FULLER & THALER ASSET MANAGEMENT, INC. Q4 2017 Filing

Filed February 12, 2018

Portfolio Value

$8.3B

Holdings

727

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (727 positions)

StockValue
NUENucor Corp
$248K
PGRProgressive Corp-Ohio
$248K
DFSEURDiscover Financial Svcs Inc
$246K
HLTHilton Worldwide Hldgs Inc
$240K
AALAmerican Airlines Group Inc
$234K
CRKComstock Resources Inc
$228K
DLTRDollar Tree Stores Inc
$228K
RHT1EURRed Hat Inc
$228K
HDSUSDHd Supply Holdings Inc
$228K
WMWaste Management Inc
$224K
MTDMettler-Toledo Intl Inc
$220K
MASMasco Corp
$220K
VYXNCR Corporation
$218K
TMKTorchmark Corp
$218K
SCCOSouthern Peru Copper
$218K
TRVTravelers Companies Inc
$217K
ZTSZoetis Inc
$216K
AZOAutozone Inc
$213K
LEALear Corp
$212K
CPBCampbell Soup Co
$212K
AYIAcuity Brands Inc
$211K
W3UWestern Union Co
$205K
SRCLStericycle Inc
$204K
APTVAptiv PLC
$204K
KLACKLA-Tencor Corp
$200K
MSIMotorola Solutions Inc
$199K
JBSSJohn B Sanfilippo & Son
$196K
CDNSCadence Design Systems
$195K
VRTXVertex Pharmeceuticals
$195K
SIRIEURSirius XM Holdings Inc
$195K
HALHalliburton Company
$195K
Michael Kors Holdings Ltd
$195K
CTXSEURCitrix Systems Inc
$194K
CTRACabot Oil & Gas Corp
$186K
LRCXEURLam Research Corp
$184K
FISVFiserv Inc
$184K
TELTE Connectivity Ltd
$181K
YUSDAlleghany Corp
$179K
OLNOlin Corp
$178K
ETRAE Trade Financial Corp
$178K
HMNHorace Mann Educators
$176K
RNRRenaissancere Holdings Ltd
$176K
HOUSRealogy Holdings Corp
$175K
ONON Semiconductor Corp
$174K
CXWCoreCivic Inc
$173K
Calpine Corp
$172K
PCARPaccar Inc
$171K
CIMChimera Investment Corp
$170K
VLYValley National Bancorp
$169K
HSICHenry Schein
$168K
REEverest Reinsurance Hldgs
$166K
WRKUSDWestrock Co
$164K
CTSHCognizant Tech Solutions
$163K
ROLRollins Inc
$162K
CBS
$162K
HSN Inc
$161K
PKGPackaging Corp
$160K
Liberty Interactive Corp
$159K
DCIDonaldson Co Inc
$158K
MRSHMarsh & McLennan Cos
$155K
ALBAlbemarle Corp
$153K
MANHManhattan Associates
$148K
S9QSpirit Aerosystems Holdings
$148K
SCSantander Consumer Usa Hldgs
$147K
ARMKAramark
$147K
TTCToro Company
$146K
HIGHartford Finl Svcs Grp
$146K
DRIDarden Restaurants
$144K
HRLHormel Foods Corp
$142K
FASTFastenal Co
$137K
XPOXpo Logistics Inc
$137K
HSYHershey Foods Corp
$136K
STLDSteel Dynamics
$134K
IRIngersoll-Rand Co -Cl A
$134K
LYVLive Nation Inc
$132K
CDWCdw Corp
$132K
INGRIngredion Inc
$131K
WWWWolverine World Wide Inc
$131K
CCKCrown Cork & Seal Co
$129K
SYYSysco Corp
$128K
JKHYHenry (Jack) & Associates
$127K
NSPInsperity Inc
$126K
AVYAvery Dennison Corp
$126K
SFStifel Financial Corp
$125K
STAYUSDExtended Stay America Inc
$124K
AWMSkyworks Solutions Inc
$123K
FNFFidelity Natl Finl Fnf Group
$122K
WCGEURWellCare Health Plans Inc
$121K
PNRPentair Ltd
$120K
RCLRoyal Carib Cruises
$119K
BGCPEURBgc Partners Inc
$119K
AFGAmerican Financial Grp
$119K
DGXQuest Diagnostics Inc
$118K
HIIHuntington Ingalls Industries
$118K
HBBHamilton Beach Bnd Hdng Co - Cl B
$118K
ADPAutomatic Data Processing
$117K
Magellan Health Services Inc
$116K
CERNCHFCerner Corp
$115K
GLWCorning Inc
$115K
CSLCarlisle Companies Inc
$114K
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