FULLER & THALER ASSET MANAGEMENT, INC. Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$25.5B

Holdings

571

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (571 positions)

StockValue
SIRISiriusxm Holdings Inc Common Stock
$8.7M
DIODDiodes Inc
$8.6M
TERTeradyne Inc
$8.6M
LHLabcorp Holdings Inc
$8.2M
BRXBrixmor Property Group Inc
$8.0M
INGRIngredion Inc
$7.8M
ATOAtmos Energy Corp
$6.9M
NVDANvidia Corporation
$6.9M
CECelanese Corp
$6.9M
FTNTFortinet Inc
$6.6M
IWNIShares Russell 2000 Value ETF
$6.6M
CNPCenterpoint Energy Inc
$6.3M
PRDOPerdoceo Ed Corp
$5.7M
MTBM & T Bank Corp
$5.7M
SHWSherwin Williams Co
$5.5M
WFCWells Fargo Co
$5.5M
THFFFirst Financial Corp Ind
$5.4M
AAPLApple Inc
$5.3M
MSFTMicrosoft Corp
$5.3M
VRSKVerisk Analytics Inc
$4.7M
PSAPublic Storage
$4.6M
GLPIGaming & Leisure Properties Inc
$4.3M
CTRACoterra Energy Inc
$4.3M
IWOIShares Russell 2000 Grwth ETF
$4.2M
DOXAmdocs Ltd
$4.0M
RSGRepublic Services Inc
$4.0M
CNCCentene Corp
$4.0M
MZTILancaster Colony Corp
$3.7M
AMEAmetek Inc
$3.7M
SSNCSs&C Technologies Holdings Inc
$3.5M
LDOSLeidos Holdings Inc
$3.5M
DGXQuest Diagnostics Inc
$3.3M
ORIOld Republic Intl Corp
$3.3M
HLNEHamilton Lane Inc Cl A
$3.3M
HSICHenry Schein Inc
$3.3M
GOOGAlphabet Inc Cap Stock Cl C
$3.2M
AMZNAmazon.Com Inc
$3.2M
ROPRoper Technologies Inc
$3.1M
OECOrion S.A. Com
$3.0M
EIXEdison Intl
$3.0M
WPCWp Carey Inc
$3.0M
PNWPinnacle West Cap Corp
$2.9M
NTAPNetapp Inc
$2.9M
LNTAlliant Energy Corp
$2.9M
LLYLilly Eli & Co
$2.9M
AATAmerican Assets Tr Inc
$2.8M
HUNHuntsman Corp
$2.8M
NSANational Storage Affiliates Tr
$2.7M
IPInternational Paper Co
$2.6M
OCOwens Corning New
$2.6M
BROBrown & Brown Inc
$2.6M
EXPDExpeditors Intl Wash Inc
$2.6M
CMSCms Energy Corp
$2.4M
LOBLive Oak Bancshares Inc
$2.4M
IWMIShares Russell 2000 ETF
$2.3M
VSTSVestis Corporation
$2.1M
QCRHQcr Holdings Inc
$2.0M
AKAMAkamai Technologies Inc
$2.0M
PWIPower Integrations Inc
$1.9M
PHMPulte Group Inc
$1.9M
BRK/BBerkshire Hathaway Inc Cl B New
$1.9M
NFLXNetflix Inc
$1.8M
ORCLOracle Corp
$1.8M
TTTrane Technologies Plc Shs
$1.8M
CASYCaseys General Stores Inc
$1.7M
METAMeta Platforms Inc
$1.6M
IPGPIpg Photonics Corp
$1.6M
IWSIShares Russell Midcap V ETF
$1.6M
STLDSteel Dynamics Inc
$1.4M
GWWGrainger W W Inc
$1.4M
GGGGraco Inc
$1.4M
AWMSkyworks Solutions Inc
$1.3M
EBSEmergent Biosolutions Inc
$1.3M
HIGHartford Financial Services Group
$1.3M
XOMExxon Mobile Corp
$1.3M
WMTWal-Mart Inc
$1.3M
CMICummins Inc
$1.3M
JBSSSanfilippo John B & Son Inc
$1.2M
ULTAUlta Beauty Inc
$1.2M
IQVIqvia Holdings Inc
$1.1M
AMATApplied Materials Inc
$1.1M
UNHUnitedhealth Group Inc
$1.1M
ASPNAspen Aerogels Inc
$1.1M
KRKroger Co
$1.0M
FFIVF5 Inc
$1.0M
SKAASkechers Us A Inc Cl A
$1.0M
TOLToll Brothers Inc
$987K
PPGPpg Industries Inc
$986K
HPEHewlett Packard Enterprise Co
$965K
ELVElevance Health Inc
$945K
BACBank Of America Corp
$938K
CSLCarlisle Cos Inc
$930K
NPKINewpark Resources Inc Par $.01New
$919K
BIIBBiogen Inc
$917K
AG8Agilent Technologies Inc
$916K
TXRHTexas Roadhouse Inc
$916K
MTDMettler Toledo International
$901K
LMNRLimoneira Co
$900K
CBRECbre Group Inc Cl A
$885K
MANHManhattan Associates Inc
$861K
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