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Institutional

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327
$29.70B
Reported AUM
497
Positions
Q1 2026
Period
2026-05-14
Filed

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.

Portfolio · Q1 2026

Other$25.16BFI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AMCRAMCOR PLC$38.131.30%-13.78%-18.23%$544.0M1.83%+13,686,792NEW
2DOCHEALTHPEAK PROPERTIES INC$19.790.97%22.94%-29.65%$479.8M1.62%446,676−1.5%
3PRIMPRIMORIS SVCS CORP$121.84-4.54%60.94%321.29%$424.4M1.43%71,347−2.3%
4LITELUMENTUM HLDGS INC$863.66-8.62%960.23%928.29%$413.0M1.39%383,930−39.5%
5ALSNALLISON TRANSMISSION HLDGS I$115.75-2.22%13.05%213.29%$397.4M1.34%+80,974+2.4%
6EXELEXELIXIS INC$52.700.40%22.47%212.76%$366.4M1.23%+581,340+7.3%
7FIXCOMFORT SYS USA INC$1843.94-3.69%262.00%2420.18%$334.0M1.12%46,843−16.2%
8ONBOLD NATL BANCORP IND$23.96-0.04%16.34%73.76%$332.7M1.12%847,076−5.3%
9SONSONOCO PRODS CO$47.49-0.73%10.07%-10.16%$319.9M1.08%+11,838+0.2%
10JAZZJAZZ PHARMACEUTICALS PLC$238.57-0.62%114.68%40.73%$316.9M1.07%990−0.1%
11BEBLOOM ENERGY CORP$263.61-9.53%1110.33%1109.22%$311.5M1.05%442,881−16.2%
12FNBF N B CORP$17.690.28%30.65%84.29%$298.7M1.01%3,145,499−15.0%
13VRTVERTIV HOLDINGS CO$300.51-7.23%160.82%976.62%$298.1M1.00%+47,278+4.1%
14LKQLKQ CORP$25.22-0.16%-32.78%-43.45%$292.0M0.98%+1,683,893+20.4%
15DVNDEVON ENERGY CORP NEW$44.28-3.72%40.68%117.94%$280.7M0.95%1,399,889−20.1%
16PRMBPRIMO BRANDS CORPORATION$22.95-0.30%-25.29%57.28%$265.9M0.90%331,368−2.3%
17SAICSCIENCE APPLICATIONS INTL CO$114.35-1.90%10.12%40.59%$256.3M0.86%+73,066+2.8%
18CECELANESE CORP DEL$51.03-5.45%-7.78%-64.56%$244.6M0.82%375,980−9.2%
19STSENSATA TECHNOLOGIES HLDG PL$49.84-5.32%86.93%-10.14%$241.7M0.81%+842,977+14.0%
20MTCHMATCH GROUP INC NEW$34.42-0.98%10.67%-77.61%$237.9M0.80%+781,258+11.2%
21GHGUARDANT HEALTH INC$125.61-5.60%161.36%14.40%$235.6M0.79%+108,584+4.4%
22MODMODINE MFG CO$276.51-8.20%195.35%1552.78%$234.4M0.79%+63,659+6.3%
23CRUSCIRRUS LOGIC INC$164.40-6.39%62.71%99.06%$232.3M0.78%+27,893+1.8%
24WTMWHITE MTNS INS GROUP LTD$2065.142.46%13.61%83.09%$229.7M0.77%3,611−3.3%
25BWABORGWARNER INC$72.63-5.71%128.62%80.85%$223.7M0.75%+847,563+25.9%
26DOCNDIGITALOCEAN HLDGS INC$169.87-5.89%493.33%229.84%$219.8M0.74%+141,703+5.9%
27EHCENCOMPASS HEALTH CORP$104.014.18%-13.85%64.86%$215.7M0.73%+176,289+8.6%
28EMEEMCOR GROUP INC$817.44-3.31%67.55%582.33%$214.7M0.72%72,984−20.1%
29AMGAFFILIATED MANAGERS GROUP$336.810.59%84.79%112.83%$210.4M0.71%+74,625+10.9%
30PORPORTLAND GEN ELEC CO$50.531.73%29.19%26.02%$207.6M0.70%149,758−3.7%
31WFRDWEATHERFORD INTL PLC$97.17-6.32%$205.1M0.69%+239,818+12.4%
32AGCOAGCO CORP$116.41-2.89%$202.3M0.68%803,831−31.5%
33GPKGRAPHIC PACKAGING HLDG CO$10.54-0.94%$201.9M0.68%+1,611,307+8.6%
34GTXGARRETT MOTION INC$31.96-2.74%$198.0M0.67%+548,531+5.3%
35COLDAMERICOLD REALTY TRUST INC$14.71-1.74%$195.4M0.66%243,656−1.4%
36UGIUGI CORP NEW$34.851.43%$194.6M0.66%203,866−3.7%
37OPCHOPTION CARE HEALTH INC$20.512.19%$191.8M0.65%+166,480+2.4%
38RYNRAYONIER INC$20.97-0.24%$191.6M0.64%+3,642,575+64.5%
39CMCCOMMERCIAL METALS CO$74.15-2.78%$182.8M0.62%842,527−22.1%
40DCIDONALDSON INC$83.65-0.48%$179.2M0.60%+2,018+0.1%
41AWIARMSTRONG WORLD INDS INC NEW$155.151.57%$171.6M0.58%+35,890+3.6%
42THGHANOVER INS GROUP INC$193.193.32%$171.6M0.58%+35,565+3.7%
43KRGKITE REALTY GROUP TRUST$27.691.47%$171.4M0.58%249,913−3.5%
44UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%$166.3M0.56%10,208−3.5%
45MSMMSC INDL DIRECT INC$115.51-1.26%$164.8M0.55%10,720−0.6%
46STRLSTERLING INFRASTRUCTURE INC$882.43-11.20%$164.1M0.55%202,450−33.4%
47TFXTELEFLEX INCORPORATED$129.84-1.72%$163.1M0.55%+667,000+95.7%
48NXTNEXTPOWER INC$131.57-12.47%$162.0M0.55%+49,983+3.9%
49ICUIICU MED INC$136.611.25%$157.6M0.53%45,260−3.6%
50NXSTNEXSTAR MEDIA GROUP INC$182.020.56%$155.9M0.52%831−0.1%
51GNTXGENTEX CORP$24.63-1.68%$155.3M0.52%+558,284+8.5%
52RRYDER SYS INC$265.220.10%$154.6M0.52%+55,652+8.0%
53CBTCABOT CORP$80.88-2.60%$154.3M0.52%295,062−12.6%
54CNOCNO FINL GROUP INC$47.911.68%$154.1M0.52%141,350−3.6%
55AYIACUITY INC$302.04-1.94%$154.0M0.52%+70,468+14.7%
56RLRALPH LAUREN CORP$366.55-0.05%$153.1M0.52%+778+0.2%
57AIZASSURANT INC$257.352.26%$151.9M0.51%20−0.0%
58AEISADVANCED ENERGY INDS$294.81-8.14%$151.7M0.51%+42,261+9.9%
59CCKCROWN HLDGS INC$93.380.34%$151.4M0.51%+274,412+22.2%
60FHIFEDERATED HERMES INC$57.030.18%$150.2M0.51%138,340−5.0%
61ZIONZIONS BANCORPORATION NATL AS$63.230.29%$149.5M0.50%+307,176+13.4%
62AITAPPLIED INDL TECHNOLOGIES IN$315.290.52%$149.3M0.50%9,701−1.7%
63AAPADVANCE AUTO PARTS INC$56.811.65%$149.2M0.50%+40,159+1.4%
64SRSPIRE INC$82.381.58%$149.2M0.50%+22,669+1.4%
65OLNOLIN CORP$24.54-1.56%$149.1M0.50%866,867−14.7%
66XRAYDENTSPLY SIRONA INC$10.001.21%$148.4M0.50%+287,008+2.3%
67MMSIMERIT MED SYS INC$64.482.28%$145.8M0.49%+37,730+1.8%
68REYNREYNOLDS CONSUMER PRODS INC$22.463.60%$145.1M0.49%+1,122,103+19.6%
69ELANELANCO ANIMAL HEALTH INC$23.63-4.37%$143.9M0.48%+243,442+4.2%
70BBTBEACON FINANCIAL CORP.$28.830.80%$143.1M0.48%107,828−2.2%
71MWAMUELLER WTR PRODS INC$25.330.96%$142.1M0.48%+85,014+1.7%
72VNTVONTIER CORPORATION$28.15-0.60%$140.5M0.47%+183,426+4.9%
73DINOHF SINCLAIR CORP$71.39-1.98%$140.4M0.47%245,012−9.8%
74FTDRFRONTDOOR INC$63.640.68%$139.7M0.47%735,990−21.8%
75BTSGBRIGHTSPRING HEALTH SVCS INC$57.400.00%$138.5M0.47%+187,133+6.1%
76FISFIDELITY NATL INFORMATION SV$40.95-1.28%$138.3M0.47%+2,579,047+698.9%
77INDVINDIVIOR PHARMACEUTICALS INC$37.620.44%$138.1M0.46%+4,529,583NEW
78HWCHANCOCK WHITNEY CORPORATION$69.380.29%$137.6M0.46%2,043−0.1%
79HRBBLOCK H & R INC$38.091.65%$135.9M0.46%5,223−0.1%
80TMHCTAYLOR MORRISON HOME CORP$71.530.04%$135.8M0.46%1,937−0.1%
81MMSMAXIMUS INC$60.540.03%$133.4M0.45%+495,496+31.2%
82REZIRESIDEO TECHNOLOGIES INC$31.213.24%$133.1M0.45%167,674−4.1%
83PTENPATTERSON-UTI ENERGY INC$11.51-6.19%$132.7M0.45%4,179,605−25.4%
84VSATVIASAT INC$67.18-7.88%$132.5M0.45%+166,560+6.1%
85SLGNSILGAN HLDGS INC$36.630.96%$128.0M0.43%100,847−3.0%
86BDCBELDEN INC$106.22-4.06%$120.6M0.41%+50,209+5.0%
87CRCCALIFORNIA RES CORP$58.34-4.36%$119.6M0.40%+111,612+6.9%
88PLXSPLEXUS CORP$273.01-3.99%$119.3M0.40%+142,073+31.8%
89BCOBRINKS CO$100.990.05%$118.2M0.40%142,087−11.1%
90FHBFIRST HAWAIIAN INC$27.350.40%$117.6M0.40%172,017−3.5%
91ENSGENSIGN GROUP INC$170.303.66%$115.6M0.39%23,946−4.0%
92EGEVEREST GROUP LTD$334.414.67%$115.1M0.39%+5,805+1.7%
93CSNCSG SYS INTL INC$113.2M0.38%1,621−0.1%
94KMPRKEMPER CORP$24.754.17%$113.0M0.38%+74,635+2.1%
95VACMARRIOTT VACATIONS WORLDWIDE$89.493.02%$110.5M0.37%29,110−1.7%
96FORMFORMFACTOR INC$116.70-7.83%$110.3M0.37%+52,828+4.9%
97RRCRANGE RES CORP$39.10-3.43%$110.2M0.37%120,766−4.7%
98FIVEFIVE BELOW INC$190.47-0.88%$109.4M0.37%70,323−12.8%
99SKYWSKYWEST INC$84.451.32%$108.6M0.37%2,622−0.2%
100CROXCROCS INC$119.35-1.79%$103.8M0.35%+342,621+37.7%
101WAFDWAFD INC$102.2M0.34%111,792−3.3%
102GVAGRANITE CONSTR INC$101.8M0.34%373,872−30.6%
103VSECVSE CORP$101.4M0.34%+32,026+6.2%
104CRDOCREDO TECHNOLOGY GROUP HOLDI$101.3M0.34%+100,433+10.3%
105MATXMATSON INC$100.5M0.34%+4,762+0.8%
106TTEKTETRA TECH INC NEW$99.8M0.34%+3,314,443NEW
107EVREVERCORE INC$98.8M0.33%+55,034+19.9%
108GGENPACT LIMITED$98.2M0.33%476,547−15.3%
109BFAMBRIGHT HORIZONS FAM SOL IN D$96.6M0.33%716,375−37.8%
110NVSTENVISTA HOLDINGS CORPORATION$95.7M0.32%106,093−2.7%
111GMEDGLOBUS MED INC$94.9M0.32%+66,050+6.4%
112HALOHALOZYME THERAPEUTICS INC$94.7M0.32%+85,708+6.2%
113VISNVISTANCE NETWORKS INC$94.4M0.32%+292,854+6.0%
114FCFSFIRSTCASH HOLDINGS INC$93.4M0.31%+28,809+6.2%
115FLOFLOWERS FOODS INC$92.5M0.31%+351,157+3.2%
116NATLNCR ATLEOS CORPORATION$92.1M0.31%75,449−3.4%
117ALABASTERA LABS INC$91.5M0.31%+11,087+1.3%
118ECGEVERUS CONSTR GROUP$91.1M0.31%+771,811NEW
119HASHASBRO INC$90.9M0.31%3,992−0.4%
120SANMSANMINA CORP$90.6M0.30%33,691−4.6%
121WTFCWINTRUST FINL CORP$90.4M0.30%826−0.1%
122SFSTIFEL FINL CORP$90.1M0.30%+628,033+106.3%
123VIAVVIAVI SOLUTIONS INC$88.5M0.30%+2,659,193NEW
124ACIWACI WORLDWIDE INC$88.2M0.30%+333,221+18.3%
125TEXTEREX CORP NEW$88.0M0.30%1,400,798−48.5%
126IDCCINTERDIGITAL INC$86.7M0.29%+2,643+0.9%
127FULTFULTON FINL CORP PA$86.6M0.29%6,028−0.1%
128APLEAPPLE HOSPITALITY REIT INC$85.2M0.29%+296,607+4.2%
129HMNHORACE MANN EDUCATORS CORP N$84.7M0.29%74,393−3.6%
130SKYCHAMPION HOMES INC$83.9M0.28%+59,105+5.5%
131AVTRAVANTOR INC$83.4M0.28%+9,009,715+555.3%
132GEFGREIF INC$83.1M0.28%39,205−3.1%
133PRGOPERRIGO CO PLC$82.3M0.28%161,876−2.1%
134CGNXCOGNEX CORP$81.2M0.27%+1,656,815NEW
135PRIPRIMERICA INC$80.0M0.27%+34,411+12.1%
136IRTCIRHYTHM HOLDINGS INC$79.6M0.27%+35,275+5.5%
137ZWSZURN ELKAY WATER SOLNS CORP$79.6M0.27%+100,836+6.0%
138AIRAAR CORP$78.6M0.26%+45,213+6.7%
139VSCOVICTORIAS SECRET AND CO$76.9M0.26%+37,650+2.3%
140BILLBILL HOLDINGS INC$76.5M0.26%+1,996,215NEW
141JBLJABIL INC$75.6M0.25%1,895−0.7%
142GFFGRIFFON CORP$72.8M0.25%500−0.0%
143SWXSOUTHWEST GAS HLDGS INC$72.1M0.24%31,474−3.7%
144LBRTLIBERTY ENERGY INC$71.4M0.24%+2,478,018NEW
145RRRRED ROCK RESORTS INC$69.3M0.23%+91,569+7.6%
146AGOASSURED GUARANTY LTD$69.2M0.23%32,250−3.7%
147RDNRADIAN GROUP INC$68.8M0.23%76,307−3.5%
148KEYKEYCORP$67.7M0.23%10,029,489−74.8%
149BOOTBOOT BARN HLDGS INC$67.5M0.23%+26,237+6.0%
150CACICACI INTL INC$67.0M0.23%150−0.1%
151HOPEHOPE BANCORP INC$66.1M0.22%160,476−2.6%
152EXLSEXLSERVICE HLDGS INC$65.7M0.22%3,521−0.2%
153MUSAMURPHY USA INC$65.0M0.22%186,354−58.6%
154FFINFIRST FINL BANKSHARES INC$64.5M0.22%+1,066,394+94.8%
155HNGEHINGE HEALTH INC$63.8M0.21%+1,655,198NEW
156IPGPIPG PHOTONICS CORP$63.3M0.21%+457,322+483.1%
157LRNSTRIDE INC$63.2M0.21%+716,340NEW
158FSLYFASTLY INC$62.8M0.21%+2,117,405+4908.0%
159AGXARGAN INC$62.6M0.21%+114,862NEW
160SITMSITIME CORP$61.6M0.21%+9,927+5.9%
161PEBPEBBLEBROOK HOTEL TR$61.4M0.21%1,028,851−17.5%
162VLYVALLEY NATL BANCORP$61.0M0.21%2,001,139−28.7%
163BROSDUTCH BROS INC$60.0M0.20%+66,557+6.0%
164RSIRUSH STREET INTERACTIVE INC$58.9M0.20%+190,955+7.6%
165TDCTERADATA CORP DEL$58.8M0.20%+88,505+4.0%
166CNMDCONMED CORP$58.1M0.20%+50,176+3.2%
167TERTERADYNE INC$57.6M0.19%+13,994+7.8%
168KLICKULICKE & SOFFA INDS INC$57.4M0.19%+873,817NEW
169KVYOKLAVIYO INC$57.3M0.19%+87,835+3.1%
170TKRTIMKEN CO$57.2M0.19%1,219,770−68.2%
171MURMURPHY OIL CORP$56.1M0.19%+1,358,795NEW
172MOG/AMOOG INC$56.0M0.19%+191,195NEW
173BNLBROADSTONE NET LEASE INC$55.9M0.19%103,376−3.3%
174UBSIUNITED BANKSHARES INC WEST V$55.0M0.19%48,117−3.5%
175WKWORKIVA INC$55.0M0.19%+28,308+3.2%
176TTANSERVICETITAN INC$55.0M0.19%+24,022+2.9%
177XMTRXOMETRY INC$54.7M0.18%+54,854+4.3%
178NYTNEW YORK TIMES CO MTN BE$54.0M0.18%+140,412+27.8%
179FIGFIGMA INC$53.8M0.18%+2,543,373NEW
180TREXTREX INC$53.7M0.18%+1,474,843NEW
181ENRENERGIZER HLDGS INC$53.7M0.18%283,643−8.0%
182BKHBLACK HILLS CORP$53.4M0.18%31,766−4.0%
183CNXCCONCENTRIX CORP$53.3M0.18%67,216−3.3%
184ESEESCO TECHNOLOGIES INC$52.9M0.18%325−0.2%
185JBHTHUNT J B TRANS SVCS INC$52.6M0.18%+297+0.1%
186DGDOLLAR GEN CORP$52.5M0.18%+28,322+6.8%
187AEOAMERICAN EAGLE OUTFITTERS IN$52.2M0.18%+170,465+5.8%
188FOURSHIFT4 PMTS INC$52.0M0.18%28,665−2.4%
189COKECOCA COLA CONS INC$52.0M0.18%+37,081+15.8%
190EVTCEVERTEC INC$51.8M0.17%+667,135+57.1%
191PLPLANET LABS PBC$51.7M0.17%+1,850,668NEW
192ZBRAZEBRA TECHNOLOGIES CORPORATI$51.4M0.17%+110,236+81.4%
193FFBC1ST FINL BANCORP$50.7M0.17%1,777−0.1%
194RAMPLIVERAMP HLDGS INC$49.9M0.17%1,132−0.1%
195COLLCOLLEGIUM PHARMACEUTICAL INC$49.6M0.17%488−0.0%
196PAYPAYMENTUS HOLDINGS INC$49.6M0.17%+38,141+2.0%
197SYFSYNCHRONY FINANCIAL$49.4M0.17%+198,243+37.6%
198LCLENDINGCLUB ISSUANCE TR SER$49.0M0.16%+63,179+1.9%
199WRBYWARBY PARKER INC$48.7M0.16%+179,666+8.4%
200DECKDECKERS OUTDOOR CORP$48.7M0.16%+148,533+43.9%
201CHECHEMED CORP NEW$48.1M0.16%+305+0.2%
202FCFFIRST COMWLTH FINL CORP PA$47.8M0.16%+204,046+8.1%
203CHRDCHORD ENERGY CORPORATION$47.1M0.16%+1,945+0.6%
204IBPINSTALLED BLDG PRODS INC$47.0M0.16%+59,973+51.1%
205TILEINTERFACE INC$46.9M0.16%124,776−6.2%
206EXPEEXPEDIA GROUP INC$46.2M0.16%+83,907+72.3%
207FCNCAFIRST CTZNS BANCSHARES INC D$46.0M0.15%+3,725+18.0%
208AXTAAXALTA COATING SYS LTD$46.0M0.15%879,586−34.6%
209VCYTVERACYTE INC$45.6M0.15%+32,925+2.4%
210AXSAXIS CAP HLDGS LTD$45.5M0.15%21,443−4.6%
211PEGAPEGASYSTEMS INC$45.5M0.15%+1,069,134NEW
212RVLVREVOLVE GROUP INC$45.2M0.15%+31,162+1.6%
213RDNTRADNET INC$45.1M0.15%+37,832+4.9%
214EBAYEBAY INC.$43.8M0.15%+82,599+20.7%
215BBWIBATH & BODY WORKS INC$43.6M0.15%+15,717+0.7%
216MASMASCO CORP$43.4M0.15%+131,742+22.4%
217JBTMJBT MAREL CORPORATION$43.3M0.15%125,399−27.0%
218CELHCELSIUS HLDGS INC$43.3M0.15%+1,219,168NEW
219MLKNMILLERKNOLL INC$43.0M0.14%64,924−2.1%
220ABMABM INDS INC$41.0M0.14%39,702−3.6%
221VYXNCR VOYIX CORPORATION$40.9M0.14%194,566−2.9%
222BYDBOYD GAMING CORP$40.4M0.14%487−0.1%
223NMIHNMI HLDGS INC$40.2M0.14%+1,070,580NEW
224CVBFCVB FINL CORP$39.7M0.13%77,526−3.7%
225ROSTROSS STORES INC$38.7M0.13%+20,138+12.7%
226KOPKOPPERS HOLDINGS INC$37.9M0.13%35,228−3.5%
227WATWATERS CORP$37.8M0.13%+53,774+73.4%
228T86TRI POINTE HOMES INC$36.7M0.12%29,953−3.7%
229LINELINEAGE INC$36.7M0.12%+142,916+14.6%
230MEDPMEDPACE HLDGS INC$35.4M0.12%3,222−4.2%
231DAVEDAVE INC$35.2M0.12%+199,613+8317.2%
232DNOWDNOW INC$34.8M0.12%528,438−15.3%
233LRCXLAM RESEARCH CORP$33.9M0.11%+37,825+31.3%
234ORLYOREILLY AUTOMOTIVE INC$33.5M0.11%+112,315+44.9%
235IARTINTEGRA LIFESCIENCES HLDGS C$33.2M0.11%106,956−2.9%
236UNPUNION PAC CORP$32.8M0.11%+23,261+20.8%
237PENNPENN ENTERTAINMENT INC$32.6M0.11%+2,168,909NEW
238THRMGENTHERM INC$32.6M0.11%44,004−3.6%
239CTASCINTAS CORP$32.5M0.11%+50,811+36.0%
240DORMDORMAN PRODS INC$32.1M0.11%573,564−65.1%
241NWENORTHWESTERN ENERGY GROUP IN$31.9M0.11%18,795−3.7%
242FIGSFIGS INC$31.5M0.11%+2,133,406NEW
243NAVNNAVAN INC$31.5M0.11%+2,378,367NEW
244RELYREMITLY GLOBAL INC$30.3M0.10%+1,935,101NEW
245EXPEAGLE MATLS INC$30.1M0.10%155,020−49.4%
246UCTTULTRA CLEAN HLDGS INC$29.5M0.10%+461,568+3417.8%
247HIMSHIMS & HERS HEALTH INC$29.5M0.10%+1,419,677NEW
248ECLECOLAB INC$29.3M0.10%+26,534+31.7%
249BANFBANCFIRST CORP$29.3M0.10%432−0.2%
250DIODDIODES INC$29.2M0.10%+428,170NEW
251ANAUTONATION INC$29.2M0.10%5,941−3.8%
252AVNTAVIENT CORPORATION$29.0M0.10%+420+0.1%
253PHPARKER-HANNIFIN CORP$28.9M0.10%+4,160+14.8%
254EYENATIONAL VISION HLDGS INC$28.5M0.10%+1,099,678NEW
255AMATAPPLIED MATLS INC$28.3M0.10%1,432−1.7%
256MCRIMONARCH CASINO & RESORT INC$28.1M0.09%326−0.1%
257IWOISHARES TR$27.9M0.09%3,742−4.0%
258SMPLSIMPLY GOOD FOODS CO$27.5M0.09%+5,383+0.3%
259AMPHAMPHASTAR PHARMACEUTICALS IN$27.3M0.09%+676+0.0%
260KLACKLA CORP$26.5M0.09%+3,422+23.5%
261BLKBBLACKBAUD INC$26.4M0.09%+283,772+70.8%
262MDPEDIATRIX MEDICAL GROUP INC$26.3M0.09%74−0.0%
263SFNCSIMMONS FIRST NATL CORP$25.9M0.09%35,646−2.6%
264GPNGLOBAL PMTS INC$25.1M0.08%+84,252+29.1%
265TTCTORO CO$24.0M0.08%122,631−32.3%
266MATMATTEL INC$23.9M0.08%1,550,138−48.5%
267VCTRVICTORY CAP HLDGS INC DEL$23.9M0.08%704−0.2%
268CRCRANE COMPANY$23.8M0.08%9,380−6.3%
269TNKTEEKAY TANKERS LTD$23.5M0.08%571−0.2%
270MLIMUELLER INDS INC$23.4M0.08%51,309−19.5%
271BBWBUILD-A-BEAR WORKSHOP INC$22.9M0.08%1,242−0.2%
272HWKNHAWKINS INC$22.5M0.08%102,067−41.1%
273SFMSPROUTS FMRS MKT INC$22.5M0.08%+69,823+31.5%
274LZBLA Z BOY INC$22.0M0.07%210,435−23.5%
275DFINDONNELLEY FINL SOLUTIONS INC$21.8M0.07%+172,258+59.3%
276KTBKONTOOR BRANDS INC$21.2M0.07%754,884−71.5%
277HUBGHUB GROUP INC$20.6M0.07%539,482−48.5%
278LKFNLAKELAND FINL CORP$18.8M0.06%+720+0.2%
279BROBROWN & BROWN INC$17.8M0.06%+213,304+353.3%
280CTRACOTERRA ENERGY INC$17.6M0.06%+105,561+26.6%
281NBTBNBT BANCORP INC$17.2M0.06%430−0.1%
282ITGRINTEGER HLDGS CORP$16.9M0.06%+591+0.3%
283PRGSPROGRESS SOFTWARE CORP$16.3M0.05%+466+0.1%
284CLHCLEAN HARBORS INC$15.6M0.05%26,538−32.8%
285GGGGRACO INC$15.3M0.05%+55,310+44.2%
286COLMCOLUMBIA SPORTSWEAR CO$15.1M0.05%8,072−2.8%
287AKAMAKAMAI TECHNOLOGIES INC$14.1M0.05%+27,849+29.3%
288ALLYALLY FINL INC$14.1M0.05%63,227−15.0%
289ALLEALLEGION PLC$13.8M0.05%+22,002+30.3%
290IWNISHARES TR$13.3M0.04%79,837−53.3%
291LDOSLEIDOS HOLDINGS INC$12.8M0.04%+19,071+30.3%
292WTSWATTS WATER TECHNOLOGIES INC$12.6M0.04%+11,550+36.1%
293CLDTCHATHAM LODGING TR$12.3M0.04%28,583−1.8%
294MZTIMARZETTI COMPANY$12.2M0.04%+29,222+49.5%
295OCOWENS CORNING NEW$12.2M0.04%+48,590+75.8%
296STLDSTEEL DYNAMICS INC$12.1M0.04%+16,657+32.8%
297QCRHQCR HLDGS INC$12.1M0.04%+41,547+41.7%
298HLNEHAMILTON LANE INC$12.0M0.04%+60,593+100.3%
299NSANATIONAL STORAGE AFFILIATES$12.0M0.04%+92,494+41.1%
300NBIXNEUROCRINE BIOSCIENCES INC$11.5M0.04%+87,350NEW
301AATAMERICAN ASSETS TR INC$11.0M0.04%+191,051+47.2%
302AMTAMERICAN TOWER CORP$10.9M0.04%+2,409+4.0%
303ORIOLD REP INTL CORP$10.8M0.04%+18,379+7.3%
304MKLMARKEL GROUP INC$10.7M0.04%229−3.9%
305ROPROPER TECHNOLOGIES INC$10.7M0.04%+15,423+104.1%
306LOBLIVE OAK BANCSHARES INC$10.4M0.04%+91,244+40.8%
307HO1HOLOGIC INC$10.2M0.03%+38,098+39.3%
308UHAL/BU HAUL HOLDING COMPANY$9.4M0.03%+7,231+3.6%
309SWSMURFIT WESTROCK PLC$9.0M0.03%+13,771+6.5%
310OECORION S.A.$9.0M0.03%+589,752+73.9%
311TRUTRANSUNION$9.0M0.03%+19,759+17.9%
312DOWDOW HLDGS INC$8.6M0.03%241,046−53.9%
313COPCONOCOPHILLIPS$8.2M0.03%264−0.4%
314PHMPULTE GROUP INC$8.1M0.03%+17,539+34.2%
315RSGREPUBLIC SVCS INC$8.1M0.03%+88+0.2%
316GLPIGAMING & LEISURE P$7.9M0.03%+58,406+48.8%
317KMXCARMAX INC$7.9M0.03%+12,364+7.0%
318SSNCSS&C TECH HLDGS$7.8M0.03%+11,300+10.8%
319NTAPNETAPP INC$7.7M0.03%+11,074+17.2%
320CWKCUSHMAN AND WAKEFIELD LTD$7.6M0.03%159,978−20.4%
321ARMKARAMARK$6.6M0.02%9,980−5.8%
322NVDANVIDIA CORPORATION$6.4M0.02%+2+0.0%
323DLTRDOLLAR TREE INC$6.4M0.02%57,223−49.6%
324AAPLAPPLE INC$6.3M0.02%+2+0.0%
325GLGLOBE LIFE INC$6.2M0.02%333−0.7%
326IWSISHARES TR$6.1M0.02%63,053−60.1%
327LNGCHENIERE ENERGY INC$6.1M0.02%11,034−34.0%
328SMMDISHARES TR$5.7M0.02%+52,837+244.5%
329INGRINGREDION INC$5.6M0.02%+1,602+3.3%
330SHWSHERWIN WILLIAMS CO$4.9M0.02%+129+0.8%
331DGXQUEST DIAGNOSTICS INC$4.9M0.02%+5,360+27.4%
332FTITECHNIPFMC PLC$4.8M0.02%10,940−13.7%
333MSFTMICROSOFT CORP$4.6M0.02%+1+0.0%
334AMEAMETEK INC$4.4M0.01%+62+0.3%
335CNPCENTERPOINT ENERGY INC$4.3M0.01%9,916−9.1%
336TTTRANE TECHNOLOGIES PLC$4.1M0.01%+300+3.2%
337AMZNAMAZON COM INC$3.9M0.01%+2+0.0%
338LYBLYONDELLBASELL INDUSTRIES NV$3.9M0.01%1,181,529−96.1%
339HSICSCHEIN HENRY INC$3.8M0.01%+48+0.1%
340IWMISHARES TR$3.7M0.01%28,494−65.6%
341CMICUMMINS INC$3.7M0.01%6−0.1%
342LNTALLIANT ENERGY CORP$3.7M0.01%87−0.2%
343PSAPUBLIC STORAGE OPER CO$3.5M0.01%+459+3.6%
344ATOATMOS ENERGY CORP$3.5M0.01%128−0.7%
345ULTAULTA BEAUTY INC$3.5M0.01%640−8.7%
346PNWPINNACLE WEST CAP CORP$3.4M0.01%+294+0.9%
347WPCWP CAREY INC$3.4M0.01%+314+0.6%
348KRKROGER CO$3.3M0.01%+2,150+5.0%
349CFCF INDUSTRIES HOLD$3.3M0.01%+2,603+11.5%
350BJBJS WHSL CLUB HLDGS INC$3.2M0.01%35−0.1%
351HIGHARTFORD INSURANCE GROUP INC$3.2M0.01%20−0.1%
352GOOGLALPHABET INC$3.2M0.01%403−3.5%
353DOXAMDOCS LTD$2.9M0.01%+139+0.3%
354CMSCMS ENERGY CORP$2.8M0.01%+218+0.6%
355GOOGALPHABET INC$2.8M0.01%302−3.0%
356BIIBBIOGEN INC$2.8M0.01%+340+2.3%
357GWWWW GRAINGER INC$2.6M0.01%5−0.2%
358EIXEDISON INTL$2.6M0.01%+206+0.6%
359METAMETA PLATFORMS INC$2.5M0.01%+1+0.0%
360CBRECBRE GROUP INC$2.3M0.01%+800+5.0%
361LLYELI LILLY & CO$2.2M0.01%303−11.1%
362CWCURTISS WRIGHT CORP$2.2M0.01%+388+13.9%
363BKRBAKER HUGHES COMPANY$2.1M0.01%+1,210+3.6%
364VRSKVERISK ANALYTICS INC$2.1M0.01%+82+0.7%
365MSCIMSCI INC$2.0M0.01%+656+21.3%
366FITBFIFTH THIRD BANCORP$2.0M0.01%HELD
367BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.01%+1+0.0%
368ALGNALIGN TECHNOLOGY INC$2.0M0.01%+2,663+30.4%
369IQVIQVIA HLDGS INC$1.9M0.01%+1,705+17.5%
370XOMEXXON MOBIL CORP$1.8M0.01%HELD
371FOXFOX CORP$1.8M0.01%+6,225+22.4%
372CASYCASEYS GEN STORES INC$1.8M0.01%+622+34.4%
373POWIPOWER INTEGRATIONS INC$1.6M0.01%+5,323+20.2%
374LECOLINCOLN ELEC HLDGS INC$1.6M0.01%+525+8.8%
375WMTWALMART INC$1.6M0.01%2,618−16.9%
376CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.6M0.01%+4,869+23.1%
377CPAYCORPAY INC$1.6M0.01%+2,070+61.8%
378NFLXNETFLIX INC.$1.6M0.01%+4+0.0%
379NTRSNORTHERN TR CORP$1.5M0.01%+11,025NEW
380CAHCARDINAL HEALTH INC$1.5M0.01%+1,207+20.7%
381PPGPPG INDS INC$1.2M0.00%HELD
382EAELECTRONIC ARTS INC$1.2M0.00%2,847−32.4%
383LHLABCORP HOLDINGS INC$1.2M0.00%+290+7.1%
384CNCCENTENE CORP DEL$1.2M0.00%+277+0.8%
385BACBANK AMERICA CORP$1.2M0.00%HELD
386ORCLORACLE CORP$1.1M0.00%HELD
387AAGILENT TECHNOLOGIES INC$1.1M0.00%+1,000+11.4%
388VBKVANGUARD INDEX FDS$1.1M0.00%1,289−26.8%
389JPMJPMORGAN CHASE & CO$1.0M0.00%HELD
390COSTCOSTCO WHOLESALE CORPORATION$1.0M0.00%HELD
391KEYSKEYSIGHT TECHNOLOGIES INC$1.0M0.00%+2,566+247.0%
392AMGNAMGEN INC$984K0.00%HELD
393EWBCEAST WEST BANCORP INC$984K0.00%168−1.8%
394TPRTAPESTRY INC$965K0.00%+2,506+57.9%
395EBSEMERGENT BIOSOLUTIONS INC$937K0.00%+2,750+2.5%
396FFIVF5 INC$899K0.00%+910+41.4%
397CFRCULLEN FROST BANKERS INC$879K0.00%HELD
398ABTABBOTT LABORATORIES$849K0.00%+8,269NEW
399WWDWOODWARD INC$829K0.00%+2,317NEW
400MTDRMATADOR RES CO$827K0.00%+100+0.8%
401IWVISHARES TR$801K0.00%2,003−48.1%
402MSMORGAN STANLEY$800K0.00%HELD
403MTDMETTLER TOLEDO INTERNATIONAL$779K0.00%HELD
404EZPWEZCORP INC$757K0.00%+1,650+5.9%
405TMUST-MOBILE US INC$730K0.00%HELD
406MANHMANHATTAN ASSOCIATES INC$728K0.00%2,947−35.0%
407AMRCAMERESCO INC$684K0.00%+1,300+5.1%
408OMCOMNICOM GROUP INC$680K0.00%7,208−44.4%
409NPKINPK INTERNATIONAL INC$662K0.00%7,585−14.2%
410DKDELEK US HLDGS INC NEW$655K0.00%6,297−30.2%
411ICHRICHOR HOLDINGS$655K0.00%+400+2.9%
412BLDRBUILDERS FIRSTSOURCE INC$618K0.00%2,688−26.4%
413HLTHILTON WORLDWIDE HLDGS INC$606K0.00%HELD
414INTCINTEL CORP$589K0.00%HELD
415FLNCFLUENCE ENERGY INC$585K0.00%5,402−11.3%
416BBYBEST BUY INC$570K0.00%+2,100+31.0%
417LOCOEL POLLO LOCO HLDGS INC$539K0.00%+100+0.3%
418THTARGET HOSPITALITY CORP$538K0.00%+2,000+3.6%
419SHENSHENANDOAH TELECOMMUNICATION$535K0.00%+850+2.5%
420ELVELEVANCE HEALTH INC FORMERLY$533K0.00%+1+0.1%
421PRCHPORCH GROUP INC$533K0.00%+5,000+7.2%
422VSTVISTRA CORP$516K0.00%HELD
423TCMDTACTILE SYS TECHNOLOGY INC$515K0.00%+700+3.7%
424TOLTOLL BROTHERS INC$508K0.00%HELD
425PLABPHOTRONICS INC$507K0.00%+350+2.9%
426CTRNCITI TRENDS INC$507K0.00%+250+2.2%
427RMDRESMED INC$502K0.00%HELD
428BKBANK NEW YORK MELLON CORP$501K0.00%HELD
429ALNTALLIENT INC$500K0.00%+300+3.7%
430GCTGIGACLOUD TECHNOLOGY INC$500K0.00%2,114−16.1%
431UNHUNITEDHEALTH GROUP INC$495K0.00%HELD
432AMPYAMPLIFY ENERGY CORP NEW$492K0.00%+2,250+2.9%
433TREELENDINGTREE INC$484K0.00%+11,295NEW
434VTOLBRISTOW GROUP INC$478K0.00%+50+0.5%
435GEHCGE HEALTHCARE TECHNOLOGIES I$478K0.00%+1,710+34.2%
436BSXBOSTON SCIENTIFIC CORP$475K0.00%HELD
437CRSCARPENTER TECHNOLOGY CORP$469K0.00%1,023−46.2%
438RSRELIANCE INC$465K0.00%708−31.6%
439LASRNLIGHT INC$460K0.00%8,350−50.9%
440VOEVANGUARD INDEX FDS$459K0.00%4,800−65.8%
441CFGCITIZENS FINL GROUP INC$456K0.00%152,525−95.3%
442ADEAADEIA INC$452K0.00%+650+3.6%
443CCRNCROSS CTRY HEALTHCARE INC$440K0.00%+46,766NEW
444KTOSKRATOS DEFENSE & SEC SOLUTIO$431K0.00%6,174−50.3%
445FVRFRONTVIEW REIT INC$429K0.00%+350+1.3%
446NXDTNEXPOINT DIVERSIFIED REL ET$426K0.00%+1,261+1.4%
447NEOGNEOGEN CORP$418K0.00%+500+1.1%
448BJRIBJS RESTAURANTS INC$416K0.00%+150+1.3%
449APPSDIGITAL TURBINE INC$399K0.00%+10,200+7.9%
450TXRHTEXAS ROADHOUSE INC$394K0.00%3,525−59.6%
451TXTTEXTRON INC$392K0.00%818−15.4%
452PRGPROG HOLDINGS INC$390K0.00%+150+1.1%
453SEZLSEZZLE INC$390K0.00%+6,159NEW
454LMNRLIMONEIRA CO$388K0.00%+200+0.7%
455CRSRCORSAIR GAMING INC$387K0.00%+69,716NEW
456DRIDARDEN RESTAURANTS INC$386K0.00%2,033−50.8%
457BZHBEAZER HOMES USA INC$384K0.00%+200+1.0%
458PAHCPHIBRO ANIMAL HEALTH CORP$380K0.00%+6,875NEW
459MNROMONRO INC$369K0.00%+23,016NEW
460PSXPHILLIPS 66$360K0.00%HELD
461GPREGREEN PLAINS INC$360K0.00%+21,857NEW
462AFLAFLAC INC$354K0.00%HELD
463VNDAVANDA PHARMACEUTICALS INC$344K0.00%HELD
464SWIMLATHAM GROUP INC$342K0.00%+63,702NEW
465NEONEOGENOMICS INC$341K0.00%+1,150+2.6%
466GENIGENIUS SPORTS LIMITED$340K0.00%+76,756NEW
467CVGWCALAVO GROWERS INC$339K0.00%HELD
468WYWEYERHAEUSER CO$338K0.00%HELD
469GOGROCERY OUTLET HLDG CORP$336K0.00%+47,677NEW
470PAYSPAYSIGN INC$333K0.00%+56,502NEW
471FOSLFOSSIL GROUP INC$320K0.00%+74,208NEW
472IRWDIRONWOOD PHARMACEUTICALS INC$320K0.00%+91,081NEW
473INSEINSPIRED ENTMT INC$319K0.00%+11,818+35.8%
474IJTISHARES TR$318K0.00%3,043−58.1%
475OPRTOPORTUN FINL CORP$314K0.00%+68,047NEW
476FUBOFUBOTV INC$313K0.00%+33,088NEW
477STRZSTARZ ENTERTAINMENT CORP.$311K0.00%+450+1.7%
478APEIAMERICAN PUB ED INC$302K0.00%+5,307NEW
479PUBMPUBMATIC INC$301K0.00%+8,901+32.0%
480OSURORASURE TECHNOLOGIES INC$298K0.00%+99,244NEW
481XRNCHIRON REAL ESTATE INC$296K0.00%+8,952NEW
482ALGTALLEGIANT TRAVEL CO$295K0.00%+3,642NEW
483LQDTLIQUIDITY SVCS INC$295K0.00%+9,635NEW
484BLMNBLOOMIN BRANDS INC$291K0.00%+53,921NEW
485SDHCSMITH DOUGLAS HOMES CORP$285K0.00%+300+1.4%
486ACELACCEL ENTERTAINMENT INC$281K0.00%+25,758NEW
487SONOSONOS INC$280K0.00%12,527−37.5%
488ACVAACV AUCTIONS INC$278K0.00%+2,100+3.3%
489FWRDFORWARD AIR CORP$271K0.00%+150+0.9%
490GOGOGOGO INC$263K0.00%+2,150+3.4%
491HNRGHALLADOR ENERGY COMPANY$262K0.00%+16,112NEW
492MAAMID-AMER APT CMNTYS INC$245K0.00%HELD
493IDXXIDEXX LABS INC$244K0.00%HELD
494UTZUTZ BRANDS INC$236K0.00%+400+1.4%
495EGHT8X8 INC NEW$235K0.00%+141,680NEW
496EOLSEVOLUS INC$228K0.00%+55,513NEW
497RRGBRED ROBIN GOURMET BURGERS IN$221K0.00%+850+1.1%
498AMCRAmcor Plc$38.131.30%-13.78%-18.23%59,866,243EXITED
499INDVIndivior Plc$37.620.44%6,371,534EXITED
500UUnity Software Inc2,727,648EXITED

Source: SEC EDGAR · accession 0001420506-26-000992. 13F discloses long positions only — shorts, foreign equities, and options are excluded.