FULLER & THALER ASSET MANAGEMENT, INC. Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$29.1B
Holdings
497
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PRGOPerrigo Co Plc | 7,824,759 | $108.0B | 371.10% | |
| 102 | DORMDorman Prods Inc | 881,498 | $108.0B | 371.10% | |
| 103 | CSGSCsg Systems Intl Inc | 1,417,330 | $108.0B | 371.10% | |
| 104 | WAFDWafd Inc Com | 3,366,379 | $107.0B | 367.66% | |
| 105 | ENSGEnsign Group Inc | 597,518 | $104.0B | 357.35% | |
| 106 | FIVEFive Below Inc | 549,053 | $103.0B | 353.92% | |
| 107 | PTENPatterson-Uti Energy Inc | 16,432,955 | $100.0B | 343.61% | |
| 108 | VACMarriott Vacations Worldwide C | 1,725,533 | $99.0B | 340.17% | |
| 109 | HMNHorace Mann Educators Corp | 2,059,899 | $95.0B | 326.43% | |
| 110 | VSATViasat Inc | 2,726,200 | $93.0B | 319.55% | |
| 111 | EVREvercore Inc Class A | 276,075 | $93.0B | 319.55% | |
| 112 | KVYOKlaviyo Inc Ser A | 2,854,163 | $92.0B | 316.12% | |
| 113 | HALOHalozyme Therapeutics Inc | 1,379,575 | $92.0B | 316.12% | |
| 114 | EXLSExlservice Holdings Inc | 2,161,849 | $91.0B | 312.68% | |
| 115 | WF2Wintrust Financial Corp | 651,426 | $91.0B | 312.68% | |
| 116 | RRCRange Resources Corp | 2,560,075 | $90.0B | 309.25% | |
| 117 | SKYSkyline Champion Corporation | 1,068,430 | $90.0B | 309.25% | |
| 118 | IDIInterdigital Inc | 284,455 | $90.0B | 309.25% | |
| 119 | GMEDGlobus Med Inc Cl A | 1,035,518 | $90.0B | 309.25% | |
| 120 | AEISAdvanced Energy Industries | 427,674 | $89.0B | 305.81% | |
| 121 | VSECVse Corp | 517,873 | $89.0B | 305.81% | |
| 122 | TTANServicetitan Inc Cl A | 842,275 | $89.0B | 305.81% | |
| 123 | VISNVistance Networks Inc Com | 4,893,777 | $88.0B | 302.37% | |
| 124 | VSCOVictorias Secret And Co Common | 1,620,571 | $87.0B | 298.94% | |
| 125 | GEFGreif Inc Cl A | 1,277,828 | $86.0B | 295.50% | |
| 126 | TSAAci Worldwide Inc | 1,816,588 | $86.0B | 295.50% | |
| 127 | TFXTeleflex Incorporated | 696,950 | $85.0B | 292.07% | |
| 128 | APLEApple Hospitality Reit Inc New | 7,107,802 | $84.0B | 288.63% | |
| 129 | NVSTEnvista Holdings Corporation | 3,879,845 | $84.0B | 288.63% | |
| 130 | CNXCConcentrix Corp | 2,014,615 | $83.0B | 285.19% | |
| 131 | NATLNcr Atleos Corporation | 2,189,867 | $83.0B | 285.19% | |
| 132 | FULTFulton Financial Corp Pa | 4,262,431 | $82.0B | 281.76% | |
| 133 | AXTAAxalta Coating Systems Ltd | 2,539,396 | $82.0B | 281.76% | |
| 134 | ZETAZeta Global Holdings Corp Cl A | 4,027,355 | $81.0B | 278.32% | |
| 135 | PIIPolaris Inc | 1,287,704 | $81.0B | 278.32% | |
| 136 | VLYValley National Bancorp | 6,971,067 | $81.0B | 278.32% | |
| 137 | LYFTLyft Inc Cl A | 4,139,818 | $80.0B | 274.89% | |
| 138 | AGOAssured Guaranty Ltd | 881,903 | $79.0B | 271.45% | |
| 139 | HASHasbro Inc | 975,453 | $79.0B | 271.45% | |
| 140 | QLYSQualys Inc | 591,358 | $78.0B | 268.01% | |
| 141 | BUWABio Rad Laboratories Inc Cl A | 259,577 | $78.0B | 268.01% | |
| 142 | WKWorkiva Inc Cl A | 893,859 | $77.0B | 264.58% | |
| 143 | CROXCrocs Inc | 907,988 | $77.0B | 264.58% | |
| 144 | RDNRadian Group Inc | 2,155,284 | $77.0B | 264.58% | |
| 145 | AEOAmerican Eagle Outfitters Inc | 2,952,866 | $77.0B | 264.58% | |
| 146 | ZWSZurn Water Solutions Corp | 1,673,479 | $77.0B | 264.58% | |
| 147 | BOOTBoot Barn Holdings Inc | 434,996 | $76.0B | 261.14% | |
| 148 | XMTRXometry Inc Class A | 1,284,571 | $76.0B | 261.14% | |
| 149 | FOURShift4 Pmts Inc Cl A | 1,218,606 | $76.0B | 261.14% | |
| 150 | LTHLife Time Group Holdings Inc Common | 2,894,241 | $76.0B | 261.14% | |
| 151 | MATXMatson Inc | 608,479 | $75.0B | 257.71% | |
| 152 | RRRRed Rock Resorts Inc Cl A | 1,207,404 | $74.0B | 254.27% | |
| 153 | FCFSFirstCash Holdings Inc | 468,199 | $74.0B | 254.27% | |
| 154 | GFFGriffon Corp | 1,002,513 | $73.0B | 250.83% | |
| 155 | PRIPrimerica Inc | 284,890 | $73.0B | 250.83% | |
| 156 | COCOVita Coco Co Inc | 1,381,657 | $73.0B | 250.83% | |
| 157 | SFStifel Financial Corp | 590,949 | $73.0B | 250.83% | |
| 158 | CRCCalifornia Resources Corp New | 1,616,761 | $72.0B | 247.40% | |
| 159 | ENREnergizer Holdings Inc | 3,552,829 | $70.0B | 240.53% | |
| 160 | JBTJBT Marel Corporation Com | 464,358 | $69.0B | 237.09% | |
| 161 | COLLCollegium Pharmaceutical Inc | 1,500,072 | $69.0B | 237.09% | |
| 162 | SWXSouthwest Gas Holdings Inc | 861,108 | $68.0B | 233.65% | |
| 163 | BROSDutch Brothers Inc Cl A | 1,117,797 | $68.0B | 233.65% | |
| 164 | TDCTeradata Corp | 2,205,163 | $67.0B | 230.22% | |
| 165 | VYXNcr Voyix Corporation Com | 6,658,060 | $67.0B | 230.22% | |
| 166 | PEBPebblebrook Hotel Tr | 5,886,880 | $66.0B | 226.78% | |
| 167 | HOPEHope Bancorp Inc | 6,078,686 | $66.0B | 226.78% | |
| 168 | JBLJabil Inc | 286,647 | $65.0B | 223.34% | |
| 169 | CA8ACaci International Inc Cl A | 123,285 | $65.0B | 223.34% | |
| 170 | PLXSPlexus Corp | 446,705 | $65.0B | 223.34% | |
| 171 | KTBKontoor Brands Inc | 1,056,353 | $64.0B | 219.91% | |
| 172 | EXPEagle Materials Inc | 313,813 | $64.0B | 219.91% | |
| 173 | CNMDConmed Corp | 1,591,590 | $64.0B | 219.91% | |
| 174 | MATMattel Inc | 3,198,276 | $63.0B | 216.47% | |
| 175 | LCLendingclub Corp New | 3,356,936 | $63.0B | 216.47% | |
| 176 | INSPInspire Med Systems Inc | 668,099 | $61.0B | 209.60% | |
| 177 | FMFFormfactor Inc | 1,084,528 | $60.0B | 206.16% | |
| 178 | AMBAAmbarella Inc | 848,092 | $60.0B | 206.16% | |
| 179 | PAYPaymentus Holdings Inc Cl A | 1,913,651 | $60.0B | 206.16% | |
| 180 | SITMSitime Corp | 168,328 | $59.0B | 202.73% | |
| 181 | RVLVRevolve Group Inc Cl A | 1,968,249 | $59.0B | 202.73% | |
| 182 | FRSHFreshworks Inc Class A | 4,748,985 | $58.0B | 199.29% | |
| 183 | VCYTVeracyte Inc | 1,381,437 | $58.0B | 199.29% | |
| 184 | CALXCalix Inc | 1,094,173 | $57.0B | 195.86% | |
| 185 | TILEInterface Inc | 2,008,260 | $56.0B | 192.42% | |
| 186 | MLKNMillerknoll Inc | 3,039,548 | $55.0B | 188.98% | |
| 187 | BKHBlack Hills Corp | 800,458 | $55.0B | 188.98% | |
| 188 | RAMPLiveramp Holdings Inc | 1,881,382 | $55.0B | 188.98% | |
| 189 | AIRAar Corp | 672,877 | $55.0B | 188.98% | |
| 190 | ESTCElastic Nv Ord | 727,763 | $54.0B | 185.55% | |
| 191 | CHEChemed Corp | 127,088 | $54.0B | 185.55% | |
| 192 | DGDollar General Corp | 413,650 | $54.0B | 185.55% | |
| 193 | BNLBroadstone Net Lease Inc | 3,161,169 | $54.0B | 185.55% | |
| 194 | RDNTRadnet Inc | 768,464 | $54.0B | 185.55% | |
| 195 | LYBLyondellbasell Industries Nv - A - | 1,229,686 | $53.0B | 182.11% | |
| 196 | UBSIUnited Bankshares Inc West Va | 1,375,746 | $52.0B | 178.68% | |
| 197 | INTAIntapp Inc | 1,134,697 | $51.0B | 175.24% | |
| 198 | AXSAxis Cap Holdings Ltd | 470,285 | $50.0B | 171.80% | |
| 199 | KSSKohls Corp | 2,439,777 | $49.0B | 168.37% | |
| 200 | JBHTHunt J B Trans Services Inc | 248,042 | $48.0B | 164.93% |