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
IARTIntegra Lifesciences Holdings Corp
$86.3M
JBTJBT Marel Corporation Com
$85.9M
RDNRadian Group Inc
$84.8M
SFMSprouts Farmers Mkt Inc
$84.3M
GHGuardant Health Inc
$83.7M
DINOHf Sinclair Corporation
$83.6M
NOMDNomad Foods Ltd Usd Ord
$83.3M
CSGSCsg Systems Intl Inc
$82.1M
BROSDutch Brothers Inc Cl A
$81.8M
CVLTCommvault Systems Inc
$81.7M
SIRISiriusxm Holdings Inc Common Stock
$80.6M
GNTXGentex Corp
$80.3M
BKHBlack Hills Corp
$80.2M
CHEChemed Corp
$80.0M
WFRDWeatherford Intl Plc
$78.9M
FULTFulton Financial Corp Pa
$78.1M
FHIFederated Hermes Inc Cl B
$77.7M
KTOSKratos Defense & Sec Solutions
$77.5M
MATXMatson Inc
$77.4M
VLYValley National Bancorp
$76.3M
PRIPrimerica Inc
$75.1M
VCTRVictory Cap Holdings Inc Cl A
$74.1M
WAYWaystar Holding Corp
$73.8M
NVSTEnvista Holdings Corporation
$73.5M
CA8ACaci International Inc Cl A
$73.5M
URBNUrban Outfitters Inc
$73.2M
LTHLife Time Group Holdings Inc Common
$72.2M
HALOHalozyme Therapeutics Inc
$72.1M
HN9Hanesbrands Inc
$71.8M
VYXNcr Voyix Corporation Com
$71.5M
DNBDun & Bradstreet Corp New
$71.1M
BEBloom Energy Corp Cl A
$71.0M
CNMDConmed Corp
$70.9M
LSTRLandstar Systems Inc
$70.5M
KMXCarmax Inc
$70.4M
HOPEHope Bancorp Inc
$70.0M
KTBKontoor Brands Inc
$70.0M
CHRDChord Energy Corp Com New
$69.7M
GEFGreif Inc Cl A
$68.8M
GFFGriffon Corp
$68.0M
GMEDGlobus Med Inc Cl A
$67.3M
CCKCrown Holdings Inc
$67.0M
DUOLDuolingo Inc Cl A
$66.6M
DOCNDigitalocean Holdings Inc
$66.4M
LITELumentum Holdings Inc
$66.3M
PEBPebblebrook Hotel Tr
$65.6M
BRBRBellring Brands Inc Common Stock
$64.9M
MODModine Manufacturing Co
$64.7M
PSNParsons Corp
$63.2M
EPCEdgewell Pers Care Co
$63.1M
NATLNcr Atleos Corporation
$62.9M
AZEKAzek Co Inc Cl A
$62.9M
ENREnergizer Holdings Inc
$62.7M
SLGNSilgan Holdings Inc
$62.5M
BECNUSDBeacon Roofing Supply Inc
$62.3M
POSTPost Holdings Inc
$59.5M
BMRNBiomarin Pharmaceutical Inc
$59.1M
VTYVerint Systems Inc
$59.0M
AIZAssurant Inc
$58.6M
ABMAbm Industries Inc
$57.3M
OVVOvintiv Inc
$56.9M
CWANClearwater Analytics Holdings Inc
$56.6M
INTAIntapp Inc
$56.6M
DAYDayforce Inc
$56.0M
FRSHFreshworks Inc Class A
$55.8M
MOSMosaic Co
$55.0M
ESTCElastic Nv Ord
$54.9M
OSKOshkosh Corp
$54.9M
IRTCIrhythm Technologies Inc
$54.2M
CFLTConfluent Inc Class A
$52.9M
GAPGap Inc
$52.3M
RLRalph Lauren Corp Cl A
$52.1M
UBSIUnited Bankshares Inc West Va
$51.9M
GTMZoominfo Technologies Inc Common
$51.9M
MLIMueller Industries Inc
$51.8M
DORMDorman Prods Inc
$51.5M
BB3Brookline Bancorp Inc
$51.1M
BRZEBraze Inc Cl A
$51.0M
MRCYMercury Systems Inc
$50.9M
RVLVRevolve Group Inc Cl A
$50.8M
GTLBGitlab Inc Class A
$49.3M
BBTBerkshire Hills Bancorp Inc
$48.1M
MGMMgm Resorts International
$47.6M
TNKTeekay Tankers Ltd Cl A
$47.4M
HUBGHub Group Inc Cl A
$46.4M
AMBAAmbarella Inc
$45.8M
FFBCFirst Financial Bancorp Oh
$45.7M
37MMRC Global Inc
$45.6M
PLXSPlexus Corp
$44.7M
MLKNMillerknoll Inc
$44.6M
TGNATegna Inc
$44.5M
SMTCSemtech Corp
$44.0M
UUnity Software Inc
$43.3M
MSMMsc Industrial Direct Inc Cl A
$43.3M
CVBFCvb Financial Corp
$42.8M
NXTNextracker Inc Class A
$42.6M
FIVNFive9 Inc
$42.5M
EVTCEvertec Inc
$42.5M
UNFUnifirst Corp Ma
$42.1M
BWABorgwarner Inc
$42.1M
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