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 |
|---|---|---|---|---|---|
| 201 | AMSCAMERICAN SUPERCONDUCTOR CORP | 809,945 | $48.1B | 163.49% | |
| 202 | SMPLSIMPLY GOOD FOODS CO | 1,921,790 | $47.7B | 162.11% | |
| 203 | RSIRUSH STREET INTERACTIVE INC | 2,324,292 | $47.6B | 161.78% | |
| 204 | AEOAMERICAN EAGLE OUTFITTERS IN | 2,702,782 | $46.2B | 157.17% | |
| 205 | FFBCFIRST FINL BANCORP OH | 1,824,547 | $46.1B | 156.58% | |
| 206 | QA4AGENTHERM INC | 1,333,763 | $45.4B | 154.40% | |
| 207 | RYNRAYONIER INC | 1,699,930 | $45.1B | 153.34% | |
| 208 | PRGOPERRIGO CO PLC | 1,996,683 | $44.5B | 151.13% | |
| 209 | CWKCUSHMAN WAKEFIELD PLC | 2,771,409 | $44.1B | 149.95% | |
| 210 | SONSONOCO PRODS CO | 1,021,512 | $44.0B | 149.60% | |
| 211 | CVBFCVB FINL CORP | 2,322,553 | $43.9B | 149.27% | |
| 212 | BYDBOYD GAMING CORP | 493,103 | $42.6B | 144.88% | |
| 213 | FIVNFIVE9 INC | 1,754,327 | $42.5B | 144.29% | |
| 214 | CROXCROCS INC | 508,024 | $42.4B | 144.26% | |
| 215 | HUBGHUB GROUP INC | 1,223,353 | $42.1B | 143.20% | |
| 216 | INTAINTAPP INC | 1,025,758 | $42.0B | 142.59% | |
| 217 | TTITETRA TECHNOLOGIES INC DEL | 7,180,601 | $41.3B | 140.33% | |
| 218 | UNFUNIFIRST CORP MASS | 242,540 | $40.6B | 137.82% | |
| 219 | ANAUTONATION INC | 183,600 | $40.2B | 136.51% | |
| 220 | FCFFIRST COMWLTH FINL CORP PA | 2,354,076 | $40.1B | 136.41% | |
| 221 | TXNMTXNM ENERGY INC | 709,741 | $40.1B | 136.41% | |
| 222 | ESEESCO TECHNOLOGIES INC | 188,843 | $39.9B | 135.49% | |
| 223 | EVTCEVERTEC INC | 1,177,788 | $39.8B | 135.22% | |
| 224 | MCRIMONARCH CASINO & RESORT INC | 363,460 | $38.5B | 130.74% | |
| 225 | MEDPMEDPACE HLDGS INC | 73,030 | $37.5B | 127.62% | |
| 226 | SYFSYNCHRONY FINANCIAL | 509,286 | $36.2B | 122.98% | |
| 227 | AMPHAMPHASTAR PHARMACEUTICALS IN | 1,353,927 | $36.1B | 122.63% | |
| 228 | DGDOLLAR GEN CORP NEW | 340,112 | $35.2B | 119.47% | |
| 229 | FFINFIRST FINL BANKSHARES INC | 1,027,241 | $34.6B | 117.48% | |
| 230 | BANFBANCFIRST CORP | 271,017 | $34.3B | 116.47% | |
| 231 | IBPINSTALLED BLDG PRODS INC | 138,013 | $34.0B | 115.70% | |
| 232 | TERTERADYNE INC | 243,769 | $33.6B | 114.03% | |
| 233 | CHRDCHORD ENERGY CORPORATION | 331,991 | $33.0B | 112.12% | |
| 234 | NWENORTHWESTERN ENERGY GROUP IN | 550,283 | $32.3B | 109.62% | |
| 235 | MASMASCO CORP | 457,354 | $32.2B | 109.41% | |
| 236 | TTCTORO CO | 415,609 | $31.7B | 107.63% | |
| 237 | KOPKOPPERS HOLDINGS INC | 1,109,704 | $31.1B | 105.60% | |
| 238 | TPHTRI POINTE HOMES INC | 892,261 | $30.3B | 103.01% | |
| 239 | MLIMUELLER INDS INC | 299,710 | $30.3B | 102.99% | |
| 240 | FCNCAFIRST CTZNS BANCSHARES INC D | 16,603 | $29.7B | 100.96% | |
| 241 | JXC1ZIFF DAVIS INC | 777,821 | $29.6B | 100.72% | |
| 242 | KMTKENNAMETAL INC | 1,409,102 | $29.5B | 100.24% | |
| 243 | EBAEBAY INC. | 320,892 | $29.2B | 99.19% | |
| 244 | SFNCSIMMONS 1ST NATL CORP | 1,503,459 | $28.8B | 97.96% | |
| 245 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 96,879 | $28.8B | 97.84% | |
| 246 | PRGSPROGRESS SOFTWARE CORP | 638,215 | $28.0B | 95.29% | |
| 247 | COKECOCA COLA CONS INC | 228,124 | $26.7B | 90.84% | |
| 248 | LRCXLAM RESEARCH CORP | 196,649 | $26.3B | 89.49% | |
| 249 | GPNGLOBAL PMTS INC | 315,809 | $26.2B | 89.17% | |
| 250 | ITGRINTEGER HLDGS CORP | 247,550 | $25.6B | 86.94% | |
| 251 | TILEINTERFACE INC | 858,527 | $24.8B | 84.44% | |
| 252 | OZKBANK OZK LITTLE ROCK ARK | 485,493 | $24.8B | 84.12% | |
| 253 | CRCRANE COMPANY | 132,772 | $24.4B | 83.09% | |
| 254 | VCTRVICTORY CAP HLDGS INC | 366,692 | $23.7B | 80.71% | |
| 255 | ROSTROSS STORES INC | 155,806 | $23.7B | 80.70% | |
| 256 | UNPUNION PAC CORP | 96,078 | $22.7B | 77.18% | |
| 257 | CLHCLEAN HARBORS INC | 97,310 | $22.6B | 76.80% | |
| 258 | BLKBBLACKBAUD INC | 350,500 | $22.5B | 76.61% | |
| 259 | CITCINTAS CORP | 109,792 | $22.5B | 76.59% | |
| 260 | AMATAPPLIED MATLS INC | 109,906 | $22.5B | 76.48% | |
| 261 | ORLYOREILLY AUTOMOTIVE INC | 202,859 | $21.9B | 74.33% | |
| 262 | FISFIDELITY NATL INFORMATION SV | 323,911 | $21.4B | 72.59% | |
| 263 | LKFNLAKELAND FINL CORP | 329,363 | $21.1B | 71.87% | |
| 264 | LZBLA Z BOY INC | 611,639 | $21.0B | 71.34% | |
| 265 | NYTNEW YORK TIMES CO | 361,460 | $20.7B | 70.52% | |
| 266 | TN1TENNANT CO | 254,966 | $20.7B | 70.24% | |
| 267 | JBHTHUNT J B TRANS SVCS INC | 150,398 | $20.2B | 68.58% | |
| 268 | WATWATERS CORP | 66,984 | $20.1B | 68.25% | |
| 269 | DLTRDOLLAR TREE INC | 211,460 | $20.0B | 67.82% | |
| 270 | ADBEADOBE INC | 54,566 | $19.2B | 65.42% | |
| 271 | KLACKLA CORP | 17,072 | $18.4B | 62.58% | |
| 272 | PHPARKER-HANNIFIN CORP | 23,383 | $17.7B | 60.25% | |
| 273 | ALLYALLY FINL INC | 441,691 | $17.3B | 58.85% | |
| 274 | NBTBNBT BANCORP INC | 405,021 | $16.9B | 57.48% | |
| 275 | REEVEREST GROUP LTD | 47,914 | $16.8B | 57.03% | |
| 276 | TNKTEEKAY TANKERS LTD | 321,872 | $16.3B | 55.30% | |
| 277 | COLMCOLUMBIA SPORTSWEAR CO | 309,081 | $16.2B | 54.94% | |
| 278 | ECLECOLAB INC | 52,834 | $14.5B | 49.18% | |
| 279 | BBWBUILD-A-BEAR WORKSHOP INC | 220,538 | $14.4B | 48.88% | |
| 280 | DECKDECKERS OUTDOOR CORP | 135,712 | $13.8B | 46.76% | |
| 281 | MKLMARKEL GROUP INC | 6,759 | $12.9B | 43.91% | |
| 282 | DFINDONNELLEY FINL SOLUTIONS INC | 233,348 | $12.0B | 40.79% | |
| 283 | CLDTCHATHAM LODGING TR | 1,749,432 | $11.7B | 39.90% | |
| 284 | AVTAVNET INC | 215,283 | $11.3B | 38.25% | |
| 285 | IWOISHARES TR | 35,152 | $11.2B | 38.24% | |
| 286 | UHAL/BU HAUL HOLDING COMPANY | 220,847 | $11.2B | 38.21% | |
| 287 | DOWDOW INC | 485,209 | $11.1B | 37.81% | |
| 288 | AVNTAVIENT CORPORATION | 323,605 | $10.7B | 36.24% | |
| 289 | LHLABCORP HOLDINGS INC | 36,140 | $10.4B | 35.26% | |
| 290 | ALLEALLEGION PLC | 57,699 | $10.2B | 34.78% | |
| 291 | SWSMURFIT WESTROCK PLC | 235,644 | $10.0B | 34.09% | |
| 292 | TRUTRANSUNION | 115,660 | $9.7B | 32.93% | |
| 293 | UPBDUPBOUND GROUP INC | 384,052 | $9.1B | 30.84% | |
| 294 | IWNISHARES TR | 49,557 | $8.8B | 29.78% | |
| 295 | LDOSLEIDOS HOLDINGS INC | 44,908 | $8.5B | 28.84% | |
| 296 | ORIOLD REP INTL CORP | 198,274 | $8.4B | 28.62% | |
| 297 | BRXBRIXMOR PPTY GROUP INC | 301,572 | $8.3B | 28.37% | |
| 298 | GGGGRACO INC | 97,521 | $8.3B | 28.16% | |
| 299 | AMTAMERICAN TOWER CORP NEW | 42,377 | $8.1B | 27.70% | |
| 300 | LNGCHENIERE ENERGY INC | 34,250 | $8.0B | 27.35% |