FULLER & THALER ASSET MANAGEMENT, INC. Q3 2019 Filing

Filed November 13, 2019

Portfolio Value

$8.4B

Holdings

473

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (473 positions)

StockValue
FLEXFlextronics Intl Ltd
$27.6M
CBPXEURContinental Building Prods
$26.3M
2362120DSinclair Broadcast Gp
$26.0M
PBFPBF Energy Inc
$25.9M
CHEChemed Corp
$25.6M
XHRXenia Hotels & Resorts Inc
$25.5M
OUTOutfront Media Inc
$25.1M
TUPTupperware Brands
$24.9M
Ag Mortgage Investment Trust
$24.2M
SLCAUS Silica Holdings Inc
$23.7M
ADTNEURAdtran Inc
$23.5M
SUPNSupernus Pharmaceuticals Inc
$22.9M
BLDRBuilders Firstsource
$22.5M
TBBKThe Bancorp Inc
$21.9M
Bancorpsouth Inc
$21.8M
DCHAmerican Axle & MFG Holdings
$21.8M
PRGSProgress Software Corp
$20.5M
SANMSanmina Corp
$20.2M
UPBDRent-A-Center Inc
$20.2M
RUTHUSDRuths Hospitality Group Inc
$19.7M
PEBPebblebrook Hotel Trust
$19.5M
LKFNLakeland Financial Corp
$18.9M
SFMSprouts Farmers Market
$18.7M
TSAACI Worldwide Inc
$18.5M
RRCRange Resources Corp
$18.4M
CORECore Mark Holding Co Inc
$17.3M
IEIInSight Enterprises
$16.3M
KLX Energy Services Hldng
$16.3M
TREXTrex Co Inc
$15.9M
DLXDeluxe Corporation
$15.3M
TTITetra Technologies Inc
$14.8M
WAFDWashington Federal Inc
$14.0M
NVRIHarsco Corporation
$13.8M
Tech Data Corp
$13.5M
WTIW&T Offshore
$13.5M
CLHClean Harbors Inc
$13.5M
JRVRJames River Group Hldgs Ltd
$12.9M
LNTHLantheus Holdings Inc
$12.8M
Bmc Stock Holdings Inc
$12.8M
BOHBank of Hawaii Corp
$12.6M
WMSAdvanced Drainage Systems
$12.6M
WWEUSDWorld Wrestling Entmt Inc
$12.4M
Tristate Capital Hldgs Inc
$12.3M
CORREURCorenergy Infrastructure TR
$12.2M
PRSPPerspecta Inc
$12.0M
SKYSkyline Champion Corp
$11.8M
DOOREURMasonite International Corp
$11.4M
Cardtronics Plc
$11.3M
AWIArmstrong World Industries
$11.1M
CROXCrocs Inc
$11.1M
CLGXCorelogic Inc
$10.8M
LPXLouisiana-Pacific Corp
$10.6M
MTSIM/acom Technology Solutions
$10.6M
SEMSelect Medical Holdings Corp
$10.4M
Cornerstone Building Brands Inc
$10.2M
APLEApple Hospitality Reit Inc
$10.2M
MTORMeritor Inc
$10.2M
ROKURoku Inc
$10.1M
WW6WW International Inc
$10.1M
CHRChurchill Downs Inc
$10.0M
DRQEURDril-Quip Inc
$9.5M
EMEEmcor Group Inc
$9.2M
AGMFederal Agric MTG Corp-CL C
$9.2M
SMPLSimply Good Foods Company
$9.0M
MTHMeritage Homes Corp
$8.9M
SPUSDSP Plus Corp
$8.9M
IARTIntegra Lifesciences Hldgs
$8.6M
HLNEHamilton Lane Inc
$8.6M
AMBAAmbarella Inc
$8.5M
SRPTSarepta Therapeutics Inc
$8.4M
TWNKEURHostess Brands Inc
$8.4M
SPWRQSunPower Corp
$8.2M
SKYWSkywest Inc
$8.1M
ITGRInteger Holdings Corp
$8.0M
LSCCLattice Semiconductor Corp
$7.9M
ILPTIndstrl Lgst Prpt Trst
$7.7M
TNDMTandem Diabetes Care Inc
$7.7M
TTDTrade Desk Inc
$7.6M
PRKSSeaworld Entertainment Inc
$7.6M
SUXSynnex Corp
$7.6M
HQYHealthEquity Inc
$7.5M
CRUSCirrus Logic Inc
$7.5M
BOXBox Inc
$7.5M
ZNGAEURZynga Inc
$7.4M
FIVNFive9 Inc
$7.4M
ROFKforce.com Inc
$7.3M
OMFOnemain Holdings Inc
$7.1M
AHHArmada Hoffler Properties
$7.0M
ATSG*Air Transport Services Group
$6.9M
Vonage Holdings Corp
$6.8M
RUSHARush Enterprises Inc
$6.8M
Raven Industries Inc
$6.7M
ENPHEnphase Energy Inc
$6.6M
GOGrocery Outlet Hldng Corp
$6.4M
GKDGrand Canyon Education Inc
$6.3M
GHGuardant Health Inc
$6.3M
IVREURInvesco Mortgage Capital Inc
$6.3M
MMIMarcus & Millichap Inc
$5.6M
GTLSChart Industries Inc
$5.6M
Mimecast Ltd
$5.6M
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