MondegarAI
FULLER & THALER ASSET MANAGEMENT, INC.

Q4 2024 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2025-02-14 · accession 0001082327-25-000003

$26.41B
Reported value
606
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 606

CUSIPTickerIssuerValue% port.SharesClassVoting
493267108KEYKeycorp$465.9M1.76%27,183,748CommonSOLE
174610105CFGCitizens Financial Group Inc$423.7M1.60%9,683,111CommonSOLE
388689101GPKGraphic Packaging Holding Co$396.6M1.50%14,600,941CommonSOLE
680033107ONBOld Natl Bancorp Ind$384.7M1.46%17,726,325CommonSOLE
302520101FNBFnb Corp$361.2M1.37%24,439,656CommonSOLE
42250P103DOCHealthpeak Properties Inc$350.0M1.33%17,267,917CommonSOLE
25179M103DVNDevon Energy Corp$340.2M1.29%10,395,225CommonSOLE
00508Y102AYIAcuity Brands Inc$327.5M1.24%1,120,979CommonSOLE
08579W103BERYEURBerry Global Group Inc$302.2M1.14%4,672,549CommonSOLE
29084Q100EMEEmcor Group Inc$301.5M1.14%664,222CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$286.7M1.09%2,652,996CommonSOLE
199908104FIXComfort Systems Usa Inc$275.0M1.04%648,465CommonSOLE
04247X102AWIArmstrong World Industries Inc$270.7M1.02%1,915,064CommonSOLE
001084102AGCOAgco Corp$256.5M0.97%2,744,133CommonSOLE
30161Q104EXELExelixis Inc$254.1M0.96%7,630,940CommonSOLE
093671105HRBH&R Block Inc$248.4M0.94%4,701,896CommonSOLE
808625107SAICScience Applications Intl Corp$244.4M0.93%2,186,547CommonSOLE
488401100KMPRKemper Corp$237.7M0.90%3,577,634CommonSOLE
859241101STRLSterling Contruction Inc$234.8M0.89%1,393,777CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$221.9M0.84%114,077CommonSOLE
24906P109XRAYDentsply Sirona Inc$219.0M0.83%11,539,418CommonSOLE
84857L101SRSpire Inc$218.6M0.83%3,223,155CommonSOLE
44930G107ICUIIcu Medical Inc$216.4M0.82%1,394,678CommonSOLE
626755102MUSAMurphy Usa Inc$210.4M0.80%419,397CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$204.1M0.77%96,604CommonSOLE
902681105UGIUgi Corp$200.4M0.76%7,099,957CommonSOLE
26969P108EXPEagle Materials Inc$192.5M0.73%779,937CommonSOLE
387328107GVAGranite Construction Inc$192.4M0.73%2,193,576CommonSOLE
29977A105EVREvercore Inc Class A$192.0M0.73%692,503CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$191.2M0.72%5,587,090CommonSOLE
69349H107TXNMTXNM Energy Inc Com$189.2M0.72%3,847,266CommonSOLE
91307C102UTHRUnited Therapeutics Corp$188.0M0.71%532,914CommonSOLE
75281A109RRCRange Resources Corp$182.0M0.69%5,057,280CommonSOLE
201723103CMCCommercial Metals Co$179.7M0.68%3,621,983CommonSOLE
29358P101ENSGEnsign Group Inc$179.4M0.68%1,350,432CommonSOLE
76118Y104REZIResideo Technologies Inc$173.2M0.66%7,513,114CommonSOLE
736508847PORPortland Gen Elec Co New$172.7M0.65%3,959,660CommonSOLE
109696104BCOBrinks Co$166.8M0.63%1,797,661CommonSOLE
57667L107MTCHMatch Group Inc$165.7M0.63%5,066,321CommonSOLE
501889208LKQLkq Corp$165.5M0.63%4,504,708CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$163.8M0.62%2,675,972CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$163.1M0.62%3,449,554CommonSOLE
150870103CECelanese Corp$162.3M0.61%2,344,661CommonSOLE
12621E103CNOCno Financial Group Inc$159.5M0.60%4,285,783CommonSOLE
172755100CRUSCirrus Logic Inc$158.0M0.60%1,586,341CommonSOLE
589889104MMSIMerit Med Systems Inc$158.0M0.60%1,633,246CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$155.1M0.59%1,749,627CommonSOLE
680665205OLNOlin Corp Par $1$153.6M0.58%4,543,844CommonSOLE
32051X108FHBFirst Hawaiian Inc$150.7M0.57%5,808,862CommonSOLE
03820C105AITApplied Industrial Technologies Inc$150.4M0.57%627,958CommonSOLE
82900L102SMPLSimply Good Foods Co$148.6M0.56%3,811,128CommonSOLE
G8060N102STSensata Technologies Holding Plc$144.1M0.55%5,260,870CommonSOLE
227046109CROXCrocs Inc$143.3M0.54%1,308,402CommonSOLE
97650W108WTFCWintrust Financial Corp$141.3M0.54%1,133,364CommonSOLE
703481101PTENPatterson-Uti Energy Inc$140.0M0.53%16,954,738CommonSOLE
860630102SFStifel Financial Corp$138.1M0.52%1,301,801CommonSOLE
49803T300KRGKite Realty Group Tr$135.8M0.51%5,379,090CommonSOLE
624756102MLIMueller Industries Inc$135.6M0.51%1,708,209CommonSOLE
86333M108LRNStride Inc$133.7M0.51%1,286,218CommonSOLE
45826H109ITGRInteger Holdings Corp$129.5M0.49%977,172CommonSOLE
20602D101CNXCConcentrix Corp$129.0M0.49%2,981,227CommonSOLE
741623102PRMBPrimo Brands Corporation Class A$129.0M0.49%4,191,809CommonSOLE
29261A100EHCEncompass Health Corp$127.3M0.48%1,378,077CommonSOLE
4315711089HIHillenbrand Inc$126.7M0.48%4,116,444CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$125.8M0.48%1,107,653CommonSOLE
57164Y107VACMarriott Vacations Worldwide C$123.8M0.47%1,378,561CommonSOLE
928881101VNTVontier Corporation Com$121.2M0.46%3,323,491CommonSOLE
938824109WAFDWafd Inc Com$119.2M0.45%3,696,480CommonSOLE
45867G101IDCCInterdigital Inc$118.7M0.45%612,851CommonSOLE
45780R101IBPInstalled Building Prods Inc$118.1M0.45%674,141CommonSOLE
12740C103CADECadence Bank$118.0M0.45%3,425,962CommonSOLE
G50871105JAZZJazz Pharmaceuticals Plc Usd$115.7M0.44%939,351CommonSOLE
35905A109FTDRFrontdoor Inc$113.0M0.43%2,067,575CommonSOLE
05464C101AXONAxon Enterprise Inc$111.8M0.42%188,157CommonSOLE
783549108RRyder Systems Inc$111.3M0.42%709,607CommonSOLE
077454106BDCBelden Inc$111.0M0.42%985,884CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$109.5M0.41%7,135,934CommonSOLE
26484T106DNBDun & Bradstreet Corp New$109.3M0.41%8,772,603CommonSOLE
257651109DCIDonaldson Inc$107.4M0.41%1,594,240CommonSOLE
127055101CBTCabot Corp$107.0M0.41%1,171,553CommonSOLE
835495102SONSonoco Prods Co$102.7M0.39%2,102,190CommonSOLE
302081104EXLSExlservice Holdings Inc$102.6M0.39%2,311,556CommonSOLE
008252108AMGAffiliated Managers Group Inc$102.5M0.39%554,109CommonSOLE
410345102HN9Hanesbrands Inc$102.0M0.39%12,536,586CommonSOLE
410120109HWCHancock Whitney Corporation$101.5M0.38%1,854,091CommonSOLE
880779103TEXTerex Corp$99.4M0.38%2,150,673CommonSOLE
70202L102PSNParsons Corp$98.6M0.37%1,069,175CommonSOLE
410867105THGHanover Insurance Group Inc$96.7M0.37%625,527CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$96.1M0.36%608,521CommonSOLE
477839104JBTMJBT Marel Corporation Com$95.6M0.36%751,809CommonSOLE
G0585R106AGOAssured Guaranty Ltd$95.4M0.36%1,059,691CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$95.1M0.36%1,344,737CommonSOLE
G48833118WFRDWeatherford Intl Plc$93.3M0.35%1,303,007CommonSOLE
577933104MMSMaximus Inc$92.2M0.35%1,234,933CommonSOLE
887389104TKRTimken Co$91.7M0.35%1,285,013CommonSOLE
92343X100VTYVerint Systems Inc$91.2M0.35%3,321,366CommonSOLE
343498101FLOFlowers Foods Inc$90.5M0.34%4,381,444CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$89.2M0.34%3,932,279CommonSOLE
440327104HMNHorace Mann Educators Corp$88.8M0.34%2,263,693CommonSOLE
70509V100PEBPebblebrook Hotel Tr$88.7M0.34%6,546,420CommonSOLE
50050N103KTBKontoor Brands Inc$88.6M0.34%1,037,453CommonSOLE
403949100DINOHf Sinclair Corporation$87.9M0.33%2,507,149CommonSOLE
26622P107DOCSDoximity Inc Cl A$84.3M0.32%1,579,708CommonSOLE
926400102VSCOVictorias Secret And Co Common$84.3M0.32%2,035,460CommonSOLE
G6564A105NOMDNomad Foods Ltd Usd Ord$84.0M0.32%5,005,269CommonSOLE
92645B103VCTRVictory Cap Holdings Inc Cl A$83.7M0.32%1,278,638CommonSOLE
228368106CCKCrown Holdings Inc$83.7M0.32%1,011,835CommonSOLE
360271100FULTFulton Financial Corp Pa$83.3M0.32%4,321,387CommonSOLE
29415F104NVSTEnvista Holdings Corporation$82.9M0.31%4,299,870CommonSOLE
43940T109HOPEHope Bancorp Inc$82.8M0.31%6,734,784CommonSOLE
750236101RDNRadian Group Inc$82.1M0.31%2,588,022CommonSOLE
63001N106NATLNcr Atleos Corporation$81.3M0.31%2,396,941CommonSOLE
62886E108VYXNcr Voyix Corporation Com$80.8M0.31%5,837,304CommonSOLE
57686G105MATXMatson Inc$80.6M0.31%597,499CommonSOLE
515098101LSTRLandstar Systems Inc$80.5M0.30%468,603CommonSOLE
G3922B107GGenpact Limited$80.0M0.30%1,862,523CommonSOLE
919794107VLYValley National Bancorp$78.3M0.30%8,638,714CommonSOLE
743312100PRGSProgress Software Corp$78.2M0.30%1,201,070CommonSOLE
204166102CVLTCommvault Systems Inc$78.1M0.30%517,273CommonSOLE
092113109BKHBlack Hills Corp$77.8M0.29%1,328,852CommonSOLE
314211103FHIFederated Hermes Inc Cl B$77.6M0.29%1,888,263CommonSOLE
45827U109INTAIntapp Inc$76.7M0.29%1,197,486CommonSOLE
607828100MODModine Manufacturing Co$76.7M0.29%661,840CommonSOLE
705573103PEGAPegasystems Inc$75.3M0.29%807,671CommonSOLE
68404L201OPCHOption Care Health Inc New$74.6M0.28%3,215,433CommonSOLE
989701107ZIONZions Bancorporation Na$73.5M0.28%1,354,475CommonSOLE
624758108MWAMueller Water Products Inc Ser A$73.1M0.28%3,248,990CommonSOLE
397624107GEFGreif Inc Cl A$73.0M0.28%1,195,126CommonSOLE
92538J106VERXVertex Inc Cl A$71.4M0.27%1,337,758CommonSOLE
55024U109LITELumentum Holdings Inc$70.4M0.27%838,289CommonSOLE
26856L103ELFE L F Beauty Inc$70.4M0.27%560,371CommonSOLE
28035Q102EPCEdgewell Pers Care Co$70.2M0.27%2,087,906CommonSOLE
127190304CACICaci International Inc Cl A$70.1M0.27%173,410CommonSOLE
04626A103ALABAstera Laboratories Inc$67.3M0.25%508,373CommonSOLE
674215207CHRDChord Energy Corp Com New$66.2M0.25%566,363CommonSOLE
070830104BBWIBath & Body Works Inc$66.2M0.25%1,706,425CommonSOLE
144285103CRSCarpenter Technology Corp$66.0M0.25%388,900CommonSOLE
20717M1038QRConfluent Inc Class A$64.7M0.24%2,312,506CommonSOLE
358039105FRPTFreshpet Inc$64.6M0.24%436,400CommonSOLE
827048109SLGNSilgan Holdings Inc$64.1M0.24%1,231,693CommonSOLE
816850101SMTCSemtech Corp$63.4M0.24%1,024,768CommonSOLE
74164M108PRIPrimerica Inc$62.6M0.24%230,736CommonSOLE
000957100ABMAbm Industries Inc$62.4M0.24%1,219,250CommonSOLE
09227Q100BLKBBlackbaud Inc$62.3M0.24%843,117CommonSOLE
76156B107RVLVRevolve Group Inc Cl A$62.2M0.24%1,857,671CommonSOLE
093712107BEBloom Energy Corp Cl A$62.0M0.23%2,790,111CommonSOLE
109641100EATBrinker Intl Inc$61.9M0.23%468,134CommonSOLE
74164F103PRIMPrimoris Services Corp$61.3M0.23%802,932CommonSOLE
40131M109GHGuardant Health Inc$60.6M0.23%1,984,586CommonSOLE
917047102URBNUrban Outfitters Inc$60.1M0.23%1,094,731CommonSOLE
379577208GMEDGlobus Med Inc Cl A$59.8M0.23%723,401CommonSOLE
207410101CNMDConmed Corp$59.0M0.22%862,744CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$58.6M0.22%461,422CommonSOLE
126349109CSNCsg Systems Intl Inc$58.3M0.22%1,141,159CommonSOLE
G3730V105FTAIFtai Aviation Ltd$56.8M0.22%394,489CommonSOLE
946784105WAYWaystar Holding Corp$56.8M0.22%1,547,805CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$56.6M0.21%1,507,806CommonSOLE
26603R106DUOLDuolingo Inc Cl A$56.3M0.21%173,782CommonSOLE
146229109CRICarters Inc$56.1M0.21%1,034,357CommonSOLE
090043100BILLBill Holdings Inc$55.7M0.21%658,040CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$55.1M0.21%1,052,203CommonSOLE
50077B207KTOSKratos Defense & Sec Solutions$54.8M0.21%2,079,022CommonSOLE
48123V102ZDZiff Davis Inc$54.8M0.21%1,007,893CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$54.7M0.21%538,807CommonSOLE
15677J108DAYDayforce Inc$54.7M0.21%752,406CommonSOLE
11373M107BB3Brookline Bancorp Inc$54.5M0.21%4,620,642CommonSOLE
G037AX101AMBAAmbarella Inc$52.8M0.20%725,467CommonSOLE
25402D102DOCNDigitalocean Holdings Inc$52.7M0.20%1,545,642CommonSOLE
751212101RLRalph Lauren Corp Cl A$51.7M0.20%223,754CommonSOLE
07831C103BRBRBellring Brands Inc Common Stock$51.5M0.20%684,069CommonSOLE
57638P104MBCMasterbrand Inc Common Stock$51.2M0.19%3,501,877CommonSOLE
55345K10337MMRC Global Inc$51.1M0.19%3,998,825CommonSOLE
002896207ANFAbercrombie & Fitch Co Cl A$51.1M0.19%341,640CommonSOLE
338307101FIVNFive9 Inc$51.1M0.19%1,256,412CommonSOLE
589378108MRCYMercury Systems Inc$50.5M0.19%1,202,667CommonSOLE
126600105CVBFCvb Financial Corp$50.0M0.19%2,334,354CommonSOLE
358054104FRSHFreshworks Inc Class A$49.9M0.19%3,088,800CommonSOLE
457187102INGRIngredion Inc$49.7M0.19%361,153CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$49.1M0.19%1,825,811CommonSOLE
600544100MLKNMillerknoll Inc$48.8M0.18%2,158,760CommonSOLE
G8726X106TNKTeekay Tankers Ltd Cl A$48.6M0.18%1,220,676CommonSOLE
42226A107HQYHealthequity Inc$48.2M0.18%502,572CommonSOLE
05478C105AZEKAzek Co Inc Cl A$48.2M0.18%1,014,781CommonSOLE
37637K108GTLBGitlab Inc Class A$46.7M0.18%829,621CommonSOLE
904708104UNFUnifirst Corp Ma$46.5M0.18%271,851CommonSOLE
737446104POSTPost Holdings Inc$46.0M0.17%402,272CommonSOLE
N14506104ESTCElastic Nv Ord$46.0M0.17%464,582CommonSOLE
29272W109ENREnergizer Holdings Inc$46.0M0.17%1,318,974CommonSOLE
904311107UAAUnder Armour Inc Cl A$45.8M0.17%5,528,935CommonSOLE
03783C100APPFAppfolio Inc Cl A$45.7M0.17%185,132CommonSOLE
87901J105TGNATegna Inc$45.1M0.17%2,464,544CommonSOLE
33829M101FIVEFive Below Inc$44.7M0.17%426,135CommonSOLE
398433102GFFGriffon Corp$44.5M0.17%624,457CommonSOLE
45332Y109NARIUSDInari Med Inc$44.4M0.17%870,633CommonSOLE
91680M107UPSTUpstart Holdings Inc$43.7M0.17%709,705CommonSOLE
457730109INSPInspire Med Systems Inc$43.1M0.16%232,388CommonSOLE
224408104CRCrane Company Common Stock$43.0M0.16%283,321CommonSOLE
258278100DORMDorman Prods Inc$42.5M0.16%328,020CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$42.4M0.16%887,852CommonSOLE
099406100BOOTBoot Barn Holdings Inc$42.2M0.16%278,061CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$42.1M0.16%1,132,926CommonSOLE
505336107LZBLa-Z-Boy Inc$41.8M0.16%960,023CommonSOLE
553530106MSMMsc Industrial Direct Inc Cl A$41.6M0.16%556,892CommonSOLE
099724106BWABorgwarner Inc$41.3M0.16%1,299,057CommonSOLE
198516106COLMColumbia Sportswear Co$41.1M0.16%489,629CommonSOLE
53190C102LTHLife Time Group Holdings Inc Common$40.9M0.15%1,850,303CommonSOLE
302941109FCNFti Consulting Inc$39.8M0.15%208,143CommonSOLE
G3075P101ESGRUSDEnstar Group Limited$39.6M0.15%122,943CommonSOLE
880345103TNCTennant Co$39.5M0.15%484,625CommonSOLE
47580P103JELDJeld-Wen Holding Inc$39.0M0.15%4,765,670CommonSOLE
497266106KEXKirby Corp$39.0M0.15%368,613CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$38.7M0.15%1,351,880CommonSOLE
30040P103EVTCEvertec Inc$38.7M0.15%1,121,562CommonSOLE
420261109HWKNHawkins Inc$38.6M0.15%314,423CommonSOLE
87165B103SYFSynchrony Financial$37.8M0.14%581,293CommonSOLE
896288107TNETTrinet Group Inc$37.8M0.14%415,970CommonSOLE
184496107CLHClean Harbors Inc$37.1M0.14%161,365CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$36.6M0.14%2,161,600CommonSOLE
37253A103THRMGentherm Inc$36.3M0.14%909,739CommonSOLE
466313103JBLJabil Inc$35.5M0.13%246,662CommonSOLE
50060P106KOPKoppers Holdings Inc$35.3M0.13%1,090,427CommonSOLE
04621X108AIZAssurant Inc$34.4M0.13%161,172CommonSOLE
854231107SXIStandex Intl Corp$34.2M0.13%183,115CommonSOLE
489170100KMTKennametal Inc$34.1M0.13%1,420,115CommonSOLE
89055F103BLDTopbuild Corp$34.1M0.13%109,387CommonSOLE
577081102MATMattel Inc$33.9M0.13%1,914,369CommonSOLE
58506Q109MEDPMedpace Holdings Inc$33.8M0.13%101,731CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$33.8M0.13%1,522,284CommonSOLE
801056102SANMSanmina Corporation$33.6M0.13%444,242CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$33.0M0.13%915,859CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc Com$32.0M0.12%556,382CommonSOLE
05945F103BANFBancfirst Corp$31.8M0.12%271,267CommonSOLE
11135E203BNLBroadstone Net Lease Inc$31.4M0.12%1,980,649CommonSOLE
224441105CXTCrane Nxt Co Com$31.3M0.12%537,035CommonSOLE
37940X102GPNGlobal Payments Inc$29.6M0.11%264,271CommonSOLE
668074305NWENorthwestern Corp New$29.4M0.11%549,848CommonSOLE
114340102AZTAAzenta Inc$29.3M0.11%586,347CommonSOLE
443320106HUBGHub Group Inc Cl A$29.2M0.11%655,822CommonSOLE
G5509L101LIVNLivanova Plc$28.7M0.11%620,111CommonSOLE
65290E101NXTNextracker Inc Class A$28.2M0.11%773,183CommonSOLE
G2717B108Cushman Wakefield Plc$28.0M0.11%2,136,991CommonSOLE
243537107DECKDeckers Outdoor Corp$27.2M0.10%133,969CommonSOLE
860372101STCStewart Information Services Corp$26.8M0.10%397,005CommonSOLE
05329W102ANAutonation Inc$26.5M0.10%155,821CommonSOLE
754907103RYNRayonier Inc$26.2M0.10%1,002,847CommonSOLE
88162F105TTITetra Technologies Inc$25.9M0.10%7,236,795CommonSOLE
31620M106FISFidelity Natl Information Services$25.1M0.09%310,191CommonSOLE
729132100PLXSPlexus Corp$24.7M0.09%158,150CommonSOLE
16208T102CLDTChatham Lodging Tr$24.1M0.09%2,689,996CommonSOLE
G81276100SIGSignet Jewelers Limited$23.8M0.09%295,421CommonSOLE
01988P108MDRXVeradigm Inc$23.7M0.09%2,427,304CommonSOLE
55939A107MAGNMagnera Corp$23.7M0.09%1,301,991CommonSOLE
Y41053102INSWInternational Seaways Inc$23.4M0.09%649,992CommonSOLE
76009N100UPBDUpbound Group Inc$23.3M0.09%799,757CommonSOLE
256677105DGDollar General Corp$22.9M0.09%302,665CommonSOLE
014491104ALEXAlexander & Baldwin Inc$21.8M0.08%1,230,941CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$21.8M0.08%348,098CommonSOLE
06417N103OZKBank Ozk$21.7M0.08%486,428CommonSOLE
053807103AVTAvnet Inc$21.6M0.08%412,279CommonSOLE
464287648IWOIShares Russell 2000 Grwth ETF$20.8M0.08%72,244CommonSOLE
16359R103CHEChemed Corp$19.7M0.07%37,224CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$19.7M0.07%691,868CommonSOLE
116794108BRKRBruker Corp$19.6M0.07%334,534CommonSOLE
511656100LKFNLakeland Financial Corp$19.5M0.07%282,926CommonSOLE
628778102NBTBNbt Bancorp Inc$19.3M0.07%405,108CommonSOLE
609027107MCRIMonarch Casino & Resort Inc$19.3M0.07%245,194CommonSOLE
830566105SKAASkechers Us A Inc Cl A$19.1M0.07%284,551CommonSOLE
024061103DCHAmerican Axle & Manufacturing$18.9M0.07%3,241,853CommonSOLE
103304101BYDBoyd Gaming Corp$18.8M0.07%259,394CommonSOLE
020764106AMRAlpha Metallurgical Resource Inc$18.1M0.07%90,283CommonSOLE
191098102COKECoca-Cola Cons Inc$17.9M0.07%14,189CommonSOLE
278642103EBAYEbay Inc$17.9M0.07%288,406CommonSOLE
12008R107BLDRBuilders Firstsource Inc$17.4M0.07%121,465CommonSOLE
941848103WATWaters Corp$17.2M0.07%46,461CommonSOLE
464287655IWMIShares Russell 2000 ETF$17.0M0.06%77,124CommonSOLE
371901109GNTXGentex Corp$16.9M0.06%586,682CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$16.8M0.06%102,425CommonSOLE
778296103ROSTRoss Stores Inc$16.8M0.06%111,094CommonSOLE
67103H107ORLYOreilly Automotive Inc$16.5M0.06%13,907CommonSOLE
05368V106AVNTAvient Corporation$16.1M0.06%394,565CommonSOLE
493732101KFRCKforce Inc$16.0M0.06%282,384CommonSOLE
256746108DLTRDollar Tree Inc$15.2M0.06%202,699CommonSOLE
172908105CTASCintas Corp$15.0M0.06%82,157CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$14.9M0.06%41,160CommonSOLE
14040H105COFCapital One Financial Corp$14.4M0.05%80,806CommonSOLE
03852U106ARMKAramark$14.3M0.05%383,078CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$14.2M0.05%36,676CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$14.0M0.05%218,768CommonSOLE
G4388N106HELEHelen Of Troy Ltd$14.0M0.05%234,049CommonSOLE
701094104PHParker-Hannifin Corp$14.0M0.05%21,994CommonSOLE
880770102TERTeradyne Inc$13.1M0.05%104,034CommonSOLE
512807306LRCXLam Research Corp New$12.7M0.05%175,765CommonSOLE
482480100KLACKla Corp New$12.3M0.05%19,441CommonSOLE
570535104MKLMarkel Corp$12.0M0.05%6,963CommonSOLE
574599106MASMasco Corp$12.0M0.05%165,590CommonSOLE
37959E102GLGlobe Life Inc$11.8M0.04%105,753CommonSOLE
16411R208LNGCheniere Energy Inc New$11.5M0.04%53,472CommonSOLE
689648103OTTROtter Tail Corp$11.4M0.04%154,562CommonSOLE
449172105HYHyster-Yale Inc$11.1M0.04%218,061CommonSOLE
87265H109T86Tri Pointe Homes Inc$10.7M0.04%295,606CommonSOLE
829933100SIRISiriusxm Holdings Inc Common Stock$10.7M0.04%469,863CommonSOLE
278865100ECLEcolab Inc$10.4M0.04%44,315CommonSOLE
G8267P108SWSmurfit Westrock Plc$10.3M0.04%190,906CommonSOLE
143130102KMXCarmax Inc$10.2M0.04%124,372CommonSOLE
G5005R107JRVRJames Riv Group Ltd$10.0M0.04%2,046,299CommonSOLE
27579R104EWBCEast West Bancorp Inc$9.8M0.04%102,631CommonSOLE
G51502105JCIJohnson Controls Intl Plc$9.8M0.04%123,632CommonSOLE
031162100AMGNAmgen Inc$9.6M0.04%36,971CommonSOLE
89400J107TRUTransunion$9.2M0.03%99,506CommonSOLE
260557103DOWDow Chemical Co$9.1M0.03%226,327CommonSOLE
N53745100LYBLyondellbasell Industries Nv - A -$9.0M0.03%121,264CommonSOLE
504922105LHLabcorp Holdings Inc$8.8M0.03%38,390CommonSOLE
907818108UNPUnion Pacific Corp$8.8M0.03%38,439CommonSOLE
34959E109FTNTFortinet Inc$8.7M0.03%91,830CommonSOLE
11120U105BRXBrixmor Property Group Inc$8.4M0.03%301,185CommonSOLE
254543101DIODDiodes Inc$8.3M0.03%134,198CommonSOLE
67066G104NVDANvidia Corporation$7.8M0.03%57,807CommonSOLE
03027X100AMTAmerican Tower Corp$7.4M0.03%40,547CommonSOLE
15189T107CNPCenterpoint Energy Inc$7.4M0.03%233,372CommonSOLE
049560105ATOAtmos Energy Corp$7.3M0.03%52,454CommonSOLE
949746101WMT2Wells Fargo Co$7.1M0.03%101,463CommonSOLE
464287473IWSIShares Russell Midcap V ETF$7.1M0.03%54,711CommonSOLE
55261F104MTBM & T Bank Corp$6.4M0.02%33,818CommonSOLE
037833100AAPLApple Inc$5.7M0.02%22,741CommonSOLE
71363P106PRDOPerdoceo Ed Corp$5.5M0.02%208,608CommonSOLE
594918104MSFTMicrosoft Corp$5.2M0.02%12,295CommonSOLE
824348106SHWSherwin Williams Co$5.1M0.02%15,056CommonSOLE
92345Y106VRSKVerisk Analytics Inc$5.0M0.02%18,061CommonSOLE
127097103CTRACoterra Energy Inc$4.9M0.02%191,468CommonSOLE
36467J108GLPIGaming & Leisure Properties Inc$4.7M0.02%97,385CommonSOLE
513847103MZTILancaster Colony Corp$4.3M0.02%24,593CommonSOLE
760759100RSGRepublic Services Inc$4.1M0.02%20,485CommonSOLE
031100100AMEAmetek Inc$4.1M0.02%22,856CommonSOLE
74460D109PSAPublic Storage$4.1M0.02%13,608CommonSOLE
G02602103DOXAmdocs Ltd$4.0M0.02%47,433CommonSOLE
680223104ORIOld Republic Intl Corp$3.9M0.01%108,224CommonSOLE
023135106AMZNAmazon.Com Inc$3.8M0.01%17,401CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$3.7M0.01%19,413CommonSOLE
74834L100DGXQuest Diagnostics Inc$3.6M0.01%23,822CommonSOLE
78467J100SSNCSs&C Technologies Holdings Inc$3.6M0.01%47,220CommonSOLE
806407102HSICHenry Schein Inc$3.3M0.01%48,189CommonSOLE
024013104AATAmerican Assets Tr Inc$3.2M0.01%123,324CommonSOLE
460146103IPInternational Paper Co$3.2M0.01%59,400CommonSOLE
64110D104NTAPNetapp Inc$3.2M0.01%27,288CommonSOLE
018802108LNTAlliant Energy Corp$3.1M0.01%51,824CommonSOLE
776696106ROPRoper Technologies Inc$3.0M0.01%5,853CommonSOLE
723484101PNWPinnacle West Cap Corp$3.0M0.01%34,905CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$2.9M0.01%19,880CommonSOLE
281020107EIXEdison Intl$2.9M0.01%36,853CommonSOLE
15135B101CNCCentene Corp$2.9M0.01%48,439CommonSOLE
L72967109OECOrion S.A. Com$2.9M0.01%183,044CommonSOLE
525327102LDOSLeidos Holdings Inc$2.8M0.01%19,113CommonSOLE
92936U109WPCWp Carey Inc$2.7M0.01%49,997CommonSOLE
690742101OCOwens Corning New$2.6M0.01%15,467CommonSOLE
532457108LLYLilly Eli & Co$2.5M0.01%3,267CommonSOLE
125896100CMSCms Energy Corp$2.4M0.01%36,496CommonSOLE
384109104GGGGraco Inc$2.4M0.01%28,198CommonSOLE
637870106NSANational Storage Affiliates Tr$2.4M0.01%62,243CommonSOLE
29430C102VSTSVestis Corporation$2.3M0.01%149,382CommonSOLE
G8994E103TTTrane Technologies Plc Shs$2.3M0.01%6,140CommonSOLE
G0176J109ALLEAllegion Plc$2.2M0.01%17,093CommonSOLE
64110L106NFLXNetflix Inc$2.2M0.01%2,495CommonSOLE
416515104HIGHartford Finl Svcs Group Inc Com$2.2M0.01%19,971CommonSOLE
447011107HUNHuntsman Corp$2.2M0.01%120,250CommonSOLE
05550J101BJBjs Wholesale Club Inc$2.2M0.01%24,205CommonSOLE
231021106CMICummins Inc$2.0M0.01%5,834CommonSOLE
00971T101AKAMAkamai Technologies Inc$2.0M0.01%21,157CommonSOLE
53803X105LOBLive Oak Bancshares Inc$2.0M0.01%50,790CommonSOLE
464287689IWVIShares TR Russell 3000$2.0M0.01%5,910CommonSOLE
739276103POWIPower Integrations Inc$1.9M0.01%31,114CommonSOLE
147528103CASYCaseys General Stores Inc$1.9M0.01%4,822CommonSOLE
74727A104QCRHQcr Holdings Inc$1.9M0.01%23,468CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B New$1.9M0.01%4,088CommonSOLE
922908595VBKVanguard Sm Cap Growth ETF$1.8M0.01%6,494CommonSOLE
315616102FFIVF5 Inc$1.8M0.01%7,191CommonSOLE
115236101BROBrown & Brown Inc$1.8M0.01%17,590CommonSOLE
693506107PPGPpg Industries Inc$1.8M0.01%15,000CommonSOLE
501044101KRKroger Co$1.8M0.01%28,998CommonSOLE
68389X105ORCLOracle Corp$1.7M0.01%10,365CommonSOLE
745867101PHMPulte Group Inc$1.7M0.01%15,380CommonSOLE
30303M102METAMeta Platforms Inc$1.7M0.01%2,843CommonSOLE
384802104GWWGrainger W W Inc$1.6M0.01%1,551CommonSOLE
436440101HO1Hologic Inc$1.6M0.01%22,665CommonSOLE
44980X109IPGPIpg Photonics Corp$1.6M0.01%22,080CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$1.6M0.01%14,336CommonSOLE
12504L109CBRECbre Group Inc Cl A$1.5M0.01%11,700CommonSOLE
29089Q105EBSEmergent Biosolutions Inc$1.5M0.01%156,065CommonSOLE
90384S303ULTAUlta Beauty Inc$1.5M0.01%3,430CommonSOLE
83088M102SWKSSkyworks Solutions Inc$1.5M0.01%16,646CommonSOLE
00846U101AAgilent Technologies Inc$1.5M0.01%10,902CommonSOLE
285512109EAElectronic Arts Inc$1.5M0.01%9,975CommonSOLE
931142103WMTWal-Mart Inc$1.4M0.01%15,534CommonSOLE
882681109TXRHTexas Roadhouse Inc$1.4M0.01%7,767CommonSOLE
800422107JBSSSanfilippo John B & Son Inc$1.4M0.01%15,911CommonSOLE
55354G100MSCIMsci Inc$1.3M0.01%2,245CommonSOLE
05722G100BKRBaker Hughes Company Cl A$1.3M0.01%32,340CommonSOLE
858119100STLDSteel Dynamics Inc$1.3M0.00%11,444CommonSOLE
88339P101REALThe Realreal Inc$1.3M0.00%115,916CommonSOLE
219948106CPAYCorpay Inc$1.2M0.00%3,647CommonSOLE
562750109MANHManhattan Associates Inc$1.2M0.00%4,545CommonSOLE
237194105DRIDarden Restaurants Inc$1.2M0.00%6,305CommonSOLE
30231G102XOMExxon Mobile Corp$1.2M0.00%10,761CommonSOLE
316773100FITBFifth Third Bancorp$1.1M0.00%25,975CommonSOLE
060505104BACBank Of America Corp$1.0M0.00%23,641CommonSOLE
09062X103BIIBBiogen Inc$1.0M0.00%6,788CommonSOLE
651718504NPKINPK International Inc Com SHS$1.0M0.00%132,770CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1.0M0.00%46,890CommonSOLE
592688105MTDMettler Toledo International$969,1550.00%792CommonSOLE
46266C105IQVIqvia Holdings Inc$935,1910.00%4,759CommonSOLE
91324P102UNHUnitedhealth Group Inc$925,2180.00%1,829CommonSOLE
88023U101SGITempur Sealy Intl Inc Com$893,7750.00%15,766CommonSOLE
038222105AMATApplied Materials Inc$891,2120.00%5,480CommonSOLE
576485205MTDRMatador Resources Co$880,7500.00%15,655CommonSOLE
14149Y108CAHCardinal Health Inc$874,0150.00%7,390CommonSOLE
229899109CFRCullen Frost Bankers Inc$872,0030.00%6,495CommonSOLE
46625H100JPMJpmorgan Chase & Co$845,9370.00%3,529CommonSOLE
978097103WWWWolverine World Wide Inc$842,1570.00%37,935CommonSOLE
532746104LMNRLimoneira Co$831,2730.00%33,985CommonSOLE
911163103UNFIUnited Natural Foods Inc$817,8800.00%29,948CommonSOLE
733245104PRCHPorch Group Inc$802,8210.00%163,175CommonSOLE
889478103TOLToll Brothers Inc$799,9080.00%6,351CommonSOLE
92840M102VSTVistra Corp$794,8210.00%5,765CommonSOLE
10948C107BVBrightview Holdings Inc$781,0320.00%48,845CommonSOLE
872590104TMUST-Mobile Us Inc$766,3750.00%3,472CommonSOLE
371532102GCOGenesco Inc$766,2940.00%17,925CommonSOLE
60871R209TAPMolson Coors Beverage Co Cl B$763,7890.00%13,325CommonSOLE
142339100CSLCarlisle Cos Inc$759,0730.00%2,058CommonSOLE
900450206TBCHTurtle Beach Corp New$741,8200.00%42,855CommonSOLE
782011100RSIRush Street Interactive Inc$733,6770.00%53,475CommonSOLE
759509102RSReliance Steel & Aluminum Co$726,4630.00%2,698CommonSOLE
73278L105POOLPool Corp$703,7000.00%2,064CommonSOLE
311642102FAROFaro Technologies Inc$699,4290.00%27,580CommonSOLE
98423J101XPERXperi Inc.$682,8520.00%66,490CommonSOLE
101137107BSXBoston Scientific Corp$676,5990.00%7,575CommonSOLE
036752103ELVElevance Health Inc$671,0290.00%1,819CommonSOLE
533900106LECOLincoln Electric Holdings Inc$652,5830.00%3,481CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$630,9990.00%2,553CommonSOLE
192446102CTSHCognizant Technology Solutions Cl A$622,1210.00%8,090CommonSOLE
89455T109TMCITreace Med Concepts Inc$619,6400.00%83,285CommonSOLE
75321W103PACKRanpak Holdings Corp Cl A$617,4460.00%89,745CommonSOLE
635309206NCMINational Cinemedia Inc New$617,3540.00%92,975CommonSOLE
82489W107SHLSShoals Technologies Group Inc Cl A$615,8760.00%111,370CommonSOLE
64110Y108NLOPNet Lease Office Properties$614,3690.00%19,685CommonSOLE
617446448MSMorgan Stanley$611,5020.00%4,864CommonSOLE
125269100CFCf Industries Holdings Inc$610,7210.00%7,158CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$603,2760.00%3,729CommonSOLE
231561101CWCurtiss Wright Corp$590,5040.00%1,664CommonSOLE
46005L101IMXIInternational Mny Express Inc$576,9910.00%27,700CommonSOLE
52603A208LCLendingclub Corp New$574,7450.00%35,500CommonSOLE
00164V103AMCXAmc Networks Inc Cl A$573,8040.00%57,960CommonSOLE
89785L1075TCTruecar Inc$568,3440.00%152,371CommonSOLE
064058100BKBank New York Mellon Corp$564,7010.00%7,350CommonSOLE
98888T107ZIMVZimvie Inc$562,3250.00%40,310CommonSOLE
00486H105ADTNAdtran Holdings Inc$544,5440.00%65,371CommonSOLE
913915104UTIUniversal Technical Inst Inc$540,2960.00%21,015CommonSOLE
09352U108BLNDBlend Laboratories Inc Cl A$537,0280.00%127,560CommonSOLE
92852X103VTSVitesse Energy Inc Common Stock$535,0250.00%21,401CommonSOLE
156727109CRNCCerence Inc$533,2510.00%67,930CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$529,3860.00%45,874CommonSOLE
896818101TG7Triumph Group Inc$524,1590.00%28,090CommonSOLE
82312B106SHENShenandoah Telecommunications$518,2710.00%41,100CommonSOLE
23204X103CTOSCustom Truck One Source Inc Cl A$513,2270.00%106,700CommonSOLE
G87110105FTITechnipfmc Plc$505,8710.00%17,480CommonSOLE
550021109LULULululemon Athletica Inc$504,7810.00%1,320CommonSOLE
138103106UTE0Cantaloupe Inc$502,0520.00%52,792CommonSOLE
206787103CNDTConduent Inc$500,8750.00%123,979CommonSOLE
53635B107LQDTLiquidity Services Inc$497,1050.00%15,395CommonSOLE
75689M101RRGBRed Robin Gourmet Burgers Inc$493,2490.00%89,845CommonSOLE
14167L103CDNACaredx Inc$492,9650.00%23,025CommonSOLE
25400W102APPSDigital Turbine Inc New$490,4380.00%290,200CommonSOLE
277432100EMNEastman Chem Co$488,5620.00%5,350CommonSOLE
422347104HTLDHeartland Express Inc$488,1260.00%43,505CommonSOLE
54738L109LOVELovesac Company$485,4560.00%20,518CommonSOLE
029683109AMSWAUSDLogility Supply Chain Solution Com$477,4370.00%43,090CommonSOLE
464287887IJTIShares Small Cap 600 G ETF$464,2650.00%3,430CommonSOLE
04523Y105ASPNAspen Aerogels Inc$453,8160.00%38,200CommonSOLE
77664L207ROOTRoot Inc Cl A$441,3470.00%6,080CommonSOLE
31154R109FPIFarmland Partners Inc$430,0040.00%36,565CommonSOLE
11040G103VTOLBristow Group Inc$414,6870.00%12,090CommonSOLE
892231101TSQTownsquare Media Inc Cl A$412,6410.00%45,395CommonSOLE
128246105CVGWCalavo Growers Inc$411,5700.00%16,140CommonSOLE
003881307ACTGAcacia Research Corp$409,3710.00%94,325CommonSOLE
759351604RGAReinsurance Group Of America Inc$405,8970.00%1,900CommonSOLE
98379L100XPELXpel Inc$395,6060.00%9,905CommonSOLE
962166104WYWeyerhaeuser Co Mtn Be$390,7220.00%13,880CommonSOLE
527064109Leslies Inc$378,3530.00%169,665CommonSOLE
761152107RMDResmed Inc$373,4510.00%1,633CommonSOLE
016255101ALGNAlign Technology Inc$371,1480.00%1,780CommonSOLE
681919106OMCOmnicom Group Inc$360,9380.00%4,195CommonSOLE
74766Q101QTRXQuanterix Corp$360,8350.00%33,945CommonSOLE
69354N106PRAAPra Group Inc$359,3920.00%17,204CommonSOLE
393222104GPREGreen Plains Inc$355,3100.00%37,480CommonSOLE
860897107SFIXStitch Fix Inc Cl A$353,6790.00%82,060CommonSOLE
27923Q109ECVTEcovyst Inc$349,8740.00%45,795CommonSOLE
83193G107SMRTSmartRent Inc$341,7490.00%195,285CommonSOLE
001055102AFLAflac Inc$334,6280.00%3,235CommonSOLE
24703L202DELLDell Inc$327,2820.00%2,840CommonSOLE
896215209TRSTrimas Corp New$321,1450.00%13,060CommonSOLE
59522J103MAAMid-America Apartment Communities$312,2310.00%2,020CommonSOLE
883203101TXTTextron Inc$310,1670.00%4,055CommonSOLE

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.