Hodges Capital Management Inc. Q4 2024 Filing

Filed January 24, 2025

Portfolio Value

$1.7B

Holdings

210

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
TPLTEXAS PACIFIC LAND CORPORATI
$72.5M
MTDRMATADOR RES CO
$49.7M
NVDANVIDIA CORPORATION
$44.8M
EXPEAGLE MATLS INC
$44.6M
SNSHARKNINJA INC
$35.9M
BANCBANC OF CALIFORNIA INC
$35.3M
ONONON HLDG AG
$34.7M
UBERUBER TECHNOLOGIES INC
$33.0M
CLFCLEVELAND-CLIFFS INC NEW
$31.2M
WYNNWYNN RESORTS LTD
$29.1M
SOYSUNOPTA INC
$28.1M
DKNGDRAFTKINGS INC NEW
$27.0M
NCLHNORWEGIAN CRUISE LINE HLDG L
$26.3M
MSFTMICROSOFT CORP
$26.0M
GNRCGENERAC HLDGS INC
$25.4M
TMHCTAYLOR MORRISON HOME CORP
$25.2M
FCXFREEPORT-MCMORAN INC
$23.2M
ASOACADEMY SPORTS & OUTDOORS IN
$22.4M
GBXGREENBRIER COS INC
$21.2M
TCBITEXAS CAP BANCSHARES INC
$19.8M
AAPLAPPLE INC
$19.7M
SCVLSHOE CARNIVAL INC
$19.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$18.9M
SL2SLEEP NUMBER CORP
$18.9M
ETDETHAN ALLEN INTERIORS INC
$18.2M
EXECHESAPEAKE ENERGY CORP
$17.8M
AMZNAMAZON COM INC
$17.6M
PLTRPALANTIR TECHNOLOGIES INC
$16.6M
CYBRCYBERARK SOFTWARE LTD
$16.1M
HPEHEWLETT PACKARD ENTERPRISE C
$16.0M
HALOHALOZYME THERAPEUTICS INC
$15.9M
MUMICRON TECHNOLOGY INC
$15.8M
PTLOPORTILLOS INC
$15.5M
GPIGROUP 1 AUTOMOTIVE INC
$15.5M
PRPERMIAN RESOURCES CORP
$15.3M
OKEONEOK INC NEW
$15.0M
HTHHILLTOP HOLDINGS INC
$15.0M
GPKGRAPHIC PACKAGING HLDG CO
$14.7M
ABNBAIRBNB INC
$14.6M
CMCCOMMERCIAL METALS CO
$14.4M
TFINTRIUMPH FINANCIAL INC
$13.5M
TSEMTOWER SEMICONDUCTOR LTD
$13.0M
YOUCLEAR SECURE INC
$12.7M
WMTWALMART INC
$12.7M
HDHOME DEPOT INC
$12.0M
THGHANOVER INS GROUP INC
$11.8M
XOMEXXON MOBIL CORP
$11.7M
HOMBHOME BANCSHARES INC
$11.1M
PBPROSPERITY BANCSHARES INC
$11.1M
AIOTPOWERFLEET INC
$11.0M
IBMINTERNATIONAL BUSINESS MACHS
$10.8M
CNKCINEMARK HLDGS INC
$10.8M
SPOTSPOTIFY TECHNOLOGY S A
$10.8M
JPMJPMORGAN CHASE & CO.
$10.6M
AMAZON COM INC
$10.6M
NVGSNAVIGATOR HLDGS LTD
$10.5M
GPORGULFPORT ENERGY OPERATING CO
$10.4M
AVNWAVIAT NETWORKS INC
$10.2M
ONON SEMICONDUCTOR CORP
$10.1M
BCBRUNSWICK CORP
$9.5M
MCMOELIS & CO
$9.1M
SFIXSTITCH FIX INC
$9.0M
OCOWENS CORNING NEW
$8.7M
BELFBBEL FUSE INC
$8.6M
BANFBANCFIRST CORP
$8.6M
LLYELI LILLY & CO
$8.4M
BLDRBUILDERS FIRSTSOURCE INC
$8.2M
RHCRH PLC
$8.2M
CATCATERPILLAR INC
$8.0M
ZETAZETA GLOBAL HOLDINGS CORP
$7.8M
ALKTALKAMI TECHNOLOGY INC
$7.8M
ABBVABBVIE INC
$7.3M
BABOEING CO
$7.2M
BRBRBELLRING BRANDS INC
$7.2M
RHRH
$7.1M
VSTVISTRA CORP
$7.1M
WFCWELLS FARGO CO NEW
$7.0M
ICHRICHOR HOLDINGS
$7.0M
TXRHTEXAS ROADHOUSE INC
$6.8M
HDHOME DEPOT INC
$6.7M
VRNSVARONIS SYS INC
$6.6M
SYMSYMBOTIC INC
$6.5M
AVGOBROADCOM INC
$6.4M
ETENERGY TRANSFER L P
$6.3M
PARPAR TECHNOLOGY CORP
$6.1M
RXORXO INC
$5.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.7M
CHRDCHORD ENERGY CORPORATION
$5.7M
SMSM ENERGY CO
$5.5M
STRSSTRATUS PPTYS INC
$5.4M
GSGOLDMAN SACHS GROUP INC
$5.4M
TDWTIDEWATER INC NEW
$5.3M
ELFE L F BEAUTY INC
$5.2M
PTBPOTBELLY CORP
$5.1M
ISRGINTUITIVE SURGICAL INC
$5.0M
METAMETA PLATFORMS INC
$5.0M
PLABPHOTRONICS INC
$5.0M
GEGGEO GROUP INC NEW
$4.9M
BABOEING CO
$4.9M
AMGNAMGEN INC
$4.9M
Page 1 of 3Next