WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$5.6B

Holdings

511

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (511 positions)

StockValue
LRCXLam Research Corp New
$69.5M
CTSHCognizant Technology Solutions
$67.6M
SSNCSS&C Technologies Holdings Inc
$67.2M
CSCOCisco Systems Inc
$66.1M
GOOGLAlphabet Inc Cap Stock Cl A
$65.9M
KLACKLA-Tencor Corp
$64.2M
LDOSLeidos Holdings Inc
$64.2M
JBLJabil Inc
$63.6M
APHAmphenol Corp
$63.5M
MSFTMicrosoft Corp
$63.4M
METAMeta Platforms Inc
$62.7M
DBXDROPBOX INC
$62.4M
PAYXPaychex Inc
$62.1M
TELTE Connectivity PLC
$61.5M
CWCurtiss-Wright Corp
$61.5M
ZMZoom Video Communications Inc
$61.3M
KEYSKeysight Technologies Inc
$60.3M
INTUIntuit Inc
$60.3M
SUXTd Synnex Corporation
$60.1M
NTAPNetApp Inc
$57.9M
ADSKAutodesk Inc
$57.3M
ANETArista Networks Inc
$57.1M
IDIInterDigital Inc
$57.1M
STXSeagate Technology Hldngs PLC
$57.0M
NXTNextpower Inc
$55.7M
FNFabrinet
$55.0M
CDNSCadence Design Systems Inc
$53.9M
DELLDell Technologies Inc Cl C
$51.6M
CCLCarnival Corp
$43.4M
RPRXRoyalty Pharma Plc Class A
$40.2M
ALLYAlly Financial Inc
$39.7M
BYDBoyd Gaming Corp
$37.1M
THCTenet Healthcare Corp New
$37.1M
BKNGBooking Holdings Inc
$36.9M
GILGildan Activewear Inc
$36.9M
TRVCCitigroup Inc
$36.8M
PG4Principal Financial Group Inc
$36.3M
RFRegions Financial Corp
$36.1M
CASYCaseys General Stores Inc
$35.8M
SYFSynchrony Financial
$35.6M
EXPEExpedia Group Inc
$35.2M
DISThe Walt Disney Co
$35.0M
HCAHCA Healthcare Inc
$34.9M
TPRTapestry Inc
$34.8M
WYNNWynn Resorts Ltd
$34.7M
NYTNew York Times Co Cl A
$34.5M
LTHLife Time Group Holdings Inc C
$34.4M
STTState Street Corp
$34.2M
GRMNGarmin Ltd
$34.1M
GMGeneral Motors Co
$34.0M
HIGHartford Insurance Group Inc C
$33.8M
DDSDillard's Inc
$33.8M
ZIONZions Bancorporation
$33.8M
DVADaVita Inc
$33.7M
HASHasbro Inc
$33.7M
AERAerCap Holdings NV
$33.7M
RLRalph Lauren Corp
$33.4M
VTRSViatris Inc
$33.3M
LVSLas Vegas Sands Corp
$33.3M
VOYAVoya Financial Inc
$33.3M
UNMUnum Group
$33.3M
PRUPrudential Financial Inc
$33.3M
IVZInvesco Ltd
$33.3M
JXNJackson Financial Inc Cl A
$33.2M
GSThe Goldman Sachs Group Inc
$33.1M
VLYValley National Bancorp
$32.9M
URBNUrban Outfitters Inc
$32.2M
JAZZJazz Pharmaceuticals plc
$32.1M
REGNRegeneron Pharmaceuticals
$31.9M
UBERUber Technologies Inc
$31.6M
ANAutoNation Inc
$31.5M
BENFranklin Resources Inc
$31.2M
METMetLife Inc
$31.2M
BOOTBoot Barn Holdings Inc
$31.1M
A4SAmeriprise Financial Inc
$31.0M
FNFFidelity Natl Financial Inc
$30.9M
TFXTeleflex Inc
$30.8M
FDO.FMacy's Inc
$30.7M
SLMSLM Corp
$30.6M
BMYBristol-Myers Squibb Co
$30.4M
CAHCardinal Health Inc
$30.0M
UTHUnited Therapeutics Corp
$29.6M
JNJJohnson & Johnson
$29.0M
PFEPfizer Inc
$28.4M
ABBVAbbVie Inc
$28.3M
MOAltria Group Inc
$27.8M
LHLabcorp Holdings Inc
$27.8M
CVSCVS Health Corp
$27.6M
GEHCGE Healthcare Technologies Inc
$27.6M
ABGCencora Inc Com
$27.5M
MCKMcKesson Corp
$27.4M
GILDGilead Sciences Inc
$26.7M
SOLVSolventum Corp
$26.2M
SWXSouthwest Gas Hldgs Inc Com
$19.1M
CSLCarlisle Cos Inc
$18.1M
BACVerizon Communications Inc
$17.1M
FEFirstEnergy Corp
$16.4M
UGIUGI Corp
$16.4M
DOVDover Corp
$16.4M
TMUST-Mobile US Inc
$16.3M
Page 1 of 6Next