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FULLER & THALER ASSET MANAGEMENT, INC.

Q3 2023 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2023-11-13 · accession 0001082327-23-000048

$17.39B
Reported value
518
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 518

CUSIPTickerIssuerValue% port.SharesClassVoting
493267108KEYKeycorp$348.0M2.00%32,342,547CommonSOLE
302520101FNBFnb Corp$313.6M1.80%29,068,178CommonSOLE
174610105CFGCitizens Financial Group Inc$310.7M1.79%11,594,481CommonSOLE
680033107ONBOld Natl Bancorp Ind$308.2M1.77%21,198,566CommonSOLE
08579W103BERYEURBerry Global Group Inc$275.8M1.59%4,454,954CommonSOLE
466313103JBLJabil Inc$272.7M1.57%2,149,499CommonSOLE
388689101GPKGraphic Packaging Holding Co$272.0M1.56%12,207,562CommonSOLE
25179M103DVNDevon Energy Corp$255.5M1.47%5,355,552CommonSOLE
29358P101ENSGEnsign Group Inc$239.4M1.38%2,576,609CommonSOLE
109696104BCOBrinks Co$237.4M1.37%3,268,695CommonSOLE
29084Q100EMEEmcor Group Inc$224.8M1.29%1,068,555CommonSOLE
06417N103OZKBank Ozk$211.6M1.22%5,708,330CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$210.7M1.21%152,705CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$200.1M1.15%133,809CommonSOLE
84857L101SRSpire Inc$198.1M1.14%3,501,638CommonSOLE
488401100KMPRKemper Corp$180.1M1.04%4,285,989CommonSOLE
674215207CHRDChord Energy Corp Com New$168.9M0.97%1,042,026CommonSOLE
047649108ATKRAtkore Inc$168.1M0.97%1,126,630CommonSOLE
808625107SAICScience Applications Intl Corp$166.6M0.96%1,578,776CommonSOLE
680665205OLNOlin Corp Par $1$161.2M0.93%3,224,436CommonSOLE
58506Q109MEDPMedpace Holdings Inc$154.6M0.89%638,454CommonSOLE
00508Y102AYIAcuity Brands Inc$143.9M0.83%844,969CommonSOLE
127055101CBTCabot Corp$143.5M0.83%2,071,675CommonSOLE
626755102MUSAMurphy Usa Inc$140.3M0.81%410,428CommonSOLE
116794108BRKRBruker Corp$139.2M0.80%2,233,603CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$135.5M0.78%3,180,341CommonSOLE
62886E108VYXNcr Voyix Corporation Com$134.6M0.77%4,991,037CommonSOLE
919794107VLYValley National Bancorp$131.5M0.76%15,365,682CommonSOLE
76118Y104REZIResideo Technologies Inc$130.4M0.75%8,253,726CommonSOLE
12621E103CNOCno Financial Group Inc$129.9M0.75%5,473,452CommonSOLE
020764106AMRAlpha Metallurgical Resource Inc$128.9M0.74%496,120CommonSOLE
G3075P101ESGRUSDEnstar Group Limited$123.9M0.71%512,184CommonSOLE
201723103CMCCommercial Metals Co$123.8M0.71%2,506,247CommonSOLE
70509V100PEBPebblebrook Hotel Tr$123.5M0.71%9,084,090CommonSOLE
47580P103JELDJeld-Wen Holding Inc$122.2M0.70%9,148,709CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$122.1M0.70%2,021,693CommonSOLE
410120109HWCHancock Whitney Corporation$122.0M0.70%3,298,200CommonSOLE
44930G107ICUIIcu Medical Inc$120.8M0.69%1,015,006CommonSOLE
32051X108FHBFirst Hawaiian Inc$120.6M0.69%6,680,985CommonSOLE
440327104HMNHorace Mann Educators Corp$120.0M0.69%4,083,838CommonSOLE
49803T300KRGKite Realty Group Tr$119.3M0.69%5,569,349CommonSOLE
093671105HRBH&R Block Inc$119.2M0.69%2,768,425CommonSOLE
243537107DECKDeckers Outdoor Corp$116.9M0.67%227,451CommonSOLE
57686G105MATXMatson Inc$115.0M0.66%1,296,404CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$113.4M0.65%2,026,668CommonSOLE
146229109CRICarters Inc$111.8M0.64%1,617,142CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$111.5M0.64%7,265,523CommonSOLE
199908104FIXComfort Systems Usa Inc$109.7M0.63%643,895CommonSOLE
71943U104DOCUSDPhysicians Realty Trust$109.4M0.63%8,975,204CommonSOLE
387328107GVAGranite Construction Inc$109.2M0.63%2,871,270CommonSOLE
198516106COLMColumbia Sportswear Co$108.9M0.63%1,469,768CommonSOLE
001744101AMNAmn Healthcare Services Inc$108.5M0.62%1,274,320CommonSOLE
515098101LSTRLandstar Systems Inc$108.0M0.62%610,215CommonSOLE
74167P108BCBUSDPrimo Water Corporation$107.8M0.62%7,811,069CommonSOLE
600544100MLKNMillerknoll Inc$104.6M0.60%4,278,877CommonSOLE
27579R104EWBCEast West Bancorp Inc$103.9M0.60%1,970,791CommonSOLE
860630102SFStifel Financial Corp$101.8M0.59%1,656,489CommonSOLE
896288107TNETTrinet Group Inc$101.5M0.58%871,125CommonSOLE
103304101BYDBoyd Gaming Corp$100.8M0.58%1,657,441CommonSOLE
801056102SANMSanmina Corporation$100.5M0.58%1,851,064CommonSOLE
29977A105EVREvercore Inc Class A$99.6M0.57%722,563CommonSOLE
75281A109RRCRange Resources Corp$98.5M0.57%3,040,668CommonSOLE
91307C102UTHRUnited Therapeutics Corp$97.3M0.56%430,900CommonSOLE
589889104MMSIMerit Med Systems Inc$95.9M0.55%1,388,905CommonSOLE
077454106BDCBelden Inc$94.5M0.54%978,317CommonSOLE
03820C105AITApplied Industrial Technologies Inc$92.3M0.53%596,967CommonSOLE
446150104HBANHuntington Bancshares Inc$91.4M0.53%8,790,426CommonSOLE
26484T106DNBDun & Bradstreet Corp New$91.0M0.52%9,110,077CommonSOLE
302081104EXLSExlservice Holdings Inc$90.5M0.52%3,228,902CommonSOLE
97650W108WTFCWintrust Financial Corp$88.5M0.51%1,172,242CommonSOLE
87265H109T86Tri Pointe Homes Inc$87.9M0.51%3,214,583CommonSOLE
624756102MLIMueller Industries Inc$87.3M0.50%1,161,534CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$86.7M0.50%1,123,914CommonSOLE
50060P106KOPKoppers Holdings Inc$86.1M0.49%2,175,769CommonSOLE
150870103CECelanese Corp$85.0M0.49%677,329CommonSOLE
59001A102MTHMeritage Homes Corp$84.4M0.49%689,600CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$84.2M0.48%587,285CommonSOLE
397624107GEFGreif Inc Cl A$82.4M0.47%1,233,118CommonSOLE
12740C103CADECadence Bank$81.9M0.47%3,860,416CommonSOLE
45780R101IBPInstalled Building Prods Inc$81.8M0.47%655,219CommonSOLE
880779103TEXTerex Corp$81.4M0.47%1,413,122CommonSOLE
989701107ZIONZions Bancorporation Na$81.2M0.47%2,326,970CommonSOLE
410867105THGHanover Insurance Group Inc$79.5M0.46%716,054CommonSOLE
G6564A105NOMDNomad Foods Ltd Usd Ord$79.2M0.46%5,203,371CommonSOLE
736508847PORPortland Gen Elec Co New$78.7M0.45%1,944,864CommonSOLE
20602D101CNXCConcentrix Corp$77.7M0.45%969,707CommonSOLE
43940T109HOPEHope Bancorp Inc$77.6M0.45%8,768,957CommonSOLE
577933104MMSMaximus Inc$77.5M0.45%1,037,540CommonSOLE
703481101PTENPatterson-Uti Energy Inc$76.7M0.44%5,541,260CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc Com$71.9M0.41%1,521,320CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$71.9M0.41%1,275,643CommonSOLE
04247X102AWIArmstrong World Industries Inc$71.4M0.41%992,159CommonSOLE
835495102SONSonoco Prods Co$69.5M0.40%1,279,667CommonSOLE
82900L102SMPLSimply Good Foods Co$69.3M0.40%2,007,295CommonSOLE
228368106CCKCrown Holdings Inc$69.2M0.40%781,969CommonSOLE
092113109BKHBlack Hills Corp$68.0M0.39%1,344,162CommonSOLE
750236101RDNRadian Group Inc$67.6M0.39%2,693,868CommonSOLE
G0585R106AGOAssured Guaranty Ltd$66.7M0.38%1,101,928CommonSOLE
29272W109ENREnergizer Holdings Inc$65.0M0.37%2,027,589CommonSOLE
743312100PRGSProgress Software Corp$62.3M0.36%1,185,481CommonSOLE
668074305NWENorthwestern Corp New$59.6M0.34%1,240,873CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$58.6M0.34%1,275,214CommonSOLE
257651109DCIDonaldson Inc$58.6M0.34%982,485CommonSOLE
938824109WAFDWafd Inc Com$56.4M0.32%2,201,972CommonSOLE
30161Q104EXELExelixis Inc$56.0M0.32%2,561,487CommonSOLE
05329W102ANAutonation Inc$55.6M0.32%367,416CommonSOLE
45765U103NSITInsight Enterprises Inc$55.0M0.32%377,713CommonSOLE
827048109SLGNSilgan Holdings Inc$54.7M0.31%1,269,176CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$53.7M0.31%1,946,979CommonSOLE
48123V102ZDZiff Davis Inc$53.2M0.31%835,644CommonSOLE
00737L103CVSAAdtalem Global Ed Inc$52.0M0.30%1,212,467CommonSOLE
410345102HN9Hanesbrands Inc$51.8M0.30%13,076,684CommonSOLE
37253A103THRMGentherm Inc$51.4M0.30%946,543CommonSOLE
320517105FHNFirst Horizon Corporation$50.9M0.29%4,623,008CommonSOLE
000957100ABMAbm Industries Inc$50.5M0.29%1,262,155CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$49.0M0.28%178,647CommonSOLE
12008R107BLDRBuilders Firstsource Inc$48.4M0.28%388,941CommonSOLE
88162F105TTITetra Technologies Inc$48.0M0.28%7,529,815CommonSOLE
126349109CSNCsg Systems Intl Inc$47.9M0.28%937,393CommonSOLE
11373M107BB3Brookline Bancorp Inc$47.3M0.27%5,196,934CommonSOLE
30040P103EVTCEvertec Inc$46.2M0.27%1,242,416CommonSOLE
G81276100SIGSignet Jewelers Limited$45.5M0.26%633,453CommonSOLE
447011107HUNHuntsman Corp$45.5M0.26%1,863,058CommonSOLE
172755100CRUSCirrus Logic Inc$44.3M0.25%598,710CommonSOLE
360271100FULTFulton Financial Corp Pa$43.3M0.25%3,576,001CommonSOLE
957638109WALWestern Alliance Bancorp$43.1M0.25%937,564CommonSOLE
55345K10337MMRC Global Inc$42.6M0.24%4,153,170CommonSOLE
45826H109ITGRInteger Holdings Corp$42.1M0.24%536,343CommonSOLE
26856L103ELFE L F Beauty Inc$42.0M0.24%382,710CommonSOLE
314211103FHIFederated Hermes Inc Cl B$41.6M0.24%1,229,018CommonSOLE
50050N103KTBKontoor Brands Inc$41.6M0.24%947,596CommonSOLE
689648103OTTROtter Tail Corp$41.4M0.24%545,488CommonSOLE
16359R103CHEChemed Corp$41.4M0.24%79,638CommonSOLE
443320106HUBGHub Group Inc Cl A$40.4M0.23%514,954CommonSOLE
302941109FCNFti Consulting Inc$40.4M0.23%226,418CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$39.5M0.23%2,327,078CommonSOLE
489170100KMTKennametal Inc$38.4M0.22%1,541,904CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$38.1M0.22%1,516,764CommonSOLE
87901J105TGNATegna Inc$37.3M0.21%2,557,606CommonSOLE
35905A109FTDRFrontdoor Inc$36.6M0.21%1,195,974CommonSOLE
054540208ACLSAxcelis Technologies Inc New$36.5M0.21%224,118CommonSOLE
224441105CXTCrane Nxt Co Com$36.3M0.21%653,697CommonSOLE
053807103AVTAvnet Inc$35.8M0.21%742,324CommonSOLE
G48833118WFRDWeatherford Intl Plc$35.0M0.20%387,050CommonSOLE
227046109CROXCrocs Inc$34.8M0.20%394,687CommonSOLE
86333M108LRNStride Inc$34.7M0.20%770,863CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$34.2M0.20%1,743,853CommonSOLE
184496107CLHClean Harbors Inc$34.0M0.20%203,218CommonSOLE
01988P108MDRXVeradigm Inc$33.4M0.19%2,543,242CommonSOLE
575385109DOORUSDMasonite Intl Corp$33.3M0.19%357,695CommonSOLE
224408104CRCrane Company Common Stock$32.0M0.18%360,384CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$31.9M0.18%857,371CommonSOLE
16208T102CLDTChatham Lodging Tr$31.4M0.18%3,285,603CommonSOLE
4315711089HIHillenbrand Inc$31.2M0.18%736,957CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$30.8M0.18%2,521,528CommonSOLE
G5005R107JRVRJames Riv Group Ltd$30.7M0.18%1,997,793CommonSOLE
754907103RYNRayonier Inc$30.0M0.17%1,053,160CommonSOLE
60783X104MODVQModivcare Inc$28.5M0.16%906,049CommonSOLE
403949100DINOHf Sinclair Corporation$28.4M0.16%498,844CommonSOLE
89055F103BLDTopbuild Corp$28.2M0.16%111,922CommonSOLE
254543101DIODDiodes Inc$28.0M0.16%354,645CommonSOLE
840441109SSBUSDSouth St Corp$27.4M0.16%407,230CommonSOLE
05969A105TBBKBancorp Inc$27.2M0.16%787,871CommonSOLE
88076W103TDCTeradata Corp$26.8M0.15%594,491CommonSOLE
76171L106REYNReynolds Consumer Prods Inc$26.5M0.15%1,035,721CommonSOLE
229899109CFRCullen Frost Bankers Inc$26.5M0.15%290,650CommonSOLE
783549108RRyder Systems Inc$25.2M0.15%235,929CommonSOLE
67059N108NTNXNutanix Inc Cl A$25.1M0.14%718,865CommonSOLE
G4474Y214JHGJanus Henderson Group Plc$25.0M0.14%969,034CommonSOLE
024061103DCHAmerican Axle & Manufacturing$24.4M0.14%3,354,168CommonSOLE
628778102NBTBNbt Bancorp Inc$23.9M0.14%752,841CommonSOLE
75960P104RELYRemitly Global Inc$23.4M0.13%927,558CommonSOLE
87165B103SYFSynchrony Financial$23.2M0.13%760,445CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$23.1M0.13%605,494CommonSOLE
G4388N106HELEHelen Of Troy Ltd$23.1M0.13%198,124CommonSOLE
74164M108PRIPrimerica Inc$23.0M0.13%118,603CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$22.1M0.13%393,244CommonSOLE
05945F103BANFBancfirst Corp$21.4M0.12%246,742CommonSOLE
014491104ALEXAlexander & Baldwin Inc$21.3M0.12%1,270,905CommonSOLE
31620M106FISFidelity Natl Information Services$20.9M0.12%378,736CommonSOLE
31188V100FSLYFastly Inc Cl A$20.9M0.12%1,087,695CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$20.8M0.12%1,038,046CommonSOLE
92343X100VTYVerint Systems Inc$20.4M0.12%886,609CommonSOLE
751212101RLRalph Lauren Corp Cl A$19.9M0.11%171,612CommonSOLE
358039105FRPTFreshpet Inc$19.7M0.11%299,435CommonSOLE
30226D106EXTRExtreme Networks Inc$19.6M0.11%809,868CommonSOLE
640491106NEOGNeogen Corp$19.4M0.11%1,048,628CommonSOLE
974155103WINGWingstop Inc$19.2M0.11%106,707CommonSOLE
256677105DGDollar General Corp$18.9M0.11%179,109CommonSOLE
30050B101EVHEvolent Health Inc Cl A$18.4M0.11%677,360CommonSOLE
398433102GFFGriffon Corp$18.2M0.10%459,722CommonSOLE
05464C101AXONAxon Enterprise Inc$18.1M0.10%90,771CommonSOLE
860372101STCStewart Information Services Corp$17.7M0.10%404,924CommonSOLE
00486H105ADTNAdtran Holdings Inc$17.4M0.10%2,114,716CommonSOLE
928881101VNTVontier Corp$17.1M0.10%551,716CommonSOLE
69888T207PARRPar Pac Holdings Inc New$17.0M0.10%472,999CommonSOLE
37940X102GPNGlobal Payments Inc$16.7M0.10%144,325CommonSOLE
511656100LKFNLakeland Financial Corp$16.6M0.10%349,004CommonSOLE
720190206PDMPiedmont Office Realty Trust Inc Cl$15.9M0.09%2,824,457CommonSOLE
002896207ANFAbercrombie & Fitch Co Cl A$15.3M0.09%271,981CommonSOLE
100557107SAMBoston Beer Inc Cl A$15.3M0.09%39,167CommonSOLE
04911A107AUBAtlantic Un Bankshares Corp$15.2M0.09%528,179CommonSOLE
65158N102NMRKNewmark Group Inc Cl A$15.2M0.09%2,361,087CommonSOLE
76009N100UPBDUpbound Group Inc$15.1M0.09%514,017CommonSOLE
07831C103BRBRBellring Brands Inc Common Stock$15.1M0.09%365,461CommonSOLE
42226A107HQYHealthequity Inc$15.0M0.09%204,710CommonSOLE
949746101WMT2Wells Fargo Co$14.8M0.09%362,984CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$14.8M0.08%281,550CommonSOLE
493732101KFRCKforce Inc$14.7M0.08%246,131CommonSOLE
71363P106PRDOPerdoceo Ed Corp$14.5M0.08%846,629CommonSOLE
45674M101INFA1EURInformatica Inc Cl A$14.4M0.08%682,254CommonSOLE
98585X104YETIYeti Holdings Inc$14.3M0.08%297,540CommonSOLE
011642105ALRMAlarm Holdings Inc$14.3M0.08%233,648CommonSOLE
45332Y109NARIUSDInari Med Inc$14.3M0.08%218,155CommonSOLE
816850101SMTCSemtech Corp$14.2M0.08%552,115CommonSOLE
74275K108PCORProcore Technologies Inc$14.2M0.08%217,078CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$14.1M0.08%368,394CommonSOLE
78473E103SPXCSPXTechnologies Inc$14.0M0.08%171,933CommonSOLE
753422104RPDRapid7 Inc$14.0M0.08%305,201CommonSOLE
77936F103Rover Group Inc Cl A$13.9M0.08%2,223,649CommonSOLE
05368V106AVNTAvient Corporation$13.9M0.08%393,779CommonSOLE
985817105YELPYelp Inc Cl A$13.9M0.08%333,556CommonSOLE
980745103WWDWoodward Inc$13.7M0.08%110,479CommonSOLE
03783C100APPFAppfolio Inc Cl A$13.7M0.08%75,002CommonSOLE
278642103EBAYEbay Inc$13.5M0.08%306,704CommonSOLE
20337X109VISNCommscope Holding Co Inc$13.4M0.08%4,001,763CommonSOLE
358054104FRSHFreshworks Inc Class A$13.4M0.08%670,617CommonSOLE
401617105GU9Guess Inc$13.3M0.08%616,206CommonSOLE
35471R106FSPFranklin Str Properties Corp$13.2M0.08%7,152,149CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$13.1M0.08%167,539CommonSOLE
917047102URBNUrban Outfitters Inc$13.1M0.08%400,329CommonSOLE
65290E101NXTNextracker Inc Class A$13.0M0.07%324,284CommonSOLE
74340E103PGNYProgyny Inc$12.8M0.07%377,699CommonSOLE
G9059U107TSEOFTrinseo Sa$12.8M0.07%1,568,258CommonSOLE
53815P108RAMPLiveramp Holdings Inc$12.7M0.07%441,813CommonSOLE
338307101FIVNFive9 Inc$12.5M0.07%193,768CommonSOLE
114340102AZTAAzenta Inc$12.3M0.07%244,079CommonSOLE
G2717B108Cushman Wakefield Plc$12.2M0.07%1,595,437CommonSOLE
000360206AAONAaon Inc$12.1M0.07%212,469CommonSOLE
89400J107TRUTransunion$11.9M0.07%165,618CommonSOLE
91688F104UPWKUpwork Inc$11.6M0.07%1,018,983CommonSOLE
G01767105ALKSAlkermes Plc$11.6M0.07%412,822CommonSOLE
267475101DYDycom Industries Inc$11.4M0.07%127,984CommonSOLE
701094104PHParker-Hannifin Corp$11.2M0.06%28,787CommonSOLE
570535104MKLMarkel Corp$11.2M0.06%7,605CommonSOLE
172908105CTASCintas Corp$11.1M0.06%23,178CommonSOLE
03852U106ARMKAramark$10.8M0.06%311,580CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$10.8M0.06%45,617CommonSOLE
74164F103PRIMPrimoris Services Corp$10.7M0.06%328,300CommonSOLE
778296103ROSTRoss Stores Inc$10.6M0.06%94,262CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$10.5M0.06%189,867CommonSOLE
449172105HYHyster Yale Materials Handling Inc$10.2M0.06%227,856CommonSOLE
24906P109XRAYDentsply Sirona Inc$10.0M0.06%292,795CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$9.9M0.06%424,121CommonSOLE
98956A105ZETAZeta Global Holdings Corp Cl A$9.8M0.06%1,179,421CommonSOLE
143130102KMXCarmax Inc$9.8M0.06%138,579CommonSOLE
16411R208LNGCheniere Energy Inc New$9.8M0.06%58,799CommonSOLE
371901109GNTXGentex Corp$9.2M0.05%283,089CommonSOLE
67066G104NVDANvidia Corporation$9.2M0.05%21,127CommonSOLE
55261F104MTBM & T Bank Corp$9.1M0.05%71,583CommonSOLE
67103H107ORLYOreilly Automotive Inc$9.0M0.05%9,875CommonSOLE
880770102TERTeradyne Inc$8.9M0.05%88,390CommonSOLE
38246G108GDRXGoodrx Holdings Inc Cl A$8.9M0.05%1,574,860CommonSOLE
14040H105COFCapital One Financial Corp$8.8M0.05%90,698CommonSOLE
512807108LRCXEURLam Research Corp$8.7M0.05%13,907CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$8.4M0.05%143,056CommonSOLE
50540R409LSILaboratory Corp America Holdings$8.2M0.05%40,984CommonSOLE
96145D105WRKUSDWestrock Co$8.2M0.05%230,156CommonSOLE
278865100ECLEcolab Inc$8.1M0.05%47,592CommonSOLE
03027X100AMTAmerican Tower Corp$7.7M0.04%47,023CommonSOLE
941848103WATWaters Corp$7.6M0.04%27,866CommonSOLE
11120U105BRXBrixmor Property Group Inc$7.6M0.04%364,931CommonSOLE
12618T105CRAICra Intl Inc$7.5M0.04%74,666CommonSOLE
89854H102TTECTtec Holdings Inc$7.0M0.04%266,749CommonSOLE
457187102INGRIngredion Inc$7.0M0.04%70,947CommonSOLE
34959E109FTNTFortinet Inc$6.9M0.04%117,797CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$6.8M0.04%18,372CommonSOLE
049560105ATOAtmos Energy Corp$6.7M0.04%63,292CommonSOLE
15189T107CNPCenterpoint Energy Inc$6.7M0.04%248,939CommonSOLE
74386T105PFSProvident Financial Services Inc$6.5M0.04%423,518CommonSOLE
855244109SBUXStarbucks Corp$6.5M0.04%70,776CommonSOLE
691497309OXMOxford Industries Inc$6.4M0.04%66,800CommonSOLE
576485205MTDRMatador Resources Co$6.0M0.03%100,315CommonNONE
031652100AMKRAmkor Technology Inc$5.3M0.03%234,693CommonSOLE
531229789LM0CLiberty Media Corp Lbty Srm Sc$5.2M0.03%206,002CommonSOLE
69036R863OSG1EUROverseas Shipholding Group Inc Cl A$5.2M0.03%1,180,275CommonNONE
723787107PXDEURPioneer Natural Resources Co$5.1M0.03%22,342CommonSOLE
92345Y106VRSKVerisk Analytics Inc$5.1M0.03%21,629CommonSOLE
379577208GMEDGlobus Med Inc Cl A$5.0M0.03%100,153CommonSOLE
760759100RSGRepublic Services Inc$4.5M0.03%31,797CommonSOLE
824348106SHWSherwin Williams Co$4.5M0.03%17,673CommonSOLE
74766Q101QTRXQuanterix Corp$4.4M0.03%163,355CommonNONE
651718504NPKINewpark Resources Inc Par $.01New$4.4M0.03%637,650CommonNONE
256746108DLTRDollar Tree Inc$4.3M0.02%40,391CommonSOLE
320218100THFFFirst Financial Corp Ind$4.1M0.02%122,604CommonSOLE
031100100AMEAmetek Inc$4.1M0.02%27,412CommonSOLE
G02602103DOXAmdocs Ltd$4.0M0.02%47,172CommonSOLE
00108J109ACMRACM Research Inc Cl A$3.9M0.02%218,200CommonNONE
36237H101GIIIG Iii Apparel Group Ltd$3.9M0.02%157,820CommonNONE
74460D109PSAPublic Storage$3.9M0.02%14,877CommonSOLE
608190104MHKMohawk Industries Inc$3.9M0.02%45,496CommonSOLE
05580M108RILYB. Riley Financial Inc$3.9M0.02%94,431CommonNONE
907818108UNPUnion Pacific Corp$3.7M0.02%18,337CommonSOLE
42330P107HLXHelix Energy Solutions Group Inc$3.6M0.02%325,576CommonNONE
37959E102GLGlobe Life Inc$3.6M0.02%33,116CommonSOLE
45845P108Intercept Pharmaceuticals Inc$3.6M0.02%193,940CommonNONE
84863T106SPOKSpok Holdings Inc$3.6M0.02%251,323CommonNONE
806407102HSICHenry Schein Inc$3.5M0.02%46,714CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$3.4M0.02%25,423CommonSOLE
038169207APLDApplied Digital Corp Com New$3.4M0.02%541,170CommonNONE
92335C106VRAVera Bradley Inc$3.4M0.02%509,285CommonNONE
G51502105JCIJohnson Controls Intl Plc$3.3M0.02%62,656CommonSOLE
594918104MSFTMicrosoft Corp$3.2M0.02%10,190CommonSOLE
88556E102TDUPThredup Inc Cl A$3.2M0.02%796,810CommonNONE
776696106ROPRoper Technologies Inc$3.2M0.02%6,513CommonSOLE
031162100AMGNAmgen Inc$3.1M0.02%11,658CommonSOLE
037833100AAPLApple Inc$3.1M0.02%18,168CommonSOLE
92852X103VTSVitesse Energy Inc Common Stock$3.1M0.02%134,851CommonNONE
G65773106NATNordic American Tankers Ltd$3.0M0.02%724,985CommonNONE
138103106UTE0Cantaloupe Inc$3.0M0.02%473,212CommonNONE
723484101PNWPinnacle West Cap Corp$3.0M0.02%40,102CommonSOLE
88830M102TWITitan Intl Inc Il$2.9M0.02%218,243CommonNONE
371532102GCOGenesco Inc$2.9M0.02%95,030CommonNONE
92936U109WPCWp Carey Inc$2.8M0.02%52,408CommonSOLE
15135B101CNCCentene Corp$2.8M0.02%40,945CommonSOLE
71639T106PETQEURPetiq Inc Cl A$2.8M0.02%140,050CommonNONE
018802108LNTAlliant Energy Corp$2.7M0.02%56,360CommonSOLE
80007P869SDSandridge Energy Inc$2.7M0.02%171,280CommonNONE
281020107EIXEdison Intl$2.6M0.02%41,745CommonSOLE
532746104LMNRLimoneira Co$2.5M0.01%164,500CommonNONE
64081V109NRDYNerdy Inc Cl A$2.4M0.01%658,820CommonNONE
750102105RXTRackspace Technology Inc$2.4M0.01%1,028,105CommonNONE
68218J103OABIOmniab Inc$2.4M0.01%463,425CommonNONE
511637100LBAIUSDLakeland Bancorp Inc$2.4M0.01%189,843CommonSOLE
75321W103PACKRanpak Holdings Corp Cl A$2.4M0.01%433,372CommonNONE
02079K107GOOGAlphabet Inc Cap Stock Cl C$2.4M0.01%17,841CommonSOLE
72814N104AGSPlayags Inc$2.3M0.01%357,215CommonNONE
00810F106ASLEAersale Corporation$2.2M0.01%150,327CommonNONE
651229106NWLNewell Brands Inc$2.2M0.01%248,190CommonSOLE
14574X104TASTUSDCarrols Restaurant Group Inc$2.2M0.01%338,350CommonNONE
02875D109AOUTAmerican Outdoor Brands Inc$2.2M0.01%227,094CommonNONE
Y2187A150EGLEUSDEagle Bulk Shipping Inc$2.2M0.01%51,295CommonNONE
892231101TSQTownsquare Media Inc Cl A$2.1M0.01%242,860CommonNONE
00258W108The Aarons Company Inc$2.1M0.01%201,345CommonNONE
125896100CMSCms Energy Corp$2.1M0.01%39,184CommonSOLE
68622E104Bark Inc$2.1M0.01%1,716,410CommonNONE
G3R239101GAMBGambling Group Limited Ordinary$2.0M0.01%156,220CommonNONE
88331L108SKINThe Beauty Health Company Cl A$2.0M0.01%339,130CommonNONE
311642102FAROFaro Technologies Inc$2.0M0.01%133,135CommonNONE
75689M101RRGBRed Robin Gourmet Burgers Inc$2.0M0.01%250,855CommonNONE
68287N100OSPNOnespan Inc$2.0M0.01%183,088CommonNONE
003881307ACTGAcacia Research Corp$1.9M0.01%532,192CommonNONE
88339P101REALThe Realreal Inc$1.9M0.01%914,736CommonNONE
128246105CVGWCalavo Growers Inc$1.9M0.01%76,280CommonNONE
538146101LPSNUSDLiveperson Inc$1.9M0.01%489,785CommonNONE
205826209CMTLComtech Telecom Corp$1.9M0.01%216,853CommonNONE
900450206TBCHTurtle Beach Corp New$1.9M0.01%206,346CommonNONE
72815G108MYPSPlaystudios Inc Class A$1.9M0.01%582,499CommonNONE
98888T107ZIMVZimvie Inc$1.8M0.01%195,110CommonNONE
023135106AMZNAmazon.Com Inc$1.8M0.01%14,161CommonSOLE
31154R109FPIFarmland Partners Inc$1.8M0.01%173,715CommonNONE
532457108LLYLilly Eli & Co$1.6M0.01%3,054CommonSOLE
095306106BLBDBlue Bird Corp$1.6M0.01%76,275CommonNONE
127097103CTRACoterra Energy Inc$1.6M0.01%59,450CommonSOLE
89785L1075TCTruecar Inc$1.6M0.01%775,499CommonNONE
69354N106PRAAPra Group Inc$1.6M0.01%82,654CommonNONE
68243Q106FLWS1 800 Flowers Inc Cl A$1.6M0.01%223,399CommonNONE
43538H103HLLYHolley Inc$1.5M0.01%308,455CommonNONE
36467J108GLPIGaming & Leisure Properties Inc$1.4M0.01%30,183CommonSOLE
464287655IWMIShares Russell 2000 ETF$1.4M0.01%7,760CommonSOLE
464287648IWOIShares Russell 2000 Grwth ETF$1.4M0.01%6,049CommonSOLE
816307300SLQTSelectquote Inc$1.3M0.01%1,101,245CommonNONE
115236101BROBrown & Brown Inc$1.2M0.01%17,693CommonSOLE
690742101OCOwens Corning New$1.2M0.01%8,832CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$1.2M0.01%10,277CommonSOLE
513847103MZTILancaster Colony Corp$1.2M0.01%7,077CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B New$1.2M0.01%3,290CommonSOLE
574599106MASMasco Corp$1.1M0.01%21,042CommonSOLE
88023U101SGITempur Sealy Intl Inc$1.1M0.01%24,658CommonSOLE
007973100AEISAdvanced Energy Industries$1.0M0.01%10,085CommonSOLE
73278L105POOLPool Corp$1.0M0.01%2,882CommonSOLE
10921T101BCOVUSDBrightcove Inc$1.0M0.01%310,105CommonNONE
30231G102XOMExxon Mobile Corp$1.0M0.01%8,563CommonSOLE
53814X102LIVXEURLiveone Inc$992,3440.01%1,033,692CommonNONE
45783Q100NOTVInotiv Inc$973,2210.01%315,981CommonNONE
25961D105DOUGDouglas Elliman Inc$972,0370.01%430,105CommonNONE
733245104PRCHPorch Group Inc$964,6400.01%1,205,800CommonNONE
78467J100SSNCSs&C Technologies Holdings Inc$948,9250.01%18,061CommonSOLE
745867101PHMPulte Group Inc$933,1780.01%12,602CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$929,7230.01%10,280CommonSOLE
53803X105LOBLive Oak Bancshares Inc$911,5200.01%31,486CommonSOLE
525327102LDOSLeidos Holdings Inc$900,8640.01%9,775CommonSOLE
739276103POWIPower Integrations Inc$886,9510.01%11,623CommonSOLE
68389X105ORCLOracle Corp$875,4290.01%8,265CommonSOLE
74834L100DGXQuest Diagnostics Inc$809,7600.00%6,645CommonSOLE
64110L106NFLXNetflix Inc$762,7520.00%2,020CommonSOLE
91324P102UNHUnitedhealth Group Inc$745,6970.00%1,479CommonSOLE
858119100STLDSteel Dynamics Inc$736,7090.00%6,871CommonSOLE
44980X109IPGPIpg Photonics Corp$704,0780.00%6,934CommonSOLE
04523Y105ASPNAspen Aerogels Inc$658,5880.00%76,580CommonNONE
931142103WMTWal-Mart Inc$656,1930.00%4,103CommonSOLE
L72967109OECOrion S.A. Com$655,1050.00%30,785CommonSOLE
036752103ELVElevance Health Inc$639,6320.00%1,469CommonSOLE
038222105AMATApplied Materials Inc$603,9190.00%4,362CommonSOLE
460146103IPInternational Paper Co$592,8460.00%16,714CommonSOLE
680223104ORIOld Republic Intl Corp$578,6980.00%21,481CommonSOLE
74640Y106PRPLPurple Innovation Inc$568,4950.00%332,453CommonNONE
016255101ALGNAlign Technology Inc$526,0660.00%1,723CommonSOLE
060505104BACBank Of America Corp$515,1820.00%18,816CommonSOLE
46625H100JPMJpmorgan Chase & Co$512,6460.00%3,535CommonSOLE
902681105UGIUgi Corp$497,3290.00%21,623CommonSOLE
024013104AATAmerican Assets Tr Inc$446,5140.00%22,957CommonSOLE
09062X103BIIBBiogen Inc$405,0480.00%1,576CommonSOLE
872590104TMUST-Mobile Us Inc$391,7200.00%2,797CommonSOLE
458140100INTCIntel Corp$379,7100.00%10,681CommonSOLE
00971T101AKAMAkamai Technologies Inc$318,7680.00%2,992CommonSOLE
101137107BSXBoston Scientific Corp$318,1200.00%6,025CommonSOLE
617446448MSMorgan Stanley$313,5310.00%3,839CommonSOLE
800422107JBSSSanfilippo John B & Son Inc$285,7300.00%2,892CommonSOLE
444859102HUMHumana Inc$270,0190.00%555CommonSOLE
631103108NDAQNasdaq Inc$226,6720.00%4,665CommonSOLE
00507V109AIYActivision Blizzard Inc$207,0160.00%2,211CommonSOLE
718546104PSXPhillips 66$192,3600.00%1,601CommonSOLE
45168D104IDXXIdexx Laboratories Inc$163,1020.00%373CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$158,6380.00%7,133CommonSOLE
49338L103KEYSKeysight Technologies Inc$117,0940.00%885CommonSOLE
22275C105PODCPodcastOne Inc$97,4690.00%49,227CommonNONE
464287473IWSIShares Russell Midcap V ETF$89,6930.00%860CommonSOLE
47233W109JEFJeffries Finl Group Inc$82,7090.00%2,258CommonSOLE
567908108HZOMarinemax Inc Com FL$36,9880.00%1,127CommonSOLE
971378104WSCWillscot Mobile Mini Holdings$26,1600.00%629CommonSOLE
125269100CFCf Industries Holdings Inc$25,9790.00%303CommonNONE
82489T104SWAVUSDShockwave Med Inc$23,0960.00%116CommonSOLE
039483102ADMArcher Daniels Midland Co$23,0030.00%305CommonNONE
46266C105IQVIqvia Holdings Inc$22,4300.00%114CommonNONE
001084102AGCOAgco Corp$21,6450.00%183CommonNONE
883203101TXTTextron Inc$20,7070.00%265CommonNONE
192446102CTSHCognizant Technology Solutions Cl A$19,3060.00%285CommonNONE
26969P108EXPEagle Matls Inc$18,6970.00%112CommonSOLE
147528103CASYCaseys General Stores Inc$17,6490.00%65CommonNONE
562750109MANHManhattan Associates Inc$16,8010.00%85CommonNONE
25659T107DLBDolby Laboratories Inc Cl A$16,0900.00%203CommonNONE
922908751VBVanguard Small Cap ETF$15,9660.00%84CommonSOLE
922908595VBKVanguard SM Cap Growth ETF$15,8410.00%74CommonSOLE
14149Y108CAHCardinal Health Inc$15,6280.00%180CommonNONE
339041105FLT1EURFleetcor Technologies Inc$15,3200.00%60CommonNONE
78377T107RHPRyman Hospitality Pptys Inc$15,2400.00%183CommonSOLE
670346105NUENucor Corp$14,0720.00%90CommonNONE
G6700G107NVTNvent Electric Plc$14,0420.00%265CommonNONE
42824C109HPEHewlett Packard Enterprise Co$13,8090.00%795CommonNONE
546347105LPXLouisiana Pacific Corp$13,7070.00%248CommonSOLE
61945C103MOSMosaic Co$13,3500.00%375CommonNONE
64110D104NTAPNetapp Inc$13,2790.00%175CommonNONE
G8994E103TTTrane Inc$13,1890.00%65CommonNONE
962166104WYWeyerhaeuser Co Mtn Be$13,1840.00%430CommonNONE
443510607HUBBHubbell Inc$13,1630.00%42CommonNONE
384802104GWWGrainger W W Inc$13,1450.00%19CommonNONE
74251V102PFGPrincipal Financial Group Inc$12,1080.00%168CommonNONE
681919106OMCOmnicom Group Inc$11,9170.00%160CommonNONE
501889208LKQLkq Corp$11,3870.00%230CommonNONE
595017104MCHPMicrochip Technology Inc$11,3170.00%145CommonNONE
516544103LNTHLantheus Hldgs Inc Com$10,9080.00%157CommonSOLE
001055102AFLAflac Inc$10,7450.00%140CommonNONE
260557103DOWDow Chemical Co$10,3120.00%200CommonNONE
88224Q107TCBITexas Cap Bncshs Inc$10,3080.00%175CommonSOLE
099724106BWABorgwarner Inc$10,2940.00%255CommonNONE
759351604RGAReinsurance Group Of America Inc$10,1630.00%70CommonNONE
316773100FITBFifth Third Bancorp$10,0050.00%395CommonNONE
427866108HSYHershey Co$10,0040.00%50CommonNONE
064058100BKBank New York Mellon Corp$9,5960.00%225CommonNONE
416515104HIGHartford Financial Services Group$9,2180.00%130CommonNONE
277432100EMNEastman Chem Co$8,4390.00%110CommonNONE
670837103OGEOge Energy Corp$8,3330.00%250CommonNONE
237194105DRIDarden Restaurants Inc$8,0200.00%56CommonNONE
64829B100New Relic, Inc.$7,9440.00%93CommonSOLE
576323109MTZMastec Inc$7,8450.00%109CommonSOLE
00846U101AAgilent Technologies Inc$7,8270.00%70CommonNONE
592688105MTDMettler Toledo International$7,7560.00%7CommonNONE
24703L202DELLDell Inc$7,5790.00%110CommonNONE
922908611VBRVanguard SM Cap Value ETF$7,5720.00%47CommonSOLE
70432V102PAYCPaycom Software Inc$7,5190.00%29CommonNONE
704326107PAYXPaychex Inc$7,3810.00%64CommonNONE
533900106LECOLincoln Electric Holdings Inc$7,2720.00%40CommonNONE
43300A203HLTHilton Worldwide Holdings Inc$6,7580.00%45CommonNONE
59522J103MAAMid-America Apartment Communities$6,4330.00%50CommonNONE
12504L109CBRECbre Group Inc Cl A$6,2780.00%85CommonNONE
922908512VOEVanguard Mid Cap Value ETF$6,2650.00%48CommonSOLE
759509102RSReliance Steel & Aluminum Co$5,2450.00%20CommonNONE
833034101SNASnap On Inc$5,1030.00%20CommonNONE
92047W101VVVValvoline Inc Com$4,9330.00%153CommonSOLE
651587107NEUNewmarket Corp$4,5500.00%10CommonNONE
443201108HWMHowmet Aerospace Inc$4,4500.00%96CommonSOLE
92343E102VRSNVerisign Inc$4,0510.00%20CommonNONE
384109104GGGGraco Inc$3,9360.00%54CommonNONE
538034109LYVLive Nation Entertainment Inc$3,5080.00%42CommonSOLE
25401T603DBRGDigitalbridge Group Inc Cl A$3,4720.00%198CommonSOLE
81619Q105SEMSelect Medical Hldgs CP$3,3360.00%132CommonSOLE
69318G106PBFPBF Energy Inc$3,3190.00%62CommonSOLE
923454102Veritiv Corp Com$3,3080.00%20CommonSOLE
189054109CLXClorox Co$2,8830.00%22CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.