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 | Value |
|---|---|
FNFabrinet | $78.0M |
MSFTMicrosoft Corp | $70.9M |
STXSeagate Technology Hldngs PLC | $70.1M |
JBLJabil Inc | $69.0M |
CWCurtiss-Wright Corp | $68.6M |
GOOGLAlphabet Inc Cap Stock Cl A | $67.8M |
SSNCSS&C Technologies Holdings Inc | $67.7M |
APHAmphenol Corp | $66.6M |
CSCOCisco Systems Inc | $66.2M |
DOXAmdocs Ltd | $64.9M |
ADSKAutodesk Inc | $64.1M |
DBXDROPBOX INC | $63.7M |
CDNSCadence Design Systems Inc | $63.7M |
FTNTFortinet Inc | $63.6M |
NTAPNetApp Inc | $63.5M |
TELTE Connectivity PLC | $61.0M |
FFIVF5 Inc Com | $60.3M |
CTSHCognizant Technology Solutions | $59.1M |
CVLTCommVault Systems Inc | $58.9M |
NXTNextracker Inc Class A Com | $58.1M |
PAYXPaychex Inc | $57.7M |
CCLCarnival Corp | $50.0M |
ALLYAlly Financial Inc | $47.1M |
EATBrinker Intl Inc | $44.1M |
RPRXRoyalty Pharma Plc Class A | $43.8M |
SYFSynchrony Financial | $42.2M |
RCLRoyal Caribbean Group | $42.1M |
TPRTapestry Inc | $41.4M |
LTHLife Time Group Holdings Inc C | $41.3M |
EAElectronic Arts Inc | $41.1M |
HCAHCA Healthcare Inc | $40.5M |
HRBH&R Block Inc | $40.5M |
THCTenet Healthcare Corp New | $40.1M |
LNWOLight & Wonder Inc | $40.1M |
DISThe Walt Disney Co | $39.7M |
UBERUber Technologies Inc | $39.7M |
RFRegions Financial Corp | $39.5M |
FOXFox Corporation | $39.2M |
TRVCCitigroup Inc | $39.1M |
STTState Street Corp | $38.9M |
RLRalph Lauren Corp | $38.4M |
DVADaVita Inc | $38.2M |
WFCWells Fargo & Co | $38.2M |
URBNUrban Outfitters Inc | $38.2M |
GPIGroup 1 Automotive Inc | $37.9M |
NYTNew York Times Co Cl A | $37.3M |
GRMNGarmin Ltd | $37.2M |
AERAerCap Holdings NV | $37.0M |
LRNStride Inc | $36.7M |
ZIONZions Bancorporation | $36.7M |
JXNJackson Financial Inc Cl A | $36.5M |
SYU1Synovus Financial Corp | $36.4M |
PRUPrudential Financial Inc | $35.0M |
SLMSLM Corp | $34.8M |
FNFFidelity Natl Financial Inc | $34.8M |
EBAeBay Inc | $34.6M |
HIGHartford Insurance Group Inc C | $34.5M |
METMetLife Inc | $34.4M |
VLYValley National Bancorp | $34.0M |
UNMUnum Group | $33.7M |
CVSCVS Health Corp | $33.6M |
CAHCardinal Health Inc | $33.4M |
ABGCencora Inc Com | $32.9M |
GILDGilead Sciences Inc | $31.8M |
SOLVSolventum Corp | $31.6M |
DGXQuest Diagnostics Inc | $31.3M |
LHLabcorp Holdings Inc | $31.1M |
PFEPfizer Inc | $31.1M |
MOAltria Group Inc | $31.1M |
POSTPost Holdings Inc | $30.9M |
ABBVAbbVie Inc | $30.6M |
ELVElevance Health Inc | $30.2M |
CNCCentene Corp | $30.2M |
4I1Philip Morris Intl Inc | $30.1M |
VTRSViatris Inc | $30.1M |
BMYBristol-Myers Squibb Co | $28.4M |
UTHUnited Therapeutics Corp | $27.5M |
CSLCarlisle Cos Inc | $22.3M |
SWXSouthwest Gas Hldgs Inc Com | $19.3M |
SLBSchlumberger Ltd | $18.9M |
NRANRG Energy Inc | $16.5M |
UGIUGI Corp | $16.2M |
DDominion Energy Inc | $16.2M |
FEFirstEnergy Corp | $16.1M |
OVVOvintiv Inc | $16.1M |
EVRGEvergy Inc | $16.0M |
XELXcel Energy Inc | $15.9M |
PPLPPL Corp | $15.9M |
BACVerizon Communications Inc | $15.9M |
DOVDover Corp | $15.8M |
TMUST-Mobile US Inc | $15.8M |
MURMurphy Oil Corp | $15.8M |
SMSM Energy Co | $15.4M |
JJacobs Solutions Inc | $15.2M |
GTESGates Industrial Corp plc | $15.0M |
SHELShell PLC Spon ADS | $14.3M |
CIVICivitas Resources Inc New | $14.0M |
BPBP p.l.c. | $13.9M |
TTENTOTAL SE SPONSORED ADS | $13.9M |
BKRBaker Hughes Company | $13.9M |
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