FULLER & THALER ASSET MANAGEMENT, INC. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$17.3B

Holdings

512

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (512 positions)

StockValue
GPKGraphic Packaging Holding Co
$415.6M
FNBFnb Corp
$340.2M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$333.8M
ON1Old Natl Bancorp Ind
$309.7M
BERYEURBerry Global Group Inc
$265.4M
ENSGEnsign Group Inc
$250.1M
JBLJabil Inc
$249.7M
CFGCitizens Financial Group Inc
$222.2M
BCOBrinks Co
$221.6M
SAICScience Applications Intl Corp
$213.4M
KEYKeycorp
$212.3M
WTMWhite Mountains Ins Group Ltd
$198.0M
DVNDevon Energy Corp
$197.9M
PORPortland Gen Elec Co New
$187.6M
OLNOlin Corp Par $1
$181.3M
BRKRBruker Corp
$177.7M
MEDPMedpace Holdings Inc
$176.8M
CRUSCirrus Logic Inc
$170.9M
AITApplied Industrial Technologies Inc
$169.6M
OZKBank Ozk
$168.6M
ATKRAtkore Inc
$164.1M
DECKDeckers Outdoor Corp
$163.2M
CBTCabot Corp
$161.6M
UI2Kemper Corp
$161.1M
COSCno Financial Group Inc
$154.7M
ASOAcademy Sports & Outdoors Inc Com
$153.4M
LSTRLandstar Systems Inc
$150.9M
MMSMaximus Inc
$148.5M
HCQAmn Healthcare Services Inc
$144.3M
CHRDChord Energy Corp Com New
$140.6M
HUNHuntsman Corp
$138.5M
SANMSanmina Corporation
$130.4M
SWXSouthwest Gas Holdings Inc
$130.1M
VLYValley National Bancorp
$127.9M
TPHTri Pointe Homes Inc
$127.6M
EMEEmcor Group Inc
$123.9M
REZIResideo Technologies Inc
$122.5M
ESGREnstar Group Limited
$122.0M
BCBEURPrimo Water Corporation
$121.7M
AYIAcuity Brands Inc
$120.8M
GVAGranite Construction Inc
$119.9M
KRGKite Realty Group Tr
$119.5M
VYXNcr Corp
$119.3M
CCKCrown Holdings Inc
$119.2M
BKHBlack Hills Corp
$118.7M
MUSAMurphy Usa Inc
$118.5M
JELDJeld-Wen Holding Inc
$117.9M
UTHUnited Therapeutics Corp
$117.3M
COLMColumbia Sportswear Co
$117.1M
DOCUSDPhysicians Realty Trust
$115.8M
CRICarters Inc
$112.2M
ICUIIcu Medical Inc
$110.6M
SRSpire Inc
$109.2M
PEBPebblebrook Hotel Tr
$108.1M
NOMDNomad Foods Ltd Usd Ord
$105.5M
HBANHuntington Bancshares Inc
$104.9M
FHBFirst Hawaiian Inc
$102.2M
APLEApple Hospitality Reit Inc New
$101.3M
DNBDun & Bradstreet Corp New
$100.9M
MMSIMerit Med Systems Inc
$99.7M
BECNUSDBeacon Roofing Supply Inc
$99.0M
EXLSExlservice Holdings Inc
$98.4M
SFStifel Financial Corp
$98.1M
NXSTNexstar Media Group Inc Cl A
$97.5M
MLKNMillerknoll Inc
$96.3M
CMCCommercial Metals Co
$95.6M
ENREnergizer Holdings Inc
$95.2M
THGHanover Insurance Group Inc
$92.2M
HUBGHub Group Inc Cl A
$91.1M
ANAutonation Inc
$89.3M
HOPEHope Bancorp Inc
$87.3M
NWENorthwestern Corp New
$86.8M
IARTIntegra Lifesciences Holdings Corp
$86.7M
MLIMueller Industries Inc
$85.5M
BDCBelden Inc
$85.0M
EVREvercore Inc Class A
$83.6M
RLRalph Lauren Corp Cl A
$83.5M
DIODDiodes Inc
$83.1M
MATXMatson Inc
$81.8M
RRCRange Resources Corp
$81.8M
CADECadence Bank
$80.3M
GEFGreif Inc Cl A
$79.4M
KOPKoppers Holdings Inc
$77.5M
MODVQModivcare Inc
$77.4M
RDNRadian Group Inc
$77.1M
HRBH&R Block Inc
$75.6M
AVTAvnet Inc
$75.1M
HMNHorace Mann Educators Corp
$74.8M
HRHealthcare Realty Trust Cl A
$74.7M
SONSonoco Prods Co
$74.6M
CECelanese Corp
$73.7M
MTHMeritage Homes Corp
$71.2M
AXSAxis Cap Holdings Ltd
$70.6M
WF2Wintrust Financial Corp
$70.3M
HWCHancock Whitney Corporation
$70.0M
HN9Hanesbrands Inc
$69.8M
UBSIUnited Bankshares Inc West Va
$69.6M
PRGSProgress Software Corp
$68.2M
TNETTrinet Group Inc
$68.2M
TEXTerex Corp
$66.5M
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