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
RDNRadian Group Inc
$74.1M
FHIFederated Hermes Inc Cl B
$72.6M
RRyder Systems Inc
$71.6M
IEIInsight Enterprises Inc
$71.6M
DINOHf Sinclair Corporation
$70.7M
STRLSterling Contruction Inc
$68.9M
CCKCrown Holdings Inc
$68.1M
MMSMaximus Inc
$67.7M
AXSAxis Cap Holdings Ltd
$66.6M
CSGSCsg Systems Intl Inc
$65.9M
CECelanese Corp
$65.5M
PRGSProgress Software Corp
$64.1M
EX9Exelixis Inc
$62.7M
NWENorthwestern Corp New
$60.8M
OTTROtter Tail Corp
$60.8M
KTBKontoor Brands Inc
$58.9M
NATLNcr Atleos Corporation
$58.2M
ELFE L F Beauty Inc
$57.6M
UBSIUnited Bankshares Inc West Va
$57.5M
BLDRBuilders Firstsource Inc
$56.9M
JXC1Ziff Davis Inc
$56.1M
HN9Hanesbrands Inc
$55.5M
SLGNSilgan Holdings Inc
$55.5M
ANAutonation Inc
$55.4M
ABMAbm Industries Inc
$54.6M
SANMSanmina Corporation
$52.0M
ENREnergizer Holdings Inc
$51.9M
IDIInterdigital Inc
$51.1M
EVTCEvertec Inc
$50.8M
FULTFulton Financial Corp Pa
$50.5M
CROXCrocs Inc
$50.4M
CRUSCirrus Logic Inc
$50.1M
BB3Brookline Bancorp Inc
$50.1M
HIHillenbrand Inc
$48.5M
FT2First Horizon Corporation
$47.9M
QA4AGentherm Inc
$47.8M
FFINFirst Financial Bankshares Inc
$46.1M
SMCIUSDSuper Micro Computer Inc
$45.2M
FCNFti Consulting Inc
$44.6M
VRTVertiv Holdings Co Cl A
$44.6M
WEAWestern Alliance Bancorp
$44.2M
37MMRC Global Inc
$44.1M
CRCrane Company Common Stock
$42.2M
WFRDWeatherford Intl Plc
$41.8M
FFBCFirst Financial Bancorp Oh
$41.5M
BYDBoyd Gaming Corp
$41.1M
HCQAmn Healthcare Services Inc
$40.0M
FCFFirst Commonwealth Financial Corp
$39.1M
KMTKennametal Inc
$38.2M
MODVQModivcare Inc
$38.1M
MBCMasterbrand Inc Common Stock
$38.0M
NTNXNutanix Inc Cl A
$37.4M
TGNATegna Inc
$37.4M
AVTAvnet Inc
$37.1M
CXTCrane Nxt Co Com
$37.0M
IARTIntegra Lifesciences Holdings Corp
$36.6M
BDCBelden Inc
$36.2M
CLHClean Harbors Inc
$34.7M
RYNRayonier Inc
$33.9M
CLDTChatham Lodging Tr
$33.7M
TNKTeekay Tankers Ltd Cl A
$32.9M
TTITetra Technologies Inc
$32.7M
NBTBNbt Bancorp Inc
$32.1M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$30.9M
WINGWingstop Inc
$30.6M
HUBGHub Group Inc Cl A
$30.4M
FTDRFrontdoor Inc
$30.0M
GMEDGlobus Med Inc Cl A
$29.9M
FRPTFreshpet Inc
$29.0M
DCHAmerican Axle & Manufacturing
$28.5M
TDCTeradata Corp
$28.1M
CWKCushman Wakefield Plc
$27.9M
BBTBerkshire Hills Bancorp Inc
$27.6M
ANFAbercrombie & Fitch Co Cl A
$26.8M
JRVRJames Riv Group Ltd
$26.5M
FYBRFrontier Communications Parent
$26.5M
DOCNDigitalocean Holdings Inc
$26.1M
MDRXVeradigm Inc
$25.7M
EVHEvolent Health Inc Cl A
$25.0M
DOOREURMasonite Intl Corp
$24.7M
RLRalph Lauren Corp Cl A
$24.5M
PRIPrimerica Inc
$24.2M
BANFBancfirst Corp
$24.1M
HELEHelen Of Troy Ltd
$23.9M
DFINDonnelley Financial Solutions Inc
$23.9M
STCStewart Information Services Corp
$23.8M
DGDollar General Corp
$23.5M
VTYVerint Systems Inc
$23.2M
TRIPTripadvisor Inc
$23.1M
ALEXAlexander & Baldwin Inc
$23.1M
NEOGNeogen Corp
$22.8M
LKFNLakeland Financial Corp
$22.6M
BRBRBellring Brands Inc Common Stock
$22.6M
SYFSynchrony Financial
$22.6M
AXONAxon Enterprise Inc
$22.3M
PRIMPrimoris Services Corp
$22.1M
ACLSAxcelis Technologies Inc New
$21.8M
FTREFortrea Holdings Inc Common Stock
$21.7M
INFA1EURInformatica Inc Cl A
$21.6M
FSLYFastly Inc Cl A
$21.0M
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