FULLER & THALER ASSET MANAGEMENT, INC. Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$17.6B

Holdings

506

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (506 positions)

StockValue
FNBFnb Corp
$337.3M
ON1Old Natl Bancorp Ind
$305.9M
BERYEURBerry Global Group Inc
$290.0M
KEYKeycorp
$289.7M
CFGCitizens Financial Group Inc
$286.2M
JBLJabil Inc
$273.6M
GPKGraphic Packaging Holding Co
$266.0M
ENSGEnsign Group Inc
$249.8M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$249.0M
OZKBank Ozk
$230.2M
MEDPMedpace Holdings Inc
$226.5M
DVNDevon Energy Corp
$225.2M
BCOBrinks Co
$224.8M
SAICScience Applications Intl Corp
$201.7M
WTMWhite Mountains Ins Group Ltd
$194.8M
HCQAmn Healthcare Services Inc
$190.4M
DECKDeckers Outdoor Corp
$189.9M
ATKRAtkore Inc
$174.5M
AITApplied Industrial Technologies Inc
$174.1M
OLNOlin Corp Par $1
$167.8M
BRKRBruker Corp
$165.8M
UI2Kemper Corp
$165.7M
COSCno Financial Group Inc
$164.9M
JELDJeld-Wen Holding Inc
$163.0M
CHRDChord Energy Corp Com New
$160.9M
MUSAMurphy Usa Inc
$146.2M
CBTCabot Corp
$140.8M
EMEEmcor Group Inc
$140.0M
HUNHuntsman Corp
$137.0M
VLYValley National Bancorp
$134.5M
LSTRLandstar Systems Inc
$133.2M
REZIResideo Technologies Inc
$132.6M
SWXSouthwest Gas Holdings Inc
$132.4M
SANMSanmina Corporation
$130.8M
ESGREnstar Group Limited
$128.4M
TPHTri Pointe Homes Inc
$128.3M
DOCUSDPhysicians Realty Trust
$127.8M
KRGKite Realty Group Tr
$127.6M
VYXNcr Corp
$127.5M
ASOAcademy Sports & Outdoors Inc Com
$127.3M
BECNUSDBeacon Roofing Supply Inc
$125.9M
PEBPebblebrook Hotel Tr
$124.7M
HWCHancock Whitney Corporation
$122.4M
FHBFirst Hawaiian Inc
$122.4M
CRICarters Inc
$118.7M
GVAGranite Construction Inc
$116.1M
MMSIMerit Med Systems Inc
$114.8M
EXLSExlservice Holdings Inc
$113.8M
ICUIIcu Medical Inc
$113.6M
HBANHuntington Bancshares Inc
$113.2M
APLEApple Hospitality Reit Inc New
$110.1M
MMSMaximus Inc
$108.6M
DNBDun & Bradstreet Corp New
$106.6M
MATXMatson Inc
$106.3M
FIXComfort Systems Usa Inc
$106.1M
EWBCEast West Bancorp Inc
$104.9M
CMCCommercial Metals Co
$104.2M
MLIMueller Industries Inc
$101.8M
COLMColumbia Sportswear Co
$100.1M
BCBEURPrimo Water Corporation
$99.4M
SFStifel Financial Corp
$99.2M
SRSpire Inc
$98.3M
NXSTNexstar Media Group Inc Cl A
$98.2M
AYIAcuity Brands Inc
$97.4M
UTHUnited Therapeutics Corp
$95.5M
TEXTerex Corp
$94.3M
BDCBelden Inc
$93.9M
NOMDNomad Foods Ltd Usd Ord
$92.6M
RRCRange Resources Corp
$90.8M
ENREnergizer Holdings Inc
$90.7M
EVREvercore Inc Class A
$89.6M
MTHMeritage Homes Corp
$89.3M
GEFGreif Inc Cl A
$86.3M
HMNHorace Mann Educators Corp
$84.3M
TDCTeradata Corp
$82.8M
THGHanover Insurance Group Inc
$81.2M
PORPortland Gen Elec Co New
$80.7M
TNETTrinet Group Inc
$80.5M
CECelanese Corp
$78.4M
CADECadence Bank
$76.1M
RDNRadian Group Inc
$75.3M
KOPKoppers Holdings Inc
$75.1M
HOPEHope Bancorp Inc
$74.9M
AWIArmstrong World Industries Inc
$74.0M
AVTAvnet Inc
$73.8M
SMPLSimply Good Foods Co
$73.7M
AMPHAmphastar Pharmaceuticals Inc
$73.5M
SONSonoco Prods Co
$72.8M
TMHCTaylor Morrison Home Corp
$71.5M
WF2Wintrust Financial Corp
$70.1M
AXSAxis Cap Holdings Ltd
$69.7M
BKHBlack Hills Corp
$69.7M
MLKNMillerknoll Inc
$69.5M
PRGSProgress Software Corp
$69.1M
DIODDiodes Inc
$68.4M
CCKCrown Holdings Inc
$68.3M
PTENPatterson-Uti Energy Inc
$67.0M
IBPInstalled Building Prods Inc
$66.7M
CRUSCirrus Logic Inc
$63.8M
AGOAssured Guaranty Ltd
$62.5M
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