WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2022 Filing
Filed April 12, 2022
Portfolio Value
$7.4B
Holdings
418
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (418 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALLYAlly Financial Inc | 2,077,518 | $90.3B | 1216.74% | |
| 2 | OMFOneMain Holdings Inc | 1,792,652 | $85.0B | 1144.81% | |
| 3 | TXNTexas Instruments Inc | 409,062 | $75.1B | 1010.99% | |
| 4 | MSFTMicrosoft Corp | 204,896 | $63.2B | 850.91% | |
| 5 | DOVDover Corp | 395,801 | $62.1B | 836.50% | |
| 6 | ANETEURArista Networks Inc | 438,610 | $61.0B | 821.10% | |
| 7 | FTNTFortinet Inc | 178,102 | $60.9B | 819.85% | |
| 8 | AXSAxis Capital Holdings Ltd | 986,717 | $59.7B | 803.71% | |
| 9 | ONON Semiconductor Corp | 950,476 | $59.5B | 801.58% | |
| 10 | AAPLApple Inc | 339,707 | $59.3B | 798.98% | |
| 11 | FNFFidelity Natl Financial Inc | 1,213,419 | $59.3B | 798.27% | |
| 12 | NVDANVIDIA Corp | 216,374 | $59.0B | 795.26% | |
| 13 | ITGartner Inc | 193,770 | $57.6B | 776.39% | |
| 14 | ACNAccenture plc | 168,370 | $56.8B | 764.81% | |
| 15 | CDNSCadence Design Systems Inc | 343,618 | $56.5B | 761.20% | |
| 16 | ORCLOracle Corp | 679,751 | $56.2B | 757.49% | |
| 17 | NTAPNetApp Inc | 666,049 | $55.3B | 744.64% | |
| 18 | PAYXPaychex Inc | 404,938 | $55.3B | 744.37% | |
| 19 | KLACKLA-Tencor Corp | 150,639 | $55.1B | 742.77% | |
| 20 | AMATApplied Materials Inc | 418,314 | $55.1B | 742.65% | |
| 21 | CDWCDW Corp | 307,579 | $55.0B | 741.16% | |
| 22 | APHAmphenol Corp | 730,157 | $55.0B | 741.07% | |
| 23 | STAGSTAG Industrial Inc | 1,321,136 | $54.6B | 735.85% | |
| 24 | AWMSkyworks Solutions Inc | 406,511 | $54.2B | 729.80% | |
| 25 | TELTE Connectivity Ltd Reg | 404,373 | $53.0B | 713.43% | |
| 26 | ZBRAZebra Technologies Corp | 127,002 | $52.5B | 707.72% | |
| 27 | KEYSKeysight Technologies Inc | 330,068 | $52.1B | 702.34% | |
| 28 | CTSHCognizant Technology Solutions | 579,778 | $52.0B | 700.29% | |
| 29 | INTUIntuit Inc | 105,930 | $50.9B | 686.09% | |
| 30 | 7HPHP Inc | 1,391,672 | $50.5B | 680.47% | |
| 31 | LRCXEURLam Research Corp | 93,118 | $50.1B | 674.32% | |
| 32 | CSLCarlisle Cos Inc | 203,141 | $50.0B | 672.90% | |
| 33 | ZBHZimmer Biomet Holdings Inc | 388,825 | $49.7B | 669.87% | |
| 34 | RSGRepublic Services Inc | 371,705 | $49.3B | 663.41% | |
| 35 | NXSTNexstar Media Group Inc | 257,584 | $48.5B | 653.95% | |
| 36 | CICigna Corp | 200,467 | $48.0B | 647.01% | |
| 37 | STXSeagate Technology Hldngs PLC | 529,000 | $47.6B | 640.59% | |
| 38 | SLMSLM Corp | 2,550,985 | $46.8B | 630.88% | |
| 39 | EHCEncompass Health Corp | 655,883 | $46.6B | 628.24% | |
| 40 | HIIHuntington Ingalls Industries | 230,046 | $45.9B | 618.00% | |
| 41 | 4DHDana Inc | 2,593,765 | $45.6B | 613.85% | |
| 42 | HCAHCA Healthcare Inc | 175,203 | $43.9B | 591.45% | |
| 43 | ACGLArch Capital Group Ltd | 899,451 | $43.6B | 586.63% | |
| 44 | APAAPA Corporation | 1,051,476 | $43.5B | 585.38% | |
| 45 | LOWLowe's Cos Inc | 210,287 | $42.5B | 572.71% | |
| 46 | DLTRDollar Tree Inc | 265,419 | $42.5B | 572.57% | |
| 47 | USFDUS Foods Holding Corp | 1,120,972 | $42.2B | 568.19% | |
| 48 | ETREntergy Corp | 356,344 | $41.6B | 560.39% | |
| 49 | AZOAutoZone Inc | 20,288 | $41.5B | 558.73% | |
| 50 | PORPortland General Electric Co | 725,178 | $40.0B | 538.72% | |
| 51 | TNLTravel and Leisure Co | 679,831 | $39.4B | 530.57% | |
| 52 | PAHUSDElement Solutions Inc | 1,798,456 | $39.4B | 530.53% | |
| 53 | ULTAUlta Beauty Inc | 96,946 | $38.6B | 520.02% | |
| 54 | GPNGlobal Payments Inc | 281,590 | $38.5B | 519.04% | |
| 55 | FTVFortive Corp | 629,659 | $38.4B | 516.77% | |
| 56 | TSCOTractor Supply Co | 162,596 | $37.9B | 511.12% | |
| 57 | ABGAmerisourceBergen Corp | 244,015 | $37.8B | 508.52% | |
| 58 | RLRalph Lauren Corp | 332,036 | $37.7B | 507.36% | |
| 59 | EQTEQT Corp | 1,082,437 | $37.2B | 501.71% | |
| 60 | TQJSignature Bank | 126,802 | $37.2B | 501.28% | |
| 61 | BMYBristol-Myers Squibb Co | 508,333 | $37.1B | 500.06% | |
| 62 | UHSUniversal Health Services Inc | 255,951 | $37.1B | 499.73% | |
| 63 | DRIDarden Restaurants Inc | 277,840 | $36.9B | 497.57% | |
| 64 | LENLennar Corp | 452,838 | $36.8B | 495.11% | |
| 65 | DKSDicks Sporting Goods Inc | 367,425 | $36.8B | 495.02% | |
| 66 | ELVAnthem Inc | 74,790 | $36.7B | 494.86% | |
| 67 | RHIRobert Half Intl Inc | 321,245 | $36.7B | 494.08% | |
| 68 | PHMPulteGroup Inc | 874,165 | $36.6B | 493.38% | |
| 69 | HSICSchein Henry Inc | 419,407 | $36.6B | 492.57% | |
| 70 | TOLToll Brothers Inc | 776,878 | $36.5B | 492.04% | |
| 71 | MCKMcKesson Corp | 119,120 | $36.5B | 491.19% | |
| 72 | NVRNVR Inc | 8,155 | $36.4B | 490.72% | |
| 73 | ABBVAbbVie Inc | 224,448 | $36.4B | 490.10% | |
| 74 | WSMWilliams-Sonoma Inc | 249,339 | $36.2B | 486.99% | |
| 75 | KMXCarMax Inc | 374,126 | $36.1B | 486.21% | |
| 76 | MKLMarkel Corp | 24,288 | $35.8B | 482.64% | |
| 77 | METMetLife Inc | 509,675 | $35.8B | 482.49% | |
| 78 | AMGNAmgen Inc | 147,423 | $35.6B | 480.20% | |
| 79 | KHCKraft Heinz Co | 904,259 | $35.6B | 479.79% | |
| 80 | JNJJohnson & Johnson | 199,222 | $35.3B | 475.60% | |
| 81 | PRUPrudential Financial Inc | 297,884 | $35.2B | 474.15% | |
| 82 | HOLXHologic Inc | 452,140 | $34.7B | 467.85% | |
| 83 | PG4Principal Financial Group Inc | 471,392 | $34.6B | 466.13% | |
| 84 | MOHMolina Healthcare Inc | 103,293 | $34.5B | 464.15% | |
| 85 | PFEPfizer Inc | 663,232 | $34.3B | 462.50% | |
| 86 | BYDBoyd Gaming Corp | 521,549 | $34.3B | 462.11% | |
| 87 | THCTenet Healthcare Corp New | 397,299 | $34.2B | 460.02% | |
| 88 | HUMHumana Inc | 77,616 | $33.8B | 454.96% | |
| 89 | SJMJ.M. Smucker Co | 249,236 | $33.7B | 454.60% | |
| 90 | DYHTarget Corp | 158,601 | $33.7B | 453.37% | |
| 91 | TSNTyson Foods Inc | 375,343 | $33.6B | 453.16% | |
| 92 | GISGeneral Mills Inc | 495,641 | $33.6B | 452.12% | |
| 93 | PNFPPinnacle Financial Partners In | 361,029 | $33.2B | 447.79% | |
| 94 | KRKroger Co | 579,456 | $33.2B | 447.78% | |
| 95 | DHID.R. Horton Inc | 445,575 | $33.2B | 447.20% | |
| 96 | LHXL3harris Technologies Inc | 133,555 | $33.2B | 446.99% | |
| 97 | 4I1Philip Morris Intl Inc | 353,209 | $33.2B | 446.93% | |
| 98 | A4SAmeriprise Financial Inc | 110,323 | $33.1B | 446.35% | |
| 99 | ATGEAdtalem Global Education Inc | 1,106,149 | $32.9B | 442.68% | |
| 100 | ANAutoNation Inc | 328,464 | $32.7B | 440.57% |
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