FULLER & THALER ASSET MANAGEMENT, INC. Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$15.5B

Holdings

519

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (519 positions)

StockValue
SDGRSchrodinger Inc
$13.1M
NWENorthwestern Corp New
$13.0M
NMRKNewmark Group Inc Cl A
$12.9M
PBFPbf Energy Inc Cl A
$12.9M
EXPIExp World Holdings Inc
$12.9M
HYHyster Yale Materials Handling Inc
$12.8M
ANFAbercrombie & Fitch Co Cl A
$12.7M
WENWendys Co
$12.1M
KLICKulicke & Soffa Industries Inc
$12.1M
MXLMaxlinear Inc
$12.1M
Tristate Capital Holdings Inc
$12.0M
OPITQOffice Properties Income Trust
$11.8M
OGSOne Gas Inc
$11.7M
FTNTFortinet Inc
$11.7M
ORLYOreilly Automotive Inc
$11.7M
HALOHalozyme Therapeutics Inc
$11.5M
RVLVRevolve Group Inc Cl A
$11.4M
KTOSKratos Defense & Sec Solutions
$11.3M
EBAEbay Inc
$10.9M
LKFNLakeland Financial Corp
$10.9M
PSTGPure Storage Inc Cl A
$10.7M
BRBR1GBPBellring Brands Inc Cl A
$10.5M
AAPLApple Inc
$10.4M
CCSCentury Communities Inc
$10.4M
KTBKontoor Brands Inc
$10.2M
ILPTIndustrial Logistics Properties Tr
$10.1M
MSFTMicrosoft Corp
$9.9M
PLCEChildrens Place Inc
$9.8M
DGDollar General Corp
$9.3M
MTDRMatador Resources Co
$9.2M
JOUTJohnson Outdoors Inc Cl A
$9.1M
WATWaters Corp
$9.0M
SCLStepan Co
$9.0M
LRCXEURLam Research Corp
$8.8M
CITCintas Corp
$8.5M
CMRECostamare Inc
$8.5M
ZBRAZebra Technologies Corporation Cl A
$8.5M
HB6Hibbett Inc
$8.4M
LBAIUSDLakeland Bancorp Inc
$8.3M
PENGSmart Global Holdings Inc
$8.2M
CRAICra Intl Inc
$7.9M
AMPHAmphastar Pharmaceuticals Inc
$7.6M
COFCapital One Financial Corp
$7.6M
DLXDeluxe Corp
$7.1M
PHParker-Hannifin Corp
$7.0M
GOOGAlphabet Inc Cap Stock Cl C
$6.9M
YUMCYum China Holdings Inc
$6.9M
ALSNAllison Transmission Holdings Inc
$6.9M
AMZNAmazon.Com Inc
$6.8M
RILYB. Riley Financial Inc
$6.4M
ECLEcolab Inc
$6.3M
VRTVEURVeritiv Corp
$6.2M
TERTeradyne Inc
$6.0M
LSXMKUSDLiberty Media Corp C Siriusxm
$5.8M
AMGNAmgen Inc
$5.8M
UNPUnion Pacific Corp
$5.8M
TOWNTownebank Portsmouth Va
$5.8M
ROSTRoss Stores Inc
$5.7M
RHPRyman Hospitality Properties Inc
$5.6M
FISIFinancial Instns Inc
$5.6M
VRSUSDVerso Corp Cl A
$5.5M
HOVHovnanian Enterprises Inc Cl A New
$5.2M
METAFacebook Inc Cl A
$4.8M
WRKUSDWestrock Co
$4.8M
DNBDun & Bradstreet Corp New
$4.4M
BNEDBarnes & Noble Ed Inc
$4.4M
ARMKAramark
$4.4M
WFCWells Fargo Co
$4.4M
DLTRDollar Tree Inc
$4.3M
MGNIMagnite Inc
$4.1M
TAUSDTravelcenters Of America Inc New
$4.0M
HWMHowmet Aerospace Inc
$4.0M
CNPCenterpoint Energy Inc
$3.9M
MR4Meridian Bioscience Inc
$3.8M
CUTREURCutera Inc
$3.7M
UHALAmerco
$3.7M
VRSNVerisign Inc
$3.7M
SHYFShyft Group Inc
$3.7M
CNTCentury Casinos Inc
$3.6M
RMRegional Mgmt Corp
$3.6M
MKLMarkel Corp
$3.6M
EWBCEast West Bancorp Inc
$3.5M
RYIRyerson Holding Corp
$3.5M
BOOTBoot Barn Holdings Inc
$3.5M
ATENA10 Networks Inc
$3.5M
ATOAtmos Energy Corp
$3.4M
LLYLilly Eli & Co
$3.3M
ENZBEnzo Biochem Inc
$3.3M
GCOGenesco Inc
$3.3M
BG3Big 5 Sporting Goods Corp
$3.3M
AMTAmerican Tower Corp
$3.3M
CUROEURCuro Group Holdings Corp
$3.3M
ACHOwens & Minor Inc
$3.3M
ELVTUSDElevate Credit Inc
$3.3M
DFINDonnelley Financial Solutions Inc
$3.3M
BRK/BBerkshire Hathaway Inc Cl B New
$3.2M
G3VGreen Plains Inc
$3.2M
TSQTownsquare Media Inc Cl A
$3.1M
KMXCarmax Inc
$3.1M
HCHCEURInnovate Corp
$3.1M
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