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
ISRGINTUITIVE SURGICAL INC
$4.0M
PEPPEPSICO INC
$4.0M
BLBDBLUE BIRD CORP
$3.0M
MDTMEDTRONIC PLC
$3.0M
IBMINTERNATIONAL BUSINESS MACHS
$3.0M
GBXGREENBRIER COS INC
$3.0M
SCHWSCHWAB CHARLES CORP
$3.0M
GOOGALPHABET INC
$3.0M
OCOWENS CORNING NEW
$3.0M
KNKNOWLES CORP
$3.0M
METAMETA PLATFORMS INC
$3.0M
FCFSFIRSTCASH HOLDINGS INC
$3.0M
LOWLOWES COS INC
$3.0M
DWDMORGAN STANLEY
$3.0M
BANFBANCFIRST CORP
$3.0M
STRSSTRATUS PPTYS INC
$3.0M
DEDEERE & CO
$3.0M
UNPUNION PAC CORP
$3.0M
SLNDSOUTHLAND HLDGS INC
$2.0M
PANWPALO ALTO NETWORKS INC
$2.0M
AMKASSETMARK FINL HLDGS INC
$2.0M
GFFGRIFFON CORP
$2.0M
CVGWCALAVO GROWERS INC
$2.0M
0E41ENLINK MIDSTREAM LLC
$2.0M
AGCOAGCO CORP
$2.0M
JNJJOHNSON & JOHNSON
$2.0M
NXTNEXTRACKER INC
$2.0M
SL2SLEEP NUMBER CORP
$2.0M
TIPTTIPTREE INC
$2.0M
PLABPHOTRONICS INC
$2.0M
TNADIREXION SHS ETF TR
$1.0M
FANGDIAMONDBACK ENERGY INC
$1.0M
BACVERIZON COMMUNICATIONS INC
$1.0M
PGPROCTER AND GAMBLE CO
$1.0M
GOOGLALPHABET INC
$1.0M
SFMSPROUTS FMRS MKT INC
$1.0M
AEPAMERICAN ELEC PWR CO INC
$1.0M
GQ9SPDR GOLD TR
$1.0M
SFIXSTITCH FIX INC
$1.0M
AZEKAZEK CO INC
$1.0M
SLBSCHLUMBERGER LTD
$1.0M
BXBLACKSTONE INC
$1.0M
HPHELMERICH & PAYNE INC
$1.0M
RSSSRESEARCH SOLUTIONS INC
$1.0M
VVISA INC
$1.0M
NOGNORTHERN OIL & GAS INC
$1.0M
CBCHUBB LIMITED
$1.0M
CVXCHEVRON CORP NEW
$1.0M
FFORD MTR CO DEL
$1.0M
PTBPOTBELLY CORP
$1.0M
CSWCCAPITAL SOUTHWEST CORP
$1.0M
INTCINTEL CORP
$1.0M
VSTVISTRA CORP
$1.0M
DVNDEVON ENERGY CORP NEW
$925K
URIUNITED RENTALS INC
$853K
KOCOCA COLA CO
$835K
MMM3M CO
$824K
TXNTEXAS INSTRS INC
$819K
BDXBECTON DICKINSON & CO
$819K
SMCIUSDSUPER MICRO COMPUTER INC
$808K
IRMIRON MTN INC DEL
$783K
RIGTRANSOCEAN LTD
$781K
GEGGEO GROUP INC NEW
$776K
TAT&T INC
$761K
AVGOBROADCOM INC
$684K
CFRCULLEN FROST BANKERS INC
$651K
PXDEURPIONEER NAT RES CO
$626K
USACUSA COMPRESSION PARTNERS LP
$595K
MYEMYERS INDS INC
$562K
ORLYOREILLY AUTOMOTIVE INC
$548K
MAMASTERCARD INCORPORATED
$544K
WFCWELLS FARGO CO NEW
$538K
EPDENTERPRISE PRODS PARTNERS L
$537K
UNHUNITEDHEALTH GROUP INC
$482K
NYCBEURNEW YORK CMNTY BANCORP INC
$480K
DUKDUKE ENERGY CORP NEW
$445K
GUSHDIREXION SHS ETF TR
$410K
GMGENERAL MTRS CO
$408K
AMDADVANCED MICRO DEVICES INC
$404K
CRMSALESFORCE INC
$403K
LMTLOCKHEED MARTIN CORP
$402K
UPSUNITED PARCEL SERVICE INC
$392K
EWJISHARES INC
$386K
DOWDOW INC
$385K
HRHEALTHCARE RLTY TR
$383K
AMATAPPLIED MATLS INC
$371K
KKRKKR & CO INC
$354K
DC4DEXCOM INC
$347K
PFEPFIZER INC
$337K
DHID R HORTON INC
$334K
DRIDARDEN RESTAURANTS INC
$308K
TFCTRUIST FINL CORP
$277K
TSCOTRACTOR SUPPLY CO
$267K
TSLATESLA INC
$266K
VRTVERTIV HOLDINGS CO
$255K
GMREUSDGLOBAL MED REIT INC
$247K
QCOMQUALCOMM INC
$245K
AZOAUTOZONE INC
$236K
SNOWSNOWFLAKE INC
$230K
FARMFARMER BROS CO
$218K
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