MondegarAI
FULLER & THALER ASSET MANAGEMENT, INC.

Q4 2025 · 13F-HR/A

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2026-02-18 · accession 0001420506-26-000594

$29.60B
Reported value
498
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G0250X107AMCRAmcor Plc$499.3M1.69%59,866,243CommonSOLE
42250P103DOCHealthpeak Properties Inc$476.7M1.61%29,648,260CommonSOLE
74164F103PRIMPrimoris Services Corp$377.2M1.27%3,038,248CommonSOLE
302520101FNBFnb Corp$359.3M1.21%21,013,099CommonSOLE
55024U109LITELumentum Holdings Inc$358.1M1.21%971,609CommonSOLE
680033107ONBOld Natl Bancorp Ind$354.8M1.20%15,902,994CommonSOLE
30161Q104EXELExelixis Inc$348.9M1.18%7,960,896CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$324.4M1.10%3,313,661CommonSOLE
G50871105JAZZJazz Pharmaceuticals Plc Usd$285.1M0.96%1,677,132CommonSOLE
388689101GPKGraphic Packaging Holding Co$281.7M0.95%18,704,259CommonSOLE
493267108KEYKeycorp$276.7M0.93%13,406,380CommonSOLE
199908104FIXComfort Systems Usa Inc$269.8M0.91%289,039CommonSOLE
001084102AGCOAgco Corp$266.0M0.90%2,550,165CommonSOLE
808625107SAICScience Applications Intl Corp$264.4M0.89%2,626,951CommonSOLE
201723103CMCCommercial Metals Co$264.3M0.89%3,817,829CommonSOLE
835495102SONSonoco Products Company$257.6M0.87%5,901,950CommonSOLE
25179M103DVNDevon Energy Corp$255.6M0.86%6,977,967CommonSOLE
501889208LKQLkq Corp$249.4M0.84%8,258,251CommonSOLE
40131M109GHGuardant Health Inc$249.4M0.84%2,441,730CommonSOLE
093712107BEBloom Energy Corp Cl A$238.3M0.80%2,742,201CommonSOLE
741623102PRMBPrimo Brands Corporation Class A$236.3M0.80%14,454,637CommonSOLE
G4766E116INDVIndivior Plc$228.6M0.77%6,371,534CommonSOLE
57667L107MTCHMatch Group Inc$224.9M0.76%6,965,319CommonSOLE
G9618E107WTMWhite Mountains Ins Group Ltd$224.8M0.76%108,172CommonSOLE
29084Q100EMEEmcor Group Inc$222.6M0.75%363,774CommonSOLE
03064D108COLDAmericold Realty Trust$222.4M0.75%17,295,173CommonSOLE
68404L201OPCHOption Care Health Inc New$221.7M0.75%6,958,800CommonSOLE
29261A100EHCEncompass Health Corp$218.0M0.74%2,053,690CommonSOLE
902681105UGIUgi Corp$207.6M0.70%5,546,238CommonSOLE
G8060N102STSensata Technologies Holding Plc$200.4M0.68%6,019,414CommonSOLE
008252108AMGAffiliated Managers Group Inc$197.6M0.67%685,588CommonSOLE
736508847PORPortland Gen Elec Co New$196.0M0.66%4,084,603CommonSOLE
35905A109FTDRFrontdoor Inc$194.9M0.66%3,377,903CommonSOLE
04247X102AWIArmstrong World Industries Inc$192.1M0.65%1,005,464CommonSOLE
109194100BFAMBright Horizons Fam Sol In Del$192.0M0.65%1,893,014CommonSOLE
172755100CRUSCirrus Logic Inc$187.1M0.63%1,578,555CommonSOLE
257651109DCIDonaldson Inc$187.0M0.63%2,109,595CommonSOLE
093671105HRBH&R Block Inc$186.8M0.63%4,285,516CommonSOLE
859241101STRLSterling Contruction Inc$185.4M0.63%605,452CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$185.1M0.63%1,142,340CommonSOLE
589889104MMSIMerit Med Systems Inc$183.1M0.62%2,077,796CommonSOLE
44930G107ICUIIcu Medical Inc$180.6M0.61%1,265,799CommonSOLE
366505105GTXGarrett Motion Inc$180.4M0.61%10,349,004CommonSOLE
65336K103NXSTNexstar Media Group Inc Cl A$175.2M0.59%863,084CommonSOLE
410867105THGHanover Insurance Group Inc$174.4M0.59%954,272CommonSOLE
49803T300KRGKite Realty Group Tr$173.3M0.59%7,229,883CommonSOLE
150870103CECelanese Corp$173.1M0.58%4,094,781CommonSOLE
00508Y102AYIAcuity Inc Com$172.5M0.58%479,177CommonSOLE
04621X108AIZAssurant Inc$168.0M0.57%697,555CommonSOLE
12621E103CNOCno Financial Group Inc$165.4M0.56%3,894,342CommonSOLE
751212101RLRalph Lauren Corp Cl A$157.1M0.53%444,337CommonSOLE
127055101CBTCabot Corp$155.3M0.52%2,343,322CommonSOLE
880779103TEXTerex Corp$154.2M0.52%2,889,224CommonSOLE
371901109GNTXGentex Corp$152.4M0.51%6,550,395CommonSOLE
553530106MSMMsc Industrial Direct Inc Cl A$151.1M0.51%1,796,316CommonSOLE
G48833118WFRDWeatherford Intl Plc$150.9M0.51%1,928,226CommonSOLE
887389104TKRTimken Co$150.5M0.51%1,788,542CommonSOLE
109696104BCOBrinks Co$149.8M0.51%1,282,958CommonSOLE
099724106BWABorgwarner Inc$147.5M0.50%3,274,442CommonSOLE
03820C105AITApplied Industrial Technologies Inc$147.0M0.50%572,376CommonSOLE
488401100KMPRKemper Corp$146.9M0.50%3,623,083CommonSOLE
G3922B107GGenpact Limited$145.6M0.49%3,112,290CommonSOLE
314211103FHIFederated Hermes Inc Cl B$145.1M0.49%2,786,066CommonSOLE
76118Y104REZIResideo Technologies Inc$144.5M0.49%4,115,270CommonSOLE
24906P109XRAYDentsply Sirona Inc$142.9M0.48%12,505,510CommonSOLE
91307C102UTHRUnited Therapeutics Corp$141.6M0.48%290,613CommonSOLE
387328107GVAGranite Construction Inc$141.1M0.48%1,223,143CommonSOLE
G25457105CRDOCredo Technology Group Holding$140.9M0.48%978,892CommonSOLE
928881101VNTVontier Corporation Com$140.4M0.47%3,777,518CommonSOLE
410120109HWCHancock Whitney Corporation$138.0M0.47%2,166,324CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$137.4M0.46%2,333,991CommonSOLE
827048109SLGNSilgan Holdings Inc$137.3M0.46%3,400,088CommonSOLE
04626A103ALABAstera Laboratories Inc$137.0M0.46%823,573CommonSOLE
577933104MMSMaximus Inc$136.9M0.46%1,585,970CommonSOLE
607828100MODModine Manufacturing Co$135.9M0.46%1,018,021CommonSOLE
84857L101SRSpire Inc$134.4M0.45%1,625,284CommonSOLE
783549108RRyder Systems Inc$133.9M0.45%699,803CommonSOLE
989701107ZIONZions Bancorporation Na$133.9M0.45%2,286,961CommonSOLE
76171L106REYNReynolds Consumer Prods Inc$131.3M0.44%5,729,554CommonSOLE
28414H103ELANElanco Animal Health Inc$130.6M0.44%5,771,622CommonSOLE
084680107BBTBeacon Financial Corp$128.6M0.43%4,878,380CommonSOLE
626755102MUSAMurphy Usa Inc$128.3M0.43%317,943CommonSOLE
228368106CCKCrown Holdings Inc$127.2M0.43%1,235,602CommonSOLE
32051X108FHBFirst Hawaiian Inc$125.1M0.42%4,944,614CommonSOLE
680665205OLNOlin Corp Par $1$122.5M0.41%5,882,744CommonSOLE
754907103RYNRayonier Inc$122.3M0.41%5,647,156CommonSOLE
624758108MWAMueller Water Products Inc Ser A$121.1M0.41%5,082,662CommonSOLE
91332U101UUnity Software Inc$120.5M0.41%2,727,648CommonSOLE
343498101FLOFlowers Foods Inc$119.7M0.40%10,997,655CommonSOLE
830879102SKYWSkywest Inc$119.0M0.40%1,184,956CommonSOLE
G3223R108EGEverest Reinsurance Group Ltd$117.5M0.40%346,305CommonSOLE
077454106BDCBelden Inc$116.6M0.39%1,000,118CommonSOLE
25402D102DOCNDigitalocean Holdings Inc$116.5M0.39%2,420,341CommonSOLE
7495271071RGRev Group Inc$115.4M0.39%1,898,440CommonSOLE
403949100DINOHf Sinclair Corporation$115.0M0.39%2,495,197CommonSOLE
10950A106BTSGBrightspring Health Services Inc$114.8M0.39%3,064,258CommonSOLE
12740C103CADECadence Bank$114.2M0.39%2,664,785CommonSOLE
450056106IRTCIrhythm Technologies Inc$113.5M0.38%639,423CommonSOLE
65290E101NXTNextpower Inc$112.7M0.38%1,293,747CommonSOLE
801056102SANMSanmina Corporation$109.9M0.37%732,369CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$109.6M0.37%2,788,748CommonSOLE
G97822103PRGOPerrigo Co Plc$108.9M0.37%7,824,759CommonSOLE
126349109CSNCsg Systems Intl Inc$108.7M0.37%1,417,330CommonSOLE
258278100DORMDorman Prods Inc$108.6M0.37%881,498CommonSOLE
938824109WAFDWafd Inc Com$107.8M0.36%3,366,379CommonSOLE
29358P101ENSGEnsign Group Inc$104.1M0.35%597,518CommonSOLE
33829M101FIVEFive Below Inc$103.4M0.35%549,053CommonSOLE
703481101PTENPatterson-Uti Energy Inc$100.4M0.34%16,432,955CommonSOLE
57164Y107VACMarriott Vacations Worldwide C$99.5M0.34%1,725,533CommonSOLE
440327104HMNHorace Mann Educators Corp$95.1M0.32%2,059,899CommonSOLE
92552V100VSATViasat Inc$93.9M0.32%2,726,200CommonSOLE
29977A105EVREvercore Inc Class A$93.9M0.32%276,075CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$92.8M0.31%1,379,575CommonSOLE
49845K101KVYOKlaviyo Inc Ser A$92.7M0.31%2,854,163CommonSOLE
302081104EXLSExlservice Holdings Inc$91.7M0.31%2,161,849CommonSOLE
97650W108WTFCWintrust Financial Corp$91.1M0.31%651,426CommonSOLE
45867G101IDCCInterdigital Inc$90.6M0.31%284,455CommonSOLE
379577208GMEDGlobus Med Inc Cl A$90.4M0.31%1,035,518CommonSOLE
830830105SKYSkyline Champion Corporation$90.3M0.30%1,068,430CommonSOLE
75281A109RRCRange Resources Corp$90.3M0.30%2,560,075CommonSOLE
81764X103TTANServicetitan Inc Cl A$89.7M0.30%842,275CommonSOLE
007973100AEISAdvanced Energy Industries$89.5M0.30%427,674CommonSOLE
918284100VSECVse Corp$89.5M0.30%517,873CommonSOLE
20337X109VISNVistance Networks Inc Com$88.7M0.30%4,893,777CommonSOLE
926400102VSCOVictorias Secret And Co Common$87.8M0.30%1,620,571CommonSOLE
004498101ACIWAci Worldwide Inc$86.9M0.29%1,816,588CommonSOLE
397624107GEFGreif Inc Cl A$86.5M0.29%1,277,828CommonSOLE
879369106TFXTeleflex Incorporated$85.1M0.29%696,950CommonSOLE
29415F104NVSTEnvista Holdings Corporation$84.2M0.28%3,879,845CommonSOLE
03784Y200APLEApple Hospitality Reit Inc New$84.2M0.28%7,107,802CommonSOLE
20602D101CNXCConcentrix Corp$83.8M0.28%2,014,615CommonSOLE
63001N106NATLNcr Atleos Corporation$83.5M0.28%2,189,867CommonSOLE
360271100FULTFulton Financial Corp Pa$82.4M0.28%4,262,431CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$82.0M0.28%2,539,396CommonSOLE
98956A105ZETAZeta Global Holdings Corp Cl A$82.0M0.28%4,027,355CommonSOLE
731068102PIIPolaris Inc$81.4M0.28%1,287,704CommonSOLE
919794107VLYValley National Bancorp$81.4M0.28%6,971,067CommonSOLE
55087P104LYFTLyft Inc Cl A$80.2M0.27%4,139,818CommonSOLE
418056107HASHasbro Inc$80.0M0.27%975,453CommonSOLE
G0585R106AGOAssured Guaranty Ltd$79.3M0.27%881,903CommonSOLE
090572207BIOBio Rad Laboratories Inc Cl A$78.6M0.27%259,577CommonSOLE
74758T303QLYSQualys Inc$78.6M0.27%591,358CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$77.9M0.26%2,952,866CommonSOLE
98983L108ZWSZurn Water Solutions Corp$77.8M0.26%1,673,479CommonSOLE
227046109CROXCrocs Inc$77.7M0.26%907,988CommonSOLE
750236101RDNRadian Group Inc$77.6M0.26%2,155,284CommonSOLE
98139A105WKWorkiva Inc Cl A$77.1M0.26%893,859CommonSOLE
53190C102LTHLife Time Group Holdings Inc Common$76.9M0.26%2,894,241CommonSOLE
099406100BOOTBoot Barn Holdings Inc$76.8M0.26%434,996CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$76.7M0.26%1,218,606CommonSOLE
98423F109XMTRXometry Inc Class A$76.4M0.26%1,284,571CommonSOLE
57686G105MATXMatson Inc$75.2M0.25%608,479CommonSOLE
75700L108RRRRed Rock Resorts Inc Cl A$74.8M0.25%1,207,404CommonSOLE
33768G107FCFSFirstCash Holdings Inc$74.6M0.25%468,199CommonSOLE
860630102SFStifel Financial Corp$74.0M0.25%590,949CommonSOLE
398433102GFFGriffon Corp$73.8M0.25%1,002,513CommonSOLE
74164M108PRIPrimerica Inc$73.6M0.25%284,890CommonSOLE
92846Q107COCOVita Coco Co Inc$73.2M0.25%1,381,657CommonSOLE
13057Q305CRCCalifornia Resources Corp New$72.3M0.24%1,616,761CommonSOLE
29272W109ENREnergizer Holdings Inc$70.7M0.24%3,552,829CommonSOLE
477839104JBTMJBT Marel Corporation Com$70.0M0.24%464,358CommonSOLE
19459J104COLLCollegium Pharmaceutical Inc$69.5M0.23%1,500,072CommonSOLE
844895102SWXSouthwest Gas Holdings Inc$68.9M0.23%861,108CommonSOLE
26701L100BROSDutch Brothers Inc Cl A$68.4M0.23%1,117,797CommonSOLE
62886E108VYXNcr Voyix Corporation Com$67.9M0.23%6,658,060CommonSOLE
88076W103TDCTeradata Corp$67.1M0.23%2,205,163CommonSOLE
70509V100PEBPebblebrook Hotel Tr$66.6M0.23%5,886,880CommonSOLE
43940T109HOPEHope Bancorp Inc$66.6M0.23%6,078,686CommonSOLE
127190304CACICaci International Inc Cl A$65.7M0.22%123,285CommonSOLE
729132100PLXSPlexus Corp$65.7M0.22%446,705CommonSOLE
466313103JBLJabil Inc$65.4M0.22%286,647CommonSOLE
26969P108EXPEagle Materials Inc$64.9M0.22%313,813CommonSOLE
207410101CNMDConmed Corp$64.6M0.22%1,591,590CommonSOLE
50050N103KTBKontoor Brands Inc$64.5M0.22%1,056,353CommonSOLE
52603A208LCLendingclub Corp New$63.6M0.21%3,356,936CommonSOLE
577081102MATMattel Inc$63.5M0.21%3,198,276CommonSOLE
457730109INSPInspire Med Systems Inc$61.6M0.21%668,099CommonSOLE
346375108FORMFormfactor Inc$60.5M0.20%1,084,528CommonSOLE
70439P108PAYPaymentus Holdings Inc Cl A$60.5M0.20%1,913,651CommonSOLE
G037AX101AMBAAmbarella Inc$60.1M0.20%848,092CommonSOLE
82982T106SITMSitime Corp$59.5M0.20%168,328CommonSOLE
76156B107RVLVRevolve Group Inc Cl A$59.4M0.20%1,968,249CommonSOLE
358054104FRSHFreshworks Inc Class A$58.2M0.20%4,748,985CommonSOLE
92337F107VCYTVeracyte Inc$58.2M0.20%1,381,437CommonSOLE
13100M509CALXCalix Inc$57.9M0.20%1,094,173CommonSOLE
458665304TILEInterface Inc$56.1M0.19%2,008,260CommonSOLE
000361105AIRAar Corp$55.7M0.19%672,877CommonSOLE
092113109BKHBlack Hills Corp$55.6M0.19%800,458CommonSOLE
600544100MLKNMillerknoll Inc$55.6M0.19%3,039,548CommonSOLE
53815P108RAMPLiveramp Holdings Inc$55.3M0.19%1,881,382CommonSOLE
256677105DGDollar General Corp$54.9M0.19%413,650CommonSOLE
11135E203BNLBroadstone Net Lease Inc$54.9M0.19%3,161,169CommonSOLE
N14506104ESTCElastic Nv Ord$54.9M0.19%727,763CommonSOLE
750491102RDNTRadnet Inc$54.8M0.19%768,464CommonSOLE
16359R103CHEChemed Corp$54.4M0.18%127,088CommonSOLE
N53745100LYBLyondellbasell Industries Nv - A -$53.2M0.18%1,229,686CommonSOLE
909907107UBSIUnited Bankshares Inc West Va$52.8M0.18%1,375,746CommonSOLE
45827U109INTAIntapp Inc$52.0M0.18%1,134,697CommonSOLE
G0692U109AXSAxis Cap Holdings Ltd$50.4M0.17%470,285CommonSOLE
500255104KSSKohls Corp$49.8M0.17%2,439,777CommonSOLE
782011100RSIRush Street Interactive Inc$48.9M0.17%2,517,402CommonSOLE
445658107JBHTHunt J B Trans Services Inc$48.2M0.16%248,042CommonSOLE
68278B107K4FOnestream Inc Cl A$47.6M0.16%2,592,382CommonSOLE
443320106HUBGHub Group Inc Cl A$47.4M0.16%1,111,492CommonSOLE
000957100ABMAbm Industries Inc$46.7M0.16%1,103,072CommonSOLE
070830104BBWIBath & Body Works Inc$46.6M0.16%2,322,222CommonSOLE
93403J106WRBYWarby Parker Inc Cl A$46.5M0.16%2,133,271CommonSOLE
89055F103BLDTopbuild Corp$46.1M0.16%110,435CommonSOLE
67011P100DNOWDNow Inc$45.7M0.15%3,447,059CommonSOLE
320209109FFBCFirst Financial Bancorp Oh$45.5M0.15%1,819,976CommonSOLE
457985208IARTIntegra Lifesciences Holdings Corp$45.2M0.15%3,636,360CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc Nc Cl$44.4M0.15%20,687CommonSOLE
37253A103THRMGentherm Inc$44.3M0.15%1,217,304CommonSOLE
87165B103SYFSynchrony Financial$44.0M0.15%527,292CommonSOLE
87901J105TGNATegna Inc$43.4M0.15%2,233,662CommonSOLE
58506Q109MEDPMedpace Holdings Inc$43.2M0.15%76,877CommonSOLE
319829107FCFFirst Commonwealth Financial Corp$42.4M0.14%2,516,155CommonSOLE
103304101BYDBoyd Gaming Corp$41.9M0.14%491,794CommonSOLE
204166102CVLTCommvault Systems Inc$40.3M0.14%321,591CommonSOLE
126600105CVBFCvb Financial Corp$39.5M0.13%2,122,443CommonSOLE
82900L102SMPLSimply Good Foods Co$38.3M0.13%1,908,919CommonSOLE
120076104BBWBuild-A-Bear Workshop Inc$37.5M0.13%612,577CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals Inc$37.3M0.13%1,394,463CommonSOLE
574599106MASMasco Corp$37.2M0.13%586,941CommonSOLE
296315104ESEEsco Technologies Inc$36.8M0.12%188,389CommonSOLE
489170100KMTKennametal Inc$36.7M0.12%1,290,870CommonSOLE
191098102COKECoca-Cola Cons Inc$35.9M0.12%234,031CommonSOLE
70614W100PTONPeloton Interactive Inc Cl A$35.5M0.12%5,763,106CommonSOLE
420261109HWKNHawkins Inc$35.3M0.12%248,638CommonSOLE
243537107DECKDeckers Outdoor Corp$35.1M0.12%338,177CommonSOLE
650111107NYTNew York Times Co Cl A$35.1M0.12%505,013CommonSOLE
880770102TERTeradyne Inc$34.9M0.12%180,135CommonSOLE
278642103EBAYEbay Inc$34.7M0.12%398,730CommonSOLE
53566V106LINELineage Inc$34.2M0.12%975,950CommonSOLE
30040P103EVTCEvertec Inc$34.0M0.11%1,167,810CommonSOLE
32020R109FFINFirst Financial Bankshares Inc$33.6M0.11%1,125,375CommonSOLE
505336107LZBLa-Z-Boy Inc$33.4M0.11%895,003CommonSOLE
30212P303EXPEExpedia Group Inc New$32.9M0.11%116,116CommonSOLE
989207105ZBRAZebra Technologies Corporation Cl A$32.9M0.11%135,385CommonSOLE
668074305NWENorthwestern Corp New$32.5M0.11%503,220CommonSOLE
05329W102ANAutonation Inc$32.1M0.11%155,386CommonSOLE
674215207CHRDChord Energy Corp Com New$30.5M0.10%329,492CommonSOLE
45780R101IBPInstalled Building Prods Inc$30.5M0.10%117,394CommonSOLE
48123V102ZDZiff Davis Inc$30.2M0.10%860,582CommonSOLE
624756102MLIMueller Industries Inc$30.1M0.10%262,466CommonSOLE
464287648IWOIShares Russell 2000 Grwth ETF$29.9M0.10%92,588CommonSOLE
891092108TTCToro Co$29.9M0.10%379,878CommonSOLE
05945F103BANFBancfirst Corp$28.7M0.10%270,370CommonSOLE
778296103ROSTRoss Stores Inc$28.6M0.10%158,519CommonSOLE
609027107MCRIMonarch Casino & Resort Inc$28.2M0.10%294,336CommonSOLE
941848103WATWaters Corp$27.8M0.09%73,285CommonSOLE
50060P106KOPKoppers Holdings Inc$27.5M0.09%1,013,818CommonSOLE
224408104CRCrane Company Common Stock$27.4M0.09%148,765CommonSOLE
743312100PRGSProgress Software Corp$27.3M0.09%634,746CommonSOLE
464287630IWNIShares Russell 2000 Value ETF$27.1M0.09%149,750CommonSOLE
172908105CTASCintas Corp$26.6M0.09%141,251CommonSOLE
58502B106MDMednax Inc$26.3M0.09%1,229,505CommonSOLE
907818108UNPUnion Pacific Corp$25.9M0.09%111,797CommonSOLE
828730200SFNCSimmons 1St Natl Corp Cl A $1 Par$25.8M0.09%1,369,380CommonSOLE
87265H109T86Tri Pointe Homes Inc$25.6M0.09%814,655CommonSOLE
09227Q100BLKBBlackbaud Inc$25.4M0.09%400,735CommonSOLE
05368V106AVNTAvient Corporation$25.0M0.08%799,621CommonSOLE
701094104PHParker-Hannifin Corp$24.7M0.08%28,150CommonSOLE
31620M106FISFidelity Natl Information Services$24.5M0.08%369,029CommonSOLE
92645B103VCTRVictory Cap Holdings Inc Cl A$23.1M0.08%365,830CommonSOLE
67103H107ORLYOreilly Automotive Inc$22.8M0.08%250,119CommonSOLE
37940X102GPNGlobal Payments Inc$22.4M0.08%289,369CommonSOLE
06417N103OZKBank Ozk$22.3M0.08%483,778CommonSOLE
278865100ECLEcolab Inc$22.0M0.07%83,713CommonSOLE
038222105AMATApplied Materials Inc$21.7M0.07%84,338CommonSOLE
512807306LRCXLam Research Corp New$20.7M0.07%120,731CommonSOLE
02005N100ALLYAlly Financial Inc$19.1M0.06%422,734CommonSOLE
184496107CLHClean Harbors Inc$18.9M0.06%80,791CommonSOLE
511656100LKFNLakeland Financial Corp$18.7M0.06%327,362CommonSOLE
880345103TNCTennant Co$18.6M0.06%253,005CommonSOLE
05352A100AVTRAvantor Inc$18.6M0.06%1,622,397CommonSOLE
464287705IJJIShares S&P Mid-Cap 400 V ETF$18.4M0.06%3,409CommonSOLE
482480100KLACKla Corp New$17.7M0.06%14,548CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$17.7M0.06%221,724CommonSOLE
G8726X106TNKTeekay Tankers Ltd Cl A$17.2M0.06%321,066CommonSOLE
628778102NBTBNbt Bancorp Inc$16.8M0.06%403,927CommonSOLE
198516106COLMColumbia Sportswear Co$15.6M0.05%283,324CommonSOLE
45826H109ITGRInteger Holdings Corp$15.0M0.05%191,238CommonSOLE
464287473IWSIShares Russell Midcap V ETF$14.8M0.05%104,992CommonSOLE
256746108DLTRDollar Tree Inc$14.2M0.05%115,456CommonSOLE
25787G100DFINDonnelley Financial Solutions Inc$13.6M0.05%290,414CommonSOLE
G2717C106CWKCushman Wakefield Plc Common Shares$12.7M0.04%783,378CommonSOLE
570535104MKLMarkel Corp$12.6M0.04%5,844CommonSOLE
G0176J109ALLEAllegion Plc$11.6M0.04%72,674CommonSOLE
680223104ORIOld Republic Intl Corp$11.6M0.04%253,390CommonSOLE
525327102LDOSLeidos Holdings Inc$11.4M0.04%63,025CommonSOLE
16208T102CLDTChatham Lodging Tr$10.9M0.04%1,596,526CommonSOLE
464287655IWMIShares Russell 2000 ETF$10.7M0.04%43,411CommonSOLE
03027X100AMTAmerican Tower Corp$10.7M0.04%60,685CommonSOLE
260557103DOWDow Chemical Co$10.4M0.04%446,863CommonSOLE
127097103CTRACoterra Energy Inc$10.4M0.04%396,191CommonSOLE
384109104GGGGraco Inc$10.3M0.03%125,121CommonSOLE
513847103MZTIMarzetti Company Com$9.7M0.03%59,045CommonSOLE
023586506UHAL/BU Haul Holding Company Com Ser N$9.5M0.03%203,471CommonSOLE
89400J107TRUTransunion$9.5M0.03%110,389CommonSOLE
174610105CFGCitizens Financial Group Inc$9.4M0.03%160,124CommonSOLE
78467J100SSNCSs&C Technologies Holdings Inc$9.2M0.03%104,872CommonSOLE
942749102WTSWatts Water Technologies Inc Cl A$8.8M0.03%31,969CommonSOLE
858119100STLDSteel Dynamics Inc$8.6M0.03%50,762CommonSOLE
74727A104QCRHQcr Holdings Inc$8.3M0.03%99,727CommonSOLE
00971T101AKAMAkamai Technologies Inc$8.3M0.03%95,045CommonSOLE
G8267P108SWSmurfit Westrock Plc$8.2M0.03%212,835CommonSOLE
407497106HLNEHamilton Lane Inc Cl A$8.1M0.03%60,401CommonSOLE
760759100RSGRepublic Services Inc$7.8M0.03%36,703CommonSOLE
53803X105LOBLive Oak Bancshares Inc$7.7M0.03%223,584CommonSOLE
024013104AATAmerican Assets Tr Inc$7.7M0.03%404,709CommonSOLE
436440101HO1Hologic Inc$7.2M0.02%96,867CommonSOLE
690742101OCOwens Corning New$7.2M0.02%64,120CommonSOLE
64110D104NTAPNetapp Inc$6.9M0.02%64,552CommonSOLE
67066G104NVDANvidia Corporation$6.9M0.02%36,883CommonSOLE
143130102KMXCarmax Inc$6.8M0.02%176,750CommonSOLE
037833100AAPLApple Inc$6.8M0.02%25,010CommonSOLE
44980X109IPGPIpg Photonics Corp$6.8M0.02%94,670CommonSOLE
776696106ROPRoper Technologies Inc$6.6M0.02%14,810CommonSOLE
03852U106ARMKAramark$6.4M0.02%172,422CommonSOLE
637870106NSANational Storage Affiliates Tr$6.3M0.02%224,779CommonSOLE
16411R208LNGCheniere Energy Inc New$6.3M0.02%32,472CommonSOLE
37959E102GLGlobe Life Inc$6.2M0.02%44,631CommonSOLE
745867101PHMPulte Group Inc$6.0M0.02%51,264CommonSOLE
594918104MSFTMicrosoft Corp$5.9M0.02%12,296CommonSOLE
20825C104COPConocophillips$5.9M0.02%62,700CommonSOLE
36467J108GLPIGaming & Leisure Properties Inc$5.4M0.02%119,727CommonSOLE
457187102INGRIngredion Inc$5.3M0.02%48,113CommonSOLE
55261F104MTBM & T Bank Corp$5.3M0.02%26,217CommonSOLE
824348106SHWSherwin Williams Co$4.9M0.02%15,180CommonSOLE
115236101BROBrown & Brown Inc$4.8M0.02%60,380CommonSOLE
90384S303ULTAUlta Beauty Inc$4.5M0.02%7,380CommonSOLE
023135106AMZNAmazon.Com Inc$4.3M0.01%18,819CommonSOLE
L72967109OECOrion S.A. Com$4.2M0.01%797,905CommonSOLE
15189T107CNPCenterpoint Energy Inc$4.2M0.01%109,543CommonSOLE
031100100AMEAmetek Inc$4.2M0.01%20,430CommonSOLE
806407102HSICHenry Schein Inc$3.9M0.01%51,954CommonSOLE
G8994E103TTTrane Technologies Plc Shs$3.7M0.01%9,479CommonSOLE
G02602103DOXAmdocs Ltd$3.6M0.01%44,529CommonSOLE
02079K305GOOGLAlphabet Inc Cap Stock Cl A$3.6M0.01%11,414CommonSOLE
G87110105FTITechnipfmc Plc$3.6M0.01%80,125CommonSOLE
231021106CMICummins Inc$3.5M0.01%6,864CommonSOLE
74834L100DGXQuest Diagnostics Inc$3.4M0.01%19,562CommonSOLE
018802108LNTAlliant Energy Corp$3.3M0.01%51,481CommonSOLE
416515104HIGHartford Insurance Group Inc Com$3.3M0.01%23,989CommonSOLE
74460D109PSAPublic Storage$3.3M0.01%12,619CommonSOLE
049560105ATOAtmos Energy Corp$3.2M0.01%19,296CommonSOLE
92936U109WPCWp Carey Inc$3.2M0.01%49,199CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$3.2M0.01%10,068CommonSOLE
05550J101BJBjs Wholesale Club Inc$3.0M0.01%33,024CommonSOLE
723484101PNWPinnacle West Cap Corp$3.0M0.01%33,433CommonSOLE
532457108LLYLilly Eli & Co$2.9M0.01%2,723CommonSOLE
30303M102METAMeta Platforms Inc$2.9M0.01%4,345CommonSOLE
501044101KRKroger Co$2.7M0.01%43,193CommonSOLE
09062X103BIIBBiogen Inc$2.6M0.01%14,899CommonSOLE
12504L109CBRECbre Group Inc Cl A$2.6M0.01%16,090CommonSOLE
125896100CMSCms Energy Corp$2.6M0.01%36,495CommonSOLE
92345Y106VRSKVerisk Analytics Inc$2.4M0.01%10,943CommonSOLE
384802104GWWGrainger W W Inc$2.4M0.01%2,381CommonSOLE
46266C105IQVIqvia Holdings Inc$2.2M0.01%9,719CommonSOLE
281020107EIXEdison Intl$2.1M0.01%34,902CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B New$2.1M0.01%4,088CommonSOLE
316773100FITBFifth Third Bancorp$2.0M0.01%42,595CommonSOLE
35137L204FOXFoxCorp Class B$1.8M0.01%27,835CommonSOLE
285512109EAElectronic Arts Inc$1.8M0.01%8,779CommonSOLE
55354G100MSCIMsci Inc$1.8M0.01%3,074CommonSOLE
125269100CFCf Industries Holdings Inc$1.8M0.01%22,653CommonSOLE
192446102CTSHCognizant Technology Solutions Cl A$1.7M0.01%21,080CommonSOLE
931142103WMTWal-Mart Inc$1.7M0.01%15,530CommonSOLE
46435G268SMMDIShares Russell 2500 ETF$1.6M0.01%21,612CommonSOLE
464287689IWVIShares TR Russell 3000$1.6M0.01%4,163CommonSOLE
231561101CWCurtiss Wright Corp$1.5M0.01%2,796CommonSOLE
05722G100BKRBaker Hughes Company Cl A$1.5M0.01%33,830CommonSOLE
64110L106NFLXNetflix Inc$1.5M0.01%16,280CommonSOLE
68389X105ORCLOracle Corp$1.5M0.01%7,723CommonSOLE
562750109MANHManhattan Associates Inc$1.5M0.00%8,419CommonSOLE
922908595VBKVanguard Sm Cap Growth ETF$1.5M0.00%4,801CommonSOLE
15135B101CNCCentene Corp$1.4M0.00%35,044CommonSOLE
533900106LECOLincoln Electric Holdings Inc$1.4M0.00%5,937CommonSOLE
016255101ALGNAlign Technology Inc$1.4M0.00%8,760CommonSOLE
29089Q105EBSEmergent Biosolutions Inc$1.4M0.00%110,160CommonSOLE
681919106OMCOmnicom Group Inc$1.3M0.00%16,235CommonSOLE
060505104BACBank Of America Corp$1.3M0.00%23,641CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$1.3M0.00%7,291CommonSOLE
30231G102XOMExxon Mobile Corp$1.3M0.00%10,713CommonSOLE
14149Y108CAHCardinal Health Inc$1.2M0.00%5,836CommonSOLE
00846U101AAgilent Technologies Inc$1.2M0.00%8,742CommonSOLE
693506107PPGPpg Industries Inc$1.2M0.00%11,360CommonSOLE
46625H100JPMJpmorgan Chase & Co$1.1M0.00%3,529CommonSOLE
27579R104EWBCEast West Bancorp Inc$1.1M0.00%9,389CommonSOLE
12008R107BLDRBuilders Firstsource Inc$1.0M0.00%10,200CommonSOLE
504922105LHLabcorp Holdings Inc$1.0M0.00%4,111CommonSOLE
219948106CPAYCorpay Inc$1.0M0.00%3,347CommonSOLE
147528103CASYCaseys General Stores Inc$998,1940.00%1,806CommonSOLE
882681109TXRHTexas Roadhouse Inc$981,3920.00%5,912CommonSOLE
34379V103FLNCFluence Energy Inc Cl A$947,1650.00%47,885CommonSOLE
739276103POWIPower Integrations Inc$936,9040.00%26,362CommonSOLE
50077B207KTOSKratos Defense & Sec Solu New$932,4610.00%12,284CommonSOLE
031162100AMGNAmgen Inc$915,8130.00%2,798CommonSOLE
22160K105COSTCostco Wholesale Corp$895,9710.00%1,039CommonSOLE
39304D102GDOTGreen Dot Corp Cl A$889,3210.00%69,424CommonSOLE
34965K107FTREFortrea Holdings Inc Common Stock$881,7340.00%51,115CommonSOLE
375916103GILGildan Activewear Inc$880,1240.00%14,091CommonSOLE
617446448MSMorgan Stanley$863,5060.00%4,864CommonSOLE
592688105MTDMettler Toledo International$861,6090.00%618CommonSOLE
229899109CFRCullen Frost Bankers Inc$812,3730.00%6,415CommonSOLE
02361E108AMRCAmeresco Inc Cl A$748,0960.00%25,541CommonSOLE
464287887IJTIShares Small Cap 600 G ETF$739,7450.00%5,240CommonSOLE
237194105DRIDarden Restaurants Inc$736,0800.00%4,000CommonSOLE
101137107BSXBoston Scientific Corp$722,2760.00%7,575CommonSOLE
872590104TMUST-Mobile Us Inc$705,3610.00%3,474CommonSOLE
05464C101AXONAxon Enterprise Inc$699,5550.00%1,232CommonSOLE
144285103CRSCarpenter Technology$696,3120.00%2,212CommonSOLE
18453H106CCOClear Channel Outdoor Holdings In$677,8070.00%306,700CommonSOLE
759509102RSReliance Steel & Aluminum Co$646,2020.00%2,237CommonSOLE
25400W102APPSDigital Turbine Inc New$642,1000.00%128,420CommonSOLE
036752103ELVElevance Health Inc$637,6500.00%1,819CommonSOLE
651718504NPKINPK International Inc Com SHS$634,9780.00%53,270CommonSOLE
733245104PRCHPorch Group Inc$632,7550.00%69,305CommonSOLE
24665A103DKDelek Us Holdings Inc$618,1140.00%20,840CommonSOLE
65487K100LASRNlight Inc$615,9140.00%16,420CommonSOLE
68213N109OMCLOmnicell$609,7830.00%13,461CommonSOLE
91324P102UNHUnitedhealth Group Inc$604,4310.00%1,831CommonSOLE
83570H108SONOSonos Inc$586,9430.00%33,425CommonSOLE
69349H107TXNMTXNM Energy Inc Com$573,1510.00%9,734CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$572,4890.00%1,993CommonSOLE
315616102FFIVF5 Inc$560,5510.00%2,196CommonSOLE
92840M102VSTVistra Corp$553,3620.00%3,430CommonSOLE
876030107TPRTapestry Inc$553,2440.00%4,330CommonSOLE
576485205MTDRMatador Resources Co$551,2960.00%12,990CommonSOLE
87357P100TCMDTactile Systems Technology Inc$550,8550.00%18,995CommonSOLE
302301106EZPWEzcorp Inc Cl A Non Vtg$547,2560.00%28,180CommonSOLE
761152107RMDResmed Inc$539,0670.00%2,238CommonSOLE
23834J201DAVEDave Inc Class A$531,3840.00%2,400CommonSOLE
64049M209NEONeogenomics Inc New$526,6130.00%44,780CommonSOLE
G38644103GCTGigacloud Technology Inc Class A$515,9040.00%13,134CommonSOLE
00091G104ACVAAcv Auctions Inc Cl A$509,2700.00%63,500CommonSOLE
889478103TOLToll Brothers Inc$503,1540.00%3,721CommonSOLE
156727109CRNCCerence Inc$498,2070.00%46,605CommonSOLE
60871R209TAPMolson Coors Beverage Co Cl B$496,9090.00%10,645CommonSOLE
816850101SMTCSemtech Corp$495,4930.00%6,724CommonSOLE
458140100INTCIntel Corp$492,8360.00%13,356CommonSOLE
064058100BKBank New York Mellon Corp$490,4800.00%4,225CommonSOLE
17306X102CTRNCiti Trends Inc$476,0700.00%11,455CommonSOLE
883203101TXTTextron Inc$462,0010.00%5,300CommonSOLE
09180C106BJRIBjs Restaurants Inc$461,3740.00%11,710CommonSOLE
20717M1038QRConfluent Inc Class A$456,5350.00%15,097CommonSOLE
086516101BBYBest Buy Inc$453,7850.00%6,780CommonSOLE
87615L107THTarget Hospitality Corp$447,9990.00%55,930CommonSOLE
85209W109SPTSprout Social Inc Cl A$440,4200.00%39,079CommonSOLE
31188V100FSLYFastly Inc Cl A$439,1860.00%43,142CommonSOLE
019330109ALNTAllient Inc Com$438,8690.00%8,165CommonSOLE
921659108VNDAVanda Pharmaceuticals Inc$438,7950.00%49,750CommonSOLE
83089J108SKYTSkywater Technology Inc$431,0090.00%23,734CommonSOLE
535219109LINDLindblad Expeditions Holdings Inc$425,1020.00%29,480CommonSOLE
36266G107GEHCGe Healthcare Technologies Inc$410,1000.00%5,000CommonSOLE
234264109DAKTDaktronics Inc$409,7330.00%20,725CommonSOLE
52466B103LZLegalzoom Com Inc Com$408,2720.00%41,115CommonSOLE
268603107LOCOEl Pollo Loco Holdings Inc$405,7850.00%38,794CommonSOLE
35922N100FVRFrontview Reit Inc$404,4980.00%27,405CommonSOLE
34986A104FWRDForward Air Corp$402,3750.00%16,095CommonSOLE
07556Q881BZHBeazer Homes Usa Inc New$400,0280.00%19,735CommonSOLE
74319R101PRGProg Holdings Inc Npv$396,6410.00%13,450CommonSOLE
917047102URBNUrban Outfitters Inc$392,6530.00%5,217CommonSOLE
589378108MRCYMercury Systems Inc$392,1530.00%5,371CommonSOLE
82312B106SHENShenandoah Telecommunications$391,4220.00%33,860CommonSOLE
719405102PLABPhotronics Inc$390,3680.00%12,199CommonSOLE
05508R106BGSB & G Foods Inc$381,9480.00%88,825CommonSOLE
11040G103VTOLBristow Group Inc$371,3270.00%10,140CommonSOLE
83207R107SDHCSmith Douglas Homes Corp Cl A$368,8560.00%21,995CommonSOLE
670346105NUENucor Corp$363,2460.00%2,227CommonSOLE
532746104LMNRLimoneira Co$362,6990.00%28,740CommonSOLE
001055102AFLAflac Inc$355,6210.00%3,225CommonSOLE
03212B103AMPYAmplify Energy Corp$350,1760.00%76,625CommonSOLE
65340G205NXDTNexpoint Diversified Rel Et Tr$344,3560.00%89,910CommonSOLE
90385V107UCTTUltra Clean Holdings Inc$342,0820.00%13,505CommonSOLE
962166104WYWeyerhaeuser Co Mtn Be$327,5140.00%13,825CommonSOLE
00676P107ADEAAdeia Inc$313,0530.00%18,148CommonSOLE
855919106STRZStarz Entertainment Corp$311,4540.00%26,620CommonSOLE
640491106NEOGNeogen Corp$310,9150.00%44,480CommonSOLE
76029L100RPAYRepay Holdings Corp Cl A$310,1770.00%84,980CommonSOLE
45782N108INSEInspired Entertainment Inc$308,5800.00%32,968CommonSOLE
918090101UTZUtz Brands Inc Cl A$305,1200.00%29,395CommonSOLE
75689M101RRGBRed Robin Gourmet Burgers Inc$302,4740.00%74,685CommonSOLE
38046C109GOGOGogo Inc$294,4470.00%63,186CommonSOLE
45168D104IDXXIdexx Laboratories Inc$293,6140.00%434CommonSOLE
128246105CVGWCalavo Growers Inc$286,2300.00%13,160CommonSOLE
59522J103MAAMid-America Apartment Communities$278,5150.00%2,005CommonSOLE
753422104RPDRapid7 Inc$275,6670.00%18,136CommonSOLE
405217100HAINHain Celestial Group Inc$259,2540.00%242,293CommonSOLE
989817101ZUMZZumiez Inc$258,7550.00%9,933CommonSOLE
81211K100SDASealed Air CP New$258,7360.00%6,245CommonSOLE
718546104PSXPhillips 66$254,9830.00%1,976CommonSOLE
G4740B105ICHRIchor Holdings$251,5330.00%13,648CommonSOLE
74467Q103PUBMPubmatic Inc Cl A$246,8960.00%27,835CommonSOLE
74736K101QRVOQorvo Inc Com$217,4130.00%2,573CommonSOLE
49338L103KEYSKeysight Technologies Inc$211,1140.00%1,039CommonSOLE
20460L104SPWRSunpower Inc Com$108,9580.00%69,400CommonSOLE

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.