WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$5.6B
Holdings
508
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (508 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc | 287,955 | $72.1B | 1298.43% | |
| 2 | GOOGLAlphabet Inc Cap Stock Cl A | 380,897 | $72.1B | 1298.32% | |
| 3 | ANETArista Networks Inc | 630,248 | $69.7B | 1254.34% | |
| 4 | DOXAmdocs Ltd | 818,021 | $69.6B | 1254.07% | |
| 5 | FTNTFortinet Inc | 722,792 | $68.3B | 1229.64% | |
| 6 | GDDYGoDaddy Inc | 345,591 | $68.2B | 1228.20% | |
| 7 | FFIVF5 Inc Com | 268,235 | $67.5B | 1214.58% | |
| 8 | LDOSLeidos Holdings Inc | 465,975 | $67.1B | 1208.73% | |
| 9 | MSFTMicrosoft Corp | 158,122 | $66.6B | 1200.09% | |
| 10 | CSCOCisco Systems Inc | 1,119,535 | $66.3B | 1193.39% | |
| 11 | NOCNorthrop Grumman Corp | 141,002 | $66.2B | 1191.49% | |
| 12 | KLACKLA-Tencor Corp | 104,804 | $66.0B | 1189.12% | |
| 13 | CDNSCadence Design Systems Inc | 219,305 | $65.9B | 1186.48% | |
| 14 | METAMeta Platforms Inc | 112,105 | $65.6B | 1181.91% | |
| 15 | LMTLockheed Martin Corp | 134,634 | $65.4B | 1178.05% | |
| 16 | ITGartner Inc | 132,107 | $64.0B | 1152.44% | |
| 17 | PAYXPaychex Inc | 455,883 | $63.9B | 1151.03% | |
| 18 | INTUIntuit Inc | 100,981 | $63.5B | 1142.80% | |
| 19 | NTAPNetApp Inc | 546,642 | $63.5B | 1142.58% | |
| 20 | FNFabrinet | 287,531 | $63.2B | 1138.40% | |
| 21 | APHAmphenol Corp | 909,370 | $63.2B | 1137.20% | |
| 22 | PSNParsons Corp Com | 680,311 | $62.8B | 1130.05% | |
| 23 | BAHBooz Allen Hamilton Holding Co | 485,064 | $62.4B | 1124.09% | |
| 24 | ANFAbercrombie & Fitch Co | 374,061 | $55.9B | 1006.75% | |
| 25 | EATBrinker Intl Inc | 416,044 | $55.0B | 991.04% | |
| 26 | CCLCarnival Corp | 2,165,952 | $54.0B | 971.90% | |
| 27 | DKSDicks Sporting Goods Inc | 231,588 | $53.0B | 954.27% | |
| 28 | FOXFox Corporation | 1,062,664 | $48.6B | 875.22% | |
| 29 | RCLRoyal Caribbean Group | 208,657 | $48.1B | 866.73% | |
| 30 | GRMNGarmin Ltd | 230,688 | $47.6B | 856.77% | |
| 31 | CASYCaseys General Stores Inc | 118,711 | $47.0B | 846.96% | |
| 32 | HRBH&R Block Inc | 884,714 | $46.7B | 841.76% | |
| 33 | DECKDeckers Outdoor Corp | 230,031 | $46.7B | 841.20% | |
| 34 | LADLithia Motors Inc Cl A | 130,109 | $46.5B | 837.38% | |
| 35 | ALLYAlly Financial Inc | 1,288,939 | $46.4B | 835.76% | |
| 36 | KBHKb Home Com | 699,668 | $46.0B | 827.97% | |
| 37 | MUSAMurphy USA Inc | 88,894 | $44.6B | 803.13% | |
| 38 | TMHCTaylor Morrison Home Corp | 724,889 | $44.4B | 798.95% | |
| 39 | MTHMeritage Homes Corp | 286,105 | $44.0B | 792.43% | |
| 40 | NCLHNorwegian Cruise Line Holdings | 1,708,340 | $44.0B | 791.48% | |
| 41 | UNMUnum Group | 597,138 | $43.6B | 785.24% | |
| 42 | EQHEquitable Holdings Inc | 875,589 | $41.3B | 743.69% | |
| 43 | TRVCCitigroup Inc | 558,013 | $39.3B | 707.26% | |
| 44 | WFCWells Fargo & Co | 557,510 | $39.2B | 705.12% | |
| 45 | STTState Street Corp | 395,805 | $38.8B | 699.51% | |
| 46 | GSThe Goldman Sachs Group Inc | 67,677 | $38.8B | 697.80% | |
| 47 | SYFSynchrony Financial | 594,309 | $38.6B | 695.58% | |
| 48 | RFRegions Financial Corp | 1,628,316 | $38.3B | 689.61% | |
| 49 | AERAerCap Holdings NV | 394,637 | $37.8B | 680.04% | |
| 50 | A4SAmeriprise Financial Inc | 70,382 | $37.5B | 674.76% | |
| 51 | SYU1Synovus Financial Corp | 717,432 | $36.8B | 661.80% | |
| 52 | ZIONZions Bancorporation | 675,944 | $36.7B | 660.29% | |
| 53 | METMetLife Inc | 439,056 | $35.9B | 647.32% | |
| 54 | HIGThe Hartford Financial Service | 323,520 | $35.4B | 637.30% | |
| 55 | PRUPrudential Financial Inc | 297,583 | $35.3B | 635.13% | |
| 56 | JXNJackson Financial Inc Cl A | 403,871 | $35.2B | 633.27% | |
| 57 | FNFFidelity Natl Financial Inc | 625,000 | $35.1B | 631.80% | |
| 58 | HCAHCA Healthcare Inc | 116,075 | $34.8B | 627.34% | |
| 59 | CIThe Cigna Group Com | 125,066 | $34.5B | 621.86% | |
| 60 | DVADaVita Inc | 222,007 | $33.2B | 597.83% | |
| 61 | HOLXHologic Inc | 457,039 | $32.9B | 593.27% | |
| 62 | POSTPost Holdings Inc | 263,268 | $30.1B | 542.60% | |
| 63 | THCTenet Healthcare Corp New | 238,465 | $30.1B | 542.02% | |
| 64 | JAZZJazz Pharmaceuticals plc | 243,005 | $29.9B | 538.86% | |
| 65 | TAPMolson Coors Brewing Co | 521,970 | $29.9B | 538.74% | |
| 66 | PFEPfizer Inc | 1,101,225 | $29.2B | 526.06% | |
| 67 | BMYBristol-Myers Squibb Co | 515,398 | $29.2B | 524.90% | |
| 68 | GILDGilead Sciences Inc | 313,225 | $28.9B | 520.97% | |
| 69 | BUWABio Rad Laboratories Inc Cl A | 87,487 | $28.7B | 517.51% | |
| 70 | LHLabcorp Holdings Inc | 125,100 | $28.7B | 516.56% | |
| 71 | CAHCardinal Health Inc | 241,768 | $28.6B | 514.87% | |
| 72 | ABBVAbbVie Inc | 160,799 | $28.6B | 514.51% | |
| 73 | CNCCentene Corp | 471,627 | $28.6B | 514.46% | |
| 74 | MOHMolina Healthcare Inc | 97,505 | $28.4B | 511.00% | |
| 75 | 4I1Philip Morris Intl Inc | 234,588 | $28.2B | 508.37% | |
| 76 | ABGCencora Inc Com | 125,526 | $28.2B | 507.84% | |
| 77 | UTHUnited Therapeutics Corp | 79,447 | $28.0B | 504.75% | |
| 78 | BIIBBiogen Inc | 179,191 | $27.4B | 493.41% | |
| 79 | W3UThe Western Union Co | 2,583,037 | $27.4B | 493.02% | |
| 80 | DGXQuest Diagnostics Inc | 181,364 | $27.4B | 492.66% | |
| 81 | MCKMcKesson Corp | 47,175 | $26.9B | 484.11% | |
| 82 | MURMurphy Oil Corp | 733,874 | $22.2B | 399.87% | |
| 83 | OVVOvintiv Inc | 538,902 | $21.8B | 393.00% | |
| 84 | SMSM Energy Co | 560,244 | $21.7B | 391.01% | |
| 85 | BKRBaker Hughes Company | 490,770 | $20.1B | 362.49% | |
| 86 | EXEChesapeake Energy Corp | 200,147 | $19.9B | 358.77% | |
| 87 | BPBP p.l.c. | 660,538 | $19.5B | 351.58% | |
| 88 | TTENTOTAL SE SPONSORED ADS | 351,000 | $19.1B | 344.45% | |
| 89 | HALHalliburton Co | 700,963 | $19.1B | 343.19% | |
| 90 | SHELShell PLC Spon ADS | 300,740 | $18.8B | 339.26% | |
| 91 | CSLCarlisle Cos Inc | 50,640 | $18.7B | 336.32% | |
| 92 | ALSNAllison Transmission Holdings | 156,340 | $16.9B | 304.20% | |
| 93 | DOVDover Corp | 89,280 | $16.7B | 301.59% | |
| 94 | MKLMarkel Group Inc | 8,948 | $15.4B | 278.13% | |
| 95 | EMEEMCOR Group Inc | 33,335 | $15.1B | 272.45% | |
| 96 | TNETTrinet Group Inc | 162,369 | $14.7B | 265.38% | |
| 97 | FTVFortive Corp | 187,308 | $14.0B | 252.95% | |
| 98 | BRK/BBerkshire Hathaway Inc | 29,077 | $13.2B | 237.32% | |
| 99 | TKRThe Timken Co | 180,719 | $12.9B | 232.24% | |
| 100 | ATKRAtkore Intl Group Inc | 153,135 | $12.8B | 230.10% |
Page 1 of 6Next