Hodges Capital Management Inc. Q1 2020 Filing
Filed May 4, 2020
Portfolio Value
$391.1M
Holdings
177
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
TPLUSDTEXAS PAC LD TR | $22.0M |
CMCCOMMERCIAL METALS CO | $21.4M |
EXPEAGLE MATERIALS INC | $10.5M |
USCRU S CONCRETE INC | $10.4M |
VYXNCR CORP NEW | $10.0M |
MSFTMICROSOFT CORP | $8.3M |
HTHHILLTOP HOLDINGS INC | $8.1M |
EXASEXACT SCIENCES CORP | $7.9M |
STNGSCORPIO TANKERS INC | $7.9M |
CLFCLEVELAND CLIFFS INC | $7.6M |
AALAMERICAN AIRLS GROUP | $7.3M |
TFINTRIUMPH BANCORP INC | $7.0M |
YETIYETI HLDGS INC | $7.0M |
FIVNFIVE9 INC | $6.8M |
AAPLAPPLE INC | $6.0M |
JNJJOHNSON & JOHNSON | $5.7M |
RVLVREVOLVE GROUP INC | $5.4M |
BCBRUNSWICK CORP | $5.1M |
MRKMERCK & CO INC | $4.8M |
UBERUBER TECHNOLOGIES IN | $4.8M |
MUMICRON TECHNOLOGY IN | $4.6M |
—CREE INC | $4.5M |
AEOAMERICAN EAGLE OUTFI | $4.5M |
TSEMTOWER SEMICONDUCTOR | $4.5M |
LGIHLGI HOMES INC | $4.5M |
TNDMTANDEM DIABETES CARE | $4.4M |
ABBVABBVIE INC | $4.2M |
TWTRUSDTWITTER INC | $4.2M |
HDHOME DEPOT INC | $4.0M |
BABOEING CO | $4.0M |
MTDRMATADOR RES CO | $3.9M |
METAFACEBOOK INC | $3.8M |
BACBANK AMER CORP | $3.8M |
—CYRUSONE INC | $3.8M |
RHPRYMAN HOSPITALITY PP | $3.8M |
WMTWALMART INC | $3.7M |
PRIMPRIMORIS SVCS CORP | $3.5M |
TAT&T INC | $3.5M |
OCOWENS CORNING NEW | $3.3M |
NCLHNORWEGIAN CRUISE LIN | $3.2M |
AZTABROOKS AUTOMATION IN | $3.2M |
WIREEURENCORE WIRE CORP | $3.0M |
CRMTAMERICAS CAR MART IN | $3.0M |
RHRH | $2.9M |
BACVERIZON COMMUNICATIO | $2.9M |
TXRHTEXAS ROADHOUSE INC | $2.9M |
FSSFEDERAL SIGNAL CORP | $2.9M |
BOOTBOOT BARN HLDGS INC | $2.7M |
JPMJPMORGAN CHASE & CO | $2.5M |
DLTHDULUTH HLDGS INC | $2.5M |
XYZSQUARE INC | $2.4M |
DALDELTA AIR LINES INC | $2.4M |
GEGGEO GROUP INC NEW | $2.3M |
HOMEAT HOME GROUP INC | $2.3M |
DISDISNEY WALT CO | $2.3M |
AMZNAMAZON COM INC | $2.3M |
TWLOTWILIO INC | $2.3M |
IPINTL PAPER CO | $2.2M |
KOCOCA COLA CO | $2.1M |
EBSEMERGENT BIOSOLUTION | $2.1M |
SAILEURSAILPOINT TECHNLGIES | $2.1M |
SCVLSHOE CARNIVAL INC | $2.1M |
UPLDUPLAND SOFTWARE INC | $2.1M |
FDXFEDEX CORP | $2.0M |
OKEONEOK INC NEW | $2.0M |
IRWDIRONWOOD PHARMACEUTI | $2.0M |
VVISA INC | $1.9M |
INTCINTEL CORP | $1.9M |
TMHCTAYLOR MORRISON HOME | $1.9M |
LUVSOUTHWEST AIRLS CO | $1.9M |
CVSCVS HEALTH CORP | $1.7M |
LOWLOWES COS INC | $1.7M |
PEPPEPSICO INC | $1.7M |
CCSCENTURY CMNTYS INC | $1.6M |
UNPUNION PACIFIC CORP | $1.6M |
THGHANOVER INS GROUP IN | $1.5M |
DIODDIODES INC | $1.5M |
PRFTUSDPERFICIENT INC | $1.4M |
ELANELANCO ANIMAL HEALTH | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
ABTABBOTT LABS | $1.3M |
—WAITR HLDGS INC | $1.3M |
—LUBYS INC | $1.3M |
TXNTEXAS INSTRS INC | $1.2M |
NVDANVIDIA CORP | $1.2M |
AXPAMERICAN EXPRESS CO | $1.2M |
GSHDGOOSEHEAD INS INC | $1.2M |
WFCWELLS FARGO CO NEW | $1.2M |
CNKCINEMARK HOLDINGS IN | $1.2M |
CSCOCISCO SYS INC | $1.1M |
CHGGCHEGG INC | $1.1M |
PGPROCTER & GAMBLE CO | $1.1M |
DXYNDIXIE GROUP INC | $1.1M |
RDFNREDFIN CORP | $1.1M |
—PARSLEY ENERGY INC | $1.1M |
URIUNITED RENTALS INC | $1.0M |
HFCUSDHOLLYFRONTIER CORP | $980K |
GOGOGOGO INC | $967K |
SBUXSTARBUCKS CORP | $864K |
AMATAPPLIED MATLS INC | $852K |
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