Hodges Capital Management Inc. Q4 2020 Filing
Filed February 1, 2021
Portfolio Value
$634.6M
Holdings
206
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (206 positions)
| Stock | Value |
|---|---|
TPLUSDTEXAS PAC LD TR | $29.1M |
CMCCOMMERCIAL METALS CO | $19.8M |
NCLHNORWEGIAN CRUISE LIN | $14.9M |
EXPEAGLE MATLS INC | $14.3M |
TMHCTAYLOR MORRISON HOME | $13.3M |
HTHHILLTOP HOLDINGS INC | $13.2M |
VYXNCR CORP NEW | $12.3M |
CALYCALLAWAY GOLF CO | $11.8M |
VSTOEURVISTA OUTDOOR INC | $11.4M |
MSFTMICROSOFT CORP | $11.0M |
AZEKAZEK CO INC | $10.8M |
AAPLAPPLE INC | $10.0M |
MTDRMATADOR RES CO | $9.5M |
TPDTEMPUR SEALY INTL IN | $9.2M |
CLFCLEVELAND-CLIFFS INC | $9.2M |
NLSUSDNAUTILUS INC | $9.0M |
USCRU S CONCRETE INC | $8.0M |
MUMICRON TECHNOLOGY IN | $7.8M |
CNKCINEMARK HLDGS INC | $7.3M |
—LUBYS INC | $7.1M |
DKNG1USDDRAFTKINGS INC | $7.0M |
FIVNFIVE9 INC | $6.9M |
METAFACEBOOK INC | $6.9M |
RVLVREVOLVE GROUP INC | $6.9M |
JNJJOHNSON & JOHNSON | $6.7M |
SNAPSNAP INC | $6.7M |
ONON SEMICONDUCTOR COR | $6.6M |
ABBVABBVIE INC | $6.5M |
ROKUROKU INC | $6.4M |
FDXFEDEX CORP | $6.4M |
WMTWALMART INC | $6.1M |
RHRH | $5.9M |
INMDINMODE LTD | $5.9M |
TFINTRIUMPH BANCORP INC | $5.9M |
BYDBOYD GAMING CORP | $5.8M |
—CREE INC | $5.7M |
RKTROCKET COS INC | $5.5M |
SYNASYNAPTICS INC | $5.4M |
ETDETHAN ALLEN INTERIOR | $5.2M |
LUVSOUTHWEST AIRLS CO | $5.1M |
HDHOME DEPOT INC | $5.1M |
OKEONEOK INC NEW | $5.1M |
ADTADT INC DEL | $4.9M |
BCBRUNSWICK CORP | $4.9M |
TWLOTWILIO INC | $4.6M |
—SWITCHBACK ENERGY AC | $4.5M |
MDTMEDTRONIC PLC | $4.3M |
MRKMERCK & CO. INC | $4.1M |
PYPLPAYPAL HLDGS INC | $4.1M |
FCXFREEPORT-MCMORAN INC | $4.1M |
TXRHTEXAS ROADHOUSE INC | $4.1M |
UPLDUPLAND SOFTWARE INC | $4.1M |
OCOWENS CORNING NEW | $4.0M |
AMZNAMAZON COM INC | $4.0M |
DLTHDULUTH HLDGS INC | $4.0M |
XOMEXXON MOBIL CORP | $4.0M |
CHGGCHEGG INC | $3.9M |
AWMSKYWORKS SOLUTIONS I | $3.8M |
CRKCOMSTOCK RES INC | $3.7M |
CARGCARGURUS INC | $3.6M |
ACHCACADIA HEALTHCARE CO | $3.6M |
EATBRINKER INTL INC | $3.5M |
NVCRNOVOCURE LTD | $3.5M |
DXYNDIXIE GROUP INC | $3.5M |
CRMTAMERICAS CAR-MART IN | $3.4M |
LOWLOWES COS INC | $3.3M |
NGVTINGEVITY CORP | $3.2M |
GQ9SPDR GOLD TR | $3.2M |
BABOEING CO | $3.2M |
IPINTERNATIONAL PAPER | $3.1M |
BACBK OF AMERICA CORP | $3.1M |
KOCOCA COLA CO | $3.1M |
AEOAMERICAN EAGLE OUTFI | $2.9M |
SPBSPECTRUM BRANDS HLDG | $2.9M |
—WAITR HLDGS INC | $2.8M |
KLICKULICKE & SOFFA INDS | $2.6M |
SWSSMITH & WESSON BRAND | $2.6M |
NMIHNMI HLDGS INC | $2.5M |
ENVUSDENVESTNET INC | $2.5M |
SCVLSHOE CARNIVAL INC | $2.4M |
HANHAWAIIAN HOLDINGS IN | $2.4M |
VVISA INC | $2.4M |
BLKCHFBLACKROCK INC | $2.4M |
EYENATIONAL VISION HLDG | $2.3M |
WIREEURENCORE WIRE CORP | $2.3M |
MIKUSDMICHAELS COS INC | $2.3M |
—PARSLEY ENERGY INC | $2.3M |
—PROSHARES TR | $2.3M |
TAT&T INC | $2.3M |
JPMJPMORGAN CHASE & CO | $2.2M |
QCOMQUALCOMM INC | $2.2M |
MRTNMARTEN TRANS LTD | $2.2M |
UPSUNITED PARCEL SERVIC | $2.2M |
OVEROVERSTOCK COM INC DE | $2.2M |
PBPROSPERITY BANCSHARE | $2.2M |
PEPPEPSICO INC | $2.1M |
DISDISNEY WALT CO | $2.1M |
UBERUBER TECHNOLOGIES IN | $2.1M |
BACVERIZON COMMUNICATIO | $2.1M |
0E41ENLINK MIDSTREAM LLC | $2.0M |
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