JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$7.8B
Holdings
993
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (993 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EXPOEXPONENT INC | 121,055 | $8.7B | 111.85% | |
| 202 | —BMC STK HLDGS INC | 483,777 | $8.6B | 110.21% | |
| 203 | LYVLIVE NATION ENTERTAINMENT IN | 185,573 | $8.4B | 108.40% | |
| 204 | LNWOSCIENTIFIC GAMES CORP | 867,577 | $8.4B | 108.13% | |
| 205 | —ATHENE HLDG LTD | 338,142 | $8.4B | 107.84% | |
| 206 | DOWDOW INC | 286,125 | $8.4B | 107.50% | |
| 207 | CYTKCYTOKINETICS INC | 698,752 | $8.2B | 105.85% | |
| 208 | REZIRESIDEO TECHNOLOGIES INC | 1,697,398 | $8.2B | 105.56% | |
| 209 | PCRXPACIRA BIOSCIENCES | 243,177 | $8.2B | 104.77% | |
| 210 | VREXVAREX IMAGING CORP | 358,054 | $8.1B | 104.48% | |
| 211 | AVAAVISTA CORP | 191,254 | $8.1B | 104.41% | |
| 212 | —TRINSEO S A | 447,825 | $8.1B | 104.21% | |
| 213 | GPROGOPRO INC | 3,084,229 | $8.1B | 103.83% | |
| 214 | NTNXNUTANIX INC | 510,697 | $8.1B | 103.68% | |
| 215 | GDDYGODADDY INC | 139,860 | $8.0B | 102.63% | |
| 216 | SMCIUSDSUPER MICRO COMPUTER INC | 374,125 | $8.0B | 102.29% | |
| 217 | FTDRFRONTDOOR INC | 228,659 | $8.0B | 102.19% | |
| 218 | CENTACENTRAL GARDEN & PET CO | 310,619 | $7.9B | 102.06% | |
| 219 | KFYKORN FERRY | 324,890 | $7.9B | 101.52% | |
| 220 | DOOREURMASONITE INTL CORP NEW | 160,878 | $7.6B | 98.09% | |
| 221 | STCSTEWART INFORMATION SVCS COR | 285,934 | $7.6B | 97.99% | |
| 222 | AGOASSURED GUARANTY LTD | 295,006 | $7.6B | 97.76% | |
| 223 | GLUUGLU MOBILE INC | 1,203,030 | $7.6B | 97.23% | |
| 224 | SEESEALED AIR CORP NEW | 305,703 | $7.6B | 97.06% | |
| 225 | QLYSQUALYS INC | 86,617 | $7.5B | 96.82% | |
| 226 | PBIPITNEY BOWES INC | 3,689,473 | $7.5B | 96.72% | |
| 227 | EGBNEAGLE BANCORP INC MD | 249,139 | $7.5B | 96.70% | |
| 228 | TMUST MOBILE US INC | 88,083 | $7.4B | 94.96% | |
| 229 | PRGSPROGRESS SOFTWARE CORP | 229,656 | $7.3B | 94.43% | |
| 230 | UMBFUMB FINL CORP | 157,664 | $7.3B | 93.95% | |
| 231 | BKNGBOOKING HLDGS INC | 5,422 | $7.3B | 93.72% | |
| 232 | ACHOWENS & MINOR INC NEW | 795,550 | $7.3B | 93.53% | |
| 233 | HIGHARTFORD FINL SVCS GROUP INC | 205,815 | $7.3B | 93.20% | |
| 234 | USNAUSANA HEALTH SCIENCES INC | 124,701 | $7.2B | 92.55% | |
| 235 | IGTINTERNATIONAL GAME TECHNOLOG | 1,208,144 | $7.2B | 92.36% | |
| 236 | ASTEASTEC INDS INC | 205,419 | $7.2B | 92.31% | |
| 237 | SITCUSDSITE CENTERS CORP | 1,364,872 | $7.1B | 91.37% | |
| 238 | A4SAMERIPRISE FINL INC | 68,683 | $7.0B | 90.45% | |
| 239 | CBTCABOT CORP | 267,174 | $7.0B | 89.67% | |
| 240 | TCBITEXAS CAPITAL BANCSHARES INC | 312,281 | $6.9B | 88.96% | |
| 241 | AEBAALLETE INC | 112,189 | $6.8B | 87.48% | |
| 242 | TPICQTPI COMPOSITES INC | 449,762 | $6.6B | 85.41% | |
| 243 | LCLENDINGCLUB CORP | 845,935 | $6.6B | 85.33% | |
| 244 | SPXCSPX CORP | 201,415 | $6.6B | 84.47% | |
| 245 | CHRWC H ROBINSON WORLDWIDE INC | 98,325 | $6.5B | 83.64% | |
| 246 | NTGRNETGEAR INC | 281,014 | $6.4B | 82.47% | |
| 247 | HUNHUNTSMAN CORP | 443,576 | $6.4B | 82.25% | |
| 248 | NVRNVR INC | 2,439 | $6.3B | 80.51% | |
| 249 | SPOTSPOTIFY TECHNOLOGY S A | 51,559 | $6.3B | 80.45% | |
| 250 | DCHAMERICAN AXLE & MFG HLDGS IN | 1,729,851 | $6.2B | 80.24% | |
| 251 | —K12 INC | 329,893 | $6.2B | 79.95% | |
| 252 | —MOBILEIRON INC | 1,627,677 | $6.2B | 79.47% | |
| 253 | VMWEURVMWARE INC | 50,902 | $6.2B | 79.20% | |
| 254 | —ECHO GLOBAL LOGISTICS INC | 359,814 | $6.1B | 78.97% | |
| 255 | NHINATIONAL HEALTH INVS INC | 123,672 | $6.1B | 78.69% | |
| 256 | KBHKB HOME | 338,041 | $6.1B | 78.62% | |
| 257 | 3M4MASIMO CORP | 34,521 | $6.1B | 78.56% | |
| 258 | UPBDRENT A CTR INC NEW | 431,040 | $6.1B | 78.32% | |
| 259 | ARCBARCBEST CORP | 347,639 | $6.1B | 78.26% | |
| 260 | FCPTFOUR CORNERS PPTY TR INC | 322,692 | $6.0B | 77.58% | |
| 261 | MCYMERCURY GENL CORP NEW | 147,079 | $6.0B | 76.95% | |
| 262 | EXTREXTREME NETWORKS INC | 1,930,811 | $6.0B | 76.66% | |
| 263 | —RADIUS HEALTH INC | 457,583 | $5.9B | 76.44% | |
| 264 | HTDCORCEPT THERAPEUTICS INC | 498,130 | $5.9B | 76.11% | |
| 265 | FW2NBANNER CORP | 179,122 | $5.9B | 76.04% | |
| 266 | DKDELEK US HLDGS INC NEW | 374,952 | $5.9B | 75.93% | |
| 267 | —BLUEBIRD BIO INC | 127,267 | $5.8B | 75.15% | |
| 268 | —ENDO INTL PLC | 1,576,691 | $5.8B | 74.96% | |
| 269 | SCHLSCHOLASTIC CORP | 221,990 | $5.7B | 72.71% | |
| 270 | —NATIONAL GEN HLDGS CORP | 339,214 | $5.6B | 72.14% | |
| 271 | METMETLIFE INC | 182,468 | $5.6B | 71.67% | |
| 272 | CMGCHIPOTLE MEXICAN GRILL INC | 8,520 | $5.6B | 71.63% | |
| 273 | UISUNISYS CORP | 450,359 | $5.6B | 71.47% | |
| 274 | DRQEURDRIL QUIP INC | 179,422 | $5.5B | 70.31% | |
| 275 | —POLYONE CORP | 288,182 | $5.5B | 70.25% | |
| 276 | OFIXORTHOFIX MED INC | 194,199 | $5.4B | 69.90% | |
| 277 | MTWMANITOWOC CO INC | 638,326 | $5.4B | 69.72% | |
| 278 | HYHYSTER YALE MATLS HANDLING I | 134,596 | $5.4B | 69.33% | |
| 279 | COKECOCA COLA CONSOLIDATED INC | 25,860 | $5.4B | 69.30% | |
| 280 | ADNTADIENT PLC | 594,488 | $5.4B | 69.28% | |
| 281 | QUOTUSDQUOTIENT TECHNOLOGY INC | 821,171 | $5.3B | 68.59% | |
| 282 | AAALCOA CORP | 865,284 | $5.3B | 68.49% | |
| 283 | CLRUSDCONTINENTAL RES INC | 695,172 | $5.3B | 68.24% | |
| 284 | —THIRD PT REINS LTD | 709,361 | $5.3B | 67.54% | |
| 285 | NBHCNATIONAL BK HLDGS CORP | 216,723 | $5.2B | 66.56% | |
| 286 | DRIDARDEN RESTAURANTS INC | 94,700 | $5.2B | 66.26% | |
| 287 | VCRAUSDVOCERA COMMUNICATIONS INC | 242,483 | $5.2B | 66.17% | |
| 288 | CADEEURCADENCE BANCORPORATION | 779,546 | $5.1B | 65.61% | |
| 289 | EIGEMPLOYERS HOLDINGS INC | 125,853 | $5.1B | 65.51% | |
| 290 | LPGDORIAN LPG LTD | 581,761 | $5.1B | 65.11% | |
| 291 | WAFDWASHINGTON FED INC | 193,226 | $5.0B | 64.45% | |
| 292 | HSTMHEALTHSTREAM INC | 209,393 | $5.0B | 64.44% | |
| 293 | ISIIONIS PHARMACEUTICALS INC | 105,577 | $5.0B | 64.14% | |
| 294 | SKYWSKYWEST INC | 189,132 | $5.0B | 63.64% | |
| 295 | SOSOUTHERN CO | 91,353 | $4.9B | 63.55% | |
| 296 | AMAGAMAG PHARMACEUTICALS INC | 796,290 | $4.9B | 63.23% | |
| 297 | SLGNSILGAN HOLDINGS INC | 166,786 | $4.8B | 62.19% | |
| 298 | PFGCPERFORMANCE FOOD GROUP CO | 195,766 | $4.8B | 62.18% | |
| 299 | NOVEURNATIONAL OILWELL VARCO INC | 491,431 | $4.8B | 62.07% | |
| 300 | TBITRUEBLUE INC | 376,981 | $4.8B | 61.80% |