FULLER & THALER ASSET MANAGEMENT, INC. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$17.4B

Holdings

518

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (518 positions)

StockValue
NWENorthwestern Corp New
$59.6M
AMPHAmphastar Pharmaceuticals Inc
$58.6M
DCIDonaldson Inc
$58.6M
WAFDWafd Inc Com
$56.4M
EX9Exelixis Inc
$56.0M
ANAutonation Inc
$55.6M
IEIInsight Enterprises Inc
$55.0M
SLGNSilgan Holdings Inc
$54.7M
UBSIUnited Bankshares Inc West Va
$53.7M
JXC1Ziff Davis Inc
$53.2M
ATGEAdtalem Global Ed Inc
$52.0M
HN9Hanesbrands Inc
$51.8M
QA4AGentherm Inc
$51.4M
FT2First Horizon Corporation
$50.9M
ABMAbm Industries Inc
$50.5M
SMCIUSDSuper Micro Computer Inc
$49.0M
BLDRBuilders Firstsource Inc
$48.4M
TTITetra Technologies Inc
$48.0M
CSGSCsg Systems Intl Inc
$47.9M
BB3Brookline Bancorp Inc
$47.3M
EVTCEvertec Inc
$46.2M
SIGSignet Jewelers Limited
$45.5M
HUNHuntsman Corp
$45.5M
CRUSCirrus Logic Inc
$44.3M
FULTFulton Financial Corp Pa
$43.3M
WEAWestern Alliance Bancorp
$43.1M
37MMRC Global Inc
$42.6M
ITGRInteger Holdings Corp
$42.1M
ELFE L F Beauty Inc
$42.0M
FHIFederated Hermes Inc Cl B
$41.6M
KTBKontoor Brands Inc
$41.6M
OTTROtter Tail Corp
$41.4M
CHEChemed Corp
$41.4M
HUBGHub Group Inc Cl A
$40.4M
FCNFti Consulting Inc
$40.4M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$39.5M
KMTKennametal Inc
$38.4M
FFINFirst Financial Bankshares Inc
$38.1M
TGNATegna Inc
$37.3M
FTDRFrontdoor Inc
$36.6M
ACLSAxcelis Technologies Inc New
$36.5M
CXTCrane Nxt Co Com
$36.3M
AVTAvnet Inc
$35.8M
WFRDWeatherford Intl Plc
$35.0M
CROXCrocs Inc
$34.8M
LRNStride Inc
$34.7M
FFBCFirst Financial Bancorp Oh
$34.2M
CLHClean Harbors Inc
$34.0M
MDRXVeradigm Inc
$33.4M
DOOREURMasonite Intl Corp
$33.3M
CRCrane Company Common Stock
$32.0M
VRTVertiv Holdings Co Cl A
$31.9M
CLDTChatham Lodging Tr
$31.4M
HIHillenbrand Inc
$31.2M
FCFFirst Commonwealth Financial Corp
$30.8M
JRVRJames Riv Group Ltd
$30.7M
RYNRayonier Inc
$30.0M
MODVQModivcare Inc
$28.5M
DINOHf Sinclair Corporation
$28.4M
BLDTopbuild Corp
$28.2M
DIODDiodes Inc
$28.0M
SSBUSDSouth St Corp
$27.4M
TBBKBancorp Inc
$27.2M
TDCTeradata Corp
$26.8M
REYNReynolds Consumer Prods Inc
$26.5M
CFRCullen Frost Bankers Inc
$26.5M
RRyder Systems Inc
$25.2M
NTNXNutanix Inc Cl A
$25.1M
JHGJanus Henderson Group Plc
$25.0M
DCHAmerican Axle & Manufacturing
$24.4M
NBTBNbt Bancorp Inc
$23.9M
RELYRemitly Global Inc
$23.4M
SYFSynchrony Financial
$23.2M
IARTIntegra Lifesciences Holdings Corp
$23.1M
HELEHelen Of Troy Ltd
$23.1M
PRIPrimerica Inc
$23.0M
DFINDonnelley Financial Solutions Inc
$22.1M
BANFBancfirst Corp
$21.4M
ALEXAlexander & Baldwin Inc
$21.3M
FISFidelity Natl Information Services
$20.9M
FSLYFastly Inc Cl A
$20.9M
BBTBerkshire Hills Bancorp Inc
$20.8M
VTYVerint Systems Inc
$20.4M
RLRalph Lauren Corp Cl A
$19.9M
FRPTFreshpet Inc
$19.7M
EXTRExtreme Networks Inc
$19.6M
NEOGNeogen Corp
$19.4M
WINGWingstop Inc
$19.2M
DGDollar General Corp
$18.9M
EVHEvolent Health Inc Cl A
$18.4M
GFFGriffon Corp
$18.2M
AXONAxon Enterprise Inc
$18.1M
STCStewart Information Services Corp
$17.7M
ADTNAdtran Holdings Inc
$17.4M
VNTVontier Corp
$17.1M
PARRPar Pac Holdings Inc New
$17.0M
GPNGlobal Payments Inc
$16.7M
LKFNLakeland Financial Corp
$16.6M
PDMPiedmont Office Realty Trust Inc Cl
$15.9M
ANFAbercrombie & Fitch Co Cl A
$15.3M
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