WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2023 Filing

Filed April 11, 2023

Portfolio Value

$5.9B

Holdings

426

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (426 positions)

StockValue
TXNTexas Instruments Inc
$94.2B
AAPLApple Inc
$81.9B
FTNTFortinet Inc
$79.9B
CDNSCadence Design Systems Inc
$78.3B
INTUIntuit Inc
$76.8B
PAYXPaychex Inc
$76.3B
APHAmphenol Corp
$76.1B
DOXAmdocs Ltd
$75.2B
ANETEURArista Networks Inc
$73.9B
KLACKLA-Tencor Corp
$73.5B
ITGartner Inc
$72.5B
FLT1EURFleetCor Technologies Inc
$71.0B
KEYSKeysight Technologies Inc
$70.4B
BAHBooz Allen Hamilton Holding Co
$70.2B
CDWCDW Corp
$69.9B
ALLYAlly Financial Inc
$51.7B
DOVDover Corp
$48.4B
CIThe Cigna Group Com
$45.0B
STAGSTAG Industrial Inc
$43.1B
FNFFidelity Natl Financial Inc
$41.7B
HSICSchein Henry Inc
$41.0B
MCKMcKesson Corp
$40.7B
JAZZJazz Pharmaceuticals plc
$39.9B
GISGeneral Mills Inc
$39.8B
BIIBBiogen Inc
$39.4B
HOLXHologic Inc
$39.4B
AMGNAmgen Inc
$39.3B
KRKroger Co
$39.3B
DGXQuest Diagnostics Inc
$39.0B
ABGAmerisourceBergen Corp
$38.5B
BMYBristol-Myers Squibb Co
$38.1B
Laboratory Corp of America Hol
$38.1B
CAHCardinal Health Inc
$38.0B
ABBVAbbVie Inc
$38.0B
SJMJ.M. Smucker Co
$37.9B
ELVElevance Health Inc
$37.3B
AXSAxis Capital Holdings Ltd
$37.0B
HUMHumana Inc
$36.7B
CVSCVS Health Corp
$36.1B
CNCCentene Corp
$35.8B
MOHMolina Healthcare Inc
$35.5B
FTVFortive Corp
$35.5B
NXSTNexstar Media Group Inc
$35.4B
PORPortland General Electric Co
$35.2B
CSLCarlisle Cos Inc
$35.1B
PDCEUSDPDC Energy Inc
$32.8B
UNMUnum Group
$32.6B
TRVCCitigroup Inc
$32.2B
GPNGlobal Payments Inc
$32.0B
HIGThe Hartford Financial Service
$31.7B
IPGInterpublic Group of Cos Inc
$31.5B
A4SAmeriprise Financial Inc
$31.4B
COFCapital One Financial Corp
$31.4B
GSThe Goldman Sachs Group Inc
$31.3B
OMCOmnicom Group Inc
$31.3B
CASYCaseys General Stores Inc
$31.1B
BENFranklin Resources Inc
$31.1B
BYDBoyd Gaming Corp
$31.0B
PRKSSeaWorld Entertainment Inc
$31.0B
NVRNVR Inc
$30.8B
DFSEURDiscover Financial Services
$30.7B
ROSTRoss Stores Inc
$30.5B
MUSAMurphy USA Inc
$30.5B
ULTAUlta Beauty Inc
$30.5B
MARMarriott Intl Inc
$30.3B
JEFJefferies Financial Group Inc
$30.2B
ORLYO'Reilly Automotive Inc
$30.2B
APAAPA Corporation
$29.9B
HRBH&R Block Inc
$29.9B
TSCOTractor Supply Co
$29.8B
MKLMarkel Corp
$29.8B
BJBjs Whsl Club Holdings Inc
$29.8B
CUCAAvis Budget Group
$29.8B
AZOAutoZone Inc
$29.7B
PAGPenske Automotive Group Inc
$29.1B
EQHEquitable Holdings Inc
$29.1B
RSGRepublic Services Inc
$29.0B
DKSDicks Sporting Goods Inc
$28.6B
DECKDeckers Outdoor Corp
$28.4B
LENLennar Corp
$28.3B
ANAutoNation Inc
$27.9B
SYFSynchrony Financial
$27.9B
ZBHZimmer Biomet Holdings Inc
$27.5B
OMFOneMain Holdings Inc
$27.4B
EHCEncompass Health Corp
$27.4B
CFGCitizens Financial Group Inc
$27.2B
WHWyndham Hotels & Resorts Inc
$27.2B
OZKBank Ozk
$27.0B
PAHUSDElement Solutions Inc
$26.9B
WF2Wintrust Financial Corp
$26.9B
DDSDillard's Inc
$26.8B
BPBP p.l.c.
$25.6B
SHELShell PLC Spon ADS
$25.5B
TTENTOTAL SE SPONSORED ADS
$25.5B
BKRBaker Hughes Company
$25.0B
ATGEAdtalem Global Education Inc
$24.9B
COPConocoPhillips
$24.7B
MRO*Marathon Oil Corp
$24.3B
SMSM Energy Co
$24.2B
LFUSLittelfuse Inc
$23.8B
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