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
NMRKNewmark Group Inc Cl A
$14.0M
DYDycom Industries Inc
$13.0M
CWKCushman Wakefield Plc
$13.0M
CNXCConcentrix Corp
$13.0M
SPXCSPXTechnologies Inc
$13.0M
PGNYProgyny Inc
$13.0M
GPNGlobal Payments Inc
$13.0M
LZLegalzoom Com Inc Com
$13.0M
JACKJack In The Box Inc
$13.0M
DBRGDigitalbridge Group Inc Cl A New
$13.0M
PRIPrimerica Inc
$12.0M
AAONAaon Inc
$12.0M
PCORProcore Technologies Inc
$12.0M
HALOHalozyme Therapeutics Inc
$12.0M
URBNUrban Outfitters Inc
$12.0M
EBAEbay Inc
$12.0M
PHParker-Hannifin Corp
$12.0M
DGDollar General Corp
$12.0M
BRBRBellring Brands Inc Common Stock
$12.0M
SIXEURSix Flags Entertainment Corp
$12.0M
G2CEveri Holdings Inc
$12.0M
CITCintas Corp
$12.0M
TRUTransunion
$12.0M
HYHyster Yale Materials Handling Inc
$12.0M
SMTCSemtech Corp
$12.0M
SHLSShoals Technologies Group Inc Cl A
$12.0M
WWDWoodward Inc
$12.0M
ARMKAramark
$12.0M
HQYHealthequity Inc
$11.0M
PARRPar Pac Holdings Inc New
$11.0M
JPXAerovironment Inc
$11.0M
BYDBoyd Gaming Corp
$11.0M
ALKSAlkermes Plc
$11.0M
FOURShift4 Pmts Inc Cl A
$11.0M
SAMBoston Beer Inc Cl A
$11.0M
ROSTRoss Stores Inc
$10.0M
FSPFranklin Str Properties Corp
$10.0M
YEXTYext Inc
$10.0M
UHAL/BU Haul Holding Company Com Ser N
$10.0M
XRAYDentsply Sirona Inc
$10.0M
ZBRAZebra Technologies Corporation Cl A
$10.0M
NEWREURNew Relic Inc
$10.0M
PRIMPrimoris Services Corp
$10.0M
KMXCarmax Inc
$10.0M
Laboratory Corp America Holdings
$9.0M
ZETAZeta Global Holdings Corp Cl A
$9.0M
STNGScorpio Tankers Inc
$9.0M
TTECTtec Holdings Inc
$9.0M
AMKRAmkor Technology Inc
$9.0M
FTNTFortinet Inc
$9.0M
JEFJefferies Financial Group Inc
$8.0M
PQ3Provident Financial Services Inc
$8.0M
LNGCheniere Energy Inc New
$8.0M
SBUXStarbucks Corp
$8.0M
AMTAmerican Tower Corp
$8.0M
GNTXGentex Corp
$8.0M
COFCapital One Financial Corp
$8.0M
ECLEcolab Inc
$8.0M
MTBM & T Bank Corp
$8.0M
ITGRInteger Holdings Corp
$7.0M
WATWaters Corp
$7.0M
CRAICra Intl Inc
$7.0M
BRXBrixmor Property Group Inc
$7.0M
PRDOPerdoceo Ed Corp
$7.0M
GNRCGenerac Holdings Inc
$7.0M
ATOAtmos Energy Corp
$7.0M
ALSNAllison Transmission Holdings Inc
$7.0M
CIOCity Office Reit Inc
$7.0M
CNPCenterpoint Energy Inc
$7.0M
INGRIngredion Inc
$6.0M
XPOFXponential Fitness Inc Cl A
$6.0M
AWNAdvance Auto Parts Inc
$6.0M
WRKUSDWestrock Co
$6.0M
REEverest Reinsurance Group Ltd
$5.0M
GMEDGlobus Med Inc Cl A
$5.0M
OSG1EUROverseas Shipholding Group Inc Cl A
$5.0M
APLDApplied Digital Corp Com New
$5.0M
DLTRDollar Tree Inc
$5.0M
IWNIShares Russell 2000 Value ETF
$5.0M
MTDRMatador Resources Co
$5.0M
TERTeradyne Inc
$5.0M
LSXMKUSDLiberty Media Corp C Siriusxm
$5.0M
RSGRepublic Services Inc
$5.0M
SHWSherwin Williams Co
$4.0M
AMEAmetek Inc
$4.0M
DOXAmdocs Ltd
$4.0M
RILYB. Riley Financial Inc
$4.0M
PSAPublic Storage
$4.0M
JCIJohnson Controls Intl Plc
$4.0M
VRSKVerisk Analytics Inc
$4.0M
PXDEURPioneer Natural Resources Co
$4.0M
MHKMohawk Industries Inc
$4.0M
TOWNTownebank Portsmouth Va
$4.0M
PNWPinnacle West Cap Corp
$3.0M
LYVLive Nation Entertainment Inc
$3.0M
UNPUnion Pacific Corp
$3.0M
GIIIG Iii Apparel Group Ltd
$3.0M
CTLPCantaloupe Inc
$3.0M
CTVHelix Energy Solutions Group Inc
$3.0M
AAPLApple Inc
$3.0M
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