WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2022 Filing
Filed July 11, 2022
Portfolio Value
$6.3B
Holdings
406
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALLYAlly Financial Inc | 2,174,095 | $72.9B | 1159.23% | |
| 2 | OMFOneMain Holdings Inc | 1,797,468 | $67.2B | 1069.09% | |
| 3 | STAGSTAG Industrial Inc | 1,699,843 | $52.5B | 835.22% | |
| 4 | AXSAxis Capital Holdings Ltd | 899,501 | $51.4B | 817.11% | |
| 5 | DOVDover Corp | 415,928 | $50.5B | 802.90% | |
| 6 | CICigna Corp | 180,994 | $47.7B | 758.92% | |
| 7 | HIIHuntington Ingalls Industries | 217,263 | $47.3B | 753.00% | |
| 8 | FNFFidelity Natl Financial Inc | 1,267,746 | $46.9B | 745.56% | |
| 9 | CDNSCadence Design Systems Inc | 309,936 | $46.5B | 739.89% | |
| 10 | FTNTFortinet Inc | 815,579 | $46.1B | 734.24% | |
| 11 | DOXAmdocs Ltd | 552,208 | $46.0B | 732.00% | |
| 12 | MSFTMicrosoft Corp | 178,169 | $45.8B | 728.10% | |
| 13 | ORCLOracle Corp | 651,814 | $45.5B | 724.65% | |
| 14 | AAPLApple Inc | 331,767 | $45.4B | 721.74% | |
| 15 | LMTLockheed Martin Corp | 105,458 | $45.3B | 721.48% | |
| 16 | INTUIntuit Inc | 113,796 | $43.9B | 697.92% | |
| 17 | KEYSKeysight Technologies Inc | 318,029 | $43.8B | 697.57% | |
| 18 | PAYXPaychex Inc | 383,073 | $43.6B | 694.08% | |
| 19 | ARWArrow Electrs Inc | 387,447 | $43.4B | 691.03% | |
| 20 | ANETEURArista Networks Inc | 462,655 | $43.4B | 690.07% | |
| 21 | ACNAccenture plc | 154,854 | $43.0B | 684.12% | |
| 22 | CTSHCognizant Technology Solutions | 636,808 | $43.0B | 683.85% | |
| 23 | CSLCarlisle Cos Inc | 179,265 | $42.8B | 680.60% | |
| 24 | ITGartner Inc | 175,725 | $42.5B | 676.18% | |
| 25 | APHAmphenol Corp | 652,200 | $42.0B | 668.11% | |
| 26 | CDWCDW Corp | 264,873 | $41.7B | 664.04% | |
| 27 | NTAPNetApp Inc | 637,647 | $41.6B | 661.92% | |
| 28 | TELTE Connectivity Ltd Reg | 362,329 | $41.0B | 652.35% | |
| 29 | QCOMQUALCOMM Inc | 320,753 | $41.0B | 651.95% | |
| 30 | KLACKLA-Tencor Corp | 128,314 | $40.9B | 651.45% | |
| 31 | NXSTNexstar Media Group Inc | 246,468 | $40.1B | 638.77% | |
| 32 | HPEHewlett Packard Enterprise Co | 3,019,284 | $40.0B | 637.04% | |
| 33 | GISGeneral Mills Inc | 526,698 | $39.7B | 632.31% | |
| 34 | ACGLArch Capital Group Ltd | 872,884 | $39.7B | 631.80% | |
| 35 | HUMHumana Inc | 84,746 | $39.7B | 631.17% | |
| 36 | EHCEncompass Health Corp | 706,572 | $39.6B | 630.15% | |
| 37 | FLT1EURFleetCor Technologies Inc | 187,834 | $39.5B | 627.97% | |
| 38 | LOWLowe's Cos Inc | 225,734 | $39.4B | 627.38% | |
| 39 | SLMSLM Corp | 2,437,469 | $38.9B | 618.21% | |
| 40 | ONON Semiconductor Corp | 768,926 | $38.7B | 615.54% | |
| 41 | 7HPHP Inc | 1,179,796 | $38.7B | 615.37% | |
| 42 | ETREntergy Corp | 342,982 | $38.6B | 614.71% | |
| 43 | KMXCarMax Inc | 425,557 | $38.5B | 612.66% | |
| 44 | SJMJ.M. Smucker Co | 298,040 | $38.2B | 607.06% | |
| 45 | ABBVAbbVie Inc | 247,503 | $37.9B | 603.18% | |
| 46 | PORPortland General Electric Co | 782,630 | $37.8B | 601.86% | |
| 47 | UTHUnited Therapeutics Corp | 160,028 | $37.7B | 600.01% | |
| 48 | KHCKraft Heinz Co | 988,384 | $37.7B | 599.82% | |
| 49 | JAZZJazz Pharmaceuticals plc | 240,622 | $37.5B | 597.31% | |
| 50 | BMYBristol-Myers Squibb Co | 485,626 | $37.4B | 594.98% | |
| 51 | MCKMcKesson Corp | 114,421 | $37.3B | 593.90% | |
| 52 | ULUnilever PLC Sp ADR | 812,968 | $37.3B | 592.84% | |
| 53 | CNCCentene Corp | 439,139 | $37.2B | 591.21% | |
| 54 | ZBHZimmer Biomet Holdings Inc | 349,545 | $36.7B | 584.32% | |
| 55 | ATGEAdtalem Global Education Inc | 1,015,565 | $36.5B | 581.25% | |
| 56 | FTVFortive Corp | 669,203 | $36.4B | 579.04% | |
| 57 | AMGNAmgen Inc | 149,387 | $36.3B | 578.32% | |
| 58 | MOHMolina Healthcare Inc | 128,322 | $35.9B | 570.91% | |
| 59 | ELVElevance Health Inc | 74,327 | $35.9B | 570.73% | |
| 60 | RSGRepublic Services Inc | 273,642 | $35.8B | 569.83% | |
| 61 | TSNTyson Foods Inc | 415,962 | $35.8B | 569.60% | |
| 62 | KRKroger Co | 754,440 | $35.7B | 568.17% | |
| 63 | AZOAutoZone Inc | 16,488 | $35.4B | 563.83% | |
| 64 | DGXQuest Diagnostics Inc | 265,065 | $35.2B | 560.85% | |
| 65 | 4I1Philip Morris Intl Inc | 352,866 | $34.8B | 554.39% | |
| 66 | —Laboratory Corp of America Hol | 148,023 | $34.7B | 551.99% | |
| 67 | HOLXHologic Inc | 499,686 | $34.6B | 550.99% | |
| 68 | ABGAmerisourceBergen Corp | 242,576 | $34.3B | 546.09% | |
| 69 | GPNGlobal Payments Inc | 309,164 | $34.2B | 544.27% | |
| 70 | HSICSchein Henry Inc | 443,362 | $34.0B | 541.38% | |
| 71 | USFDUS Foods Holding Corp | 1,068,217 | $32.8B | 521.47% | |
| 72 | HRBH&R Block Inc | 921,474 | $32.5B | 517.86% | |
| 73 | DLTRDollar Tree Inc | 206,581 | $32.2B | 512.29% | |
| 74 | TSCOTractor Supply Co | 165,842 | $32.1B | 511.53% | |
| 75 | TQJSignature Bank | 177,968 | $31.9B | 507.49% | |
| 76 | PAHUSDElement Solutions Inc | 1,789,876 | $31.9B | 506.94% | |
| 77 | LHXL3harris Technologies Inc | 130,943 | $31.6B | 503.59% | |
| 78 | THCTenet Healthcare Corp New | 598,189 | $31.4B | 500.28% | |
| 79 | ULTAUlta Beauty Inc | 81,548 | $31.4B | 500.18% | |
| 80 | ANAutoNation Inc | 280,118 | $31.3B | 498.13% | |
| 81 | APAAPA Corporation | 893,232 | $31.2B | 496.03% | |
| 82 | LADLithia Motors Inc Cl A | 112,507 | $30.9B | 491.96% | |
| 83 | NVRNVR Inc | 7,614 | $30.5B | 485.11% | |
| 84 | PHMPulteGroup Inc | 755,906 | $30.0B | 476.66% | |
| 85 | DRIDarden Restaurants Inc | 264,476 | $29.9B | 476.04% | |
| 86 | MKLMarkel Corp | 23,078 | $29.8B | 474.90% | |
| 87 | LENLennar Corp | 422,181 | $29.8B | 474.06% | |
| 88 | DHID.R. Horton Inc | 449,336 | $29.7B | 473.24% | |
| 89 | MUSAMurphy USA Inc | 126,189 | $29.4B | 467.58% | |
| 90 | RLRalph Lauren Corp | 327,035 | $29.3B | 466.51% | |
| 91 | METMetLife Inc | 463,882 | $29.1B | 463.46% | |
| 92 | PG4Principal Financial Group Inc | 435,670 | $29.1B | 463.00% | |
| 93 | GSThe Goldman Sachs Group Inc | 96,750 | $28.7B | 457.25% | |
| 94 | UHSUniversal Health Services Inc | 283,584 | $28.6B | 454.44% | |
| 95 | BYDBoyd Gaming Corp | 571,527 | $28.4B | 452.42% | |
| 96 | UNMUnum Group | 831,124 | $28.3B | 449.90% | |
| 97 | WSMWilliams-Sonoma Inc | 254,452 | $28.2B | 449.20% | |
| 98 | BCBrunswick Corp | 429,019 | $28.0B | 446.31% | |
| 99 | NYCBEURNew York Community Bancorp Inc | 3,072,204 | $28.0B | 446.31% | |
| 100 | VOYAVoya Financial Inc | 470,951 | $28.0B | 446.10% |
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