FULLER & THALER ASSET MANAGEMENT, INC. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$29.1B

Holdings

497

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (497 positions)

StockValue
PRGOPerrigo Co Plc
$108.0M
DORMDorman Prods Inc
$108.0M
CSGSCsg Systems Intl Inc
$108.0M
WAFDWafd Inc Com
$107.0M
ENSGEnsign Group Inc
$104.0M
FIVEFive Below Inc
$103.0M
PTENPatterson-Uti Energy Inc
$100.0M
VACMarriott Vacations Worldwide C
$99.0M
HMNHorace Mann Educators Corp
$95.0M
VSATViasat Inc
$93.0M
EVREvercore Inc Class A
$93.0M
KVYOKlaviyo Inc Ser A
$92.0M
HALOHalozyme Therapeutics Inc
$92.0M
EXLSExlservice Holdings Inc
$91.0M
WF2Wintrust Financial Corp
$91.0M
RRCRange Resources Corp
$90.0M
SKYSkyline Champion Corporation
$90.0M
IDIInterdigital Inc
$90.0M
GMEDGlobus Med Inc Cl A
$90.0M
AEISAdvanced Energy Industries
$89.0M
VSECVse Corp
$89.0M
TTANServicetitan Inc Cl A
$89.0M
VISNVistance Networks Inc Com
$88.0M
VSCOVictorias Secret And Co Common
$87.0M
GEFGreif Inc Cl A
$86.0M
TSAAci Worldwide Inc
$86.0M
TFXTeleflex Incorporated
$85.0M
APLEApple Hospitality Reit Inc New
$84.0M
NVSTEnvista Holdings Corporation
$84.0M
CNXCConcentrix Corp
$83.0M
NATLNcr Atleos Corporation
$83.0M
FULTFulton Financial Corp Pa
$82.0M
AXTAAxalta Coating Systems Ltd
$82.0M
ZETAZeta Global Holdings Corp Cl A
$81.0M
PIIPolaris Inc
$81.0M
VLYValley National Bancorp
$81.0M
LYFTLyft Inc Cl A
$80.0M
AGOAssured Guaranty Ltd
$79.0M
HASHasbro Inc
$79.0M
QLYSQualys Inc
$78.0M
BUWABio Rad Laboratories Inc Cl A
$78.0M
WKWorkiva Inc Cl A
$77.0M
CROXCrocs Inc
$77.0M
RDNRadian Group Inc
$77.0M
AEOAmerican Eagle Outfitters Inc
$77.0M
ZWSZurn Water Solutions Corp
$77.0M
BOOTBoot Barn Holdings Inc
$76.0M
XMTRXometry Inc Class A
$76.0M
FOURShift4 Pmts Inc Cl A
$76.0M
LTHLife Time Group Holdings Inc Common
$76.0M
MATXMatson Inc
$75.0M
RRRRed Rock Resorts Inc Cl A
$74.0M
FCFSFirstCash Holdings Inc
$74.0M
GFFGriffon Corp
$73.0M
PRIPrimerica Inc
$73.0M
COCOVita Coco Co Inc
$73.0M
SFStifel Financial Corp
$73.0M
CRCCalifornia Resources Corp New
$72.0M
ENREnergizer Holdings Inc
$70.0M
JBTJBT Marel Corporation Com
$69.0M
COLLCollegium Pharmaceutical Inc
$69.0M
SWXSouthwest Gas Holdings Inc
$68.0M
BROSDutch Brothers Inc Cl A
$68.0M
TDCTeradata Corp
$67.0M
VYXNcr Voyix Corporation Com
$67.0M
PEBPebblebrook Hotel Tr
$66.0M
HOPEHope Bancorp Inc
$66.0M
JBLJabil Inc
$65.0M
CA8ACaci International Inc Cl A
$65.0M
PLXSPlexus Corp
$65.0M
KTBKontoor Brands Inc
$64.0M
EXPEagle Materials Inc
$64.0M
CNMDConmed Corp
$64.0M
MATMattel Inc
$63.0M
LCLendingclub Corp New
$63.0M
INSPInspire Med Systems Inc
$61.0M
FMFFormfactor Inc
$60.0M
AMBAAmbarella Inc
$60.0M
PAYPaymentus Holdings Inc Cl A
$60.0M
SITMSitime Corp
$59.0M
RVLVRevolve Group Inc Cl A
$59.0M
FRSHFreshworks Inc Class A
$58.0M
VCYTVeracyte Inc
$58.0M
CALXCalix Inc
$57.0M
TILEInterface Inc
$56.0M
MLKNMillerknoll Inc
$55.0M
BKHBlack Hills Corp
$55.0M
RAMPLiveramp Holdings Inc
$55.0M
AIRAar Corp
$55.0M
ESTCElastic Nv Ord
$54.0M
CHEChemed Corp
$54.0M
DGDollar General Corp
$54.0M
BNLBroadstone Net Lease Inc
$54.0M
RDNTRadnet Inc
$54.0M
LYBLyondellbasell Industries Nv - A -
$53.0M
UBSIUnited Bankshares Inc West Va
$52.0M
INTAIntapp Inc
$51.0M
AXSAxis Cap Holdings Ltd
$50.0M
KSSKohls Corp
$49.0M
JBHTHunt J B Trans Services Inc
$48.0M
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