WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2023 Filing

Filed July 17, 2023

Portfolio Value

$6.3B

Holdings

505

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (505 positions)

#	Stock	Shares	Value	% Portfolio
1	TXNTexas Instruments Inc	494,910	$89.0M	1.42%
2	AAPLApple Inc	446,661	$86.0M	1.37%
3	KLACKLA-Tencor Corp	176,546	$85.0M	1.35%
4	FTNTFortinet Inc	1,111,575	$84.0M	1.34%
5	BAHBooz Allen Hamilton Holding Co	735,902	$82.0M	1.31%
6	SMCIUSDSuper Micro Computer Inc	324,035	$80.0M	1.27%
7	DOXAmdocs Ltd	818,034	$80.0M	1.27%
8	FLT1EURFleetCor Technologies Inc	319,699	$80.0M	1.27%
9	ONON Semiconductor Corp	855,520	$80.0M	1.27%
10	AMATApplied Materials Inc	555,090	$80.0M	1.27%
11	CDNSCadence Design Systems Inc	337,847	$79.0M	1.26%
12	ITGartner Inc	220,724	$77.0M	1.23%
13	INTUIntuit Inc	167,469	$76.0M	1.21%
14	KEYSKeysight Technologies Inc	457,802	$76.0M	1.21%
15	ANETEURArista Networks Inc	454,787	$73.0M	1.16%
16	PAYXPaychex Inc	657,879	$73.0M	1.16%
17	ALLYAlly Financial Inc	1,760,840	$47.0M	0.75%
18	FNFFidelity Natl Financial Inc	1,241,017	$44.0M	0.70%
19	CIThe Cigna Group Com	155,532	$43.0M	0.68%
20	HCAHCA Healthcare Inc	140,780	$42.0M	0.67%
21	THCTenet Healthcare Corp New	499,746	$40.0M	0.64%
22	DGXQuest Diagnostics Inc	280,291	$39.0M	0.62%
23	HSICSchein Henry Inc	490,374	$39.0M	0.62%
24	HOLXHologic Inc	473,981	$38.0M	0.61%
25	SYFSynchrony Financial	1,110,837	$37.0M	0.59%
26	UNMUnum Group	780,260	$37.0M	0.59%
27	DOVDover Corp	254,839	$37.0M	0.59%
28	ANAutoNation Inc	219,327	$36.0M	0.57%
29	TAPMolson Coors Brewing Co	554,838	$36.0M	0.57%
30	STAGSTAG Industrial Inc	1,014,848	$36.0M	0.57%
31	DVADaVita Inc	366,813	$36.0M	0.57%
32	PAGPenske Automotive Group Inc	213,002	$35.0M	0.56%
33	PHMPulteGroup Inc	450,796	$35.0M	0.56%
34	RFRegions Financial Corp	1,968,183	$35.0M	0.56%
35	COFCapital One Financial Corp	313,075	$34.0M	0.54%
36	DFSEURDiscover Financial Services	293,987	$34.0M	0.54%
37	CSLCarlisle Cos Inc	135,676	$34.0M	0.54%
38	NXSTNexstar Media Group Inc	203,454	$33.0M	0.53%
39	LHLaboratory Corp of America Hol	140,876	$33.0M	0.53%
40	WFCWells Fargo & Co	786,830	$33.0M	0.53%
41	MCKMcKesson Corp	77,760	$33.0M	0.53%
42	OZKBank Ozk	833,094	$33.0M	0.53%
43	ABGAmerisourceBergen Corp	175,484	$33.0M	0.53%
44	CAHCardinal Health Inc	355,221	$33.0M	0.53%
45	TOLToll Brothers Inc	421,600	$33.0M	0.53%
46	A4SAmeriprise Financial Inc	98,371	$32.0M	0.51%
47	RCLRoyal Caribbean Group	311,939	$32.0M	0.51%
48	MUSAMurphy USA Inc	104,995	$32.0M	0.51%
49	METMetLife Inc	573,769	$32.0M	0.51%
50	MOHMolina Healthcare Inc	108,277	$32.0M	0.51%
51	AXSAxis Capital Holdings Ltd	600,679	$32.0M	0.51%
52	TMHCTaylor Morrison Home Corp	659,592	$32.0M	0.51%
53	HIGThe Hartford Financial Service	433,189	$31.0M	0.49%
54	CNCCentene Corp	472,185	$31.0M	0.49%
55	DDSDillard's Inc	95,854	$31.0M	0.49%
56	CASYCaseys General Stores Inc	128,440	$31.0M	0.49%
57	CVSCVS Health Corp	461,509	$31.0M	0.49%
58	AMGNAmgen Inc	142,502	$31.0M	0.49%
59	SJMJ.M. Smucker Co	203,758	$30.0M	0.48%
60	BUWABio Rad Laboratories Inc Cl A	79,426	$30.0M	0.48%
61	ABBVAbbVie Inc	228,612	$30.0M	0.48%
62	ELVElevance Health Inc	67,664	$30.0M	0.48%
63	BENFranklin Resources Inc	1,145,067	$30.0M	0.48%
64	BMYBristol-Myers Squibb Co	480,019	$30.0M	0.48%
65	BIIBBiogen Inc	106,815	$30.0M	0.48%
66	EMEEMCOR Group Inc	162,604	$30.0M	0.48%
67	KRKroger Co	638,507	$30.0M	0.48%
68	STTState Street Corp	416,110	$30.0M	0.48%
69	PRKSSeaWorld Entertainment Inc	522,357	$29.0M	0.46%
70	GSThe Goldman Sachs Group Inc	92,994	$29.0M	0.46%
71	TRVCCitigroup Inc	640,409	$29.0M	0.46%
72	LENLennar Corp	234,609	$29.0M	0.46%
73	JAZZJazz Pharmaceuticals plc	239,082	$29.0M	0.46%
74	DHID.R. Horton Inc	243,863	$29.0M	0.46%
75	OMCOmnicom Group Inc	294,652	$28.0M	0.45%
76	FTVFortive Corp	381,273	$28.0M	0.45%
77	HUMHumana Inc	63,539	$28.0M	0.45%
78	IPGInterpublic Group of Cos Inc	728,483	$28.0M	0.45%
79	WHWyndham Hotels & Resorts Inc	397,350	$27.0M	0.43%
80	GISGeneral Mills Inc	354,475	$27.0M	0.43%
81	MARMarriott Intl Inc	152,196	$27.0M	0.43%
82	DKSDicks Sporting Goods Inc	196,960	$26.0M	0.41%
83	BYDBoyd Gaming Corp	388,497	$26.0M	0.41%
84	TSCOTractor Supply Co	119,802	$26.0M	0.41%
85	EHCEncompass Health Corp	365,528	$24.0M	0.38%
86	OMFOneMain Holdings Inc	541,020	$23.0M	0.37%
87	ALSNAllison Transmission Holdings	395,856	$22.0M	0.35%
88	PDCEUSDPDC Energy Inc	310,651	$22.0M	0.35%
89	RSGRepublic Services Inc	150,123	$22.0M	0.35%
90	GPNGlobal Payments Inc	228,071	$22.0M	0.35%
91	EQTEQT Corp	533,793	$21.0M	0.33%
92	UGIUGI Corp	781,926	$21.0M	0.33%
93	PNFPPinnacle Financial Partners In	383,834	$21.0M	0.33%
94	VSTVistra Energy Corp	821,355	$21.0M	0.33%
95	OVVOvintiv Inc	557,996	$21.0M	0.33%
96	PAHUSDElement Solutions Inc	1,071,003	$20.0M	0.32%
97	APAAPA Corporation	596,643	$20.0M	0.32%
98	EVRGEvergy Inc	352,967	$20.0M	0.32%
99	TKRThe Timken Co	229,306	$20.0M	0.32%
100	UHSUniversal Health Services Inc	128,901	$20.0M	0.32%

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