Services Corp 4,064250.3K $0.58 %
97Hexcel Corp 3,058247.5K $0.58 %
98Cushman & Wakefield Ltd 20,100246.4K $0.57 %
99Nomad Foods Ltd 25,074241K $0.56 %
100StandardAero Inc 9,186237.3K $0.55 %