WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2017 Filing

Filed October 31, 2017

Portfolio Value

$10.7B

Holdings

567

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (567 positions)

#	Stock	Shares	Value	% Portfolio
1	EQTEQT CORPORATION	2,976,519	$194.2B	1807.28%
2	ALLYALLY FINANCIAL INC	7,460,701	$181.0B	1684.51%
3	T7DTRANSDIGM GROUP INCORPORATED	690,507	$176.5B	1642.92%
4	UHSUNIVERSAL HEALTH SERVICES, INC. CLASS B	1,566,918	$173.8B	1617.84%
5	ZBHZIMMER BIOMET HOLDINGS, INC.	1,450,297	$169.8B	1580.44%
6	MURMURPHY OIL CORPORATION	6,207,620	$164.9B	1534.45%
7	DOVDOVER CORPORATION	1,758,338	$160.7B	1495.56%
8	4DHDANA INCORPORATED	5,649,070	$157.9B	1470.00%
9	—GREAT PLAINS ENERGY INCORPORATED	4,978,584	$150.9B	1403.95%
10	PNWPINNACLE WEST CAPITAL CORPORATION	1,654,689	$139.9B	1302.22%
11	DHID.R. HORTON, INC.	3,366,752	$134.4B	1251.15%
12	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	2,825,708	$134.1B	1248.12%
13	WYNEURWYNDHAM WORLDWIDE CORPORATION	1,235,674	$130.3B	1212.23%
14	WFRDWEATHERFORD INTERNATIONAL PLC	27,835,524	$127.5B	1186.50%
15	MRVLMARVELL TECHNOLOGY GROUP LTD.	7,105,282	$127.2B	1183.69%
16	LAMRLAMAR ADVERTISING COMPANY CLASS A	1,770,736	$121.3B	1129.37%
17	RSGREPUBLIC SERVICES, INC.	1,822,471	$120.4B	1120.47%
18	CFRCULLEN/FROST BANKERS, INC.	1,228,405	$116.6B	1085.18%
19	EPREPR PROPERTIES	1,654,418	$115.4B	1073.81%
20	OIEUROWENS-ILLINOIS, INC.	4,560,154	$114.7B	1067.80%
21	ASHASHLAND GLOBAL HOLDINGS, INC.	1,748,825	$114.4B	1064.29%
22	AIZASSURANT, INC.	1,194,834	$114.1B	1062.20%
23	—DELPHI AUTOMOTIVE PLC	1,156,447	$113.8B	1059.06%
24	PKGPACKAGING CORPORATION OF AMERICA	920,423	$105.6B	982.37%
25	AERAERCAP HOLDINGS NV	2,038,372	$104.2B	969.60%
26	TQJSIGNATURE BANK	791,794	$101.4B	943.54%
27	EMNEASTMAN CHEMICAL COMPANY	1,104,379	$99.9B	930.08%
28	AVBAVALONBAY COMMUNITIES, INC.	527,766	$94.2B	876.37%
29	MDMEDNAX, INC.	2,101,032	$90.6B	843.16%
30	KEYSKEYSIGHT TECHNOLOGIES INC	2,151,944	$89.7B	834.36%
31	DXCDXC TECHNOLOGY CO.	1,037,906	$89.1B	829.56%
32	UGIUGI CORPORATION	1,819,349	$85.3B	793.45%
33	BFHALLIANCE DATA SYSTEMS CORPORATION	367,907	$81.5B	758.60%
34	RCLROYAL CARIBBEAN CRUISES LTD.	674,660	$80.0B	744.30%
35	CITUSDCIT GROUP INC.	1,529,567	$75.0B	698.25%
36	FITBFIFTH THIRD BANCORP	2,467,160	$69.0B	642.46%
37	—TCF FINANCIAL CORPORATION	4,048,099	$69.0B	641.99%
38	MFAUSDMFA FINANCIAL, INC.	7,569,903	$66.3B	617.15%
39	—MGM GROWTH PROPERTIES LLC CLASS A	2,136,012	$64.5B	600.56%
40	STAGSTAG INDUSTRIAL, INC.	2,169,600	$59.6B	554.68%
41	THSTREEHOUSE FOODS, INC.	871,215	$59.0B	549.17%
42	LRCXEURLAM RESEARCH CORPORATION	307,340	$56.9B	529.28%
43	TXNTEXAS INSTRUMENTS INCORPORATED	625,176	$56.0B	521.56%
44	INTCINTEL CORPORATION	1,448,882	$55.2B	513.49%
45	ENOVCOLFAX CORPORATION	1,322,418	$55.1B	512.48%
46	BABOEING COMPANY	216,104	$54.9B	511.28%
47	NOCNORTHROP GRUMMAN CORPORATION	188,797	$54.3B	505.56%
48	UNHUNITEDHEALTH GROUP INCORPORATED	276,893	$54.2B	504.70%
49	TELTE CONNECTIVITY LTD.	648,437	$53.9B	501.26%
50	APHAMPHENOL CORPORATION CLASS A	633,846	$53.6B	499.30%
51	FISVFISERV, INC.	414,477	$53.5B	497.46%
52	—L3 TECHNOLOGIES, INC.	279,441	$52.7B	490.05%
53	GDGENERAL DYNAMICS CORPORATION	253,807	$52.2B	485.61%
54	S9QSPIRIT AEROSYSTEMS HOLDINGS, INC. CLASS A	669,925	$52.1B	484.58%
55	GPNGLOBAL PAYMENTS INC.	546,250	$51.9B	483.12%
56	ORCLORACLE CORPORATION	1,071,702	$51.8B	482.25%
57	LMTLOCKHEED MARTIN CORPORATION	166,163	$51.6B	479.85%
58	PBPROSPERITY BANCSHARES, INC.(R)	773,769	$50.9B	473.35%
59	ACMAECOM	1,361,538	$50.1B	466.44%
60	MSIMOTOROLA SOLUTIONS, INC.	589,180	$50.0B	465.38%
61	AAPLAPPLE INC.	321,984	$49.6B	461.84%
62	BACBANK OF AMERICA CORPORATION	1,946,823	$49.3B	459.12%
63	BCBRUNSWICK CORPORATION	878,002	$49.1B	457.36%
64	—CSRA, INC.	1,472,961	$47.5B	442.37%
65	AIGAMERICAN INTERNATIONAL GROUP, INC.	732,838	$45.0B	418.71%
66	CNCCENTENE CORPORATION	456,881	$44.2B	411.47%
67	—GREAT WESTERN BANCORP, INC.	1,057,965	$43.7B	406.46%
68	TSNTYSON FOODS, INC. CLASS A	617,641	$43.5B	404.97%
69	GILDGILEAD SCIENCES, INC.	535,474	$43.4B	403.77%
70	BIIBBIOGEN INC.	135,083	$42.3B	393.65%
71	SXISTANDEX INTERNATIONAL CORPORATION	398,168	$42.3B	393.54%
72	AMGNAMGEN INC.	221,039	$41.2B	383.56%
73	—AETNA INC.	257,610	$41.0B	381.24%
74	ABGAMERISOURCEBERGEN CORPORATION	494,216	$40.9B	380.61%
75	—EXPRESS SCRIPTS HOLDING COMPANY	639,521	$40.5B	376.87%
76	ENSENERSYS	583,008	$40.3B	375.32%
77	ELVANTHEM, INC.	212,295	$40.3B	375.17%
78	MCKMCKESSON CORPORATION	261,862	$40.2B	374.37%
79	W3UWESTERN UNION COMPANY	2,073,886	$39.8B	370.59%
80	SRCLSTERICYCLE, INC.	554,881	$39.7B	369.86%
81	DHRDANAHER CORPORATION	462,466	$39.7B	369.20%
82	—MICROSEMI CORPORATION	763,398	$39.3B	365.76%
83	JNJJOHNSON & JOHNSON	299,863	$39.0B	362.83%
84	URIUNITED RENTALS, INC.	278,483	$38.6B	359.59%
85	MRKMERCK & CO., INC.	603,304	$38.6B	359.52%
86	—DR PEPPER SNAPPLE GROUP, INC.	429,687	$38.0B	353.79%
87	HOLXHOLOGIC, INC.	1,032,923	$37.9B	352.71%
88	TOLTOLL BROTHERS, INC.	881,749	$36.6B	340.31%
89	LMEURLEGG MASON, INC.	926,711	$36.4B	339.04%
90	PHMPULTEGROUP, INC.	1,322,360	$36.1B	336.35%
91	TRVCCITIGROUP INC	490,819	$35.7B	332.27%
92	UNMUNUM GROUP	692,202	$35.4B	329.39%
93	—CONVERGYS CORPORATION	1,362,568	$35.3B	328.32%
94	—INTEGRATED DEVICE TECHNOLOGY, INC.	1,317,859	$35.0B	326.01%
95	HDHOME DEPOT, INC.	213,229	$34.9B	324.59%
96	A4SAMERIPRISE FINANCIAL, INC.	233,044	$34.6B	322.10%
97	—VECTREN CORPORATION	523,267	$34.4B	320.29%
98	MANMANPOWERGROUP INC.	290,862	$34.3B	318.94%
99	DWDMORGAN STANLEY	710,932	$34.2B	318.72%
100	LNCLINCOLN NATIONAL CORPORATION	463,923	$34.1B	317.26%

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