FULLER & THALER ASSET MANAGEMENT, INC. Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$15.2T

Holdings

510

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
SNASnap On Inc
$3.0B
SHWSherwin Williams Co
$3.0B
SJMSmucker J M Co New
$2.0B
FLLFull Hse Resorts Inc
$2.0B
CMSCms Energy Corp
$2.0B
NATNordic American Tankers Ltd
$2.0B
NWLNewell Brands Inc
$2.0B
AMGNAmgen Inc
$2.0B
CNCCentene Corp
$2.0B
PACKRanpak Holdings Corp Cl A
$2.0B
SPWHSportsmans Whse Holdings Inc
$2.0B
Vintage Wine Estates Inc
$2.0B
AEHRAehr Test Systems
$2.0B
EIXEdison Intl
$2.0B
EGHT8X8 Inc
$2.0B
LMNRLimoneira Co
$2.0B
MYPSPlaystudios Inc Class A
$2.0B
BBWBuild-A-Bear Workshop Inc
$2.0B
CAMPEURCalamp Corp
$2.0B
LYVLive Nation Entertainment Inc
$2.0B
FCFranklin Covey Co
$2.0B
SPOKSpok Holdings Inc
$2.0B
ATENA10 Networks Inc
$2.0B
LNTAlliant Energy Corp
$2.0B
QTRXQuanterix Corp
$2.0B
Greenhill & Co Inc
$2.0B
CMTLComtech Telecom Corp
$2.0B
WTWisdomtree Inc Com
$2.0B
TLSTelos Corp Md
$2.0B
ROPRoper Technologies Inc
$2.0B
PNWPinnacle West Cap Corp
$2.0B
ACTGAcacia Research Corp
$2.0B
GIIIG Iii Apparel Group Ltd
$2.0B
BYRNByrna Technologies Inc New
$2.0B
AOUTAmerican Outdoor Brands Inc
$2.0B
VRAVera Bradley Inc
$2.0B
5TCTruecar Inc
$2.0B
ANDEAndersons Inc
$2.0B
BANDBandwidth Inc Cl A
$2.0B
FARMFarmer Brothers Co
$1.0B
ENZBEnzo Biochem Inc
$1.0B
CNTCentury Casinos Inc
$1.0B
TPICQTpi Composites Inc
$1.0B
BCOVUSDBrightcove Inc
$1.0B
AGSPlayags Inc
$1.0B
2U Inc
$1.0B
APLDApplied Digital Corp Com New
$1.0B
PETQEURPetiq Inc Cl A
$1.0B
MSFTMicrosoft Corp
$1.0B
PRPLPurple Innovation Inc
$1.0B
NRDYNerdy Inc Cl A
$1.0B
DOUGDouglas Elliman Inc
$1.0B
IWOIShares Russell 2000 Grwth ETF
$1.0B
AAPLApple Inc
$1.0B
MGNIMagnite Inc
$1.0B
TBCHTurtle Beach Corp New
$1.0B
NNBRNn Inc
$1.0B
TSQTownsquare Media Inc Cl A
$1.0B
QUOTUSDQuotient Technology Inc
$1.0B
GOOGAlphabet Inc Cap Stock Cl C
$1.0B
Lazydays Holdings Inc
$1.0B
LINDLindblad Expeditions Holdings Inc
$1.0B
TRHCEURTabula Rasa Healthcare Inc
$1.0B
NTGRNetgear Inc
$1.0B
ALTOAlto Ingredients Inc
$1.0B
IWSIShares Russell Midcap V ETF
$866.0M
ARNC1EURArconic Corporation
$848.0M
AMZNAmazon.Com Inc
$837.0M
SCOR1EURComscore Inc
$832.0M
LLYLilly Eli & Co
$788.0M
BRK/BBerkshire Hathaway Inc Cl B New
$697.0M
LIVXEURLiveone Inc
$685.0M
XOMExxon Mobile Corp
$669.0M
UNHUnitedhealth Group Inc
$530.0M
ELVElevance Health Inc
$507.0M
IWRIshares Rus Mid Cap Etf
$478.0M
ORCLOracle Corp
$477.0M
JPMJpmorgan Chase & Co
$476.0M
STLDSteel Dynamics Inc
$441.0M
BACBank Of America Corp
$440.0M
MZTILancaster Colony Corp
$420.0M
NFLXNetflix Inc
$419.0M
WMTWal-Mart Inc
$410.0M
GLPIGaming & Leisure Properties Inc
$402.0M
IWVIShares TR Russell 3000
$380.0M
S76Store Cap Corp
$319.0M
UGIUgi Corp
$315.0M
AEISAdvanced Energy Industries
$304.0M
AMATApplied Materials Inc
$302.0M
LSCCLattice Semiconductor Corp
$302.0M
BIIBBiogen Inc
$301.0M
TMUST-Mobile Us Inc
$284.0M
TPDTempur Sealy Intl Inc
$248.0M
LOBLive Oak Bancshares Inc
$232.0M
PHMPulte Group Inc
$230.0M
DWDMorgan Stanley
$229.0M
BROBrown & Brown Inc
$228.0M
CTRACoterra Energy Inc
$224.0M
HUMHumana Inc
$223.0M
LDOSLeidos Holdings Inc
$221.0M
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