WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2024 Filing

Filed April 23, 2024

Portfolio Value

$6.2B

Holdings

493

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (493 positions)

StockValue
MUMicron Technology Inc
$101.2B
SMCIUSDSuper Micro Computer Inc
$90.0B
T7DTransDigm Group Inc
$89.5B
CPAYCorpay Inc
$87.7B
AAPLApple Inc
$87.2B
NTAPNetApp Inc
$86.3B
LRCXEURLam Research Corp
$86.2B
MSFTMicrosoft Corp
$85.8B
KLACKLA-Tencor Corp
$85.4B
ANETEURArista Networks Inc
$84.8B
AMATApplied Materials Inc
$84.7B
CDNSCadence Design Systems Inc
$84.2B
PAYXPaychex Inc
$83.8B
BAHBooz Allen Hamilton Holding Co
$83.5B
ITGartner Inc
$83.3B
DOXAmdocs Ltd
$82.1B
INTUIntuit Inc
$81.7B
FTNTFortinet Inc
$79.8B
ALLYAlly Financial Inc
$52.9B
CIThe Cigna Group Com
$51.7B
PHMPulteGroup Inc
$50.4B
HCAHCA Healthcare Inc
$49.5B
THCTenet Healthcare Corp New
$49.2B
TOLToll Brothers Inc
$48.7B
DDSDillard's Inc
$48.7B
LENLennar Corp
$46.3B
HOLXHologic Inc
$46.2B
DVADaVita Inc
$46.1B
MUSAMurphy USA Inc
$46.1B
RCLRoyal Caribbean Group
$46.0B
KBHKb Home Com
$45.6B
DECKDeckers Outdoor Corp
$44.9B
CASYCaseys General Stores Inc
$44.7B
DHID.R. Horton Inc
$44.7B
TAPMolson Coors Brewing Co
$44.5B
PVHPVH Corp
$44.2B
ORLYO'Reilly Automotive Inc
$43.7B
RFRegions Financial Corp
$43.7B
MARMarriott Intl Inc
$43.6B
TRVCCitigroup Inc
$43.4B
UNMUnum Group
$43.4B
POSTPost Holdings Inc
$42.5B
WFCWells Fargo & Co
$42.3B
W3UThe Western Union Co
$42.2B
RLRalph Lauren Corp
$42.2B
DKSDicks Sporting Goods Inc
$42.2B
PRUPrudential Financial Inc
$42.1B
SYFSynchrony Financial
$42.0B
AZOAutoZone Inc
$41.9B
GISGeneral Mills Inc
$41.8B
MOHMolina Healthcare Inc
$41.0B
FNFFidelity Natl Financial Inc
$40.8B
CAHCardinal Health Inc
$40.8B
LNWOLight & Wonder Inc
$40.8B
STTState Street Corp
$40.6B
GSThe Goldman Sachs Group Inc
$40.6B
BENFranklin Resources Inc
$40.5B
ZIONZions Bancorporation
$40.3B
ELVElevance Health Inc
$40.3B
MCKMcKesson Corp
$40.3B
HIGThe Hartford Financial Service
$40.2B
A4SAmeriprise Financial Inc
$40.1B
CNCCentene Corp
$40.1B
METMetLife Inc
$40.1B
SYU1Synovus Financial Corp
$39.9B
ABGCencora Inc Com
$39.8B
ABBVAbbVie Inc
$39.8B
UTHUnited Therapeutics Corp
$39.2B
BIIBBiogen Inc
$39.1B
4I1Philip Morris Intl Inc
$38.6B
Laboratory Corp of America Hol
$38.2B
ANFAbercrombie & Fitch Co
$37.2B
DOVDover Corp
$30.0B
SMSM Energy Co
$28.2B
CSLCarlisle Cos Inc
$23.2B
ALSNAllison Transmission Holdings
$23.0B
EQTEQT Corp
$22.5B
OVVOvintiv Inc
$22.2B
STAGSTAG Industrial Inc
$21.9B
EXEChesapeake Energy Corp
$21.7B
MRO*Marathon Oil Corp
$21.5B
MKLMarkel Group Inc
$20.7B
ATKRAtkore Intl Group Inc
$20.6B
HALHalliburton Co
$20.5B
BKRBaker Hughes Company
$20.2B
RRCRange Resources Corp
$20.1B
TTENTOTAL SE SPONSORED ADS
$19.7B
VSTVistra Energy Corp
$19.7B
SHELShell PLC Spon ADS
$19.5B
EMEEMCOR Group Inc
$19.2B
AXSAxis Capital Holdings Ltd
$19.0B
TNETTrinet Group Inc
$18.9B
BPBP p.l.c.
$18.7B
FTVFortive Corp
$17.9B
DGDollar General Corp
$17.1B
BLDRBuilders FirstSource Inc
$16.7B
TKRThe Timken Co
$16.6B
BCCBoise Cascade Co
$16.6B
BRK/BBerkshire Hathaway Inc
$16.5B
ACGLArch Capital Group Ltd
$15.4B
Page 1 of 5Next