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 |
|---|---|
TKRThe Timken Co | $13.7M |
OXYOccidental Petroleum Corp | $13.6M |
HALHalliburton Co | $13.4M |
NOVNov Inc | $13.3M |
ALSNAllison Transmission Holdings | $13.2M |
MLIMueller Industries Inc | $13.0M |
TXNTexas Instruments Inc | $12.7M |
LEALear Corp | $12.4M |
ATKRAtkore Intl Group Inc | $11.9M |
ACNAccenture plc | $11.8M |
SYYSysco Corp | $11.8M |
AMTAmerican Tower Corp | $11.7M |
EMREmerson Electric Co | $11.7M |
ALVAutoliv Inc | $11.6M |
BCCBoise Cascade Co | $11.5M |
BRK/BBerkshire Hathaway Inc | $11.5M |
AYIAcuity Inc | $11.5M |
AONAON PLC Cl A | $11.3M |
BLDTopbuild Corp | $11.3M |
MMM3M Co | $11.3M |
OSKOshkosh Corp | $11.1M |
CNMCore & Main Inc Cl A | $11.1M |
CSXCSX Corp | $10.9M |
RRyder System Inc | $10.9M |
GPCGenuine Parts Co | $10.8M |
UPSUnited Parcel Service Inc Cl B | $10.7M |
VNTVontier Corporation | $10.7M |
OCOwens Corning | $10.7M |
BWABorgWarner Inc | $10.6M |
MASMasco Corp | $10.5M |
CFCF Industries Holdings Inc | $10.4M |
AGCOAGCO Corp | $10.4M |
CMICummins Inc | $10.3M |
MATXMatson Inc | $10.3M |
KNXKnight-Swift Trans Holdings In | $10.3M |
ACGLArch Capital Group Ltd | $10.2M |
UEOWestlake Corporation | $10.1M |
STAGSTAG Industrial Inc | $10.0M |
AXSAxis Capital Holdings Ltd | $10.0M |
SNASnap-on Inc | $10.0M |
DGDollar General Corp | $9.9M |
EMNEastman Chemical Co | $9.3M |
FTVFortive Corp | $9.3M |
RSGRepublic Services Inc | $8.7M |
CIThe Cigna Group Com | $8.4M |
UHSUniversal Health Services Inc | $8.2M |
FDXFedEx Corp | $8.1M |
GPNGlobal Payments Inc | $8.0M |
BLDRBuilders FirstSource Inc | $7.9M |
UNHUnitedHealth Group Inc | $7.6M |
SAICScience Applications Intl Corp | $7.6M |
APDAir Products and Chemicals Inc | $7.6M |
NUENucor Corp | $7.4M |
ZBHZimmer Biomet Holdings Inc | $7.4M |
MOSThe Mosaic Co | $7.3M |
PBProsperity Bancshares Inc | $7.3M |
TMOThermo Fisher Scientific Inc | $7.2M |
UFPIUfp Industries Inc | $7.2M |
ESEversource Energy | $7.1M |
AMCRAmcor PLC | $7.1M |
RSReliance Inc Com | $7.0M |
LKQ1LKQ Corp | $7.0M |
INGRIngredion Inc | $6.9M |
KMXCarMax Inc | $6.9M |
LYBLyondellBasell Industries N.V. | $6.9M |
PKGPackaging Corp of America | $6.8M |
MTZMastec Inc | $6.7M |
NINiSource Inc | $6.7M |
SONSonoco Products Co | $6.7M |
STLDSteel Dynamics Inc | $6.6M |
LDOSLeidos Holdings Inc | $6.6M |
LPXLouisiana-Pacific Corp | $6.5M |
ATGEAdtalem Global Education Inc | $6.4M |
UMBFUMB Financial Corp | $6.0M |
DYHTarget Corp | $6.0M |
CHRWC.H. Robinson Worldwide Inc | $6.0M |
OMFOneMain Holdings Inc | $5.9M |
WYNNWynn Resorts Ltd | $5.9M |
WCCWESCO Intl Inc | $5.8M |
ACMAECOM | $5.8M |
SIGSignet Jewelers Limited | $5.7M |
JCIJohnson Controls Intl plc | $5.6M |
FANGDiamondback Energy Inc | $5.5M |
APAAPA Corporation | $5.3M |
TOLToll Brothers Inc | $5.3M |
PHMPulteGroup Inc | $5.3M |
KFYKorn Ferry | $5.2M |
NXSTNexstar Media Group Inc | $5.1M |
ENOVEnovis Corp | $5.1M |
SSBUSDSouth State Corp | $5.0M |
NMIHNMI Holdings Inc Cl A | $5.0M |
NVDANVIDIA Corp | $5.0M |
UNPUnion Pacific Corp | $4.9M |
GENGen Digital Inc Com | $4.9M |
EWBCEast West Bancorp Inc | $4.9M |
CPKChesapeake Utilities Corp | $4.9M |
DEODiageo PLC Sp ADR | $4.7M |
AITApplied Industrial Technologie | $4.6M |
AAPLApple Inc | $4.6M |
PNFPPinnacle Financial Partners In | $4.5M |