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 | Value |
|---|---|
RSIRush Street Interactive Inc | $48.0B |
OSOnestream Inc Cl A | $47.0B |
HUBGHub Group Inc Cl A | $47.0B |
BLDTopbuild Corp | $46.0B |
WRBYWarby Parker Inc Cl A | $46.0B |
BBWIBath & Body Works Inc | $46.0B |
ABMAbm Industries Inc | $46.0B |
FFBCFirst Financial Bancorp Oh | $45.0B |
DNOWDNow Inc | $45.0B |
IARTIntegra Lifesciences Holdings Corp | $45.0B |
QA4AGentherm Inc | $44.0B |
FCNCAFirst Citizens Bancshares Inc Nc Cl | $44.0B |
SYFSynchrony Financial | $43.0B |
TGNATegna Inc | $43.0B |
MEDPMedpace Holdings Inc | $43.0B |
FCFFirst Commonwealth Financial Corp | $42.0B |
BYDBoyd Gaming Corp | $41.0B |
CVLTCommvault Systems Inc | $40.0B |
CVBFCvb Financial Corp | $39.0B |
SMPLSimply Good Foods Co | $38.0B |
MASMasco Corp | $37.0B |
AMPHAmphastar Pharmaceuticals Inc | $37.0B |
BBWBuild-A-Bear Workshop Inc | $37.0B |
KMTKennametal Inc | $36.0B |
ESEEsco Technologies Inc | $36.0B |
NYTNew York Times Co Cl A | $35.0B |
DECKDeckers Outdoor Corp | $35.0B |
PTONPeloton Interactive Inc Cl A | $35.0B |
HWKNHawkins Inc | $35.0B |
COKECoca-Cola Cons Inc | $35.0B |
EBAEbay Inc | $34.0B |
TERTeradyne Inc | $34.0B |
LINELineage Inc | $34.0B |
LZBLa-Z-Boy Inc | $33.0B |
EVTCEvertec Inc | $33.0B |
FFINFirst Financial Bankshares Inc | $33.0B |
EXPEExpedia Group Inc New | $32.0B |
ANAutonation Inc | $32.0B |
NWENorthwestern Corp New | $32.0B |
ZBRAZebra Technologies Corporation Cl A | $32.0B |
IBPInstalled Building Prods Inc | $30.0B |
JXC1Ziff Davis Inc | $30.0B |
MLIMueller Industries Inc | $30.0B |
CHRDChord Energy Corp Com New | $30.0B |
TTCToro Co | $29.0B |
IWOIShares Russell 2000 Grwth ETF | $29.0B |
BANFBancfirst Corp | $28.0B |
MCRIMonarch Casino & Resort Inc | $28.0B |
ROSTRoss Stores Inc | $28.0B |
CRCrane Company Common Stock | $27.0B |
IWNIShares Russell 2000 Value ETF | $27.0B |
KOPKoppers Holdings Inc | $27.0B |
WATWaters Corp | $27.0B |
PRGSProgress Software Corp | $27.0B |
CITCintas Corp | $26.0B |
MDMednax Inc | $26.0B |
BLKBBlackbaud Inc | $25.0B |
UNPUnion Pacific Corp | $25.0B |
SFNCSimmons 1St Natl Corp Cl A $1 Par | $25.0B |
TPHTri Pointe Homes Inc | $25.0B |
FISFidelity Natl Information Services | $24.0B |
AVNTAvient Corporation | $24.0B |
PHParker-Hannifin Corp | $24.0B |
VCTRVictory Cap Holdings Inc Cl A | $23.0B |
GPNGlobal Payments Inc | $22.0B |
OZKBank Ozk | $22.0B |
ORLYOreilly Automotive Inc | $22.0B |
AMATApplied Materials Inc | $21.0B |
ECLEcolab Inc | $21.0B |
LRCXLam Research Corp New | $20.0B |
ALLYAlly Financial Inc | $19.0B |
IJJIShares S&P Mid-Cap 400 V ETF | $18.0B |
CLHClean Harbors Inc | $18.0B |
AVTRAvantor Inc | $18.0B |
LKFNLakeland Financial Corp | $18.0B |
TN1Tennant Co | $18.0B |
TNKTeekay Tankers Ltd Cl A | $17.0B |
SFMSprouts Farmers Mkt Inc | $17.0B |
KLACKla Corp New | $17.0B |
NBTBNbt Bancorp Inc | $16.0B |
COLMColumbia Sportswear Co | $15.0B |
ITGRInteger Holdings Corp | $14.0B |
DLTRDollar Tree Inc | $14.0B |
IWSIShares Russell Midcap V ETF | $14.0B |
DFINDonnelley Financial Solutions Inc | $13.0B |
CWKCushman Wakefield Plc Common Shares | $12.0B |
MKLMarkel Corp | $12.0B |
LDOSLeidos Holdings Inc | $11.0B |
ORIOld Republic Intl Corp | $11.0B |
ALLEAllegion Plc | $11.0B |
IWMIShares Russell 2000 ETF | $10.0B |
DOWDow Chemical Co | $10.0B |
CLDTChatham Lodging Tr | $10.0B |
GGGGraco Inc | $10.0B |
CTRACoterra Energy Inc | $10.0B |
AMTAmerican Tower Corp | $10.0B |
MZTIMarzetti Company Com | $9.0B |
TRUTransunion | $9.0B |
CFGCitizens Financial Group Inc | $9.0B |
UHAL/BU Haul Holding Company Com Ser N | $9.0B |