FULLER & THALER ASSET MANAGEMENT, INC. Q1 2020 Filing

Filed May 6, 2020

Portfolio Value

$5.9B

Holdings

478

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (478 positions)

StockValue
CROXCrocs Inc
$4.3M
STAYUSDExtended Stay America Inc
$4.2M
YUMCYum China Hldng Inc
$4.0M
SL2Sleep Number Corp
$4.0M
Limelight Networks Inc
$4.0M
ICHRIchor Holdings Ltd
$3.9M
VRSUSDVerso Corp
$3.9M
CMRECostamare Inc
$3.8M
EBAEbay Inc
$3.8M
AQUAUSDEvoqua Water Tech
$3.7M
UNPUnion Pacific Corp
$3.7M
SPUSDSP Plus Corp
$3.7M
OMFOnemain Holdings Inc
$3.6M
TPDTempur-Pedic Int'l
$3.6M
HZOMarineMax Inc
$3.5M
ALGTAllegiant Travel Co
$3.5M
IWNIShares TR Russell 2000 Value ETF
$3.5M
ECLEcolab Inc
$3.5M
PDLIEURPDL Biopharma Inc
$3.4M
Cornerstone Building Brands Inc
$3.4M
TOWNTownebank
$3.3M
ROSTRoss Stores Inc
$3.3M
Raven Industries Inc
$3.3M
LRCXEURLam Research Corp
$3.2M
PHParker-Hannifin Corp
$3.2M
BRK/BBerkshire Hathaway Inc Cl B
$3.2M
CITCintas Corp
$3.2M
Cabot Microelectronics Corp
$3.2M
METAFacebook Inc
$3.2M
IEIInSight Enterprises
$3.1M
FISIFinancial Institutions Inc
$3.1M
CORREURCorenergy Infrastructure TR
$3.1M
ORLYO'Reilly Automotive
$3.1M
CLGXCorelogic Inc
$3.1M
VRSNVerisign Inc
$3.1M
BKNGBooking Holdings Inc
$3.0M
WATWaters Corp
$3.0M
FRPTFreshpet Inc
$3.0M
LLYLilly (Eli) & Co
$3.0M
CMTLComtech Telecommun
$2.9M
LUVSouthwest Airlines Co
$2.8M
RUBIEURRubicon Project Inc
$2.8M
IRET1USDInvestors Real Estate Trust
$2.8M
GLPIGaming & Leisure Pptys
$2.8M
ZBRAZebra Technologies Corp
$2.8M
IWMIShares TR Russell 2000 ETF
$2.8M
ADNTAdient Plc
$2.8M
SYFSynchrony Financial
$2.7M
PGCPeapack-gladstone Finl Corp
$2.7M
RILYB. Riley FBR Inc
$2.6M
UNHUnitedHealth Group Inc
$2.6M
ALSNAllison Transmission Hldgs
$2.6M
WMTWalmart Inc
$2.6M
NGVCNatural Grocers Vitamin CTGE
$2.6M
INTCIntel Corp
$2.6M
LSXMKUSDLiberty Media Siriusxm Group
$2.5M
AMGNAmgen Inc
$2.5M
JPMJP Morgan Chase & Co
$2.5M
TTITetra Technologies Inc
$2.4M
ARIApollo Commercial Re Fin Inc
$2.4M
ORCLOracle Systems
$2.4M
CSVCarriage Services Inc-Cl A
$2.3M
BACBank Of America Corp
$2.2M
GOROGold Resource Corp
$2.2M
ATENA10 Networks Inc
$2.1M
VPGVishay Precision Group
$2.0M
DSP Group Inc
$1.9M
EVCEntravision Communications
$1.9M
ELFE.l.f. Beauty Inc
$1.9M
CRAICRA International Inc
$1.9M
XXYCross Country Healthcare Inc
$1.9M
UEICUniversal Electronics Inc.
$1.9M
BIIBBiogen Inc
$1.8M
Catchmark Timber Trust
$1.8M
IVCUSDInvacare Corp
$1.8M
WBAWalgreens Boots Alliance Inc
$1.8M
XOMExxon Mobil Corp
$1.8M
WOWWideopenwest Inc
$1.7M
ELVAnthem Inc
$1.7M
LDELandec Corp
$1.7M
MNRLUSDBrigham Minerals Inc
$1.6M
PTBPotbelly Corp
$1.6M
Spartan Motors Inc
$1.6M
SCOR1EURComscore Inc
$1.6M
TMUST-Mobile US Inc
$1.6M
AXGNAxogen Inc
$1.5M
WTWisdomtree Investments Inc
$1.5M
Hc2 Holdings Inc
$1.5M
RUTHUSDRuths Hospitality Group Inc
$1.4M
BOOTBoot Barn Holdings Inc
$1.4M
CAI International Inc
$1.4M
KLX Energy Services Hldng
$1.4M
Antares Pharma Inc
$1.4M
DYT1Dynex Capital Inc
$1.4M
ARLOArlo Technologies Inc
$1.4M
LQDTLiquidity Services Inc
$1.3M
RMRRmr Group Inc
$1.3M
IMMRImmersion Corp
$1.3M
FMNBFarmers Natl Banc Corp/oh
$1.3M
SMSISmith Micro Software Inc
$1.2M
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