Holdings

Columbia Small Cap Value and Inflection Fund

As of May 31, 2026, Columbia Small Cap Value and Inflection Fund reported 100 positions worth US$854M. Largest: Phillips Edison & Company, Inc., Stonex Group Inc. and Polaris Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Phillips Edison & Company, Inc.442KUS$17.8Mno changeMay 31, 2026
Stonex Group Inc.137KUS$15.6M+25,032May 31, 2026
Polaris Inc.218KUS$15.4Mno changeMay 31, 2026
Commercial Metals Company200KUS$15.2M+59,830May 31, 2026
Bankunited, Inc.319KUS$14.8Mno changeMay 31, 2026
Texas Capital Bancshares, Inc.145KUS$14.4Mno changeMay 31, 2026
Fulton Financial Corporation648KUS$14.1Mno changeMay 31, 2026
Synaptics Incorporated101KUS$13.9Mno changeMay 31, 2026
Cabot Corporation158KUS$13.8M+32,840May 31, 2026
Essent Group Ltd.230KUS$13.3Mno changeMay 31, 2026