Hodges Capital Management Inc. Q2 2020 Filing
Filed July 22, 2020
Portfolio Value
$489.8B
Holdings
192
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (192 positions)
| Stock | Value |
|---|---|
TPLUSDTEXAS PAC LD TR | $28.7M |
CMCCOMMERCIAL METALS CO | $23.6M |
MTDRMATADOR RES CO | $11.7M |
EXPEAGLE MATERIALS INC | $11.6M |
MSFTMICROSOFT CORP | $10.2M |
HTHHILLTOP HOLDINGS INC | $10.1M |
USCRU S CONCRETE INC | $10.1M |
SDGRSCHRODINGER INC | $8.5M |
AAPLAPPLE INC | $7.9M |
TMHCTAYLOR MORRISON HOME | $7.4M |
VYXNCR CORP NEW | $7.1M |
NMIHNMI HLDGS INC | $7.0M |
FIVNFIVE9 INC | $6.9M |
LUVSOUTHWEST AIRLS CO | $6.9M |
METAFACEBOOK INC | $6.8M |
CLFCLEVELAND CLIFFS INC | $6.7M |
RVLVREVOLVE GROUP INC | $6.2M |
RDFNREDFIN CORP | $6.1M |
SNAPSNAP INC | $6.1M |
—CREE INC | $6.1M |
JNJJOHNSON & JOHNSON | $6.0M |
BCBRUNSWICK CORP | $5.9M |
ABBVABBVIE INC | $5.6M |
MUMICRON TECHNOLOGY IN | $5.5M |
EXASEXACT SCIENCES CORP | $5.4M |
EBSEMERGENT BIOSOLUTION | $5.3M |
HDHOME DEPOT INC | $5.0M |
CRMTAMERICAS CAR MART IN | $5.0M |
RHRH | $4.7M |
RHPRYMAN HOSPITALITY PP | $4.7M |
AEOAMERICAN EAGLE OUTFI | $4.7M |
TNDMTANDEM DIABETES CARE | $4.6M |
STNGSCORPIO TANKERS INC | $4.6M |
AMZNAMAZON COM INC | $4.5M |
TSEMTOWER SEMICONDUCTOR | $4.5M |
OCOWENS CORNING NEW | $4.5M |
AZTABROOKS AUTOMATION IN | $4.4M |
BABOEING CO | $4.2M |
NLSUSDNAUTILUS INC | $4.1M |
MRKMERCK & CO. INC | $4.1M |
OKEONEOK INC NEW | $3.8M |
HANHAWAIIAN HOLDINGS IN | $3.8M |
WMTWALMART INC | $3.7M |
BACBK OF AMERICA CORP | $3.7M |
CHGGCHEGG INC | $3.6M |
UBERUBER TECHNOLOGIES IN | $3.6M |
—PARSLEY ENERGY INC | $3.6M |
TXRHTEXAS ROADHOUSE INC | $3.6M |
—LUBYS INC | $3.6M |
PYPLPAYPAL HLDGS INC | $3.6M |
INMDINMODE LTD | $3.6M |
TAT&T INC | $3.4M |
WIREEURENCORE WIRE CORP | $3.3M |
FNDFLOOR & DECOR HLDGS | $3.3M |
DLTHDULUTH HLDGS INC | $3.3M |
CRKCOMSTOCK RES INC | $3.2M |
TFINTRIUMPH BANCORP INC | $3.2M |
TWLOTWILIO INC | $3.1M |
AWMSKYWORKS SOLUTIONS I | $3.1M |
THGHANOVER INS GROUP IN | $3.1M |
KLICKULICKE & SOFFA INDS | $3.1M |
TWTRADEWEB MKTS INC | $3.0M |
NGVTINGEVITY CORP | $3.0M |
TWTRUSDTWITTER INC | $3.0M |
VVISA INC | $2.9M |
BACVERIZON COMMUNICATIO | $2.9M |
IRWDIRONWOOD PHARMACEUTI | $2.8M |
GEGGEO GROUP INC NEW | $2.8M |
IPINTL PAPER CO | $2.7M |
GKDGRAND CANYON ED INC | $2.5M |
NCLHNORWEGIAN CRUISE LIN | $2.4M |
FDXFEDEX CORP | $2.3M |
ENVUSDENVESTNET INC | $2.3M |
—2U INC | $2.3M |
CALYCALLAWAY GOLF CO | $2.3M |
KOCOCA COLA CO | $2.1M |
PRIMPRIMORIS SVCS CORP | $2.1M |
LOWLOWES COS INC | $2.0M |
MRTNMARTEN TRANS LTD | $2.0M |
CSCOCISCO SYS INC | $1.9M |
CNKCINEMARK HOLDINGS IN | $1.9M |
PEPPEPSICO INC | $1.8M |
DISDISNEY WALT CO | $1.8M |
JPMJPMORGAN CHASE & CO | $1.8M |
SCVLSHOE CARNIVAL INC | $1.8M |
CCSCENTURY CMNTYS INC | $1.7M |
QLYSQUALYS INC | $1.7M |
XOMEXXON MOBIL CORP | $1.7M |
WFCWELLS FARGO CO NEW | $1.7M |
ABTABBOTT LABS | $1.7M |
DALDELTA AIR LINES INC | $1.6M |
DXYNDIXIE GROUP INC | $1.6M |
0E41ENLINK MIDSTREAM LLC | $1.6M |
GPKGRAPHIC PACKAGING HL | $1.5M |
VSTOEURVISTA OUTDOOR INC | $1.5M |
INTCINTEL CORP | $1.4M |
UNPUNION PAC CORP | $1.4M |
SFIXSTITCH FIX INC | $1.4M |
URIUNITED RENTALS INC | $1.4M |
UPSUNITED PARCEL SERVIC | $1.3M |
Page 1 of 2Next