Hodges Capital Management Inc. Q3 2018 Filing

Filed October 29, 2018

Portfolio Value

$1.4T

Holdings

256

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (256 positions)

StockValue
Energy Transfer Operating LP L
$415.0M
TMToyota Motor Corp Sp ADR 2
$401.0M
FCXFreeport-McMoran Inc Cl B
$397.0M
Contura Energy Inc
$396.0M
LLYLilly Eli & Co
$395.0M
SLBSchlumberger Ltd
$394.0M
GlaxoSmithKline PLC Sp ADR
$394.0M
Alphabet Inc Cap Stock Cl C
$388.0M
G1 Therapeutics Inc
$385.0M
Whiting Petroleum Corp
$371.0M
ATOAtmos Energy Corp
$367.0M
UTGReaves Utility Income Fund
$364.0M
GILDGilead Sciences Inc
$364.0M
BPBP PLC Sp ADR
$356.0M
Twitter Inc
$353.0M
Controladora Vuela Cia DE Avia
$351.0M
NVDANVIDIA Corp
$337.0M
LADLithia Motors Inc Cl A
$329.0M
CPRTCopart Inc
$327.0M
CMICummins Inc
$308.0M
Hodges Small Instrinsic Fund
$305.0M
Lazard Ltd A
$303.0M
4I1Philip Morris Intl Inc
$302.0M
MMM3M Co
$295.0M
BOXDropbox Inc Cl A
$282.0M
UPSUnited Parcel Service Inc Cl B
$277.0M
SOSouthern Co
$270.0M
AIGAmerican Intl Group Inc
$266.0M
XELXcel Energy Inc
$258.0M
EWWiShares MSCI Mex Cap ETF
$256.0M
HBC2HSBC Holdings PLC Sp ADR
$253.0M
Activision Blizzard Inc
$245.0M
EPDEnterprise Products Partners L
$244.0M
IberiaBank Corp
$244.0M
TWLOTwilio Inc Cl A
$242.0M
LGIHLgi Homes Inc
$240.0M
MOAltria Group Inc
$240.0M
KMBKimberly Clark Corp
$237.0M
SEISolaris Oilfield Infrast Inc C
$236.0M
SBUXStarbucks Corp
$234.0M
PXDEURPioneer Natural Resources Co
$231.0M
BBBlackberry Ltd
$228.0M
AGCOAGCO Corp
$217.0M
CFCF Industries Holdings Inc
$212.0M
DWDMorgan Stanley
$210.0M
RIGTransocean Ltd Reg
$209.0M
WTTRSelect Energy Services Inc Cl
$185.0M
Hallmark Financial Services In
$177.0M
Gopro Inc Cl A
$144.0M
MVC Capital Inc
$96.0M
Capstead Mtg Corp
$79.0M
Oncomed Pharmaceuticals Inc
$33.0M
Approach Resources Inc
$22.0M
Quaterra Resources Inc
$4.0M
Select Sands Corp
$2.0M
Ra Global Services Inc
$0
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