Hodges Capital Management Inc. Q4 2017 Filing

Filed February 6, 2018

Portfolio Value

$1.4B

Holdings

253

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (253 positions)

StockValue
TPLUSDTexas Pac Ld Tr Sub Ctf Prop I
$61.8M
EXPEagle Materials Inc
$53.9M
USX1United States Steel Corp
$41.9M
WIREEUREncore Wire Corp
$41.8M
NTNXNutanix Inc Cl A
$38.0M
CCSCentury Communities Inc
$32.0M
Kapstone Paper & Packaging Crp
$31.9M
HTHHilltop Holdings Inc
$30.3M
TSEMTower Semiconductor Ltd
$29.1M
Integrated Device Technology
$28.5M
SAVESpirit Airlines Inc
$25.7M
Legacy TX Financial Group Inc
$25.2M
GOGOGogo Inc
$24.0M
CMCCommercial Metals Co
$22.4M
SEISolaris Oilfield Infrast Inc C
$22.2M
Cooper Tire & Rubber Co
$21.7M
Air Transport Services Group I
$21.6M
AEOAmerican Eagle Outfitters New
$21.4M
Rsp Permian Inc
$20.1M
American Airlines Group Inc
$17.4M
EXASExact Sciences Corp
$15.8M
WERNWerner Enterprises Inc
$15.1M
GPIGroup 1 Automotive Inc
$15.0M
WPX Energy Inc
$15.0M
METAFacebook Inc Cl A
$14.4M
FTNTFortinet Inc
$14.4M
BACBank America Corp
$14.0M
Controladora Vuela Cia DE Avia
$13.9M
CyrusOne Inc
$13.4M
Independent Bank Group Inc
$13.3M
MTDRMatador Resources Co
$13.1M
WTTRSelect Energy Services Inc Cl
$13.0M
MUMicron Technology Inc
$12.6M
Ring Energy Inc
$12.6M
JBLUJetBlue Airways Corp
$12.4M
NCLHNorwegian Cruise Line Holdings
$12.3M
SUPNSupernus Pharmaceuticals Inc
$12.1M
LUVSouthwest Airlines Co
$12.1M
FANGDiamondback Energy Inc
$12.0M
BCBrunswick Corp
$12.0M
MMSIMerit Med Systems Inc
$12.0M
TRNTrinity Industries Inc
$11.6M
OLLIOllies Bargain Outlt Holdings
$11.3M
Penney J C Inc
$11.0M
TFINTriumph Bancorp Inc
$11.0M
CNKCinemark Holdings Inc
$10.6M
US Concrete Inc
$10.4M
CRKComstock Resources Inc
$10.2M
GEOGEO Group Inc
$9.9M
BioTelemetry Inc
$9.5M
BLDRBuilders FirstSource Inc
$9.3M
PUMPPropetro Holding Corp
$8.7M
BABoeing Co
$7.7M
KMG Chemicals Inc
$7.6M
JNJJohnson & Johnson
$7.5M
US Silica Holdings Inc
$7.5M
Primoris Services Corp
$7.5M
Lubys Inc
$7.2M
IPInternational Paper Co
$7.1M
TXRHTexas Roadhouse Inc
$7.0M
DXYNDixie Group Inc Cl A
$6.7M
WMTWal-Mart Stores Inc
$6.4M
Fairmount Santrol Holdings Inc
$6.1M
SNAPSnap Inc Cl A
$6.0M
Parsley Energy Inc Cl A
$6.0M
D R Horton Inc
$5.9M
Blue Buffalo Pet Prods Inc
$5.9M
DALDelta Air Lines Inc
$5.7M
CRLCharles River Laboratories Int
$5.7M
HDHome Depot Inc
$5.7M
NVCRNovocure Ltd
$5.5M
FAROFaro Technologies Inc
$5.0M
Hodges Fund
$4.9M
WMTWal-Mart Stores Inc Call Optio
$4.9M
Cisco Systems Inc
$4.9M
XOMExxon Mobil Corp
$4.6M
MSFTMicrosoft Corp
$4.5M
AMATApplied Materials Inc
$4.3M
Enlink Midstream LLC Unit Rep
$4.0M
FDXFedEx Corp
$4.0M
AAPLApple Inc
$3.6M
VBTXVeritex Holdings Inc
$3.5M
ABBVAbbVie Inc
$3.5M
Hodges Inst
$3.4M
Vistra Energy Corp
$3.3M
UALUnited Continental Holdings In
$3.3M
MCDMcDonalds Corp Call Option 1/1
$3.1M
SBUXStarbucks Corp
$3.1M
VZVerizon Communications Inc
$3.0M
TRVCCitigroup Inc
$3.0M
PGProcter And Gamble Co
$3.0M
Ryman Hospitality Properties I
$2.9M
EZPWEZCORP Inc Cl A Non Vtg
$2.9M
TXNTexas Instruments Inc
$2.9M
TAT&T Inc
$2.9M
Professionally Managed Portfol
$2.8M
NKENike Inc Call Option 4/18 40
$2.8M
WFCWells Fargo & Co
$2.8M
FARMFarmer Brothers Co
$2.7M
Tier REIT Inc
$2.7M
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