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
SAMBoston Beer Inc Cl A
$15.0M
PRDOPerdoceo Ed Corp
$14.0M
SMTCSemtech Corp
$14.0M
UHAL/BU Haul Holding Company Com Ser N
$14.0M
HALOHalozyme Therapeutics Inc
$14.0M
INFA1EURInformatica Inc Cl A
$14.0M
YETIYeti Holdings Inc
$14.0M
PCORProcore Technologies Inc
$14.0M
ALRMAlarm Holdings Inc
$14.0M
NARIUSDInari Med Inc
$14.0M
ROFKforce Inc
$14.0M
WFCWells Fargo Co
$14.0M
HQYHealthequity Inc
$14.0M
RPDRapid7 Inc
$13.0M
FRSHFreshworks Inc Class A
$13.0M
GU9Guess Inc
$13.0M
YELPYelp Inc Cl A
$13.0M
URBNUrban Outfitters Inc
$13.0M
APPFAppfolio Inc Cl A
$13.0M
EBAEbay Inc
$13.0M
WWDWoodward Inc
$13.0M
AVNTAvient Corporation
$13.0M
Rover Group Inc Cl A
$13.0M
VISNCommscope Holding Co Inc
$13.0M
FSPFranklin Str Properties Corp
$13.0M
NXTNextracker Inc Class A
$13.0M
SPXCSPXTechnologies Inc
$13.0M
SPBSpectrum Brands Holdings Inc
$13.0M
RAMPLiveramp Holdings Inc
$12.0M
FIVNFive9 Inc
$12.0M
AAONAaon Inc
$12.0M
CWKCushman Wakefield Plc
$12.0M
AZTAAzenta Inc
$12.0M
PGNYProgyny Inc
$12.0M
TSETrinseo Sa
$12.0M
UPWKUpwork Inc
$11.0M
CITCintas Corp
$11.0M
TRUTransunion
$11.0M
ALKSAlkermes Plc
$11.0M
PHParker-Hannifin Corp
$11.0M
DYDycom Industries Inc
$11.0M
PRIMPrimoris Services Corp
$10.0M
XRAYDentsply Sirona Inc
$10.0M
ROSTRoss Stores Inc
$10.0M
FOURShift4 Pmts Inc Cl A
$10.0M
HYHyster Yale Materials Handling Inc
$10.0M
ARMKAramark
$10.0M
ZBRAZebra Technologies Corporation Cl A
$10.0M
LNGCheniere Energy Inc New
$9.0M
MTBM & T Bank Corp
$9.0M
GNTXGentex Corp
$9.0M
KMXCarmax Inc
$9.0M
BROSDutch Brothers Inc Cl A
$9.0M
NVDANvidia Corporation
$9.0M
ZETAZeta Global Holdings Corp Cl A
$9.0M
LHLaboratory Corp America Holdings
$8.0M
TERTeradyne Inc
$8.0M
WRKUSDWestrock Co
$8.0M
COFCapital One Financial Corp
$8.0M
GDRXGoodrx Holdings Inc Cl A
$8.0M
ECLEcolab Inc
$8.0M
ALSNAllison Transmission Holdings Inc
$8.0M
BRXBrixmor Property Group Inc
$7.0M
CRAICra Intl Inc
$7.0M
AMTAmerican Tower Corp
$7.0M
WATWaters Corp
$7.0M
ATOAtmos Energy Corp
$6.0M
TTECTtec Holdings Inc
$6.0M
FTNTFortinet Inc
$6.0M
REEverest Reinsurance Group Ltd
$6.0M
OXMOxford Industries Inc
$6.0M
INGRIngredion Inc
$6.0M
SBUXStarbucks Corp
$6.0M
PQ3Provident Financial Services Inc
$6.0M
CNPCenterpoint Energy Inc
$6.0M
MTDRMatador Resources Co
$5.0M
AMKRAmkor Technology Inc
$5.0M
PXDEURPioneer Natural Resources Co
$5.0M
VRSKVerisk Analytics Inc
$5.0M
OSG1EUROverseas Shipholding Group Inc Cl A
$5.0M
LM0CLiberty Media Corp Lbty Srm Sc
$5.0M
SHWSherwin Williams Co
$4.0M
NPKINewpark Resources Inc Par $.01New
$4.0M
RSGRepublic Services Inc
$4.0M
AMEAmetek Inc
$4.0M
GMEDGlobus Med Inc Cl A
$4.0M
THFFFirst Financial Corp Ind
$4.0M
DLTRDollar Tree Inc
$4.0M
QTRXQuanterix Corp
$4.0M
AMGNAmgen Inc
$3.0M
GLGlobe Life Inc
$3.0M
RILYB. Riley Financial Inc
$3.0M
ACMRACM Research Inc Cl A
$3.0M
VRAVera Bradley Inc
$3.0M
APLDApplied Digital Corp Com New
$3.0M
MHKMohawk Industries Inc
$3.0M
ROPRoper Technologies Inc
$3.0M
MSFTMicrosoft Corp
$3.0M
UNPUnion Pacific Corp
$3.0M
ICPTUSDIntercept Pharmaceuticals Inc
$3.0M
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