Hodges Capital Management Inc. Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$1.6B

Holdings

220

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
EXPEAGLE MATLS INC
$46.0M
MTDRMATADOR RES CO
$43.0M
NVDANVIDIA CORPORATION
$42.0M
UBERUBER TECHNOLOGIES INC
$41.0M
CLFCLEVELAND-CLIFFS INC NEW
$37.0M
ONONON HLDG AG
$32.0M
WYNNWYNN RESORTS LTD
$31.0M
NCLHNORWEGIAN CRUISE LINE HLDG L
$31.0M
BANCBANC OF CALIFORNIA INC
$30.0M
FCXFREEPORT-MCMORAN INC
$30.0M
DKNGDRAFTKINGS INC NEW
$30.0M
MSFTMICROSOFT CORP
$26.0M
GNRCGENERAC HLDGS INC
$26.0M
TMHCTAYLOR MORRISON HOME CORP
$25.0M
SOYSUNOPTA INC
$22.0M
PRPERMIAN RESOURCES CORP
$21.0M
SCVLSHOE CARNIVAL INC
$21.0M
SNSHARKNINJA INC
$20.0M
AAPLAPPLE INC
$18.0M
SL2SLEEP NUMBER CORP
$18.0M
HALOHALOZYME THERAPEUTICS INC
$18.0M
ETDETHAN ALLEN INTERIORS INC
$17.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$17.0M
GBXGREENBRIER COS INC
$16.0M
ABNBAIRBNB INC
$16.0M
MUMICRON TECHNOLOGY INC
$15.0M
ASOACADEMY SPORTS & OUTDOORS IN
$14.0M
CYBRCYBERARK SOFTWARE LTD
$14.0M
TCBITEXAS CAP BANCSHARES INC
$13.0M
HTHHILLTOP HOLDINGS INC
$13.0M
TSEMTOWER SEMICONDUCTOR LTD
$13.0M
CALMCAL MAINE FOODS INC
$13.0M
OKEONEOK INC NEW
$13.0M
ONON SEMICONDUCTOR CORP
$13.0M
AMZNAMAZON COM INC
$12.0M
XOMEXXON MOBIL CORP
$12.0M
PTLOPORTILLOS INC
$12.0M
CMCCOMMERCIAL METALS CO
$12.0M
WMTWALMART INC
$11.0M
IBMINTERNATIONAL BUSINESS MACHS
$11.0M
YOUCLEAR SECURE INC
$11.0M
GPKGRAPHIC PACKAGING HLDG CO
$10.0M
DIODDIODES INC
$10.0M
NVONOVO-NORDISK A S
$10.0M
AVNWAVIAT NETWORKS INC
$10.0M
PBPROSPERITY BANCSHARES INC
$10.0M
HPEHEWLETT PACKARD ENTERPRISE C
$10.0M
GEGGEO GROUP INC NEW
$10.0M
BCBRUNSWICK CORP
$9.0M
OCOWENS CORNING NEW
$9.0M
SFIXSTITCH FIX INC
$9.0M
JPMJPMORGAN CHASE & CO.
$9.0M
GPIGROUP 1 AUTOMOTIVE INC
$8.0M
TFINTRIUMPH FINANCIAL INC
$8.0M
CNKCINEMARK HLDGS INC
$8.0M
VRNSVARONIS SYS INC
$8.0M
CATCATERPILLAR INC
$8.0M
MRKMERCK & CO INC
$8.0M
NVGSNAVIGATOR HLDGS LTD
$8.0M
BLDRBUILDERS FIRSTSOURCE INC
$8.0M
EXECHESAPEAKE ENERGY CORP
$8.0M
THGHANOVER INS GROUP INC
$7.0M
PARPAR TECHNOLOGY CORP
$7.0M
SDRLSEADRILL 2021 LTD
$7.0M
HDHOME DEPOT INC
$6.0M
HOMBHOME BANCSHARES INC
$6.0M
EVHEVOLENT HEALTH INC
$6.0M
ALKTALKAMI TECHNOLOGY INC
$6.0M
TXRHTEXAS ROADHOUSE INC
$6.0M
VSTVISTRA CORP
$6.0M
SYMSYMBOTIC INC
$6.0M
AIOTPOWERFLEET INC
$6.0M
KEKIMBALL ELECTRONICS INC
$6.0M
ELFE L F BEAUTY INC
$6.0M
ABBVABBVIE INC
$6.0M
RHRH
$6.0M
GSGOLDMAN SACHS GROUP INC
$5.0M
AMGNAMGEN INC
$5.0M
BRBRBELLRING BRANDS INC
$5.0M
SMSM ENERGY CO
$5.0M
KEXKIRBY CORP
$5.0M
BELFBBEL FUSE INC
$5.0M
CALYTOPGOLF CALLAWAY BRANDS CORP
$5.0M
ETENERGY TRANSFER L P
$5.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
PEGAPEGASYSTEMS INC
$4.0M
COHRCOHERENT CORP
$4.0M
UPSUNITED PARCEL SERVICE INC
$4.0M
CHRDCHORD ENERGY CORPORATION
$4.0M
GPORGULFPORT ENERGY CORP
$4.0M
LITELUMENTUM HLDGS INC
$4.0M
ZETAZETA GLOBAL HOLDINGS CORP
$4.0M
AVGOBROADCOM INC
$4.0M
BANFBANCFIRST CORP
$4.0M
ISRGINTUITIVE SURGICAL INC
$4.0M
BACBANK AMERICA CORP
$4.0M
DWDMORGAN STANLEY
$4.0M
STRSSTRATUS PPTYS INC
$4.0M
ICHRICHOR HOLDINGS
$4.0M
BABOEING CO
$4.0M
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