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
DWDMORGAN STANLEY
$4.8M
LIFLIFE360 INC
$4.8M
PEGAPEGASYSTEMS INC
$4.8M
MRTNMARTEN TRANS LTD
$4.7M
BLBDBLUE BIRD CORP
$4.7M
KEXKIRBY CORP
$4.7M
DIODDIODES INC
$4.6M
MMM3M CO
$4.5M
CRSCARPENTER TECHNOLOGY CORP
$4.3M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$4.3M
AESIATLAS ENERGY SOLUTIONS INC
$4.3M
MTWMANITOWOC CO INC
$4.2M
DGIIDIGI INTL INC
$4.0M
SPOTSPOTIFY TECHNOLOGY S A
$4.0M
RPCP10 INC
$4.0M
COHRCOHERENT CORP
$3.9M
BACBANK AMERICA CORP
$3.8M
COHUCOHU INC
$3.8M
UNPUNION PAC CORP
$3.7M
TIPTTIPTREE INC
$3.5M
XELXCEL ENERGY INC
$3.5M
MTZMASTEC INC
$3.4M
KTBKONTOOR BRANDS INC
$3.2M
FDXFEDEX CORP
$3.2M
FAROFARO TECHNOLOGIES INC
$3.1M
CALMCAL MAINE FOODS INC
$3.1M
AXPAMERICAN EXPRESS CO
$2.9M
PANWPALO ALTO NETWORKS INC
$2.7M
GOOGLALPHABET INC
$2.7M
FOURSHIFT4 PMTS INC
$2.6M
GOOGALPHABET INC
$2.5M
JNJJOHNSON & JOHNSON
$2.4M
NVONOVO-NORDISK A S
$2.4M
VRTVERTIV HOLDINGS CO
$2.2M
RSSSRESEARCH SOLUTIONS INC
$2.1M
4I1PHILIP MORRIS INTL INC
$2.1M
COSTCOSTCO WHSL CORP NEW
$2.1M
CSWCCAPITAL SOUTHWEST CORP
$2.0M
TNADIREXION SHS ETF TR
$2.0M
0E41ENLINK MIDSTREAM LLC
$2.0M
GQ9SPDR GOLD TR
$1.9M
MCDMCDONALDS CORP
$1.9M
MRKMERCK & CO INC
$1.9M
CARTMAPLEBEAR INC
$1.9M
SCHWSCHWAB CHARLES CORP
$1.9M
AIC3 AI INC
$1.9M
DVNDEVON ENERGY CORP NEW
$1.9M
VVISA INC
$1.7M
FANGDIAMONDBACK ENERGY INC
$1.7M
NOGNORTHERN OIL & GAS INC
$1.6M
KRNTKORNIT DIGITAL LTD
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
NVONOVO-NORDISK A S
$1.4M
LOWLOWES COS INC
$1.3M
PEPPEPSICO INC
$1.3M
AEPAMERICAN ELEC PWR CO INC
$1.2M
COPCONOCOPHILLIPS
$1.2M
TFCTRUIST FINL CORP
$1.2M
BACVERIZON COMMUNICATIONS INC
$1.2M
CVXCHEVRON CORP NEW
$1.1M
TAT&T INC
$1.1M
CMGCHIPOTLE MEXICAN GRILL INC
$956K
CBCHUBB LIMITED
$870K
TSLATESLA INC
$808K
URIUNITED RENTALS INC
$798K
KOCOCA COLA CO
$776K
BXBLACKSTONE INC
$737K
CFRCULLEN FROST BANKERS INC
$717K
AGCOAGCO CORP
$707K
TXNTEXAS INSTRS INC
$692K
UPSUNITED PARCEL SERVICE INC
$654K
ENVXENOVIX CORPORATION
$625K
SQQQPROSHARES TR
$623K
USACUSA COMPRESSION PARTNERS LP
$615K
HRHEALTHCARE RLTY TR
$614K
CBCHUBB LIMITED
$612K
MAMASTERCARD INCORPORATED
$595K
EPDENTERPRISE PRODS PARTNERS L
$578K
INSPINSPIRE MED SYS INC
$556K
DALDELTA AIR LINES INC DEL
$527K
DEDEERE & CO
$524K
TRVCCITIGROUP INC
$508K
DUKDUKE ENERGY CORP NEW
$477K
KKRKKR & CO INC
$473K
MDTMEDTRONIC PLC
$462K
SLBSCHLUMBERGER LTD
$442K
LMTLOCKHEED MARTIN CORP
$412K
NTRANATERA INC
$372K
SOSOUTHERN CO
$346K
DRIDARDEN RESTAURANTS INC
$345K
SRESEMPRA
$298K
FBRTFRANKLIN BSP RLTY TR INC
$272K
TSCOTRACTOR SUPPLY CO
$270K
TTDTHE TRADE DESK INC
$264K
AMATAPPLIED MATLS INC
$264K
GMREUSDGLOBAL MED REIT INC
$239K
DELLDELL TECHNOLOGIES INC
$239K
CNXCNX RES CORP
$238K
HPHELMERICH & PAYNE INC
$233K
WHRWHIRLPOOL CORP
$228K
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