Hodges Capital Management Inc. Q1 2022 Filing
Filed May 12, 2022
Portfolio Value
$1.3B
Holdings
241
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (241 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $60.1M |
CLFCLEVELAND-CLIFFS INC NEW | $57.7M |
CMCCOMMERCIAL METALS CO | $45.5M |
MTDRMATADOR RES CO | $44.6M |
EXPEAGLE MATLS INC | $27.1M |
VSTOEURVISTA OUTDOOR INC | $24.3M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $21.6M |
SMSM ENERGY CO | $21.0M |
FCXFREEPORT-MCMORAN INC | $20.7M |
CALYCALLAWAY GOLF CO | $19.9M |
MSFTMICROSOFT CORP | $19.4M |
UBERUBER TECHNOLOGIES INC | $18.5M |
WIREEURENCORE WIRE CORP | $17.6M |
GMGENERAL MTRS CO | $17.5M |
ULCCFRONTIER GROUP HLDGS INC | $17.0M |
BLDRBUILDERS FIRSTSOURCE INC | $16.8M |
VYXNCR CORP NEW | $16.6M |
ASOACADEMY SPORTS & OUTDOORS IN | $16.4M |
EXECHESAPEAKE ENERGY CORP | $16.0M |
SIMOSILICON MOTION TECHNOLOGY CO | $15.9M |
ONON SEMICONDUCTOR CORP | $15.3M |
ABNBAIRBNB INC | $14.8M |
MUMICRON TECHNOLOGY INC | $14.7M |
AAPLAPPLE INC | $14.2M |
CNKCINEMARK HLDGS INC | $14.1M |
ETDETHAN ALLEN INTERIORS INC | $14.0M |
BYDBOYD GAMING CORP | $13.8M |
ONONON HLDG AG | $13.1M |
TMHCTAYLOR MORRISON HOME CORP | $12.9M |
PCRXPACIRA BIOSCIENCES INC | $12.8M |
CYBRCYBERARK SOFTWARE LTD | $12.4M |
AIGAMERICAN INTL GROUP INC | $12.1M |
HTHHILLTOP HOLDINGS INC | $11.6M |
EWCZEUROPEAN WAX CTR INC | $11.4M |
USX1UNITED STATES STL CORP NEW | $10.4M |
WFCWELLS FARGO CO NEW | $10.4M |
TXRHTEXAS ROADHOUSE INC | $10.2M |
UPLDUPLAND SOFTWARE INC | $9.5M |
OKEONEOK INC NEW | $9.4M |
NVDANVIDIA CORPORATION | $9.4M |
PXDEURPIONEER NAT RES CO | $9.3M |
RVLVREVOLVE GROUP INC | $9.3M |
BCBRUNSWICK CORP | $9.2M |
XOMEXXON MOBIL CORP | $9.2M |
FDXFEDEX CORP | $9.1M |
BERYEURBERRY GLOBAL GROUP INC | $8.8M |
HANHAWAIIAN HOLDINGS INC | $8.8M |
LFG1USDARCHAEA ENERGY INC | $8.5M |
DSGRLAWSON PRODS INC | $8.3M |
KEKIMBALL ELECTRONICS INC | $8.3M |
AZEKAZEK CO INC | $8.3M |
SCVLSHOE CARNIVAL INC | $8.0M |
JNJJOHNSON & JOHNSON | $7.9M |
TSEMTOWER SEMICONDUCTOR LTD | $7.9M |
ABBVABBVIE INC | $7.8M |
WOLF*WOLFSPEED INC | $7.8M |
—LUBYS INC | $7.6M |
TWLOTWILIO INC | $7.6M |
PBPROSPERITY BANCSHARES INC | $7.6M |
BACBK OF AMERICA CORP | $7.5M |
MATXMATSON INC | $7.5M |
CBRLCRACKER BARREL OLD CTRY STOR | $7.5M |
RHRH | $7.0M |
DXYNDIXIE GROUP INC | $6.9M |
HDHOME DEPOT INC | $6.9M |
KLICKULICKE & SOFFA INDS INC | $6.8M |
ACHCACADIA HEALTHCARE COMPANY IN | $6.6M |
METAMETA PLATFORMS INC | $6.6M |
—GOLDEN NUGGET ONLINE GAMIN | $6.4M |
KEXKIRBY CORP | $6.3M |
AMZNAMAZON COM INC | $6.3M |
INMDINMODE LTD | $6.2M |
AWMSKYWORKS SOLUTIONS INC | $6.2M |
SFMSPROUTS FMRS MKT INC | $5.9M |
QCOMQUALCOMM INC | $5.8M |
BROSDUTCH BROS INC | $5.5M |
SMCIUSDSUPER MICRO COMPUTER INC | $5.4M |
THGHANOVER INS GROUP INC | $5.1M |
0E41ENLINK MIDSTREAM LLC | $5.0M |
JPMJPMORGAN CHASE & CO | $4.5M |
MDTMEDTRONIC PLC | $4.5M |
MRNAMODERNA INC | $4.4M |
UNPUNION PAC CORP | $4.2M |
LOWLOWES COS INC | $4.2M |
PEPPEPSICO INC | $4.1M |
LLYLILLY ELI & CO | $4.1M |
WMTWALMART INC | $4.0M |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.9M |
CATCATERPILLAR INC | $3.9M |
WHRWHIRLPOOL CORP | $3.7M |
CRMTAMERICAS CAR-MART INC | $3.7M |
DLTHDULUTH HLDGS INC | $3.7M |
TXNTEXAS INSTRS INC | $3.6M |
WSMWILLIAMS SONOMA INC | $3.5M |
AXPAMERICAN EXPRESS CO | $3.4M |
TFINTRIUMPH BANCORP INC | $3.4M |
PFEPFIZER INC | $3.4M |
DYHTARGET CORP | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.3M |
DEDEERE & CO | $2.9M |
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