WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2023 Filing
Filed October 13, 2023
Portfolio Value
$5.1B
Holdings
489
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (489 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSuper Micro Computer Inc | 278,081 | $76.3B | 1506.68% | |
| 2 | DBXDROPBOX INC | 2,725,139 | $74.2B | 1466.18% | |
| 3 | CDNSCadence Design Systems Inc | 313,546 | $73.5B | 1451.52% | |
| 4 | AAPLApple Inc | 420,357 | $72.0B | 1421.99% | |
| 5 | FTNTFortinet Inc | 1,221,956 | $71.7B | 1416.76% | |
| 6 | ITGartner Inc | 208,393 | $71.6B | 1414.81% | |
| 7 | INTUIntuit Inc | 139,534 | $71.3B | 1408.64% | |
| 8 | FLT1EURFleetCor Technologies Inc | 278,109 | $71.0B | 1403.09% | |
| 9 | DOXAmdocs Ltd | 839,975 | $71.0B | 1402.24% | |
| 10 | ANETEURArista Networks Inc | 385,383 | $70.9B | 1400.54% | |
| 11 | BAHBooz Allen Hamilton Holding Co | 643,913 | $70.4B | 1390.20% | |
| 12 | PAYXPaychex Inc | 603,798 | $69.6B | 1375.89% | |
| 13 | AMATApplied Materials Inc | 491,096 | $68.0B | 1343.41% | |
| 14 | ONON Semiconductor Corp | 716,915 | $66.6B | 1316.64% | |
| 15 | KLACKLA-Tencor Corp | 144,887 | $66.5B | 1313.02% | |
| 16 | LRCXEURLam Research Corp | 103,384 | $64.8B | 1280.30% | |
| 17 | ALLYAlly Financial Inc | 1,694,812 | $45.2B | 893.42% | |
| 18 | FNFFidelity Natl Financial Inc | 1,005,203 | $41.5B | 820.27% | |
| 19 | CIThe Cigna Group Com | 139,559 | $39.9B | 788.83% | |
| 20 | CASYCaseys General Stores Inc | 143,028 | $38.8B | 767.31% | |
| 21 | DDSDillard's Inc | 116,603 | $38.6B | 762.15% | |
| 22 | MUSAMurphy USA Inc | 111,117 | $38.0B | 750.26% | |
| 23 | PAGPenske Automotive Group Inc | 222,065 | $37.1B | 733.00% | |
| 24 | NVRNVR Inc | 6,154 | $36.7B | 725.09% | |
| 25 | UNMUnum Group | 743,537 | $36.6B | 722.65% | |
| 26 | TRVCCitigroup Inc | 880,313 | $36.2B | 715.40% | |
| 27 | RFRegions Financial Corp | 2,091,865 | $36.0B | 710.91% | |
| 28 | SYFSynchrony Financial | 1,175,741 | $35.9B | 710.16% | |
| 29 | WFCWells Fargo & Co | 878,115 | $35.9B | 708.93% | |
| 30 | GSThe Goldman Sachs Group Inc | 110,440 | $35.7B | 706.07% | |
| 31 | ANAutoNation Inc | 233,291 | $35.3B | 697.87% | |
| 32 | HCAHCA Healthcare Inc | 142,080 | $34.9B | 690.53% | |
| 33 | METMetLife Inc | 551,688 | $34.7B | 685.75% | |
| 34 | PHMPulteGroup Inc | 467,785 | $34.6B | 684.42% | |
| 35 | A4SAmeriprise Financial Inc | 105,062 | $34.6B | 684.37% | |
| 36 | DFSEURDiscover Financial Services | 398,337 | $34.5B | 681.82% | |
| 37 | OZKBank Ozk | 928,567 | $34.4B | 680.12% | |
| 38 | AZOAutoZone Inc | 13,464 | $34.2B | 675.70% | |
| 39 | STTState Street Corp | 510,628 | $34.2B | 675.57% | |
| 40 | ORLYO'Reilly Automotive Inc | 37,531 | $34.1B | 673.97% | |
| 41 | HIGThe Hartford Financial Service | 478,004 | $33.9B | 669.71% | |
| 42 | TOLToll Brothers Inc | 456,577 | $33.8B | 667.21% | |
| 43 | DECKDeckers Outdoor Corp | 65,345 | $33.6B | 663.75% | |
| 44 | MARMarriott Intl Inc | 170,629 | $33.5B | 662.67% | |
| 45 | TMHCTaylor Morrison Home Corp | 787,086 | $33.5B | 662.65% | |
| 46 | BYDBoyd Gaming Corp | 547,518 | $33.3B | 658.06% | |
| 47 | BENFranklin Resources Inc | 1,346,755 | $33.1B | 654.07% | |
| 48 | HSICSchein Henry Inc | 445,409 | $33.1B | 653.44% | |
| 49 | LENLennar Corp | 291,717 | $32.7B | 646.88% | |
| 50 | AMGNAmgen Inc | 121,662 | $32.7B | 646.06% | |
| 51 | TAPMolson Coors Brewing Co | 510,603 | $32.5B | 641.54% | |
| 52 | RCLRoyal Caribbean Group | 350,783 | $32.3B | 638.61% | |
| 53 | DHID.R. Horton Inc | 300,463 | $32.3B | 638.01% | |
| 54 | MCKMcKesson Corp | 73,555 | $32.0B | 631.98% | |
| 55 | ABBVAbbVie Inc | 214,120 | $31.9B | 630.62% | |
| 56 | MGMMGM Resorts International | 867,876 | $31.9B | 630.35% | |
| 57 | MOHMolina Healthcare Inc | 96,674 | $31.7B | 626.31% | |
| 58 | CNCCentene Corp | 456,821 | $31.5B | 621.71% | |
| 59 | HUMHumana Inc | 64,131 | $31.2B | 616.48% | |
| 60 | HOLXHologic Inc | 449,275 | $31.2B | 616.06% | |
| 61 | W3UThe Western Union Co | 2,340,108 | $30.8B | 609.40% | |
| 62 | DGXQuest Diagnostics Inc | 249,984 | $30.5B | 601.90% | |
| 63 | ABGCencora Inc Com | 169,101 | $30.4B | 601.31% | |
| 64 | POSTPost Holdings Inc | 354,858 | $30.4B | 601.16% | |
| 65 | BIIBBiogen Inc | 118,204 | $30.4B | 600.25% | |
| 66 | CVSCVS Health Corp | 434,413 | $30.3B | 599.28% | |
| 67 | DVADaVita Inc | 317,411 | $30.0B | 592.85% | |
| 68 | —Laboratory Corp of America Hol | 148,868 | $29.9B | 591.37% | |
| 69 | CAHCardinal Health Inc | 343,791 | $29.8B | 589.75% | |
| 70 | GISGeneral Mills Inc | 453,160 | $29.0B | 572.95% | |
| 71 | ELVElevance Health Inc | 66,469 | $28.9B | 571.84% | |
| 72 | KRKroger Co | 644,771 | $28.9B | 570.10% | |
| 73 | JAZZJazz Pharmaceuticals plc | 222,770 | $28.8B | 569.74% | |
| 74 | THCTenet Healthcare Corp New | 429,707 | $28.3B | 559.43% | |
| 75 | DOVDover Corp | 202,696 | $28.3B | 558.73% | |
| 76 | CSLCarlisle Cos Inc | 88,597 | $23.0B | 453.84% | |
| 77 | STAGSTAG Industrial Inc | 629,832 | $21.7B | 429.46% | |
| 78 | SMSM Energy Co | 535,208 | $21.2B | 419.29% | |
| 79 | MKLMarkel Group Inc | 12,892 | $19.0B | 375.08% | |
| 80 | AXSAxis Capital Holdings Ltd | 334,567 | $18.9B | 372.63% | |
| 81 | EQTEQT Corp | 448,798 | $18.2B | 359.84% | |
| 82 | ALSNAllison Transmission Holdings | 307,963 | $18.2B | 359.37% | |
| 83 | EXEChesapeake Energy Corp | 203,545 | $17.6B | 346.79% | |
| 84 | OVVOvintiv Inc | 367,404 | $17.5B | 345.32% | |
| 85 | FTVFortive Corp | 234,985 | $17.4B | 344.32% | |
| 86 | TTENTOTAL SE SPONSORED ADS | 262,183 | $17.2B | 340.66% | |
| 87 | SHELShell PLC Spon ADS | 263,893 | $17.0B | 335.68% | |
| 88 | RSGRepublic Services Inc | 119,157 | $17.0B | 335.52% | |
| 89 | BPBP p.l.c. | 435,279 | $16.9B | 333.01% | |
| 90 | COPConocoPhillips | 139,546 | $16.7B | 330.31% | |
| 91 | MRO*Marathon Oil Corp | 618,878 | $16.6B | 327.10% | |
| 92 | VSTVistra Energy Corp | 495,842 | $16.5B | 325.07% | |
| 93 | HALHalliburton Co | 403,710 | $16.4B | 323.05% | |
| 94 | BKRBaker Hughes Company | 456,888 | $16.1B | 318.85% | |
| 95 | CIVICivitas Resources Inc New | 198,255 | $16.0B | 316.78% | |
| 96 | GPNGlobal Payments Inc | 138,248 | $16.0B | 315.19% | |
| 97 | ATKRAtkore Intl Group Inc | 106,382 | $15.9B | 313.59% | |
| 98 | RRCRange Resources Corp | 483,541 | $15.7B | 309.64% | |
| 99 | EMEEMCOR Group Inc | 74,420 | $15.7B | 309.36% | |
| 100 | UGIUGI Corp | 672,577 | $15.5B | 305.65% |
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