FULLER & THALER ASSET MANAGEMENT, INC. Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$22.9B

Holdings

546

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (546 positions)

StockValue
CFGCitizens Financial Group Inc
$465.7M
KEYKeycorp
$423.6M
GPKGraphic Packaging Holding Co
$400.7M
FNBFnb Corp
$392.7M
EMEEmcor Group Inc
$380.1M
DVNDevon Energy Corp
$376.7M
ON1Old Natl Bancorp Ind
$362.6M
DOCHealthpeak Properties Inc
$319.8M
ENSGEnsign Group Inc
$307.4M
BCOBrinks Co
$288.7M
AYIAcuity Brands Inc
$282.7M
BERYEURBerry Global Group Inc
$281.4M
UI2Kemper Corp
$279.9M
SRSpire Inc
$264.2M
CMCCommercial Metals Co
$248.2M
WTMWhite Mountains Ins Group Ltd
$234.9M
AWIArmstrong World Industries Inc
$234.7M
TMHCTaylor Morrison Home Corp
$212.9M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$209.4M
MUSAMurphy Usa Inc
$200.9M
OLNOlin Corp Par $1
$197.6M
BRKRBruker Corp
$195.1M
FIXComfort Systems Usa Inc
$192.7M
CHRDChord Energy Corp Com New
$186.0M
IBPInstalled Building Prods Inc
$179.7M
REZIResideo Technologies Inc
$171.3M
CRICarters Inc
$167.0M
ICUIIcu Medical Inc
$164.7M
JELDJeld-Wen Holding Inc
$164.7M
SAICScience Applications Intl Corp
$163.3M
GVAGranite Construction Inc
$162.7M
OZKBank Ozk
$159.6M
EXPEagle Materials Inc
$156.2M
PEBPebblebrook Hotel Tr
$156.2M
HRBH&R Block Inc
$155.0M
DECKDeckers Outdoor Corp
$152.7M
PORPortland Gen Elec Co New
$148.4M
VNTVontier Corporation Com
$146.8M
HMNHorace Mann Educators Corp
$144.8M
AMRAlpha Metallurgical Resource Inc
$144.6M
EVREvercore Inc Class A
$143.6M
ITGRInteger Holdings Corp
$143.2M
ALSNAllison Transmission Holdings Inc
$142.8M
SWXSouthwest Gas Holdings Inc
$142.5M
BCBEURPrimo Water Corporation
$141.5M
ATKRAtkore Inc
$141.2M
SFStifel Financial Corp
$138.5M
AWNAdvance Auto Parts Inc
$137.8M
CBTCabot Corp
$137.6M
ESGREnstar Group Limited
$134.4M
FHBFirst Hawaiian Inc
$132.6M
UTHUnited Therapeutics Corp
$131.6M
MATXMatson Inc
$131.1M
JAZZJazz Pharmaceuticals Plc Usd
$130.7M
VLYValley National Bancorp
$129.8M
MEDPMedpace Holdings Inc
$128.4M
WF2Wintrust Financial Corp
$127.4M
MLIMueller Industries Inc
$125.3M
MTHMeritage Homes Corp
$125.2M
CROXCrocs Inc
$121.2M
KRGKite Realty Group Tr
$120.2M
APLEApple Hospitality Reit Inc New
$119.1M
COSCno Financial Group Inc
$118.0M
AITApplied Industrial Technologies Inc
$117.8M
DCIDonaldson Inc
$115.5M
KOPKoppers Holdings Inc
$115.0M
MMSIMerit Med Systems Inc
$110.6M
PTENPatterson-Uti Energy Inc
$110.3M
DINOHf Sinclair Corporation
$108.8M
CRUSCirrus Logic Inc
$108.3M
EWBCEast West Bancorp Inc
$107.9M
STRLSterling Contruction Inc
$107.2M
SONSonoco Prods Co
$106.4M
NXSTNexstar Media Group Inc Cl A
$105.3M
LRNStride Inc
$105.1M
RRCRange Resources Corp
$104.2M
SMCIUSDSuper Micro Computer Inc
$102.2M
CHEChemed Corp
$102.0M
NOMDNomad Foods Ltd Usd Ord
$101.3M
ELFE L F Beauty Inc
$100.1M
TXNMPnm Resources Inc
$98.0M
VRTVertiv Holdings Co Cl A
$91.8M
CADECadence Bank
$91.7M
DNBDun & Bradstreet Corp New
$90.5M
WAFDWafd Inc Com
$90.0M
RDNRadian Group Inc
$89.5M
FHIFederated Hermes Inc Cl B
$89.3M
AGCOAgco Corp
$88.9M
OPCHOption Care Health Inc New
$87.8M
HOPEHope Bancorp Inc
$87.2M
BKHBlack Hills Corp
$86.9M
BLDTopbuild Corp
$84.9M
HBANHuntington Bancshares Inc
$84.8M
GEFGreif Inc Cl A
$84.8M
MMSMaximus Inc
$83.1M
HWCHancock Whitney Corporation
$81.4M
ZIONZions Bancorporation Na
$81.2M
AXSAxis Cap Holdings Ltd
$80.7M
AGOAssured Guaranty Ltd
$80.4M
IDIInterdigital Inc
$80.1M
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