Hodges Capital Management Inc. Q1 2018 Filing

Filed May 3, 2018

Portfolio Value

$1.3B

Holdings

248

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (248 positions)

StockValue
TPLUSDTexas Pac Ld Tr Sub Ctf Prop I
$66.0M
WIREEUREncore Wire Corp
$46.3M
EXPEagle Materials Inc
$45.1M
NTNXNutanix Inc Cl A
$44.7M
USX1United States Steel Corp
$40.0M
CMCCommercial Metals Co
$38.0M
Integrated Device Technology
$32.5M
CCSCentury Communities Inc
$30.8M
HTHHilltop Holdings Inc
$27.7M
Legacy TX Financial Group Inc
$23.8M
Rsp Permian Inc
$22.7M
AEOAmerican Eagle Outfitters New
$21.8M
TSEMTower Semiconductor Ltd
$19.8M
MUMicron Technology Inc
$19.2M
SEISolaris Oilfield Infrast Inc C
$18.8M
American Airlines Group Inc
$17.9M
SAVESpirit Airlines Inc
$17.4M
Ring Energy Inc
$17.2M
BCBrunswick Corp
$17.2M
Air Transport Services Group I
$16.3M
BACBank America Corp
$16.1M
METAFacebook Inc Cl A
$15.8M
WPX Energy Inc
$15.5M
WERNWerner Enterprises Inc
$14.9M
TFINTriumph Bancorp Inc
$13.9M
Independent Bank Group Inc
$13.7M
OLLIOllies Bargain Outlt Holdings
$12.8M
SUPNSupernus Pharmaceuticals Inc
$12.6M
Controladora Vuela Cia DE Avia
$12.4M
MMSIMerit Med Systems Inc
$12.1M
FANGDiamondback Energy Inc
$11.8M
CNKCinemark Holdings Inc
$11.7M
CLFCleveland Cliffs Inc
$11.4M
EXASExact Sciences Corp
$11.0M
FNDFloor & Decor Holdings Inc Cl
$11.0M
TRNTrinity Industries Inc
$10.8M
PUMPPropetro Holding Corp
$10.3M
CRKComstock Resources Inc
$10.2M
XYZSquare Inc Cl A
$10.0M
IPInternational Paper Co
$9.7M
GEOGEO Group Inc
$9.7M
FTNTFortinet Inc
$9.5M
Moelis & Co Cl A
$8.9M
BABoeing Co
$8.6M
Parsley Energy Inc Cl A
$8.5M
Cooper Tire & Rubber Co
$8.1M
TXRHTexas Roadhouse Inc
$8.1M
JBLUJetBlue Airways Corp
$7.9M
US Concrete Inc
$7.6M
MTDRMatador Resources Co
$7.4M
Penney J C Inc
$7.1M
JNJJohnson & Johnson
$7.0M
Primoris Services Corp
$6.5M
Westrock Co
$6.4M
WMTWal-Mart Stores Inc
$6.4M
AZTABrooks Automation Inc
$6.4M
CHS1USDChicos FAS Inc
$6.3M
NVCRNovocure Ltd
$6.2M
DALDelta Air Lines Inc
$5.8M
BioTelemetry Inc
$5.7M
GPIGroup 1 Automotive Inc
$5.6M
AMATApplied Materials Inc
$5.5M
HDHome Depot Inc
$5.4M
Allegheny Technologies Inc
$5.3M
HQYHealthequity Inc
$5.2M
Lubys Inc
$5.1M
Hodges Fund
$5.1M
Lyon William Homes Cl A
$5.1M
LUVSouthwest Airlines Co
$4.9M
Cisco Systems Inc
$4.9M
Fairmount Santrol Holdings Inc
$4.7M
MSFTMicrosoft Corp
$4.7M
XOMExxon Mobil Corp
$4.6M
CyrusOne Inc
$4.6M
KMG Chemicals Inc
$4.5M
INTCIntel Corp
$4.4M
NCLHNorwegian Cruise Line Holdings
$4.3M
DXYNDixie Group Inc Cl A
$4.1M
FAROFaro Technologies Inc
$4.1M
ABBVAbbVie Inc
$4.0M
FDXFedEx Corp
$3.7M
AAPLApple Inc
$3.5M
Nuvectra Corp
$3.5M
UALUnited Continental Holdings In
$3.5M
VBTXVeritex Holdings Inc
$3.4M
Hodges Inst
$3.4M
Professionally Managed Portfol
$3.4M
WTTRSelect Energy Services Inc Cl
$3.3M
At Home Group Inc
$3.2M
BOXDropbox Inc Cl A
$3.1M
TXNTexas Instruments Inc
$3.1M
Ryman Hospitality Properties I
$2.9M
EZPWEZCORP Inc Cl A Non Vtg
$2.9M
OKEOneok Inc
$2.8M
TRVCCitigroup Inc
$2.8M
Enlink Midstream LLC Unit Rep
$2.8M
LGIHLgi Homes Inc
$2.8M
VZVerizon Communications Inc
$2.7M
WHRWhirlpool Corp
$2.7M
Covenant Trans Group Inc Cl A
$2.7M
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