FULLER & THALER ASSET MANAGEMENT, INC. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$27.4B

Holdings

611

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (611 positions)

StockValue
INTAIntapp Inc
$53K
GTLBGitlab Inc Class A
$51K
CWHCamping World Holdings Inc Cl A
$51K
CWANClearwater Analytics Holdings Inc
$51K
UAAUnder Armour Inc Cl A
$51K
HQYHealthequity Inc
$50K
CWKCushman Wakefield Plc
$50K
BMRNBiomarin Pharmaceutical Inc
$49K
BB3Brookline Bancorp Inc
$49K
LWLamb Weston Holdings Inc
$49K
TNKTeekay Tankers Ltd Cl A
$49K
IARTIntegra Lifesciences Holdings Corp
$48K
QDELQuidelortho Corp
$48K
ELFE.L.F Beauty Inc
$47K
FIVNFive9 Inc
$46K
SKYWSkywest Inc
$46K
CVBFCvb Financial Corp
$46K
NDAQNasdaq Inc
$46K
UNFUnifirst Corp Ma
$46K
TXNMTXNM Energy Inc Com
$46K
EPCEdgewell Pers Care Co
$45K
HWKNHawkins Inc
$45K
FFBCFirst Financial Bancorp Oh
$44K
AAONAaon Inc
$44K
CHRDChord Energy Corp Com New
$44K
ESEEsco Technologies Inc
$43K
COLLCollegium Pharmaceutical Inc
$42K
SYFSynchrony Financial
$42K
EVTCEvertec Inc
$42K
BLDTopbuild Corp
$41K
ESGREnstar Group Ltd
$41K
PRGSProgress Software Corp
$41K
SPXCSPX Technologies Inc
$40K
CRKComstock Resources Inc
$40K
HUBGHub Group Inc Cl A
$40K
FRPTFreshpet Inc
$39K
MLIMueller Industries Inc
$39K
LZBLa-Z-Boy Inc
$39K
CRCrane Company Common Stock
$38K
QA4AGentherm Inc
$38K
FCFFirst Commonwealth Financial Corp
$38K
DAYDayforce Inc
$37K
BNLBroadstone Net Lease Inc
$37K
ANAutonation Inc
$37K
IJTIShares Small Cap 600 G ETF
$37K
JBSSSanfilippo John B & Son Inc
$37K
DGDollar General Corp
$36K
NOMDNomad Hldgs Ltd
$36K
FFINFirst Financial Bankshares Inc
$36K
FCNFTI Consulting Inc
$36K
KOPKoppers Holdings Inc
$36K
VBVanguard Small Cap ETF
$36K
EATBrinker Intl Inc
$34K
BANFBancfirst Corp
$34K
TN1Tennant Co
$33K
FCNCAFirst Citizens Bancshares Inc Nc Cl
$33K
KMTKennametal Inc
$32K
BRBRBellring Brands Inc
$32K
BLKBBlackbaud Inc
$31K
OLLIOllies Bargain Outlet Hldg Inc
$31K
ITGRInteger Holdings Corp
$30K
MCRIMonarch Casino & Resort Inc
$30K
TTCToro Co
$29K
AMPHAmphastar Pharmaceuticals Inc
$29K
CLHClean Harbors Inc
$29K
SFNCSimmons 1St Natl Corp Cl A $1 Par
$29K
TPHTri Pointe Homes Inc
$29K
ZETAZeta Global Holdings Corp Cl A
$29K
NWENorthwestern Corp New
$28K
PRDOPerdoceo Ed Corp
$28K
BLDRBuilders Firstsource Inc
$28K
IPInternational Paper Co
$27K
TERTeradyne Inc
$27K
FISFidelity Natl Information Services
$26K
ZBRAZebra Technologies Corporation Cl A
$26K
EBAEbay Inc
$26K
MASMasco Corp
$25K
GPNGlobal Payments Inc
$25K
WATWaters Corp
$24K
TTITetra Technologies Inc
$24K
DFINDonnelley Financial Solutions Inc
$24K
COLMColumbia Sportswear Co
$24K
POOLPool Corp
$24K
ASOAcademy Sports & Outdoors Inc Com
$23K
RYNRayonier Inc
$23K
PEGAPegasystems Inc
$23K
APPApplovin Corp Cl A
$23K
OZKBank Ozk
$23K
UPBDUpbound Group Inc
$23K
MEDPMedpace Holdings Inc
$23K
LRCXLam Research Corp New
$23K
DLTRDollar Tree Inc
$22K
AMATApplied Materials Inc
$22K
ALEXAlexander & Baldwin Inc
$22K
EXPDExpeditors Intl Wash Inc
$21K
LPXLouisiana Pacific Corp
$21K
COKECoca-Cola Cons Inc
$21K
CITCintas Corp
$21K
LKFNLakeland Financial Corp
$21K
ROSTRoss Stores Inc
$21K
PreviousPage 4 of 7Next