MondegarAI
FULLER & THALER ASSET MANAGEMENT, INC.

Q2 2025 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2025-08-14 · accession 0001082327-25-000040

$27.41B
Reported value
611
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 611

CUSIPTickerIssuerValue% port.SharesClassVoting
493267108KEYKeycorp$581.6M2.12%33,388,615CommonSOLE
174610105CFGCitizens Financial Group Inc$482.9M1.76%10,792,138CommonSOLE
42250P103DOCHealthpeak Properties Inc$405.1M1.48%23,136,464CommonSOLE
30161Q104EXELExelixis Inc$386.8M1.41%8,775,572CommonSOLE
388689101GPKGraphic Packaging Holding Co$379.7M1.39%18,019,462CommonSOLE
680033107ONBOld Natl Bancorp Ind$365.2M1.33%17,114,536CommonSOLE
302520101FNBFnb Corp$352.7M1.29%24,189,255CommonSOLE
G0250X107AMCRAmcor Plc$334.1M1.22%36,360,083CommonSOLE
859241101STRLSterling Contruction Inc$333.3M1.22%1,444,385CommonSOLE
001084102AGCOAgco Corp$297.5M1.09%2,884,259CommonSOLE
199908104FIXComfort Systems Usa Inc$285.9M1.04%533,131CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$278.5M1.02%2,932,050CommonSOLE
29084Q100EMEEmcor Group Inc$278.5M1.02%520,602CommonSOLE
902681105UGIUgi Corp$248.9M0.91%6,835,314CommonSOLE
808625107SAICScience Applications Intl Corp$245.7M0.90%2,182,116CommonSOLE
25179M103DVNDevon Energy Corp$243.9M0.89%7,666,188CommonSOLE
093671105HRBH&R Block Inc$243.3M0.89%4,432,672CommonSOLE
488401100KMPRKemper Corp$230.4M0.84%3,569,116CommonSOLE
29261A100EHCEncompass Health Corp$223.7M0.82%1,823,800CommonSOLE
201723103CMCCommercial Metals Co$209.0M0.76%4,272,972CommonSOLE
736508847PORPortland Gen Elec Co New$207.6M0.76%5,108,491CommonSOLE
343498101FLOFlowers Foods Inc$206.0M0.75%12,891,094CommonSOLE
G8060N102STSensata Technologies Holding Plc$204.2M0.74%6,782,206CommonSOLE
24906P109XRAYDentsply Sirona Inc$196.8M0.72%12,393,522CommonSOLE
04247X102AWIArmstrong World Industries Inc$193.3M0.70%1,189,717CommonSOLE
05464C101AXONAxon Enterprise Inc$192.3M0.70%232,303CommonSOLE
29358P101ENSGEnsign Group Inc$185.1M0.68%1,200,179CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$184.2M0.67%1,434,231CommonSOLE
44930G107ICUIIcu Medical Inc$183.7M0.67%1,389,966CommonSOLE
57667L107MTCHMatch Group Inc$183.4M0.67%5,937,707CommonSOLE
76118Y104REZIResideo Technologies Inc$181.8M0.66%8,239,002CommonSOLE
35905A109FTDRFrontdoor Inc$181.5M0.66%3,078,667CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$181.3M0.66%100,984CommonSOLE
74164F103PRIMPrimoris Services Corp$178.0M0.65%2,283,477CommonSOLE
49803T300KRGKite Realty Group Tr$174.6M0.64%7,707,998CommonSOLE
150870103CECelanese Corp$174.4M0.64%3,151,229CommonSOLE
G50871105JAZZJazz Pharmaceuticals Plc Usd$172.9M0.63%1,628,959CommonSOLE
501889208LKQLkq Corp$171.7M0.63%4,640,407CommonSOLE
418056107HASHasbro Inc$170.1M0.62%2,304,041CommonSOLE
589889104MMSIMerit Med Systems Inc$170.1M0.62%1,819,378CommonSOLE
387328107GVAGranite Construction Inc$168.0M0.61%1,796,155CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$167.9M0.61%3,610,883CommonSOLE
00508Y102AYIAcuity Inc Com$167.6M0.61%561,739CommonSOLE
12621E103CNOCno Financial Group Inc$164.9M0.60%4,274,273CommonSOLE
127055101CBTCabot Corp$162.7M0.59%2,169,183CommonSOLE
26969P108EXPEagle Materials Inc$161.8M0.59%800,490CommonSOLE
109696104BCOBrinks Co$159.9M0.58%1,790,402CommonSOLE
144285103CRSCarpenter Technology Corp$156.6M0.57%566,670CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$155.0M0.57%5,221,118CommonSOLE
03064D108COLDAmericold Realty Trust$154.2M0.56%9,271,850CommonSOLE
410867105THGHanover Insurance Group Inc$153.3M0.56%902,647CommonSOLE
880779103TEXTerex Corp$151.9M0.55%3,252,453CommonSOLE
172755100CRUSCirrus Logic Inc$151.2M0.55%1,450,750CommonSOLE
68404L201OPCHOption Care Health Inc New$149.4M0.55%4,601,020CommonSOLE
371901109GNTXGentex Corp$149.3M0.54%6,789,322CommonSOLE
887389104TKRTimken Co$147.0M0.54%2,026,146CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$143.9M0.52%2,343,091CommonSOLE
227046109CROXCrocs Inc$142.2M0.52%1,404,147CommonSOLE
577081102MATMattel Inc$141.5M0.52%7,174,855CommonSOLE
84857L101SRSpire Inc$140.3M0.51%1,921,575CommonSOLE
989701107ZIONZions Bancorporation Na$140.2M0.51%2,699,454CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$139.3M0.51%805,370CommonSOLE
50077B207KTOSKratos Defense & Sec Solutions$138.8M0.51%2,988,289CommonSOLE
626755102MUSAMurphy Usa Inc$136.1M0.50%334,657CommonSOLE
928881101VNTVontier Corporation Com$135.9M0.50%3,684,257CommonSOLE
32051X108FHBFirst Hawaiian Inc$135.4M0.49%5,425,973CommonSOLE
57164Y107VACMarriott Vacations Worldwide C$133.2M0.49%1,841,593CommonSOLE
624758108MWAMueller Water Products Inc Ser A$132.7M0.48%5,519,486CommonSOLE
070830104BBWIBath & Body Works Inc$131.3M0.48%4,382,154CommonSOLE
20602D101CNXCConcentrix Corp$129.9M0.47%2,457,468CommonSOLE
680665205OLNOlin Corp Par $1$129.6M0.47%6,449,889CommonSOLE
03820C105AITApplied Industrial Technologies Inc$128.5M0.47%552,991CommonSOLE
314211103FHIFederated Hermes Inc Cl B$124.9M0.46%2,817,805CommonSOLE
76171L106REYNReynolds Consumer Prods Inc$124.9M0.46%5,829,632CommonSOLE
410120109HWCHancock Whitney Corporation$123.6M0.45%2,153,030CommonSOLE
577933104MMSMaximus Inc$122.1M0.45%1,738,818CommonSOLE
398433102GFFGriffon Corp$121.5M0.44%1,678,715CommonSOLE
55024U109LITELumentum Holdings Inc$117.3M0.43%1,233,644CommonSOLE
12740C103CADECadence Bank$115.7M0.42%3,616,976CommonSOLE
917047102URBNUrban Outfitters Inc$114.8M0.42%1,583,234CommonSOLE
40131M109GHGuardant Health Inc$114.4M0.42%2,197,829CommonSOLE
75281A109RRCRange Resources Corp$114.4M0.42%2,812,002CommonSOLE
077454106BDCBelden Inc$114.2M0.42%986,379CommonSOLE
783549108RRyder Systems Inc$112.8M0.41%709,631CommonSOLE
008252108AMGAffiliated Managers Group Inc$112.3M0.41%570,857CommonSOLE
91307C102UTHRUnited Therapeutics Corp$111.2M0.41%387,046CommonSOLE
257651109DCIDonaldson Inc$110.7M0.40%1,596,364CommonSOLE
938824109WAFDWafd Inc Com$108.1M0.39%3,691,296CommonSOLE
703481101PTENPatterson-Uti Energy Inc$107.0M0.39%18,045,701CommonSOLE
29977A105EVREvercore Inc Class A$102.9M0.38%381,029CommonSOLE
302081104EXLSExlservice Holdings Inc$98.6M0.36%2,252,210CommonSOLE
86333M108LRNStride Inc$97.7M0.36%673,057CommonSOLE
440327104HMNHorace Mann Educators Corp$97.1M0.35%2,259,743CommonSOLE
204166102CVLTCommvault Systems Inc$96.5M0.35%553,374CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$96.4M0.35%1,296,411CommonSOLE
258278100DORMDorman Prods Inc$96.2M0.35%784,041CommonSOLE
093712107BEBloom Energy Corp Cl A$94.2M0.34%3,936,773CommonSOLE
750236101RDNRadian Group Inc$92.9M0.34%2,578,931CommonSOLE
126349109CSNCsg Systems Intl Inc$92.9M0.34%1,422,260CommonSOLE
403949100DINOHf Sinclair Corporation$92.2M0.34%2,244,271CommonSOLE
751212101RLRalph Lauren Corp Cl A$91.7M0.33%334,289CommonSOLE
82900L102SMPLSimply Good Foods Co$91.6M0.33%2,898,544CommonSOLE
607828100MODModine Manufacturing Co$90.7M0.33%920,504CommonSOLE
207410101CNMDConmed Corp$90.7M0.33%1,740,630CommonSOLE
450056106IRTCIrhythm Technologies Inc$90.3M0.33%586,478CommonSOLE
G48833118WFRDWeatherford Intl Plc$89.0M0.32%1,769,901CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$88.9M0.32%539,997CommonSOLE
397624107GEFGreif Inc Cl A$88.6M0.32%1,363,166CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$87.9M0.32%1,285,423CommonSOLE
G0585R106AGOAssured Guaranty Ltd$86.9M0.32%998,149CommonSOLE
62886E108VYXNcr Voyix Corporation Com$86.3M0.31%7,359,591CommonSOLE
553530106MSMMsc Industrial Direct Inc Cl A$86.1M0.31%1,012,305CommonSOLE
477839104JBTMJBT Marel Corporation Com$85.0M0.31%706,684CommonSOLE
87901J105TGNATegna Inc$84.7M0.31%5,055,045CommonSOLE
4315711089HIHillenbrand Inc$84.0M0.31%4,184,524CommonSOLE
29415F104NVSTEnvista Holdings Corporation$83.2M0.30%4,255,767CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$82.4M0.30%7,063,007CommonSOLE
835495102SONSonoco Prods Co$82.2M0.30%1,887,149CommonSOLE
410345102HN9Hanesbrands Inc$81.7M0.30%17,832,514CommonSOLE
45867G101IDCCInterdigital Inc$81.7M0.30%364,216CommonSOLE
61945C103MOSMosaic Co$81.1M0.30%2,224,209CommonSOLE
97650W108WTFCWintrust Financial Corp$81.1M0.30%653,858CommonSOLE
45780R101IBPInstalled Building Prods Inc$80.7M0.29%447,348CommonSOLE
92645B103VCTRVictory Cap Holdings Inc Cl A$79.4M0.29%1,246,382CommonSOLE
127190304CACICaci International Inc Cl A$79.3M0.29%166,376CommonSOLE
53190C102LTHLife Time Group Holdings Inc Common$79.0M0.29%2,603,648CommonSOLE
01741R102ATIATI Inc$78.7M0.29%911,108CommonSOLE
29272W109ENREnergizer Holdings Inc$78.6M0.29%3,896,859CommonSOLE
360271100FULTFulton Financial Corp Pa$77.8M0.28%4,313,138CommonSOLE
16359R103CHEChemed Corp$77.2M0.28%158,581CommonSOLE
919794107VLYValley National Bancorp$77.0M0.28%8,624,572CommonSOLE
70202L102PSNParsons Corp$76.8M0.28%1,069,677CommonSOLE
G25457105CRDOCredo Technology Group Holding$76.7M0.28%828,259CommonSOLE
099724106BWABorgwarner Inc$74.8M0.27%2,233,407CommonSOLE
092113109BKHBlack Hills Corp$74.5M0.27%1,328,729CommonSOLE
50050N103KTBKontoor Brands Inc$74.1M0.27%1,122,924CommonSOLE
26603R106DUOLDuolingo Inc Cl A$73.2M0.27%178,538CommonSOLE
28414H103ELANElanco Animal Health Inc$72.9M0.27%5,102,701CommonSOLE
801056102SANMSanmina Corporation$72.1M0.26%736,595CommonSOLE
74164M108PRIPrimerica Inc$71.9M0.26%262,746CommonSOLE
43940T109HOPEHope Bancorp Inc$71.7M0.26%6,681,606CommonSOLE
860630102SFStifel Financial Corp$70.7M0.26%681,134CommonSOLE
74736K101QRVOQorvo Inc$70.3M0.26%827,666CommonSOLE
57686G105MATXMatson Inc$70.0M0.26%628,616CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$68.5M0.25%2,734,140CommonSOLE
63001N106NATLNcr Atleos Corporation$68.4M0.25%2,398,033CommonSOLE
159864107CRLCharles River Laboratories Intl Inc$67.6M0.25%445,808CommonSOLE
G037AX101AMBAAmbarella Inc$67.2M0.25%1,017,287CommonSOLE
758750103RRXRegal Rexnord Corporation$66.7M0.24%459,824CommonSOLE
827048109SLGNSilgan Holdings Inc$66.5M0.24%1,227,897CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$66.5M0.24%670,676CommonSOLE
13057Q305CRCCalifornia Resources Corp New$65.5M0.24%1,434,494CommonSOLE
91680M107UPSTUpstart Holdings Inc$65.5M0.24%1,012,114CommonSOLE
65290E101NXTNextracker Inc Class A$65.3M0.24%1,200,637CommonSOLE
92343X100VTYVerint Systems Inc$65.2M0.24%3,316,619CommonSOLE
70509V100PEBPebblebrook Hotel Tr$64.7M0.24%6,473,422CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$64.7M0.24%1,243,008CommonSOLE
358054104FRSHFreshworks Inc Class A$64.5M0.24%4,324,727CommonSOLE
10950A106BTSGBrightspring Health Services Inc$64.2M0.23%2,722,772CommonSOLE
04626A103ALABAstera Laboratories Inc$64.2M0.23%710,337CommonSOLE
816850101SMTCSemtech Corp$64.1M0.23%1,419,708CommonSOLE
600544100MLKNMillerknoll Inc$63.3M0.23%3,258,020CommonSOLE
099406100BOOTBoot Barn Holdings Inc$62.3M0.23%409,930CommonSOLE
81211K100SDASealed Air Corp$62.1M0.23%1,999,982CommonSOLE
946784105WAYWaystar Holding Corp$61.9M0.23%1,514,590CommonSOLE
25402D102DOCNDigitalocean Holdings Inc$61.4M0.22%2,150,022CommonSOLE
737446104POSTPost Holdings Inc$61.4M0.22%563,110CommonSOLE
552953101MGMMgm Resorts International$61.1M0.22%1,777,424CommonSOLE
04621X108AIZAssurant Inc$60.6M0.22%307,103CommonSOLE
918284100VSECVse Corp$60.6M0.22%462,978CommonSOLE
91332U101UUnity Software Inc$59.2M0.22%2,446,406CommonSOLE
10316T104BOXBox Inc Cl A$59.2M0.22%1,731,303CommonSOLE
466313103JBLJabil Inc$59.1M0.22%271,134CommonSOLE
33768G107FCFSFirstCash Holdings Inc$58.2M0.21%430,488CommonSOLE
00737L103CVSAAdtalem Global Ed Inc$57.9M0.21%454,880CommonSOLE
55087P104LYFTLyft Inc Cl A$57.8M0.21%3,664,459CommonSOLE
000957100ABMAbm Industries Inc$57.4M0.21%1,215,140CommonSOLE
N14506104ESTCElastic Nv Ord$56.8M0.21%673,093CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$56.0M0.20%539,354CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$54.8M0.20%1,505,487CommonSOLE
55345K10337MMRC Global Inc$54.7M0.20%3,987,643CommonSOLE
69047Q102OVVOvintiv Inc$54.1M0.20%1,421,298CommonSOLE
729132100PLXSPlexus Corp$53.7M0.20%396,510CommonSOLE
45827U109INTAIntapp Inc$52.8M0.19%1,023,208CommonSOLE
37637K108GTLBGitlab Inc Class A$51.4M0.19%1,140,540CommonSOLE
13462K109CWHCamping World Holdings Inc Cl A$51.4M0.19%2,989,607CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$51.2M0.19%2,336,475CommonSOLE
G2717B108Cushman Wakefield Plc$49.9M0.18%4,505,031CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$49.3M0.18%897,516CommonSOLE
11373M107BB3Brookline Bancorp Inc$49.3M0.18%4,668,908CommonSOLE
513272104LWLamb Weston Holdings Inc$48.7M0.18%939,752CommonSOLE
G8726X106TNKTeekay Tankers Ltd Cl A$48.6M0.18%1,165,771CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$47.8M0.17%3,892,532CommonSOLE
219798105QDELQuidelortho Corp$47.6M0.17%1,650,032CommonSOLE
338307101FIVNFive9 Inc$46.2M0.17%1,743,776CommonSOLE
830879102SKYWSkywest Inc$46.1M0.17%448,006CommonSOLE
126600105CVBFCvb Financial Corp$46.1M0.17%2,328,564CommonSOLE
904708104UNFUnifirst Corp Ma$45.7M0.17%242,793CommonSOLE
69349H107TXNMTXNM Energy Inc Com$45.5M0.17%808,746CommonSOLE
28035Q102EPCEdgewell Pers Care Co$45.5M0.17%1,941,593CommonSOLE
420261109HWKNHawkins Inc$44.7M0.16%314,752CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$44.3M0.16%1,826,182CommonSOLE
000360206AAONAaon Inc$43.9M0.16%595,091CommonSOLE
674215207CHRDChord Energy Corp Com New$43.7M0.16%450,991CommonSOLE
296315104ESEEsco Technologies Inc$42.6M0.16%222,262CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$42.3M0.15%1,431,029CommonSOLE
87165B103SYFSynchrony Financial$42.3M0.15%633,994CommonSOLE
30040P103EVTCEvertec Inc$41.6M0.15%1,153,293CommonSOLE
89055F103BLDTopbuild Corp$41.1M0.15%127,098CommonSOLE
743312100PRGSProgress Software Corp$40.8M0.15%638,990CommonSOLE
205768302CRKComstock Resources Inc$39.8M0.15%1,437,407CommonSOLE
443320106HUBGHub Group Inc Cl A$39.5M0.14%1,181,802CommonSOLE
624756102MLIMueller Industries Inc$38.7M0.14%487,597CommonSOLE
505336107LZBLa-Z-Boy Inc$38.7M0.14%1,040,656CommonSOLE
224408104CRCrane Company Common Stock$37.8M0.14%199,307CommonSOLE
37253A103THRMGentherm Inc$37.8M0.14%1,335,194CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$37.7M0.14%2,319,909CommonSOLE
11135E203BNLBroadstone Net Lease Inc$37.1M0.14%2,313,753CommonSOLE
05329W102ANAutonation Inc$37.0M0.13%186,286CommonSOLE
256677105DGDollar General Corp$36.3M0.13%317,792CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$36.0M0.13%999,241CommonSOLE
50060P106KOPKoppers Holdings Inc$35.8M0.13%1,112,104CommonSOLE
05945F103BANFBancfirst Corp$33.5M0.12%271,273CommonSOLE
880345103TNCTennant Co$33.0M0.12%425,711CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$32.8M0.12%16,787CommonSOLE
489170100KMTKennametal Inc$32.5M0.12%1,413,812CommonSOLE
09227Q100BLKBBlackbaud Inc$31.3M0.11%487,895CommonSOLE
45826H109ITGRInteger Holdings Corp$30.4M0.11%247,515CommonSOLE
609027107MCRIMonarch Casino & Resort Inc$29.7M0.11%343,423CommonSOLE
891092108TTCToro Co$29.5M0.11%416,748CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$29.0M0.11%1,263,772CommonSOLE
184496107CLHClean Harbors Inc$29.0M0.11%125,506CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$28.6M0.10%1,507,086CommonSOLE
87265H109T86Tri Pointe Homes Inc$28.6M0.10%894,206CommonSOLE
668074305NWENorthwestern Corp New$28.2M0.10%549,480CommonSOLE
12008R107BLDRBuilders Firstsource Inc$28.0M0.10%239,663CommonSOLE
880770102TERTeradyne Inc$26.7M0.10%296,748CommonSOLE
31620M106FISFidelity Natl Information Services$26.4M0.10%324,022CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$26.4M0.10%85,480CommonSOLE
278642103EBAYEbay Inc$25.6M0.09%344,285CommonSOLE
574599106MASMasco Corp$24.9M0.09%387,468CommonSOLE
37940X102GPNGlobal Payments Inc$24.8M0.09%309,642CommonSOLE
941848103WATWaters Corp$24.4M0.09%69,806CommonSOLE
88162F105TTITetra Technologies Inc$24.1M0.09%7,172,087CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$23.9M0.09%388,417CommonSOLE
198516106COLMColumbia Sportswear Co$23.7M0.09%387,954CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc Com$23.4M0.09%521,113CommonSOLE
754907103RYNRayonier Inc$23.2M0.08%1,048,051CommonSOLE
06417N103OZKBank Ozk$23.0M0.08%487,685CommonSOLE
76009N100UPBDUpbound Group Inc$22.7M0.08%905,718CommonSOLE
58506Q109MEDPMedpace Holdings Inc$22.6M0.08%71,876CommonSOLE
512807306LRCXLam Research Corp New$22.5M0.08%231,458CommonSOLE
256746108DLTRDollar Tree Inc$22.0M0.08%222,161CommonSOLE
038222105AMATApplied Materials Inc$21.7M0.08%118,354CommonSOLE
014491104ALEXAlexander & Baldwin Inc$21.6M0.08%1,213,359CommonSOLE
191098102COKECoca-Cola Cons Inc$21.0M0.08%187,827CommonSOLE
172908105CTASCintas Corp$20.7M0.08%93,055CommonSOLE
511656100LKFNLakeland Financial Corp$20.6M0.08%335,901CommonSOLE
778296103ROSTRoss Stores Inc$20.5M0.07%160,814CommonSOLE
103304101BYDBoyd Gaming Corp$20.3M0.07%259,191CommonSOLE
67103H107ORLYOreilly Automotive Inc$19.2M0.07%212,795CommonSOLE
482480100KLACKla Corp New$18.8M0.07%20,958CommonSOLE
47580P103JELDJeld-Wen Holding Inc$18.7M0.07%4,769,205CommonSOLE
16208T102CLDTChatham Lodging Tr$18.6M0.07%2,674,839CommonSOLE
224441105CXTCrane Nxt Co Com$18.2M0.07%337,988CommonSOLE
48123V102ZDZiff Davis Inc$18.1M0.07%596,975CommonSOLE
34959E109FTNTFortinet Inc$18.0M0.07%170,470CommonSOLE
701094104PHParker-Hannifin Corp$17.7M0.06%25,409CommonSOLE
907818108UNPUnion Pacific Corp$17.1M0.06%74,252CommonSOLE
02005N100ALLYAlly Financial Inc$17.0M0.06%437,678CommonSOLE
830566105SKAASkechers Us A Inc Cl A$17.0M0.06%269,939CommonSOLE
628778102NBTBNbt Bancorp Inc$16.8M0.06%404,984CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$16.4M0.06%48,154CommonSOLE
00724F101ADBEAdobe Systems Incorporated$16.1M0.06%41,729CommonSOLE
55939A107MAGNMagnera Corp$15.9M0.06%1,317,215CommonSOLE
020764106AMRAlpha Metallurgical Resource Inc$15.4M0.06%136,745CommonSOLE
Y41053102INSWInternational Seaways Inc$14.9M0.05%407,452CommonSOLE
7495271071RGRev Group Inc$14.3M0.05%300,530CommonSOLE
053807103AVTAvnet Inc$14.3M0.05%269,225CommonSOLE
243537107DECKDeckers Outdoor Corp$13.8M0.05%133,777CommonSOLE
278865100ECLEcolab Inc$13.7M0.05%50,761CommonSOLE
570535104MKLMarkel Corp$13.6M0.05%6,808CommonSOLE
024061103DCHAmerican Axle & Manufacturing$13.3M0.05%3,251,273CommonSOLE
16411R208LNGCheniere Energy Inc New$12.8M0.05%52,534CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$12.4M0.05%228,320CommonSOLE
37959E102GLGlobe Life Inc$12.3M0.04%99,162CommonSOLE
05368V106AVNTAvient Corporation$12.1M0.04%375,437CommonSOLE
G5005R107JRVRJames Riv Group Ltd$12.0M0.04%2,047,642CommonSOLE
504922105LHLabcorp Holdings Inc$10.7M0.04%40,933CommonSOLE
464287648IWOIShares Russell 2000 Grwth ETF$10.7M0.04%37,470CommonSOLE
89400J107TRUTransunion$10.2M0.04%115,983CommonSOLE
G8267P108SWSmurfit Westrock Plc$10.1M0.04%234,710CommonSOLE
445658107JBHTHunt J B Trans Services Inc$9.9M0.04%69,129CommonSOLE
260557103DOWDow Chemical Co$9.5M0.03%357,191CommonSOLE
03027X100AMTAmerican Tower Corp$9.3M0.03%42,239CommonSOLE
27579R104EWBCEast West Bancorp Inc$9.0M0.03%88,956CommonSOLE
143130102KMXCarmax Inc$8.8M0.03%131,481CommonSOLE
449172105HYHyster-Yale Inc$8.6M0.03%216,774CommonSOLE
N53745100LYBLyondellbasell Industries Nv - A -$8.6M0.03%148,370CommonSOLE
03852U106ARMKAramark$8.1M0.03%193,044CommonSOLE
146229109CRICarters Inc$8.0M0.03%265,272CommonSOLE
11120U105BRXBrixmor Property Group Inc$7.9M0.03%301,486CommonSOLE
G0176J109ALLEAllegion Plc$7.3M0.03%50,960CommonSOLE
457187102INGRIngredion Inc$7.2M0.03%53,283CommonSOLE
384109104GGGGraco Inc$7.2M0.03%83,788CommonSOLE
228368106CCKCrown Holdings Inc$7.2M0.03%69,673CommonSOLE
127097103CTRACoterra Energy Inc$6.9M0.03%273,426CommonSOLE
513847103MZTIMarzetti Company Com$6.9M0.03%39,710CommonSOLE
680223104ORIOld Republic Intl Corp$6.8M0.02%176,115CommonSOLE
525327102LDOSLeidos Holdings Inc$6.7M0.02%42,206CommonSOLE
650111107NYTNew York Times Co Cl A$6.5M0.02%116,406CommonSOLE
55261F104MTBM & T Bank Corp$6.5M0.02%33,404CommonSOLE
78467J100SSNCSs&C Technologies Holdings Inc$6.3M0.02%76,391CommonSOLE
594918104MSFTMicrosoft Corp$6.1M0.02%12,295CommonSOLE
690742101OCOwens Corning New$6.0M0.02%43,373CommonSOLE
64110D104NTAPNetapp Inc$5.7M0.02%53,317CommonSOLE
67066G104NVDANvidia Corporation$5.2M0.02%33,021CommonSOLE
024013104AATAmerican Assets Tr Inc$5.2M0.02%263,618CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$5.2M0.02%36,622CommonSOLE
824348106SHWSherwin Williams Co$4.7M0.02%13,617CommonSOLE
037833100AAPLApple Inc$4.7M0.02%22,741CommonSOLE
00971T101AKAMAkamai Technologies Inc$4.6M0.02%58,098CommonSOLE
447011107HUNHuntsman Corp$4.5M0.02%433,489CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$4.5M0.02%28,475CommonSOLE
92345Y106VRSKVerisk Analytics Inc$4.4M0.02%14,258CommonSOLE
G02602103DOXAmdocs Ltd$4.4M0.02%48,309CommonSOLE
G8994E103TTTrane Technologies Plc Shs$4.4M0.02%10,024CommonSOLE
30212P303EXPEExpedia Group Inc New$4.4M0.02%25,945CommonSOLE
L72967109OECOrion S.A. Com$4.2M0.02%404,302CommonSOLE
942749102WTSWatts Water Technologies Inc Cl A$4.2M0.02%17,246CommonSOLE
115236101BROBrown & Brown Inc$4.2M0.02%37,958CommonSOLE
15189T107CNPCenterpoint Energy Inc$4.2M0.02%114,138CommonSOLE
637870106NSANational Storage Affiliates Tr$4.1M0.02%128,907CommonSOLE
049560105ATOAtmos Energy Corp$4.1M0.01%26,663CommonSOLE
74460D109PSAPublic Storage$4.0M0.01%13,621CommonSOLE
031100100AMEAmetek Inc$3.9M0.01%21,675CommonSOLE
806407102HSICHenry Schein Inc$3.9M0.01%53,205CommonSOLE
023135106AMZNAmazon.Com Inc$3.8M0.01%17,397CommonSOLE
44980X109IPGPIpg Photonics Corp$3.8M0.01%54,846CommonSOLE
745867101PHMPulte Group Inc$3.7M0.01%35,558CommonSOLE
74727A104QCRHQcr Holdings Inc$3.7M0.01%54,965CommonSOLE
53803X105LOBLive Oak Bancshares Inc$3.7M0.01%123,548CommonSOLE
05550J101BJBjs Wholesale Club Inc$3.6M0.01%33,054CommonSOLE
36467J108GLPIGaming & Leisure Properties Inc$3.5M0.01%75,688CommonSOLE
858119100STLDSteel Dynamics Inc$3.5M0.01%27,327CommonSOLE
436440101HO1Hologic Inc$3.5M0.01%53,471CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$3.4M0.01%19,413CommonSOLE
760759100RSGRepublic Services Inc$3.4M0.01%13,714CommonSOLE
776696106ROPRoper Technologies Inc$3.4M0.01%5,928CommonSOLE
64110L106NFLXNetflix Inc$3.3M0.01%2,495CommonSOLE
92936U109WPCWp Carey Inc$3.2M0.01%51,594CommonSOLE
723484101PNWPinnacle West Cap Corp$3.2M0.01%35,403CommonSOLE
315616102FFIVF5 Inc$3.1M0.01%10,672CommonSOLE
90384S303ULTAUlta Beauty Inc$3.1M0.01%6,700CommonSOLE
018802108LNTAlliant Energy Corp$3.1M0.01%51,332CommonSOLE
501044101KRKroger Co$3.1M0.01%43,148CommonSOLE
416515104HIGHartford Insurance Group Inc Com$3.0M0.01%24,014CommonSOLE
464287655IWMIShares Russell 2000 ETF$3.0M0.01%13,728CommonSOLE
15135B101CNCCentene Corp$2.8M0.01%50,831CommonSOLE
125896100CMSCms Energy Corp$2.6M0.01%38,118CommonSOLE
74834L100DGXQuest Diagnostics Inc$2.6M0.01%14,496CommonSOLE
532457108LLYLilly Eli & Co$2.5M0.01%3,267CommonSOLE
G87110105FTITechnipfmc Plc$2.3M0.01%66,635CommonSOLE
68389X105ORCLOracle Corp$2.3M0.01%10,365CommonSOLE
12504L109CBRECbre Group Inc Cl A$2.1M0.01%15,050CommonSOLE
384802104GWWGrainger W W Inc$2.1M0.01%2,027CommonSOLE
30303M102METAMeta Platforms Inc$2.1M0.01%2,843CommonSOLE
125269100CFCf Industries Holdings Inc$2.1M0.01%22,673CommonSOLE
231021106CMICummins Inc$2.0M0.01%6,139CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B New$2.0M0.01%4,088CommonSOLE
281020107EIXEdison Intl$1.9M0.01%36,692CommonSOLE
09062X103BIIBBiogen Inc$1.9M0.01%14,899CommonSOLE
007973100AEISAdvanced Energy Industries$1.9M0.01%14,007CommonSOLE
55354G100MSCIMsci Inc$1.7M0.01%2,885CommonSOLE
931142103WMTWal-Mart Inc$1.5M0.01%15,530CommonSOLE
882681109TXRHTexas Roadhouse Inc$1.4M0.01%7,732CommonSOLE
60871R209TAPMolson Coors Beverage Co Cl B$1.4M0.01%29,270CommonSOLE
285512109EAElectronic Arts Inc$1.4M0.01%8,779CommonSOLE
316773100FITBFifth Third Bancorp$1.4M0.00%33,280CommonSOLE
231561101CWCurtiss Wright Corp$1.4M0.00%2,796CommonSOLE
733245104PRCHPorch Group Inc$1.3M0.00%112,465CommonSOLE
464287473IWSIShares Russell Midcap V ETF$1.3M0.00%9,816CommonSOLE
693506107PPGPpg Industries Inc$1.3M0.00%11,370CommonSOLE
147528103CASYCaseys General Stores Inc$1.3M0.00%2,496CommonSOLE
46266C105IQVIqvia Holdings Inc$1.3M0.00%7,974CommonSOLE
562750109MANHManhattan Associates Inc$1.2M0.00%6,154CommonSOLE
016255101ALGNAlign Technology Inc$1.2M0.00%6,302CommonSOLE
30231G102XOMExxon Mobile Corp$1.2M0.00%10,753CommonSOLE
05722G100BKRBaker Hughes Company Cl A$1.2M0.00%30,150CommonSOLE
739276103POWIPower Integrations Inc$1.1M0.00%20,442CommonSOLE
060505104BACBank Of America Corp$1.1M0.00%23,641CommonSOLE
219948106CPAYCorpay Inc$1.1M0.00%3,352CommonSOLE
25400W102APPSDigital Turbine Inc New$1.1M0.00%179,520CommonSOLE
00846U101AAgilent Technologies Inc$1.0M0.00%8,752CommonSOLE
46625H100JPMJpmorgan Chase & Co$1.0M0.00%3,529CommonSOLE
39304D102GDOTGreen Dot Corp Cl A$1.0M0.00%94,380CommonSOLE
681919106OMCOmnicom Group Inc$1.0M0.00%14,070CommonSOLE
533900106LECOLincoln Electric Holdings Inc$967,3550.00%4,666CommonSOLE
29430C102VSTSVestis Corporation$898,0870.00%156,734CommonSOLE
237194105DRIDarden Restaurants Inc$871,8800.00%4,000CommonSOLE
14149Y108CAHCardinal Health Inc$863,5200.00%5,140CommonSOLE
759509102RSReliance Steel & Aluminum Co$837,7990.00%2,669CommonSOLE
872590104TMUST-Mobile Us Inc$827,7150.00%3,474CommonSOLE
229899109CFRCullen Frost Bankers Inc$825,8880.00%6,425CommonSOLE
101137107BSXBoston Scientific Corp$813,6310.00%7,575CommonSOLE
031162100AMGNAmgen Inc$781,2300.00%2,798CommonSOLE
87288V101TSSITss Inc Del$775,0950.00%26,885CommonSOLE
142339100CSLCarlisle Cos Inc$768,0840.00%2,057CommonSOLE
651718504NPKINPK International Inc Com SHS$749,2630.00%88,045CommonSOLE
592688105MTDMettler Toledo International$725,9770.00%618CommonSOLE
036752103ELVElevance Health Inc$707,5180.00%1,819CommonSOLE
23834J201DAVEDave Inc Class A$705,9180.00%2,630CommonSOLE
922908595VBKVanguard Sm Cap Growth ETF$704,5310.00%2,544CommonSOLE
10948C107BVBrightview Holdings Inc$692,5570.00%41,595CommonSOLE
617446448MSMorgan Stanley$685,1430.00%4,864CommonSOLE
29089Q105EBSEmergent Biosolutions Inc$685,0210.00%107,370CommonSOLE
257554105DOMODomo Inc Cl B$666,7180.00%47,725CommonSOLE
92840M102VSTVistra Corp$666,7060.00%3,440CommonSOLE
576485205MTDRMatador Resources Co$630,3810.00%13,210CommonSOLE
46435G268SMMDIShares Russell 2500 ETF$613,9510.00%9,058CommonSOLE
761152107RMDResmed Inc$577,4040.00%2,238CommonSOLE
91324P102UNHUnitedhealth Group Inc$571,2170.00%1,831CommonSOLE
399473206GRPNGroupon Inc New$549,7510.00%16,435CommonSOLE
724479100PBIPitney Bowes Inc$538,8450.00%49,390CommonSOLE
02361E108AMRCAmeresco Inc Cl A$534,5360.00%35,190CommonSOLE
09180C106BJRIBjs Restaurants Inc$532,9700.00%11,950CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$532,1470.00%1,998CommonSOLE
876030107TPRTapestry Inc$516,1470.00%5,878CommonSOLE
156727109CRNCCerence Inc$491,3050.00%48,120CommonSOLE
88556E102TDUPThredup Inc Cl A$485,3520.00%64,800CommonSOLE
82312B106SHENShenandoah Telecommunications$475,3680.00%34,800CommonSOLE
24665A103DKDelek Us Holdings Inc$471,7850.00%22,275CommonSOLE
670346105NUENucor Corp$458,5720.00%3,540CommonSOLE
92719V100VMEO*Vimeo Inc Common Stock$455,9540.00%112,860CommonSOLE
07556Q881BZHBeazer Homes Usa Inc New$455,3410.00%20,355CommonSOLE
086516101BBYBest Buy Inc$455,1410.00%6,780CommonSOLE
277432100EMNEastman Chem Co$451,6930.00%6,050CommonSOLE
532746104LMNRLimoneira Co$449,7810.00%28,740CommonSOLE
75689M101RRGBRed Robin Gourmet Burgers Inc$445,5690.00%76,955CommonSOLE
98423J101XPERXperi Inc.$445,2540.00%56,290CommonSOLE
05366Y201AVNWAviat Networks Inc New$435,6660.00%18,115CommonSOLE
30050B101EVHEvolent Health Inc Cl A$430,1320.00%38,200CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$427,1220.00%38,794CommonSOLE
883203101TXTTextron Inc$425,5370.00%5,300CommonSOLE
889478103TOLToll Brothers Inc$424,6780.00%3,721CommonSOLE
535219109LINDLindblad Expeditions Holdings Inc$420,1200.00%36,000CommonSOLE
64110Y108NLOPNet Lease Office Properties$414,8500.00%12,745CommonSOLE
89455T109TMCITreace Med Concepts Inc$405,1320.00%68,900CommonSOLE
53566V106LINELineage Inc$400,6020.00%9,205CommonSOLE
17306X102CTRNCiti Trends Inc$390,8300.00%11,705CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$387,0680.00%2,354CommonSOLE
192446102CTSHCognizant Technology Solutions Cl A$385,4680.00%4,940CommonSOLE
064058100BKBank New York Mellon Corp$384,9400.00%4,225CommonSOLE
14167L103CDNACaredx Inc$381,5190.00%19,525CommonSOLE
759351604RGAReinsurance Group Of America Inc$376,8840.00%1,900CommonSOLE
918090101UTZUtz Brands Inc Cl A$373,0490.00%29,725CommonSOLE
52466B103LZLegalzoom Com Inc Com$372,7500.00%41,835CommonSOLE
65340G205NXDTNexpoint Diversified Rel Et Tr$370,4630.00%88,416CommonSOLE
22266M104COURCoursera Inc$364,9420.00%41,660CommonSOLE
18453H106CCOClear Channel Outdoor Holdings In$358,8390.00%306,700CommonSOLE
34379V103FLNCFluence Energy Inc Cl A$357,5420.00%53,285CommonSOLE
962166104WYWeyerhaeuser Co Mtn Be$356,5770.00%13,880CommonSOLE
31154R109FPIFarmland Partners Inc$356,2920.00%30,955CommonSOLE
21676P103CPSCooper-Standard Holdings Inc$350,1280.00%16,285CommonSOLE
128246105CVGWCalavo Growers Inc$349,9240.00%13,160CommonSOLE
74467Q103PUBMPubmatic Inc Cl A$346,2670.00%27,835CommonSOLE
001055102AFLAflac Inc$341,1630.00%3,235CommonSOLE
64049M209NEONeogenomics Inc New$335,0170.00%45,830CommonSOLE
11040G103VTOLBristow Group Inc$334,3160.00%10,140CommonSOLE
89469A104THSTreehouse Foods Inc$323,9260.00%16,680CommonSOLE
90385V107UCTTUltra Clean Holdings Inc$321,7350.00%14,255CommonSOLE
98888T107ZIMVZimvie Inc$321,4530.00%34,380CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$319,5900.00%6,030CommonSOLE
602496101MDXGMimedx Group Inc$318,0870.00%52,060CommonSOLE
77664L207ROOTRoot Inc Cl A$303,2890.00%2,370CommonSOLE
892231101TSQTownsquare Media Inc Cl A$302,9130.00%38,295CommonSOLE
458140100INTCIntel Corp$299,1740.00%13,356CommonSOLE
184499101CLNEClean Energy Fuels Corp$297,8040.00%152,720CommonSOLE
59522J103MAAMid-America Apartment Communities$296,7600.00%2,005CommonSOLE
589378108MRCYMercury Systems Inc$294,3110.00%5,464CommonSOLE
96145W103WESTWestrock Coffee Co$291,5140.00%50,875CommonSOLE
913915104UTIUniversal Technical Inst Inc$288,9120.00%8,525CommonSOLE
206787103CNDTConduent Inc$276,6170.00%104,779CommonSOLE
855919106STRZStarz Entertainment Corp$276,5650.00%17,210CommonSOLE
83207R107SDHCSmith Douglas Homes Corp Cl A$272,4630.00%14,030CommonSOLE
74319R101PRGProg Holdings Inc Npv$271,0470.00%9,235CommonSOLE
36266G107GEHCGe Healthcare Technologies Inc$257,7640.00%3,480CommonSOLE
76029L100RPAYRepay Holdings Corp Cl A$256,8340.00%53,285CommonSOLE
89269P103Traeger Inc Common Stock$244,5950.00%143,038CommonSOLE
718546104PSXPhillips 66$235,7370.00%1,976CommonSOLE
921659108VNDAVanda Pharmaceuticals Inc$234,8200.00%49,750CommonSOLE
45168D104IDXXIdexx Laboratories Inc$232,7720.00%434CommonSOLE
26622P107DOCSDoximity Inc Cl A$226,2910.00%3,689CommonSOLE
640491106NEOGNeogen Corp$217,3940.00%45,480CommonSOLE
49338L103KEYSKeysight Technologies Inc$170,2510.00%1,039CommonSOLE
444859102HUMHumana Inc$165,0240.00%675CommonSOLE
86800U302SMCISuper Micro Computer Inc New$143,6970.00%2,932CommonSOLE
464287804IJRIshares Core S&P Small Cap E$140,5810.00%1,286CommonSOLE
957638109WALWestern Alliance Bancorp$135,8600.00%1,742CommonSOLE
741623102PRMBPrimo Brands Corporation Cl A$133,0260.00%4,491CommonSOLE

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.