FULLER & THALER ASSET MANAGEMENT, INC. Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$10.8B

Holdings

524

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (524 positions)

StockValue
RHRH
$10.1M
FOXFFox Factory Holding Cp
$9.9M
MXLMaxlinear Inc
$9.8M
JACKJack In The Box Inc
$9.8M
AMZNAmazon Com Inc
$9.7M
CHGGChegg Inc
$9.5M
IEIInSight Enterprises
$9.4M
URBNUrban Outfitters Inc
$9.4M
8INSyneos Health Inc
$9.3M
BIGGQBig Lots Inc
$9.2M
Blucora Inc
$9.2M
Stamps.com
$9.0M
SCLStepan Co
$8.9M
BANDBandwidth Inc
$8.9M
PRGProg Holdings Inc
$8.7M
UCTTUltra Clean Holdings Inc
$8.4M
MGNIMagnite Inc
$8.2M
TNDMTandem Diabetes Care Inc
$8.2M
GOGrocery Outlet Hldng Corp
$7.7M
SYFSynchrony Financial
$7.6M
JRVRJames River Group Hldgs Ltd
$7.6M
CMRECostamare Inc
$7.0M
LRCXEURLam Research Corp
$6.9M
GOOGAlphabet Inc - Class C
$6.8M
CITCintas Corp
$6.6M
PBFPBF Energy Inc
$6.5M
MMIMarcus & Millichap Inc
$6.0M
AMGNAmgen Inc
$6.0M
TTITetra Technologies Inc
$6.0M
ZBRAZebra Technologies Corp
$5.9M
ROFKforce.com Inc
$5.9M
XECEURCimarex Energy Co
$5.8M
METAFacebook Inc
$5.7M
RILYB. Riley FBR Inc
$5.6M
EBAEbay Inc
$5.6M
UNPUnion Pacific Corp
$5.6M
ROSTRoss Stores Inc
$5.5M
YUMCYum China Hldng Inc
$5.4M
ORLYO'Reilly Automotive
$5.2M
VPGVishay Precision Group
$5.1M
ECLEcolab Inc
$5.1M
FTNTFortinet Inc
$5.1M
PHParker-Hannifin Corp
$5.0M
LSXMKUSDLiberty Media Siriusxm Group
$5.0M
TERTeradyne Inc
$4.9M
WATWaters Corp
$4.9M
ACHOwens & Minor Inc
$4.8M
THFFFirst Financial Corp/in
$4.7M
CCMPCMC Materials Inc
$4.4M
TOWNTownebank
$4.3M
GRWGGrowGeneration Corp
$4.3M
IWNIShares Russell 2000 Value ETF
$4.2M
Raven Industries Inc
$4.2M
MTDRMatador Resources Co
$4.2M
BRK/BBerkshire Hathaway Inc Cl B
$4.0M
ALSNAllison Transmission Hldgs
$4.0M
FCFFirst Commonwlth Finl Cp/pa
$4.0M
EX9Exelixis Inc
$3.9M
LQDTLiquidity Services Inc
$3.9M
FISIFinancial Institutions Inc
$3.9M
OUTOutfront Media Inc
$3.7M
UNHUnitedHealth Group Inc
$3.7M
LLYLilly (Eli) & Co
$3.6M
VRSNVerisign Inc
$3.6M
VRSUSDVerso Corp
$3.6M
ARLOArlo Technologies Inc
$3.6M
JPMJP Morgan Chase & Co
$3.5M
MNRUSDMonmouth Re Investment Cp
$3.5M
SPUSDSP Plus Corp
$3.4M
WMTWalmart Inc
$3.3M
CLHClean Harbors Inc
$3.2M
JOUTJohnson Outdoors Inc -CL A
$3.2M
CRAICRA International Inc
$3.1M
DFINDonnelley Finl Soltns -spn
$3.1M
BACBank Of America Corp
$3.1M
HZNPHorizon Therapeutics Plc
$3.1M
SHYFThe Shyft Group Inc
$3.1M
CUROEURCuro Group Hldgs Corp
$3.1M
WTWisdomtree Investments Inc
$3.0M
AGMFederal Agric MTG Corp-CL C
$2.9M
AVID Techology
$2.9M
ATENA10 Networks Inc
$2.9M
BOOTBoot Barn Holdings Inc
$2.8M
COHUCohu Incorporated
$2.8M
ATECAlphatec Holdings Inc
$2.8M
FRPTFreshpet Inc
$2.8M
Hc2 Holdings Inc
$2.8M
Cornerstone Building Brands Inc
$2.7M
QVCAUSDQurate REtail Group Inc QVC Grp
$2.7M
ORCLOracle Systems
$2.7M
PRTY1EURParty City Holdco Inc
$2.6M
ANDEAndersons Inc
$2.6M
RMRRmr Group Inc
$2.6M
GRPNGroupon Inc
$2.6M
LBAIUSDLakeland Bancorp Inc
$2.5M
NGVCNatural Grocers Vitamin CTGE
$2.5M
MCRIMonarch Casino & Resort Inc
$2.5M
CSTECaesarstone Ltd
$2.5M
ELVAnthem Inc
$2.4M
BG3Big 5 Sporting Goods Corp
$2.4M
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