Hodges Capital Management Inc. Q2 2021 Filing
Filed July 6, 2021
Portfolio Value
$892.3M
Holdings
244
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND C | $52.0M |
CMCCOMMERCIAL METALS CO | $23.8M |
CLFCLEVELAND-CLIFFS INC | $21.2M |
EXPEAGLE MATLS INC | $18.5M |
MTDRMATADOR RES CO | $18.0M |
GMGENERAL MTRS CO | $17.4M |
GDRXGOODRX HLDGS INC | $17.3M |
TMHCTAYLOR MORRISON HOME | $15.0M |
VSTOEURVISTA OUTDOOR INC | $14.6M |
SAVESPIRIT AIRLS INC | $14.3M |
CRCTCRICUT INC | $14.2M |
NCLHNORWEGIAN CRUISE LIN | $13.6M |
MSFTMICROSOFT CORP | $13.6M |
AZEKAZEK CO INC | $13.1M |
MRNAMODERNA INC | $12.5M |
TPDTEMPUR SEALY INTL IN | $11.3M |
VYXNCR CORP NEW | $10.8M |
HTHHILLTOP HOLDINGS INC | $10.1M |
AAPLAPPLE INC | $9.8M |
BLDRBUILDERS FIRSTSOURCE | $9.8M |
TRIPTRIPADVISOR INC | $9.5M |
FDXFEDEX CORP | $9.3M |
MUMICRON TECHNOLOGY IN | $9.1M |
NLSUSDNAUTILUS INC | $9.0M |
METAFACEBOOK INC | $8.9M |
SCHWSCHWAB CHARLES CORP | $8.7M |
ZZFCARPARTS COM INC | $8.5M |
—LUBYS INC | $8.5M |
DBDEUTSCHE BANK A G | $8.1M |
RVLVREVOLVE GROUP INC | $7.9M |
BYDBOYD GAMING CORP | $7.6M |
INMDINMODE LTD | $7.5M |
ABNBAIRBNB INC | $7.4M |
UBERUBER TECHNOLOGIES IN | $7.4M |
SNAPSNAP INC | $7.4M |
RHRH | $7.3M |
JWNUSDNORDSTROM INC | $7.0M |
S9QSPIRIT AEROSYSTEMS H | $7.0M |
TFINTRIUMPH BANCORP INC | $6.9M |
AWMSKYWORKS SOLUTIONS I | $6.8M |
FCXFREEPORT-MCMORAN INC | $6.8M |
DLTHDULUTH HLDGS INC | $6.7M |
JNJJOHNSON & JOHNSON | $6.6M |
DKNG1USDDRAFTKINGS INC | $6.5M |
SOYSUNOPTA INC | $6.5M |
HDHOME DEPOT INC | $6.3M |
SIMOSILICON MOTION TECHN | $6.3M |
XOMEXXON MOBIL CORP | $6.2M |
BCBRUNSWICK CORP | $6.1M |
OKEONEOK INC NEW | $6.1M |
EATBRINKER INTL INC | $5.9M |
ABBVABBVIE INC | $5.9M |
PYPLPAYPAL HLDGS INC | $5.9M |
WMTWALMART INC | $5.7M |
ONON SEMICONDUCTOR COR | $5.6M |
S7VSALLY BEAUTY HLDGS I | $5.6M |
ETDETHAN ALLEN INTERIOR | $5.5M |
TWLOTWILIO INC | $5.5M |
BERYEURBERRY GLOBAL GROUP I | $5.4M |
UPLDUPLAND SOFTWARE INC | $5.4M |
SCVLSHOE CARNIVAL INC | $5.3M |
FIVNFIVE9 INC | $5.2M |
SMSM ENERGY CO | $5.2M |
—CREE INC | $5.1M |
OCOWENS CORNING NEW | $4.8M |
BRBR1GBPBELLRING BRANDS INC | $4.7M |
USCRU S CONCRETE INC | $4.6M |
ACHCACADIA HEALTHCARE CO | $4.5M |
NVCRNOVOCURE LTD | $4.4M |
SLBSCHLUMBERGER LTD | $4.4M |
GPKGRAPHIC PACKAGING HL | $4.3M |
WIREEURENCORE WIRE CORP | $4.1M |
GSHDGOOSEHEAD INS INC | $4.1M |
PBPROSPERITY BANCSHARE | $4.1M |
BACBK OF AMERICA CORP | $4.1M |
QCOMQUALCOMM INC | $4.0M |
AMZNAMAZON COM INC | $4.0M |
WHRWHIRLPOOL CORP | $3.9M |
KEKIMBALL ELECTRONICS | $3.8M |
DXYNDIXIE GROUP INC | $3.7M |
VRMUSDVROOM INC | $3.7M |
EYENATIONAL VISION HLDG | $3.7M |
BABOEING CO | $3.6M |
CRMTAMERICAS CAR-MART IN | $3.5M |
FOSLFOSSIL GROUP INC | $3.4M |
KLICKULICKE & SOFFA INDS | $3.4M |
NMIHNMI HLDGS INC | $3.4M |
PXDEURPIONEER NAT RES CO | $3.3M |
CBRLCRACKER BARREL OLD C | $3.3M |
IBMINTERNATIONAL BUSINE | $3.2M |
0E41ENLINK MIDSTREAM LLC | $3.1M |
BRK/BBERKSHIRE HATHAWAY I | $3.1M |
ASOACADEMY SPORTS & OUT | $3.1M |
LOWLOWES COS INC | $3.1M |
IPINTERNATIONAL PAPER | $3.1M |
CNKCINEMARK HLDGS INC | $3.0M |
BMYBRISTOL-MYERS SQUIBB | $3.0M |
PEPPEPSICO INC | $2.9M |
CNXCNX RES CORP | $2.8M |
GQ9SPDR GOLD TR | $2.8M |
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