WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$5.9B

Holdings

525

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (525 positions)

StockValue
LRCXLam Research Corp New
$83.3M
KLACKLA-Tencor Corp
$79.2M
NXTNextracker Inc Class A Com
$76.9M
STXSeagate Technology Hldngs PLC
$75.3M
TELTE Connectivity PLC
$73.3M
APHAmphenol Corp
$73.2M
SSNCSS&C Technologies Holdings Inc
$73.0M
MSFTMicrosoft Corp
$72.7M
CWCurtiss-Wright Corp
$72.4M
GOOGLAlphabet Inc Cap Stock Cl A
$70.3M
FNFabrinet
$70.2M
NTAPNetApp Inc
$69.8M
DBXDROPBOX INC
$69.1M
METAMeta Platforms Inc
$69.1M
ANETArista Networks Inc
$68.0M
IDIInterDigital Inc
$67.3M
FFIVF5 Inc Com
$65.8M
ADSKAutodesk Inc
$65.8M
JBLJabil Inc
$65.2M
CSCOCisco Systems Inc
$64.9M
CVLTCommVault Systems Inc
$64.7M
CDNSCadence Design Systems Inc
$64.1M
INTUIntuit Inc
$63.8M
ZMZoom Video Communications Inc
$63.4M
CTSHCognizant Technology Solutions
$60.8M
DOXAmdocs Ltd
$60.7M
PAYXPaychex Inc
$60.5M
ALLYAlly Financial Inc
$44.0M
DDSDillard's Inc
$43.6M
RPRXRoyalty Pharma Plc Class A
$42.1M
RFRegions Financial Corp
$41.3M
JXNJackson Financial Inc Cl A
$40.8M
VLYValley National Bancorp
$39.7M
GSThe Goldman Sachs Group Inc
$39.6M
SYFSynchrony Financial
$39.4M
THCTenet Healthcare Corp New
$39.4M
UNMUnum Group
$39.1M
WYNNWynn Resorts Ltd
$39.0M
STTState Street Corp
$38.8M
CCLCarnival Corp
$38.5M
EAElectronic Arts Inc
$38.4M
ZIONZions Bancorporation
$37.9M
AERAerCap Holdings NV
$37.8M
HCAHCA Healthcare Inc
$37.7M
TRVCCitigroup Inc
$37.4M
FNFFidelity Natl Financial Inc
$37.2M
VOYAVoya Financial Inc
$36.7M
HIGHartford Insurance Group Inc C
$36.1M
METMetLife Inc
$35.5M
SLMSLM Corp
$35.3M
ANAutoNation Inc
$34.6M
UBERUber Technologies Inc
$34.4M
URBNUrban Outfitters Inc
$34.3M
GMGeneral Motors Co
$34.3M
RCLRoyal Caribbean Group
$34.2M
PRUPrudential Financial Inc
$33.8M
CASYCaseys General Stores Inc
$33.7M
A4SAmeriprise Financial Inc
$33.4M
DVADaVita Inc
$33.3M
GRMNGarmin Ltd
$33.3M
LTHLife Time Group Holdings Inc C
$32.7M
LRNStride Inc
$32.6M
RLRalph Lauren Corp
$32.4M
BYDBoyd Gaming Corp
$32.3M
BENFranklin Resources Inc
$32.3M
TPRTapestry Inc
$31.9M
GPIGroup 1 Automotive Inc
$31.8M
DISThe Walt Disney Co
$31.4M
BKNGBooking Holdings Inc
$30.8M
HASHasbro Inc
$30.6M
EBAeBay Inc
$30.6M
EATBrinker Intl Inc
$30.5M
ABBVAbbVie Inc
$30.0M
CVSCVS Health Corp
$29.5M
NYTNew York Times Co Cl A
$29.0M
JNJJohnson & Johnson
$27.9M
MCKMcKesson Corp
$27.9M
UTHUnited Therapeutics Corp
$27.9M
JAZZJazz Pharmaceuticals plc
$27.8M
ABGCencora Inc Com
$27.6M
LHLabcorp Holdings Inc
$27.5M
BIIBBiogen Inc
$27.0M
TFXTeleflex Inc
$26.9M
PFEPfizer Inc
$26.9M
GEHCGE Healthcare Technologies Inc
$26.9M
BMYBristol-Myers Squibb Co
$26.4M
MOAltria Group Inc
$26.3M
4I1Philip Morris Intl Inc
$26.0M
SOLVSolventum Corp
$25.7M
REGNRegeneron Pharmaceuticals
$25.4M
CAHCardinal Health Inc
$25.3M
GILDGilead Sciences Inc
$25.3M
CALMCal-Maine Foods Inc
$24.4M
VTRSViatris Inc
$23.7M
SWXSouthwest Gas Hldgs Inc Com
$20.3M
CSLCarlisle Cos Inc
$19.6M
XELXcel Energy Inc
$18.7M
FEFirstEnergy Corp
$18.2M
EVRGEvergy Inc
$17.5M
PPLPPL Corp
$17.3M
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