FULLER & THALER ASSET MANAGEMENT, INC. Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$14.5B

Holdings

490

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (490 positions)

StockValue
CMCCommercial Metals Co
$51.1B
PRGSProgress Software Corp
$50.2B
BB3Brookline Bancorp Inc
$49.9B
EXPEagle Materials Inc
$49.2B
FIXComfort Systems Usa Inc
$49.0B
CADECadence Bank
$48.1B
KOPKoppers Holdings Inc
$46.1B
HUNHuntsman Corp
$46.1B
MTZMastec Inc
$45.4B
SFStifel Financial Corp
$44.2B
DOOREURMasonite Intl Corp
$43.3B
IARTIntegra Lifesciences Holdings Corp
$43.2B
CXTCrane Holdings Co
$42.2B
MDRXAllscripts Healthcare Solutions
$42.1B
RLRalph Lauren Corp Cl A
$41.2B
TCBITexas Cap Bancshares Inc
$41.2B
SLGNSilgan Holdings Inc
$41.2B
VISNCommscope Holding Co Inc
$41.1B
TSETrinseo Sa
$41.0B
SIGSignet Jewelers Limited
$40.5B
TNETTrinet Group Inc
$40.3B
PRIPrimerica Inc
$40.0B
FHIFederated Hermes Inc Cl B
$39.8B
MMSIMerit Med Systems Inc
$39.7B
FULTFulton Financial Corp Pa
$39.6B
JHGJanus Henderson Group Plc
$39.6B
37MMRC Global Inc
$38.9B
KMTKennametal Inc
$38.5B
SMTCSemtech Corp
$38.4B
CHEChemed Corp
$37.7B
LRNStride Inc
$37.0B
DCIDonaldson Inc
$35.5B
ADTNEURAdtran Inc
$35.2B
EVREvercore Inc Class A
$34.6B
SFNCSimmons 1St Natl Corp Cl A $1 Par
$34.2B
MXLMaxlinear Inc
$33.5B
Mantech International Corp Cl A
$33.2B
8INSyneos Health Inc Cl A
$33.0B
JRVRJames Riv Group Ltd
$32.6B
CLDTChatham Lodging Tr
$32.6B
SMPLSimply Good Foods Co
$32.5B
NMRKNewmark Group Inc Cl A
$31.7B
FTDRFrontdoor Inc
$31.4B
TBBKBancorp Inc
$31.4B
VVVValvoline Inc
$30.5B
HELEHelen Of Troy Ltd
$30.1B
MLIMueller Industries Inc
$29.3B
VTYVerint Systems Inc
$29.1B
TTITetra Technologies Inc
$28.8B
STCStewart Information Services Corp
$28.7B
GMEDGlobus Med Inc Cl A
$28.5B
FSPFranklin Str Properties Corp
$28.1B
KBHKb Home
$27.1B
AVNTAvient Corporation
$27.0B
TTECTtec Holdings Inc
$27.0B
SEMSelect Med Holdings Corp
$26.8B
KTBKontoor Brands Inc
$25.4B
AMPHAmphastar Pharmaceuticals Inc
$25.3B
LITELumentum Holdings Inc
$24.8B
CIOCity Office Reit Inc
$24.2B
PDMPiedmont Office Realty Trust Inc Cl
$24.0B
DCHAmerican Axle & Manufacturing
$23.7B
DFINDonnelley Financial Solutions Inc
$23.5B
OTTROtter Tail Corp
$23.2B
EVTCEvertec Inc
$22.5B
LNTHLantheus Holdings Inc
$22.1B
DINOHf Sinclair Corporation
$21.7B
ALEXAlexander & Baldwin Inc
$21.6B
Digitalbridge Group Inc Cl A
$20.9B
MANManpowergroup Inc Wi
$20.8B
HTHHilltop Holdings Inc
$20.4B
CLHClean Harbors Inc
$18.9B
FCFFirst Commonwealth Financial Corp
$18.4B
LHCGUSDLhc Group Inc
$17.2B
MR4Meridian Bioscience Inc
$16.5B
DGDollar General Corp
$16.3B
ROFKforce Inc
$16.1B
EVHEvolent Health Inc Cl A
$16.0B
ATGEAdtalem Global Ed Inc
$15.8B
IEIInsight Enterprises Inc
$15.7B
THFFFirst Financial Corp Ind
$14.9B
ORLYOreilly Automotive Inc
$14.9B
SCLStepan Co
$13.9B
NVSTEnvista Holdings Corporation
$13.6B
EPACEnerpac Tool Group Corp Cl A
$13.4B
SWAVUSDShockwave Med Inc
$13.0B
PLABPhotronics Inc
$12.9B
LKFNLakeland Financial Corp
$12.8B
YUMCYum China Holdings Inc
$12.5B
GLT1EURGlatfelter Corporation
$12.5B
SYFSynchrony Financial
$12.4B
WSCWillscot Mobile Mini Holdings Corp
$12.3B
GFFGriffon Corp
$12.2B
OMCLOmnicell
$12.0B
HMNHorace Mann Educators Corp
$12.0B
DARDarling Ingredients Inc
$11.7B
GTNGray Television Inc
$11.5B
PSTGPure Storage Inc Cl A
$11.4B
GOGrocery Outlet Holding Corp
$11.3B
G2CEveri Holdings Inc
$11.3B
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