FULLER & THALER ASSET MANAGEMENT, INC. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$25.7B

Holdings

596

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (596 positions)

StockValue
JXC1Ziff Davis Inc
$41.9M
UPSTUpstart Holdings Inc
$41.8M
COLLCollegium Pharmaceutical Inc
$40.9M
UAAUnder Armour Inc Cl A
$40.6M
PRGSProgress Software Corp
$39.4M
ALABAstera Laboratories Inc
$38.0M
LZBLa-Z-Boy Inc
$37.6M
BOOTBoot Barn Holdings Inc
$37.3M
AMPHAmphastar Pharmaceuticals Inc
$36.6M
MBCMasterbrand Inc Common Stock
$36.5M
SANMSanmina Corporation
$36.4M
RHRh
$35.1M
CRCrane Company Common Stock
$34.8M
FCFFirst Commonwealth Financial Corp
$34.7M
ANAutonation Inc
$34.6M
ASOAcademy Sports & Outdoors Inc Com
$34.3M
FFINFirst Financial Bankshares Inc
$34.3M
TN1Tennant Co
$34.0M
JBLJabil Inc
$33.9M
BNLBroadstone Net Lease Inc
$33.6M
BLDTopbuild Corp
$33.5M
HWKNHawkins Inc
$33.4M
DGDollar General Corp
$33.2M
NWENorthwestern Corp New
$31.6M
SYFSynchrony Financial
$31.2M
SFNCSimmons 1St Natl Corp Cl A $1 Par
$31.0M
KOPKoppers Holdings Inc
$31.0M
ESEEsco Technologies Inc
$30.9M
CLHClean Harbors Inc
$30.7M
BLKBBlackbaud Inc
$30.3M
KMTKennametal Inc
$30.0M
BANFBancfirst Corp
$29.8M
COLMColumbia Sportswear Co
$29.3M
RYNRayonier Inc
$29.1M
JELDJeld-Wen Holding Inc
$28.3M
MCRIMonarch Casino & Resort Inc
$26.7M
CRICarters Inc
$26.3M
GPNGlobal Payments Inc
$26.3M
AZTAAzenta Inc
$25.9M
STCStewart Information Services Corp
$25.8M
MEDPMedpace Holdings Inc
$25.6M
QA4AGentherm Inc
$24.2M
TTITetra Technologies Inc
$24.1M
MAGNMagnera Corp
$23.9M
FISFidelity Natl Information Services
$23.7M
SXIStandex Intl Corp
$22.5M
COKECoca-Cola Cons Inc
$22.4M
EBAEbay Inc
$22.0M
WATWaters Corp
$22.0M
CWKCushman Wakefield Plc
$21.7M
OZKBank Ozk
$21.2M
IWOIShares Russell 2000 Grwth ETF
$21.0M
ALEXAlexander & Baldwin Inc
$21.0M
BLDRBuilders Firstsource Inc
$20.0M
CXTCrane Nxt Co Com
$19.8M
MASMasco Corp
$19.7M
CITCintas Corp
$19.5M
ORLYOreilly Automotive Inc
$19.4M
UPBDUpbound Group Inc
$19.2M
AVTAvnet Inc
$19.2M
CLDTChatham Lodging Tr
$19.1M
ROSTRoss Stores Inc
$17.9M
NBTBNbt Bancorp Inc
$17.4M
REEverest Reinsurance Group Ltd
$17.2M
INSWInternational Seaways Inc
$17.2M
BYDBoyd Gaming Corp
$17.1M
AMRAlpha Metallurgical Resource Inc
$17.1M
LKFNLakeland Financial Corp
$16.9M
UNPUnion Pacific Corp
$16.7M
LRCXLam Research Corp New
$16.5M
DLTRDollar Tree Inc
$16.3M
KLACKla Corp New
$16.2M
SKAASkechers Us A Inc Cl A
$16.0M
TERTeradyne Inc
$15.8M
PHParker-Hannifin Corp
$15.3M
DFINDonnelley Financial Solutions Inc
$15.1M
FTNTFortinet Inc
$15.1M
ZBRAZebra Technologies Corporation Cl A
$14.7M
AVNTAvient Corporation
$14.5M
ALLYAlly Financial Inc
$14.2M
GLGlobe Life Inc
$14.1M
ADBEAdobe Systems Incorporated
$14.0M
ROFKforce Inc
$13.9M
DCHAmerican Axle & Manufacturing
$13.4M
UHAL/BU Haul Holding Company Com Ser N
$13.3M
ARMKAramark
$13.2M
MKLMarkel Corp
$13.2M
HELEHelen Of Troy Ltd
$12.7M
LNGCheniere Energy Inc New
$11.9M
OTTROtter Tail Corp
$11.6M
ECLEcolab Inc
$11.0M
DECKDeckers Outdoor Corp
$10.9M
DOWDow Chemical Co
$10.7M
JCIJohnson Controls Intl Plc
$9.8M
JBHTHunt J B Trans Services Inc
$9.7M
TPHTri Pointe Homes Inc
$9.4M
LHLabcorp Holdings Inc
$9.2M
AMTAmerican Tower Corp
$9.2M
EWBCEast West Bancorp Inc
$9.1M
HYHyster-Yale Inc
$9.0M
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