Hodges Capital Management Inc. Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$1.7B

Holdings

220

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
VRAYQVIEWRAY INC
$1.0B
EXPEAGLE MATLS INC
$71.0M
WIREEURENCORE WIRE CORP
$66.0M
MTDRMATADOR RES CO
$64.0M
UBERUBER TECHNOLOGIES INC
$51.0M
CLFCLEVELAND-CLIFFS INC NEW
$47.0M
ONONON HLDG AG
$39.0M
NCLHNORWEGIAN CRUISE LINE HLDG L
$36.0M
CALYTOPGOLF CALLAWAY BRANDS CORP
$33.0M
TMHCTAYLOR MORRISON HOME CORP
$31.0M
EXECHESAPEAKE ENERGY CORP
$30.0M
ONON SEMICONDUCTOR CORP
$30.0M
ULCCFRONTIER GROUP HLDGS INC
$30.0M
CMCCOMMERCIAL METALS CO
$27.0M
SCHWSCHWAB CHARLES CORP
$26.0M
CNKCINEMARK HLDGS INC
$26.0M
FOURSHIFT4 PMTS INC
$24.0M
MSFTMICROSOFT CORP
$23.0M
HTHHILLTOP HOLDINGS INC
$21.0M
KEKIMBALL ELECTRONICS INC
$20.0M
FCXFREEPORT-MCMORAN INC
$20.0M
VYXNCR CORP NEW
$20.0M
SMSM ENERGY CO
$20.0M
ETDETHAN ALLEN INTERIORS INC
$19.0M
VSTOEURVISTA OUTDOOR INC
$19.0M
BLDRBUILDERS FIRSTSOURCE INC
$18.0M
CFRCULLEN FROST BANKERS INC
$18.0M
INMDINMODE LTD
$17.0M
MUMICRON TECHNOLOGY INC
$17.0M
AAPLAPPLE INC
$17.0M
DKNGDRAFTKINGS INC NEW
$16.0M
SOYSUNOPTA INC
$16.0M
DIODDIODES INC
$16.0M
BLCOBAUSCH PLUS LOMB CORP
$15.0M
SCVLSHOE CARNIVAL INC
$15.0M
XOMEXXON MOBIL CORP
$14.0M
TOSTTOAST INC
$13.0M
UPLDUPLAND SOFTWARE INC
$12.0M
USPHU S PHYSICAL THERAPY
$12.0M
DSGRDISTRIBUTION SOLUTIONS GRP I
$12.0M
PRPERMIAN RESOURCES CORP
$12.0M
BCBRUNSWICK CORP
$12.0M
GPIGROUP 1 AUTOMOTIVE INC
$12.0M
KEXKIRBY CORP
$11.0M
GEGGEO GROUP INC NEW
$11.0M
SFMSPROUTS FMRS MKT INC
$11.0M
PUMPPROPETRO HLDG CORP
$11.0M
GMGENERAL MTRS CO
$11.0M
SBDSSOLO BRANDS INC
$10.0M
GPKGRAPHIC PACKAGING HLDG CO
$10.0M
WYNNWYNN RESORTS LTD
$10.0M
RHRH
$10.0M
APPAPPLOVIN CORP
$9.0M
GLWCORNING INC
$9.0M
OKEONEOK INC NEW
$9.0M
ALKALASKA AIR GROUP INC
$9.0M
TFINTRIUMPH FINANCIAL INC
$8.0M
NVONOVO-NORDISK A S
$8.0M
ASOACADEMY SPORTS & OUTDOORS IN
$7.0M
TSLATESLA INC
$7.0M
IBTXUSDINDEPENDENT BANK GROUP INC
$7.0M
HDHOME DEPOT INC
$7.0M
KNKNOWLES CORP
$7.0M
BABOEING CO
$6.0M
AMZNAMAZON COM INC
$6.0M
TXRHTEXAS ROADHOUSE INC
$6.0M
ABNBAIRBNB INC
$6.0M
AXPAMERICAN EXPRESS CO
$6.0M
PBPROSPERITY BANCSHARES INC
$6.0M
HOMBHOME BANCSHARES INC
$6.0M
JPMJPMORGAN CHASE & CO
$6.0M
BYDBOYD GAMING CORP
$6.0M
MRKMERCK & CO INC
$6.0M
RPCP10 INC
$6.0M
LOVELOVESAC COMPANY
$6.0M
PEPPEPSICO INC
$5.0M
FDXFEDEX CORP
$5.0M
COINCOINBASE GLOBAL INC
$5.0M
GSHDGOOSEHEAD INS INC
$5.0M
RVLVREVOLVE GROUP INC
$5.0M
CHRDCHORD ENERGY CORPORATION
$5.0M
ABBVABBVIE INC
$5.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$5.0M
EYENATIONAL VISION HLDGS INC
$5.0M
AVNWAVIAT NETWORKS INC
$5.0M
SIMOSILICON MOTION TECHNOLOGY CO
$5.0M
ALGALAMO GROUP INC
$5.0M
TCBITEXAS CAP BANCSHARES INC
$5.0M
LOWLOWES COS INC
$4.0M
THSTREEHOUSE FOODS INC
$4.0M
AMGNAMGEN INC
$4.0M
JNJJOHNSON & JOHNSON
$4.0M
TXNTEXAS INSTRS INC
$4.0M
STRSSTRATUS PPTYS INC
$4.0M
BANFBANCFIRST CORP
$4.0M
UPSUNITED PARCEL SERVICE INC
$4.0M
AZZAZZ INC
$4.0M
GSGOLDMAN SACHS GROUP INC
$4.0M
CVGWCALAVO GROWERS INC
$3.0M
ICHRICHOR HOLDINGS
$3.0M
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