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
$94.0M
AAPLApple Inc
$81.0M
FTNTFortinet Inc
$79.0M
CDNSCadence Design Systems Inc
$78.0M
APHAmphenol Corp
$76.0M
INTUIntuit Inc
$76.0M
PAYXPaychex Inc
$76.0M
DOXAmdocs Ltd
$75.0M
ANETEURArista Networks Inc
$73.0M
KLACKLA-Tencor Corp
$73.0M
ITGartner Inc
$72.0M
FLT1EURFleetCor Technologies Inc
$71.0M
KEYSKeysight Technologies Inc
$70.0M
BAHBooz Allen Hamilton Holding Co
$70.0M
CDWCDW Corp
$69.0M
ALLYAlly Financial Inc
$51.0M
DOVDover Corp
$48.0M
CIThe Cigna Group Com
$44.0M
STAGSTAG Industrial Inc
$43.0M
FNFFidelity Natl Financial Inc
$41.0M
MCKMcKesson Corp
$40.0M
HSICSchein Henry Inc
$40.0M
AMGNAmgen Inc
$39.0M
HOLXHologic Inc
$39.0M
KRKroger Co
$39.0M
JAZZJazz Pharmaceuticals plc
$39.0M
BIIBBiogen Inc
$39.0M
GISGeneral Mills Inc
$39.0M
BMYBristol-Myers Squibb Co
$38.0M
DGXQuest Diagnostics Inc
$38.0M
LHLaboratory Corp of America Hol
$38.0M
CAHCardinal Health Inc
$38.0M
ABGAmerisourceBergen Corp
$38.0M
SJMJ.M. Smucker Co
$37.0M
ELVElevance Health Inc
$37.0M
ABBVAbbVie Inc
$37.0M
HUMHumana Inc
$36.0M
AXSAxis Capital Holdings Ltd
$36.0M
CVSCVS Health Corp
$36.0M
FTVFortive Corp
$35.0M
MOHMolina Healthcare Inc
$35.0M
NXSTNexstar Media Group Inc
$35.0M
PORPortland General Electric Co
$35.0M
CNCCentene Corp
$35.0M
CSLCarlisle Cos Inc
$35.0M
UNMUnum Group
$32.0M
PDCEUSDPDC Energy Inc
$32.0M
TRVCCitigroup Inc
$32.0M
HIGThe Hartford Financial Service
$31.0M
A4SAmeriprise Financial Inc
$31.0M
GPNGlobal Payments Inc
$31.0M
COFCapital One Financial Corp
$31.0M
CASYCaseys General Stores Inc
$31.0M
IPGInterpublic Group of Cos Inc
$31.0M
BENFranklin Resources Inc
$31.0M
OMCOmnicom Group Inc
$31.0M
GSThe Goldman Sachs Group Inc
$31.0M
BYDBoyd Gaming Corp
$30.0M
ROSTRoss Stores Inc
$30.0M
DFSEURDiscover Financial Services
$30.0M
MUSAMurphy USA Inc
$30.0M
PRKSSeaWorld Entertainment Inc
$30.0M
MARMarriott Intl Inc
$30.0M
JEFJefferies Financial Group Inc
$30.0M
HRBH&R Block Inc
$29.0M
BJBjs Whsl Club Holdings Inc
$29.0M
APAAPA Corporation
$29.0M
CUCAAvis Budget Group
$29.0M
TSCOTractor Supply Co
$29.0M
RSGRepublic Services Inc
$29.0M
PAGPenske Automotive Group Inc
$29.0M
EQHEquitable Holdings Inc
$29.0M
LENLennar Corp
$28.0M
DKSDicks Sporting Goods Inc
$28.0M
DECKDeckers Outdoor Corp
$28.0M
ZBHZimmer Biomet Holdings Inc
$27.0M
EHCEncompass Health Corp
$27.0M
WHWyndham Hotels & Resorts Inc
$27.0M
ANAutoNation Inc
$27.0M
SYFSynchrony Financial
$27.0M
CFGCitizens Financial Group Inc
$27.0M
OMFOneMain Holdings Inc
$27.0M
OZKBank Ozk
$27.0M
PAHUSDElement Solutions Inc
$26.0M
DDSDillard's Inc
$26.0M
WF2Wintrust Financial Corp
$26.0M
SHELShell PLC Spon ADS
$25.0M
BPBP p.l.c.
$25.0M
TTENTOTAL SE SPONSORED ADS
$25.0M
ATGEAdtalem Global Education Inc
$24.0M
BKRBaker Hughes Company
$24.0M
MRO*Marathon Oil Corp
$24.0M
COPConocoPhillips
$24.0M
SMSM Energy Co
$24.0M
LFUSLittelfuse Inc
$23.0M
OVVOvintiv Inc
$22.0M
EMEEMCOR Group Inc
$22.0M
ACGLArch Capital Group Ltd
$22.0M
USFDUS Foods Holding Corp
$22.0M
KMXCarMax Inc
$21.0M
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