MondegarAI
FULLER & THALER ASSET MANAGEMENT, INC.

Q1 2025 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2025-05-13 · accession 0001082327-25-000011

$25.75B
Reported value
596
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 596

CUSIPTickerIssuerValue% port.SharesClassVoting
493267108KEYKeycorp$487.9M1.89%30,511,720CommonSOLE
174610105CFGCitizens Financial Group Inc$425.3M1.65%10,380,605CommonSOLE
680033107ONBOld Natl Bancorp Ind$380.2M1.48%17,942,513CommonSOLE
388689101GPKGraphic Packaging Holding Co$379.4M1.47%14,615,607CommonSOLE
42250P103DOCHealthpeak Properties Inc$372.0M1.44%18,397,841CommonSOLE
08579W103BERYEURBerry Global Group Inc$337.1M1.31%4,828,146CommonSOLE
302520101FNBFnb Corp$326.8M1.27%24,297,349CommonSOLE
00508Y102AYIAcuity Inc Com$300.2M1.17%1,139,857CommonSOLE
30161Q104EXELExelixis Inc$287.8M1.12%7,795,074CommonSOLE
25179M103DVNDevon Energy Corp$284.3M1.10%7,602,820CommonSOLE
808625107SAICScience Applications Intl Corp$280.7M1.09%2,500,086CommonSOLE
093671105HRBH&R Block Inc$254.0M0.99%4,626,167CommonSOLE
001084102AGCOAgco Corp$253.8M0.99%2,741,837CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$251.6M0.98%2,630,338CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$240.5M0.93%7,250,351CommonSOLE
04247X102AWIArmstrong World Industries Inc$239.0M0.93%1,696,797CommonSOLE
488401100KMPRKemper Corp$237.4M0.92%3,551,155CommonSOLE
902681105UGIUgi Corp$225.1M0.87%6,805,953CommonSOLE
29084Q100EMEEmcor Group Inc$222.8M0.87%602,699CommonSOLE
736508847PORPortland Gen Elec Co New$217.0M0.84%4,864,352CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$212.0M0.82%110,092CommonSOLE
199908104FIXComfort Systems Usa Inc$208.0M0.81%645,434CommonSOLE
626755102MUSAMurphy Usa Inc$207.7M0.81%442,130CommonSOLE
501889208LKQLkq Corp$199.6M0.78%4,692,421CommonSOLE
84857L101SRSpire Inc$192.3M0.75%2,457,227CommonSOLE
44930G107ICUIIcu Medical Inc$192.1M0.75%1,383,223CommonSOLE
201723103CMCCommercial Metals Co$191.5M0.74%4,161,292CommonSOLE
589889104MMSIMerit Med Systems Inc$186.8M0.73%1,766,711CommonSOLE
24906P109XRAYDentsply Sirona Inc$180.4M0.70%12,077,949CommonSOLE
150870103CECelanese Corp$179.6M0.70%3,164,150CommonSOLE
12621E103CNOCno Financial Group Inc$177.1M0.69%4,252,064CommonSOLE
57667L107MTCHMatch Group Inc$173.9M0.68%5,573,084CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$173.1M0.67%1,726,545CommonSOLE
26969P108EXPEagle Materials Inc$173.0M0.67%779,680CommonSOLE
29358P101ENSGEnsign Group Inc$172.8M0.67%1,335,098CommonSOLE
859241101STRLSterling Contruction Inc$169.7M0.66%1,498,999CommonSOLE
G50871105JAZZJazz Pharmaceuticals Plc Usd$165.2M0.64%1,331,011CommonSOLE
69349H107TXNMTXNM Energy Inc Com$164.5M0.64%3,075,559CommonSOLE
387328107GVAGranite Construction Inc$164.1M0.64%2,177,011CommonSOLE
343498101FLOFlowers Foods Inc$159.5M0.62%8,392,872CommonSOLE
172755100CRUSCirrus Logic Inc$158.5M0.62%1,590,744CommonSOLE
410867105THGHanover Insurance Group Inc$157.9M0.61%907,760CommonSOLE
29261A100EHCEncompass Health Corp$156.1M0.61%1,541,477CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$155.7M0.60%83,965CommonSOLE
680665205OLNOlin Corp Par $1$154.8M0.60%6,384,744CommonSOLE
109696104BCOBrinks Co$153.9M0.60%1,786,744CommonSOLE
91307C102UTHRUnited Therapeutics Corp$151.4M0.59%491,127CommonSOLE
68404L201OPCHOption Care Health Inc New$146.9M0.57%4,204,481CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$145.8M0.57%2,428,739CommonSOLE
86333M108LRNStride Inc$145.3M0.56%1,148,794CommonSOLE
76118Y104REZIResideo Technologies Inc$145.1M0.56%8,196,828CommonSOLE
227046109CROXCrocs Inc$144.7M0.56%1,362,318CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$144.1M0.56%804,095CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$139.3M0.54%3,552,475CommonSOLE
703481101PTENPatterson-Uti Energy Inc$139.0M0.54%16,915,483CommonSOLE
624758108MWAMueller Water Products Inc Ser A$137.3M0.53%5,401,086CommonSOLE
29977A105EVREvercore Inc Class A$136.9M0.53%685,544CommonSOLE
03820C105AITApplied Industrial Technologies Inc$136.1M0.53%604,101CommonSOLE
20602D101CNXCConcentrix Corp$136.0M0.53%2,443,862CommonSOLE
G8060N102STSensata Technologies Holding Plc$133.0M0.52%5,479,997CommonSOLE
49803T300KRGKite Realty Group Tr$130.6M0.51%5,838,842CommonSOLE
577081102MATMattel Inc$129.2M0.50%6,651,568CommonSOLE
32051X108FHBFirst Hawaiian Inc$129.2M0.50%5,287,303CommonSOLE
75281A109RRCRange Resources Corp$127.4M0.49%3,190,690CommonSOLE
05464C101AXONAxon Enterprise Inc$124.3M0.48%236,250CommonSOLE
860630102SFStifel Financial Corp$122.9M0.48%1,303,656CommonSOLE
577933104MMSMaximus Inc$117.9M0.46%1,729,305CommonSOLE
57164Y107VACMarriott Vacations Worldwide C$117.1M0.45%1,822,687CommonSOLE
070830104BBWIBath & Body Works Inc$111.6M0.43%3,680,104CommonSOLE
928881101VNTVontier Corporation Com$111.4M0.43%3,390,111CommonSOLE
12740C103CADECadence Bank$109.9M0.43%3,619,544CommonSOLE
45780R101IBPInstalled Building Prods Inc$109.6M0.43%639,272CommonSOLE
410120109HWCHancock Whitney Corporation$109.6M0.43%2,089,454CommonSOLE
302081104EXLSExlservice Holdings Inc$109.3M0.42%2,314,171CommonSOLE
835495102SONSonoco Prods Co$109.1M0.42%2,308,939CommonSOLE
257651109DCIDonaldson Inc$107.2M0.42%1,598,281CommonSOLE
989701107ZIONZions Bancorporation Na$106.4M0.41%2,133,336CommonSOLE
35905A109FTDRFrontdoor Inc$105.8M0.41%2,752,723CommonSOLE
938824109WAFDWafd Inc Com$105.0M0.41%3,672,980CommonSOLE
74164F103PRIMPrimoris Services Corp$102.4M0.40%1,783,872CommonSOLE
783549108RRyder Systems Inc$102.2M0.40%710,500CommonSOLE
26622P107DOCSDoximity Inc Cl A$100.4M0.39%1,730,282CommonSOLE
82900L102SMPLSimply Good Foods Co$100.0M0.39%2,900,807CommonSOLE
45867G101IDCCInterdigital Inc$99.9M0.39%483,346CommonSOLE
4315711089HIHillenbrand Inc$99.4M0.39%4,118,218CommonSOLE
887389104TKRTimken Co$99.1M0.38%1,378,229CommonSOLE
127055101CBTCabot Corp$99.0M0.38%1,190,886CommonSOLE
077454106BDCBelden Inc$99.0M0.38%987,081CommonSOLE
440327104HMNHorace Mann Educators Corp$96.1M0.37%2,248,637CommonSOLE
97650W108WTFCWintrust Financial Corp$95.0M0.37%844,968CommonSOLE
45826H109ITGRInteger Holdings Corp$93.7M0.36%794,274CommonSOLE
008252108AMGAffiliated Managers Group Inc$93.3M0.36%555,231CommonSOLE
G0585R106AGOAssured Guaranty Ltd$92.8M0.36%1,053,347CommonSOLE
G3922B107GGenpact Limited$92.7M0.36%1,839,358CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$92.6M0.36%1,290,050CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$91.2M0.35%7,068,139CommonSOLE
144285103CRSCarpenter Technology Corp$91.2M0.35%503,335CommonSOLE
109641100EATBrinker Intl Inc$89.4M0.35%600,134CommonSOLE
880779103TEXTerex Corp$88.4M0.34%2,338,868CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$88.3M0.34%1,222,442CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$86.3M0.34%3,922,519CommonSOLE
477839104JBTMJBT Marel Corporation Com$85.9M0.33%703,281CommonSOLE
750236101RDNRadian Group Inc$84.8M0.33%2,564,842CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$84.3M0.33%552,293CommonSOLE
40131M109GHGuardant Health Inc$83.7M0.33%1,965,721CommonSOLE
403949100DINOHf Sinclair Corporation$83.6M0.32%2,543,741CommonSOLE
G6564A105NOMDNomad Foods Ltd Usd Ord$83.3M0.32%4,239,841CommonSOLE
126349109CSNCsg Systems Intl Inc$82.1M0.32%1,357,287CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$81.8M0.32%1,324,676CommonSOLE
204166102CVLTCommvault Systems Inc$81.7M0.32%517,966CommonSOLE
829933100SIRISiriusxm Holdings Inc Common Stock$80.6M0.31%3,577,176CommonSOLE
371901109GNTXGentex Corp$80.3M0.31%3,447,651CommonSOLE
092113109BKHBlack Hills Corp$80.2M0.31%1,321,939CommonSOLE
16359R103CHEChemed Corp$80.0M0.31%130,037CommonSOLE
G48833118WFRDWeatherford Intl Plc$78.9M0.31%1,474,131CommonSOLE
360271100FULTFulton Financial Corp Pa$78.1M0.30%4,317,587CommonSOLE
314211103FHIFederated Hermes Inc Cl B$77.7M0.30%1,904,596CommonSOLE
50077B207KTOSKratos Defense & Sec Solutions$77.5M0.30%2,609,621CommonSOLE
57686G105MATXMatson Inc$77.4M0.30%603,634CommonSOLE
919794107VLYValley National Bancorp$76.3M0.30%8,582,393CommonSOLE
74164M108PRIPrimerica Inc$75.1M0.29%263,791CommonSOLE
92645B103VCTRVictory Cap Holdings Inc Cl A$74.1M0.29%1,279,904CommonSOLE
946784105WAYWaystar Holding Corp$73.8M0.29%1,975,142CommonSOLE
29415F104NVSTEnvista Holdings Corporation$73.5M0.29%4,260,120CommonSOLE
127190304CACICaci International Inc Cl A$73.5M0.29%200,214CommonSOLE
917047102URBNUrban Outfitters Inc$73.2M0.28%1,397,175CommonSOLE
53190C102LTHLife Time Group Holdings Inc Common$72.2M0.28%2,389,597CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$72.1M0.28%1,130,019CommonSOLE
410345102HN9Hanesbrands Inc$71.8M0.28%12,449,426CommonSOLE
62886E108VYXNcr Voyix Corporation Com$71.5M0.28%7,331,556CommonSOLE
26484T106DNBDun & Bradstreet Corp New$71.1M0.28%7,951,813CommonSOLE
093712107BEBloom Energy Corp Cl A$71.0M0.28%3,611,925CommonSOLE
207410101CNMDConmed Corp$70.9M0.28%1,174,032CommonSOLE
515098101LSTRLandstar Systems Inc$70.5M0.27%469,293CommonSOLE
143130102KMXCarmax Inc$70.4M0.27%903,024CommonSOLE
43940T109HOPEHope Bancorp Inc$70.0M0.27%6,688,812CommonSOLE
50050N103KTBKontoor Brands Inc$70.0M0.27%1,091,445CommonSOLE
674215207CHRDChord Energy Corp Com New$69.7M0.27%618,738CommonSOLE
397624107GEFGreif Inc Cl A$68.8M0.27%1,251,074CommonSOLE
398433102GFFGriffon Corp$68.0M0.26%951,120CommonSOLE
379577208GMEDGlobus Med Inc Cl A$67.3M0.26%919,228CommonSOLE
228368106CCKCrown Holdings Inc$67.0M0.26%750,214CommonSOLE
26603R106DUOLDuolingo Inc Cl A$66.6M0.26%214,594CommonSOLE
25402D102DOCNDigitalocean Holdings Inc$66.4M0.26%1,987,177CommonSOLE
55024U109LITELumentum Holdings Inc$66.3M0.26%1,063,529CommonSOLE
70509V100PEBPebblebrook Hotel Tr$65.6M0.25%6,472,919CommonSOLE
07831C103BRBRBellring Brands Inc Common Stock$64.9M0.25%872,156CommonSOLE
607828100MODModine Manufacturing Co$64.7M0.25%842,379CommonSOLE
70202L102PSNParsons Corp$63.2M0.25%1,068,118CommonSOLE
28035Q102EPCEdgewell Pers Care Co$63.1M0.25%2,021,756CommonSOLE
63001N106NATLNcr Atleos Corporation$62.9M0.24%2,385,030CommonSOLE
05478C105AZEKAzek Co Inc Cl A$62.9M0.24%1,286,028CommonSOLE
29272W109ENREnergizer Holdings Inc$62.7M0.24%2,094,195CommonSOLE
827048109SLGNSilgan Holdings Inc$62.5M0.24%1,222,251CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$62.3M0.24%503,861CommonSOLE
737446104POSTPost Holdings Inc$59.5M0.23%511,398CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$59.1M0.23%836,397CommonSOLE
92343X100VTYVerint Systems Inc$59.0M0.23%3,305,756CommonSOLE
04621X108AIZAssurant Inc$58.6M0.23%279,268CommonSOLE
000957100ABMAbm Industries Inc$57.3M0.22%1,209,605CommonSOLE
69047Q102OVVOvintiv Inc$56.9M0.22%1,328,623CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$56.6M0.22%2,113,738CommonSOLE
45827U109INTAIntapp Inc$56.6M0.22%969,174CommonSOLE
15677J108DAYDayforce Inc$56.0M0.22%960,484CommonSOLE
358054104FRSHFreshworks Inc Class A$55.8M0.22%3,951,115CommonSOLE
61945C103MOSMosaic Co$55.0M0.21%2,034,527CommonSOLE
N14506104ESTCElastic Nv Ord$54.9M0.21%616,133CommonSOLE
688239201OSKOshkosh Corp$54.9M0.21%583,123CommonSOLE
450056106IRTCIrhythm Technologies Inc$54.2M0.21%518,240CommonSOLE
20717M1038QRConfluent Inc Class A$52.9M0.21%2,256,418CommonSOLE
364760108GAPGap Inc$52.3M0.20%2,536,331CommonSOLE
751212101RLRalph Lauren Corp Cl A$52.1M0.20%235,811CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$51.9M0.20%1,498,044CommonSOLE
98980F104GTMZoominfo Technologies Inc Common$51.9M0.20%5,193,266CommonSOLE
624756102MLIMueller Industries Inc$51.8M0.20%680,839CommonSOLE
258278100DORMDorman Prods Inc$51.5M0.20%427,104CommonSOLE
11373M107BB3Brookline Bancorp Inc$51.1M0.20%4,683,640CommonSOLE
10576N102BRZEBraze Inc Cl A$51.0M0.20%1,413,200CommonSOLE
589378108MRCYMercury Systems Inc$50.9M0.20%1,180,391CommonSOLE
76156B107RVLVRevolve Group Inc Cl A$50.8M0.20%2,363,896CommonSOLE
37637K108GTLBGitlab Inc Class A$49.3M0.19%1,049,393CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$48.1M0.19%1,842,975CommonSOLE
552953101MGMMgm Resorts International$47.6M0.18%1,606,984CommonSOLE
G8726X106TNKTeekay Tankers Ltd Cl A$47.4M0.18%1,238,898CommonSOLE
443320106HUBGHub Group Inc Cl A$46.4M0.18%1,248,265CommonSOLE
G037AX101AMBAAmbarella Inc$45.8M0.18%910,911CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$45.7M0.18%1,828,361CommonSOLE
55345K10337MMRC Global Inc$45.6M0.18%3,968,562CommonSOLE
729132100PLXSPlexus Corp$44.7M0.17%348,510CommonSOLE
600544100MLKNMillerknoll Inc$44.6M0.17%2,329,264CommonSOLE
87901J105TGNATegna Inc$44.5M0.17%2,443,197CommonSOLE
816850101SMTCSemtech Corp$44.0M0.17%1,278,946CommonSOLE
91332U101UUnity Software Inc$43.3M0.17%2,208,535CommonSOLE
553530106MSMMsc Industrial Direct Inc Cl A$43.3M0.17%557,024CommonSOLE
126600105CVBFCvb Financial Corp$42.8M0.17%2,317,699CommonSOLE
65290E101NXTNextracker Inc Class A$42.6M0.17%1,011,767CommonSOLE
338307101FIVNFive9 Inc$42.5M0.17%1,564,920CommonSOLE
30040P103EVTCEvertec Inc$42.5M0.17%1,155,394CommonSOLE
904708104UNFUnifirst Corp Ma$42.1M0.16%242,181CommonSOLE
099724106BWABorgwarner Inc$42.1M0.16%1,469,802CommonSOLE
48123V102ZDZiff Davis Inc$41.9M0.16%1,113,654CommonSOLE
91680M107UPSTUpstart Holdings Inc$41.8M0.16%907,581CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$40.9M0.16%1,371,448CommonSOLE
904311107UAAUnder Armour Inc Cl A$40.6M0.16%6,494,339CommonSOLE
743312100PRGSProgress Software Corp$39.4M0.15%764,976CommonSOLE
04626A103ALABAstera Laboratories Inc$38.0M0.15%636,536CommonSOLE
505336107LZBLa-Z-Boy Inc$37.6M0.15%961,066CommonSOLE
099406100BOOTBoot Barn Holdings Inc$37.3M0.14%347,340CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$36.6M0.14%1,263,598CommonSOLE
57638P104MBCMasterbrand Inc Common Stock$36.5M0.14%2,795,644CommonSOLE
801056102SANMSanmina Corporation$36.4M0.14%478,208CommonSOLE
74967X103RHRh$35.1M0.14%149,555CommonSOLE
224408104CRCrane Company Common Stock$34.8M0.14%226,959CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$34.7M0.13%2,231,886CommonSOLE
05329W102ANAutonation Inc$34.6M0.13%213,488CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc Com$34.3M0.13%751,872CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$34.3M0.13%953,592CommonSOLE
880345103TNCTennant Co$34.0M0.13%426,896CommonSOLE
466313103JBLJabil Inc$33.9M0.13%249,031CommonSOLE
11135E203BNLBroadstone Net Lease Inc$33.6M0.13%1,971,176CommonSOLE
89055F103BLDTopbuild Corp$33.5M0.13%109,730CommonSOLE
420261109HWKNHawkins Inc$33.4M0.13%315,088CommonSOLE
256677105DGDollar General Corp$33.2M0.13%377,257CommonSOLE
668074305NWENorthwestern Corp New$31.6M0.12%546,308CommonSOLE
87165B103SYFSynchrony Financial$31.2M0.12%590,153CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$31.0M0.12%1,512,045CommonSOLE
50060P106KOPKoppers Holdings Inc$31.0M0.12%1,106,696CommonSOLE
296315104ESEEsco Technologies Inc$30.9M0.12%194,079CommonSOLE
184496107CLHClean Harbors Inc$30.7M0.12%155,581CommonSOLE
09227Q100BLKBBlackbaud Inc$30.3M0.12%487,703CommonSOLE
489170100KMTKennametal Inc$30.0M0.12%1,406,606CommonSOLE
05945F103BANFBancfirst Corp$29.8M0.12%271,536CommonSOLE
198516106COLMColumbia Sportswear Co$29.3M0.11%386,817CommonSOLE
754907103RYNRayonier Inc$29.1M0.11%1,042,231CommonSOLE
47580P103JELDJeld-Wen Holding Inc$28.3M0.11%4,748,115CommonSOLE
609027107MCRIMonarch Casino & Resort Inc$26.7M0.10%343,565CommonSOLE
146229109CRICarters Inc$26.3M0.10%643,392CommonSOLE
37940X102GPNGlobal Payments Inc$26.3M0.10%268,153CommonSOLE
114340102AZTAAzenta Inc$25.9M0.10%747,801CommonSOLE
860372101STCStewart Information Services Corp$25.8M0.10%361,752CommonSOLE
58506Q109MEDPMedpace Holdings Inc$25.6M0.10%84,002CommonSOLE
37253A103THRMGentherm Inc$24.2M0.09%906,445CommonSOLE
88162F105TTITetra Technologies Inc$24.1M0.09%7,185,138CommonSOLE
55939A107MAGNMagnera Corp$23.9M0.09%1,316,988CommonSOLE
31620M106FISFidelity Natl Information Services$23.7M0.09%317,584CommonSOLE
854231107SXIStandex Intl Corp$22.5M0.09%139,427CommonSOLE
191098102COKECoca-Cola Cons Inc$22.4M0.09%16,586CommonSOLE
278642103EBAYEbay Inc$22.0M0.09%325,213CommonSOLE
941848103WATWaters Corp$22.0M0.09%59,607CommonSOLE
G2717B108Cushman Wakefield Plc$21.7M0.08%2,123,437CommonSOLE
06417N103OZKBank Ozk$21.2M0.08%487,991CommonSOLE
464287648IWOIShares Russell 2000 Grwth ETF$21.0M0.08%82,377CommonSOLE
014491104ALEXAlexander & Baldwin Inc$21.0M0.08%1,217,708CommonSOLE
12008R107BLDRBuilders Firstsource Inc$20.0M0.08%160,182CommonSOLE
224441105CXTCrane Nxt Co Com$19.8M0.08%384,810CommonSOLE
574599106MASMasco Corp$19.7M0.08%282,908CommonSOLE
172908105CTASCintas Corp$19.5M0.08%94,665CommonSOLE
67103H107ORLYOreilly Automotive Inc$19.4M0.08%13,545CommonSOLE
76009N100UPBDUpbound Group Inc$19.2M0.07%802,481CommonSOLE
053807103AVTAvnet Inc$19.2M0.07%399,469CommonSOLE
16208T102CLDTChatham Lodging Tr$19.1M0.07%2,678,922CommonSOLE
778296103ROSTRoss Stores Inc$17.9M0.07%139,759CommonSOLE
628778102NBTBNbt Bancorp Inc$17.4M0.07%405,476CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$17.2M0.07%47,453CommonSOLE
Y41053102INSWInternational Seaways Inc$17.2M0.07%516,706CommonSOLE
103304101BYDBoyd Gaming Corp$17.1M0.07%259,510CommonSOLE
020764106AMRAlpha Metallurgical Resource Inc$17.1M0.07%136,217CommonSOLE
511656100LKFNLakeland Financial Corp$16.9M0.07%283,606CommonSOLE
907818108UNPUnion Pacific Corp$16.7M0.06%70,648CommonSOLE
512807306LRCXLam Research Corp New$16.5M0.06%227,046CommonSOLE
256746108DLTRDollar Tree Inc$16.3M0.06%216,924CommonSOLE
482480100KLACKla Corp New$16.2M0.06%23,894CommonSOLE
830566105SKAASkechers Us A Inc Cl A$16.0M0.06%281,888CommonSOLE
880770102TERTeradyne Inc$15.8M0.06%191,719CommonSOLE
701094104PHParker-Hannifin Corp$15.3M0.06%25,242CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$15.1M0.06%346,353CommonSOLE
34959E109FTNTFortinet Inc$15.1M0.06%157,187CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$14.7M0.06%51,905CommonSOLE
05368V106AVNTAvient Corporation$14.5M0.06%388,908CommonSOLE
02005N100ALLYAlly Financial Inc$14.2M0.06%388,667CommonSOLE
37959E102GLGlobe Life Inc$14.1M0.05%107,072CommonSOLE
00724F101ADBEAdobe Systems Incorporated$14.0M0.05%36,621CommonSOLE
493732101KFRCKforce Inc$13.9M0.05%283,466CommonSOLE
024061103DCHAmerican Axle & Manufacturing$13.4M0.05%3,286,516CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$13.3M0.05%224,134CommonSOLE
03852U106ARMKAramark$13.2M0.05%382,048CommonSOLE
570535104MKLMarkel Corp$13.2M0.05%7,046CommonSOLE
G4388N106HELEHelen Of Troy Ltd$12.7M0.05%236,682CommonSOLE
16411R208LNGCheniere Energy Inc New$11.9M0.05%51,281CommonSOLE
689648103OTTROtter Tail Corp$11.6M0.05%144,489CommonSOLE
278865100ECLEcolab Inc$11.0M0.04%43,516CommonSOLE
243537107DECKDeckers Outdoor Corp$10.9M0.04%97,222CommonSOLE
260557103DOWDow Chemical Co$10.7M0.04%306,602CommonSOLE
G51502105JCIJohnson Controls Intl Plc$9.8M0.04%122,707CommonSOLE
445658107JBHTHunt J B Trans Services Inc$9.7M0.04%65,588CommonSOLE
87265H109T86Tri Pointe Homes Inc$9.4M0.04%294,112CommonSOLE
504922105LHLabcorp Holdings Inc$9.2M0.04%39,571CommonSOLE
03027X100AMTAmerican Tower Corp$9.2M0.04%42,172CommonSOLE
27579R104EWBCEast West Bancorp Inc$9.1M0.04%101,922CommonSOLE
449172105HYHyster-Yale Inc$9.0M0.03%216,637CommonSOLE
G8267P108SWSmurfit Westrock Plc$9.0M0.03%198,806CommonSOLE
N53745100LYBLyondellbasell Industries Nv - A -$8.7M0.03%124,126CommonSOLE
G5005R107JRVRJames Riv Group Ltd$8.6M0.03%2,057,300CommonSOLE
15189T107CNPCenterpoint Energy Inc$8.4M0.03%231,970CommonSOLE
67066G104NVDANvidia Corporation$8.3M0.03%76,502CommonSOLE
11120U105BRXBrixmor Property Group Inc$8.0M0.03%302,001CommonSOLE
049560105ATOAtmos Energy Corp$8.0M0.03%51,848CommonSOLE
89400J107TRUTransunion$8.0M0.03%96,303CommonSOLE
457187102INGRIngredion Inc$8.0M0.03%58,975CommonSOLE
127097103CTRACoterra Energy Inc$7.9M0.03%272,900CommonSOLE
949746101WMT2Wells Fargo Co$7.2M0.03%100,969CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$6.4M0.02%42,493CommonSOLE
55261F104MTBM & T Bank Corp$6.0M0.02%33,592CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$5.9M0.02%39,555CommonSOLE
78467J100SSNCSs&C Technologies Holdings Inc$5.3M0.02%63,394CommonSOLE
92345Y106VRSKVerisk Analytics Inc$5.2M0.02%17,511CommonSOLE
824348106SHWSherwin Williams Co$5.1M0.02%14,708CommonSOLE
037833100AAPLApple Inc$5.1M0.02%22,741CommonSOLE
513847103MZTILancaster Colony Corp$5.0M0.02%28,329CommonSOLE
680223104ORIOld Republic Intl Corp$4.8M0.02%122,518CommonSOLE
384109104GGGGraco Inc$4.8M0.02%56,928CommonSOLE
594918104MSFTMicrosoft Corp$4.6M0.02%12,295CommonSOLE
690742101OCOwens Corning New$4.6M0.02%32,249CommonSOLE
G0176J109ALLEAllegion Plc$4.5M0.02%34,574CommonSOLE
760759100RSGRepublic Services Inc$4.5M0.02%18,613CommonSOLE
G02602103DOXAmdocs Ltd$4.4M0.02%48,358CommonSOLE
74460D109PSAPublic Storage$4.1M0.02%13,567CommonSOLE
650111107NYTNew York Times Co Cl A$4.0M0.02%79,659CommonSOLE
05550J101BJBjs Wholesale Club Inc$4.0M0.02%34,619CommonSOLE
64110D104NTAPNetapp Inc$3.9M0.02%44,370CommonSOLE
024013104AATAmerican Assets Tr Inc$3.8M0.01%186,566CommonSOLE
464287655IWMIShares Russell 2000 ETF$3.8M0.01%18,820CommonSOLE
031100100AMEAmetek Inc$3.7M0.01%21,779CommonSOLE
637870106NSANational Storage Affiliates Tr$3.7M0.01%92,744CommonSOLE
525327102LDOSLeidos Holdings Inc$3.6M0.01%26,908CommonSOLE
806407102HSICHenry Schein Inc$3.6M0.01%52,868CommonSOLE
L72967109OECOrion S.A. Com$3.5M0.01%273,182CommonSOLE
776696106ROPRoper Technologies Inc$3.5M0.01%5,933CommonSOLE
723484101PNWPinnacle West Cap Corp$3.4M0.01%35,548CommonSOLE
115236101BROBrown & Brown Inc$3.4M0.01%27,057CommonSOLE
447011107HUNHuntsman Corp$3.4M0.01%212,914CommonSOLE
023135106AMZNAmazon.Com Inc$3.3M0.01%17,397CommonSOLE
018802108LNTAlliant Energy Corp$3.3M0.01%51,420CommonSOLE
92936U109WPCWp Carey Inc$3.3M0.01%51,764CommonSOLE
36467J108GLPIGaming & Leisure Properties Inc$3.2M0.01%63,613CommonSOLE
00971T101AKAMAkamai Technologies Inc$3.1M0.01%38,679CommonSOLE
15135B101CNCCentene Corp$3.1M0.01%51,013CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$3.0M0.01%19,413CommonSOLE
416515104HIGHartford Insurance Group Inc Com$3.0M0.01%24,014CommonSOLE
125896100CMSCms Energy Corp$2.9M0.01%38,360CommonSOLE
G8994E103TTTrane Technologies Plc Shs$2.7M0.01%8,020CommonSOLE
532457108LLYLilly Eli & Co$2.7M0.01%3,267CommonSOLE
74727A104QCRHQcr Holdings Inc$2.6M0.01%36,525CommonSOLE
501044101KRKroger Co$2.5M0.01%37,323CommonSOLE
464287473IWSIShares Russell Midcap V ETF$2.4M0.01%18,738CommonSOLE
073992430BCNRF TDR ADP05$2.3M0.01%18,991CommonSOLE
53803X105LOBLive Oak Bancshares Inc$2.3M0.01%87,874CommonSOLE
64110L106NFLXNetflix Inc$2.3M0.01%2,495CommonSOLE
315616102FFIVF5 Inc$2.3M0.01%8,576CommonSOLE
74834L100DGXQuest Diagnostics Inc$2.3M0.01%13,361CommonSOLE
436440101HO1Hologic Inc$2.2M0.01%35,575CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B New$2.2M0.01%4,088CommonSOLE
858119100STLDSteel Dynamics Inc$2.2M0.01%17,384CommonSOLE
281020107EIXEdison Intl$2.2M0.01%36,730CommonSOLE
231021106CMICummins Inc$2.1M0.01%6,769CommonSOLE
44980X109IPGPIpg Photonics Corp$2.0M0.01%31,671CommonSOLE
147528103CASYCaseys General Stores Inc$1.9M0.01%4,377CommonSOLE
745867101PHMPulte Group Inc$1.9M0.01%18,219CommonSOLE
12504L109CBRECbre Group Inc Cl A$1.9M0.01%14,260CommonSOLE
05722G100BKRBaker Hughes Company Cl A$1.8M0.01%40,780CommonSOLE
88023U101SGISomnigroup International Inc Com$1.7M0.01%29,186CommonSOLE
693506107PPGPpg Industries Inc$1.6M0.01%15,000CommonSOLE
30303M102METAMeta Platforms Inc$1.6M0.01%2,843CommonSOLE
125269100CFCf Industries Holdings Inc$1.6M0.01%20,303CommonSOLE
922908595VBKVanguard Sm Cap Growth ETF$1.5M0.01%6,098CommonSOLE
55354G100MSCIMsci Inc$1.5M0.01%2,710CommonSOLE
384802104GWWGrainger W W Inc$1.5M0.01%1,551CommonSOLE
29430C102VSTSVestis Corporation$1.5M0.01%154,400CommonSOLE
G87110105FTITechnipfmc Plc$1.5M0.01%45,795CommonSOLE
68389X105ORCLOracle Corp$1.4M0.01%10,365CommonSOLE
90384S303ULTAUlta Beauty Inc$1.4M0.01%3,950CommonSOLE
60871R209TAPMolson Coors Beverage Co Cl B$1.4M0.01%22,625CommonSOLE
931142103WMTWal-Mart Inc$1.4M0.01%15,534CommonSOLE
882681109TXRHTexas Roadhouse Inc$1.3M0.01%7,732CommonSOLE
30231G102XOMExxon Mobile Corp$1.3M0.00%10,761CommonSOLE
00846U101AAgilent Technologies Inc$1.3M0.00%10,902CommonSOLE
219948106CPAYCorpay Inc$1.3M0.00%3,647CommonSOLE
09062X103BIIBBiogen Inc$1.2M0.00%8,668CommonSOLE
733245104PRCHPorch Group Inc$1.1M0.00%157,575CommonSOLE
316773100FITBFifth Third Bancorp$1.1M0.00%28,190CommonSOLE
46266C105IQVIqvia Holdings Inc$1.1M0.00%6,179CommonSOLE
533900106LECOLincoln Electric Holdings Inc$1.1M0.00%5,757CommonSOLE
285512109EAElectronic Arts Inc$1.1M0.00%7,519CommonSOLE
060505104BACBank Of America Corp$986,5390.00%23,641CommonSOLE
759509102RSReliance Steel & Aluminum Co$965,2910.00%3,343CommonSOLE
91324P102UNHUnitedhealth Group Inc$957,9390.00%1,829CommonSOLE
592688105MTDMettler Toledo International$935,2810.00%792CommonSOLE
872590104TMUST-Mobile Us Inc$926,0170.00%3,472CommonSOLE
739276103POWIPower Integrations Inc$925,4270.00%18,325CommonSOLE
460146103IPInternational Paper Co$924,8550.00%17,336CommonSOLE
031162100AMGNAmgen Inc$871,7170.00%2,798CommonSOLE
46625H100JPMJpmorgan Chase & Co$865,6640.00%3,529CommonSOLE
36266G107GEHCGe Healthcare Technologies Inc$857,5440.00%10,625CommonSOLE
237194105DRIDarden Restaurants Inc$831,0400.00%4,000CommonSOLE
576485205MTDRMatador Resources Co$826,1250.00%16,170CommonSOLE
229899109CFRCullen Frost Bankers Inc$804,6000.00%6,427CommonSOLE
231561101CWCurtiss Wright Corp$803,9620.00%2,534CommonSOLE
038222105AMATApplied Materials Inc$795,2580.00%5,480CommonSOLE
036752103ELVElevance Health Inc$791,1920.00%1,819CommonSOLE
39304D102GDOTGreen Dot Corp Cl A$789,5370.00%93,547CommonSOLE
142339100CSLCarlisle Cos Inc$785,8740.00%2,308CommonSOLE
562750109MANHManhattan Associates Inc$781,2760.00%4,515CommonSOLE
101137107BSXBoston Scientific Corp$764,1660.00%7,575CommonSOLE
464287887IJTIshares Small Cap 600 G ETF$743,6440.00%5,973CommonSOLE
25400W102APPSDigital Turbine Inc New$736,3070.00%271,700CommonSOLE
016255101ALGNAlign Technology Inc$728,7720.00%4,588CommonSOLE
92719V100VMEO*Vimeo Inc Common Stock$728,4570.00%138,490CommonSOLE
29089Q105EBSEmergent Biosolutions Inc$716,7530.00%147,480CommonSOLE
89455T109TMCITreace Med Concepts Inc$707,2770.00%84,300CommonSOLE
92840M102VSTVistra Corp$677,0420.00%5,765CommonSOLE
911163103UNFIUnited Natural Foods Inc$674,8350.00%24,638CommonSOLE
10948C107BVBrightview Holdings Inc$648,9980.00%50,545CommonSOLE
277432100EMNEastman Chem Co$642,3220.00%7,290CommonSOLE
651718504NPKINPK International Inc Com SHS$641,1630.00%110,355CommonSOLE
532746104LMNRLimoneira Co$623,0350.00%35,160CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$619,1240.00%5,149CommonSOLE
311642102FAROFaro Technologies Inc$597,1880.00%21,875CommonSOLE
617446448MSMorgan Stanley$567,4830.00%4,864CommonSOLE
724479100PBIPitney Bowes Inc$546,5300.00%60,390CommonSOLE
82312B106SHENShenandoah Telecommunications$535,4820.00%42,600CommonSOLE
00653Q102AHCOAdapthealth Corp Common Stock$532,4070.00%49,115CommonSOLE
98423J101XPERXperi Inc.$531,0590.00%68,790CommonSOLE
681919106OMCOmnicom Group Inc$528,9660.00%6,380CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$528,0390.00%7,380CommonSOLE
42330P107HLXHelix Energy Solutions Group Inc$518,0450.00%62,340CommonSOLE
02361E108AMRCAmeresco Inc Cl A$516,1780.00%42,730CommonSOLE
07556Q881BZHBeazer Homes Usa Inc New$508,8320.00%24,955CommonSOLE
75321W103PACKRanpak Holdings Corp Cl A$503,2200.00%92,845CommonSOLE
09180C106BJRIBjs Restaurants Inc$498,1400.00%14,540CommonSOLE
889478103TOLToll Brothers Inc$493,2110.00%4,671CommonSOLE
53635B107LQDTLiquidity Services Inc$492,9040.00%15,895CommonSOLE
635309206NCMINational Cinemedia Inc New$489,9180.00%83,890CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$488,9820.00%47,474CommonSOLE
64110Y108NLOPNet Lease Office Properties$488,4300.00%15,565CommonSOLE
913915104UTIUniversal Technical Inst Inc$485,7370.00%18,915CommonSOLE
156727109CRNCCerence Inc$482,9270.00%61,130CommonSOLE
23204X103CTOSCustom Truck One Source Inc Cl A$466,3100.00%110,500CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$454,6450.00%1,998CommonSOLE
98888T107ZIMVZimvie Inc$453,6000.00%42,000CommonSOLE
00486H105ADTNAdtran Holdings Inc$447,9460.00%51,370CommonSOLE
30050B101EVHEvolent Health Inc Cl A$444,5220.00%46,940CommonSOLE
77664L207ROOTRoot Inc Cl A$442,3540.00%3,315CommonSOLE
52466B103LZLegalzoom Com Inc Com$440,9610.00%51,215CommonSOLE
138103106UTE0Cantaloupe Inc$440,6570.00%55,992CommonSOLE
22041X102CRSRCorsair Gaming Inc$439,8550.00%49,645CommonSOLE
73278L105POOLPool Corp$435,5130.00%1,368CommonSOLE
G3R239101GAMBGambling Group Limited Ordinary$430,7210.00%34,130CommonSOLE
05366Y201AVNWAviat Networks Inc New$425,4780.00%22,195CommonSOLE
14167L103CDNACaredx Inc$424,6690.00%23,925CommonSOLE
31154R109FPIFarmland Partners Inc$422,1950.00%37,865CommonSOLE
18453H106CCOClear Channel Outdoor Holdings In$418,2480.00%376,800CommonSOLE
03213A104AMPLAmplitude Inc Cl A$413,8670.00%40,615CommonSOLE
24665A103DKDelek Us Holdings Inc$409,5270.00%27,175CommonSOLE
962166104WYWeyerhaeuser Co Mtn Be$406,4060.00%13,880CommonSOLE
128246105CVGWCalavo Growers Inc$391,9970.00%16,340CommonSOLE
11040G103VTOLBristow Group Inc$391,2760.00%12,390CommonSOLE
54738L109LOVELovesac Company$387,5610.00%21,318CommonSOLE
883203101TXTTextron Inc$381,8410.00%5,285CommonSOLE
892231101TSQTownsquare Media Inc Cl A$381,7250.00%46,895CommonSOLE
192446102CTSHCognizant Technology Solutions Cl A$377,9100.00%4,940CommonSOLE
90385V107UCTTUltra Clean Holdings Inc$375,2100.00%17,525CommonSOLE
759351604RGAReinsurance Group Of America Inc$374,1100.00%1,900CommonSOLE
550021109LULULululemon Athletica Inc$373,6390.00%1,320CommonSOLE
39813G109GDYNGrid Dynamics Holdings Inc Cl A$369,3400.00%23,600CommonSOLE
761152107RMDResmed Inc$365,5470.00%1,633CommonSOLE
46005L101IMXIInternational Mny Express Inc$362,1940.00%28,700CommonSOLE
88339P101REALThe Realreal Inc$360,8120.00%66,941CommonSOLE
001055102AFLAflac Inc$359,7000.00%3,235CommonSOLE
064058100BKBank New York Mellon Corp$354,3510.00%4,225CommonSOLE
206787103CNDTConduent Inc$346,3530.00%128,279CommonSOLE
78573M104SABRSabre Corp$342,9750.00%122,055CommonSOLE
59522J103MAAMid-America Apartment Communities$338,5120.00%2,020CommonSOLE
96145W103WESTWestrock Coffee Co$336,3800.00%46,590CommonSOLE
75689M101RRGBRed Robin Gourmet Burgers Inc$334,5870.00%93,985CommonSOLE
00810F106ASLEAersale Corporation$334,2040.00%44,620CommonSOLE
74467Q103PUBMPubmatic Inc Cl A$311,0800.00%34,035CommonSOLE
876030107TPRTapestry Inc$311,0710.00%4,418CommonSOLE
458140100INTCIntel Corp$303,3150.00%13,356CommonSOLE
46435G268SMMDIshares Russell 2500 ETF$295,6400.00%4,727CommonSOLE
14149Y108CAHCardinal Health Inc$293,4500.00%2,130CommonSOLE
086516101BBYBest Buy Inc$285,9750.00%3,885CommonSOLE
921659108VNDAVanda Pharmaceuticals Inc$279,6230.00%60,920CommonSOLE
860897107SFIXStitch Fix Inc Cl A$275,4700.00%84,760CommonSOLE
007973100AEISAdvanced Energy Industries$269,3110.00%2,826CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$267,1570.00%1,664CommonSOLE
24703L202DELLDell Inc$258,8660.00%2,840CommonSOLE
89785L1075TCTruecar Inc$249,1200.00%157,671CommonSOLE
718546104PSXPhillips 66$243,9960.00%1,976CommonSOLE
83193G107SMRTSmartRent Inc$236,2950.00%195,285CommonSOLE
87969B101TLSTelos Corp Md$202,0260.00%84,885CommonSOLE

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.