FULLER & THALER ASSET MANAGEMENT, INC. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$29.4B
Holdings
494
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (494 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CNXCCONCENTRIX CORP | 2,230,497 | $102.9B | 349.85% | |
| 102 | IRTCIRHYTHM TECHNOLOGIES INC | 595,248 | $102.4B | 347.95% | |
| 103 | HMNHORACE MANN EDUCATORS CORP N | 2,254,538 | $101.8B | 346.12% | |
| 104 | HALOHALOZYME THERAPEUTICS INC | 1,371,184 | $100.6B | 341.78% | |
| 105 | ELANELANCO ANIMAL HEALTH INC | 4,971,877 | $100.1B | 340.32% | |
| 106 | UUNITY SOFTWARE INC | 2,453,346 | $98.2B | 333.86% | |
| 107 | URBNURBAN OUTFITTERS INC | 1,359,723 | $97.1B | 330.10% | |
| 108 | EXLSEXLSERVICE HOLDINGS INC | 2,167,710 | $95.4B | 324.39% | |
| 109 | NATLNCR ATLEOS CORPORATION | 2,401,377 | $94.4B | 320.83% | |
| 110 | SKYWSKYWEST INC | 929,548 | $93.5B | 317.88% | |
| 111 | PTENPATTERSON-UTI ENERGY INC | 17,953,233 | $93.0B | 316.07% | |
| 112 | ENRENERGIZER HLDGS INC NEW | 3,716,053 | $92.5B | 314.35% | |
| 113 | VYXNCR VOYIX CORPORATION | 7,339,900 | $92.1B | 313.07% | |
| 114 | CSGSCSG SYS INTL INC | 1,420,668 | $91.5B | 310.85% | |
| 115 | AMBAAMBARELLA INC | 1,107,673 | $91.4B | 310.66% | |
| 116 | VLYVALLEY NATL BANCORP | 8,613,074 | $91.3B | 310.30% | |
| 117 | GGENPACT LIMITED | 2,147,293 | $90.0B | 305.71% | |
| 118 | NXTNEXTRACKER INC | 1,170,775 | $86.6B | 294.41% | |
| 119 | NVSTENVISTA HOLDINGS CORPORATION | 4,248,486 | $86.5B | 294.13% | |
| 120 | WF2WINTRUST FINL CORP | 653,067 | $86.5B | 293.96% | |
| 121 | RDNRADIAN GROUP INC | 2,354,265 | $85.3B | 289.81% | |
| 122 | SWXSOUTHWEST GAS HLDGS INC | 1,079,201 | $84.5B | 287.34% | |
| 123 | KTBKONTOOR BRANDS INC | 1,059,786 | $84.5B | 287.32% | |
| 124 | AGOASSURED GUARANTY LTD | 996,412 | $84.3B | 286.67% | |
| 125 | APLEAPPLE HOSPITALITY REIT INC | 6,980,475 | $83.8B | 284.93% | |
| 126 | LYFTLYFT INC | 3,728,325 | $82.1B | 278.90% | |
| 127 | BKHBLACK HILLS CORP | 1,325,970 | $81.7B | 277.56% | |
| 128 | CNMDCONMED CORP | 1,734,828 | $81.6B | 277.30% | |
| 129 | GEFGREIF INC | 1,359,985 | $81.3B | 276.22% | |
| 130 | BTSGBRIGHTSPRING HEALTH SVCS INC | 2,748,197 | $81.2B | 276.10% | |
| 131 | JBTJBT MAREL CORPORATION | 576,536 | $81.0B | 275.21% | |
| 132 | ELFE L F BEAUTY INC | 609,079 | $80.7B | 274.24% | |
| 133 | FULTFULTON FINL CORP PA | 4,274,421 | $79.6B | 270.65% | |
| 134 | FIVEFIVE BELOW INC | 508,187 | $78.6B | 267.19% | |
| 135 | VSECVSE CORP | 465,287 | $77.3B | 262.89% | |
| 136 | CRCCALIFORNIA RES CORP | 1,442,607 | $76.7B | 260.74% | |
| 137 | —INDIVIOR PLC | 3,169,895 | $76.4B | 259.75% | |
| 138 | QRVOQORVO INC | 826,328 | $75.3B | 255.79% | |
| 139 | DOCNDIGITALOCEAN HLDGS INC | 2,168,038 | $74.1B | 251.71% | |
| 140 | VRNSVARONIS SYS INC | 1,286,079 | $73.9B | 251.20% | |
| 141 | PEBPEBBLEBROOK HOTEL TR | 6,478,351 | $73.8B | 250.78% | |
| 142 | PRIPRIMERICA INC | 265,723 | $73.8B | 250.70% | |
| 143 | ZETAZETA GLOBAL HOLDINGS CORP | 3,708,646 | $73.7B | 250.45% | |
| 144 | VSATVIASAT INC | 2,492,626 | $73.0B | 248.22% | |
| 145 | LTHLIFE TIME GROUP HOLDINGS INC | 2,636,787 | $72.8B | 247.34% | |
| 146 | CVLTCOMMVAULT SYS INC | 380,980 | $71.9B | 244.44% | |
| 147 | ZWSZURN ELKAY WATER SOLNS CORP | 1,528,450 | $71.9B | 244.31% | |
| 148 | HOPEHOPE BANCORP INC | 6,671,927 | $71.9B | 244.22% | |
| 149 | SANMSANMINA CORPORATION | 624,167 | $71.8B | 244.19% | |
| 150 | ATGEADTALEM GLOBAL ED INC | 460,683 | $71.2B | 241.83% | |
| 151 | SEESEALED AIR CORP NEW | 2,004,299 | $70.9B | 240.80% | |
| 152 | CRLCHARLES RIV LABS INTL INC | 449,901 | $70.4B | 239.24% | |
| 153 | TFXTELEFLEX INCORPORATED | 574,469 | $70.3B | 238.90% | |
| 154 | PSNPARSONS CORP DEL | 847,322 | $70.3B | 238.79% | |
| 155 | TGNATEGNA INC | 3,448,791 | $70.1B | 238.30% | |
| 156 | SFSTIFEL FINL CORP | 610,922 | $69.3B | 235.60% | |
| 157 | LRNSTRIDE INC | 465,426 | $69.3B | 235.60% | |
| 158 | VISNCOMMSCOPE HLDG CO INC | 4,467,605 | $69.2B | 235.05% | |
| 159 | WKWORKIVA INC | 802,051 | $69.0B | 234.65% | |
| 160 | RRRRED ROCK RESORTS INC | 1,124,555 | $68.7B | 233.37% | |
| 161 | FCFSFIRSTCASH HOLDINGS INC | 431,987 | $68.4B | 232.59% | |
| 162 | BOOTBOOT BARN HLDGS INC | 403,957 | $66.9B | 227.52% | |
| 163 | BUWABIO RAD LABS INC | 237,903 | $66.7B | 226.71% | |
| 164 | MATXMATSON INC | 637,083 | $62.8B | 213.47% | |
| 165 | JBLJABIL INC | 285,085 | $61.9B | 210.42% | |
| 166 | BNLBROADSTONE NET LEASE INC | 3,464,497 | $61.9B | 210.42% | |
| 167 | CA8ACACI INTL INC | 123,570 | $61.6B | 209.48% | |
| 168 | MGMMGM RESORTS INTERNATIONAL | 1,774,303 | $61.5B | 209.01% | |
| 169 | PLXSPLEXUS CORP | 422,264 | $61.1B | 207.65% | |
| 170 | POSTPOST HLDGS INC | 562,284 | $60.4B | 205.40% | |
| 171 | BBWIBATH & BODY WORKS INC | 2,344,702 | $60.4B | 205.28% | |
| 172 | MLKNMILLERKNOLL INC | 3,251,466 | $57.7B | 196.04% | |
| 173 | WAYWAYSTAR HLDG CORP | 1,519,779 | $57.6B | 195.87% | |
| 174 | 37MMRC GLOBAL INC | 3,979,416 | $57.4B | 195.03% | |
| 175 | CHECHEMED CORP NEW | 127,729 | $57.2B | 194.37% | |
| 176 | ESTCELASTIC N V | 675,029 | $57.0B | 193.84% | |
| 177 | IARTINTEGRA LIFESCIENCES HLDGS C | 3,914,438 | $56.1B | 190.65% | |
| 178 | ABMABM INDS INC | 1,212,085 | $55.9B | 189.99% | |
| 179 | UBSIUNITED BANKSHARES INC WEST V | 1,501,726 | $55.9B | 189.92% | |
| 180 | LWLAMB WESTON HLDGS INC | 948,346 | $55.1B | 187.20% | |
| 181 | BOXBOX INC | 1,704,631 | $55.0B | 186.96% | |
| 182 | SFMSPROUTS FMRS MKT INC | 502,408 | $54.7B | 185.78% | |
| 183 | BROSDUTCH BROS INC | 1,040,128 | $54.4B | 185.03% | |
| 184 | GFFGRIFFON CORP | 709,235 | $54.0B | 183.56% | |
| 185 | MATMATTEL INC | 3,204,035 | $53.9B | 183.27% | |
| 186 | RDNTRADNET INC | 705,659 | $53.8B | 182.78% | |
| 187 | DUOLDUOLINGO INC | 165,994 | $53.4B | 181.57% | |
| 188 | UPSTUPSTART HLDGS INC | 1,046,143 | $53.1B | 180.62% | |
| 189 | SLGNSILGAN HLDGS INC | 1,226,060 | $52.7B | 179.22% | |
| 190 | COLLCOLLEGIUM PHARMACEUTICAL INC | 1,502,674 | $52.6B | 178.70% | |
| 191 | HN9HANESBRANDS INC | 7,959,046 | $52.5B | 178.26% | |
| 192 | AXSAXIS CAP HLDGS LTD | 537,658 | $51.5B | 175.06% | |
| 193 | TSAACI WORLDWIDE INC | 954,809 | $50.4B | 171.24% | |
| 194 | FRSHFRESHWORKS INC | 4,270,512 | $50.3B | 170.83% | |
| 195 | HWKNHAWKINS INC | 272,795 | $49.8B | 169.41% | |
| 196 | BLDTOPBUILD CORP | 127,038 | $49.7B | 168.76% | |
| 197 | AIRAAR CORP | 550,205 | $49.3B | 167.68% | |
| 198 | PTONPELOTON INTERACTIVE INC | 5,433,817 | $48.9B | 166.21% | |
| 199 | QDELQUIDELORTHO CORP | 1,656,218 | $48.8B | 165.77% | |
| 200 | BMRNBIOMARIN PHARMACEUTICAL INC | 890,418 | $48.2B | 163.90% |