Hodges Capital Management Inc. Q2 2022 Filing
Filed July 28, 2022
Portfolio Value
$990.7M
Holdings
211
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (211 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $58.1M |
MTDRMATADOR RES CO | $39.1M |
CMCCOMMERCIAL METALS CO | $28.0M |
CLFCLEVELAND-CLIFFS INC NEW | $28.0M |
EXPEAGLE MATLS INC | $23.4M |
WIREEURENCORE WIRE CORP | $20.5M |
VSTOEURVISTA OUTDOOR INC | $18.8M |
SMSM ENERGY CO | $18.7M |
SIMOSILICON MOTION TECHNOLOGY CO | $18.1M |
CALYCALLAWAY GOLF CO | $18.0M |
ASOACADEMY SPORTS & OUTDOORS IN | $16.8M |
AZEKAZEK CO INC | $16.7M |
MSFTMICROSOFT CORP | $16.2M |
CNKCINEMARK HLDGS INC | $16.2M |
ONON SEMICONDUCTOR CORP | $15.7M |
EXECHESAPEAKE ENERGY CORP | $15.3M |
ULCCFRONTIER GROUP HLDGS INC | $15.1M |
VYXNCR CORP NEW | $14.2M |
UBERUBER TECHNOLOGIES INC | $13.9M |
GMGENERAL MTRS CO | $13.9M |
BLDRBUILDERS FIRSTSOURCE INC | $13.8M |
RVLVREVOLVE GROUP INC | $13.2M |
FCXFREEPORT-MCMORAN INC | $12.3M |
HTHHILLTOP HOLDINGS INC | $11.9M |
MUMICRON TECHNOLOGY INC | $11.3M |
TMHCTAYLOR MORRISON HOME CORP | $11.3M |
ETDETHAN ALLEN INTERIORS INC | $11.2M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $11.1M |
UPLDUPLAND SOFTWARE INC | $10.5M |
AAPLAPPLE INC | $10.5M |
DSGRLAWSON PRODS INC | $10.2M |
XOMEXXON MOBIL CORP | $9.4M |
CYBRCYBERARK SOFTWARE LTD | $9.4M |
ONONON HLDG AG | $9.2M |
TXRHTEXAS ROADHOUSE INC | $8.9M |
KEKIMBALL ELECTRONICS INC | $8.5M |
FDXFEDEX CORP | $8.5M |
ABNBAIRBNB INC | $8.4M |
BCBRUNSWICK CORP | $8.2M |
WFCWELLS FARGO CO NEW | $8.1M |
AIGAMERICAN INTL GROUP INC | $8.0M |
JNJJOHNSON & JOHNSON | $7.8M |
BYDBOYD GAMING CORP | $7.8M |
OKEONEOK INC NEW | $7.4M |
SFMSPROUTS FMRS MKT INC | $7.4M |
RHRH | $7.0M |
ABBVABBVIE INC | $6.8M |
EWCZEUROPEAN WAX CTR INC | $6.7M |
INMDINMODE LTD | $6.6M |
DIODDIODES INC | $6.6M |
SCVLSHOE CARNIVAL INC | $6.3M |
CBRLCRACKER BARREL OLD CTRY STOR | $6.2M |
NVDANVIDIA CORPORATION | $6.2M |
HDHOME DEPOT INC | $6.1M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $6.1M |
LFG1USDARCHAEA ENERGY INC | $6.0M |
BACBK OF AMERICA CORP | $5.9M |
THGHANOVER INS GROUP INC | $5.9M |
HANHAWAIIAN HOLDINGS INC | $5.9M |
QCOMQUALCOMM INC | $5.6M |
AMZNAMAZON COM INC | $5.5M |
KEXKIRBY CORP | $5.2M |
OGNORGANON & CO | $4.9M |
PBPROSPERITY BANCSHARES INC | $4.8M |
BROSDUTCH BROS INC | $4.8M |
MATXMATSON INC | $4.5M |
AVTAVNET INC | $4.4M |
0E41ENLINK MIDSTREAM LLC | $4.3M |
ITGRINTEGER HLDGS CORP | $4.3M |
WOLF*WOLFSPEED INC | $4.3M |
WMTWALMART INC | $4.2M |
SMCIUSDSUPER MICRO COMPUTER INC | $4.1M |
PEPPEPSICO INC | $4.0M |
METAFACEBOOK INC | $4.0M |
PXDEURPIONEER NAT RES CO | $4.0M |
AXPAMERICAN EXPRESS CO | $4.0M |
KLICKULICKE & SOFFA INDS INC | $3.9M |
TWLOTWILIO INC | $3.9M |
JPMJPMORGAN CHASE & CO | $3.8M |
MRKMERCK & CO. INC | $3.7M |
USX1UNITED STATES STL CORP NEW | $3.7M |
DYHTARGET CORP | $3.6M |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.5M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
UNPUNION PAC CORP | $3.3M |
LOWLOWES COS INC | $3.2M |
CATCATERPILLAR INC | $3.1M |
TXNTEXAS INSTRS INC | $2.9M |
DXYNDIXIE GROUP INC | $2.9M |
WHRWHIRLPOOL CORP | $2.8M |
CDEVEURCENTENNIAL RESOURCE DEV INC | $2.4M |
TFINTRIUMPH BANCORP INC | $2.3M |
PANWPALO ALTO NETWORKS INC | $2.3M |
SOYSUNOPTA INC | $2.2M |
DEDEERE & CO | $2.1M |
LUVSOUTHWEST AIRLS CO | $2.1M |
COPCONOCOPHILLIPS | $2.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.0M |
KOCOCA COLA CO | $2.0M |
CMACOMERICA INC | $2.0M |
Page 1 of 3Next