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FULLER & THALER ASSET MANAGEMENT, INC.

Q1 2024 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2024-05-13 · accession 0001082327-24-000060

$22.92B
Reported value
546
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 546

CUSIPTickerIssuerValue% port.SharesClassVoting
174610105CFGCitizens Financial Group Inc$465.7M2.03%12,832,918CommonSOLE
493267108KEYKeycorp$423.6M1.85%26,791,958CommonSOLE
388689101GPKGraphic Packaging Holding Co$400.7M1.75%13,730,700CommonSOLE
302520101FNBFnb Corp$392.7M1.71%27,849,394CommonSOLE
29084Q100EMEEmcor Group Inc$380.1M1.66%1,085,480CommonSOLE
25179M103DVNDevon Energy Corp$376.7M1.64%7,506,497CommonSOLE
680033107ONBOld Natl Bancorp Ind$362.6M1.58%20,826,495CommonSOLE
42250P103DOCHealthpeak Properties Inc$319.8M1.39%17,054,205CommonSOLE
29358P101ENSGEnsign Group Inc$307.4M1.34%2,470,406CommonSOLE
109696104BCOBrinks Co$288.7M1.26%3,125,328CommonSOLE
00508Y102AYIAcuity Brands Inc$282.7M1.23%1,051,818CommonSOLE
08579W103BERYEURBerry Global Group Inc$281.4M1.23%4,652,883CommonSOLE
488401100KMPRKemper Corp$279.9M1.22%4,519,738CommonSOLE
84857L101SRSpire Inc$264.2M1.15%4,304,474CommonSOLE
201723103CMCCommercial Metals Co$248.2M1.08%4,223,682CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$234.9M1.02%130,914CommonSOLE
04247X102AWIArmstrong World Industries Inc$234.7M1.02%1,889,025CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$212.9M0.93%3,424,356CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$209.4M0.91%128,072CommonSOLE
626755102MUSAMurphy Usa Inc$200.9M0.88%479,351CommonSOLE
680665205OLNOlin Corp Par $1$197.6M0.86%3,361,273CommonSOLE
116794108BRKRBruker Corp$195.1M0.85%2,077,332CommonSOLE
199908104FIXComfort Systems Usa Inc$192.7M0.84%606,371CommonSOLE
674215207CHRDChord Energy Corp Com New$186.0M0.81%1,043,541CommonSOLE
45780R101IBPInstalled Building Prods Inc$179.7M0.78%694,463CommonSOLE
76118Y104REZIResideo Technologies Inc$171.3M0.75%7,639,711CommonSOLE
146229109CRICarters Inc$167.0M0.73%1,971,705CommonSOLE
44930G107ICUIIcu Medical Inc$164.7M0.72%1,534,742CommonSOLE
47580P103JELDJeld-Wen Holding Inc$164.7M0.72%7,757,389CommonSOLE
808625107SAICScience Applications Intl Corp$163.3M0.71%1,252,626CommonSOLE
387328107GVAGranite Construction Inc$162.7M0.71%2,847,369CommonSOLE
06417N103OZKBank Ozk$159.6M0.70%3,511,056CommonSOLE
26969P108EXPEagle Materials Inc$156.2M0.68%574,933CommonSOLE
70509V100PEBPebblebrook Hotel Tr$156.2M0.68%10,136,662CommonSOLE
093671105HRBH&R Block Inc$155.0M0.68%3,156,128CommonSOLE
243537107DECKDeckers Outdoor Corp$152.7M0.67%162,274CommonSOLE
736508847PORPortland Gen Elec Co New$148.4M0.65%3,533,556CommonSOLE
928881101VNTVontier Corporation Com$146.8M0.64%3,236,755CommonSOLE
440327104HMNHorace Mann Educators Corp$144.8M0.63%3,915,696CommonSOLE
020764106AMRAlpha Metallurgical Resource Inc$144.6M0.63%436,545CommonSOLE
29977A105EVREvercore Inc Class A$143.6M0.63%745,816CommonSOLE
45826H109ITGRInteger Holdings Corp$143.2M0.62%1,227,137CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$142.8M0.62%1,759,507CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$142.5M0.62%1,872,025CommonSOLE
74167P108BCBUSDPrimo Water Corporation$141.5M0.62%7,771,332CommonSOLE
047649108ATKRAtkore Inc$141.2M0.62%741,629CommonSOLE
860630102SFStifel Financial Corp$138.5M0.60%1,771,944CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$137.8M0.60%1,618,879CommonSOLE
127055101CBTCabot Corp$137.6M0.60%1,492,111CommonSOLE
G3075P101ESGRUSDEnstar Group Limited$134.4M0.59%432,426CommonSOLE
32051X108FHBFirst Hawaiian Inc$132.6M0.58%6,037,962CommonSOLE
91307C102UTHRUnited Therapeutics Corp$131.6M0.57%573,075CommonSOLE
57686G105MATXMatson Inc$131.1M0.57%1,166,243CommonSOLE
G50871105JAZZJazz Pharmaceuticals Plc Usd$130.7M0.57%1,085,140CommonSOLE
919794107VLYValley National Bancorp$129.8M0.57%16,307,586CommonSOLE
58506Q109MEDPMedpace Holdings Inc$128.4M0.56%317,704CommonSOLE
97650W108WTFCWintrust Financial Corp$127.4M0.56%1,220,312CommonSOLE
624756102MLIMueller Industries Inc$125.3M0.55%2,322,460CommonSOLE
59001A102MTHMeritage Homes Corp$125.2M0.55%713,586CommonSOLE
227046109CROXCrocs Inc$121.2M0.53%842,832CommonSOLE
49803T300KRGKite Realty Group Tr$120.2M0.52%5,544,938CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$119.1M0.52%7,273,816CommonSOLE
12621E103CNOCno Financial Group Inc$118.0M0.51%4,294,478CommonSOLE
03820C105AITApplied Industrial Technologies Inc$117.8M0.51%596,091CommonSOLE
257651109DCIDonaldson Inc$115.5M0.50%1,546,488CommonSOLE
50060P106KOPKoppers Holdings Inc$115.0M0.50%2,084,601CommonSOLE
589889104MMSIMerit Med Systems Inc$110.6M0.48%1,459,438CommonSOLE
703481101PTENPatterson-Uti Energy Inc$110.3M0.48%9,238,157CommonSOLE
403949100DINOHf Sinclair Corporation$108.8M0.47%1,801,874CommonSOLE
172755100CRUSCirrus Logic Inc$108.3M0.47%1,170,121CommonSOLE
27579R104EWBCEast West Bancorp Inc$107.9M0.47%1,363,367CommonSOLE
859241101STRLSterling Contruction Inc$107.2M0.47%971,958CommonSOLE
835495102SONSonoco Prods Co$106.4M0.46%1,839,945CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$105.3M0.46%611,152CommonSOLE
86333M108LRNStride Inc$105.1M0.46%1,666,244CommonSOLE
75281A109RRCRange Resources Corp$104.2M0.45%3,025,256CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$102.2M0.45%101,164CommonSOLE
16359R103CHEChemed Corp$102.0M0.44%158,818CommonSOLE
G6564A105NOMDNomad Foods Ltd Usd Ord$101.3M0.44%5,179,466CommonSOLE
26856L103ELFE L F Beauty Inc$100.1M0.44%510,842CommonSOLE
69349H107TXNMPnm Resources Inc$98.0M0.43%2,603,814CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$91.8M0.40%1,123,840CommonSOLE
12740C103CADECadence Bank$91.7M0.40%3,163,342CommonSOLE
26484T106DNBDun & Bradstreet Corp New$90.5M0.39%9,014,876CommonSOLE
938824109WAFDWafd Inc Com$90.0M0.39%3,101,632CommonSOLE
750236101RDNRadian Group Inc$89.5M0.39%2,674,397CommonSOLE
314211103FHIFederated Hermes Inc Cl B$89.3M0.39%2,472,763CommonSOLE
001084102AGCOAgco Corp$88.9M0.39%722,349CommonSOLE
68404L201OPCHOption Care Health Inc New$87.8M0.38%2,617,691CommonSOLE
43940T109HOPEHope Bancorp Inc$87.2M0.38%7,575,502CommonSOLE
092113109BKHBlack Hills Corp$86.9M0.38%1,591,194CommonSOLE
89055F103BLDTopbuild Corp$84.9M0.37%192,683CommonSOLE
446150104HBANHuntington Bancshares Inc$84.8M0.37%6,080,214CommonSOLE
397624107GEFGreif Inc Cl A$84.8M0.37%1,227,840CommonSOLE
577933104MMSMaximus Inc$83.1M0.36%990,875CommonSOLE
410120109HWCHancock Whitney Corporation$81.4M0.36%1,769,049CommonSOLE
989701107ZIONZions Bancorporation Na$81.2M0.35%1,871,955CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$80.7M0.35%1,240,918CommonSOLE
G0585R106AGOAssured Guaranty Ltd$80.4M0.35%921,136CommonSOLE
45867G101IDCCInterdigital Inc$80.1M0.35%752,786CommonSOLE
515098101LSTRLandstar Systems Inc$78.9M0.34%409,216CommonSOLE
G81276100SIGSignet Jewelers Limited$78.9M0.34%788,158CommonSOLE
12008R107BLDRBuilders Firstsource Inc$77.3M0.34%370,701CommonSOLE
783549108RRyder Systems Inc$76.9M0.34%639,993CommonSOLE
228368106CCKCrown Holdings Inc$76.6M0.33%966,314CommonSOLE
410867105THGHanover Insurance Group Inc$76.3M0.33%560,575CommonSOLE
62886E108VYXNcr Voyix Corporation Com$75.8M0.33%5,998,273CommonSOLE
70202L102PSNParsons Corp$75.6M0.33%911,926CommonSOLE
410345102HN9Hanesbrands Inc$75.3M0.33%12,982,272CommonSOLE
302081104EXLSExlservice Holdings Inc$74.3M0.32%2,337,611CommonSOLE
82900L102SMPLSimply Good Foods Co$72.5M0.32%2,129,678CommonSOLE
Y8565N300TNKTeekay Tankers Ltd Cl A$72.5M0.32%1,240,549CommonSOLE
126349109CSNCsg Systems Intl Inc$72.4M0.32%1,403,837CommonSOLE
801056102SANMSanmina Corporation$72.0M0.31%1,157,588CommonSOLE
87265H109T86Tri Pointe Homes Inc$71.4M0.31%1,848,074CommonSOLE
28035Q102EPCEdgewell Pers Care Co$70.5M0.31%1,823,481CommonSOLE
67059N108NTNXNutanix Inc Cl A$67.3M0.29%1,090,920CommonSOLE
575385109DOORUSDMasonite Intl Corp$67.3M0.29%512,107CommonSOLE
077454106BDCBelden Inc$64.0M0.28%690,677CommonSOLE
198516106COLMColumbia Sportswear Co$63.1M0.28%777,118CommonSOLE
30161Q104EXELExelixis Inc$63.1M0.28%2,658,347CommonSOLE
743312100PRGSProgress Software Corp$63.1M0.28%1,183,017CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc Com$62.7M0.27%928,788CommonSOLE
668074305NWENorthwestern Corp New$62.7M0.27%1,231,245CommonSOLE
689648103OTTROtter Tail Corp$62.0M0.27%717,858CommonSOLE
827048109SLGNSilgan Holdings Inc$61.4M0.27%1,263,501CommonSOLE
05329W102ANAutonation Inc$61.2M0.27%369,398CommonSOLE
880345103TNCTennant Co$60.9M0.27%500,837CommonSOLE
48123V102ZDZiff Davis Inc$58.1M0.25%921,033CommonSOLE
57638P104MBCMasterbrand Inc Common Stock$57.5M0.25%3,069,595CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$56.3M0.25%1,572,016CommonSOLE
000957100ABMAbm Industries Inc$56.0M0.24%1,254,192CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$55.9M0.24%1,274,178CommonSOLE
224408104CRCrane Company Common Stock$55.6M0.24%411,372CommonSOLE
G48833118WFRDWeatherford Intl Plc$55.4M0.24%480,302CommonSOLE
600544100MLKNMillerknoll Inc$55.3M0.24%2,232,599CommonSOLE
896288107TNETTrinet Group Inc$55.3M0.24%417,227CommonSOLE
50050N103KTBKontoor Brands Inc$54.9M0.24%911,366CommonSOLE
37253A103THRMGentherm Inc$54.2M0.24%940,472CommonSOLE
320517105FHNFirst Horizon Corporation$53.1M0.23%3,449,245CommonSOLE
002896207ANFAbercrombie & Fitch Co Cl A$53.0M0.23%423,131CommonSOLE
880779103TEXTerex Corp$52.8M0.23%820,623CommonSOLE
4315711089HIHillenbrand Inc$52.6M0.23%1,046,476CommonSOLE
55345K10337MMRC Global Inc$51.9M0.23%4,126,371CommonSOLE
360271100FULTFulton Financial Corp Pa$51.8M0.23%3,258,086CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$50.6M0.22%1,542,966CommonSOLE
29272W109ENREnergizer Holdings Inc$49.7M0.22%1,688,587CommonSOLE
63001N106NATLNcr Atleos Corporation$48.9M0.21%2,473,440CommonSOLE
751212101RLRalph Lauren Corp Cl A$47.9M0.21%254,865CommonSOLE
11373M107BB3Brookline Bancorp Inc$47.4M0.21%4,762,428CommonSOLE
302941109FCNFti Consulting Inc$47.2M0.21%224,272CommonSOLE
974155103WINGWingstop Inc$46.3M0.20%126,411CommonSOLE
466313103JBLJabil Inc$45.4M0.20%339,091CommonSOLE
30040P103EVTCEvertec Inc$45.1M0.20%1,131,184CommonSOLE
957638109WALWestern Alliance Bancorp$44.4M0.19%691,114CommonSOLE
18452B209CLSKCleanspark Inc New$42.9M0.19%2,024,025CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$42.2M0.18%430,941CommonSOLE
00737L103CVSAAdtalem Global Ed Inc$42.1M0.18%818,199CommonSOLE
358039105FRPTFreshpet Inc$42.0M0.18%362,340CommonSOLE
896945201TRIPTripadvisor Inc$41.4M0.18%1,490,893CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$41.2M0.18%1,835,701CommonSOLE
224441105CXTCrane Nxt Co Com$40.4M0.18%651,862CommonSOLE
607828100MODModine Manufacturing Co$39.9M0.17%418,877CommonSOLE
854231107SXIStandex Intl Corp$39.5M0.17%216,763CommonSOLE
87901J105TGNATegna Inc$38.0M0.17%2,543,305CommonSOLE
489170100KMTKennametal Inc$38.0M0.17%1,521,711CommonSOLE
25402D102DOCNDigitalocean Holdings Inc$37.8M0.16%988,862CommonSOLE
05464C101AXONAxon Enterprise Inc$37.7M0.16%120,643CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$37.6M0.16%969,199CommonSOLE
74164M108PRIPrimerica Inc$37.6M0.16%148,578CommonSOLE
45674M101INFA1EURInformatica Inc Cl A$36.9M0.16%1,054,712CommonSOLE
053807103AVTAvnet Inc$36.5M0.16%736,969CommonSOLE
589378108MRCYMercury Systems Inc$36.5M0.16%1,237,604CommonSOLE
35909D109FYBRFrontier Communications Parent$35.6M0.16%1,453,014CommonSOLE
34965K107FTREFortrea Holdings Inc Common Stock$35.0M0.15%871,653CommonSOLE
705573103PEGAPegasystems Inc$34.8M0.15%538,370CommonSOLE
754907103RYNRayonier Inc$34.7M0.15%1,043,177CommonSOLE
30050B101EVHEvolent Health Inc Cl A$34.5M0.15%1,052,519CommonSOLE
07831C103BRBRBellring Brands Inc Common Stock$33.5M0.15%567,187CommonSOLE
88162F105TTITetra Technologies Inc$33.2M0.14%7,492,966CommonSOLE
16208T102CLDTChatham Lodging Tr$32.9M0.14%3,257,224CommonSOLE
55087P104LYFTLyft Inc Cl A$32.3M0.14%1,670,455CommonSOLE
05478C105AZEKAzek Co Inc Cl A$32.1M0.14%640,117CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$31.1M0.14%1,598,845CommonSOLE
45765U103NSITInsight Enterprises Inc$30.5M0.13%164,616CommonSOLE
498894104KNFKnife River Corp Common Stock$30.4M0.13%374,858CommonSOLE
74164F103PRIMPrimoris Services Corp$30.0M0.13%703,605CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$29.7M0.13%2,136,620CommonSOLE
92343X100VTYVerint Systems Inc$29.3M0.13%883,419CommonSOLE
184496107CLHClean Harbors Inc$29.0M0.13%144,297CommonSOLE
000360206AAONAaon Inc$28.6M0.12%325,112CommonSOLE
03783C100APPFAppfolio Inc Cl A$28.6M0.12%115,959CommonSOLE
35905A109FTDRFrontdoor Inc$28.5M0.12%874,093CommonSOLE
65290E101NXTNextracker Inc Class A$28.3M0.12%503,682CommonSOLE
G2717B108Cushman Wakefield Plc$27.9M0.12%2,670,817CommonSOLE
103304101BYDBoyd Gaming Corp$27.7M0.12%410,797CommonSOLE
G5005R107JRVRJames Riv Group Ltd$27.6M0.12%2,965,668CommonSOLE
G4388N106HELEHelen Of Troy Ltd$27.2M0.12%236,315CommonSOLE
75700L108RRRRed Rock Resorts Inc Cl A$27.1M0.12%453,605CommonSOLE
76156B107RVLVRevolve Group Inc Cl A$27.1M0.12%1,281,637CommonSOLE
737446104POSTPost Holdings Inc$26.5M0.12%249,260CommonSOLE
860372101STCStewart Information Services Corp$26.4M0.12%405,416CommonSOLE
92538J106VERXVertex Inc Cl A$26.2M0.11%826,280CommonSOLE
011642105ALRMAlarm Holdings Inc$26.1M0.11%359,843CommonSOLE
87165B103SYFSynchrony Financial$25.9M0.11%601,247CommonSOLE
42226A107HQYHealthequity Inc$25.9M0.11%317,423CommonSOLE
443320106HUBGHub Group Inc Cl A$25.5M0.11%590,929CommonSOLE
88025T102TENBTenable Holdings Inc$25.3M0.11%512,842CommonSOLE
00108J109ACMRACM Research Inc Cl A$25.3M0.11%869,645CommonSOLE
31620M106FISFidelity Natl Information Services$25.2M0.11%340,178CommonSOLE
024061103DCHAmerican Axle & Manufacturing$24.5M0.11%3,330,141CommonSOLE
516544103LNTHLantheus Holdings Inc$24.2M0.11%389,390CommonSOLE
413160102HLITHarmonic Inc$24.2M0.11%1,796,877CommonSOLE
008073108AVAVAerovironment Inc$24.1M0.11%157,069CommonSOLE
26603R106DUOLDuolingo Inc Cl A$24.0M0.10%108,876CommonSOLE
53815P108RAMPLiveramp Holdings Inc$23.6M0.10%684,832CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$23.1M0.10%568,361CommonSOLE
256677105DGDollar General Corp$23.1M0.10%147,926CommonSOLE
753422104RPDRapid7 Inc$23.1M0.10%470,495CommonSOLE
302492103FLYWFlywire Corporation Vtg$23.0M0.10%928,528CommonSOLE
G4863A108BRSLInternational Game Technology Usd$23.0M0.10%1,019,695CommonSOLE
114340102AZTAAzenta Inc$22.9M0.10%379,969CommonSOLE
76009N100UPBDUpbound Group Inc$22.5M0.10%639,359CommonSOLE
89377M109TMDXTransmedics Group Inc$22.4M0.10%303,007CommonSOLE
681116109OLLIOllies Bargain Outlet Holdings In$22.4M0.10%281,444CommonSOLE
001744101AMNAmn Healthcare Services Inc$22.3M0.10%356,343CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$22.3M0.10%359,028CommonSOLE
74340E103PGNYProgyny Inc$22.1M0.10%578,038CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$21.9M0.10%664,391CommonSOLE
05945F103BANFBancfirst Corp$21.8M0.10%247,966CommonSOLE
447011107HUNHuntsman Corp$21.2M0.09%813,360CommonSOLE
60783X104MODVQModivcare Inc$21.1M0.09%898,677CommonSOLE
G4474Y214JHGJanus Henderson Group Plc$21.0M0.09%639,004CommonSOLE
014491104ALEXAlexander & Baldwin Inc$20.8M0.09%1,262,549CommonSOLE
11135E203BNLBroadstone Net Lease Inc$20.3M0.09%1,293,104CommonSOLE
493732101KFRCKforce Inc$20.1M0.09%284,683CommonSOLE
720190206PDMPiedmont Office Realty Trust Inc Cl$19.9M0.09%2,829,425CommonSOLE
98956A105ZETAZeta Global Holdings Corp Cl A$19.8M0.09%1,809,847CommonSOLE
05368V106AVNTAvient Corporation$19.6M0.09%451,549CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$19.5M0.09%295,685CommonSOLE
01988P108MDRXVeradigm Inc$19.5M0.08%2,530,075CommonSOLE
511656100LKFNLakeland Financial Corp$19.3M0.08%291,122CommonSOLE
91688F104UPWKUpwork Inc$19.0M0.08%1,551,375CommonSOLE
358054104FRSHFreshworks Inc Class A$18.5M0.08%1,017,748CommonSOLE
229899109CFRCullen Frost Bankers Inc$18.4M0.08%163,715CommonSOLE
278642103EBAYEbay Inc$17.6M0.08%332,980CommonSOLE
G01767105ALKSAlkermes Plc$17.0M0.07%629,593CommonSOLE
37940X102GPNGlobal Payments Inc$16.5M0.07%123,732CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$16.0M0.07%239,997CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$15.9M0.07%694,067CommonSOLE
71363P106PRDOPerdoceo Ed Corp$15.9M0.07%905,342CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$15.6M0.07%440,870CommonSOLE
35471R106FSPFranklin Str Properties Corp$15.6M0.07%6,864,470CommonSOLE
172908105CTASCintas Corp$15.3M0.07%22,205CommonSOLE
628778102NBTBNbt Bancorp Inc$14.9M0.06%405,881CommonSOLE
691497309OXMOxford Industries Inc$14.6M0.06%129,998CommonSOLE
449172105HYHyster Yale Matls Handling Inc$14.6M0.06%226,906CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$14.5M0.06%47,986CommonSOLE
701094104PHParker-Hannifin Corp$13.7M0.06%24,728CommonSOLE
89400J107TRUTransunion$13.5M0.06%169,612CommonSOLE
03852U106ARMKAramark$13.4M0.06%413,479CommonSOLE
778296103ROSTRoss Stores Inc$13.4M0.06%91,147CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$13.2M0.06%33,325CommonSOLE
880770102TERTeradyne Inc$12.6M0.06%111,876CommonSOLE
67066G104NVDANvidia Corporation$12.5M0.05%13,819CommonSOLE
278865100ECLEcolab Inc$12.4M0.05%53,615CommonSOLE
37959E102GLGlobe Life Inc$12.2M0.05%104,931CommonSOLE
371901109GNTXGentex Corp$12.1M0.05%333,925CommonSOLE
512807108LRCXEURLam Research Corp$11.8M0.05%12,176CommonSOLE
20602D101CNXCConcentrix Corp$11.7M0.05%176,577CommonSOLE
570535104MKLMarkel Corp$11.5M0.05%7,566CommonSOLE
67103H107ORLYOreilly Automotive Inc$11.5M0.05%10,151CommonSOLE
76171L106REYNReynolds Consumer Prods Inc$11.5M0.05%401,139CommonSOLE
00486H105ADTNAdtran Holdings Inc$11.5M0.05%2,105,543CommonSOLE
941848103WATWaters Corp$11.0M0.05%31,954CommonSOLE
24906P109XRAYDentsply Sirona Inc$10.8M0.05%324,937CommonSOLE
143130102KMXCarmax Inc$10.8M0.05%123,533CommonSOLE
150870103CECelanese Corp$10.2M0.04%59,372CommonSOLE
254543101DIODDiodes Inc$9.5M0.04%134,434CommonSOLE
16411R208LNGCheniere Energy Inc New$8.8M0.04%54,510CommonSOLE
96145D105WRKUSDWestrock Co$8.8M0.04%177,555CommonSOLE
G51502105JCIJohnson Controls Intl Plc$8.8M0.04%134,077CommonSOLE
03027X100AMTAmerican Tower Corp$8.5M0.04%43,132CommonSOLE
50540R409LSILaboratory Corp America Holdings$8.4M0.04%38,523CommonSOLE
04911A107AUBAtlantic Un Bankshares Corp$8.4M0.04%237,024CommonSOLE
55261F104MTBM & T Bank Corp$8.0M0.03%54,983CommonSOLE
11120U105BRXBrixmor Property Group Inc$7.7M0.03%327,701CommonSOLE
457187102INGRIngredion Inc$7.5M0.03%64,427CommonSOLE
88076W103TDCTeradata Corp$7.5M0.03%193,824CommonSOLE
69036R863OSG1EUROverseas Shipholding Group Inc Cl A$7.4M0.03%1,157,090CommonNONE
379577208GMEDGlobus Med Inc Cl A$7.2M0.03%133,481CommonSOLE
14040H105COFCapital One Financial Corp$7.0M0.03%46,974CommonSOLE
482480100KLACKla Corp New$7.0M0.03%9,999CommonSOLE
34959E109FTNTFortinet Inc$6.9M0.03%100,568CommonSOLE
049560105ATOAtmos Energy Corp$6.7M0.03%56,272CommonSOLE
15189T107CNPCenterpoint Energy Inc$6.5M0.03%226,972CommonSOLE
531229789LM0CLiberty Media Corp Lbty Srm Sc$6.4M0.03%215,489CommonSOLE
949746101WMT2Wells Fargo Co$6.4M0.03%110,456CommonSOLE
464287648IWOIShares Russell 2000 Gwth ETF$6.3M0.03%23,095CommonSOLE
576485205MTDRMatador Resources Co$6.0M0.03%89,620CommonNONE
G9059U107TSEOFTrinseo Sa$5.7M0.03%1,516,292CommonSOLE
824348106SHWSherwin Williams Co$5.7M0.02%16,315CommonSOLE
723787107PXDEURPioneer Natural Resources Co$5.3M0.02%20,377CommonSOLE
608190104MHKMohawk Industries Inc$5.3M0.02%40,753CommonSOLE
594918104MSFTMicrosoft Corp$5.2M0.02%12,295CommonSOLE
733245104PRCHPorch Group Inc$5.0M0.02%1,171,395CommonNONE
031162100AMGNAmgen Inc$4.9M0.02%17,348CommonSOLE
855244109SBUXStarbucks Corp$4.9M0.02%53,753CommonSOLE
320218100THFFFirst Financial Corp Ind$4.7M0.02%122,999CommonSOLE
92345Y106VRSKVerisk Analytics Inc$4.7M0.02%19,883CommonSOLE
04523Y105ASPNAspen Aerogels Inc$4.7M0.02%264,890CommonNONE
256746108DLTRDollar Tree Inc$4.6M0.02%34,554CommonSOLE
031100100AMEAmetek Inc$4.6M0.02%25,109CommonSOLE
651718504NPKINewpark Resources Inc Par $.01New$4.5M0.02%618,050CommonNONE
760759100RSGRepublic Services Inc$4.2M0.02%21,842CommonSOLE
G02602103DOXAmdocs Ltd$4.1M0.02%44,905CommonSOLE
74460D109PSAPublic Storage$4.0M0.02%13,862CommonSOLE
037833100AAPLApple Inc$3.9M0.02%22,741CommonSOLE
690370101BBBYOverstock.Com Inc$3.8M0.02%105,361CommonNONE
74766Q101QTRXQuanterix Corp$3.7M0.02%158,305CommonNONE
907818108UNPUnion Pacific Corp$3.6M0.02%14,780CommonSOLE
776696106ROPRoper Technologies Inc$3.5M0.02%6,215CommonSOLE
88339P101REALThe Realreal Inc$3.5M0.02%889,461CommonNONE
900450206TBCHTurtle Beach Corp New$3.5M0.02%201,266CommonNONE
806407102HSICHenry Schein Inc$3.4M0.01%44,394CommonSOLE
15135B101CNCCentene Corp$3.3M0.01%42,334CommonSOLE
75321W103PACKRanpak Holdings Corp Cl A$3.3M0.01%420,022CommonNONE
023135106AMZNAmazon.Com Inc$3.2M0.01%17,761CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$3.2M0.01%20,154CommonSOLE
532746104LMNRLimoneira Co$3.1M0.01%160,125CommonNONE
98888T107ZIMVZimvie Inc$3.1M0.01%189,135CommonNONE
92852X103VTSVitesse Energy Inc Common Stock$3.1M0.01%131,226CommonNONE
72814N104AGSPlayags Inc$3.1M0.01%346,165CommonNONE
02079K107GOOGAlphabet Inc Cap Stock Cl C$3.0M0.01%19,413CommonSOLE
138103106UTE0Cantaloupe Inc$3.0M0.01%459,637CommonNONE
84863T106SPOKSpok Holdings Inc$2.9M0.01%179,748CommonNONE
05875B106TRWHUSDBallys Corporation$2.8M0.01%204,420CommonNONE
723484101PNWPinnacle West Cap Corp$2.8M0.01%37,887CommonSOLE
68243Q106FLWS1 800 Flowers Inc Cl A$2.8M0.01%260,576CommonNONE
74467Q103PUBMPubmatic Inc Cl A$2.8M0.01%117,640CommonNONE
29430C102VSTSVestis Corporation$2.8M0.01%144,468CommonSOLE
311642102FAROFaro Technologies Inc$2.8M0.01%128,850CommonNONE
92936U109WPCWp Carey Inc$2.8M0.01%48,992CommonSOLE
003881307ACTGAcacia Research Corp$2.8M0.01%518,642CommonNONE
10948C107BVBrightview Holdings Inc$2.7M0.01%227,250CommonNONE
281020107EIXEdison Intl$2.7M0.01%38,232CommonSOLE
018802108LNTAlliant Energy Corp$2.7M0.01%53,281CommonSOLE
14161W105CDLXCardlytics Inc$2.6M0.01%181,610CommonNONE
399473206GRPNGroupon Inc New$2.6M0.01%194,887CommonNONE
892231101TSQTownsquare Media Inc Cl A$2.6M0.01%236,435CommonNONE
89785L1075TCTruecar Inc$2.6M0.01%755,024CommonNONE
532457108LLYLilly Eli & Co$2.5M0.01%3,267CommonSOLE
513847103MZTILancaster Colony Corp$2.5M0.01%12,206CommonSOLE
127097103CTRACoterra Energy Inc$2.5M0.01%89,808CommonSOLE
71639T106PETQEURPetiq Inc Cl A$2.5M0.01%135,975CommonNONE
00246W103AXTIAxt Inc$2.5M0.01%534,425CommonNONE
68218J103OABIOmniab Inc$2.4M0.01%450,425CommonNONE
23291C103BOOMDmc Global Inc$2.4M0.01%124,650CommonNONE
80007P869SDSandridge Energy Inc$2.4M0.01%166,480CommonNONE
05988J103BANDBandwidth Inc Cl A$2.4M0.01%132,730CommonNONE
782011100RSIRush Street Interactive Inc$2.4M0.01%369,150CommonNONE
52603B107TREELendingtree Inc$2.4M0.01%56,315CommonNONE
64111Q104NTGRNetgear Inc$2.3M0.01%149,010CommonNONE
125896100CMSCms Energy Corp$2.3M0.01%38,210CommonSOLE
36467J108GLPIGaming & Leisure Properties Inc$2.3M0.01%49,258CommonSOLE
038169207APLDApplied Digital Corp Com New$2.2M0.01%525,570CommonNONE
635309206NCMINational Cinemedia Inc New$2.2M0.01%432,810CommonNONE
8676EP108STKLSunopta Inc$2.2M0.01%322,535CommonNONE
G65773106NATNordic American Tankers Ltd$2.2M0.01%556,620CommonNONE
525327102LDOSLeidos Holdings Inc$2.1M0.01%16,357CommonSOLE
05601U105BRCCBrc Inc Cl A$2.1M0.01%500,750CommonNONE
39986L109GRWGGrowgeneration Corp$2.1M0.01%740,470CommonNONE
574599106MASMasco Corp$2.1M0.01%26,695CommonSOLE
115236101BROBrown & Brown Inc$2.1M0.01%24,026CommonSOLE
69354N106PRAAPra Group Inc$2.1M0.01%80,329CommonNONE
68287N100OSPNOnespan Inc$2.1M0.01%177,518CommonNONE
128246105CVGWCalavo Growers Inc$2.1M0.01%74,130CommonNONE
65487K100LASRNlight Inc$2.0M0.01%156,075CommonNONE
29089Q105EBSEmergent Biosolutions Inc$2.0M0.01%775,625CommonNONE
53814X102LIVXEURLiveone Inc$2.0M0.01%1,002,117CommonNONE
05580M108RILYB. Riley Financial Inc$1.9M0.01%91,781CommonNONE
75689M101RRGBRed Robin Gourmet Burgers Inc$1.9M0.01%245,855CommonNONE
31154R109FPIFarmland Partners Inc$1.9M0.01%169,590CommonNONE
78467J100SSNCSs&C Technologies Holdings Inc$1.8M0.01%28,425CommonSOLE
651229106NWLNewell Brands Inc$1.8M0.01%227,044CommonSOLE
24869P104DENNDennys Corp$1.8M0.01%199,380CommonNONE
405217100HAINHain Celestial Group Inc$1.8M0.01%224,065CommonNONE
084670702BRK/BBerkshire Hathaway Inc Cl B New$1.7M0.01%4,088CommonSOLE
74834L100DGXQuest Diagnostics Inc$1.6M0.01%12,271CommonSOLE
690742101OCOwens Corning New$1.6M0.01%9,725CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$1.6M0.01%13,276CommonSOLE
896215209TRSTrimas Corp New$1.6M0.01%59,750CommonNONE
L72967109OECOrion S.A. Com$1.6M0.01%66,554CommonSOLE
680223104ORIOld Republic Intl Corp$1.6M0.01%50,927CommonSOLE
64110D104NTAPNetapp Inc$1.5M0.01%14,633CommonSOLE
64110L106NFLXNetflix Inc$1.5M0.01%2,495CommonSOLE
00258W108The Aarons Company Inc$1.5M0.01%195,895CommonNONE
00810F106ASLEAersale Corporation$1.4M0.01%197,395CommonNONE
43538H103HLLYHolley Inc$1.3M0.01%300,005CommonNONE
30303M102METAMeta Platforms Inc$1.3M0.01%2,742CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$1.3M0.01%11,635CommonSOLE
68376D104OPRTOportun Financial Corp$1.3M0.01%537,342CommonNONE
68389X105ORCLOracle Corp$1.3M0.01%10,365CommonSOLE
460146103IPInternational Paper Co$1.3M0.01%33,315CommonSOLE
65540B105NDLSUSDNoodles & Co Cl A$1.3M0.01%669,230CommonNONE
30231G102XOMExxon Mobile Corp$1.2M0.01%10,713CommonSOLE
745867101PHMPulte Group Inc$1.2M0.01%9,812CommonSOLE
858119100STLDSteel Dynamics Inc$1.1M0.01%7,748CommonSOLE
038222105AMATApplied Materials Inc$1.1M0.00%5,518CommonSOLE
739276103POWIPower Integrations Inc$1.1M0.00%14,779CommonSOLE
637870106NSANational Storage Affiliates Tr$975,7500.00%24,917CommonSOLE
036752103ELVElevance Health Inc$943,2240.00%1,819CommonSOLE
931142103WMTWal-Mart Inc$934,6810.00%15,534CommonSOLE
91324P102UNHUnitedhealth Group Inc$904,8060.00%1,829CommonSOLE
060505104BACBank Of America Corp$896,4670.00%23,641CommonSOLE
53803X105LOBLive Oak Bancshares Inc$869,8420.00%20,955CommonSOLE
384109104GGGGraco Inc$856,3740.00%9,163CommonSOLE
024013104AATAmerican Assets Tr Inc$840,3580.00%38,355CommonSOLE
46625H100JPMJpmorgan Chase & Co$706,8590.00%3,529CommonSOLE
44980X109IPGPIpg Photonics Corp$705,9310.00%7,784CommonSOLE
00971T101AKAMAkamai Technologies Inc$695,3030.00%6,393CommonSOLE
800422107JBSSSanfilippo John B & Son Inc$623,7630.00%5,889CommonSOLE
458140100INTCIntel Corp$589,9350.00%13,356CommonSOLE
872590104TMUST-Mobile Us Inc$566,7000.00%3,472CommonSOLE
631103108NDAQNasdaq Inc$522,2160.00%8,276CommonSOLE
101137107BSXBoston Scientific Corp$518,8120.00%7,575CommonSOLE
09062X103BIIBBiogen Inc$472,2300.00%2,190CommonSOLE
016255101ALGNAlign Technology Inc$471,5490.00%1,438CommonSOLE
05614L209BWBabcock & Wilcox Enterprises I$464,1110.00%410,718CommonNONE
617446448MSMorgan Stanley$457,9940.00%4,864CommonSOLE
147528103CASYCaseys General Stores Inc$434,0470.00%1,363CommonSOLE
88023U101SGITempur Sealy Intl Inc$424,2180.00%7,466CommonSOLE
464287655IWMIShares Russell 2000 ETF$404,1370.00%1,922CommonSOLE
464287473IWSIShares Russell Midcap V ETF$397,3690.00%3,171CommonSOLE
384802104GWWGrainger W W Inc$373,3490.00%367CommonSOLE
73278L105POOLPool Corp$344,5890.00%854CommonSOLE
G8994E103TTTrane Technologies Plc Shs$342,5280.00%1,141CommonSOLE
718546104PSXPhillips 66$322,7600.00%1,976CommonSOLE
125269100CFCf Industries Holdings Inc$306,8780.00%3,688CommonSOLE
562750109MANHManhattan Associates Inc$299,0250.00%1,195CommonSOLE
46266C105IQVIqvia Holdings Inc$276,6620.00%1,094CommonSOLE
416515104HIGHartford Financial Services Group$275,6590.00%2,675CommonSOLE
670346105NUENucor Corp$274,6850.00%1,388CommonSOLE
316773100FITBFifth Third Bancorp$263,4470.00%7,080CommonSOLE
533900106LECOLincoln Electric Holdings Inc$252,8860.00%990CommonSOLE
45168D104IDXXIdexx Laboratories Inc$242,9690.00%450CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$240,2570.00%1,541CommonSOLE
444859102HUMHumana Inc$235,7700.00%680CommonSOLE
883203101TXTTextron Inc$234,5490.00%2,445CommonSOLE
14149Y108CAHCardinal Health Inc$232,1930.00%2,075CommonSOLE
90384S303ULTAUlta Beauty Inc$219,6100.00%420CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$194,2990.00%8,958CommonSOLE
902681105UGIUgi Corp$189,9890.00%7,742CommonSOLE
49338L103KEYSKeysight Technologies Inc$170,6110.00%1,091CommonSOLE
74251V102PFGPrincipal Financial Group Inc$167,7000.00%1,943CommonSOLE
192446102CTSHCognizant Technology Solutions Cl A$167,1010.00%2,280CommonSOLE
681919106OMCOmnicom Group Inc$162,0730.00%1,675CommonSOLE
922908595VBKVanguard SM Cap Growth ETF$152,4480.00%585CommonSOLE
759351604RGAReinsurance Group Of America Inc$151,4110.00%785CommonSOLE
064058100BKBank New York Mellon Corp$148,6600.00%2,580CommonSOLE
759509102RSReliance Steel & Aluminum Co$136,3450.00%408CommonSOLE
962166104WYWeyerhaeuser Co Mtn Be$128,1990.00%3,570CommonSOLE
285512109EAElectronic Arts Inc$115,4230.00%870CommonSOLE
277432100EMNEastman Chem Co$113,7500.00%1,135CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$111,6100.00%6,295CommonSOLE
889478103TOLToll Brothers Inc$110,7410.00%856CommonSOLE
007973100AEISAdvanced Energy Industries$109,9340.00%1,078CommonSOLE
427866108HSYHershey Co$100,1680.00%515CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$99,1890.00%465CommonSOLE
595017104MCHPMicrochip Technology Inc$95,9900.00%1,070CommonSOLE
00846U101AAgilent Technologies Inc$93,1260.00%640CommonSOLE
830566105SKAASkechers Us A Inc Cl A$90,6650.00%1,480CommonSOLE
12504L109CBRECbre Group Inc Cl A$87,0300.00%895CommonSOLE
592688105MTDMettler Toledo International$85,2030.00%64CommonSOLE
219948106CPAYCorpay Inc$78,6780.00%255CommonSOLE
92840M102VSTVistra Corp$78,0080.00%1,120CommonSOLE
501889208LKQLkq Corp$74,2400.00%1,390CommonSOLE
61945C103MOSMosaic Co$73,0350.00%2,250CommonSOLE
882681109TXRHTexas Roadhouse Inc$70,2840.00%455CommonSOLE
315616102FFIVF5 Inc$65,4090.00%345CommonSOLE
237194105DRIDarden Restaurants Inc$64,8540.00%388CommonSOLE
78473E103SPXCSPX Technologies Inc$62,5340.00%508CommonSOLE
001055102AFLAflac Inc$59,6730.00%695CommonSOLE
833034101SNASnap On Inc$59,2460.00%200CommonSOLE
501044101KRKroger Co$57,7010.00%1,010CommonSOLE
099724106BWABorgwarner Inc$56,6260.00%1,630CommonSOLE
260557103DOWDow Chemical Co$54,1650.00%935CommonSOLE
59522J103MAAMid-America Apartment Communities$52,6320.00%400CommonSOLE
24703L202DELLDell Inc$51,9200.00%455CommonSOLE
398433102GFFGriffon Corporation$49,5550.00%676CommonSOLE
917047102URBNUrban Outfitters Inc$41,3740.00%953CommonSOLE
670837103OGEOge Energy Corp$40,3030.00%1,175CommonSOLE
82489T104SWAVUSDShockwave Med Inc$37,7730.00%116CommonSOLE
039483102ADMArcher Daniels Midland Co$37,6860.00%600CommonSOLE
69888T207PARRPar Pacific Holdings Inc$37,1270.00%1,002CommonSOLE
918090101UTZUTZ Brands Inc CL A$24,7620.00%1,343CommonSOLE
546347105LPXLouisiana Pacific Corp$20,4740.00%244CommonSOLE
338307101FIVNFive9 Inc Com$19,1880.00%309CommonSOLE
78377T107RHPRyman Hospitality Pptys Inc$19,0440.00%165CommonSOLE
640491106NEOGNeogen Corp$18,7310.00%1,187CommonSOLE

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.