FULLER & THALER ASSET MANAGEMENT, INC. Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$15.8M

Holdings

510

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
SLGNSilgan Holdings Inc
$55.0M
CMCCommercial Metals Co
$55.0M
TGNATegna Inc
$55.0M
HMNHorace Mann Educators Corp
$55.0M
DCIDonaldson Inc
$54.0M
MLIMueller Industries Inc
$53.0M
VLYValley National Bancorp
$53.0M
CECelanese Corp
$52.0M
MTHMeritage Homes Corp
$51.0M
ANAutonation Inc
$51.0M
CWKCushman Wakefield Plc
$49.0M
FIXComfort Systems Usa Inc
$48.0M
SMPLSimply Good Foods Co
$48.0M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$48.0M
CXTCrane Holdings Co
$48.0M
37MMRC Global Inc
$48.0M
MDRXVeradigm Inc
$46.0M
FHIFederated Hermes Inc Cl B
$44.0M
KMTKennametal Inc
$43.0M
JHGJanus Henderson Group Plc
$43.0M
SIGSignet Jewelers Limited
$43.0M
FUODolby Laboratories Inc Cl A
$43.0M
TBBKBancorp Inc
$42.0M
KTBKontoor Brands Inc
$42.0M
TNETTrinet Group Inc
$42.0M
CLDTChatham Lodging Tr
$41.0M
CNXCConcentrix Corp
$40.0M
ADTNAdtran Holdings Inc
$40.0M
BDCBelden Inc
$39.0M
EX9Exelixis Inc
$39.0M
OXMOxford Industries Inc
$39.0M
SFStifel Financial Corp
$37.0M
GMEDGlobus Med Inc Cl A
$37.0M
BLDTopbuild Corp
$37.0M
FCNFti Consulting Inc
$36.0M
TSETrinseo Sa
$36.0M
AWIArmstrong World Industries Inc
$35.0M
JRVRJames Riv Group Ltd
$34.0M
PDMPiedmont Office Realty Trust Inc Cl
$33.0M
PRIPrimerica Inc
$31.0M
VVVValvoline Inc
$31.0M
VISNCommscope Holding Co Inc
$31.0M
DFINDonnelley Financial Solutions Inc
$31.0M
DINOHf Sinclair Corporation
$26.0M
BLDRBuilders Firstsource Inc
$26.0M
DCHAmerican Axle & Manufacturing
$26.0M
VTYVerint Systems Inc
$26.0M
FT2First Horizon Corporation
$26.0M
TTITetra Technologies Inc
$26.0M
FTDRFrontdoor Inc
$25.0M
ALEXAlexander & Baldwin Inc
$24.0M
CLHClean Harbors Inc
$23.0M
ATGEAdtalem Global Ed Inc
$22.0M
MANManpowergroup Inc Wi
$22.0M
VRTVEURVeritiv Corp
$20.0M
EVTCEvertec Inc
$20.0M
ELFE L F Beauty Inc
$20.0M
DOOREURMasonite Intl Corp
$19.0M
FCFFirst Commonwealth Financial Corp
$19.0M
FSPFranklin Str Properties Corp
$19.0M
LKFNLakeland Financial Corp
$18.0M
NMRKNewmark Group Inc Cl A
$18.0M
MXLMaxlinear Inc
$18.0M
SYFSynchrony Financial
$17.0M
WSCWillscot Mobile Mini Holdings Corp
$17.0M
LRNStride Inc
$17.0M
MR4Meridian Bioscience Inc
$17.0M
WFRDWeatherford Intl Plc
$15.0M
AUBAtlantic Un Bankshares Corp
$15.0M
LHCGUSDLhc Group Inc
$15.0M
CIOCity Office Reit Inc
$15.0M
GFFGriffon Corp
$15.0M
FRPTFreshpet Inc
$15.0M
AXONAxon Enterprise Inc
$15.0M
ROFKforce Inc
$15.0M
SMCIUSDSuper Micro Computer Inc
$14.0M
NTNXNutanix Inc Cl A
$14.0M
EVHEvolent Health Inc Cl A
$14.0M
LNTHLantheus Holdings Inc
$14.0M
DGDollar General Corp
$14.0M
AMPHAmphastar Pharmaceuticals Inc
$14.0M
NVSTEnvista Holdings Corporation
$13.0M
ACLSAxcelis Technologies Inc New
$13.0M
SWAVUSDShockwave Med Inc
$13.0M
AVNTAvient Corporation
$13.0M
AZTAAzenta Inc
$12.0M
PSTGPure Storage Inc Cl A
$12.0M
NEOGNeogen Corp
$12.0M
FISFidelity Natl Information Services
$12.0M
ARMKAramark
$12.0M
LNWOLight & Wonder Inc
$12.0M
FLRFluor Corp
$12.0M
CALXCalix Inc
$11.0M
RGENRepligen Corp
$11.0M
SCLStepan Co
$11.0M
WINGWingstop Inc
$11.0M
UPBDRent-A-Center Inc
$11.0M
COHRCoherent Corp
$11.0M
EXTRExtreme Networks Inc
$11.0M
CHGGChegg Inc
$11.0M
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