WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$5.6B
Holdings
509
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (509 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNFabrinet | 264,680 | $78.0B | 1391.87% | |
| 2 | METAMeta Platforms Inc | 97,297 | $71.8B | 1281.55% | |
| 3 | MSFTMicrosoft Corp | 142,545 | $70.9B | 1265.30% | |
| 4 | STXSeagate Technology Hldngs PLC | 485,744 | $70.1B | 1251.09% | |
| 5 | KLACKLA-Tencor Corp | 77,691 | $69.6B | 1241.88% | |
| 6 | JBLJabil Inc | 316,486 | $69.0B | 1231.79% | |
| 7 | CWCurtiss-Wright Corp | 140,451 | $68.6B | 1224.50% | |
| 8 | GOOGLAlphabet Inc Cap Stock Cl A | 384,780 | $67.8B | 1210.09% | |
| 9 | SSNCSS&C Technologies Holdings Inc | 817,539 | $67.7B | 1207.99% | |
| 10 | INTUIntuit Inc | 85,070 | $67.0B | 1195.71% | |
| 11 | APHAmphenol Corp | 674,251 | $66.6B | 1188.19% | |
| 12 | CSCOCisco Systems Inc | 954,182 | $66.2B | 1181.39% | |
| 13 | DOXAmdocs Ltd | 711,020 | $64.9B | 1157.69% | |
| 14 | ADSKAutodesk Inc | 207,100 | $64.1B | 1144.10% | |
| 15 | DBXDROPBOX INC | 2,227,560 | $63.7B | 1136.90% | |
| 16 | CDNSCadence Design Systems Inc | 206,607 | $63.7B | 1136.14% | |
| 17 | FTNTFortinet Inc | 601,250 | $63.6B | 1134.33% | |
| 18 | NTAPNetApp Inc | 595,757 | $63.5B | 1132.79% | |
| 19 | TELTE Connectivity PLC | 361,772 | $61.0B | 1088.93% | |
| 20 | FFIVF5 Inc Com | 204,971 | $60.3B | 1076.56% | |
| 21 | CTSHCognizant Technology Solutions | 757,804 | $59.1B | 1055.22% | |
| 22 | CVLTCommVault Systems Inc | 337,955 | $58.9B | 1051.37% | |
| 23 | NXTNextracker Inc Class A Com | 1,069,012 | $58.1B | 1037.21% | |
| 24 | PAYXPaychex Inc | 396,897 | $57.7B | 1030.26% | |
| 25 | CCLCarnival Corp | 1,779,876 | $50.1B | 893.16% | |
| 26 | ALLYAlly Financial Inc | 1,208,389 | $47.1B | 839.92% | |
| 27 | EATBrinker Intl Inc | 244,339 | $44.1B | 786.30% | |
| 28 | RPRXRoyalty Pharma Plc Class A | 1,214,921 | $43.8B | 781.16% | |
| 29 | SYFSynchrony Financial | 632,747 | $42.2B | 753.60% | |
| 30 | RCLRoyal Caribbean Group | 134,382 | $42.1B | 750.94% | |
| 31 | CASYCaseys General Stores Inc | 82,046 | $41.9B | 747.11% | |
| 32 | TPRTapestry Inc | 471,306 | $41.4B | 738.54% | |
| 33 | LTHLife Time Group Holdings Inc C | 1,362,879 | $41.3B | 737.66% | |
| 34 | EAElectronic Arts Inc | 257,672 | $41.2B | 734.34% | |
| 35 | GSThe Goldman Sachs Group Inc | 58,116 | $41.1B | 734.01% | |
| 36 | HCAHCA Healthcare Inc | 105,784 | $40.5B | 723.20% | |
| 37 | HRBH&R Block Inc | 737,997 | $40.5B | 722.89% | |
| 38 | THCTenet Healthcare Corp New | 227,612 | $40.1B | 714.88% | |
| 39 | LNWOLight & Wonder Inc | 416,087 | $40.1B | 714.75% | |
| 40 | DISThe Walt Disney Co | 320,329 | $39.7B | 708.89% | |
| 41 | UBERUber Technologies Inc | 424,994 | $39.7B | 707.60% | |
| 42 | RFRegions Financial Corp | 1,680,417 | $39.5B | 705.31% | |
| 43 | BKNGBooking Holdings Inc | 6,809 | $39.4B | 703.45% | |
| 44 | FOXFox Corporation | 758,619 | $39.2B | 698.96% | |
| 45 | TRVCCitigroup Inc | 459,417 | $39.1B | 697.85% | |
| 46 | STTState Street Corp | 365,781 | $38.9B | 694.13% | |
| 47 | RLRalph Lauren Corp | 139,845 | $38.4B | 684.49% | |
| 48 | DVADaVita Inc | 268,444 | $38.2B | 682.41% | |
| 49 | WFCWells Fargo & Co | 476,887 | $38.2B | 681.84% | |
| 50 | URBNUrban Outfitters Inc | 526,711 | $38.2B | 681.83% | |
| 51 | GPIGroup 1 Automotive Inc | 86,795 | $37.9B | 676.42% | |
| 52 | NYTNew York Times Co Cl A | 666,810 | $37.3B | 666.13% | |
| 53 | GRMNGarmin Ltd | 178,340 | $37.2B | 664.26% | |
| 54 | AERAerCap Holdings NV | 316,061 | $37.0B | 659.91% | |
| 55 | LRNStride Inc | 253,026 | $36.7B | 655.58% | |
| 56 | ZIONZions Bancorporation | 705,674 | $36.7B | 654.08% | |
| 57 | JXNJackson Financial Inc Cl A | 411,217 | $36.5B | 651.57% | |
| 58 | SYU1Synovus Financial Corp | 703,947 | $36.4B | 650.09% | |
| 59 | A4SAmeriprise Financial Inc | 67,915 | $36.2B | 646.86% | |
| 60 | PRUPrudential Financial Inc | 325,769 | $35.0B | 624.60% | |
| 61 | SLMSLM Corp | 1,062,690 | $34.8B | 621.83% | |
| 62 | FNFFidelity Natl Financial Inc | 620,854 | $34.8B | 621.11% | |
| 63 | EBAeBay Inc | 464,201 | $34.6B | 616.82% | |
| 64 | HIGHartford Insurance Group Inc C | 272,163 | $34.5B | 616.19% | |
| 65 | METMetLife Inc | 427,482 | $34.4B | 613.49% | |
| 66 | VLYValley National Bancorp | 3,810,868 | $34.0B | 607.30% | |
| 67 | UNMUnum Group | 417,284 | $33.7B | 601.39% | |
| 68 | CVSCVS Health Corp | 486,579 | $33.6B | 598.97% | |
| 69 | CAHCardinal Health Inc | 198,672 | $33.4B | 595.62% | |
| 70 | ABGCencora Inc Com | 109,812 | $32.9B | 587.60% | |
| 71 | MCKMcKesson Corp | 44,062 | $32.3B | 576.19% | |
| 72 | GILDGilead Sciences Inc | 286,929 | $31.8B | 567.69% | |
| 73 | SOLVSolventum Corp | 416,853 | $31.6B | 564.17% | |
| 74 | DGXQuest Diagnostics Inc | 174,290 | $31.3B | 558.70% | |
| 75 | LHLabcorp Holdings Inc | 118,642 | $31.1B | 555.79% | |
| 76 | PFEPfizer Inc | 1,282,259 | $31.1B | 554.67% | |
| 77 | MOAltria Group Inc | 530,066 | $31.1B | 554.60% | |
| 78 | POSTPost Holdings Inc | 283,295 | $30.9B | 551.20% | |
| 79 | ABBVAbbVie Inc | 164,792 | $30.6B | 545.87% | |
| 80 | ELVElevance Health Inc | 77,703 | $30.2B | 539.35% | |
| 81 | CNCCentene Corp | 556,335 | $30.2B | 538.89% | |
| 82 | 4I1Philip Morris Intl Inc | 165,256 | $30.1B | 537.11% | |
| 83 | VTRSViatris Inc | 3,369,610 | $30.1B | 536.98% | |
| 84 | BMYBristol-Myers Squibb Co | 614,100 | $28.4B | 507.29% | |
| 85 | UTHUnited Therapeutics Corp | 95,844 | $27.5B | 491.48% | |
| 86 | CSLCarlisle Cos Inc | 59,640 | $22.3B | 397.41% | |
| 87 | SWXSouthwest Gas Hldgs Inc Com | 259,968 | $19.3B | 345.11% | |
| 88 | SLBSchlumberger Ltd | 560,249 | $18.9B | 337.93% | |
| 89 | NRANRG Energy Inc | 102,569 | $16.5B | 293.92% | |
| 90 | UGIUGI Corp | 445,131 | $16.2B | 289.30% | |
| 91 | DDominion Energy Inc | 286,253 | $16.2B | 288.72% | |
| 92 | FEFirstEnergy Corp | 400,696 | $16.1B | 287.88% | |
| 93 | OVVOvintiv Inc | 422,744 | $16.1B | 287.05% | |
| 94 | EVRGEvergy Inc | 232,130 | $16.0B | 285.54% | |
| 95 | XELXcel Energy Inc | 233,989 | $15.9B | 284.36% | |
| 96 | PPLPPL Corp | 468,655 | $15.9B | 283.43% | |
| 97 | BACVerizon Communications Inc | 366,682 | $15.9B | 283.14% | |
| 98 | DOVDover Corp | 86,245 | $15.8B | 282.00% | |
| 99 | TMUST-Mobile US Inc | 66,307 | $15.8B | 281.93% | |
| 100 | MURMurphy Oil Corp | 700,779 | $15.8B | 281.38% |
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