FULLER & THALER ASSET MANAGEMENT, INC. Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$14.2B

Holdings

537

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (537 positions)

StockValue
FNBFNB Corp
$352.5M
GPKGraphic Packaging Holding Co
$324.6M
FT2First Horizon Corp
$322.9M
ISBCUSDInvestors Bancorp Inc
$259.3M
TCFTCF Financial Corp
$239.1M
BERYEURBerry Global Group Inc
$218.3M
PORPortland General Electric
$217.9M
KEYKeycorp
$214.7M
DVNDevon Energy Corp
$203.7M
FMBIUSDFirst Midwest Bancorp Inc
$202.0M
JBLJabil Inc
$190.4M
BCOBrink's Co
$182.4M
UI2Kemper Corp
$179.7M
JELDJeld-wen Holding Inc
$166.8M
COSCNO Financial Group Inc
$163.7M
BRXBrixmor Property Group Inc
$163.6M
JXC1J2 Global Communications
$163.1M
CBTCabot Corp
$161.8M
CITUSDCIT Group Inc
$160.1M
EMEEmcor Group Inc
$155.9M
SWXSouthwest Gas Holdings Inc
$150.0M
AITApplied Industrial Tech Inc
$147.4M
OLNOlin Corp
$145.4M
CCKCrown Cork & Seal Co
$141.0M
TEXTerex Corp
$140.0M
REZIResideo Technologies
$137.2M
MATXMatson Inc
$133.2M
HOPEHope Bancorp Inc
$132.1M
FHBFirst Hawaiian Inc
$130.8M
BLDRBuilders Firstsource
$129.9M
GVAGranite Construction Co
$122.5M
AMKRAmkor Technology Inc
$119.0M
CMCCommercial Metals
$118.9M
BRKRBruker Biosciences Corp
$116.5M
ENREnergizer Holdings Inc
$115.4M
MDUMDU Resources Group
$114.5M
MTZMastec Inc
$113.7M
UPBDRent-A-Center Inc
$112.3M
TPHTri Pointe Homes Inc
$111.7M
BECNUSDBeacon Roofing Supply Inc
$107.2M
VYXNCR Corporation
$107.1M
AVTAvnet Inc
$105.7M
UTHUnited Therapeutics Corp
$101.5M
QA4AGentherm Inc
$100.0M
KRGKite Realty Group Trust
$98.8M
CVA1EURCovanta Holding Corp
$98.5M
BKHBlack Hills Corp
$96.8M
ENSGEnsign Group Inc
$93.9M
BCBEURPrimo Water Corp
$90.3M
RYNRayonier Inc
$88.8M
MLKNMiller Herman
$88.3M
CNXCConcentrix Corp
$88.0M
SANMSanmina Corp
$84.0M
HRBH&R Block
$82.7M
Sykes Enterprises Inc
$82.2M
LSTRLandstar Systems Inc
$78.4M
MDRXAllscripts Healthcare Soltns
$77.2M
UBSIUnited Bankshares Inc/wv
$75.1M
THGHanover Insurance Group Inc
$74.1M
SL2Sleep Number Corp
$73.6M
SEMSelect Medical Holdings Corp
$72.2M
EXPEagle Materials Inc
$70.9M
GEFGreif Inc -Cl A
$70.2M
BOHBank of Hawaii Corp
$70.0M
KOPKoppers Holdings Inc
$69.5M
PRAHPRA Health Sciences Inc
$69.1M
FHIFederated Hermes Inc
$68.0M
Trinseo SA
$68.0M
FCNFTI Consulting Inc
$67.9M
PRIPrimerica Inc
$67.8M
SUXSynnex Corp
$67.5M
MEDPMedpace Holdings Inc
$66.3M
KMTKennametal Inc
$65.8M
Mantech Intl Corp
$64.2M
LPXLouisiana-Pacific Corp
$63.8M
PTENPatterson - UTI Energy
$63.2M
MTHMeritage Homes Corp
$63.0M
ITGRInteger Holdings Corp
$62.8M
BB3Brookline Bancorp Inc
$62.7M
TCBITexas Capital BancShares Inc
$61.3M
VISNCommscope Holding Co Inc
$58.7M
SRSpire Inc
$58.4M
JEFJefferies Financial Grp Inc
$57.7M
DOOREURMasonite International Corp
$56.0M
AGOAssured Guaranty Ltd
$55.8M
PRIMPrimoris Services Corp
$55.5M
MUSAMurphy USA Inc
$54.7M
RRXRegal-beloit Corp
$54.6M
CSGSCSG Systems Int'l Inc
$52.8M
SFNCSimmons First Natl CP -CL A
$52.8M
COLMColumbia Sportswear Co
$52.4M
JHGJanus Henderson Group plc
$51.2M
Bancorpsouth Inc
$51.2M
KBHKB Home
$50.7M
CPSCooper-standard Holdings Inc
$48.9M
HELEHelen of Troy Ltd
$48.6M
NXSTNexstar Media Group
$47.9M
PRGSProgress Software Corp
$47.7M
EBSEmergent Biosolutions Inc.
$46.8M
CORECore Mark Holding Co Inc
$46.3M
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