WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2020 Filing

Filed July 10, 2020

Portfolio Value

$7.3B

Holdings

513

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (513 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	6,606,617	$131.0M	1.80%
2	AANUSDAaron's, Inc.	2,296,444	$104.3M	1.43%
3	DOVDover Corporation	1,027,243	$99.2M	1.36%
4	ATGEAdtalem Global Education Inc.	3,139,070	$97.8M	1.34%
5	PKGPackaging Corporation of America	928,899	$92.7M	1.27%
6	RSGRepublic Services, Inc.	1,102,270	$90.4M	1.24%
7	EVRGEvergy, Inc.	1,510,308	$89.5M	1.23%
8	ASHAshland Global Holdings, Inc.	1,282,435	$88.6M	1.22%
9	QVCAUSDQurate Retail, Inc. Class A	8,980,683	$85.3M	1.17%
10	FEFirstEnergy Corp.	2,104,466	$81.6M	1.12%
11	ZBHZimmer Biomet Holdings, Inc.	679,320	$81.1M	1.11%
12	ETREntergy Corporation	839,369	$78.7M	1.08%
13	PNFPPinnacle Financial Partners, Inc.	1,800,336	$75.6M	1.04%
14	T7DTransDigm Group Incorporated	164,490	$72.7M	1.00%
15	UHSUniversal Health Services, Inc. Class B	777,754	$72.2M	0.99%
16	OPTUAltice USA, Inc. Class A	3,075,767	$69.3M	0.95%
17	4DHDana Incorporated	5,679,249	$69.2M	0.95%
18	MRVLMarvell Technology Group Ltd.	1,959,728	$68.7M	0.94%
19	STAGSTAG Industrial, Inc.	2,318,801	$68.0M	0.93%
20	AAPLApple Inc.	177,122	$64.6M	0.89%
21	MSFTMicrosoft Corporation	314,144	$63.9M	0.88%
22	AXSAxis Capital Holdings Limited	1,545,701	$62.7M	0.86%
23	FNFFidelity National Financial, Inc. - FNF Group	2,039,780	$62.5M	0.86%
24	CTXSEURCitrix Systems, Inc.	401,909	$59.4M	0.82%
25	NVDANVIDIA Corporation	155,887	$59.2M	0.81%
26	JKHYJack Henry & Associates, Inc.	315,030	$58.0M	0.80%
27	TQJSignature Bank	541,497	$57.9M	0.80%
28	ORCLOracle Corporation	1,047,152	$57.9M	0.80%
29	AVBAvalonBay Communities, Inc.	373,634	$57.8M	0.79%
30	ACNAccenture Plc Class A	265,143	$56.9M	0.78%
31	LAMRLamar Advertising Company Class A	843,673	$56.3M	0.77%
32	AIZAssurant, Inc.	543,805	$56.2M	0.77%
33	AKAMAkamai Technologies, Inc.	519,570	$55.6M	0.76%
34	FICOFair Isaac Corporation	132,602	$55.4M	0.76%
35	CDNSCadence Design Systems, Inc.	575,031	$55.2M	0.76%
36	—MGM Growth Properties LLC Class A	2,016,311	$54.9M	0.75%
37	AMATApplied Materials, Inc.	905,208	$54.7M	0.75%
38	INTCIntel Corporation	914,423	$54.7M	0.75%
39	WYNEURWyndham Destinations, Inc.	1,929,589	$54.4M	0.75%
40	BAHBooz Allen Hamilton Holding Corporation Class A	694,085	$54.0M	0.74%
41	NOCNorthrop Grumman Corporation	172,664	$53.1M	0.73%
42	DOXAmdocs Limited	844,595	$51.4M	0.71%
43	EPREPR Properties	1,537,165	$50.9M	0.70%
44	STXSeagate Technology PLC	1,051,174	$50.9M	0.70%
45	CERNCHFCerner Corporation	738,985	$50.7M	0.70%
46	LMTLockheed Martin Corporation	136,886	$50.0M	0.69%
47	FISVFiserv, Inc.	500,084	$48.8M	0.67%
48	—QTS Realty Trust, Inc. Class A	755,532	$48.4M	0.67%
49	PORPortland General Electric Company	1,127,422	$47.1M	0.65%
50	USFDUS Foods Holding Corp.	2,326,538	$45.9M	0.63%
51	EMNEastman Chemical Company	655,992	$45.7M	0.63%
52	SLMSLM Corp	6,429,106	$45.2M	0.62%
53	MURMurphy Oil Corporation	3,119,898	$43.1M	0.59%
54	LOWLowe's Companies, Inc.	317,616	$42.9M	0.59%
55	UGIUGI Corporation	1,337,467	$42.5M	0.58%
56	LBRDKLiberty Broadband Corp. Class C	342,628	$42.5M	0.58%
57	EHCEncompass Health Corporation	670,279	$41.5M	0.57%
58	ENOVColfax Corporation	1,457,925	$40.7M	0.56%
59	DGDollar General Corporation	211,966	$40.4M	0.56%
60	MKLMarkel Corporation	41,409	$38.2M	0.53%
61	VACMarriott Vacations Worldwide Corporation	464,201	$38.2M	0.52%
62	HOLXHologic, Inc.	657,704	$37.5M	0.52%
63	EBAeBay Inc.	669,389	$35.1M	0.48%
64	DVADaVita Inc.	443,189	$35.1M	0.48%
65	KHCKraft Heinz Company	1,088,606	$34.7M	0.48%
66	UTHUnited Therapeutics Corporation	286,855	$34.7M	0.48%
67	BIIBBiogen Inc.	129,351	$34.6M	0.48%
68	THSTreeHouse Foods, Inc.	785,066	$34.4M	0.47%
69	GILDGilead Sciences, Inc.	445,930	$34.3M	0.47%
70	UNUSDUnilever NV ADR	640,808	$34.1M	0.47%
71	JNJJohnson & Johnson	241,738	$34.0M	0.47%
72	EAElectronic Arts Inc.	256,461	$33.9M	0.47%
73	GISGeneral Mills, Inc.	547,647	$33.8M	0.46%
74	ABGAmerisourceBergen Corporation	334,900	$33.7M	0.46%
75	AMGNAmgen Inc.	142,730	$33.7M	0.46%
76	TSCOTractor Supply Company	253,564	$33.4M	0.46%
77	PFEPfizer Inc.	1,018,482	$33.3M	0.46%
78	HUMHumana Inc.	85,776	$33.3M	0.46%
79	KMBKimberly-Clark Corporation	234,717	$33.2M	0.46%
80	BBYBest Buy Co., Inc.	379,334	$33.1M	0.46%
81	CPBCampbell Soup Company	656,184	$32.6M	0.45%
82	GSGoldman Sachs Group, Inc.	163,363	$32.3M	0.44%
83	BJBJ's Wholesale Club Holdings, Inc.	863,913	$32.2M	0.44%
84	ELVAnthem, Inc.	122,275	$32.2M	0.44%
85	GRMNGarmin Ltd.	325,178	$31.7M	0.44%
86	AERAerCap Holdings NV	1,028,624	$31.7M	0.44%
87	4I1Philip Morris International Inc.	452,184	$31.7M	0.44%
88	MCKMcKesson Corporation	205,655	$31.6M	0.43%
89	OLLIOllie's Bargain Outlet Holdings Inc	322,389	$31.5M	0.43%
90	BACBank of America Corp	1,322,612	$31.4M	0.43%
91	ATVIEURActivision Blizzard, Inc.	413,567	$31.4M	0.43%
92	ITTITT, Inc.	533,241	$31.3M	0.43%
93	SPGIS&P Global, Inc.	94,094	$31.0M	0.43%
94	SJMJ.M. Smucker Company	292,750	$31.0M	0.43%
95	DYHTarget Corporation	257,477	$30.9M	0.42%
96	CAHCardinal Health, Inc.	590,023	$30.8M	0.42%
97	AZOAutoZone, Inc.	27,177	$30.7M	0.42%
98	DHID.R. Horton, Inc.	551,048	$30.6M	0.42%
99	LENLennar Corporation Class A	491,559	$30.3M	0.42%
100	SMGScotts Miracle-Gro Company Class A	224,726	$30.2M	0.42%

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