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
1	SMCIUSDSuper Micro Computer Inc	278,081	$76.0M	1.50%
2	DBXDROPBOX INC	2,725,139	$74.0M	1.46%
3	CDNSCadence Design Systems Inc	313,546	$73.0M	1.44%
4	FTNTFortinet Inc	1,221,956	$71.0M	1.40%
5	ITGartner Inc	208,393	$71.0M	1.40%
6	FLT1EURFleetCor Technologies Inc	278,109	$71.0M	1.40%
7	AAPLApple Inc	420,357	$71.0M	1.40%
8	DOXAmdocs Ltd	839,975	$70.0M	1.38%
9	BAHBooz Allen Hamilton Holding Co	643,913	$70.0M	1.38%
10	ANETEURArista Networks Inc	385,383	$70.0M	1.38%
11	PAYXPaychex Inc	603,798	$69.0M	1.36%
12	AMATApplied Materials Inc	491,096	$67.0M	1.32%
13	ONON Semiconductor Corp	716,915	$66.0M	1.30%
14	KLACKLA-Tencor Corp	144,887	$66.0M	1.30%
15	ALLYAlly Financial Inc	1,694,812	$45.0M	0.89%
16	FNFFidelity Natl Financial Inc	1,005,203	$41.0M	0.81%
17	CIThe Cigna Group Com	139,559	$39.0M	0.77%
18	DDSDillard's Inc	116,603	$38.0M	0.75%
19	CASYCaseys General Stores Inc	143,028	$38.0M	0.75%
20	PAGPenske Automotive Group Inc	222,065	$37.0M	0.73%
21	MUSAMurphy USA Inc	111,117	$37.0M	0.73%
22	TRVCCitigroup Inc	880,313	$36.0M	0.71%
23	UNMUnum Group	743,537	$36.0M	0.71%
24	GSThe Goldman Sachs Group Inc	110,440	$35.0M	0.69%
25	ANAutoNation Inc	233,291	$35.0M	0.69%
26	RFRegions Financial Corp	2,091,865	$35.0M	0.69%
27	SYFSynchrony Financial	1,175,741	$35.0M	0.69%
28	WFCWells Fargo & Co	878,115	$35.0M	0.69%
29	A4SAmeriprise Financial Inc	105,062	$34.0M	0.67%
30	METMetLife Inc	551,688	$34.0M	0.67%
31	OZKBank Ozk	928,567	$34.0M	0.67%
32	PHMPulteGroup Inc	467,785	$34.0M	0.67%
33	DFSEURDiscover Financial Services	398,337	$34.0M	0.67%
34	HCAHCA Healthcare Inc	142,080	$34.0M	0.67%
35	STTState Street Corp	510,628	$34.0M	0.67%
36	TOLToll Brothers Inc	456,577	$33.0M	0.65%
37	BENFranklin Resources Inc	1,346,755	$33.0M	0.65%
38	HIGThe Hartford Financial Service	478,004	$33.0M	0.65%
39	HSICSchein Henry Inc	445,409	$33.0M	0.65%
40	MARMarriott Intl Inc	170,629	$33.0M	0.65%
41	BYDBoyd Gaming Corp	547,518	$33.0M	0.65%
42	TMHCTaylor Morrison Home Corp	787,086	$33.0M	0.65%
43	AMGNAmgen Inc	121,662	$32.0M	0.63%
44	RCLRoyal Caribbean Group	350,783	$32.0M	0.63%
45	TAPMolson Coors Brewing Co	510,603	$32.0M	0.63%
46	DHID.R. Horton Inc	300,463	$32.0M	0.63%
47	LENLennar Corp	291,717	$32.0M	0.63%
48	CNCCentene Corp	456,821	$31.0M	0.61%
49	HOLXHologic Inc	449,275	$31.0M	0.61%
50	ABBVAbbVie Inc	214,120	$31.0M	0.61%
51	MGMMGM Resorts International	867,876	$31.0M	0.61%
52	MOHMolina Healthcare Inc	96,674	$31.0M	0.61%
53	MCKMcKesson Corp	73,555	$31.0M	0.61%
54	HUMHumana Inc	64,131	$31.0M	0.61%
55	DGXQuest Diagnostics Inc	249,984	$30.0M	0.59%
56	ABGCencora Inc Com	169,101	$30.0M	0.59%
57	POSTPost Holdings Inc	354,858	$30.0M	0.59%
58	DVADaVita Inc	317,411	$30.0M	0.59%
59	CVSCVS Health Corp	434,413	$30.0M	0.59%
60	BIIBBiogen Inc	118,204	$30.0M	0.59%
61	W3UThe Western Union Co	2,340,108	$30.0M	0.59%
62	CAHCardinal Health Inc	343,791	$29.0M	0.57%
63	—Laboratory Corp of America Hol	148,868	$29.0M	0.57%
64	ELVElevance Health Inc	66,469	$28.0M	0.55%
65	GISGeneral Mills Inc	453,160	$28.0M	0.55%
66	KRKroger Co	644,771	$28.0M	0.55%
67	THCTenet Healthcare Corp New	429,707	$28.0M	0.55%
68	JAZZJazz Pharmaceuticals plc	222,770	$28.0M	0.55%
69	DOVDover Corp	202,696	$28.0M	0.55%
70	CSLCarlisle Cos Inc	88,597	$22.0M	0.43%
71	STAGSTAG Industrial Inc	629,832	$21.0M	0.41%
72	SMSM Energy Co	535,208	$21.0M	0.41%
73	ALSNAllison Transmission Holdings	307,963	$18.0M	0.36%
74	AXSAxis Capital Holdings Ltd	334,567	$18.0M	0.36%
75	EQTEQT Corp	448,798	$18.0M	0.36%
76	TTENTOTAL SE SPONSORED ADS	262,183	$17.0M	0.34%
77	EXEChesapeake Energy Corp	203,545	$17.0M	0.34%
78	OVVOvintiv Inc	367,404	$17.0M	0.34%
79	FTVFortive Corp	234,985	$17.0M	0.34%
80	BPBP p.l.c.	435,279	$16.0M	0.32%
81	VSTVistra Energy Corp	495,842	$16.0M	0.32%
82	HALHalliburton Co	403,710	$16.0M	0.32%
83	COPConocoPhillips	139,546	$16.0M	0.32%
84	BKRBaker Hughes Company	456,888	$16.0M	0.32%
85	MRO*Marathon Oil Corp	618,878	$16.0M	0.32%
86	RSGRepublic Services Inc	119,157	$16.0M	0.32%
87	CIVICivitas Resources Inc New	198,255	$16.0M	0.32%
88	SHELShell PLC Spon ADS	263,893	$16.0M	0.32%
89	RRCRange Resources Corp	483,541	$15.0M	0.30%
90	GPNGlobal Payments Inc	138,248	$15.0M	0.30%
91	UGIUGI Corp	672,577	$15.0M	0.30%
92	ATKRAtkore Intl Group Inc	106,382	$15.0M	0.30%
93	EMEEMCOR Group Inc	74,420	$15.0M	0.30%
94	OMFOneMain Holdings Inc	354,841	$14.0M	0.28%
95	EHCEncompass Health Corp	210,688	$14.0M	0.28%
96	EVRGEvergy Inc	288,944	$14.0M	0.28%
97	DGDollar General Corp	133,247	$14.0M	0.28%
98	URIUnited Rentals Inc	31,837	$14.0M	0.28%
99	TKRThe Timken Co	194,955	$14.0M	0.28%
100	TMUST-Mobile US Inc	98,468	$13.0M	0.26%

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