FULLER & THALER ASSET MANAGEMENT, INC. Q4 2021 Filing

Filed February 9, 2022

Portfolio Value

$17.2B

Holdings

536

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (536 positions)

StockValue
GPKGraphic Packaging Holding Co
$410.1M
DVNDevon Energy Corp
$394.1M
FNBFnb Corp
$362.7M
FT2First Horizon Corporation
$353.9M
UI2Kemper Corp
$287.9M
OLNOlin Corp Par $1
$268.6M
BERYEURBerry Global Group Inc
$258.0M
BLDRBuilders Firstsource Inc
$253.4M
JBLJabil Inc
$242.5M
ISBCUSDInvestors Bancorp Inc
$240.0M
PORPortland Gen Elec Co New
$234.7M
FMBIUSDFirst Midwest Bancorp Del
$222.4M
BCOBrinks Co
$222.2M
BRXBrixmor Property Group Inc
$200.7M
CCKCrown Holdings Inc
$200.4M
ENSGEnsign Group Inc
$195.4M
CBTCabot Corp
$195.2M
CITUSDCit Group Inc New
$195.1M
MATXMatson Inc
$195.0M
HBANHuntington Bancshares Inc
$182.2M
JELDJeld-Wen Holding Inc
$177.7M
KEYKeycorp
$174.6M
BRKRBruker Corp
$174.4M
COSCno Financial Group Inc
$166.9M
JXC1Ziff Davis Inc
$160.0M
UTHUnited Therapeutics Corp
$158.0M
AITApplied Industrial Technologies Inc
$157.5M
EMEEmcor Group Inc
$157.3M
SWXSouthwest Gas Holdings Inc
$156.3M
LPXLouisiana Pac Corp
$156.0M
KRGKite Realty Group Tr
$148.8M
TPHTri Pointe Homes Inc
$147.8M
ENREnergizer Holdings Inc
$137.3M
HOPEHope Bancorp Inc
$135.6M
WTMWhite Mountains Ins Group Ltd
$135.6M
TEXTerex Corp
$131.1M
LSTRLandstar Systems Inc
$131.0M
AMKRAmkor Technology Inc
$128.1M
VYXNcr Corp
$124.1M
BECNUSDBeacon Roofing Supply Inc
$123.9M
REZIResideo Technologies Inc
$120.3M
CNXCConcentrix Corp
$119.9M
SAICScience Applications Intl Corp
$119.8M
FHBFirst Hawaiian Inc
$116.7M
FCNFti Consulting Inc
$114.2M
GVAGranite Construction Inc
$112.5M
MEDPMedpace Holdings Inc
$107.8M
TCBITexas Cap Bancshares Inc
$103.9M
FCNCAFirst Citizens Bancshares Inc Nc Cl
$101.4M
ATKRAtkore Inc
$100.4M
DECKDeckers Outdoor Corp
$99.8M
BKHBlack Hills Corp
$99.4M
THGHanover Insurance Group Inc
$97.8M
UPBDRent-A-Center Inc
$95.0M
MTHMeritage Homes Corp
$93.0M
BCBEURPrimo Water Corporation
$92.8M
RYNRayonier Inc
$90.2M
QA4AGentherm Inc
$87.4M
SRSpire Inc
$86.5M
MUSAMurphy Usa Inc
$86.5M
CMCCommercial Metals Co
$86.4M
HRBH&R Block Inc
$85.8M
EXPEagle Materials Inc
$84.4M
GEFGreif Inc Cl A
$83.2M
AYIAcuity Brands Inc
$82.7M
MDRXAllscripts Healthcare Solutions
$79.7M
VISNCommscope Holding Co Inc
$79.1M
SANMSanmina Corporation
$79.0M
MLKNMillerknoll Inc
$77.6M
MTZMastec Inc
$76.8M
NXSTNexstar Media Group Inc Cl A
$75.7M
ITGRInteger Holdings Corp
$73.2M
RRXRegal Rexnord Corporation
$73.1M
APLEApple Hospitality Reit Inc New
$72.0M
RRCRange Resources Corp
$70.8M
PTENPatterson-Uti Energy Inc
$70.4M
SEMSelect Med Holdings Corp
$70.1M
PRIPrimerica Inc
$69.8M
UBSIUnited Bankshares Inc West Va
$68.2M
AVTAvnet Inc
$67.8M
BOHBank Hawaii Corp
$67.7M
SIGSignet Jewelers Limited
$65.7M
REYNReynolds Consumer Prods Inc
$65.6M
BB3Brookline Bancorp Inc
$65.4M
EXLSExlservice Holdings Inc
$64.0M
CSGSCsg Systems Intl Inc
$63.7M
AGOAssured Guaranty Ltd
$63.4M
WAFDWashington Federal Inc
$63.1M
FIXComfort Systems Usa Inc
$62.9M
ESGREnstar Group Limited
$62.6M
JHGJanus Henderson Group Plc
$61.8M
NWENorthwestern Corp New
$61.2M
GTNGray Television Inc
$60.9M
KOPKoppers Holdings Inc
$60.9M
RDNRadian Group Inc
$60.5M
TEN1Tenneco Inc Cl A Vtg Stock
$60.3M
TSETrinseo Sa
$59.7M
SL2Sleep Number Corp
$59.3M
FHIFederated Hermes Inc Cl B
$58.5M
DOOREURMasonite Intl Corp
$58.2M
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