FULLER & THALER ASSET MANAGEMENT, INC. Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$8.5B

Holdings

759

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (759 positions)

StockValue
ROKRockwell Int'l Corp
$209.0M
BAXBaxter International Inc
$201.0M
ELVAnthem Inc
$198.0M
Monsanto Co
$198.0M
SJMJM Smucker Co
$198.0M
WMWaste Management Inc
$193.0M
REEverest Reinsurance Hldgs
$193.0M
CPBCampbell Soup Co
$191.0M
SCCOSouthern Peru Copper
$190.0M
ALLYAlly Financial Inc
$190.0M
ADMArcher-Daniels-Midland
$186.0M
CSXCSX Corp
$184.0M
MCKMcKesson HBOC Inc
$183.0M
PSAPublic Storage
$180.0M
WDCWestern Digital Corp
$175.0M
BKBank of New York Co
$175.0M
BBTUSDBb&T Corp
$172.0M
LEALear Corp
$167.0M
HLTHilton Worldwide Hldgs Inc
$165.0M
GPKGraphic Packaging Holding Co
$165.0M
ILMNIllumina Inc
$165.0M
LRCXEURLam Research Corp
$163.0M
CMICummins Inc
$162.0M
TMKTorchmark Corp
$160.0M
CBSHCommerce Bancshares Inc
$156.0M
RCLRoyal Carib Cruises
$153.0M
INGRIngredion Inc
$153.0M
KLACKLA-Tencor Corp
$153.0M
CCKCrown Cork & Seal Co
$150.0M
RHT1EURRed Hat Inc
$150.0M
EIXEdison International
$150.0M
RSGRepublic Services Inc
$149.0M
HDSUSDHd Supply Holdings Inc
$148.0M
BBYBest Buy Co
$147.0M
MTDMettler-Toledo Intl Inc
$147.0M
STXSeagate Technology
$146.0M
DLTRDollar Tree Stores Inc
$142.0M
GISGeneral Mills Inc
$140.0M
GAPGap Stores
$140.0M
TTCToro Company
$140.0M
HSYHershey Foods Corp
$139.0M
SPGSimon Property Group Inc
$139.0M
CTSHCognizant Tech Solutions
$137.0M
ARMKAramark
$136.0M
ZTSZoetis Inc
$134.0M
JKHYHenry (Jack) & Associates
$132.0M
GRA1EURGrace (W R) & Co
$132.0M
AZOAutozone Inc
$130.0M
SIRIEURSirius XM Holdings Inc
$129.0M
DCIDonaldson Co Inc
$128.0M
WRKUSDWestrock Co
$128.0M
PCARPaccar Inc
$126.0M
MORNMorningstar Inc
$124.0M
OMCOmnicom Group
$124.0M
FNFFidelity Natl Finl Fnf Group
$124.0M
AFGAmerican Financial Grp
$123.0M
ELSEquity Lifestyle Properties
$123.0M
UEOWestlake Chemical Corp
$122.0M
MASMasco Corp
$121.0M
ROLRollins Inc
$121.0M
THGHanover Insurance Group Inc
$118.0M
LDOSLeidos Holdings Inc
$118.0M
HFCUSDHollyFrontier Corp
$117.0M
MRSHMarsh & McLennan Cos
$116.0M
ETRAE Trade Financial Corp
$116.0M
SEICSei Investments Co
$116.0M
UGIUGI Corp
$116.0M
RHIRobert Half Int'l Inc
$115.0M
BERYEURBerry Global Group Inc
$115.0M
SIGISelective Insurance Group
$115.0M
GWWGrainger Inc
$113.0M
FICOFair Issac & Co
$113.0M
BLKBBlackbaud Inc
$112.0M
SAICScience Applications Int'l Corp
$112.0M
YUMYum! Brands Inc
$111.0M
AZPNUSDAspen Technology Inc
$110.0M
HRLHormel Foods Corp
$110.0M
AIZAssurant Inc
$110.0M
FHIFederated Investors Inc-CL B
$109.0M
HOUSRealogy Holdings Corp
$109.0M
HIHillenbrand Inc
$109.0M
NSCNorfolk Southern Corp
$109.0M
CDNSCadence Design Systems
$109.0M
EXPDExpeditors Intl
$108.0M
RGAReinsurance Group Amer Inc
$108.0M
BAHBooz Allen Hamilton Hldg Cp
$108.0M
BRCBrady Corp
$108.0M
HUMHumana Inc
$108.0M
NLYEURAnnaly Capital Management Inc
$107.0M
BOHBank of Hawaii Corp
$106.0M
CA8ACACI International Inc
$106.0M
APCAnadarko Petroleum Corp
$106.0M
SFBSServisFirst Bancshares Inc
$106.0M
JBHTHunt (JB) Transp Svcs
$105.0M
NOCNorthrop Grumman Corp
$105.0M
IFFInt'l Flavors & Fragrances
$105.0M
JLLJones Lang LaSalle Inc
$105.0M
HRBH&R Block
$104.0M
PKGPackaging Corp
$104.0M
TOLToll Brothers
$104.0M
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