Hodges Capital Management Inc. Q4 2021 Filing
Filed February 7, 2022
Portfolio Value
$1.4B
Holdings
243
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (243 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND C | $57.8M |
CMCCOMMERCIAL METALS CO | $44.3M |
EXPEAGLE MATLS INC | $40.4M |
CLFCLEVELAND-CLIFFS INC | $39.7M |
TMHCTAYLOR MORRISON HOME | $35.5M |
CALYCALLAWAY GOLF CO | $33.1M |
MTDRMATADOR RES CO | $32.0M |
GMGENERAL MTRS CO | $29.5M |
VSTOEURVISTA OUTDOOR INC | $27.0M |
BLDRBUILDERS FIRSTSOURCE | $24.5M |
SIMOSILICON MOTION TECHN | $21.1M |
ABNBAIRBNB INC | $20.5M |
MSFTMICROSOFT CORP | $20.2M |
NCLHNORWEGIAN CRUISE LIN | $19.9M |
MUMICRON TECHNOLOGY IN | $18.4M |
ONON SEMICONDUCTOR COR | $17.8M |
VYXNCR CORP NEW | $16.6M |
FCXFREEPORT-MCMORAN INC | $16.5M |
CNKCINEMARK HLDGS INC | $16.4M |
SMSM ENERGY CO | $15.9M |
AAPLAPPLE INC | $15.7M |
WIREEURENCORE WIRE CORP | $15.2M |
RVLVREVOLVE GROUP INC | $14.9M |
HTHHILLTOP HOLDINGS INC | $14.9M |
CYBRCYBERARK SOFTWARE LT | $14.9M |
ONONON HLDG AG | $14.6M |
UBERUBER TECHNOLOGIES IN | $14.3M |
BYDBOYD GAMING CORP | $13.7M |
WFCWELLS FARGO CO NEW | $13.7M |
SAVESPIRIT AIRLS INC | $13.5M |
TSEMTOWER SEMICONDUCTOR | $13.4M |
ETDETHAN ALLEN INTERIOR | $13.2M |
EXECHESAPEAKE ENERGY CO | $13.1M |
DXYNDIXIE GROUP INC | $12.6M |
—LUBYS INC | $12.4M |
INMDINMODE LTD | $12.2M |
BERYEURBERRY GLOBAL GROUP I | $12.0M |
AIGAMERICAN INTL GROUP | $11.9M |
AEOAMERICAN EAGLE OUTFI | $11.6M |
BCBRUNSWICK CORP | $11.5M |
EWCZEUROPEAN WAX CTR INC | $11.5M |
SNAPSNAP INC | $11.0M |
TXRHTEXAS ROADHOUSE INC | $10.9M |
METAFACEBOOK INC | $10.9M |
HANHAWAIIAN HOLDINGS IN | $10.7M |
SCVLSHOE CARNIVAL INC | $10.6M |
HAYWHAYWARD HLDGS INC | $10.5M |
PCRXPACIRA BIOSCIENCES I | $10.1M |
TFINTRIUMPH BANCORP INC | $10.1M |
FDXFEDEX CORP | $9.8M |
AWMSKYWORKS SOLUTIONS I | $9.6M |
HDHOME DEPOT INC | $9.5M |
MRNAMODERNA INC | $9.3M |
DLTHDULUTH HLDGS INC | $9.2M |
RHRH | $9.1M |
ASOACADEMY SPORTS & OUT | $9.0M |
BRBR1GBPBELLRING BRANDS INC | $9.0M |
KEKIMBALL ELECTRONICS | $8.8M |
OKEONEOK INC NEW | $8.5M |
GPKGRAPHIC PACKAGING HL | $8.1M |
JNJJOHNSON & JOHNSON | $7.9M |
XOMEXXON MOBIL CORP | $7.9M |
PBPROSPERITY BANCSHARE | $7.9M |
ABBVABBVIE INC | $7.9M |
CRCTCRICUT INC | $7.9M |
GSHDGOOSEHEAD INS INC | $7.4M |
WHRWHIRLPOOL CORP | $7.3M |
LFG1USDARCHAEA ENERGY INC | $7.3M |
TPDTEMPUR SEALY INTL IN | $7.1M |
PXDEURPIONEER NAT RES CO | $6.8M |
TNADIREXION SHS ETF TR | $6.8M |
KLICKULICKE & SOFFA INDS | $6.7M |
QCOMQUALCOMM INC | $6.7M |
USX1UNITED STATES STL CO | $6.6M |
TWLOTWILIO INC | $6.6M |
MATXMATSON INC | $6.5M |
PFEPFIZER INC | $6.3M |
OCOWENS CORNING NEW | $6.3M |
ACHCACADIA HEALTHCARE CO | $6.1M |
TSNTYSON FOODS INC | $6.1M |
AMZNAMAZON COM INC | $5.9M |
LOWLOWES COS INC | $5.3M |
RDNWRUMBLEON INC | $5.1M |
SMCIUSDSUPER MICRO COMPUTER | $4.9M |
NMIHNMI HLDGS INC | $4.9M |
WMTWALMART INC | $4.8M |
BRK/BBERKSHIRE HATHAWAY I | $4.8M |
BACBK OF AMERICA CORP | $4.7M |
ZZFCARPARTS COM INC | $4.5M |
CRMTAMERICAS CAR-MART IN | $4.4M |
PEPPEPSICO INC | $4.3M |
UPLDUPLAND SOFTWARE INC | $4.1M |
FOSLFOSSIL GROUP INC | $4.1M |
NVDANVIDIA CORPORATION | $4.1M |
LLYLILLY ELI & CO | $3.9M |
TXNTEXAS INSTRS INC | $3.8M |
UNPUNION PAC CORP | $3.7M |
DYHTARGET CORP | $3.7M |
GOOGALPHABET INC | $3.6M |
CATCATERPILLAR INC | $3.4M |
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