WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2024 Filing

Filed July 17, 2024

Portfolio Value

$5.6B

Holdings

481

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (481 positions)

#	Stock	Shares	Value	% Portfolio
1	GOOGLAlphabet Inc Cap Stock Cl A	428,738	$78.0M	1.38%
2	MSFTMicrosoft Corp	166,153	$74.0M	1.31%
3	LDOSLeidos Holdings Inc	501,868	$73.0M	1.29%
4	ANETEURArista Networks Inc	210,733	$73.0M	1.29%
5	AAPLApple Inc	345,151	$72.0M	1.28%
6	DOXAmdocs Ltd	874,673	$69.0M	1.22%
7	APHAmphenol Corp	1,026,534	$69.0M	1.22%
8	ITGartner Inc	151,695	$68.0M	1.20%
9	AMATApplied Materials Inc	287,687	$67.0M	1.19%
10	BAHBooz Allen Hamilton Holding Co	437,938	$67.0M	1.19%
11	CDNSCadence Design Systems Inc	219,894	$67.0M	1.19%
12	NTAPNetApp Inc	519,670	$66.0M	1.17%
13	PAYXPaychex Inc	558,829	$66.0M	1.17%
14	FTNTFortinet Inc	1,093,039	$65.0M	1.15%
15	TXTTextron Inc	749,113	$64.0M	1.13%
16	7HPHP Inc	1,789,602	$62.0M	1.10%
17	MUMicron Technology Inc	470,596	$61.0M	1.08%
18	ADIAnalog Devices Inc	270,459	$61.0M	1.08%
19	QCOMQUALCOMM Inc	302,510	$60.0M	1.06%
20	SYFSynchrony Financial	1,065,053	$50.0M	0.89%
21	ANFAbercrombie & Fitch Co	264,586	$47.0M	0.83%
22	RFRegions Financial Corp	2,343,629	$46.0M	0.81%
23	SYU1Synovus Financial Corp	1,145,174	$46.0M	0.81%
24	CASYCaseys General Stores Inc	120,178	$45.0M	0.80%
25	GSThe Goldman Sachs Group Inc	100,119	$45.0M	0.80%
26	UNMUnum Group	872,808	$44.0M	0.78%
27	ZIONZions Bancorporation	1,019,182	$44.0M	0.78%
28	CIThe Cigna Group Com	133,649	$44.0M	0.78%
29	RCLRoyal Caribbean Group	282,220	$44.0M	0.78%
30	TRVCCitigroup Inc	688,206	$43.0M	0.76%
31	WFCWells Fargo & Co	732,259	$43.0M	0.76%
32	DDSDillard's Inc	97,874	$43.0M	0.76%
33	KBHKb Home Com	613,096	$43.0M	0.76%
34	HIGThe Hartford Financial Service	430,770	$43.0M	0.76%
35	HCAHCA Healthcare Inc	132,515	$42.0M	0.74%
36	A4SAmeriprise Financial Inc	100,643	$42.0M	0.74%
37	TOLToll Brothers Inc	364,718	$42.0M	0.74%
38	MUSAMurphy USA Inc	90,989	$42.0M	0.74%
39	PRUPrudential Financial Inc	365,381	$42.0M	0.74%
40	LNWOLight & Wonder Inc	408,922	$42.0M	0.74%
41	METMetLife Inc	605,850	$42.0M	0.74%
42	FNFFidelity Natl Financial Inc	851,810	$42.0M	0.74%
43	HOLXHologic Inc	552,720	$41.0M	0.73%
44	STTState Street Corp	567,426	$41.0M	0.73%
45	MARMarriott Intl Inc	171,826	$41.0M	0.73%
46	UTHUnited Therapeutics Corp	126,809	$40.0M	0.71%
47	TMHCTaylor Morrison Home Corp	727,919	$40.0M	0.71%
48	PHMPulteGroup Inc	371,976	$40.0M	0.71%
49	DHID.R. Horton Inc	279,079	$39.0M	0.69%
50	DKSDicks Sporting Goods Inc	184,973	$39.0M	0.69%
51	THCTenet Healthcare Corp New	288,631	$38.0M	0.67%
52	DGXQuest Diagnostics Inc	277,561	$37.0M	0.66%
53	LENLennar Corp	252,007	$37.0M	0.66%
54	DVADaVita Inc	272,524	$37.0M	0.66%
55	POSTPost Holdings Inc	364,187	$37.0M	0.66%
56	ABBVAbbVie Inc	212,439	$36.0M	0.64%
57	TAPMolson Coors Brewing Co	689,027	$35.0M	0.62%
58	BIIBBiogen Inc	148,514	$34.0M	0.60%
59	PFEPfizer Inc	1,221,888	$34.0M	0.60%
60	W3UThe Western Union Co	2,830,744	$34.0M	0.60%
61	ABGCencora Inc Com	153,353	$34.0M	0.60%
62	LHLabcorp Holdings Inc	171,456	$34.0M	0.60%
63	OGNOrganon & Co Common Stock	1,621,877	$33.0M	0.58%
64	4I1Philip Morris Intl Inc	335,437	$33.0M	0.58%
65	CNCCentene Corp	490,801	$32.0M	0.57%
66	GISGeneral Mills Inc	517,959	$32.0M	0.57%
67	MOHMolina Healthcare Inc	105,317	$31.0M	0.55%
68	BKRBaker Hughes Company	726,291	$25.0M	0.44%
69	OVVOvintiv Inc	535,304	$25.0M	0.44%
70	SMSM Energy Co	593,241	$25.0M	0.44%
71	SHELShell PLC Spon ADS	337,972	$24.0M	0.43%
72	HALHalliburton Co	714,084	$24.0M	0.43%
73	EXEChesapeake Energy Corp	284,263	$23.0M	0.41%
74	BPBP p.l.c.	629,568	$22.0M	0.39%
75	TTENTOTAL SE SPONSORED ADS	329,780	$21.0M	0.37%
76	DOVDover Corp	108,700	$19.0M	0.34%
77	CSLCarlisle Cos Inc	47,923	$19.0M	0.34%
78	ALSNAllison Transmission Holdings	251,194	$19.0M	0.34%
79	EMEEMCOR Group Inc	47,175	$17.0M	0.30%
80	STAGSTAG Industrial Inc	456,054	$16.0M	0.28%
81	TNETTrinet Group Inc	163,600	$16.0M	0.28%
82	FTVFortive Corp	191,725	$14.0M	0.25%
83	TKRThe Timken Co	184,802	$14.0M	0.25%
84	ATKRAtkore Intl Group Inc	104,276	$14.0M	0.25%
85	BACVerizon Communications Inc	348,563	$14.0M	0.25%
86	TMUST-Mobile US Inc	81,917	$14.0M	0.25%
87	NRANRG Energy Inc	182,034	$14.0M	0.25%
88	DGDollar General Corp	106,077	$14.0M	0.25%
89	UGIUGI Corp	578,469	$13.0M	0.23%
90	MMM3M Co	133,259	$13.0M	0.23%
91	AMTAmerican Tower Corp	69,146	$13.0M	0.23%
92	BRK/BBerkshire Hathaway Inc	33,664	$13.0M	0.23%
93	OGEOGE Energy Corp	391,027	$13.0M	0.23%
94	EVRGEvergy Inc	260,331	$13.0M	0.23%
95	VSTVistra Energy Corp	161,663	$13.0M	0.23%
96	PNWPinnacle West Capital Corp	181,489	$13.0M	0.23%
97	DDominion Energy Inc	272,438	$13.0M	0.23%
98	EMREmerson Electric Co	118,635	$13.0M	0.23%
99	RRyder System Inc	107,744	$13.0M	0.23%
100	KNXKnight-Swift Trans Holdings In	263,033	$13.0M	0.23%

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