FULLER & THALER ASSET MANAGEMENT, INC. Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$8.5B

Holdings

759

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (759 positions)

StockValue
ROKRockwell Int'l Corp
$209K
BAXBaxter International Inc
$201K
Monsanto Co
$198K
SJMJM Smucker Co
$198K
ELVAnthem Inc
$198K
WMWaste Management Inc
$193K
REEverest Reinsurance Hldgs
$193K
CPBCampbell Soup Co
$191K
ALLYAlly Financial Inc
$190K
SCCOSouthern Peru Copper
$190K
ADMArcher-Daniels-Midland
$186K
CSXCSX Corp
$184K
MCKMcKesson HBOC Inc
$183K
PSAPublic Storage
$180K
WDCWestern Digital Corp
$175K
BKBank of New York Co
$175K
BBTUSDBb&T Corp
$172K
LEALear Corp
$167K
ILMNIllumina Inc
$165K
HLTHilton Worldwide Hldgs Inc
$165K
GPKGraphic Packaging Holding Co
$165K
LRCXEURLam Research Corp
$163K
CMICummins Inc
$162K
TMKTorchmark Corp
$160K
CBSHCommerce Bancshares Inc
$156K
KLACKLA-Tencor Corp
$153K
RCLRoyal Carib Cruises
$153K
INGRIngredion Inc
$153K
RHT1EURRed Hat Inc
$150K
CCKCrown Cork & Seal Co
$150K
EIXEdison International
$150K
RSGRepublic Services Inc
$149K
HDSUSDHd Supply Holdings Inc
$148K
MTDMettler-Toledo Intl Inc
$147K
BBYBest Buy Co
$147K
STXSeagate Technology
$146K
DLTRDollar Tree Stores Inc
$142K
GAPGap Stores
$140K
GISGeneral Mills Inc
$140K
TTCToro Company
$140K
SPGSimon Property Group Inc
$139K
HSYHershey Foods Corp
$139K
CTSHCognizant Tech Solutions
$137K
ARMKAramark
$136K
ZTSZoetis Inc
$134K
GRA1EURGrace (W R) & Co
$132K
JKHYHenry (Jack) & Associates
$132K
AZOAutozone Inc
$130K
SIRIEURSirius XM Holdings Inc
$129K
WRKUSDWestrock Co
$128K
DCIDonaldson Co Inc
$128K
PCARPaccar Inc
$126K
FNFFidelity Natl Finl Fnf Group
$124K
OMCOmnicom Group
$124K
MORNMorningstar Inc
$124K
ELSEquity Lifestyle Properties
$123K
AFGAmerican Financial Grp
$123K
UEOWestlake Chemical Corp
$122K
ROLRollins Inc
$121K
MASMasco Corp
$121K
THGHanover Insurance Group Inc
$118K
LDOSLeidos Holdings Inc
$118K
HFCUSDHollyFrontier Corp
$117K
ETRAE Trade Financial Corp
$116K
UGIUGI Corp
$116K
MRSHMarsh & McLennan Cos
$116K
SEICSei Investments Co
$116K
RHIRobert Half Int'l Inc
$115K
SIGISelective Insurance Group
$115K
BERYEURBerry Global Group Inc
$115K
GWWGrainger Inc
$113K
FICOFair Issac & Co
$113K
BLKBBlackbaud Inc
$112K
SAICScience Applications Int'l Corp
$112K
YUMYum! Brands Inc
$111K
AIZAssurant Inc
$110K
AZPNUSDAspen Technology Inc
$110K
HRLHormel Foods Corp
$110K
FHIFederated Investors Inc-CL B
$109K
HIHillenbrand Inc
$109K
CDNSCadence Design Systems
$109K
NSCNorfolk Southern Corp
$109K
HOUSRealogy Holdings Corp
$109K
BRCBrady Corp
$108K
RGAReinsurance Group Amer Inc
$108K
BAHBooz Allen Hamilton Hldg Cp
$108K
EXPDExpeditors Intl
$108K
HUMHumana Inc
$108K
NLYEURAnnaly Capital Management Inc
$107K
SFBSServisFirst Bancshares Inc
$106K
APCAnadarko Petroleum Corp
$106K
CA8ACACI International Inc
$106K
BOHBank of Hawaii Corp
$106K
JBHTHunt (JB) Transp Svcs
$105K
IFFInt'l Flavors & Fragrances
$105K
NOCNorthrop Grumman Corp
$105K
JLLJones Lang LaSalle Inc
$105K
CHHChoice Hotels Intl Inc
$104K
FASTFastenal Co
$104K
HRBH&R Block
$104K
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