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)

StockValue
ALLYAlly Financial Inc
$90.3M
OMFOneMain Holdings Inc
$85.0M
TXNTexas Instruments Inc
$75.1M
MSFTMicrosoft Corp
$63.2M
DOVDover Corp
$62.1M
ANETEURArista Networks Inc
$61.0M
FTNTFortinet Inc
$60.9M
AXSAxis Capital Holdings Ltd
$59.7M
ONON Semiconductor Corp
$59.5M
AAPLApple Inc
$59.3M
FNFFidelity Natl Financial Inc
$59.3M
NVDANVIDIA Corp
$59.0M
ITGartner Inc
$57.6M
ACNAccenture plc
$56.8M
CDNSCadence Design Systems Inc
$56.5M
ORCLOracle Corp
$56.2M
NTAPNetApp Inc
$55.3M
PAYXPaychex Inc
$55.3M
KLACKLA-Tencor Corp
$55.1M
AMATApplied Materials Inc
$55.1M
CDWCDW Corp
$55.0M
APHAmphenol Corp
$55.0M
STAGSTAG Industrial Inc
$54.6M
AWMSkyworks Solutions Inc
$54.2M
TELTE Connectivity Ltd Reg
$53.0M
ZBRAZebra Technologies Corp
$52.5M
KEYSKeysight Technologies Inc
$52.1M
CTSHCognizant Technology Solutions
$52.0M
INTUIntuit Inc
$50.9M
7HPHP Inc
$50.5M
LRCXEURLam Research Corp
$50.1M
CSLCarlisle Cos Inc
$50.0M
ZBHZimmer Biomet Holdings Inc
$49.7M
RSGRepublic Services Inc
$49.3M
NXSTNexstar Media Group Inc
$48.5M
CICigna Corp
$48.0M
STXSeagate Technology Hldngs PLC
$47.6M
SLMSLM Corp
$46.8M
EHCEncompass Health Corp
$46.6M
HIIHuntington Ingalls Industries
$45.9M
4DHDana Inc
$45.6M
HCAHCA Healthcare Inc
$43.9M
ACGLArch Capital Group Ltd
$43.6M
APAAPA Corporation
$43.5M
LOWLowe's Cos Inc
$42.5M
DLTRDollar Tree Inc
$42.5M
USFDUS Foods Holding Corp
$42.2M
ETREntergy Corp
$41.6M
AZOAutoZone Inc
$41.5M
PORPortland General Electric Co
$40.0M
TNLTravel and Leisure Co
$39.4M
PAHUSDElement Solutions Inc
$39.4M
ULTAUlta Beauty Inc
$38.6M
GPNGlobal Payments Inc
$38.5M
FTVFortive Corp
$38.4M
TSCOTractor Supply Co
$37.9M
ABGAmerisourceBergen Corp
$37.8M
RLRalph Lauren Corp
$37.7M
EQTEQT Corp
$37.2M
TQJSignature Bank
$37.2M
BMYBristol-Myers Squibb Co
$37.1M
UHSUniversal Health Services Inc
$37.1M
DRIDarden Restaurants Inc
$36.9M
LENLennar Corp
$36.8M
DKSDicks Sporting Goods Inc
$36.8M
ELVAnthem Inc
$36.7M
RHIRobert Half Intl Inc
$36.7M
PHMPulteGroup Inc
$36.6M
HSICSchein Henry Inc
$36.6M
TOLToll Brothers Inc
$36.5M
MCKMcKesson Corp
$36.5M
NVRNVR Inc
$36.4M
ABBVAbbVie Inc
$36.4M
WSMWilliams-Sonoma Inc
$36.2M
KMXCarMax Inc
$36.1M
MKLMarkel Corp
$35.8M
METMetLife Inc
$35.8M
AMGNAmgen Inc
$35.6M
KHCKraft Heinz Co
$35.6M
JNJJohnson & Johnson
$35.3M
PRUPrudential Financial Inc
$35.2M
HOLXHologic Inc
$34.7M
PG4Principal Financial Group Inc
$34.6M
MOHMolina Healthcare Inc
$34.5M
PFEPfizer Inc
$34.3M
BYDBoyd Gaming Corp
$34.3M
THCTenet Healthcare Corp New
$34.2M
HUMHumana Inc
$33.8M
SJMJ.M. Smucker Co
$33.7M
DYHTarget Corp
$33.7M
TSNTyson Foods Inc
$33.6M
GISGeneral Mills Inc
$33.6M
PNFPPinnacle Financial Partners In
$33.2M
KRKroger Co
$33.2M
DHID.R. Horton Inc
$33.2M
LHXL3harris Technologies Inc
$33.2M
4I1Philip Morris Intl Inc
$33.2M
A4SAmeriprise Financial Inc
$33.1M
ATGEAdtalem Global Education Inc
$32.9M
ANAutoNation Inc
$32.7M
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