Titelia

Holdings of Transamerica Small Cap Value

TRANSAMERICA FUNDS ·162 declared positions · as of Apr 30, 2026

Original filing · Net assets 103.7M $ · Ten largest lines: 19 % of the equity sleeve

Sector breakdown

  • Industrials 3.0 %
  • Consumer discretionary 2.5 %
  • Technology 2.3 %
  • Energy 1.1 %
  • Unattributed 91.1 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.5 %
  • IL 2.4 %
  • KY 2.4 %
  • IE 2.1 %
  • GB 0.6 %
  • VG 0.3 %
  • BM 0.3 %
  • CA 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US15293M $91.55 %
2IL32.4M $2.39 %
3KY12.4M $2.38 %
4IE22.1M $2.11 %
5GB1627.7K $0.62 %
6VG1353.3K $0.35 %
7BM1327.9K $0.32 %
8CA1288.1K $0.28 %

Positions

RankCompanySharesValueWeight
1Silicon Motion Technology Corp 11,0502.4M $2.33 %
2Mueller Industries Inc 17,5752.4M $2.30 %
3Tower Semiconductor Ltd 9,9002.2M $2.11 %
4EMCOR Group Inc 2,2392M $1.93 %
5Magnolia Oil & Gas Corp 64,4501.9M $1.88 %
6Jazz Pharmaceuticals PLC 8,8501.8M $1.73 %
7Northwestern Energy Group Inc 24,8001.8M $1.73 %
8Adeia Inc 54,7501.7M $1.68 %
9Granite Construction Inc 11,1001.5M $1.47 %
10MKS Inc 5,3501.5M $1.46 %
11OSI Systems Inc 5,1751.5M $1.43 %
12Piper Sandler Cos 16,8001.5M $1.41 %
13LSI Industries Inc 60,0001.5M $1.41 %
14Atlantic Union Bankshares Corp 37,1001.4M $1.35 %
15TrustCo Bank Corp NY 29,2001.4M $1.34 %
16Cohu Inc 28,0001.3M $1.28 %
17Webster Financial Corp 18,1501.3M $1.27 %
18UMB Financial Corp 10,1001.3M $1.23 %
19WaFd Inc 35,8501.3M $1.22 %
20REX American Resources Corp 26,0001.3M $1.22 %
21Columbia Banking System Inc 41,7001.2M $1.19 %
22Madison Square Garden Sports Corp 3,4751.2M $1.15 %
23Stifel Financial Corp 14,4751.1M $1.10 %
24Madison Square Garden Entertainment Corp 16,6001.1M $1.07 %
25Ovintiv Inc 17,6001.1M $1.04 %
26Provident Financial Services Inc 47,5001.1M $1.04 %
27Urban Outfitters Inc 15,1501.1M $1.03 %
28Onto Innovation Inc 3,6001.1M $1.02 %
29Sabra Health Care REIT Inc 48,6501M $0.97 %
30Dime Community Bancshares Inc 27,450985.2K $0.95 %
31Innoviva Inc 42,100967.9K $0.93 %
32Encompass Health Corp 9,600960K $0.93 %
33Everest Group Ltd 2,615932.9K $0.90 %
34Vishay Intertechnology Inc 31,850922.7K $0.89 %
35Regal Rexnord Corp 4,200903.1K $0.87 %
36Eastern Bankshares Inc 44,450899.2K $0.87 %
37Kaiser Aluminum Corp 5,250894.8K $0.86 %
38Sphere Entertainment Co 6,200883.2K $0.85 %
39Coherent Corp 2,712867.1K $0.84 %
40First Merchants Corp 20,850843.2K $0.81 %
41Visteon Corp 7,225807.1K $0.78 %
42Beacon Financial Corp 27,150774.6K $0.75 %
43Tapestry Inc 5,250761.5K $0.73 %
44Commercial Metals Co 11,000758.6K $0.73 %
45Exelixis Inc 17,000755.8K $0.73 %
46United Community Banks Inc/GA 22,600753.3K $0.73 %
47Old Republic International Corp 18,850753.1K $0.73 %
48Quanex Building Products Corp 37,700751.7K $0.72 %
49Portland General Electric Co 14,000727K $0.70 %
50Owens Corning 5,700703K $0.68 %
51Comfort Systems USA Inc 380699.3K $0.67 %
52LXP Industrial Trust 13,650695.1K $0.67 %
53Delek US Holdings Inc 14,650682.5K $0.66 %
54KBR Inc 18,100678.6K $0.65 %
55Helix Energy Solutions Group Inc 64,350666K $0.64 %
56Broadstone Net Lease Inc 33,450662.3K $0.64 %
57Williams-Sonoma Inc 3,650661.4K $0.64 %
58Apple Hospitality REIT Inc 48,350651.3K $0.63 %
59Stride Inc 6,700651K $0.63 %
60OceanFirst Financial Corp 33,700642.7K $0.62 %
61Abercrombie & Fitch Co 7,475638K $0.62 %
62Noble Corp PLC 12,300627.7K $0.61 %
63Spectrum Brands Holdings Inc 7,500619.5K $0.60 %
64Selective Insurance Group Inc 7,300612.8K $0.59 %
65Healthpeak Properties Inc 37,100599.9K $0.58 %
66LSB Industries Inc 40,200599K $0.58 %
67United Fire Group Inc 14,700592.7K $0.57 %
68KB Home 11,150590.8K $0.57 %
69Agree Realty Corp 7,400570.6K $0.55 %
70Metallus Inc 29,600569.5K $0.55 %
71First Citizens BancShares Inc/NC 287569.4K $0.55 %
72V2X Inc 8,350566.2K $0.55 %
73Newmark Group Inc 34,100549.7K $0.53 %
74Progress Software Corp 19,250536.1K $0.52 %
75Kite Realty Group Trust 20,350532.4K $0.51 %
76Helmerich & Payne Inc 13,000524.9K $0.51 %
77MasterCraft Boat Holdings Inc 22,000513.7K $0.50 %
78Community Healthcare Trust Inc 29,650510.6K $0.49 %
79Centerspace 7,450508.6K $0.49 %
80Leidos Holdings Inc 3,400507.3K $0.49 %
81Seadrill Ltd 10,000496.9K $0.48 %
82Hayward Holdings Inc 32,900493.8K $0.48 %
83Catalyst Pharmaceuticals Inc 16,750471.2K $0.45 %
84Sonos Inc 31,750470.9K $0.45 %
85AngioDynamics Inc 43,000470.4K $0.45 %
86HNI Corp 12,850469.5K $0.45 %
87Churchill Downs Inc 4,625467.1K $0.45 %
88Gulfport Energy Corp 2,425466.9K $0.45 %
89United Bankshares Inc/WV 10,650466.6K $0.45 %
90First Community Bankshares Inc 10,750458.2K $0.44 %
91La-Z-Boy Inc 12,650439.5K $0.42 %
92Ingles Markets Inc 4,800439.1K $0.42 %
93Greif Inc 6,600430.6K $0.42 %
94Select Water Solutions Inc 25,000418.3K $0.40 %
95National HealthCare Corp 2,400415.9K $0.40 %
96Universal Display Corp 4,700409.3K $0.39 %
97Miller Industries Inc/TN 8,500407.9K $0.39 %
98DENTSPLY SIRONA Inc 34,600406.6K $0.39 %
99American Eagle Outfitters Inc 23,150403.3K $0.39 %
100Supernus Pharmaceuticals Inc 8,400403.2K $0.39 %