FULLER & THALER ASSET MANAGEMENT, INC. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$19.7B

Holdings

524

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (524 positions)

StockValue
KEYKeycorp
$398.0M
CFGCitizens Financial Group Inc
$376.2M
FNBFnb Corp
$374.7M
ON1Old Natl Bancorp Ind
$330.9M
GPKGraphic Packaging Holding Co
$310.4M
BERYEURBerry Global Group Inc
$287.1M
DVNDevon Energy Corp
$283.6M
ENSGEnsign Group Inc
$279.0M
BCOBrinks Co
$275.7M
OZKBank Ozk
$243.3M
EMEEmcor Group Inc
$229.9M
SRSpire Inc
$228.4M
FIXComfort Systems Usa Inc
$219.9M
UI2Kemper Corp
$211.7M
AYIAcuity Brands Inc
$199.1M
WTMWhite Mountains Ins Group Ltd
$194.9M
SAICScience Applications Intl Corp
$182.6M
CMCCommercial Metals Co
$181.9M
OLNOlin Corp Par $1
$174.6M
CHRDChord Energy Corp Com New
$173.3M
TMHCTaylor Morrison Home Corp
$170.2M
AMRAlpha Metallurgical Resource Inc
$167.5M
CADECadence Bank
$167.2M
JELDJeld-Wen Holding Inc
$166.8M
CBTCabot Corp
$166.3M
ZIONZions Bancorporation Na
$161.1M
AWIArmstrong World Industries Inc
$158.3M
PEBPebblebrook Hotel Tr
$157.2M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$151.6M
REZIResideo Technologies Inc
$150.1M
ICUIIcu Medical Inc
$146.8M
ESGREnstar Group Limited
$144.3M
MUSAMurphy Usa Inc
$143.7M
AWNAdvance Auto Parts Inc
$140.1M
GVAGranite Construction Inc
$140.0M
BRKRBruker Corp
$138.8M
VLYValley National Bancorp
$137.1M
MEDPMedpace Holdings Inc
$136.3M
FHBFirst Hawaiian Inc
$134.1M
DECKDeckers Outdoor Corp
$131.4M
COSCno Financial Group Inc
$130.3M
HMNHorace Mann Educators Corp
$128.7M
MATXMatson Inc
$128.4M
CRICarters Inc
$128.2M
HRBH&R Block Inc
$126.7M
SWXSouthwest Gas Holdings Inc
$123.1M
EVREvercore Inc Class A
$122.9M
KRGKite Realty Group Tr
$122.9M
APLEApple Hospitality Reit Inc New
$120.3M
JBLJabil Inc
$119.6M
IBPInstalled Building Prods Inc
$119.6M
MTHMeritage Homes Corp
$119.5M
CNXCConcentrix Corp
$116.5M
ATKRAtkore Inc
$116.1M
WF2Wintrust Financial Corp
$115.2M
SFStifel Financial Corp
$114.6M
DOCUSDPhysicians Realty Trust
$114.4M
BCBEURPrimo Water Corporation
$113.6M
COLMColumbia Sportswear Co
$112.9M
ITGRInteger Holdings Corp
$112.1M
MLIMueller Industries Inc
$109.0M
MMSIMerit Med Systems Inc
$107.8M
KOPKoppers Holdings Inc
$107.1M
TPHTri Pointe Homes Inc
$105.3M
THGHanover Insurance Group Inc
$102.3M
DNBDun & Bradstreet Corp New
$101.7M
MLKNMillerknoll Inc
$101.5M
EXLSExlservice Holdings Inc
$99.9M
SONSonoco Prods Co
$99.5M
VNTVontier Corporation Com
$97.6M
SIGSignet Jewelers Limited
$95.8M
UTHUnited Therapeutics Corp
$94.8M
ASOAcademy Sports & Outdoors Inc Com
$94.0M
WAFDWafd Inc Com
$93.2M
DCIDonaldson Inc
$92.6M
NXSTNexstar Media Group Inc Cl A
$92.0M
PORPortland Gen Elec Co New
$90.9M
EWBCEast West Bancorp Inc
$90.7M
BECNUSDBeacon Roofing Supply Inc
$89.5M
AITApplied Industrial Technologies Inc
$89.4M
RRCRange Resources Corp
$89.0M
HOPEHope Bancorp Inc
$88.1M
ATGEAdtalem Global Ed Inc
$87.7M
HWCHancock Whitney Corporation
$85.7M
NOMDNomad Foods Ltd Usd Ord
$85.3M
TNETTrinet Group Inc
$83.6M
LRNStride Inc
$83.3M
BKHBlack Hills Corp
$82.5M
PTENPatterson-Uti Energy Inc
$81.5M
BLDTopbuild Corp
$81.4M
VYXNcr Voyix Corporation Com
$81.1M
CHEChemed Corp
$80.5M
SMPLSimply Good Foods Co
$79.7M
AGOAssured Guaranty Ltd
$79.2M
LSTRLandstar Systems Inc
$79.2M
AMPHAmphastar Pharmaceuticals Inc
$78.7M
GEFGreif Inc Cl A
$78.1M
TEXTerex Corp
$78.0M
OPCHOption Care Health Inc New
$76.3M
HBANHuntington Bancshares Inc
$75.2M
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