FULLER & THALER ASSET MANAGEMENT, INC. Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$23.4B

Holdings

564

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (564 positions)

StockValue
PWIPower Integrations Inc
$33.0M
POSTPost Holdings Inc
$33.0M
MRCYMercury Systems Inc
$33.0M
KTOSKratos Defense & Sec Solutions
$32.0M
IEIInsight Enterprises Inc
$32.0M
BNLBroadstone Net Lease Inc
$32.0M
ATDAllegheny Technologies Inc
$31.0M
FCFFirst Commonwealth Financial Corp
$30.0M
SYFSynchrony Financial
$30.0M
LYFTLyft Inc Cl A
$29.0M
CVBFCvb Financial Corp
$29.0M
ASOAcademy Sports & Outdoors Inc Com
$29.0M
NXTNextracker Inc Class A
$29.0M
FTDRFrontdoor Inc
$29.0M
RYNRayonier Inc
$29.0M
TENBTenable Holdings Inc
$28.0M
VTYVerint Systems Inc
$28.0M
DUOLDuolingo Inc Cl A
$28.0M
VSCOVictorias Secret And Co Common
$28.0M
CWKCushman Wakefield Plc
$27.0M
LIVNLivanova Plc
$27.0M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$27.0M
HUBGHub Group Inc Cl A
$27.0M
CLDTChatham Lodging Tr
$27.0M
FT2First Horizon Corporation
$26.0M
ACMRACM Research Inc Cl A
$26.0M
RAMPLiveramp Holdings Inc
$26.0M
FISFidelity Natl Information Services
$26.0M
ATKRAtkore Inc
$26.0M
RVLVRevolve Group Inc Cl A
$25.0M
AZTAAzenta Inc
$25.0M
STCStewart Information Services Corp
$25.0M
TTITetra Technologies Inc
$25.0M
EVHEvolent Health Inc Cl A
$24.0M
BRKRBruker Corp
$24.0M
BANFBancfirst Corp
$24.0M
DCHAmerican Axle & Manufacturing
$23.0M
JBLJabil Inc
$23.0M
MODVQModivcare Inc
$23.0M
MDRXVeradigm Inc
$23.0M
GPNGlobal Payments Inc
$23.0M
JRVRJames Riv Group Ltd
$22.0M
UPBDUpbound Group Inc
$21.0M
ALEXAlexander & Baldwin Inc
$21.0M
HELEHelen Of Troy Ltd
$21.0M
DFINDonnelley Financial Solutions Inc
$21.0M
JHGJanus Henderson Group Plc
$20.0M
PDMPiedmont Office Realty Trust Inc Cl
$20.0M
DGDollar General Corp
$20.0M
PRDOPerdoceo Ed Corp
$19.0M
AVTAvnet Inc
$19.0M
AVNTAvient Corporation
$19.0M
HUNHuntsman Corp
$18.0M
ROFKforce Inc
$17.0M
LKFNLakeland Financial Corp
$17.0M
EBAEbay Inc
$16.0M
CFRCullen Frost Bankers Inc
$16.0M
HYHyster-Yale Inc
$15.0M
BBTBerkshire Hills Bancorp Inc
$15.0M
OTTROtter Tail Corp
$15.0M
NBTBNbt Bancorp Inc
$15.0M
ZBRAZebra Technologies Corporation Cl A
$14.0M
ARMKAramark
$14.0M
REEverest Reinsurance Group Ltd
$14.0M
UHAL/BU Haul Holding Company Com Ser N
$14.0M
BYDBoyd Gaming Corp
$14.0M
HWKNHawkins Inc
$13.0M
TERTeradyne Inc
$13.0M
TRUTransunion
$13.0M
PHParker-Hannifin Corp
$13.0M
GNTXGentex Corp
$12.0M
NVDANvidia Corporation
$12.0M
ECLEcolab Inc
$12.0M
ROSTRoss Stores Inc
$11.0M
CNXCConcentrix Corp
$11.0M
AXTAAxalta Coating Systems Ltd
$10.0M
WATWaters Corp
$10.0M
LNGCheniere Energy Inc New
$10.0M
REYNReynolds Consumer Prods Inc
$10.0M
WRKUSDWestrock Co
$9.0M
JCIJohnson Controls Intl Plc
$9.0M
KMXCarmax Inc
$9.0M
GLGlobe Life Inc
$9.0M
DIODDiodes Inc
$9.0M
MTBM & T Bank Corp
$8.0M
LHLabcorp Holdings Inc
$8.0M
AMTAmerican Tower Corp
$8.0M
CECelanese Corp
$8.0M
INGRIngredion Inc
$7.0M
DLTRDollar Tree Inc
$7.0M
COFCapital One Financial Corp
$7.0M
CNPCenterpoint Energy Inc
$7.0M
IWOIShares Russell 2000 Grwth ETF
$7.0M
BRXBrixmor Property Group Inc
$7.0M
ATOAtmos Energy Corp
$6.0M
FTNTFortinet Inc
$6.0M
WFCWells Fargo Co
$6.0M
LM0CLiberty Media Corp Lbty Srm Sc
$5.0M
MSFTMicrosoft Corp
$5.0M
SHWSherwin Williams Co
$5.0M
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