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
PPLPPL Corp
$16.0M
DTEDTE Energy Co
$15.8M
EVRGEvergy Inc
$15.5M
NRANRG Energy Inc
$15.4M
ALSNAllison Transmission Holdings
$15.3M
TKRThe Timken Co
$15.2M
MLIMueller Industries Inc
$14.7M
MATXMatson Inc
$14.7M
SLBSlb Limited Com Stk
$14.1M
LEALear Corp
$13.8M
GTESGates Industrial Corp plc
$13.7M
EOGEOG Resources Inc
$13.2M
MURMurphy Oil Corp
$12.5M
UPSUnited Parcel Service Inc Cl B
$12.0M
BCCBoise Cascade Co
$12.0M
MIDDMiddleby Corp
$12.0M
PHParker-Hannifin Corp
$11.8M
OVVOvintiv Inc
$11.8M
CHRDChord Energy Corp
$11.6M
RRyder System Inc
$11.6M
SMSM Energy Co
$11.6M
CMICummins Inc
$11.5M
HALHalliburton Co
$11.3M
AYIAcuity Inc
$11.1M
BWABorgWarner Inc
$11.1M
CSXCSX Corp
$11.1M
CNMCore & Main Inc Cl A
$11.0M
SHELShell PLC Spon ADS
$11.0M
WFRDWeatherford Intl PLC
$11.0M
ALVAutoliv Inc
$11.0M
MMM3M Co
$10.9M
BLDTopbuild Corp
$10.8M
TTETotalenergies SE EUR
$10.8M
URIUnited Rentals Inc
$10.7M
EMREmerson Electric Co
$10.7M
SNASnap-on Inc
$10.6M
OXYOccidental Petroleum Corp
$10.3M
VNTVontier Corporation
$10.2M
OSKOshkosh Corp
$10.1M
JJacobs Solutions Inc
$10.1M
GPCGenuine Parts Co
$10.1M
CFCF Industries Holdings Inc
$10.0M
EMEEMCOR Group Inc
$10.0M
BKRBaker Hughes Company
$10.0M
BPBP p.l.c.
$10.0M
MASMasco Corp
$10.0M
NOVNov Inc
$9.9M
DVNDevon Energy Corp
$9.9M
AGCOAGCO Corp
$9.8M
CIVICivitas Resources Inc New
$9.7M
AXSAxis Capital Holdings Ltd
$9.6M
OCOwens Corning
$9.4M
EMNEastman Chemical Co
$9.3M
MKLMarkel Group Inc
$9.2M
DGDollar General Corp
$9.2M
STAGSTAG Industrial Inc
$9.2M
MOSThe Mosaic Co
$9.1M
ACNAccenture plc
$9.1M
ITGartner Inc
$8.6M
AMTAmerican Tower Corp
$8.6M
BRK/BBerkshire Hathaway Inc
$8.6M
UHSUniversal Health Services Inc
$8.5M
SONSonoco Products Co
$8.4M
ACGLArch Capital Group Ltd
$8.4M
MTZMastec Inc
$8.3M
TXNTexas Instruments Inc
$8.3M
CHRWC.H. Robinson Worldwide Inc
$8.1M
AONAON PLC Cl A
$8.0M
SAICScience Applications Intl Corp
$8.0M
ESEversource Energy
$7.4M
PBProsperity Bancshares Inc
$7.3M
NVRNVR Inc
$7.2M
NINiSource Inc
$7.1M
TMOThermo Fisher Scientific Inc
$7.1M
CIThe Cigna Group Com
$7.0M
NUENucor Corp
$6.9M
PHMPulteGroup Inc
$6.9M
BLDRBuilders FirstSource Inc
$6.9M
WCCWESCO Intl Inc
$6.8M
SYYSysco Corp
$6.8M
KMXCarMax Inc
$6.8M
ACMAECOM
$6.7M
FTVFortive Corp
$6.7M
NMIHNMI Holdings Inc Cl A
$6.4M
ATGEAdtalem Global Education Inc
$6.3M
STLDSteel Dynamics Inc
$6.3M
RSReliance Inc Com
$6.3M
INGRIngredion Inc
$6.2M
UNHUnitedHealth Group Inc
$6.2M
OMFOneMain Holdings Inc
$6.2M
GENGen Digital Inc Com
$6.1M
NVDANVIDIA Corp
$6.1M
AAPLApple Inc
$6.1M
PKGPackaging Corp of America
$6.0M
DEDeere & Co
$6.0M
UFPIUfp Industries Inc
$6.0M
AMCRAmcor PLC
$5.9M
LYBLyondellBasell Industries N.V.
$5.9M
FDXFedEx Corp
$5.9M
RRXRegal Rexnord Corporation Com
$5.9M
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