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)
| Stock | Value |
|---|---|
RSIRush Street Interactive Inc | $48.0M |
OSOnestream Inc Cl A | $47.0M |
HUBGHub Group Inc Cl A | $47.0M |
BLDTopbuild Corp | $46.0M |
WRBYWarby Parker Inc Cl A | $46.0M |
BBWIBath & Body Works Inc | $46.0M |
ABMAbm Industries Inc | $46.0M |
FFBCFirst Financial Bancorp Oh | $45.0M |
DNOWDNow Inc | $45.0M |
IARTIntegra Lifesciences Holdings Corp | $45.0M |
QA4AGentherm Inc | $44.0M |
FCNCAFirst Citizens Bancshares Inc Nc Cl | $44.0M |
SYFSynchrony Financial | $43.0M |
TGNATegna Inc | $43.0M |
MEDPMedpace Holdings Inc | $43.0M |
FCFFirst Commonwealth Financial Corp | $42.0M |
BYDBoyd Gaming Corp | $41.0M |
CVLTCommvault Systems Inc | $40.0M |
CVBFCvb Financial Corp | $39.0M |
SMPLSimply Good Foods Co | $38.0M |
MASMasco Corp | $37.0M |
AMPHAmphastar Pharmaceuticals Inc | $37.0M |
BBWBuild-A-Bear Workshop Inc | $37.0M |
KMTKennametal Inc | $36.0M |
ESEEsco Technologies Inc | $36.0M |
NYTNew York Times Co Cl A | $35.0M |
DECKDeckers Outdoor Corp | $35.0M |
PTONPeloton Interactive Inc Cl A | $35.0M |
HWKNHawkins Inc | $35.0M |
COKECoca-Cola Cons Inc | $35.0M |
EBAEbay Inc | $34.0M |
TERTeradyne Inc | $34.0M |
LINELineage Inc | $34.0M |
LZBLa-Z-Boy Inc | $33.0M |
EVTCEvertec Inc | $33.0M |
FFINFirst Financial Bankshares Inc | $33.0M |
EXPEExpedia Group Inc New | $32.0M |
ANAutonation Inc | $32.0M |
NWENorthwestern Corp New | $32.0M |
ZBRAZebra Technologies Corporation Cl A | $32.0M |
IBPInstalled Building Prods Inc | $30.0M |
JXC1Ziff Davis Inc | $30.0M |
MLIMueller Industries Inc | $30.0M |
CHRDChord Energy Corp Com New | $30.0M |
TTCToro Co | $29.0M |
IWOIShares Russell 2000 Grwth ETF | $29.0M |
BANFBancfirst Corp | $28.0M |
MCRIMonarch Casino & Resort Inc | $28.0M |
ROSTRoss Stores Inc | $28.0M |
CRCrane Company Common Stock | $27.0M |
IWNIShares Russell 2000 Value ETF | $27.0M |
KOPKoppers Holdings Inc | $27.0M |
WATWaters Corp | $27.0M |
PRGSProgress Software Corp | $27.0M |
CITCintas Corp | $26.0M |
MDMednax Inc | $26.0M |
BLKBBlackbaud Inc | $25.0M |
UNPUnion Pacific Corp | $25.0M |
SFNCSimmons 1St Natl Corp Cl A $1 Par | $25.0M |
TPHTri Pointe Homes Inc | $25.0M |
FISFidelity Natl Information Services | $24.0M |
AVNTAvient Corporation | $24.0M |
PHParker-Hannifin Corp | $24.0M |
VCTRVictory Cap Holdings Inc Cl A | $23.0M |
GPNGlobal Payments Inc | $22.0M |
OZKBank Ozk | $22.0M |
ORLYOreilly Automotive Inc | $22.0M |
AMATApplied Materials Inc | $21.0M |
ECLEcolab Inc | $21.0M |
LRCXLam Research Corp New | $20.0M |
ALLYAlly Financial Inc | $19.0M |
IJJIShares S&P Mid-Cap 400 V ETF | $18.0M |
CLHClean Harbors Inc | $18.0M |
AVTRAvantor Inc | $18.0M |
LKFNLakeland Financial Corp | $18.0M |
TN1Tennant Co | $18.0M |
TNKTeekay Tankers Ltd Cl A | $17.0M |
SFMSprouts Farmers Mkt Inc | $17.0M |
KLACKla Corp New | $17.0M |
NBTBNbt Bancorp Inc | $16.0M |
COLMColumbia Sportswear Co | $15.0M |
ITGRInteger Holdings Corp | $14.0M |
DLTRDollar Tree Inc | $14.0M |
IWSIShares Russell Midcap V ETF | $14.0M |
DFINDonnelley Financial Solutions Inc | $13.0M |
CWKCushman Wakefield Plc Common Shares | $12.0M |
MKLMarkel Corp | $12.0M |
LDOSLeidos Holdings Inc | $11.0M |
ORIOld Republic Intl Corp | $11.0M |
ALLEAllegion Plc | $11.0M |
IWMIShares Russell 2000 ETF | $10.0M |
DOWDow Chemical Co | $10.0M |
CLDTChatham Lodging Tr | $10.0M |
GGGGraco Inc | $10.0M |
CTRACoterra Energy Inc | $10.0M |
AMTAmerican Tower Corp | $10.0M |
MZTIMarzetti Company Com | $9.0M |
TRUTransunion | $9.0M |
CFGCitizens Financial Group Inc | $9.0M |
UHAL/BU Haul Holding Company Com Ser N | $9.0M |