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
NWENorthwestern Corp New
$61.4M
ANAutonation Inc
$60.7M
HN9Hanesbrands Inc
$60.3M
JXC1Ziff Davis Inc
$58.7M
UBSIUnited Bankshares Inc West Va
$58.7M
KTBKontoor Brands Inc
$55.8M
IEIInsight Enterprises Inc
$55.5M
QA4AGentherm Inc
$54.3M
SLGNSilgan Holdings Inc
$54.1M
ZIONZions Bancorporation Na
$53.5M
WAFDWashington Federal Inc
$53.3M
BLDRBuilders Firstsource Inc
$53.1M
SMCIUSDSuper Micro Computer Inc
$52.2M
KMTKennametal Inc
$50.9M
CSGSCsg Systems Intl Inc
$49.6M
EX9Exelixis Inc
$49.2M
RLRalph Lauren Corp Cl A
$48.8M
ELFE L F Beauty Inc
$48.5M
BB3Brookline Bancorp Inc
$46.1M
EVTCEvertec Inc
$45.9M
WEAWestern Alliance Bancorp
$45.5M
BB4Axos Financial Inc
$45.5M
DCIDonaldson Inc
$44.8M
ABMAbm Industries Inc
$44.6M
FHIFederated Hermes Inc Cl B
$44.2M
FT2First Horizon Corporation
$43.6M
FFINFirst Financial Bankshares Inc
$43.4M
CHEChemed Corp
$43.3M
FCNFti Consulting Inc
$43.2M
FULTFulton Financial Corp Pa
$43.2M
37MMRC Global Inc
$42.5M
TGNATegna Inc
$42.2M
HRBH&R Block Inc
$41.9M
MODVQModivcare Inc
$41.5M
HUBGHub Group Inc Cl A
$41.5M
SIGSignet Jewelers Limited
$41.5M
TBBKBancorp Inc
$41.4M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$40.8M
FTDRFrontdoor Inc
$38.8M
HIHillenbrand Inc
$38.4M
ACLSAxcelis Technologies Inc New
$37.8M
CXTCrane Nxt Co Com
$37.0M
DOOREURMasonite Intl Corp
$36.8M
FFBCFirst Financial Bancorp Oh
$35.8M
RYNRayonier Inc
$34.8M
CLHClean Harbors Inc
$33.5M
ATGEAdtalem Global Ed Inc
$32.8M
OTTROtter Tail Corp
$32.6M
MDRXVeradigm Inc
$32.6M
CRCrane Company Common Stock
$32.2M
ROFKforce Inc
$32.0M
REYNReynolds Consumer Prods Inc
$32.0M
FCFFirst Commonwealth Financial Corp
$32.0M
CFRCullen Frost Bankers Inc
$31.8M
VTYVerint Systems Inc
$31.6M
CLDTChatham Lodging Tr
$31.2M
LPXLouisiana Pac Corp
$30.7M
PDMPiedmont Office Realty Trust Inc Cl
$30.5M
JRVRJames Riv Group Ltd
$30.2M
BLDTopbuild Corp
$29.9M
LRNStride Inc
$28.8M
DCHAmerican Axle & Manufacturing
$28.2M
IARTIntegra Lifesciences Holdings Corp
$27.2M
SSBUSDSouth St Corp
$27.2M
JHGJanus Henderson Group Plc
$26.7M
TTITetra Technologies Inc
$25.9M
VISNCommscope Holding Co Inc
$24.4M
ALEXAlexander & Baldwin Inc
$24.0M
SYFSynchrony Financial
$23.7M
WFRDWeatherford Intl Plc
$23.7M
LNTHLantheus Holdings Inc
$22.9M
ADTNAdtran Holdings Inc
$22.7M
FRPTFreshpet Inc
$22.7M
SWAVUSDShockwave Med Inc
$22.6M
DINOHf Sinclair Corporation
$22.4M
MANManpowergroup Inc Wi
$21.7M
BBTBerkshire Hills Bancorp Inc
$21.6M
OXMOxford Industries Inc
$21.3M
NEOGNeogen Corp
$21.0M
GFFGriffon Corp
$20.9M
VRTVEURVeritiv Corp
$20.4M
BANFBancfirst Corp
$20.4M
TSETrinseo Sa
$20.2M
WINGWingstop Inc
$19.8M
VRTVertiv Holdings Co Cl A
$19.6M
EXTRExtreme Networks Inc
$19.5M
FISFidelity Natl Information Services
$19.2M
EVHEvolent Health Inc Cl A
$19.0M
NTNXNutanix Inc Cl A
$18.6M
NBTBNbt Bancorp Inc
$18.5M
HELEHelen Of Troy Ltd
$18.4M
DFINDonnelley Financial Solutions Inc
$18.0M
AUBAtlantic Un Bankshares Corp
$17.4M
LKFNLakeland Financial Corp
$17.0M
STCStewart Information Services Corp
$16.7M
AXONAxon Enterprise Inc
$16.3M
AVNTAvient Corporation
$16.2M
RELYRemitly Global Inc
$16.1M
UPBDUpbound Group Inc
$16.1M
FSLYFastly Inc Cl A
$15.8M
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