WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$5.6B

Holdings

484

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (484 positions)

#	Stock	Shares	Value	% Portfolio
1	FLT1EURFleetCor Technologies Inc	290,930	$82.0M	1.46%
2	DOXAmdocs Ltd	917,808	$80.0M	1.43%
3	FTNTFortinet Inc	1,351,458	$79.0M	1.41%
4	AMATApplied Materials Inc	490,674	$79.0M	1.41%
5	DBXDROPBOX INC	2,683,771	$79.0M	1.41%
6	AAPLApple Inc	414,746	$79.0M	1.41%
7	BAHBooz Allen Hamilton Holding Co	605,643	$77.0M	1.37%
8	CDNSCadence Design Systems Inc	280,208	$76.0M	1.36%
9	ANETEURArista Networks Inc	324,729	$76.0M	1.36%
10	ITGartner Inc	165,328	$74.0M	1.32%
11	SMCIUSDSuper Micro Computer Inc	261,705	$74.0M	1.32%
12	NTAPNetApp Inc	842,297	$74.0M	1.32%
13	PAYXPaychex Inc	602,947	$71.0M	1.27%
14	ALLYAlly Financial Inc	1,557,469	$54.0M	0.96%
15	TOLToll Brothers Inc	510,961	$52.0M	0.93%
16	ANAutoNation Inc	342,862	$51.0M	0.91%
17	PHMPulteGroup Inc	490,044	$50.0M	0.89%
18	DDSDillard's Inc	121,527	$49.0M	0.87%
19	DHID.R. Horton Inc	322,932	$49.0M	0.87%
20	LENLennar Corp	325,796	$48.0M	0.86%
21	DKSDicks Sporting Goods Inc	321,169	$47.0M	0.84%
22	RCLRoyal Caribbean Group	369,337	$47.0M	0.84%
23	FNFFidelity Natl Financial Inc	921,367	$47.0M	0.84%
24	CASYCaseys General Stores Inc	167,817	$46.0M	0.82%
25	MARMarriott Intl Inc	205,808	$46.0M	0.82%
26	RFRegions Financial Corp	2,345,204	$45.0M	0.80%
27	PVHPVH Corp	375,949	$45.0M	0.80%
28	MUSAMurphy USA Inc	128,194	$45.0M	0.80%
29	SYFSynchrony Financial	1,156,989	$44.0M	0.79%
30	BENFranklin Resources Inc	1,491,598	$44.0M	0.79%
31	OZKBank Ozk	885,068	$44.0M	0.79%
32	DFSEURDiscover Financial Services	387,694	$43.0M	0.77%
33	TRVCCitigroup Inc	844,086	$43.0M	0.77%
34	HCAHCA Healthcare Inc	155,990	$42.0M	0.75%
35	GSThe Goldman Sachs Group Inc	111,410	$42.0M	0.75%
36	WFCWells Fargo & Co	857,112	$42.0M	0.75%
37	CIThe Cigna Group Com	132,022	$39.0M	0.70%
38	A4SAmeriprise Financial Inc	104,624	$39.0M	0.70%
39	STTState Street Corp	508,968	$39.0M	0.70%
40	UNMUnum Group	866,481	$39.0M	0.70%
41	HIGThe Hartford Financial Service	473,565	$38.0M	0.68%
42	METMetLife Inc	572,751	$37.0M	0.66%
43	HSICSchein Henry Inc	471,419	$35.0M	0.62%
44	DGXQuest Diagnostics Inc	239,950	$33.0M	0.59%
45	DVADaVita Inc	308,859	$32.0M	0.57%
46	CVSCVS Health Corp	417,184	$32.0M	0.57%
47	BIIBBiogen Inc	127,488	$32.0M	0.57%
48	LHLaboratory Corp of America Hol	142,241	$32.0M	0.57%
49	HOLXHologic Inc	456,868	$32.0M	0.57%
50	AMGNAmgen Inc	108,528	$31.0M	0.55%
51	ABBVAbbVie Inc	205,965	$31.0M	0.55%
52	KRKroger Co	662,767	$30.0M	0.54%
53	CNCCentene Corp	407,907	$30.0M	0.54%
54	POSTPost Holdings Inc	350,697	$30.0M	0.54%
55	TAPMolson Coors Brewing Co	503,965	$30.0M	0.54%
56	W3UThe Western Union Co	2,528,570	$30.0M	0.54%
57	ABGCencora Inc Com	150,055	$30.0M	0.54%
58	JAZZJazz Pharmaceuticals plc	243,357	$29.0M	0.52%
59	DOVDover Corp	193,849	$29.0M	0.52%
60	MOHMolina Healthcare Inc	81,177	$29.0M	0.52%
61	MCKMcKesson Corp	64,292	$29.0M	0.52%
62	GISGeneral Mills Inc	447,045	$29.0M	0.52%
63	ELVElevance Health Inc	63,606	$29.0M	0.52%
64	HUMHumana Inc	61,895	$28.0M	0.50%
65	CAHCardinal Health Inc	280,073	$28.0M	0.50%
66	SMSM Energy Co	629,627	$24.0M	0.43%
67	STAGSTAG Industrial Inc	621,623	$24.0M	0.43%
68	CSLCarlisle Cos Inc	65,924	$20.0M	0.36%
69	ATKRAtkore Intl Group Inc	122,068	$19.0M	0.34%
70	ALSNAllison Transmission Holdings	333,198	$19.0M	0.34%
71	EQTEQT Corp	511,988	$19.0M	0.34%
72	OVVOvintiv Inc	436,086	$19.0M	0.34%
73	DGDollar General Corp	132,915	$18.0M	0.32%
74	EXEChesapeake Energy Corp	243,119	$18.0M	0.32%
75	FTVFortive Corp	253,424	$18.0M	0.32%
76	AXSAxis Capital Holdings Ltd	338,654	$18.0M	0.32%
77	BKRBaker Hughes Company	527,145	$18.0M	0.32%
78	TNETTrinet Group Inc	144,083	$17.0M	0.30%
79	MRO*Marathon Oil Corp	704,129	$17.0M	0.30%
80	TTENTOTAL SE SPONSORED ADS	256,465	$17.0M	0.30%
81	BPBP p.l.c.	500,704	$17.0M	0.30%
82	RRCRange Resources Corp	586,065	$17.0M	0.30%
83	OMFOneMain Holdings Inc	346,554	$17.0M	0.30%
84	HALHalliburton Co	472,489	$17.0M	0.30%
85	SHELShell PLC Spon ADS	262,003	$17.0M	0.30%
86	RSGRepublic Services Inc	101,123	$16.0M	0.29%
87	PNFPPinnacle Financial Partners In	183,924	$16.0M	0.29%
88	GPNGlobal Payments Inc	126,337	$16.0M	0.29%
89	TKRThe Timken Co	188,808	$15.0M	0.27%
90	ZBHZimmer Biomet Holdings Inc	123,822	$15.0M	0.27%
91	ACGLArch Capital Group Ltd	205,698	$15.0M	0.27%
92	BCCBoise Cascade Co	110,445	$14.0M	0.25%
93	VSTVistra Energy Corp	372,013	$14.0M	0.25%
94	BRK/BBerkshire Hathaway Inc	39,446	$14.0M	0.25%
95	EMEEMCOR Group Inc	65,153	$14.0M	0.25%
96	EVRGEvergy Inc	278,375	$14.0M	0.25%
97	OSKOshkosh Corp	120,652	$13.0M	0.23%
98	EHCEncompass Health Corp	194,913	$13.0M	0.23%
99	TXNTexas Instruments Inc	80,114	$13.0M	0.23%
100	AMTAmerican Tower Corp	62,873	$13.0M	0.23%

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