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MFS New Discovery Value Fund

Filed by MFS Series Trust Xiii. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
83
matched to a ticker
Fund size
$2.3B
the filing's own figure
Matched value
$1.4B
of the positions below
As of
2026-08-31
S000032712

What it holds

Largest share of the fund first.

Company% of fundValue
PAGPPlains GP Holdings LP1.40%$32.1M
CATYCathay General Bancorp1.26%$28.8M
UCBUnited Community Banks Inc1.24%$28.3M
PBProsperity Bancshares, Inc1.23%$28.2M
FIBKFirst Interstate Bancsystem Inc1.18%$27M
COLBColumbia Banking System Inc1.16%$26.5M
FHBFirst Hawaiian Inc1.07%$24.5M
GFLGFL Environmental Inc1.07%$24.5M
PORPortland General Electric Co1.02%$23.4M
LGNDLigand Pharmaceuticals Inc1.01%$23.2M
UMBFUMB Financial Corp1.00%$22.8M
AVNTAvient Corp1.00%$22.8M
SIGISelective Insurance Group Inc0.99%$22.6M
ESIElement Solutions Inc0.98%$22.4M
VSATViasat Inc0.96%$22M
PRPermian Resources Corp0.95%$21.8M
NWENorthWestern Energy Group Inc0.94%$21.5M
SWXSouthwest Gas Holdings Inc0.92%$21M
CONConcentra Group Holdings Parent Inc0.91%$20.9M
IRTIndependence Realty Trust, Inc0.90%$20.6M
MTDRMatador Resources Co0.89%$20.4M
TCBITexas Capital Bancshares Inc0.89%$20.3M
SRSpire Inc0.89%$20.3M
EPRTEssential Properties Realty Trust Inc0.86%$19.7M
ARAntero Resources Corp0.86%$19.6M
LTHLife Time Group Holdings, Inc0.85%$19.4M
TEXTerex Corp0.83%$19.1M
LNCLincoln National Corp0.82%$18.8M
NXSTNexstar Media Group Inc0.82%$18.7M
AKRAcadia Realty Trust0.81%$18.6M
SITESiteOne Landscape Supply Inc0.80%$18.4M
CUZCousins Properties Inc0.80%$18.3M
TKRTimken Co0.79%$18M
OGSONE Gas Inc0.77%$17.7M
BBTBeacon Financial Corp0.77%$17.7M
MMSIMerit Medical Systems Inc0.76%$17.5M
VNTVontier Corp0.76%$17.4M
CBUCommunity Financial System Inc0.74%$17M
SFNCSimmons First National Corp0.74%$16.8M
KAIKadant Inc0.73%$16.6M
EWBCEast West Bancorp Inc0.73%$16.6M
THGHanover Insurance Group Inc0.71%$16.3M
ESABESAB Corp0.70%$16M
ACIWACI Worldwide Inc0.69%$15.9M
VCVisteon Corp0.69%$15.7M
UEUrban Edge Properties0.69%$15.7M
NVSTEnvista Holdings Corp0.67%$15.3M
REXRRexford Industrial Realty Inc0.67%$15.3M
GPIGroup 1 Automotive Inc0.66%$15.1M
HLMNHillman Solutions Corp0.66%$15.1M
PATKPatrick Industries Inc0.66%$15M
RUSHARush Enterprises Inc0.63%$14.5M
AZTAAzenta Inc0.63%$14.4M
CNRCore Natural Resources Inc0.63%$14.3M
KEXKirby Corp0.62%$14.2M
LOPEGrand Canyon Education Inc0.62%$14.1M
FCPTFour Corners Property Trust Inc0.62%$14.1M
SMASmartStop Self Storage REIT Inc0.62%$14.1M
UGIUGI Corp0.61%$14M
WHWyndham Hotels & Resorts Inc0.61%$13.9M
ACADACADIA Pharmaceuticals Inc0.61%$13.9M
BCBrunswick Corp0.60%$13.7M
SLGNSilgan Holdings Inc0.58%$13.3M
AEISAdvanced Energy Industries Inc0.56%$12.9M
MTHMeritage Homes Corp0.56%$12.8M
BIPCBrookfield Infrastructure Corp0.55%$12.6M
OPCHOption Care Health Inc0.51%$11.7M
PRAXPraxis Precision Medicines Inc0.46%$10.5M
MORNMorningstar Inc0.46%$10.4M
DCODucommun Inc0.45%$10.2M
CYTKCytokinetics Inc0.45%$10.2M
SYNASynaptics Inc0.45%$10.2M
ARCBArcBest Corp0.44%$10.1M
VNOMViper Energy Inc0.44%$10M
IONSIonis Pharmaceuticals Inc0.43%$9.8M
MDUMDU Resources Group, Inc. Common Stock0.43%$9.8M
ALKAlaska Air Group Inc0.43%$9.8M
COGTCogent Biosciences Inc0.37%$8.6M
OLLIOllie's Bargain Outlet Holdings Inc0.37%$8.6M
IPInternational Paper Co0.32%$7.4M
GTGoodyear Tire & Rubber Co0.30%$6.9M
CSWCSW Industrials Inc0.20%$4.5M
FCELFuelcell Energy Inc0.19%$4.3M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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