FULLER & THALER ASSET MANAGEMENT, INC. Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$8.6B

Holdings

463

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (463 positions)

StockValue
TUPTupperware Brands
$28.6M
TPHTri Pointe Group Inc
$28.5M
APAMArtisan Partners Asset Mgmt
$28.2M
CBPXEURContinental Building Prods
$26.8M
ESGREnstar Group Ltd
$26.6M
AWIArmstrong World Industries
$26.3M
WDRWaddell & Reed Financial
$25.9M
PCHPotlatchDeltic Corp
$25.3M
XHRXenia Hotels & Resorts Inc
$25.1M
Ag Mortgage Investment Trust
$24.5M
FLEXFlextronics Intl Ltd
$24.2M
Cardtronics Plc
$24.0M
DCHAmerican Axle & MFG Holdings
$23.3M
PRGSProgress Software Corp
$23.1M
CHEChemed Corp
$22.1M
RUTHUSDRuths Hospitality Group Inc
$22.0M
SANMSanmina Corp
$21.7M
LKFNLakeland Financial Corp
$20.6M
CPRTCopart Inc
$20.1M
TSAACI Worldwide Inc
$19.4M
Bancorpsouth Inc
$19.2M
NVRIHarsco Corporation
$19.1M
TBBKThe Bancorp Inc
$19.0M
PEBPebblebrook Hotel Trust
$19.0M
SFMSprouts Farmers Market
$17.5M
SRPTSarepta Therapeutics Inc
$17.1M
DOOREURMasonite International Corp
$17.0M
LNTHLantheus Holdings Inc
$16.9M
HZNPHorizon Therapeutics Plc
$16.5M
WMSAdvanced Drainage Systems
$16.3M
OUTOutfront Media Inc
$14.6M
CLGXCorelogic Inc
$13.8M
MFICApollo Investment Corp
$13.7M
IEIInSight Enterprises
$13.6M
MTORMeritor Inc
$13.3M
WAFDWashington Federal Inc
$13.2M
AMDAdv Micro Devices
$13.0M
PBFPBF Energy Inc
$12.9M
MSGNMsg Networks Inc
$12.8M
WWEUSDWorld Wrestling Entmt Inc
$12.6M
TREXTrex Co Inc
$12.6M
Tristate Capital Hldgs Inc
$12.5M
ROKURoku Inc
$12.5M
CORECore Mark Holding Co Inc
$11.8M
TTITetra Technologies Inc
$11.6M
BLMNBloomin' Brands Inc
$11.6M
ROFKforce.com Inc
$11.5M
JRVRJames River Group Hldgs Ltd
$10.8M
SKYSkyline Champion Corp
$10.7M
ETSYEtsy Inc
$10.5M
CORREURCorenergy Infrastructure TR
$10.2M
FIVNFive9 Inc
$10.1M
APLEApple Hospitality Reit Inc
$9.8M
WKWorkiva Inc
$9.6M
Raven Industries Inc
$9.4M
CHRChurchill Downs Inc
$9.3M
TTDTrade Desk Inc
$9.3M
DRQEURDril-Quip Inc
$9.1M
UPBDRent-A-Center Inc
$9.1M
PRKSSeaworld Entertainment Inc
$8.9M
ITGRInteger Holdings Corp
$8.9M
DLXDeluxe Corporation
$8.8M
TWNKEURHostess Brands Inc
$8.6M
GHGuardant Health Inc
$8.6M
HLNEHamilton Lane Inc
$8.5M
SKYWSkywest Inc
$8.5M
WTIW&T Offshore
$8.5M
TNDMTandem Diabetes Care Inc
$8.4M
SEMSelect Medical Holdings Corp
$8.2M
AGMFederal Agric MTG Corp-CL C
$8.2M
ATSG*Air Transport Services Group
$8.0M
IPHIInphi Corp
$8.0M
SPWRQSunPower Corp
$8.0M
CROXCrocs Inc
$7.9M
Eldorado Resorts Inc
$7.8M
Wright Medical Group
$7.8M
ZNGAEURZynga Inc
$7.7M
SPUSDSP Plus Corp
$7.6M
ILPTIndstrl Lgst Prpt Trst
$7.5M
GKDGrand Canyon Education Inc
$7.5M
SMPLSimply Good Foods Company
$7.4M
MTSIM/acom Technology Solutions
$7.4M
BOHBank of Hawaii Corp
$7.3M
Mimecast Ltd
$7.3M
Acacia Communications Inc
$7.3M
NSPInsperity Inc
$7.2M
EZPWEzCorp Inc
$7.1M
GTLSChart Industries Inc
$6.9M
GDOTGreen Dot Corp
$6.7M
IVREURInvesco Mortgage Capital Inc
$6.6M
AHHArmada Hoffler Properties
$6.4M
RUSHARush Enterprises Inc
$6.4M
IARTIntegra Lifesciences Hldgs
$6.2M
Genomic Health Inc
$6.1M
SAVESpirit Airlines Inc
$6.1M
BOOTBoot Barn Holdings Inc
$6.0M
ENVAEnova International Inc
$6.0M
PAHCPhibro Animal Health Corp-A
$5.9M
VRSUSDVerso Corp
$5.9M
Cabot Microelectronics Corp
$5.9M
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