FULLER & THALER ASSET MANAGEMENT, INC. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$17.3B

Holdings

512

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (512 positions)

StockValue
KTBKontoor Brands Inc
$64.0M
JXC1Ziff Davis Inc
$63.0M
SLGNSilgan Holdings Inc
$61.9M
FIXComfort Systems Usa Inc
$61.1M
QA4AGentherm Inc
$58.1M
WAFDWashington Federal Inc
$57.9M
AGOAssured Guaranty Ltd
$56.3M
CXTCrane Nxt Co Com
$54.8M
BB4Axos Financial Inc
$54.6M
CSGSCsg Systems Intl Inc
$54.2M
IBPInstalled Building Prods Inc
$54.2M
SMPLSimply Good Foods Co
$52.5M
IEIInsight Enterprises Inc
$52.1M
PTENPatterson-Uti Energy Inc
$51.1M
KMTKennametal Inc
$49.5M
BLDTopbuild Corp
$49.5M
FHIFederated Hermes Inc Cl B
$49.5M
SIGSignet Jewelers Limited
$49.4M
EX9Exelixis Inc
$48.9M
BB3Brookline Bancorp Inc
$47.8M
RYNRayonier Inc
$46.4M
TDCTeradata Corp
$46.3M
AWIArmstrong World Industries Inc
$45.7M
FCNFti Consulting Inc
$45.2M
EXPEagle Materials Inc
$44.3M
TGNATegna Inc
$43.9M
EVTCEvertec Inc
$43.6M
LPXLouisiana Pac Corp
$43.3M
ABMAbm Industries Inc
$42.3M
TBBKBancorp Inc
$41.2M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$41.1M
37MMRC Global Inc
$41.0M
CHEChemed Corp
$40.2M
REYNReynolds Consumer Prods Inc
$37.4M
AUBAtlantic Un Bankshares Corp
$37.2M
ATGEAdtalem Global Ed Inc
$36.8M
FULTFulton Financial Corp Pa
$36.3M
FFINFirst Financial Bankshares Inc
$36.3M
CLDTChatham Lodging Tr
$35.0M
BLDRBuilders Firstsource Inc
$34.6M
JRVRJames Riv Group Ltd
$34.2M
ADTNAdtran Holdings Inc
$34.1M
FTDRFrontdoor Inc
$33.9M
MDRXVeradigm Inc
$33.7M
VTYVerint Systems Inc
$33.5M
TSETrinseo Sa
$33.3M
ROFKforce Inc
$32.4M
OXMOxford Industries Inc
$32.4M
HIHillenbrand Inc
$31.9M
ELFE L F Beauty Inc
$31.7M
DOOREURMasonite Intl Corp
$31.3M
FFBCFirst Financial Bancorp Oh
$31.0M
AMPHAmphastar Pharmaceuticals Inc
$30.4M
LRNStride Inc
$30.4M
AMKRAmkor Technology Inc
$30.1M
OTTROtter Tail Corp
$30.0M
CFRCullen Frost Bankers Inc
$29.7M
CLHClean Harbors Inc
$29.0M
VISNCommscope Holding Co Inc
$27.7M
LKFNLakeland Financial Corp
$27.5M
DCHAmerican Axle & Manufacturing
$26.6M
PDMPiedmont Office Realty Trust Inc Cl
$26.5M
FT2First Horizon Corporation
$26.4M
JHGJanus Henderson Group Plc
$26.1M
CNXCConcentrix Corp
$25.0M
ACLSAxcelis Technologies Inc New
$24.6M
ALEXAlexander & Baldwin Inc
$24.5M
DINOHf Sinclair Corporation
$24.2M
VRTVEURVeritiv Corp
$22.7M
FCFFirst Commonwealth Financial Corp
$22.6M
MANManpowergroup Inc Wi
$22.5M
EWBCEast West Bancorp Inc
$21.9M
BBTBerkshire Hills Bancorp Inc
$21.1M
DCIDonaldson Inc
$20.8M
FRPTFreshpet Inc
$20.5M
LNTHLantheus Holdings Inc
$20.4M
TTITetra Technologies Inc
$20.2M
SMCIUSDSuper Micro Computer Inc
$20.2M
SYFSynchrony Financial
$19.2M
MXLMaxlinear Inc
$19.2M
WFRDWeatherford Intl Plc
$19.2M
FISFidelity Natl Information Services
$19.0M
EVHEvolent Health Inc Cl A
$18.2M
DFINDonnelley Financial Solutions Inc
$17.2M
CWKCushman Wakefield Plc
$17.0M
AXONAxon Enterprise Inc
$16.8M
NMRKNewmark Group Inc Cl A
$16.7M
AVNTAvient Corporation
$16.3M
WINGWingstop Inc
$16.2M
NEOGNeogen Corp
$16.1M
SKYSkyline Champion Corporation
$16.1M
FSLYFastly Inc Cl A
$16.0M
SWAVUSDShockwave Med Inc
$15.8M
NTNXNutanix Inc Cl A
$15.4M
GFFGriffon Corp
$14.8M
SSBUSDSouth St Corp
$14.2M
GPNGlobal Payments Inc
$14.0M
DGDollar General Corp
$13.6M
WSCWillscot Mobile Mini Holdings Corp
$13.4M
ORLYOreilly Automotive Inc
$13.2M
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