Hodges Capital Management Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.0B
Holdings
209
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (209 positions)
| Stock | Value |
|---|---|
TPLTexas Pacific Land Corporation | $39.6M |
UBERUber Technologies Inc | $34.2M |
NVDANvidia Corporation | $33.9M |
SNSharkninja Inc | $28.2M |
MTDRMatador Resources Co | $26.7M |
MSFTMicrosoft Corp | $26.0M |
DKNGDraftkings Inc Cl A | $24.4M |
EXPEagle Materials Inc | $21.5M |
KEXKirby Corp | $20.1M |
CLFCleveland-Cliffs Inc | $20.1M |
FCXFreeport-Mcmoran Inc Cl B | $19.9M |
PLTRPalantir Technologies Inc Cl A | $18.8M |
WULFTerawulf Inc | $17.8M |
ONONOn Holding Ag Namen Akt A | $17.6M |
BANCBanc Of California Inc | $16.2M |
AMZNAmazon.Com Inc | $14.9M |
EXEExpand Energy Corporation | $14.2M |
TSMTaiwan Semiconductor Mfg Ltd S | $14.2M |
MUMicron Technology Inc | $13.6M |
TMHCTaylor Morrison Home Corp | $12.5M |
CMCCommercial Metals Co | $12.3M |
OKEOneok Inc | $12.0M |
CRSCarpenter Technology Corp | $11.7M |
AAPLApple Inc | $11.6M |
TCBITexas Cap Bancshares Inc | $11.0M |
HPEHewlett Packard Enterprise Co | $10.9M |
TSLATesla Inc | $10.8M |
GEGGeo Group Inc | $10.7M |
JPMJpmorgan Chase & Co | $10.5M |
WMTWal-Mart Inc | $10.5M |
ASOAcademy Sports & Outdoors Inc | $10.4M |
ETDEthan Allen Interiors Inc | $10.3M |
RHRh | $10.2M |
POWLPowell Industries Inc | $10.2M |
GENIGenius Sports Ltd Npv | $10.1M |
CYBRCyberark Software Ltd | $9.9M |
AVNWAviat Networks Inc New | $9.4M |
WYNNWynn Resorts Ltd | $9.4M |
BABoeing Co | $9.2M |
METAMeta Platforms Inc Cl A | $8.8M |
HDHome Depot Inc | $8.7M |
LLYEli Lilly & Co | $8.4M |
SCVLShoe Carnival Inc | $8.2M |
PTLOPortillos Inc Cl A | $8.2M |
GPIGroup 1 Automotive Inc | $8.2M |
HALOHalozyme Therapeutics Inc | $7.9M |
MXLMaxlinear Inc | $7.5M |
TSEMTower Semiconductor Ltd New | $7.4M |
WFCWells Fargo Co | $7.0M |
XOMExxon Mobile Corp | $7.0M |
PRPermian Resources Corp Class A | $6.9M |
THGHanover Insurance Group Inc | $6.8M |
VSTVistra Corp | $6.8M |
IBMIntl Business Machines | $6.7M |
AVGOBroadcom Inc | $6.4M |
HTHHilltop Holdings Inc | $6.3M |
GPORGulfport Energy Operating Corp | $6.2M |
CNKCinemark Holdings Inc | $6.1M |
ABBVAbbvie Inc | $6.0M |
NVGSNavigator Holdings Ltd | $6.0M |
GSGoldman Sachs Group Inc | $5.9M |
TRVCCitigroup Inc New | $5.8M |
PBProsperity Bancshares Inc | $5.8M |
CATCaterpillar Inc | $5.7M |
HOMBHome Bancshares Inc | $5.6M |
SPOTSpotify Technology Sa Call Opt | $5.5M |
SFIXStitch Fix Inc Cl A | $5.4M |
YOUClear Secure Inc Cl A | $5.3M |
AXPAmerican Express Co | $5.0M |
BANFBancfirst Corp | $4.7M |
AIOTPowerfleet Inc | $4.7M |
MTZMastec Inc | $4.6M |
ISRGIntuitive Surgical Inc New | $4.6M |
SOYSunopta Inc | $4.4M |
TFINTriumph Financial Inc | $4.2M |
RPCP10 Inc Cl A | $4.2M |
BRK/BBerkshire Hathaway Inc Cl B Ne | $4.2M |
TPCTutor Perini Corp | $3.9M |
DWDMorgan Stanley | $3.9M |
BYDBoyd Gaming Corp | $3.7M |
TXRHTexas Roadhouse Inc | $3.5M |
SPOTSpotify Technology Sa | $3.5M |
LIFLife360 Inc | $3.4M |
OCOwens Corning New | $3.4M |
VVisa Inc Cl A | $3.4M |
KTOSKratos Defense & Sec Solutions | $3.3M |
COSTCostco Wholesale Corp | $3.3M |
PRIMPrimoris Services Corp | $3.3M |
AMGNAmgen Inc | $3.3M |
HMNHorace Mann Educators Corp | $3.2M |
RHCrh Plc | $3.2M |
KTBKontoor Brands Inc Com | $3.2M |
MMM3M Co | $3.2M |
BLDRBuilders Firstsource Inc | $3.0M |
BRBRBellring Brands Inc Common Sto | $2.9M |
PTBPotbelly Corp | $2.8M |
STRSStratus Properties Inc New | $2.7M |
ABNBAirbnb Inc Cl A | $2.7M |
BLBDBlue Bird Corp | $2.6M |
VRNSVaronis Systems Inc | $2.6M |
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