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
AMGNAmgen Inc
$872K
JPMJpmorgan Chase & Co
$866K
GEHCGe Healthcare Technologies Inc
$858K
DRIDarden Restaurants Inc
$831K
MTDRMatador Resources Co
$826K
CFRCullen Frost Bankers Inc
$805K
CWCurtiss Wright Corp
$804K
AMATApplied Materials Inc
$795K
ELVElevance Health Inc
$791K
GDOTGreen Dot Corp Cl A
$790K
CSLCarlisle Cos Inc
$786K
MANHManhattan Associates Inc
$781K
BSXBoston Scientific Corp
$764K
IJTIshares Small Cap 600 G ETF
$744K
APPSDigital Turbine Inc New
$736K
AFWAlign Technology Inc
$729K
VMEO*Vimeo Inc Common Stock
$728K
EBSEmergent Biosolutions Inc
$717K
TMCITreace Med Concepts Inc
$707K
VSTVistra Corp
$677K
UNFIUnited Natural Foods Inc
$675K
BVBrightview Holdings Inc
$649K
EMNEastman Chem Co
$642K
NPKINPK International Inc Com SHS
$641K
LMNRLimoneira Co
$623K
EXPDExpeditors Intl Wash Inc
$619K
FAROFaro Technologies Inc
$597K
DWDMorgan Stanley
$567K
PBIPitney Bowes Inc
$547K
SHENShenandoah Telecommunications
$535K
AHCOAdapthealth Corp Common Stock
$532K
XPERXperi Inc.
$531K
OMCOmnicom Group Inc
$529K
SPBSpectrum Brands Holdings Inc
$528K
CTVHelix Energy Solutions Group Inc
$518K
AMRCAmeresco Inc Cl A
$516K
BZHBeazer Homes Usa Inc New
$509K
PACKRanpak Holdings Corp Cl A
$503K
BJRIBjs Restaurants Inc
$498K
TOLToll Brothers Inc
$493K
LQDTLiquidity Services Inc
$493K
NCMINational Cinemedia Inc New
$490K
LOCOEl Pollo Loco Holdings Inc
$489K
NLOPNet Lease Office Properties
$488K
UTIUniversal Technical Inst Inc
$486K
CRNCCerence Inc
$483K
CTOSCustom Truck One Source Inc Cl A
$466K
HLTHilton Worldwide Holdings Inc
$455K
ZIMVZimvie Inc
$454K
ADTNAdtran Holdings Inc
$448K
EVHEvolent Health Inc Cl A
$445K
ROOTRoot Inc Cl A
$442K
LZLegalzoom Com Inc Com
$441K
CTLPCantaloupe Inc
$441K
CRSRCorsair Gaming Inc
$440K
POOLPool Corp
$436K
GAMBGambling Group Limited Ordinary
$431K
AVNWAviat Networks Inc New
$425K
CDNACaredx Inc
$425K
FPIFarmland Partners Inc
$422K
CCOClear Channel Outdoor Holdings In
$418K
AMPLAmplitude Inc Cl A
$414K
DKDelek Us Holdings Inc
$410K
WYWeyerhaeuser Co Mtn Be
$406K
CVGWCalavo Growers Inc
$392K
VTOLBristow Group Inc
$391K
LOVELovesac Company
$388K
TXTTextron Inc
$382K
TSQTownsquare Media Inc Cl A
$382K
CTSHCognizant Technology Solutions Cl A
$378K
UCTTUltra Clean Holdings Inc
$375K
RGAReinsurance Group Of America Inc
$374K
LULULululemon Athletica Inc
$374K
GDYNGrid Dynamics Holdings Inc Cl A
$369K
RMEResmed Inc
$366K
IMXIInternational Mny Express Inc
$362K
REALThe Realreal Inc
$361K
AFLAflac Inc
$360K
BKBank New York Mellon Corp
$354K
CNDTConduent Inc
$346K
SABRSabre Corp
$343K
MAAMid-America Apartment Communities
$339K
WESTWestrock Coffee Co
$336K
RRNRed Robin Gourmet Burgers Inc
$335K
ASLEAersale Corporation
$334K
PUBMPubmatic Inc Cl A
$311K
TPRTapestry Inc
$311K
INTCIntel Corp
$303K
SMMDIshares Russell 2500 ETF
$296K
CAHCardinal Health Inc
$293K
BBYBest Buy Inc
$286K
VNDAVanda Pharmaceuticals Inc
$280K
SFIXStitch Fix Inc Cl A
$275K
AEISAdvanced Energy Industries
$269K
VOEVanguard Mid Cap Value ETF
$267K
DELLDell Inc
$259K
5TCTruecar Inc
$249K
PSXPhillips 66
$244K
SMRTSmartRent Inc
$236K
TLSTelos Corp Md
$202K
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