FULLER & THALER ASSET MANAGEMENT, INC. Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$15.4B

Holdings

536

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (536 positions)

StockValue
GPKGraphic Packaging Holding Co
$375.0M
FNBFNB Corp
$356.2M
FT2First Horizon Corp
$329.8M
DVNDevon Energy Corp
$307.2M
UI2Kemper Corp
$285.5M
HBANHuntington Bancshares
$269.7M
KEYKeycorp
$255.7M
ISBCUSDInvestors Bancorp Inc
$232.4M
BERYEURBerry Global Group Inc
$231.3M
JBLJabil Inc
$212.5M
PORPortland General Electric
$208.8M
FMBIUSDFirst Midwest Bancorp Inc
$200.6M
OLNOlin Corp
$194.3M
BCOBrink's Co
$193.6M
JXC1J2 Global Communications
$186.8M
BRXBrixmor Property Group Inc
$183.3M
JELDJeld-wen Holding Inc
$174.0M
CBTCabot Corp
$173.2M
EMEEmcor Group Inc
$171.7M
CITUSDCIT Group Inc
$169.7M
CCKCrown Cork & Seal Co
$168.9M
SWXSouthwest Gas Holdings Inc
$161.2M
COSCNO Financial Group Inc
$161.1M
TEXTerex Corp
$145.3M
REZIResideo Technologies
$142.9M
BRKRBruker Biosciences Corp
$141.7M
MATXMatson Inc
$141.4M
AITApplied Industrial Tech Inc
$141.4M
FHBFirst Hawaiian Inc
$137.6M
VYXNCR Corporation
$128.0M
BLDRBuilders Firstsource
$127.3M
ENREnergizer Holdings Inc
$127.0M
CVA1EURCovanta Holding Corp
$124.5M
GVAGranite Construction Co
$124.1M
HOPEHope Bancorp Inc
$122.8M
AMKRAmkor Technology Inc
$118.6M
TPHTri Pointe Homes Inc
$116.2M
CMCCommercial Metals
$113.6M
FCNCAFirst Citizens Bancsh -CL A
$112.7M
UTHUnited Therapeutics Corp
$112.0M
WTMWhite Mtns Ins Group Ltd
$110.9M
KRGKite Realty Group Trust
$110.9M
MTZMastec Inc
$110.5M
BECNUSDBeacon Roofing Supply Inc
$107.5M
UPBDRent-A-Center Inc
$103.6M
MLKNMiller Herman
$100.0M
DECKDeckers Outdoor
$98.7M
TCBITexas Capital BancShares Inc
$98.5M
RYNRayonier Inc
$97.2M
CNXCConcentrix Corp
$95.8M
BKHBlack Hills Corp
$94.2M
QA4AGentherm Inc
$94.2M
MDRXAllscripts Healthcare Soltns
$92.9M
SEMSelect Medical Holdings Corp
$90.7M
BCBEURPrimo Water Corp
$89.7M
PTENPatterson - UTI Energy
$86.9M
HRBH&R Block
$86.3M
ENSGEnsign Group Inc
$85.6M
THGHanover Insurance Group Inc
$85.1M
GEFGreif Inc -Cl A
$84.1M
MDUMDU Resources Group
$84.0M
LSTRLandstar Systems Inc
$83.6M
SAICScience Applications Int'l Corp
$81.6M
VISNCommscope Holding Co Inc
$81.1M
SANMSanmina Corp
$79.2M
FCNFTI Consulting Inc
$78.1M
JEFJefferies Financial Grp Inc
$76.7M
PRAHPRA Health Sciences Inc
$75.7M
LPXLouisiana-Pacific Corp
$74.8M
EXPEagle Materials Inc
$73.8M
MEDPMedpace Holdings Inc
$73.3M
NXSTNexstar Media Group
$71.8M
PRIPrimerica Inc
$70.4M
UBSIUnited Bankshares Inc/wv
$70.1M
SL2Sleep Number Corp
$69.7M
AVTAvnet Inc
$69.1M
RRCRange Resources Corp
$68.2M
Trinseo SA
$67.7M
DOOREURMasonite International Corp
$66.3M
BOHBank of Hawaii Corp
$65.9M
ITGRInteger Holdings Corp
$65.0M
MTHMeritage Homes Corp
$64.5M
GTNGray Television Inc
$64.3M
KOPKoppers Holdings Inc
$64.0M
JHGJanus Henderson Group plc
$63.0M
AGOAssured Guaranty Ltd
$61.8M
BB3Brookline Bancorp Inc
$61.7M
KMTKennametal Inc
$58.3M
RRXRegal-beloit Corp
$57.0M
MUSAMurphy USA Inc
$56.8M
SRSpire Inc
$56.4M
CSGSCSG Systems Int'l Inc
$55.4M
TEN1Tenneco Inc
$55.1M
REYNReynolds Consumer Products
$54.8M
Bancorpsouth Inc
$54.6M
AMEDAmedisys Inc
$54.4M
WAFDWashington Federal Inc
$53.5M
HTHHilltop Holdings Inc
$53.2M
Mantech Intl Corp
$53.0M
SUXSynnex Corp
$52.7M
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