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)

StockValue
MRNAMODERNA INC
$2.9M
PANWPALO ALTO NETWORKS INC
$2.8M
BABOEING CO
$2.7M
SAVESPIRIT AIRLS INC
$2.7M
CMACOMERICA INC
$2.5M
RDNWRUMBLEON INC
$2.5M
LUVSOUTHWEST AIRLS CO
$2.4M
STRSSTRATUS PPTYS INC
$2.3M
GOOGALPHABET INC
$2.3M
COPCONOCOPHILLIPS
$2.2M
BACVERIZON COMMUNICATIONS INC
$2.2M
SCHWSCHWAB CHARLES CORP
$2.1M
CSCOCISCO SYS INC
$2.0M
COPCONOCOPHILLIPS
$2.0M
KOCOCA COLA CO
$2.0M
GSGOLDMAN SACHS GROUP INC
$1.9M
ETENERGY TRANSFER L P
$1.9M
CMCSACOMCAST CORP NEW
$1.8M
COSTCOSTCO WHSL CORP NEW
$1.8M
CP.TOCANADIAN PAC RY LTD
$1.8M
MRKMERCK & CO INC
$1.8M
ISRGINTUITIVE SURGICAL INC
$1.7M
UPSUNITED PARCEL SERVICE INC
$1.7M
TSCOTRACTOR SUPPLY CO
$1.6M
CBCHUBB LIMITED
$1.6M
ENCORE WIRE CORP
$1.6M
MCDMCDONALDS CORP
$1.6M
CVSCVS HEALTH CORP
$1.5M
NVDANVIDIA CORPORATION
$1.5M
DRIDARDEN RESTAURANTS INC
$1.5M
PGPROCTER AND GAMBLE CO
$1.5M
PSXPHILLIPS 66
$1.5M
GQ9SPDR GOLD TR
$1.5M
BMYBRISTOL-MYERS SQUIBB CO
$1.5M
TIPTTIPTREE INC
$1.5M
SOYSUNOPTA INC
$1.4M
PYPLPAYPAL HLDGS INC
$1.4M
VVISA INC
$1.4M
CHRDOASIS PETROLEUM INC
$1.2M
GOOGLALPHABET INC
$1.2M
HPKHIGHPEAK ENERGY INC
$1.2M
CRKCOMSTOCK RES INC
$1.2M
HMNHORACE MANN EDUCATORS CORP N
$1.2M
HRBBLOCK H & R INC
$1.2M
AMATAPPLIED MATLS INC
$1.1M
GEGGEO GROUP INC NEW
$1.1M
DOWDOW INC
$1.0M
NXPINXP SEMICONDUCTORS N V
$1.0M
LEGTLEGATO MERGER CORP II
$1.0M
GMREUSDGLOBAL MED REIT INC
$967K
CVXCHEVRON CORP NEW
$966K
SLBSCHLUMBERGER LTD
$964K
DALDELTA AIR LINES INC DEL
$933K
URIUNITED RENTALS INC
$921K
DUKDUKE ENERGY CORP NEW
$903K
BDXBECTON DICKINSON & CO
$901K
TMTOYOTA MOTOR CORP
$893K
BXBLACKSTONE INC
$879K
IBMINTERNATIONAL BUSINESS MACHS
$867K
IPINTERNATIONAL PAPER CO
$858K
DISDISNEY WALT CO
$847K
TRGPTARGA RES CORP
$838K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$832K
WHGWESTWOOD HLDGS GROUP INC
$831K
ZZFCARPARTS COM INC
$824K
DC4DEXCOM INC
$776K
FRG1EURFRANCHISE GROUP INC
$775K
RSSSRESEARCH SOLUTIONS INC
$767K
TCBITEXAS CAP BANCSHARES INC
$751K
NXSTNEXSTAR MEDIA GROUP INC
$741K
FFWMFIRST FNDTN INC
$728K
AGCOAGCO CORP
$726K
GNRCGENERAC HLDGS INC
$702K
DLAPQDELTA APPAREL INC
$694K
WLLWHITING PETE CORP NEW
$688K
TAT&T INC
$667K
BANFBANCFIRST CORP
$666K
CRCTCRICUT INC
$652K
FOSLFOSSIL GROUP INC
$645K
KHCKRAFT HEINZ CO
$644K
EWJISHARES INC
$641K
TSNTYSON FOODS INC
$636K
XYZBLOCK INC
$596K
UNHUNITEDHEALTH GROUP INC
$592K
ICHRICHOR HOLDINGS
$570K
EPDENTERPRISE PRODS PARTNERS L
$552K
NYCBEURNEW YORK CMNTY BANCORP INC
$552K
TRNTRINITY INDS INC
$550K
TIPISHARES TR
$546K
JWNUSDNORDSTROM INC
$542K
BSETBASSETT FURNITURE INDS INC
$530K
CRMSALESFORCE COM INC
$510K
FFORD MTR CO DEL
$507K
FANGDIAMONDBACK ENERGY INC
$499K
FARMFARMER BROS CO
$495K
GROWU S GLOBAL INVS INC
$471K
ADMARCHER DANIELS MIDLAND CO
$470K
PKGPACKAGING CORP AMER
$462K
HONHONEYWELL INTL INC
$443K
MTUSTIMKENSTEEL CORPORATION
$442K
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