FULLER & THALER ASSET MANAGEMENT, INC. Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$22.9T

Holdings

546

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (546 positions)

StockValue
POSTPost Holdings Inc
$26.5M
STCStewart Information Services Corp
$26.4M
VERXVertex Inc Cl A
$26.2M
ALRMAlarm Holdings Inc
$26.1M
SYFSynchrony Financial
$25.9M
HQYHealthequity Inc
$25.9M
HUBGHub Group Inc Cl A
$25.5M
TENBTenable Holdings Inc
$25.3M
ACMRACM Research Inc Cl A
$25.3M
FISFidelity Natl Information Services
$25.2M
DCHAmerican Axle & Manufacturing
$24.5M
LNTHLantheus Holdings Inc
$24.2M
HLITHarmonic Inc
$24.1M
JPXAerovironment Inc
$24.1M
DUOLDuolingo Inc Cl A
$24.0M
RAMPLiveramp Holdings Inc
$23.6M
HALOHalozyme Therapeutics Inc
$23.1M
DGDollar General Corp
$23.1M
RPDRapid7 Inc
$23.1M
FLYWFlywire Corporation Vtg
$23.0M
IGTInternational Game Technology Usd
$23.0M
AZTAAzenta Inc
$22.9M
UPBDUpbound Group Inc
$22.5M
TMDXTransmedics Group Inc
$22.4M
OLLIOllies Bargain Outlet Holdings In
$22.4M
HCQAmn Healthcare Services Inc
$22.3M
DFINDonnelley Financial Solutions Inc
$22.3M
PGNYProgyny Inc
$22.1M
BROSDutch Brothers Inc Cl A
$21.9M
BANFBancfirst Corp
$21.8M
HUNHuntsman Corp
$21.2M
MODVQModivcare Inc
$21.1M
JHGJanus Henderson Group Plc
$21.0M
ALEXAlexander & Baldwin Inc
$20.8M
BNLBroadstone Net Lease Inc
$20.3M
ROFKforce Inc
$20.1M
PDMPiedmont Office Realty Trust Inc Cl
$19.9M
ZETAZeta Global Holdings Corp Cl A
$19.8M
AVNTAvient Corporation
$19.6M
FOURShift4 Pmts Inc Cl A
$19.5M
MDRXVeradigm Inc
$19.5M
LKFNLakeland Financial Corp
$19.3M
UPWKUpwork Inc
$19.0M
FRSHFreshworks Inc Class A
$18.5M
CFRCullen Frost Bankers Inc
$18.4M
EBAEbay Inc
$17.6M
ALKSAlkermes Plc
$17.0M
GPNGlobal Payments Inc
$16.5M
UHAL/BU Haul Holding Company Com Ser N
$16.0M
BBTBerkshire Hills Bancorp Inc
$15.9M
PRDOPerdoceo Ed Corp
$15.9M
IARTIntegra Lifesciences Holdings Corp
$15.6M
FSPFranklin Str Properties Corp
$15.6M
CITCintas Corp
$15.3M
NBTBNbt Bancorp Inc
$14.9M
OXMOxford Industries Inc
$14.6M
HYHyster Yale Matls Handling Inc
$14.6M
ZBRAZebra Technologies Corporation Cl A
$14.5M
PHParker-Hannifin Corp
$13.7M
TRUTransunion
$13.5M
ARMKAramark
$13.4M
ROSTRoss Stores Inc
$13.4M
REEverest Reinsurance Group Ltd
$13.2M
TERTeradyne Inc
$12.6M
NVDANvidia Corporation
$12.5M
ECLEcolab Inc
$12.4M
GLGlobe Life Inc
$12.2M
GNTXGentex Corp
$12.1M
LRCXEURLam Research Corp
$11.8M
CNXCConcentrix Corp
$11.7M
MKLMarkel Corp
$11.5M
ORLYOreilly Automotive Inc
$11.5M
REYNReynolds Consumer Prods Inc
$11.5M
ADTNAdtran Holdings Inc
$11.5M
WATWaters Corp
$11.0M
XRAYDentsply Sirona Inc
$10.8M
KMXCarmax Inc
$10.8M
CECelanese Corp
$10.2M
DIODDiodes Inc
$9.5M
LNGCheniere Energy Inc New
$8.8M
WRKUSDWestrock Co
$8.8M
JCIJohnson Controls Intl Plc
$8.8M
AMTAmerican Tower Corp
$8.5M
Laboratory Corp America Holdings
$8.4M
AUBAtlantic Un Bankshares Corp
$8.4M
MTBM & T Bank Corp
$8.0M
BRXBrixmor Property Group Inc
$7.7M
INGRIngredion Inc
$7.5M
TDCTeradata Corp
$7.5M
OSG1EUROverseas Shipholding Group Inc Cl A
$7.4M
GMEDGlobus Med Inc Cl A
$7.2M
COFCapital One Financial Corp
$7.0M
KLACKla Corp New
$7.0M
FTNTFortinet Inc
$6.9M
ATOAtmos Energy Corp
$6.7M
CNPCenterpoint Energy Inc
$6.5M
LM0CLiberty Media Corp Lbty Srm Sc
$6.4M
WFCWells Fargo Co
$6.4M
IWOIShares Russell 2000 Gwth ETF
$6.3M
MTDRMatador Resources Co
$6.0M
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