FULLER & THALER ASSET MANAGEMENT, INC. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$25.7B

Holdings

596

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (596 positions)

StockValue
KEYKeycorp
$487.9M
CFGCitizens Financial Group Inc
$425.3M
ON1Old Natl Bancorp Ind
$380.2M
GPKGraphic Packaging Holding Co
$379.4M
DOCHealthpeak Properties Inc
$372.0M
BERYEURBerry Global Group Inc
$337.1M
FNBFnb Corp
$326.8M
AYIAcuity Inc Com
$300.2M
EX9Exelixis Inc
$287.8M
DVNDevon Energy Corp
$284.3M
SAICScience Applications Intl Corp
$280.7M
HRBH&R Block Inc
$254.0M
AGCOAgco Corp
$253.8M
ALSNAllison Transmission Holdings Inc
$251.6M
AXTAAxalta Coating Systems Ltd
$240.5M
AWIArmstrong World Industries Inc
$239.0M
UI2Kemper Corp
$237.4M
UGIUgi Corp
$225.1M
EMEEmcor Group Inc
$222.8M
PORPortland Gen Elec Co New
$217.0M
WTMWhite Mountains Ins Group Ltd
$212.0M
FIXComfort Systems Usa Inc
$208.0M
MUSAMurphy Usa Inc
$207.7M
LKQ1Lkq Corp
$199.6M
SRSpire Inc
$192.3M
ICUIIcu Medical Inc
$192.1M
CMCCommercial Metals Co
$191.5M
MMSIMerit Med Systems Inc
$186.8M
XRAYDentsply Sirona Inc
$180.4M
CECelanese Corp
$179.6M
COSCno Financial Group Inc
$177.1M
MTCHMatch Group Inc
$173.9M
AXSAxis Cap Holdings Ltd
$173.1M
EXPEagle Materials Inc
$173.0M
ENSGEnsign Group Inc
$172.8M
STRLSterling Contruction Inc
$169.7M
JAZZJazz Pharmaceuticals Plc Usd
$165.2M
TXNMTXNM Energy Inc Com
$164.5M
GVAGranite Construction Inc
$164.1M
FLOFlowers Foods Inc
$159.5M
CRUSCirrus Logic Inc
$158.5M
THGHanover Insurance Group Inc
$157.9M
EHCEncompass Health Corp
$156.1M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$155.7M
OLNOlin Corp Par $1
$154.8M
BCOBrinks Co
$153.9M
UTHUnited Therapeutics Corp
$151.4M
OPCHOption Care Health Inc New
$146.9M
TMHCTaylor Morrison Home Corp
$145.8M
LRNStride Inc
$145.3M
REZIResideo Technologies Inc
$145.1M
CROXCrocs Inc
$144.7M
NXSTNexstar Media Group Inc Cl A
$144.1M
AWNAdvance Auto Parts Inc
$139.3M
PTENPatterson-Uti Energy Inc
$139.0M
JT5Mueller Water Products Inc Ser A
$137.3M
EVREvercore Inc Class A
$136.9M
AITApplied Industrial Technologies Inc
$136.1M
CNXCConcentrix Corp
$136.0M
STSensata Technologies Holding Plc
$133.0M
KRGKite Realty Group Tr
$130.6M
MATMattel Inc
$129.2M
FHBFirst Hawaiian Inc
$129.2M
RRCRange Resources Corp
$127.4M
AXONAxon Enterprise Inc
$124.3M
SFStifel Financial Corp
$122.9M
MMSMaximus Inc
$117.9M
VACMarriott Vacations Worldwide C
$117.1M
BBWIBath & Body Works Inc
$111.6M
VNTVontier Corporation Com
$111.4M
CADECadence Bank
$109.9M
IBPInstalled Building Prods Inc
$109.6M
HWCHancock Whitney Corporation
$109.6M
EXLSExlservice Holdings Inc
$109.3M
SONSonoco Prods Co
$109.1M
DCIDonaldson Inc
$107.2M
ZIONZions Bancorporation Na
$106.4M
FTDRFrontdoor Inc
$105.8M
WAFDWafd Inc Com
$105.0M
PRIMPrimoris Services Corp
$102.4M
RRyder Systems Inc
$102.2M
DOCSDoximity Inc Cl A
$100.4M
SMPLSimply Good Foods Co
$100.0M
IDIInterdigital Inc
$99.9M
HIHillenbrand Inc
$99.4M
TKRTimken Co
$99.1M
CBTCabot Corp
$99.0M
BDCBelden Inc
$99.0M
HMNHorace Mann Educators Corp
$96.1M
WF2Wintrust Financial Corp
$95.0M
ITGRInteger Holdings Corp
$93.7M
AMGAffiliated Managers Group Inc
$93.3M
AGOAssured Guaranty Ltd
$92.8M
GGenpact Limited
$92.7M
SWXSouthwest Gas Holdings Inc
$92.6M
APLEApple Hospitality Reit Inc New
$91.2M
CRSCarpenter Technology Corp
$91.2M
EATBrinker Intl Inc
$89.4M
TEXTerex Corp
$88.4M
VRTVertiv Holdings Co Cl A
$88.3M
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