MondegarAI
FULLER & THALER ASSET MANAGEMENT, INC.

Q1 2026 · 13F-HR

FULLER & THALER ASSET MANAGEMENT, INC.holdings as filed

Filed 2026-05-14 · accession 0001420506-26-000992

$29.70B
Reported value
497
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · FULLER & THALER ASSET MANAGEMENT, INC. · Q1 2026

AI · grounded in 13F

Fuller & Thaler Asset Management, Inc. established a new position in AMCR valued at $544.0M. The fund also opened new stakes in INDV for $138.1M and TTEK for $99.8M. On the sell side, the fund closed its positions in U for $120.5M and 1RG for $115.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G0250X149AMCRAMCOR PLC$544.0M1.83%13,686,792CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$479.8M1.62%29,201,584CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$424.4M1.43%2,966,901CommonSOLE
55024U109LITELUMENTUM HLDGS INC$413.0M1.39%587,679CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$397.4M1.34%3,394,635CommonSOLE
30161Q104EXELEXELIXIS INC$366.4M1.23%8,542,236CommonSOLE
199908104FIXCOMFORT SYS USA INC$334.0M1.12%242,196CommonSOLE
680033107ONBOLD NATL BANCORP IND$332.7M1.12%15,055,918CommonSOLE
835495102SONSONOCO PRODS CO$319.9M1.08%5,913,788CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$316.9M1.07%1,676,142CommonSOLE
093712107BEBLOOM ENERGY CORP$311.5M1.05%2,299,320CommonSOLE
302520101FNBF N B CORP$298.7M1.01%17,867,600CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$298.1M1.00%1,189,618CommonSOLE
501889208LKQLKQ CORP$292.0M0.98%9,942,144CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$280.7M0.95%5,578,078CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$265.9M0.90%14,123,269CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$256.3M0.86%2,700,017CommonSOLE
150870103CECELANESE CORP DEL$244.6M0.82%3,718,801CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$241.7M0.81%6,862,391CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$237.9M0.80%7,746,577CommonSOLE
40131M109GHGUARDANT HEALTH INC$235.6M0.79%2,550,314CommonSOLE
607828100MODMODINE MFG CO$234.4M0.79%1,081,680CommonSOLE
172755100CRUSCIRRUS LOGIC INC$232.3M0.78%1,606,448CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$229.7M0.77%104,561CommonSOLE
099724106BWABORGWARNER INC$223.7M0.75%4,122,005CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$219.8M0.74%2,562,044CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$215.7M0.73%2,229,979CommonSOLE
29084Q100EMEEMCOR GROUP INC$214.7M0.72%290,790CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$210.4M0.71%760,213CommonSOLE
736508847PORPORTLAND GEN ELEC CO$207.6M0.70%3,934,845CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$205.1M0.69%2,168,044CommonSOLE
001084102AGCOAGCO CORP$202.3M0.68%1,746,334CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$201.9M0.68%20,315,566CommonSOLE
366505105GTXGARRETT MOTION INC$198.0M0.67%10,897,535CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$195.4M0.66%17,051,517CommonSOLE
902681105UGIUGI CORP NEW$194.6M0.66%5,342,372CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$191.8M0.65%7,125,280CommonSOLE
754907103RYNRAYONIER INC$191.6M0.64%9,289,731CommonSOLE
201723103CMCCOMMERCIAL METALS CO$182.8M0.62%2,975,302CommonSOLE
257651109DCIDONALDSON INC$179.2M0.60%2,111,613CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$171.6M0.58%1,041,354CommonSOLE
410867105THGHANOVER INS GROUP INC$171.6M0.58%989,837CommonSOLE
49803T300KRGKITE REALTY GROUP TRUST$171.4M0.58%6,979,970CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$166.3M0.56%280,405CommonSOLE
553530106MSMMSC INDL DIRECT INC$164.8M0.55%1,785,596CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$164.1M0.55%403,002CommonSOLE
879369106TFXTELEFLEX INCORPORATED$163.1M0.55%1,363,950CommonSOLE
65290E101NXTNEXTPOWER INC$162.0M0.55%1,343,730CommonSOLE
44930G107ICUIICU MED INC$157.6M0.53%1,220,539CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$155.9M0.52%862,253CommonSOLE
371901109GNTXGENTEX CORP$155.3M0.52%7,108,679CommonSOLE
783549108RRYDER SYS INC$154.6M0.52%755,455CommonSOLE
127055101CBTCABOT CORP$154.3M0.52%2,048,260CommonSOLE
12621E103CNOCNO FINL GROUP INC$154.1M0.52%3,752,992CommonSOLE
00508Y102AYIACUITY INC$154.0M0.52%549,645CommonSOLE
751212101RLRALPH LAUREN CORP$153.1M0.52%445,115CommonSOLE
04621X108AIZASSURANT INC$151.9M0.51%697,535CommonSOLE
007973100AEISADVANCED ENERGY INDS$151.7M0.51%469,935CommonSOLE
228368106CCKCROWN HLDGS INC$151.4M0.51%1,510,014CommonSOLE
314211103FHIFEDERATED HERMES INC$150.2M0.51%2,647,726CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$149.5M0.50%2,594,137CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$149.3M0.50%562,675CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$149.2M0.50%2,828,907CommonSOLE
84857L101SRSPIRE INC$149.2M0.50%1,647,953CommonSOLE
680665205OLNOLIN CORP$149.1M0.50%5,015,877CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$148.4M0.50%12,792,518CommonSOLE
589889104MMSIMERIT MED SYS INC$145.8M0.49%2,115,526CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$145.1M0.49%6,851,657CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$143.9M0.48%6,015,064CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$143.1M0.48%4,770,552CommonSOLE
624758108MWAMUELLER WTR PRODS INC$142.1M0.48%5,167,676CommonSOLE
928881101VNTVONTIER CORPORATION$140.5M0.47%3,960,944CommonSOLE
403949100DINOHF SINCLAIR CORP$140.4M0.47%2,250,185CommonSOLE
35905A109FTDRFRONTDOOR INC$139.7M0.47%2,641,913CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$138.5M0.47%3,251,391CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$138.3M0.47%2,948,076CommonSOLE
45579U109INDVINDIVIOR PHARMACEUTICALS INC$138.1M0.46%4,529,583CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$137.6M0.46%2,164,281CommonSOLE
093671105HRBBLOCK H & R INC$135.9M0.46%4,280,293CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$135.8M0.46%2,332,054CommonSOLE
577933104MMSMAXIMUS INC$133.4M0.45%2,081,466CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$133.1M0.45%3,947,596CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$132.7M0.45%12,253,350CommonSOLE
92552V100VSATVIASAT INC$132.5M0.45%2,892,760CommonSOLE
827048109SLGNSILGAN HLDGS INC$128.0M0.43%3,299,241CommonSOLE
077454106BDCBELDEN INC$120.6M0.41%1,050,327CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$119.6M0.40%1,728,373CommonSOLE
729132100PLXSPLEXUS CORP$119.3M0.40%588,778CommonSOLE
109696104BCOBRINKS CO$118.2M0.40%1,140,871CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$117.6M0.40%4,772,597CommonSOLE
29358P101ENSGENSIGN GROUP INC$115.6M0.39%573,572CommonSOLE
G3223R108EGEVEREST GROUP LTD$115.1M0.39%352,110CommonSOLE
126349109CSNCSG SYS INTL INC$113.2M0.38%1,415,709CommonSOLE
488401100KMPRKEMPER CORP$113.0M0.38%3,697,718CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$110.5M0.37%1,696,423CommonSOLE
346375108FORMFORMFACTOR INC$110.3M0.37%1,137,356CommonSOLE
75281A109RRCRANGE RES CORP$110.2M0.37%2,439,309CommonSOLE
33829M101FIVEFIVE BELOW INC$109.4M0.37%478,730CommonSOLE
830879102SKYWSKYWEST INC$108.6M0.37%1,182,334CommonSOLE
227046109CROXCROCS INC$103.8M0.35%1,250,609CommonSOLE
938824109WAFDWAFD INC$102.2M0.34%3,254,587CommonSOLE
387328107GVAGRANITE CONSTR INC$101.8M0.34%849,271CommonSOLE
918284100VSECVSE CORP$101.4M0.34%549,899CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$101.3M0.34%1,079,325CommonSOLE
57686G105MATXMATSON INC$100.5M0.34%613,241CommonSOLE
88162G103TTEKTETRA TECH INC NEW$99.8M0.34%3,314,443CommonSOLE
29977A105EVREVERCORE INC$98.8M0.33%331,109CommonSOLE
G3922B107GGENPACT LIMITED$98.2M0.33%2,635,743CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$96.6M0.33%1,176,639CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$95.7M0.32%3,773,752CommonSOLE
379577208GMEDGLOBUS MED INC$94.9M0.32%1,101,568CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$94.7M0.32%1,465,283CommonSOLE
20337X109VISNVISTANCE NETWORKS INC$94.4M0.32%5,186,631CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$93.4M0.31%497,008CommonSOLE
343498101FLOFLOWERS FOODS INC$92.5M0.31%11,348,812CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$92.1M0.31%2,114,418CommonSOLE
04626A103ALABASTERA LABS INC$91.5M0.31%834,660CommonSOLE
300426103ECGEVERUS CONSTR GROUP$91.1M0.31%771,811CommonSOLE
418056107HASHASBRO INC$90.9M0.31%971,461CommonSOLE
801056102SANMSANMINA CORP$90.6M0.30%698,678CommonSOLE
97650W108WTFCWINTRUST FINL CORP$90.4M0.30%650,600CommonSOLE
860630102SFSTIFEL FINL CORP$90.1M0.30%1,218,982CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$88.5M0.30%2,659,193CommonSOLE
004498101ACIWACI WORLDWIDE INC$88.2M0.30%2,149,809CommonSOLE
880779103TEXTEREX CORP NEW$88.0M0.30%1,488,426CommonSOLE
45867G101IDCCINTERDIGITAL INC$86.7M0.29%287,098CommonSOLE
360271100FULTFULTON FINL CORP PA$86.6M0.29%4,256,403CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$85.2M0.29%7,404,409CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$84.7M0.29%1,985,506CommonSOLE
830830105SKYCHAMPION HOMES INC$83.9M0.28%1,127,535CommonSOLE
05352A100AVTRAVANTOR INC$83.4M0.28%10,632,112CommonSOLE
397624107GEFGREIF INC$83.1M0.28%1,238,623CommonSOLE
G97822103PRGOPERRIGO CO PLC$82.3M0.28%7,662,883CommonSOLE
192422103CGNXCOGNEX CORP$81.2M0.27%1,656,815CommonSOLE
74164M108PRIPRIMERICA INC$80.0M0.27%319,301CommonSOLE
450056106IRTCIRHYTHM HOLDINGS INC$79.6M0.27%674,698CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$79.6M0.27%1,774,315CommonSOLE
000361105AIRAAR CORP$78.6M0.26%718,090CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$76.9M0.26%1,658,221CommonSOLE
090043100BILLBILL HOLDINGS INC$76.5M0.26%1,996,215CommonSOLE
466313103JBLJABIL INC$75.6M0.25%284,752CommonSOLE
398433102GFFGRIFFON CORP$72.8M0.25%1,002,013CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$72.1M0.24%829,634CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$71.4M0.24%2,478,018CommonSOLE
75700L108RRRRED ROCK RESORTS INC$69.3M0.23%1,298,973CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$69.2M0.23%849,653CommonSOLE
750236101RDNRADIAN GROUP INC$68.8M0.23%2,078,977CommonSOLE
493267108KEYKEYCORP$67.7M0.23%3,376,891CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$67.5M0.23%461,233CommonSOLE
127190304CACICACI INTL INC$67.0M0.23%123,135CommonSOLE
43940T109HOPEHOPE BANCORP INC$66.1M0.22%5,918,210CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$65.7M0.22%2,158,328CommonSOLE
626755102MUSAMURPHY USA INC$65.0M0.22%131,589CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$64.5M0.22%2,191,769CommonSOLE
433313103HNGEHINGE HEALTH INC$63.8M0.21%1,655,198CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$63.3M0.21%551,992CommonSOLE
86333M108LRNSTRIDE INC$63.2M0.21%716,340CommonSOLE
31188V100FSLYFASTLY INC$62.8M0.21%2,160,547CommonSOLE
04010E109AGXARGAN INC$62.6M0.21%114,862CommonSOLE
82982T106SITMSITIME CORP$61.6M0.21%178,255CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$61.4M0.21%4,858,029CommonSOLE
919794107VLYVALLEY NATL BANCORP$61.0M0.21%4,969,928CommonSOLE
26701L100BROSDUTCH BROS INC$60.0M0.20%1,184,354CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$58.9M0.20%2,708,357CommonSOLE
88076W103TDCTERADATA CORP DEL$58.8M0.20%2,293,668CommonSOLE
207410101CNMDCONMED CORP$58.1M0.20%1,641,766CommonSOLE
880770102TERTERADYNE INC$57.6M0.19%194,129CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$57.4M0.19%873,817CommonSOLE
49845K101KVYOKLAVIYO INC$57.3M0.19%2,941,998CommonSOLE
887389104TKRTIMKEN CO$57.2M0.19%568,772CommonSOLE
626717102MURMURPHY OIL CORP$56.1M0.19%1,358,795CommonSOLE
615394202MOG/AMOOG INC$56.0M0.19%191,195CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$55.9M0.19%3,057,793CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$55.0M0.19%1,327,629CommonSOLE
98139A105WKWORKIVA INC$55.0M0.19%922,167CommonSOLE
81764X103TTANSERVICETITAN INC$55.0M0.19%866,297CommonSOLE
98423F109XMTRXOMETRY INC$54.7M0.18%1,339,425CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$54.0M0.18%645,425CommonSOLE
316841105FIGFIGMA INC$53.8M0.18%2,543,373CommonSOLE
89531P105TREXTREX INC$53.7M0.18%1,474,843CommonSOLE
29272W109ENRENERGIZER HLDGS INC$53.7M0.18%3,269,186CommonSOLE
092113109BKHBLACK HILLS CORP$53.4M0.18%768,692CommonSOLE
20602D101CNXCCONCENTRIX CORP$53.3M0.18%1,947,399CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$52.9M0.18%188,064CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$52.6M0.18%248,339CommonSOLE
256677105DGDOLLAR GEN CORP$52.5M0.18%441,972CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$52.2M0.18%3,123,331CommonSOLE
82452J109FOURSHIFT4 PMTS INC$52.0M0.18%1,189,941CommonSOLE
191098102COKECOCA COLA CONS INC$52.0M0.18%271,112CommonSOLE
30040P103EVTCEVERTEC INC$51.8M0.17%1,834,945CommonSOLE
72703X106PLPLANET LABS PBC$51.7M0.17%1,850,668CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$51.4M0.17%245,621CommonSOLE
320209109FFBC1ST FINL BANCORP$50.7M0.17%1,818,199CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$49.9M0.17%1,880,250CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$49.6M0.17%1,499,584CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$49.6M0.17%1,951,792CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$49.4M0.17%725,535CommonSOLE
52603A208LCLENDINGCLUB ISSUANCE TR SER$49.0M0.16%3,420,115CommonSOLE
93403J106WRBYWARBY PARKER INC$48.7M0.16%2,312,937CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$48.7M0.16%486,710CommonSOLE
16359R103CHECHEMED CORP NEW$48.1M0.16%127,393CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$47.8M0.16%2,720,201CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$47.1M0.16%331,437CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$47.0M0.16%177,367CommonSOLE
458665304TILEINTERFACE INC$46.9M0.16%1,883,484CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$46.2M0.16%200,023CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$46.0M0.15%24,412CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$46.0M0.15%1,659,810CommonSOLE
92337F107VCYTVERACYTE INC$45.6M0.15%1,414,362CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$45.5M0.15%448,842CommonSOLE
705573103PEGAPEGASYSTEMS INC$45.5M0.15%1,069,134CommonSOLE
76156B107RVLVREVOLVE GROUP INC$45.2M0.15%1,999,411CommonSOLE
750491102RDNTRADNET INC$45.1M0.15%806,296CommonSOLE
278642103EBAYEBAY INC.$43.8M0.15%481,329CommonSOLE
070830104BBWIBATH & BODY WORKS INC$43.6M0.15%2,337,939CommonSOLE
574599106MASMASCO CORP$43.4M0.15%718,683CommonSOLE
477839104JBTMJBT MAREL CORPORATION$43.3M0.15%338,959CommonSOLE
15118V207CELHCELSIUS HLDGS INC$43.3M0.15%1,219,168CommonSOLE
600544100MLKNMILLERKNOLL INC$43.0M0.14%2,974,624CommonSOLE
000957100ABMABM INDS INC$41.0M0.14%1,063,370CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$40.9M0.14%6,463,494CommonSOLE
103304101BYDBOYD GAMING CORP$40.4M0.14%491,307CommonSOLE
629209305NMIHNMI HLDGS INC$40.2M0.14%1,070,580CommonSOLE
126600105CVBFCVB FINL CORP$39.7M0.13%2,044,917CommonSOLE
778296103ROSTROSS STORES INC$38.7M0.13%178,657CommonSOLE
50060P106KOPKOPPERS HOLDINGS INC$37.9M0.13%978,590CommonSOLE
941848103WATWATERS CORP$37.8M0.13%127,059CommonSOLE
87265H109T86TRI POINTE HOMES INC$36.7M0.12%784,702CommonSOLE
53566V106LINELINEAGE INC$36.7M0.12%1,118,866CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$35.4M0.12%73,655CommonSOLE
23834J201DAVEDAVE INC$35.2M0.12%202,013CommonSOLE
67011P100DNOWDNOW INC$34.8M0.12%2,918,621CommonSOLE
512807306LRCXLAM RESEARCH CORP$33.9M0.11%158,556CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$33.5M0.11%362,434CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$33.2M0.11%3,529,404CommonSOLE
907818108UNPUNION PAC CORP$32.8M0.11%135,058CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$32.6M0.11%2,168,909CommonSOLE
37253A103THRMGENTHERM INC$32.6M0.11%1,173,300CommonSOLE
172908105CTASCINTAS CORP$32.5M0.11%192,062CommonSOLE
258278100DORMDORMAN PRODS INC$32.1M0.11%307,934CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$31.9M0.11%484,425CommonSOLE
30260D103FIGSFIGS INC$31.5M0.11%2,133,406CommonSOLE
639193101NAVNNAVAN INC$31.5M0.11%2,378,367CommonSOLE
75960P104RELYREMITLY GLOBAL INC$30.3M0.10%1,935,101CommonSOLE
26969P108EXPEAGLE MATLS INC$30.1M0.10%158,793CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$29.5M0.10%475,073CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$29.5M0.10%1,419,677CommonSOLE
278865100ECLECOLAB INC$29.3M0.10%110,247CommonSOLE
05945F103BANFBANCFIRST CORP$29.3M0.10%269,938CommonSOLE
254543101DIODDIODES INC$29.2M0.10%428,170CommonSOLE
05329W102ANAUTONATION INC$29.2M0.10%149,445CommonSOLE
05368V106AVNTAVIENT CORPORATION$29.0M0.10%800,041CommonSOLE
701094104PHPARKER-HANNIFIN CORP$28.9M0.10%32,310CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$28.5M0.10%1,099,678CommonSOLE
038222105AMATAPPLIED MATLS INC$28.3M0.10%82,906CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$28.1M0.09%294,010CommonSOLE
464287648IWOISHARES TR$27.9M0.09%88,846CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$27.5M0.09%1,914,302CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$27.3M0.09%1,395,139CommonSOLE
482480100KLACKLA CORP$26.5M0.09%17,970CommonSOLE
09227Q100BLKBBLACKBAUD INC$26.4M0.09%684,507CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$26.3M0.09%1,229,431CommonSOLE
828730200SFNCSIMMONS FIRST NATL CORP$25.9M0.09%1,333,734CommonSOLE
37940X102GPNGLOBAL PMTS INC$25.1M0.08%373,621CommonSOLE
891092108TTCTORO CO$24.0M0.08%257,247CommonSOLE
577081102MATMATTEL INC$23.9M0.08%1,648,138CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC DEL$23.9M0.08%365,126CommonSOLE
224408104CRCRANE COMPANY$23.8M0.08%139,385CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$23.5M0.08%320,495CommonSOLE
624756102MLIMUELLER INDS INC$23.4M0.08%211,157CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$22.9M0.08%611,335CommonSOLE
420261109HWKNHAWKINS INC$22.5M0.08%146,571CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$22.5M0.08%291,547CommonSOLE
505336107LZBLA Z BOY INC$22.0M0.07%684,568CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$21.8M0.07%462,672CommonSOLE
50050N103KTBKONTOOR BRANDS INC$21.2M0.07%301,469CommonSOLE
443320106HUBGHUB GROUP INC$20.6M0.07%572,010CommonSOLE
511656100LKFNLAKELAND FINL CORP$18.8M0.06%328,082CommonSOLE
115236101BROBROWN & BROWN INC$17.8M0.06%273,684CommonSOLE
127097103CTRACOTERRA ENERGY INC$17.6M0.06%501,752CommonSOLE
628778102NBTBNBT BANCORP INC$17.2M0.06%403,497CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$16.9M0.06%191,829CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$16.3M0.05%635,212CommonSOLE
184496107CLHCLEAN HARBORS INC$15.6M0.05%54,253CommonSOLE
384109104GGGGRACO INC$15.3M0.05%180,431CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$15.1M0.05%275,252CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14.1M0.05%122,894CommonSOLE
02005N100ALLYALLY FINL INC$14.1M0.05%359,507CommonSOLE
G0176J109ALLEALLEGION PLC$13.8M0.05%94,676CommonSOLE
464287630IWNISHARES TR$13.3M0.04%69,913CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$12.8M0.04%82,096CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$12.6M0.04%43,519CommonSOLE
16208T102CLDTCHATHAM LODGING TR$12.3M0.04%1,567,943CommonSOLE
513847103MZTIMARZETTI COMPANY$12.2M0.04%88,267CommonSOLE
690742101OCOWENS CORNING NEW$12.2M0.04%112,710CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12.1M0.04%67,419CommonSOLE
74727A104QCRHQCR HLDGS INC$12.1M0.04%141,274CommonSOLE
407497106HLNEHAMILTON LANE INC$12.0M0.04%120,994CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$12.0M0.04%317,273CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$11.5M0.04%87,350CommonSOLE
024013104AATAMERICAN ASSETS TR INC$11.0M0.04%595,760CommonSOLE
03027X100AMTAMERICAN TOWER CORP$10.9M0.04%63,094CommonSOLE
680223104ORIOLD REP INTL CORP$10.8M0.04%271,769CommonSOLE
570535104MKLMARKEL GROUP INC$10.7M0.04%5,615CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10.7M0.04%30,233CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$10.4M0.04%314,828CommonSOLE
436440101HO1HOLOGIC INC$10.2M0.03%134,965CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$9.4M0.03%210,702CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9.0M0.03%226,606CommonSOLE
L72967109OECORION S.A.$9.0M0.03%1,387,657CommonSOLE
89400J107TRUTRANSUNION$9.0M0.03%130,148CommonSOLE
260557103DOWDOW HLDGS INC$8.6M0.03%205,817CommonSOLE
20825C104COPCONOCOPHILLIPS$8.2M0.03%62,436CommonSOLE
745867101PHMPULTE GROUP INC$8.1M0.03%68,803CommonSOLE
760759100RSGREPUBLIC SVCS INC$8.1M0.03%36,791CommonSOLE
36467J108GLPIGAMING & LEISURE P$7.9M0.03%178,133CommonSOLE
143130102KMXCARMAX INC$7.9M0.03%189,114CommonSOLE
78467J100SSNCSS&C TECH HLDGS$7.8M0.03%116,172CommonSOLE
64110D104NTAPNETAPP INC$7.7M0.03%75,626CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$7.6M0.03%623,400CommonSOLE
03852U106ARMKARAMARK$6.6M0.02%162,442CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.4M0.02%36,885CommonSOLE
256746108DLTRDOLLAR TREE INC$6.4M0.02%58,233CommonSOLE
037833100AAPLAPPLE INC$6.3M0.02%25,012CommonSOLE
37959E102GLGLOBE LIFE INC$6.2M0.02%44,298CommonSOLE
464287473IWSISHARES TR$6.1M0.02%41,939CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6.1M0.02%21,438CommonSOLE
46435G268SMMDISHARES TR$5.7M0.02%74,449CommonSOLE
457187102INGRINGREDION INC$5.6M0.02%49,715CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.9M0.02%15,309CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4.9M0.02%24,922CommonSOLE
G87110105FTITECHNIPFMC PLC$4.8M0.02%69,185CommonSOLE
594918104MSFTMICROSOFT CORP$4.6M0.02%12,297CommonSOLE
031100100AMEAMETEK INC$4.4M0.01%20,492CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.3M0.01%99,627CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.1M0.01%9,779CommonSOLE
023135106AMZNAMAZON COM INC$3.9M0.01%18,821CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$3.9M0.01%48,157CommonSOLE
806407102HSICSCHEIN HENRY INC$3.8M0.01%52,002CommonSOLE
464287655IWMISHARES TR$3.7M0.01%14,917CommonSOLE
231021106CMICUMMINS INC$3.7M0.01%6,858CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.7M0.01%51,394CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.5M0.01%13,078CommonSOLE
049560105ATOATMOS ENERGY CORP$3.5M0.01%19,168CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.5M0.01%6,740CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$3.4M0.01%33,727CommonSOLE
92936U109WPCWP CAREY INC$3.4M0.01%49,513CommonSOLE
501044101KRKROGER CO$3.3M0.01%45,343CommonSOLE
125269100CFCF INDUSTRIES HOLD$3.3M0.01%25,256CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$3.2M0.01%32,989CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.2M0.01%23,969CommonSOLE
02079K305GOOGLALPHABET INC$3.2M0.01%11,011CommonSOLE
G02602103DOXAMDOCS LTD$2.9M0.01%44,668CommonSOLE
125896100CMSCMS ENERGY CORP$2.8M0.01%36,713CommonSOLE
02079K107GOOGALPHABET INC$2.8M0.01%9,766CommonSOLE
09062X103BIIBBIOGEN INC$2.8M0.01%15,239CommonSOLE
384802104GWWWW GRAINGER INC$2.6M0.01%2,376CommonSOLE
281020107EIXEDISON INTL$2.6M0.01%35,108CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M0.01%4,346CommonSOLE
12504L109CBRECBRE GROUP INC$2.3M0.01%16,890CommonSOLE
532457108LLYELI LILLY & CO$2.2M0.01%2,420CommonSOLE
231561101CWCURTISS WRIGHT CORP$2.2M0.01%3,184CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.1M0.01%35,040CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.1M0.01%11,025CommonSOLE
55354G100MSCIMSCI INC$2.0M0.01%3,730CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.0M0.01%42,595CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.01%4,089CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2.0M0.01%11,423CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.9M0.01%11,424CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.01%10,713CommonSOLE
35137L204FOXFOX CORP$1.8M0.01%34,060CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.8M0.01%2,428CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$1.6M0.01%31,685CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.6M0.01%6,462CommonSOLE
931142103WMTWALMART INC$1.6M0.01%12,912CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.6M0.01%25,949CommonSOLE
219948106CPAYCORPAY INC$1.6M0.01%5,417CommonSOLE
64110L106NFLXNETFLIX INC.$1.6M0.01%16,284CommonSOLE
665859104NTRSNORTHERN TR CORP$1.5M0.01%11,025CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.5M0.01%7,043CommonSOLE
693506107PPGPPG INDS INC$1.2M0.00%11,360CommonSOLE
285512109EAELECTRONIC ARTS INC$1.2M0.00%5,932CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.2M0.00%4,401CommonSOLE
15135B101CNCCENTENE CORP DEL$1.2M0.00%35,321CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.00%23,641CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.00%7,723CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.00%9,742CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.1M0.00%3,512CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.0M0.00%3,529CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.0M0.00%1,039CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.0M0.00%3,605CommonSOLE
031162100AMGNAMGEN INC$984,4760.00%2,798CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$984,4350.00%9,221CommonSOLE
876030107TPRTAPESTRY INC$964,6280.00%6,836CommonSOLE
29089Q105EBSEMERGENT BIOSOLUTIONS INC$937,1530.00%112,910CommonSOLE
315616102FFIVF5 INC$898,6590.00%3,106CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$879,4130.00%6,415CommonSOLE
002824100ABTABBOTT LABORATORIES$848,9780.00%8,269CommonSOLE
980745103WWDWOODWARD INC$829,3010.00%2,317CommonSOLE
576485205MTDRMATADOR RES CO$827,0260.00%13,090CommonSOLE
464287689IWVISHARES TR$800,6690.00%2,160CommonSOLE
617446448MSMORGAN STANLEY$800,4680.00%4,864CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$779,4220.00%618CommonSOLE
302301106EZPWEZCORP INC$757,0850.00%29,830CommonSOLE
872590104TMUST-MOBILE US INC$729,6440.00%3,474CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$728,4330.00%5,472CommonSOLE
02361E108AMRCAMERESCO INC$684,4460.00%26,841CommonSOLE
681919106OMCOMNICOM GROUP INC$679,8230.00%9,027CommonSOLE
651718504NPKINPK INTERNATIONAL INC$661,9760.00%45,685CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$655,4530.00%14,543CommonSOLE
G4740B105ICHRICHOR HOLDINGS$654,7770.00%14,048CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$618,4810.00%7,512CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$606,0310.00%1,993CommonSOLE
458140100INTCINTEL CORP$589,4000.00%13,356CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$584,5660.00%42,483CommonSOLE
086516101BBYBEST BUY INC$570,0960.00%8,880CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$539,0710.00%38,894CommonSOLE
87615L107THTARGET HOSPITALITY CORP$537,5900.00%57,930CommonSOLE
82312B106SHENSHENANDOAH TELECOMMUNICATION$535,2280.00%34,710CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$532,8050.00%1,820CommonSOLE
733245104PRCHPORCH GROUP INC$532,7670.00%74,305CommonSOLE
92840M102VSTVISTRA CORP$515,6320.00%3,430CommonSOLE
87357P100TCMDTACTILE SYS TECHNOLOGY INC$514,6300.00%19,695CommonSOLE
889478103TOLTOLL BROTHERS INC$507,8050.00%3,721CommonSOLE
719405102PLABPHOTRONICS INC$507,1050.00%12,549CommonSOLE
17306X102CTRNCITI TRENDS INC$507,0610.00%11,705CommonSOLE
761152107RMDRESMED INC$502,3860.00%2,238CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$501,2120.00%4,225CommonSOLE
019330109ALNTALLIENT INC$500,1970.00%8,465CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$500,0880.00%11,020CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$495,4500.00%1,831CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$492,1800.00%78,875CommonSOLE
52603B107TREELENDINGTREE INC$484,3300.00%11,295CommonSOLE
11040G103VTOLBRISTOW GROUP INC$477,8090.00%10,190CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$477,6180.00%6,710CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$475,3310.00%7,575CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$468,5730.00%1,189CommonSOLE
759509102RSRELIANCE INC$464,6940.00%1,529CommonSOLE
65487K100LASRNLIGHT INC$460,1510.00%8,070CommonSOLE
922908512VOEVANGUARD INDEX FDS$458,9800.00%2,491CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$455,6980.00%7,599CommonSOLE
00676P107ADEAADEIA INC$451,7160.00%18,798CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$439,6000.00%46,766CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$430,8430.00%6,110CommonSOLE
35922N100FVRFRONTVIEW REIT INC$429,3700.00%27,755CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$425,7690.00%91,171CommonSOLE
640491106NEOGNEOGEN CORP$417,8640.00%44,980CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$416,2860.00%11,860CommonSOLE
25400W102APPSDIGITAL TURBINE INC$399,2260.00%138,620CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$394,1890.00%2,387CommonSOLE
883203101TXTTEXTRON INC$392,4440.00%4,482CommonSOLE
74319R101PRGPROG HOLDINGS INC$390,1840.00%13,600CommonSOLE
78435P105SEZLSEZZLE INC$389,8030.00%6,159CommonSOLE
532746104LMNRLIMONEIRA CO$388,3750.00%28,940CommonSOLE
22041X102CRSRCORSAIR GAMING INC$386,9240.00%69,716CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$385,6110.00%1,967CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$383,5490.00%19,935CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$380,2560.00%6,875CommonSOLE
610236101MNROMONRO INC$369,1770.00%23,016CommonSOLE
718546104PSXPHILLIPS 66$359,9880.00%1,976CommonSOLE
393222104GPREGREEN PLAINS INC$359,5480.00%21,857CommonSOLE
001055102AFLAFLAC INC$353,8150.00%3,225CommonSOLE
921659108VNDAVANDA PHARMACEUTICALS INC$343,7730.00%49,750CommonSOLE
51819L107SWIMLATHAM GROUP INC$342,0800.00%63,702CommonSOLE
64049M209NEONEOGENOMICS INC$340,8010.00%45,930CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$340,0290.00%76,756CommonSOLE
128246105CVGWCALAVO GROWERS INC$339,3960.00%13,160CommonSOLE
962166104WYWEYERHAEUSER CO$337,7450.00%13,825CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$336,1230.00%47,677CommonSOLE
70451A104PAYSPAYSIGN INC$333,3620.00%56,502CommonSOLE
34988V106FOSLFOSSIL GROUP INC$319,8360.00%74,208CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$319,6940.00%91,081CommonSOLE
45782N108INSEINSPIRED ENTMT INC$319,3240.00%44,786CommonSOLE
464287887IJTISHARES TR$317,8770.00%2,197CommonSOLE
68376D104OPRTOPORTUN FINL CORP$313,6970.00%68,047CommonSOLE
35953D401FUBOFUBOTV INC$313,0120.00%33,088CommonSOLE
855919106STRZSTARZ ENTERTAINMENT CORP.$311,3050.00%27,070CommonSOLE
02913V103APEIAMERICAN PUB ED INC$301,8620.00%5,307CommonSOLE
74467Q103PUBMPUBMATIC INC$300,5000.00%36,736CommonSOLE
68554V108OSURORASURE TECHNOLOGIES INC$297,7320.00%99,244CommonSOLE
37954A303XRNCHIRON REAL ESTATE INC$296,1320.00%8,952CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$295,1480.00%3,642CommonSOLE
53635B107LQDTLIQUIDITY SVCS INC$294,5420.00%9,635CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$291,1730.00%53,921CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES CORP$285,3760.00%22,295CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$281,0200.00%25,758CommonSOLE
83570H108SONOSONOS INC$280,0330.00%20,898CommonSOLE
00091G104ACVAACV AUCTIONS INC$278,1440.00%65,600CommonSOLE
34986A104FWRDFORWARD AIR CORP$271,4540.00%16,245CommonSOLE
38046C109GOGOGOGO INC$262,6510.00%65,336CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$262,3030.00%16,112CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$244,8510.00%2,005CommonSOLE
45168D104IDXXIDEXX LABS INC$243,8600.00%434CommonSOLE
918090101UTZUTZ BRANDS INC$235,9760.00%29,795CommonSOLE
282914100EGHT8X8 INC NEW$235,1890.00%141,680CommonSOLE
30052C107EOLSEVOLUS INC$228,1580.00%55,513CommonSOLE
75689M101RRGBRED ROBIN GOURMET BURGERS IN$221,3180.00%75,535CommonSOLE

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.