FULLER & THALER ASSET MANAGEMENT, INC. Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$10.8B

Holdings

524

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (524 positions)

StockValue
RHRH
$10.1B
FOXFFox Factory Holding Cp
$9.9B
MXLMaxlinear Inc
$9.8B
JACKJack In The Box Inc
$9.8B
AMZNAmazon Com Inc
$9.7B
CHGGChegg Inc
$9.5B
IEIInSight Enterprises
$9.4B
URBNUrban Outfitters Inc
$9.4B
8INSyneos Health Inc
$9.3B
BIGGQBig Lots Inc
$9.2B
Blucora Inc
$9.2B
Stamps.com
$9.0B
SCLStepan Co
$8.9B
BANDBandwidth Inc
$8.9B
PRGProg Holdings Inc
$8.7B
UCTTUltra Clean Holdings Inc
$8.4B
MGNIMagnite Inc
$8.2B
TNDMTandem Diabetes Care Inc
$8.2B
GOGrocery Outlet Hldng Corp
$7.7B
SYFSynchrony Financial
$7.6B
JRVRJames River Group Hldgs Ltd
$7.6B
CMRECostamare Inc
$7.0B
LRCXEURLam Research Corp
$6.9B
GOOGAlphabet Inc - Class C
$6.8B
CITCintas Corp
$6.6B
PBFPBF Energy Inc
$6.5B
MMIMarcus & Millichap Inc
$6.0B
AMGNAmgen Inc
$6.0B
TTITetra Technologies Inc
$6.0B
ZBRAZebra Technologies Corp
$5.9B
ROFKforce.com Inc
$5.9B
XECEURCimarex Energy Co
$5.8B
METAFacebook Inc
$5.7B
RILYB. Riley FBR Inc
$5.6B
EBAEbay Inc
$5.6B
UNPUnion Pacific Corp
$5.6B
ROSTRoss Stores Inc
$5.5B
YUMCYum China Hldng Inc
$5.4B
ORLYO'Reilly Automotive
$5.2B
VPGVishay Precision Group
$5.1B
ECLEcolab Inc
$5.1B
FTNTFortinet Inc
$5.1B
PHParker-Hannifin Corp
$5.0B
LSXMKUSDLiberty Media Siriusxm Group
$5.0B
TERTeradyne Inc
$4.9B
WATWaters Corp
$4.9B
ACHOwens & Minor Inc
$4.8B
THFFFirst Financial Corp/in
$4.7B
CCMPCMC Materials Inc
$4.4B
TOWNTownebank
$4.3B
GRWGGrowGeneration Corp
$4.3B
IWNIShares Russell 2000 Value ETF
$4.2B
Raven Industries Inc
$4.2B
MTDRMatador Resources Co
$4.2B
BRK/BBerkshire Hathaway Inc Cl B
$4.0B
ALSNAllison Transmission Hldgs
$4.0B
FCFFirst Commonwlth Finl Cp/pa
$4.0B
EX9Exelixis Inc
$3.9B
LQDTLiquidity Services Inc
$3.9B
FISIFinancial Institutions Inc
$3.9B
OUTOutfront Media Inc
$3.7B
UNHUnitedHealth Group Inc
$3.7B
LLYLilly (Eli) & Co
$3.6B
VRSNVerisign Inc
$3.6B
VRSUSDVerso Corp
$3.6B
ARLOArlo Technologies Inc
$3.6B
JPMJP Morgan Chase & Co
$3.5B
MNRUSDMonmouth Re Investment Cp
$3.5B
SPUSDSP Plus Corp
$3.4B
WMTWalmart Inc
$3.3B
CLHClean Harbors Inc
$3.2B
JOUTJohnson Outdoors Inc -CL A
$3.2B
CRAICRA International Inc
$3.1B
DFINDonnelley Finl Soltns -spn
$3.1B
BACBank Of America Corp
$3.1B
HZNPHorizon Therapeutics Plc
$3.1B
SHYFThe Shyft Group Inc
$3.1B
CUROEURCuro Group Hldgs Corp
$3.1B
WTWisdomtree Investments Inc
$3.0B
AGMFederal Agric MTG Corp-CL C
$2.9B
AVID Techology
$2.9B
ATENA10 Networks Inc
$2.9B
BOOTBoot Barn Holdings Inc
$2.8B
COHUCohu Incorporated
$2.8B
ATECAlphatec Holdings Inc
$2.8B
FRPTFreshpet Inc
$2.8B
Hc2 Holdings Inc
$2.8B
QVCAUSDQurate REtail Group Inc QVC Grp
$2.7B
Cornerstone Building Brands Inc
$2.7B
ORCLOracle Systems
$2.7B
PRTY1EURParty City Holdco Inc
$2.6B
ANDEAndersons Inc
$2.6B
RMRRmr Group Inc
$2.6B
GRPNGroupon Inc
$2.6B
LBAIUSDLakeland Bancorp Inc
$2.5B
NGVCNatural Grocers Vitamin CTGE
$2.5B
MCRIMonarch Casino & Resort Inc
$2.5B
CSTECaesarstone Ltd
$2.5B
ELVAnthem Inc
$2.4B
BG3Big 5 Sporting Goods Corp
$2.4B
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