FULLER & THALER ASSET MANAGEMENT, INC. Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$15.8B

Holdings

510

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (510 positions)

#StockSharesValue% PortfolioType
101
LECOLincoln Electric Holdings Inc
70$10.0M0.06%
102
RGAReinsurance Group Of America Inc
70$10.0M0.06%
103
MANHManhattan Associates Inc
85$10.0M0.06%
104
AG8Agilent Technologies Inc
70$10.0M0.06%
105
HIGHartford Financial Services Group
130$10.0M0.06%
106
AFLAflac Inc
140$10.0M0.06%
107
MCHPMicrochip Technology Inc
145$10.0M0.06%
108
MOSMosaic Co
230$10.0M0.06%
109
AGCOAgco Corp
75$10.0M0.06%
110
NVTNvent Electric Plc
265$10.0M0.06%
111
BKBank New York Mellon Corp
225$10.0M0.06%
112
KNXKnight-Swift Trans Holdings Inc Cl
185$10.0M0.06%
113
BWABorgwarner Inc
255$10.0M0.06%
114
BOKFBok Financial Corp New
95$10.0M0.06%
115
OGEOge Energy Corp
250$10.0M0.06%
116
EMNEastman Chem Co
110$9.0M0.06%
117
CASYCaseys General Stores Inc
41$9.0M0.06%
118
DBXDropbox Inc Cl A
365$8.0M0.05%
119
DELLDell Inc
210$8.0M0.05%
120
OZKBank Ozk
180$7.0M0.04%
121
PAYXPaychex Inc
64$7.0M0.04%
122
MDUMDU Res Group Inc
211$6.0M0.04%
123
ENVAEnova Intl Inc Com
152$6.0M0.04%
124
PBFPBF Energy Inc
110$4.0M0.03%
125
DBIDesigner Brands Inc Cl A
365$4.0M0.03%
126
VRSNVerisign Inc
20$4.0M0.03%
127
GGGGraco Inc
54$4.0M0.03%
128
NEUNewmarket Corp
10$3.0M0.02%
129
UHSUniversal Health Services Inc Cl B
22$3.0M0.02%
130
CLXClorox Co
22$3.0M0.02%
131
BURLBurlington Stores Inc
13$3.0M0.02%
132
DARDarling Ingredients Inc
45$3.0M0.02%
133
EPACEnerpac Tool Group Corp Cl A
96$2.0M0.01%
134
COUPEURCoupa Software Inc
19$2.0M0.01%
135
RRXRegal Rexnord Corporation
16$2.0M0.01%
136
AMEDAmedisys Inc
14$1.0M0.01%
137
FNBFnb Corp
29,439,786$384K0.00%
138
GPKGraphic Packaging Holding Co
16,797,073$373K0.00%
139
ON1Old Natl Bancorp Ind
19,684,936$353K0.00%
140
BERYEURBerry Global Group Inc
4,545,256$274K0.00%
141
ENSGEnsign Group Inc
2,595,655$245K0.00%
142
WTMWhite Mountains Ins Group Ltd
153,270$216K0.00%
143
DVNDevon Energy Corp
3,525,831$216K0.00%
144
MMSMaximus Inc
2,894,031$212K0.00%
145
SAICScience Applications Intl Corp
1,919,688$212K0.00%
146
PORPortland Gen Elec Co New
4,269,606$209K0.00%
147
JBLJabil Inc
3,013,783$205K0.00%
148
MEDPMedpace Holdings Inc
938,198$199K0.00%
149
BCOBrinks Co
3,676,858$197K0.00%
150
KEYKeycorp
10,849,652$189K0.00%
151
CFGCitizens Financial Group Inc
4,677,382$184K0.00%
152
UI2Kemper Corp
3,695,876$181K0.00%
153
OLNOlin Corp Par $1
3,276,880$173K0.00%
154
COSCno Financial Group Inc
7,289,612$166K0.00%
155
AITApplied Industrial Technologies Inc
1,287,246$162K0.00%
156
BRKRBruker Corp
2,167,283$148K0.00%
157
UTHUnited Therapeutics Corp
528,167$146K0.00%
158
DECKDeckers Outdoor Corp
366,317$146K0.00%
159
SWXSouthwest Gas Holdings Inc
2,362,333$146K0.00%
160
CHRDChord Energy Corp Com New
1,049,508$143K0.00%
161
CBTCabot Corp
2,114,157$141K0.00%
162
LSTRLandstar Systems Inc
846,846$137K0.00%
163
MUSAMurphy Usa Inc
462,016$129K0.00%
164
CCKCrown Holdings Inc
1,553,957$127K0.00%
165
KRGKite Realty Group Tr
5,760,682$121K0.00%
166
ESGREnstar Group Limited
524,202$121K0.00%
167
COLMColumbia Sportswear Co
1,377,529$120K0.00%
168
BCBEURPrimo Water Corporation
7,697,042$119K0.00%
169
ATKRAtkore Inc
1,057,118$119K0.00%
170
VYXNcr Corp
5,046,791$118K0.00%
171
TPHTri Pointe Homes Inc
6,280,773$116K0.00%
172
EXLSExlservice Holdings Inc
687,660$116K0.00%
173
ENREnergizer Holdings Inc
3,443,245$115K0.00%
174
EMEEmcor Group Inc
769,205$113K0.00%
175
NXSTNexstar Media Group Inc Cl A
642,726$112K0.00%
176
SRSpire Inc
1,616,779$111K0.00%
177
FCNCAFirst Citizens Bancshares Inc Nc Cl
147,068$111K0.00%
178
HRHealthcare Realty Trust Cl A
5,733,371$110K0.00%
179
CRICarters Inc
1,478,113$110K0.00%
180
HOPEHope Bancorp Inc
8,271,752$105K0.00%
181
MLKNMillerknoll Inc
4,998,079$105K0.00%
182
SANMSanmina Corporation
1,846,454$105K0.00%
183
GVAGranite Construction Inc
2,948,153$103K0.00%
184
ASOAcademy Sports & Outdoors Inc Com
1,957,841$102K0.00%
185
NWENorthwestern Corp New
1,698,856$100K0.00%
186
NOMDNomad Foods Ltd Usd Ord
5,841,886$100K0.00%
187
BKHBlack Hills Corp
1,416,751$99K0.00%
188
JELDJeld-Wen Holding Inc
10,283,905$99K0.00%
189
JXC1Ziff Davis Inc
1,245,299$98K0.00%
190
THGHanover Insurance Group Inc
722,352$97K0.00%
191
TEXTerex Corp
2,268,369$96K0.00%
192
FHBFirst Hawaiian Inc
3,511,678$91K0.00%
193
ICUIIcu Medical Inc
578,533$91K0.00%
194
REZIResideo Technologies Inc
5,508,338$90K0.00%
195
AYIAcuity Brands Inc
542,833$89K0.00%
196
BECNUSDBeacon Roofing Supply Inc
1,704,390$89K0.00%
197
HCQAmn Healthcare Services Inc
870,690$89K0.00%
198
MMSIMerit Med Systems Inc
1,247,657$88K0.00%
199
APLEApple Hospitality Reit Inc New
5,422,136$85K0.00%
200
MATXMatson Inc
1,372,943$85K0.00%
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