Hodges Capital Management Inc. Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.6B

Holdings

219

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (219 positions)

StockValue
WIREEURENCORE WIRE CORP
$75.0M
MTDRMATADOR RES CO
$58.0M
CLFCLEVELAND-CLIFFS INC NEW
$47.0M
UBERUBER TECHNOLOGIES INC
$45.0M
EXPEAGLE MATLS INC
$44.0M
SLND/WSSOUTHLAND HLDGS INC
$42.0M
DKNGDRAFTKINGS INC NEW
$29.0M
ONONON HLDG AG
$29.0M
PRPERMIAN RESOURCES CORP
$28.0M
MSFTMICROSOFT CORP
$26.0M
BANCBANC OF CALIFORNIA INC
$26.0M
CALYTOPGOLF CALLAWAY BRANDS CORP
$25.0M
FCXFREEPORT-MCMORAN INC
$25.0M
NCLHNORWEGIAN CRUISE LINE HLDG L
$23.0M
TMHCTAYLOR MORRISON HOME CORP
$22.0M
WYNNWYNN RESORTS LTD
$22.0M
ABNBAIRBNB INC
$21.0M
SCVLSHOE CARNIVAL INC
$20.0M
NVONOVO-NORDISK A S
$20.0M
MUMICRON TECHNOLOGY INC
$20.0M
SOYSUNOPTA INC
$19.0M
FOURSHIFT4 PMTS INC
$19.0M
ONON SEMICONDUCTOR CORP
$17.0M
ETDETHAN ALLEN INTERIORS INC
$16.0M
DVDOUBLEVERIFY HLDGS INC
$16.0M
IBTXUSDINDEPENDENT BANK GROUP INC
$15.0M
EVHEVOLENT HEALTH INC
$15.0M
HTHHILLTOP HOLDINGS INC
$14.0M
SYMSYMBOTIC INC
$14.0M
CMCCOMMERCIAL METALS CO
$14.0M
AAPLAPPLE INC
$13.0M
KEKIMBALL ELECTRONICS INC
$12.0M
EXECHESAPEAKE ENERGY CORP
$12.0M
HALOHALOZYME THERAPEUTICS INC
$12.0M
XOMEXXON MOBIL CORP
$12.0M
ASOACADEMY SPORTS & OUTDOORS IN
$11.0M
BCBRUNSWICK CORP
$11.0M
CNKCINEMARK HLDGS INC
$11.0M
OKEONEOK INC NEW
$11.0M
OVERBEYOND INC
$10.0M
SMSM ENERGY CO
$10.0M
AMZNAMAZON COM INC
$10.0M
JPMJPMORGAN CHASE & CO
$10.0M
CALMCAL MAINE FOODS INC
$9.0M
COHRCOHERENT CORP
$9.0M
TCBITEXAS CAP BANCSHARES INC
$9.0M
GPKGRAPHIC PACKAGING HLDG CO
$9.0M
MRKMERCK & CO INC
$8.0M
ALKALASKA AIR GROUP INC
$8.0M
BABOEING CO
$8.0M
BLDRBUILDERS FIRSTSOURCE INC
$8.0M
NVGSNAVIGATOR HLDGS LTD
$8.0M
TFINTRIUMPH FINANCIAL INC
$8.0M
DIODDIODES INC
$8.0M
HDHOME DEPOT INC
$7.0M
TSNTYSON FOODS INC
$7.0M
CATCATERPILLAR INC
$7.0M
AVNWAVIAT NETWORKS INC
$7.0M
ALGALAMO GROUP INC
$7.0M
CRSCARPENTER TECHNOLOGY CORP
$7.0M
IRWDIRONWOOD PHARMACEUTICALS INC
$7.0M
WMTWALMART INC
$7.0M
BRBRBELLRING BRANDS INC
$7.0M
TXRHTEXAS ROADHOUSE INC
$6.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$6.0M
PBPROSPERITY BANCSHARES INC
$6.0M
CARTMAPLEBEAR INC
$6.0M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$6.0M
GPIGROUP 1 AUTOMOTIVE INC
$6.0M
AMGNAMGEN INC
$5.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
CYBRCYBERARK SOFTWARE LTD
$5.0M
BACBANK AMERICA CORP
$5.0M
ETENERGY TRANSFER L P
$5.0M
KEXKIRBY CORP
$5.0M
DGIIDIGI INTL INC
$5.0M
GSGOLDMAN SACHS GROUP INC
$5.0M
ICHRICHOR HOLDINGS
$5.0M
CHRDCHORD ENERGY CORPORATION
$5.0M
DALDELTA AIR LINES INC DEL
$5.0M
ABBVABBVIE INC
$5.0M
FT2FIRST HORIZON CORPORATION
$5.0M
AESIATLAS ENERGY SOLUTIONS INC
$5.0M
RHRH
$5.0M
HOMBHOME BANCSHARES INC
$5.0M
ACAARCOSA INC
$5.0M
VYXNCR VOYIX CORPORATION
$4.0M
MCDMCDONALDS CORP
$4.0M
TSEMTOWER SEMICONDUCTOR LTD
$4.0M
VSTOEURVISTA OUTDOOR INC
$4.0M
AXPAMERICAN EXPRESS CO
$4.0M
PARPAR TECHNOLOGY CORP
$4.0M
ZETAZETA GLOBAL HOLDINGS CORP
$4.0M
ALKTALKAMI TECHNOLOGY INC
$4.0M
COPCONOCOPHILLIPS
$4.0M
FDXFEDEX CORP
$4.0M
GPORGULFPORT ENERGY CORP
$4.0M
PUMPPROPETRO HLDG CORP
$4.0M
VRNSVARONIS SYS INC
$4.0M
UPLDUPLAND SOFTWARE INC
$4.0M
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