WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2019 Filing

Filed November 1, 2019

Portfolio Value

$8.6B

Holdings

563

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (563 positions)

#	Stock	Shares	Value	% Portfolio
1	UHSUniversal Health Services, Inc. Class B	1,205,409	$179.3M	2.08%
2	ALLYAlly Financial Inc	4,876,744	$161.7M	1.88%
3	T7DTransDigm Group Incorporated	288,717	$150.3M	1.75%
4	ZBHZimmer Biomet Holdings, Inc.	971,740	$133.4M	1.55%
5	AANUSDAaron's, Inc.	2,013,025	$129.4M	1.50%
6	ASHAshland Global Holdings, Inc.	1,588,305	$122.4M	1.42%
7	EPREPR Properties	1,537,639	$118.2M	1.37%
8	ATGEAdtalem Global Education Inc.	3,046,275	$116.0M	1.35%
9	RSGRepublic Services, Inc.	1,319,951	$114.2M	1.33%
10	FEFirstEnergy Corp.	2,321,401	$112.0M	1.30%
11	LAMRLamar Advertising Company Class A	1,350,460	$110.6M	1.29%
12	MURMurphy Oil Corporation	4,923,941	$108.9M	1.27%
13	DOVDover Corporation	1,090,645	$108.6M	1.26%
14	AIZAssurant, Inc.	800,336	$100.7M	1.17%
15	PKGPackaging Corporation of America	878,745	$93.2M	1.08%
16	AVBAvalonBay Communities, Inc.	431,709	$93.0M	1.08%
17	AERAerCap Holdings NV	1,653,394	$90.5M	1.05%
18	ETREntergy Corporation	769,597	$90.3M	1.05%
19	FNFFidelity National Financial, Inc. - FNF Group	2,030,342	$90.2M	1.05%
20	4DHDana Incorporated	6,102,139	$88.1M	1.02%
21	TQJSignature Bank	735,323	$87.7M	1.02%
22	MRVLMarvell Technology Group Ltd.	3,436,707	$85.8M	1.00%
23	OPTUAltice USA, Inc. Class A	2,847,147	$81.7M	0.95%
24	WYNEURWyndham Destinations, Inc.	1,657,381	$76.3M	0.89%
25	EVRGEvergy, Inc.	1,125,751	$74.9M	0.87%
26	QVCAUSDQurate Retail, Inc. Class A	6,162,762	$63.6M	0.74%
27	VACMarriott Vacations Worldwide Corporation	606,115	$62.8M	0.73%
28	ETRNUSDEquitrans Midstream Corp.	4,250,619	$61.8M	0.72%
29	PNFPPinnacle Financial Partners, Inc.	1,083,902	$61.5M	0.71%
30	UGIUGI Corporation	1,198,873	$60.3M	0.70%
31	ALKAlaska Air Group, Inc.	925,489	$60.1M	0.70%
32	EMNEastman Chemical Company	793,799	$58.6M	0.68%
33	—MGM Growth Properties LLC Class A	1,932,452	$58.1M	0.67%
34	MFAUSDMFA Financial, Inc.	7,764,413	$57.1M	0.66%
35	BFHAlliance Data Systems Corporation	416,177	$53.3M	0.62%
36	PORPortland General Electric Company	922,460	$52.0M	0.60%
37	FITBFifth Third Bancorp	1,838,071	$50.3M	0.58%
38	AKXANSYS, Inc.	223,730	$49.5M	0.58%
39	TERTeradyne, Inc.	851,487	$49.3M	0.57%
40	EQTEQT Corporation	4,628,432	$49.2M	0.57%
41	CDWCDW Corp.	399,290	$49.2M	0.57%
42	MSFTMicrosoft Corporation	345,135	$48.0M	0.56%
43	TXNTexas Instruments Incorporated	370,199	$47.8M	0.56%
44	LMTLockheed Martin Corporation	120,147	$46.9M	0.54%
45	NOCNorthrop Grumman Corporation	124,204	$46.5M	0.54%
46	ORCLOracle Corporation	841,659	$46.3M	0.54%
47	PAYXPaychex, Inc.	555,887	$46.0M	0.53%
48	ACNAccenture Plc Class A	236,660	$45.5M	0.53%
49	DGDollar General Corporation	282,822	$45.0M	0.52%
50	GPNGlobal Payments Inc.	282,456	$44.9M	0.52%
51	KEYSKeysight Technologies Inc	461,201	$44.9M	0.52%
52	CERNCHFCerner Corporation	653,871	$44.6M	0.52%
53	FISVFiserv, Inc.	429,882	$44.5M	0.52%
54	MSIMotorola Solutions, Inc.	260,769	$44.4M	0.52%
55	AZPNUSDAspen Technology, Inc.	360,412	$44.4M	0.52%
56	PAYCPaycom Software, Inc.	210,179	$44.0M	0.51%
57	CNDTConduent, Inc.	7,070,359	$44.0M	0.51%
58	—QTS Realty Trust, Inc. Class A	848,775	$43.6M	0.51%
59	CDNSCadence Design Systems, Inc.	655,548	$43.3M	0.50%
60	CSCOCisco Systems, Inc.	862,004	$42.6M	0.50%
61	FICOFair Isaac Corporation	140,192	$42.6M	0.49%
62	BACBank of America Corp	1,417,493	$41.3M	0.48%
63	ENOVColfax Corporation	1,420,035	$41.3M	0.48%
64	CIENCiena Corporation	1,046,038	$41.0M	0.48%
65	AXSAxis Capital Holdings Limited	584,367	$39.0M	0.45%
66	STAGSTAG Industrial, Inc.	1,321,933	$39.0M	0.45%
67	CICigna Corporation	256,407	$38.9M	0.45%
68	BURLBurlington Stores, Inc.	192,229	$38.4M	0.45%
69	GSGoldman Sachs Group, Inc.	184,445	$38.2M	0.44%
70	PHMPulteGroup, Inc.	1,035,924	$37.9M	0.44%
71	TSNTyson Foods, Inc. Class A	433,307	$37.3M	0.43%
72	BIIBBiogen Inc.	158,830	$37.0M	0.43%
73	JNJJohnson & Johnson	285,497	$36.9M	0.43%
74	VFCV.F. Corporation	413,866	$36.8M	0.43%
75	ABBVAbbVie, Inc.	484,934	$36.7M	0.43%
76	4I1Philip Morris International Inc.	482,659	$36.6M	0.43%
77	CPBCampbell Soup Company	775,581	$36.4M	0.42%
78	DHID.R. Horton, Inc.	681,862	$35.9M	0.42%
79	AFGAmerican Financial Group, Inc.	332,811	$35.9M	0.42%
80	KMXCarMax, Inc.	407,312	$35.8M	0.42%
81	HOLXHologic, Inc.	705,854	$35.6M	0.41%
82	JAZZJazz Pharmaceuticals Plc	276,013	$35.4M	0.41%
83	DVADaVita Inc.	619,437	$35.4M	0.41%
84	MOHMolina Healthcare, Inc.	322,086	$35.3M	0.41%
85	GISGeneral Mills, Inc.	640,598	$35.3M	0.41%
86	THSTreeHouse Foods, Inc.	634,136	$35.2M	0.41%
87	ORLYO'Reilly Automotive, Inc.	88,121	$35.1M	0.41%
88	DYHTarget Corporation	328,253	$35.1M	0.41%
89	FHBFirst Hawaiian, Inc.	1,313,548	$35.1M	0.41%
90	DECKDeckers Outdoor Corporation	237,914	$35.1M	0.41%
91	CMCSAComcast Corporation Class A	775,113	$34.9M	0.41%
92	NVRNVR, Inc.	9,370	$34.8M	0.40%
93	HASHasbro, Inc.	293,102	$34.8M	0.40%
94	HLTHilton Worldwide Holdings Inc	369,476	$34.4M	0.40%
95	AMGNAmgen Inc.	175,764	$34.0M	0.40%
96	TPDTempur Sealy International Inc	437,068	$33.7M	0.39%
97	AZOAutoZone, Inc.	31,056	$33.7M	0.39%
98	ACMAECOM	892,389	$33.5M	0.39%
99	TSCOTractor Supply Company	368,823	$33.4M	0.39%
100	ABGAmerisourceBergen Corporation	403,939	$33.3M	0.39%

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