Hodges Capital Management Inc. Q3 2022 Filing

Filed October 21, 2022

Portfolio Value

$607.7M

Holdings

201

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$39.7M
MTDRMATADOR RES CO
$22.3M
WIREEURENCORE WIRE CORP
$20.0M
CMCCOMMERCIAL METALS CO
$18.0M
CLFCLEVELAND-CLIFFS INC NEW
$14.8M
EXPEAGLE MATLS INC
$13.2M
MSFTMICROSOFT CORP
$12.3M
UBERUBER TECHNOLOGIES INC
$11.9M
GMGENERAL MTRS CO
$11.6M
VSTOEURVISTA OUTDOOR INC
$10.9M
CALYCALLAWAY GOLF CO
$10.8M
EXECHESAPEAKE ENERGY CORP
$10.5M
SMSM ENERGY CO
$10.4M
ONON SEMICONDUCTOR CORP
$10.1M
AZEKAZEK CO INC
$9.5M
AAPLAPPLE INC
$8.7M
ASOACADEMY SPORTS & OUTDOORS IN
$8.6M
FCXFREEPORT-MCMORAN INC
$8.2M
RVLVREVOLVE GROUP INC
$7.8M
XOMEXXON MOBIL CORP
$7.6M
VYXNCR CORP NEW
$7.2M
ONONON HLDG AG
$7.1M
CNKCINEMARK HLDGS INC
$6.9M
ETDETHAN ALLEN INTERIORS INC
$6.5M
MUMICRON TECHNOLOGY INC
$6.4M
TMHCTAYLOR MORRISON HOME CORP
$6.3M
BLDRBUILDERS FIRSTSOURCE INC
$6.2M
ABNBAIRBNB INC
$6.2M
NCLHNORWEGIAN CRUISE LINE HLDG L
$6.1M
JNJJOHNSON & JOHNSON
$5.9M
HTHHILLTOP HOLDINGS INC
$5.9M
ULCCFRONTIER GROUP HLDGS INC
$5.9M
OKEONEOK INC NEW
$5.9M
CYBRCYBERARK SOFTWARE LTD
$5.5M
INMDINMODE LTD
$5.4M
TXRHTEXAS ROADHOUSE INC
$5.4M
HDHOME DEPOT INC
$5.3M
BACBK OF AMERICA CORP
$5.2M
DIODDIODES INC
$5.0M
RHRH
$4.8M
ABBVABBVIE INC
$4.8M
NVDANVIDIA CORPORATION
$4.5M
SIMOSILICON MOTION TECHNOLOGY CO
$4.4M
0E41ENLINK MIDSTREAM LLC
$4.4M
AMZNAMAZON COM INC
$4.4M
AXPAMERICAN EXPRESS CO
$4.1M
BCBRUNSWICK CORP
$4.1M
QCOMQUALCOMM INC
$4.0M
BYDBOYD GAMING CORP
$3.8M
KEKIMBALL ELECTRONICS INC
$3.8M
UPLDUPLAND SOFTWARE INC
$3.7M
DYHTARGET CORP
$3.7M
WFCWELLS FARGO CO NEW
$3.6M
SFMSPROUTS FMRS MKT INC
$3.6M
FDXFEDEX CORP
$3.5M
SCVLSHOE CARNIVAL INC
$3.4M
PBPROSPERITY BANCSHARES INC
$3.2M
SOYSUNOPTA INC
$3.1M
GSHDGOOSEHEAD INS INC
$3.0M
GEGGEO GROUP INC NEW
$3.0M
VRAYQVIEWRAY INC
$2.9M
EWCZEUROPEAN WAX CTR INC
$2.8M
PEPPEPSICO INC
$2.8M
JPMJPMORGAN CHASE & CO
$2.8M
MATXMATSON INC
$2.7M
TOSTTOAST INC
$2.6M
LOWLOWES COS INC
$2.6M
PXDEURPIONEER NAT RES CO
$2.4M
TCBITEXAS CAP BANCSHARES INC
$2.4M
BLCOBAUSCH PLUS LOMB CORP
$2.4M
DZSIQDZS INC
$2.3M
DSGRDISTRIBUTION SOLUTIONS GRP I
$2.3M
COSTCOSTCO WHSL CORP NEW
$2.3M
MRKMERCK & CO INC
$2.2M
WHRWHIRLPOOL CORP
$2.2M
USX1UNITED STATES STL CORP NEW
$2.2M
LLYLILLY ELI & CO
$2.2M
CATCATERPILLAR INC
$2.1M
GPKGRAPHIC PACKAGING HLDG CO
$2.0M
WMTWALMART INC
$2.0M
CMACOMERICA INC
$2.0M
PANWPALO ALTO NETWORKS INC
$1.9M
TXNTEXAS INSTRS INC
$1.9M
ETENERGY TRANSFER L P
$1.9M
GOOGALPHABET INC
$1.8M
COPCONOCOPHILLIPS
$1.8M
UNPUNION PAC CORP
$1.8M
UPSUNITED PARCEL SERVICE INC
$1.8M
HANHAWAIIAN HOLDINGS INC
$1.7M
CBCHUBB LIMITED
$1.7M
AVTAVNET INC
$1.7M
DEDEERE & CO
$1.7M
KOCOCA COLA CO
$1.7M
KLICKULICKE & SOFFA INDS INC
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6M
UNHUNITEDHEALTH GROUP INC
$1.6M
DVNDEVON ENERGY CORP NEW
$1.6M
OGNORGANON & CO
$1.5M
GSGOLDMAN SACHS GROUP INC
$1.5M
WSMWILLIAMS SONOMA INC
$1.4M
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