Hodges Capital Management Inc. Q4 2019 Filing
Filed February 4, 2020
Portfolio Value
$760.7M
Holdings
216
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (216 positions)
| Stock | Value |
|---|---|
TPLUSDTEXAS PAC LD TR | $51.3M |
CMCCOMMERCIAL METALS CO | $38.3M |
CLFCLEVELAND CLIFFS INC | $22.6M |
EXPEAGLE MATERIALS INC | $21.9M |
VYXNCR CORP NEW | $18.7M |
EXASEXACT SCIENCES CORP | $16.6M |
USCRU S CONCRETE INC | $15.8M |
CCSCENTURY CMNTYS INC | $15.2M |
HTHHILLTOP HOLDINGS INC | $14.3M |
RVLVREVOLVE GROUP INC | $13.5M |
AALAMERICAN AIRLS GROUP | $13.1M |
TFINTRIUMPH BANCORP INC | $12.4M |
YETIYETI HLDGS INC | $12.3M |
MTDRMATADOR RES CO | $12.0M |
BCBRUNSWICK CORP | $11.3M |
GSHDGOOSEHEAD INS INC | $10.4M |
BABOEING CO | $9.9M |
NCLHNORWEGIAN CRUISE LIN | $9.4M |
MUMICRON TECHNOLOGY IN | $9.3M |
MSFTMICROSOFT CORP | $8.8M |
FIVNFIVE9 INC | $8.0M |
AEOAMERICAN EAGLE OUTFI | $7.9M |
0E41ENLINK MIDSTREAM LLC | $7.7M |
—WPX ENERGY INC | $7.6M |
AAPLAPPLE INC | $7.4M |
BACBANK AMER CORP | $7.4M |
AZTABROOKS AUTOMATION IN | $7.1M |
MRKMERCK & CO INC | $6.9M |
JNJJOHNSON & JOHNSON | $6.7M |
THGHANOVER INS GROUP IN | $6.6M |
WIREEURENCORE WIRE CORP | $6.3M |
SAVESPIRIT AIRLS INC | $6.3M |
IPINTL PAPER CO | $6.2M |
DLTHDULUTH HLDGS INC | $6.1M |
GOGOGOGO INC | $6.1M |
TSEMTOWER SEMICONDUCTOR | $6.1M |
TWTRUSDTWITTER INC | $6.1M |
HQYHEALTHEQUITY INC | $5.8M |
OCOWENS CORNING NEW | $5.7M |
RHRH | $5.7M |
HOMEAT HOME GROUP INC | $5.5M |
HDHOME DEPOT INC | $5.5M |
TAT&T INC | $5.3M |
WMTWALMART INC | $5.3M |
ABBVABBVIE INC | $5.2M |
KEXKIRBY CORP | $5.2M |
TWLOTWILIO INC | $5.1M |
SAILEURSAILPOINT TECHNLGIES | $5.0M |
FSSFEDERAL SIGNAL CORP | $5.0M |
SCVLSHOE CARNIVAL INC | $4.9M |
JPMJPMORGAN CHASE & CO | $4.8M |
OLLIOLLIES BARGAIN OUTLT | $4.7M |
CN4CONNS INC | $4.7M |
DALDELTA AIR LINES INC | $4.7M |
ACAARCOSA INC | $4.6M |
UPLDUPLAND SOFTWARE INC | $4.6M |
STNGSCORPIO TANKERS INC | $4.6M |
PRIMPRIMORIS SVCS CORP | $4.6M |
XYZSQUARE INC | $4.6M |
—LYON WILLIAM HOMES | $4.4M |
TNDMTANDEM DIABETES CARE | $4.3M |
—PARSLEY ENERGY INC | $4.1M |
NSSCNAPCO SEC TECHNOLOGI | $3.9M |
IRWDIRONWOOD PHARMACEUTI | $3.9M |
CALCALERES INC | $3.8M |
TXRHTEXAS ROADHOUSE INC | $3.8M |
CDEVEURCENTENNIAL RESOURCE | $3.8M |
NXPINXP SEMICONDUCTORS N | $3.7M |
OKEONEOK INC NEW | $3.7M |
—LUBYS INC | $3.7M |
LUVSOUTHWEST AIRLS CO | $3.6M |
DIODDIODES INC | $3.5M |
BACVERIZON COMMUNICATIO | $3.4M |
EATBRINKER INTL INC | $3.4M |
BLKBBLACKBAUD INC | $3.3M |
DISDISNEY WALT CO | $3.3M |
GEGGEO GROUP INC NEW | $3.2M |
CPRICAPRI HOLDINGS LIMIT | $3.2M |
CRMTAMERICAS CAR MART IN | $3.0M |
CRSPCRISPR THERAPEUTICS | $3.0M |
INTCINTEL CORP | $3.0M |
XOMEXXON MOBIL CORP | $3.0M |
FDXFEDEX CORP | $2.9M |
METAFACEBOOK INC | $2.9M |
AWMSKYWORKS SOLUTIONS I | $2.7M |
URIUNITED RENTALS INC | $2.6M |
CVSCVS HEALTH CORP | $2.5M |
LOWLOWES COS INC | $2.5M |
TXNTEXAS INSTRS INC | $2.4M |
TRGPTARGA RES CORP | $2.3M |
KOCOCA COLA CO | $2.3M |
CPE3EURCALLON PETE CO DEL | $2.2M |
VVISA INC | $2.2M |
AMZNAMAZON COM INC | $2.2M |
RHPRYMAN HOSPITALITY PP | $2.1M |
UNPUNION PACIFIC CORP | $2.1M |
BSXBOSTON SCIENTIFIC CO | $2.1M |
FANGDIAMONDBACK ENERGY I | $2.1M |
SHWSHERWIN WILLIAMS CO | $2.1M |
SLBSCHLUMBERGER LTD | $2.0M |
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